GFS Design System — Program Suitelet Mockups

00 Program Suitelet Mockups Full App-Shell Suitelets for GFS Food Programs

GFS DESIGN SYSTEM v10.0

Program Suitelet Mockups

Comprehensive NetSuite suitelet mockups for 6 GFS food programs plus a dedicated vendor portal. Each suitelet features a full app-shell with cobalt header, sidebar navigation, KPI cards, data tables, charts, and action workflows with realistic GFS operational data.

8 SECTIONS 7 SUITELET MOCKUPS 6 FOOD PROGRAMS NETSUITE INTEGRATED

SECTION INDEX

02 Granola Program 03 Sandwich Program 04 Biscuit Program 05 Muffin Program 06 Commodity Cheese 07 Echo Lake Vendor 08 Comparison Dashboard 09 Program Templates

Programs

6

Active food programs

SKUs

37

Total across programs

Revenue YTD

$14.4M

+11.6% vs LY

Margin

27.1%

+1.3pp vs Jan

Customers

42

Unique across programs

BUILD NOTES: Each suitelet below is a self-contained app-shell mockup with cobalt header, sidebar navigation, KPI cards, data tables, CSS-only charts, and action buttons. All use GFS Design System v10.0 tokens via shared.css. Data is representative of actual GFS operations. Suitelets are designed for deployment as NetSuite SuiteScript 2.0 Suitelets with injected HTML.

01 Program Overview Summary of all GFS food programs with key metrics and suitelet navigation

Food Programs

6

Active programs

Combined Revenue

$14.4M

+11.6% vs LY

Blended Margin

27.1%

+1.3pp YTD

Total SKUs

37

+4 new this quarter

Customers Served

42

Across all programs

Action Items

6

3 urgent

Program Directory

Section	Program	Type	SKUs	Revenue MTD	Margin	Customers	Health	Suitelet
02	Granola Program	Retail / K-12 / Foodservice	12	$1.28M	22.4%	8	GREEN	View
03	Sandwich Program	School Nutrition / USDA	5	$684K	30.8%	24	GREEN	View
04	Biscuit Program	Frozen / K-12 / Foodservice	6	$186K	24.1%	11	GREEN	View
05	Muffin Program	Frozen / K-12 / Foodservice	10	$312K	26.8%	14	GREEN	View
06	Commodity Cheese Sandwich	USDA Commodity / TEFAP	4	$682K	31.4%	18	YELLOW	View
07	Echo Lake Foods (Vendor)	Vendor Portal	18	$1.28M	—	—	A- SCORE	View

Suitelet Architecture

Each program suitelet follows a consistent app-shell pattern:

Cobalt header with program branding and user context

Left sidebar with program-specific navigation

KPI card row for key program metrics

Data tables with sortable columns and status badges

CSS-only bar charts for trend visualization

Action buttons for program-specific workflows

Footer with company info and sync timestamp

Facilities

PRIMARY (HQ)

131 Heartland Blvd

Edgewood, NY 11717

(877) 728-5550

Programs: Sandwich, Commodity Cheese

FACILITY 2

2500 Freeland Road

Hermitage, PA 16148

—

Programs: Sandwich (quesadilla line)

            Copacked programs (Granola, Biscuit, Muffin) produced off-site. See individual suitelets for copacker details.
          

Key Vendor & Copacker Relationships

Vendor/Copacker	Role	Program(s)	Facility	SQF	YTD Spend	Status
Heartland Milling Co.	Copacker	Granola	Lancaster, PA	Level 2	$842K	ACTIVE
NE Grains Copacking	Copacker	Granola	Bridgeport, CT	Level 2	$386K	SQF RENEW
Keystone Snack Packaging	Copacker	Granola (K-12)	Reading, PA	Level 3	$524K	ACTIVE
Southern Style Baking	Copacker	Biscuit	Nashville, TN	Level 3	$698K	ACTIVE
Keystone Bakery Group	Copacker	Muffin	Allentown, PA	Level 2	$1.18M	ACTIVE
Echo Lake Foods	Vendor	Sandwich, Cheese	Burlington, WI	Level 3	$1.28M	ACTIVE
Bongards Creameries	Vendor	Sandwich, Comm. Cheese	Perham, MN	Level 2	$2.64M	ACTIVE

Each suitelet mockup below is a full app-shell with realistic GFS data. Sections 02-06 are food programs, Section 07 is a vendor portal, Section 08 is cross-program analytics, Section 09 is reusable templates.

02 Granola Program Suitelet SKU management, production schedule, customer enrollment, quality specs, nutritional data

GFS GRANOLA

Program Management Suitelet

NetSuite Reports

ML

Michael Levine

CEO / ADMIN

Granola Program

12 active SKUs · $1.28M revenue MTD · 8 enrolled customers · 3 copackers

Active SKUs

12

+2 this quarter

Monthly Volume

86,400

lbs (+12% MoM)

Revenue MTD

$1.28M

+9% vs plan

Margin

22.4%

+1.2pp vs LY

Customers

8

+1 new enrollment

Product Lineup

SKU	Product	Pack Size	Case Config	Price/Case	Vendor / Copacker	Channel	Status
GFS-GRN-1010	Classic Oat Granola Bulk	25 lb	1/25 lb bag	$42.50	Heartland Milling Co.	Foodservice	ACTIVE
GFS-GRN-1020	Honey Almond Granola Bulk	25 lb	1/25 lb bag	$48.75	Heartland Milling Co.	Foodservice	ACTIVE
GFS-GRN-2010	Classic Oat Granola Retail	12 oz	12/12 oz bags	$38.40	Heartland Milling Co.	Retail	ACTIVE
GFS-GRN-2020	Honey Almond Granola Retail	12 oz	12/12 oz bags	$42.00	Heartland Milling Co.	Retail	ACTIVE
GFS-GRN-2030	Dark Chocolate Cherry Retail	12 oz	12/12 oz bags	$44.50	NE Grains Copacking	Retail	ACTIVE
GFS-GRN-2040	Maple Pecan Granola Retail	12 oz	12/12 oz bags	$45.25	NE Grains Copacking	Retail	ACTIVE
GFS-GRN-3010	Classic Oat K-12 Portion	1.5 oz	150/1.5 oz	$52.50	Keystone Snack Pkg.	K-12	ACTIVE
GFS-GRN-3020	Honey Oat K-12 Portion	1.5 oz	150/1.5 oz	$54.00	Keystone Snack Pkg.	K-12	ACTIVE
GFS-GRN-3030	Chocolate Chip K-12 Portion	1.5 oz	150/1.5 oz	$55.50	Keystone Snack Pkg.	K-12	ACTIVE
GFS-GRN-4010	Berry Bliss Granola Bulk	25 lb	1/25 lb bag	$46.00	NE Grains Copacking	Foodservice	ACTIVE
GFS-GRN-5010	Organic Oat Granola Bulk	25 lb	1/25 lb bag	$56.75	Heartland Milling Co.	Natural/Organic	NEW
GFS-GRN-5020	Organic Honey Almond Retail	12 oz	12/12 oz bags	$52.00	Heartland Milling Co.	Natural/Organic	NEW

Customer Enrollment

Customer	Tier	Volume Commit (lbs/mo)	Actual (lbs/mo)	% Achieved	Price Tier	SKUs Ordered	Status
FreshMart Distribution	PLATINUM	20,000	22,400	112%	Tier A	8 of 12	ENROLLED
Metro Foodservice	GOLD	15,000	14,200	94.7%	Tier B	6 of 12	ENROLLED
NYC DOE School Nutrition	GOLD	12,000	12,800	106.7%	Tier B	3 of 12	ENROLLED
Atlantic Grocery Co.	SILVER	10,000	9,600	96.0%	Tier C	5 of 12	ENROLLED
Queens Fresh Market	SILVER	8,000	7,400	92.5%	Tier C	4 of 12	ENROLLED
Long Island School District	SILVER	6,000	6,200	103.3%	Tier C	3 of 12	ENROLLED
Compass Group Mid-Atlantic	BRONZE	5,000	4,800	96.0%	Tier D	2 of 12	ENROLLED
Sodexo K-12 Northeast	BRONZE	5,000	4,400	88.0%	Tier D	3 of 12	PENDING

Production Schedule

Copacker	Run Date	Product	Qty (lbs)	Status
Heartland Milling	05/22/26	Classic Oat Bulk	12,000	SCHEDULED
Heartland Milling	05/22/26	Honey Almond Bulk	8,000	SCHEDULED
NE Grains	05/26/26	Dark Choc Cherry	6,000	CONFIRMED
Keystone Snack	05/28/26	K-12 Portions (all)	15,000	CONFIRMED
Heartland Milling	06/05/26	Organic Oat Bulk	5,000	PENDING
NE Grains	06/09/26	Berry Bliss Bulk	6,000	PENDING

Inventory Status

Product	On Hand	Committed	On Order	Level
Classic Oat Bulk	8,400 lb	6,200 lb	12,000 lb	OK
Honey Almond Bulk	3,200 lb	4,800 lb	8,000 lb	LOW
Retail 12 oz (all)	1,240 cs	860 cs	0 cs	REORDER
K-12 Portions (all)	420 cs	380 cs	500 cs	OK
Dark Choc Cherry	2,800 lb	1,600 lb	6,000 lb	OK
Organic (all)	0 lb	0 lb	5,000 lb	PRE-LAUNCH

Allergen Matrix

Classic Oat

YES

NO

MCL

YES

NO

Honey Almond

YES

MCL

YES

NO

Dark Choc Cherry

YES

MCL

YES

NO

Maple Pecan

YES

MCL

YES

NO

Berry Bliss

YES

NO

MCL

YES

NO

Organic Oat

YES

NO

MCL = May Contain (shared line). All products produced in facilities that also process tree nuts and soy.

Certification Status

Non-GMO Project Verified (Classic, Honey Almond)

Exp 03/27

USDA Organic (Organic Oat, Organic Honey Almond)

Exp 12/26

Kosher OU certified (all varieties)

Exp 06/27

SQF Level 2 — Heartland Milling

Exp 09/26

SQF Level 2 — NE Grains (renewal)

Due 07/26

Whole Grain Stamp — all K-12 items

Active

Nutrition Facts — Classic Oat Granola (1.5 oz)

Nutrition Facts

Serving Size 1.5 oz (42g)

Servings Per Container 150

Calories 190

% Daily Value*

Total Fat 7g9%

Saturated Fat 1g5%

Trans Fat 0g

Cholesterol 0mg0%

Sodium 85mg4%

Total Carb. 28g10%

Dietary Fiber 3g11%

Total Sugars 9g

Incl. 6g Added Sugars12%

Protein 4g

Iron 1.8mg10%

* Percent Daily Values are based on a 2,000 calorie diet.

Monthly Revenue by Channel

Jan

Feb

Mar

Apr

May*

Foodservice Retail K-12

Copacker Management — All Partners

Copacker	Location	Products	Capacity	Lead Time	Min Order	SQF	Next Audit
Heartland Milling Co.	Lancaster, PA	Classic Oat, Honey Almond, Organic	40,000 lb/day	7-10 days	5,000 lb/SKU	LEVEL 2	09/26
NE Grains Copacking	Bridgeport, CT	Dark Choc Cherry, Maple Pecan, Berry	25,000 lb/day	10-14 days	3,000 lb/SKU	LEVEL 2 (renew)	07/26
Keystone Snack Packaging	Reading, PA	K-12 Portion Packs (all)	60,000 pks/day	5-7 days	500 cs/SKU	LEVEL 3	02/27

Grain & Ingredient Sourcing

Ingredient	Supplier	Origin	Cost/lb	Organic	Non-GMO	Contract Exp
Rolled Oats (conv.)	Grain Millers Inc.	Minnesota, USA	$0.42	NO	YES	12/26
Rolled Oats (organic)	Grain Millers Inc.	Montana, USA	$0.68	YES	YES	12/26
Honey	Dutch Gold Honey	Pennsylvania, USA	$2.85	NO	YES	06/27
Almonds (sliced)	Blue Diamond Growers	California, USA	$5.20	NO	YES	09/26
Pecans (pieces)	San Saba Pecan	Texas, USA	$6.40	NO	YES	11/26
Dark Chocolate Chips	Barry Callebaut	Belgium (cocoa: Ghana/Ivory Coast)	$3.10	NO	N/A	03/27
Dried Cranberries	Ocean Spray Ingredient	Wisconsin, USA	$2.20	NO	YES	12/26
Canola Oil	Cargill	North Dakota, USA	$0.78	NO	YES	12/26

Margin Analysis by SKU Group

SKU Group	Revenue MTD	COGS MTD	Gross Profit	Margin %	Trend
Bulk Foodservice (25 lb)	$486,200	$368,300	$117,900	24.2%	+0.8pp
Retail Bags (12 oz)	$412,600	$326,400	$86,200	20.9%	+1.4pp
K-12 Portions (1.5 oz)	$324,800	$254,600	$70,200	21.6%	+0.3pp
Organic (new line)	$56,400	$42,300	$14,100	25.0%	Launch
TOTAL	$1,280,000	$991,600	$288,400	22.5%

Granola program suitelet manages 12 SKUs across 3 copackers. Organic line launching Q3 2026. K-12 portions meet USDA whole grain-rich requirement.

03 Sandwich Program Suitelet Cheese sandwich program for school nutrition: USDA commodity tracking, menu integration, distribution

GFS SANDWICHES

School Nutrition Program

NetSuite USDA Portal

ML

Michael Levine

CEO / ADMIN

Cheese Sandwich Program — School Nutrition

24 school districts · 184,600 sandwiches shipped MTD · 97.2% fill rate · $2.84M commodity value utilized

Schools Served

247

24 districts

Sandwiches MTD

184.6K

+8% vs LY

Fill Rate

97.2%

Above 95% target

Commodity Value

$2.84M

YTD utilized

USDA Commodity Cheese Allocation

Cheese Type	Allocation (lbs)	Drawn (lbs)	Remaining (lbs)	Utilization	Status
Barrel Cheddar (USDA)	180,000	124,800	55,200	69.3%	ACTIVE
Process American (USDA)	120,000	98,400	21,600	82.0%	LOW
Mozzarella LMPS (USDA)	90,000	52,200	37,800	58.0%	ACTIVE

Sandwich Types & Cheese Specs

Sandwich Type	Cheese Spec	Cheese/Unit	Bread Type	Units MTD	Meal Pattern	CN Label
Classic Grilled Cheese	Process American 120 slice	2 slices (1.5 oz)	WG White	68,400	1 oz M/MA + 1 oz eq Grain	VERIFIED
Cold Cheddar Sandwich	Barrel Cheddar sliced 160 ct	2 slices (1.5 oz)	WG Wheat	42,200	1.5 oz M/MA + 1 oz eq Grain	VERIFIED
Cheese Quesadilla	Mozzarella shredded 5 lb	2.0 oz shred	WG Flour Tortilla 10"	38,600	2 oz M/MA + 2 oz eq Grain	VERIFIED
Double Cheese Melt	Cheddar + Process blend	2.5 oz total	WG Sourdough	22,800	2 oz M/MA + 1.5 oz eq Grain	IN REVIEW
Mozzarella Stick Wrap	Mozzarella sticks 1 oz ea	3 sticks (3 oz)	WG Wrap 8"	12,600	2 oz M/MA + 1 oz eq Grain	VERIFIED

Assembly Schedule

Date	Sandwich	Units	Facility	Status
05/19	Grilled Cheese	12,000	Edgewood, NY	IN PROGRESS
05/20	Cold Cheddar	8,000	Edgewood, NY	SCHEDULED
05/20	Quesadilla	6,000	Hermitage, PA	SCHEDULED
05/21	Double Cheese Melt	4,000	Edgewood, NY	PENDING
05/22	Mozz Stick Wrap	3,200	Hermitage, PA	PENDING

Delivery Routes — This Week

Route	Districts	Units	Temp	Status
R-101 NYC	NYC DOE (5 boroughs)	18,400	34°F	DELIVERED
R-102 LI	Nassau, Suffolk	8,200	35°F	IN TRANSIT
R-103 WC	Westchester, Rockland	6,400	—	SCHEDULED
R-201 PA	Mercer, Lawrence	4,800	—	SCHEDULED
R-104 NJ	Bergen, Essex, Hudson	7,600	—	PENDING

Nutritional Compliance — Meal Pattern Contribution

Sandwich	Grain (oz eq)	M/MA (oz eq)	Calories	Sodium (mg)	Sat Fat (g)	WG-Rich	Compliance
Classic Grilled Cheese	1.0	1.0	280	420	6.0	YES	COMPLIANT
Cold Cheddar Sandwich	1.0	1.5	310	380	5.5	YES	COMPLIANT
Cheese Quesadilla	2.0	2.0	360	520	7.0	YES	COMPLIANT
Double Cheese Melt	1.5	2.0	380	560	8.5	YES	REVIEW
Mozz Stick Wrap	1.0	2.0	340	480	6.5	YES	COMPLIANT

School District Customers (Top 8)

District	Contact	Monthly Vol	Delivery	Route	Status
NYC DOE	Sarah Chen, Director of Nutrition	48,000 units	Mon/Wed/Fri	R-101	ACTIVE
Nassau County ISD	Tom Rodriguez, Food Svc Mgr	18,200 units	Tue/Thu	R-102	ACTIVE
Suffolk County Schools	Lisa Park, Nutrition Dir	14,800 units	Tue/Thu	R-102	ACTIVE
Westchester USD	Mark Williams, Procurement	12,400 units	Mon/Wed	R-103	ACTIVE
Bergen County NJ	Amy Fletcher, SN Coordinator	11,600 units	Wed/Fri	R-104	ACTIVE
Mercer County PA	Jim Kowalski, Food Svc	8,400 units	Tue/Thu	R-201	ACTIVE
Essex County NJ	Diana Reyes, SN Director	7,800 units	Wed/Fri	R-104	ACTIVE
Rockland County	Brian O'Neill, Procurement	6,200 units	Mon/Wed	R-103	ACTIVE

Component Sourcing & Supply Chain

Component	Supplier	Spec	Cost/Unit	MOQ	Lead Time	Buy American
WG White Bread	Bimbo Bakeries USA	Sliced, 26 oz loaf, WG ≥51%	$2.40/loaf	200 loaves	3 days	USA
WG Wheat Bread	Bimbo Bakeries USA	Sliced, 26 oz loaf, WG 100%	$2.65/loaf	200 loaves	3 days	USA
WG Flour Tortilla 10"	Mission Foods	10" diameter, WG ≥51%	$0.14/ea	500 ct	5 days	USA
WG Sourdough Bread	La Brea Bakery	Sliced, 24 oz loaf, WG ≥51%	$3.20/loaf	100 loaves	5 days	USA
Process American Slices	Bongards Creameries	120 ct, 0.75 oz/slice, USDA commodity	$18.60/box	50 boxes	7 days	USA
Barrel Cheddar Sliced	Bongards Creameries	160 ct, 0.75 oz/slice, USDA commodity	$24.80/box	50 boxes	7 days	USA
Mozzarella Shred	Bongards Creameries	5 lb bag, LMPS, USDA commodity	$8.40/bag	100 bags	7 days	USA
Foil Wrap + Sleeve	Pactiv Evergreen	12" x 12" foil, printed sleeve	$0.04/unit	10,000 ct	14 days	USA

Temperature Compliance — Last 10 Deliveries

Date	Route	District	Depart Temp	Arrive Temp	Max Temp	Logger ID	Compliance
05/19	R-101	NYC DOE	34°F	36°F	37°F	TL-4821	PASS
05/19	R-102	Nassau/Suffolk	34°F	35°F	36°F	TL-4822	PASS
05/17	R-101	NYC DOE	33°F	35°F	36°F	TL-4819	PASS
05/17	R-103	Westchester	34°F	36°F	37°F	TL-4820	PASS
05/16	R-102	Nassau/Suffolk	33°F	34°F	35°F	TL-4817	PASS
05/16	R-104	Bergen/Essex/Hudson	34°F	37°F	38°F	TL-4818	PASS
05/15	R-101	NYC DOE	34°F	36°F	36°F	TL-4815	PASS
05/15	R-201	Mercer/Lawrence PA	33°F	35°F	36°F	TL-4816	PASS
05/14	R-103	Westchester/Rockland	34°F	37°F	38°F	TL-4813	PASS
05/14	R-104	Bergen/Essex NJ	34°F	36°F	37°F	TL-4814	PASS

              Cold chain requirement: product must remain at or below 41°F from production through delivery. All GFS refrigerated trucks equipped with TempTale data loggers. Logs retained for 12 months per FSMA requirements.
            

Financial Summary — Sandwich Program YTD

Total Revenue

$3.52M

+8% vs LY

Total COGS

$2.44M

69.2% of revenue

Gross Profit

$1.08M

30.8% margin

Commodity Value Used

$2.84M

65.7% of allocation

Sandwich program covers 24 school districts across NY, NJ, PA. All sandwiches meet USDA meal pattern requirements. CN labels verified through USDA Food and Nutrition Service.

04 Biscuit Program Suitelet Frozen biscuit management: copacker coordination, USDA status, inventory, quality

GFS BISCUITS

Frozen Biscuit Program

NetSuite

ML

Michael Levine

CEO / ADMIN

Frozen Biscuit Program

6 active SKUs · 4,280 cases shipped MTD · $186K revenue MTD · Southern Style Baking copacker

SKUs Active

6

Across 3 varieties

Cases Shipped MTD

4,280

+6% vs plan

Revenue MTD

$186K

+11% vs LY

Copacker Status

OK

SQF current

Biscuit Product Lineup

SKU	Product	Size	Case Pack	Price/Case	Channel	Status
GFS-BSC-1010	Buttermilk Biscuit 2.5 oz	2.5 oz ea	120/2.5 oz	$38.40	Foodservice / K-12	ACTIVE
GFS-BSC-1020	Buttermilk Biscuit 3.0 oz	3.0 oz ea	100/3.0 oz	$42.00	Foodservice	ACTIVE
GFS-BSC-2010	Whole Grain Biscuit 2.5 oz	2.5 oz ea	120/2.5 oz	$40.80	K-12	ACTIVE
GFS-BSC-2020	Whole Grain Biscuit 3.0 oz	3.0 oz ea	100/3.0 oz	$44.50	Foodservice	ACTIVE
GFS-BSC-3010	Mini Buttermilk Biscuit 1.2 oz	1.2 oz ea	200/1.2 oz	$36.00	K-12 / Snack	ACTIVE
GFS-BSC-3020	Mini WG Biscuit 1.2 oz	1.2 oz ea	200/1.2 oz	$37.50	K-12 / Snack	ACTIVE

Copacker: Southern Style Baking

Facility

Southern Style Baking Co.

Location

Nashville, TN

Capacity

80,000 units/day

Lead Time

10-14 business days

Min Order

500 cases per SKU

SQF Status

LEVEL 3

Last audit: 02/14/2026 · Next audit: 02/2027 · Score: 96/100

USDA / QBL Status

USDA plant inspection passed

01/22/26

QBL approved — Frozen Biscuits

03/10/26

Material code assigned: 110482

03/12/26

CN label approved by FNS

04/05/26

Next solicitation bid submission

Sep 2026

Inventory & Ordering

Product	On Hand	Reorder Pt	On Order	Status
Buttermilk 2.5 oz	840 cs	500 cs	0	OK
Buttermilk 3.0 oz	620 cs	400 cs	0	OK
WG 2.5 oz	380 cs	500 cs	600 cs	BELOW RP
WG 3.0 oz	510 cs	400 cs	0	OK
Mini Buttermilk	440 cs	300 cs	0	OK
Mini WG	360 cs	300 cs	0	OK

Cold Chain & Quality

Storage Temp

-10°F to 0°F

Shelf Life

12 months frozen

Transit Temp

0°F or below

Thaw Time

N/A (bake from frozen)

LOT TRACEABILITY

LOT-BSC-260514AButtermilk 2.5/3.0 oz05/14/26

LOT-BSC-260508BWG 2.5/3.0 oz05/08/26

LOT-BSC-260501CMini (all)05/01/26

Biscuit Program Customers

Customer	Channel	Cases/Mo	SKUs Ordered	Revenue MTD	Status
NYC DOE School Nutrition	K-12	680	WG 2.5 oz, Mini WG	$28,560	ACTIVE
FreshMart Distribution	Foodservice	520	All 6 SKUs	$21,840	ACTIVE
Metro Foodservice	Foodservice	440	BM 2.5, BM 3.0, WG 3.0	$18,480	ACTIVE
Nassau County ISD	K-12	380	WG 2.5 oz, Mini WG	$15,960	ACTIVE
Suffolk County Schools	K-12	340	WG 2.5 oz	$13,872	ACTIVE
Westchester USD	K-12	280	WG 2.5 oz, Mini WG	$11,480	ACTIVE
Atlantic Grocery Co.	Retail	260	BM 2.5, BM 3.0	$10,400	ACTIVE
Queens Fresh Market	Retail	180	BM 2.5 oz	$6,912	ACTIVE
Compass Group Mid-Atlantic	Foodservice	420	All 6 SKUs	$17,640	ONBOARDING
Bergen County NJ Schools	K-12	240	WG 2.5, Mini WG	$9,480	ONBOARDING
Sodexo NE Division	Foodservice	540	TBD	—	PROSPECT

Monthly Revenue Trend

Jan

Feb

Mar

Apr

May*

Nutritional & Meal Pattern Compliance

Product	Calories	Grain (oz eq)	Sodium (mg)	Sat Fat (g)	WG-Rich	Meal Pattern
Buttermilk 2.5 oz	210	2.0	340	3.5	NO	2 oz eq Grain
Buttermilk 3.0 oz	250	2.5	410	4.0	NO	2.5 oz eq Grain
Whole Grain 2.5 oz	200	2.0	320	3.0	YES	2 oz eq Grain (WG-Rich)
Whole Grain 3.0 oz	240	2.5	390	3.5	YES	2.5 oz eq Grain (WG-Rich)
Mini Buttermilk 1.2 oz	100	1.0	160	1.5	NO	1 oz eq Grain
Mini WG 1.2 oz	95	1.0	150	1.0	YES	1 oz eq Grain (WG-Rich)

              WG-Rich = whole grains comprise ≥51% of grain ingredients by weight. WG products meet USDA school meal whole grain-rich requirement.
            

Biscuit program QBL-approved for USDA commodity distribution. Southern Style Baking SQF Level 3 certified. All products bake from frozen, no thaw required.

05 Muffin Program Suitelet Frozen muffin management: allergen tracking, Smart Snacks compliance, copacker schedule

GFS MUFFINS

Frozen Muffin Program

NetSuite

ML

Michael Levine

CEO / ADMIN

Frozen Muffin Program

10 varieties · 6,840 cases MTD · $312K revenue MTD · 14 customers enrolled

Varieties

10

5 IW + 5 bulk

Volume MTD

6,840

cases (+14% MoM)

Revenue MTD

$312K

+16% vs LY

Customer Count

14

+3 this quarter

Muffin Product Lineup

SKU	Variety	Format	Case Config	Price/Case	WG-Rich	Status
GFS-MUF-1010	Blueberry Muffin IW	IW 2.0 oz	72/2.0 oz	$34.56	YES	ACTIVE
GFS-MUF-1020	Chocolate Chip Muffin IW	IW 2.0 oz	72/2.0 oz	$35.28	YES	ACTIVE
GFS-MUF-1030	Banana Nut Muffin IW	IW 2.0 oz	72/2.0 oz	$36.00	YES	ACTIVE
GFS-MUF-1040	Corn Muffin IW	IW 2.0 oz	72/2.0 oz	$33.12	NO	ACTIVE
GFS-MUF-1050	Bran Muffin IW	IW 2.0 oz	72/2.0 oz	$34.00	YES	ACTIVE
GFS-MUF-2010	Blueberry Muffin Bulk	Bulk 4.0 oz	48/4.0 oz	$42.24	YES	ACTIVE
GFS-MUF-2020	Chocolate Chip Muffin Bulk	Bulk 4.0 oz	48/4.0 oz	$43.20	YES	ACTIVE
GFS-MUF-2030	Banana Nut Muffin Bulk	Bulk 4.0 oz	48/4.0 oz	$44.16	YES	ACTIVE
GFS-MUF-2040	Corn Muffin Bulk	Bulk 4.0 oz	48/4.0 oz	$39.36	NO	ACTIVE
GFS-MUF-2050	Bran Muffin Bulk	Bulk 4.0 oz	48/4.0 oz	$40.80	YES	ACTIVE

Allergen Matrix — Critical for Muffin Program

REVIEW REQUIRED BEFORE EACH PRODUCTION RUN

Blueberry

YES

NO

YES

MCL

Chocolate Chip

YES

MCL

YES

MCL

Banana Nut

YES

MCL

Corn

YES

NO

YES

NO

Bran

YES

NO

YES

MCL

               CONTAINS
               MAY CONTAIN (shared line)
               FREE
            

Smart Snacks Compliance (USDA Final Rule)

Variety (IW 2oz)	Calories	Sodium (mg)	Total Fat	Sat Fat	Sugar (% wt)	WG 1st Ingr	Smart Snack
Blueberry IW	180	190	6g (28%)	1.5g (8%)	28%	YES	COMPLIANT
Chocolate Chip IW	200	180	7g (32%)	2.5g (13%)	32%	YES	BORDERLINE
Banana Nut IW	190	170	7g (33%)	1.0g (5%)	30%	YES	COMPLIANT
Corn IW	170	220	5g (26%)	1.0g (5%)	25%	NO	NOT ELIGIBLE
Bran IW	160	200	4g (23%)	0.5g (3%)	22%	YES	COMPLIANT

Smart Snacks limits: max 200 cal (snack), max 230mg sodium (snack), fat <35% cal, sat fat <10% cal, sugar <35% weight. Whole grain must be 1st ingredient for grain-based items.

Copacker: Keystone Bakery Group

Facility

Keystone Bakery Group

Location

Allentown, PA

Capacity

120,000 muffins/day

Lead Time

7-10 business days

Min Order

200 cases per SKU

SQF Status

LEVEL 2

NEXT PRODUCTION RUNS

05/22 — Blueberry + Choc Chip (IW)4,800 cs

05/26 — Banana Nut + Bran (IW)3,200 cs

05/30 — All Bulk varieties2,400 cs

Customer Enrollment (Top 6)

Customer	Cases/Mo	Varieties	Status
NYC DOE	1,800	BB, CC, Bran	ACTIVE
FreshMart Dist.	1,200	All 10	ACTIVE
Nassau ISD	640	BB, BN, Corn	ACTIVE
Metro Foodservice	580	Bulk (all 5)	ACTIVE
Sodexo NE	420	BB, CC, Bran	ACTIVE
Compass Group	380	BB, CC	ONBOARDING

Production Quality Checkpoints — Keystone Bakery

Checkpoint	Frequency	Parameter	Spec	Last Result	Status
Incoming Flour	Per lot	Moisture content	12-14%	12.8%	PASS
Batter Temperature	Every 30 min	Internal temp	68-72°F	70.2°F	PASS
Bake Time	Continuous	Oven residence	18-22 min	20 min	PASS
Internal Temp (done)	Every 15 min	Center temp	≥200°F	208°F	PASS
IQF Tunnel	Continuous	Exit temp	≤0°F	-8°F	PASS
Weight Check	Every 15 min	Unit weight	2.0 oz ±0.1 oz (IW)	2.02 oz	PASS
Metal Detection	Every unit	Fe/Non-Fe/SS	Fe 1.5mm / SS 2.5mm	Clear	PASS
Packaging Seal	Every 30 min	Seal integrity	No leaks, proper crimp	Pass	PASS
Allergen Line Clear	Per changeover	Visual + swab	Negative swab test	Negative	PASS

              All quality checkpoints per Keystone Bakery SQF Level 2 HACCP plan. Allergen line clearance critical when switching between Banana Nut (tree nuts) and nut-free varieties.
            

Revenue by Variety — MTD

Blueberry

Choc Chip

Banana Nut

Corn

Bran

Blueberry = top seller (28% of volume). IW format outsells bulk 2.4:1 in K-12 channel.

Muffin program critical allergen management: Banana Nut contains tree nuts. Corn Muffin IW not Smart Snack eligible (WG not 1st ingredient). All IW items individually wrapped for school distribution.

06 Commodity Cheese Sandwich Program USDA commodity cheese drawdown, sandwich assembly BOM, district management, compliance

GFS CHEESE SANDWICH

USDA Commodity Program

WBSCM NetSuite

ML

Michael Levine

CEO / ADMIN

Commodity Cheese Sandwich Program

USDA TEFAP/NSLP · $2.84M allocation utilized · 18 districts enrolled · FIFO drawdown active

Allocation Balance

$1.48M

remaining

Lbs Drawn

275.4K

YTD utilized

Lbs Remaining

114.6K

across all types

Value Utilized

$2.84M

65.7% of total

Districts

18

enrolled

Bracket Depletion

Jul 18

Current bracket

FIFO Drawdown — Barrel Cheddar Brackets

Bracket	Cost/lb	Total Lbs	Lbs Used	Lbs Remaining	Est. Depletion Date	Status
Bracket 1	$1.4820	100,000	100,000	0	02/28/26	DEPLETED
Bracket 2	$1.5020	80,000	80,000	0	04/22/26	DEPLETED
Bracket 3 (Active)	$1.5344	100,000	61,600	38,400	~07/18/26	ACTIVE
Bracket 4	$1.5680	80,000	0	80,000	~11/15/26	UPCOMING
Bracket 5	$1.6120	60,000	0	60,000	~02/28/27	UPCOMING

Sandwich Assembly BOM — Cost Rollup

Sandwich	Bread	Cheese	Packaging	Bread Cost	Cheese Cost	Pkg Cost	Total/Unit	Margin
Grilled Cheese	WG White 2-slice	Process American 1.5 oz	Foil wrap + sleeve	$0.18	$0.23	$0.04	$0.45	32.1%
Cold Cheddar	WG Wheat 2-slice	Barrel Cheddar 1.5 oz	Clamshell + film	$0.20	$0.28	$0.06	$0.54	28.6%
Quesadilla	WG Flour Tortilla 10"	Mozz shred 2.0 oz	Film wrap	$0.14	$0.32	$0.03	$0.49	30.4%
Double Cheese Melt	WG Sourdough 2-slice	Ched+Process 2.5 oz	Foil wrap + sleeve	$0.22	$0.38	$0.04	$0.64	26.2%

USDA Compliance Checklist

USDA Foods reporting submitted (Q1)

CN label verification — all sandwich types

Buy American compliance confirmed

Product of USA documentation on file

WBSCM commodity orders reconciled

Q2 USDA Foods report (due 07/15)

Annual FSMA plan review (due 09/01)

Financial Summary

Commodity Value Utilized$2,840,000

GFS Processing Fee Revenue$682,400

Total Non-Commodity Costs$468,200

Net Margin on Processing$214,200 (31.4%)

Allocation Remaining$1,480,000 (34.3%)

Enrolled School Districts (Top 8 of 18)

District	Contact	Monthly Allocation	YTD Utilized	Delivery Schedule	Status
NYC DOE	Sarah Chen	$180,000	$864,000	M/W/F	ACTIVE
Nassau County ISD	Tom Rodriguez	$68,000	$326,400	T/Th	ACTIVE
Suffolk County Schools	Lisa Park	$54,000	$259,200	T/Th	ACTIVE
Westchester USD	Mark Williams	$42,000	$201,600	M/W	ACTIVE
Bergen County NJ	Amy Fletcher	$38,000	$182,400	W/F	ACTIVE
Mercer County PA	Jim Kowalski	$28,000	$134,400	T/Th	ACTIVE
Lawrence County PA	Pat Novak	$22,000	$105,600	T/Th	ACTIVE
Rockland County	Brian O'Neill	$18,000	$86,400	M/W	ACTIVE

Weighted Avg Cost/lb by Month

Jan

Feb

Mar

Apr

May*

Rising cost reflects bracket transitions. Current: $1.5344/lb

Monthly Consumption (lbs)

Jan

Feb

Mar

Apr

May*

Avg 55,080 lbs/mo. May partial month (*projected 56,200 lbs)

FIFO SPLIT JE PROCEDURE:

When monthly consumption crosses a bracket boundary, the journal entry must be split:
Line 1: Remaining lbs in current bracket x current bracket cost/lb
Line 2: Overflow lbs x new bracket cost/lb
Example: If 18,200 lbs consumed and 8,400 lbs remain in Bracket 3 at $1.5344:
    JE Line 1: 8,400 lbs x $1.5344 = $12,888.96
    JE Line 2: 9,800 lbs x $1.5680 = $15,366.40
    Total: $28,255.36 (blended $1.5525/lb)

CME Reference Prices — Barrel Cheddar

Week	CME Barrel Settle	35% Moisture Premium	GFS Adj. Cost/lb	vs Current Bracket	Direction
05/12 - 05/16	$1.7840	+$0.0680	$1.8520	+$0.3176	Market above bracket
05/05 - 05/09	$1.7620	+$0.0672	$1.8292	+$0.2948	Market above bracket
04/28 - 05/02	$1.7480	+$0.0666	$1.8146	+$0.2802	Market above bracket
04/21 - 04/25	$1.7320	+$0.0660	$1.7980	+$0.2636	Market above bracket

              GFS bracket cost ($1.5344/lb) is significantly below current CME market ($1.8520 adj.). Favorable position of $0.3176/lb on remaining 38,400 lbs = $12,196 in cost advantage.
            

FIFO bracket drawdown: when consumption crosses a bracket boundary, the JE generator splits the entry at old cost / new cost. Bongards barrel cheddar tied to CME trailing week + 35% moisture premium.

07 Echo Lake Foods — Vendor Portal Vendor profile, PO management, quality scorecard, compliance docs, financial summary

GFS VENDOR PORTAL

Echo Lake Foods

NetSuite Messages

ML

Michael Levine

CEO / ADMIN

Echo Lake Foods

Key Vendor · Frozen Entrees & Cheese Products · Est. 1989 · Burlington, WI

VENDOR ID: V-10482 CAL-MAINE ACQUIRED JUN 2025

Vendor Profile

Legal Name

Echo Lake Foods, Inc.

Parent Company

Cal-Maine Foods, Inc.

HQ Address

N5765 County Rd D, Burlington, WI 53105

Phone

(262) 763-9551

Primary Contact

Dave Jordan, VP Sales

Email

djordan@echolakefoods.com

Facilities

Burlington WI, Oshkosh WI

Business Size

LARGE (Cal-Maine parent)

USDA NOTE: Echo Lake was acquired by Cal-Maine Foods (NYSE: CALM) in June 2025. Cal-Maine is the largest U.S. shell egg producer. Echo Lake now classified as LARGE BUSINESS for USDA small business set-aside considerations. Verify SBA size standard compliance before including Echo Lake products in any small business set-aside bids.

Product Catalog (Top Items)

Product	Price	Status
Grilled Cheese Sandwich IW	$0.68/ea	ACTIVE
Mac & Cheese Entree 6 oz IW	$0.82/ea	ACTIVE
Cheese Quesadilla IW	$0.74/ea	ACTIVE
Pizza Melt Sandwich IW	$0.72/ea	ACTIVE
Cheese Sauce Pouch 3 oz	$0.38/ea	ACTIVE
WG Cheese Breadstick IW	$0.56/ea	NEW

Open Purchase Orders

PO #	Amount	ETA	Status
PO-26-04182	$48,600	05/22/26	IN TRANSIT
PO-26-04201	$32,400	05/28/26	CONFIRMED
PO-26-04215	$24,800	06/04/26	SCHEDULED

Contracted Pricing & Change Log

Product	Contract Price	Volume Tier	CME Linked	Last Change	Effective
Grilled Cheese IW	$0.68/ea	10K+ units	No	+$0.04 (+6.3%)	01/01/26
Mac & Cheese 6 oz	$0.82/ea	8K+ units	No	+$0.06 (+7.9%)	01/01/26
Cheese Quesadilla	$0.74/ea	10K+ units	Yes (CME block)	+$0.03 (+4.2%)	03/01/26
Cheese Sauce 3 oz	$0.38/ea	15K+ units	Yes (CME barrel)	+$0.02 (+5.6%)	03/01/26

Quality Scorecard — Last 12 Months

On-Time Delivery

94.2%

Target: 95%

Quality Score

96.8

Target: 95.0

Fill Rate

98.1%

Target: 97%

Overall

A-

Composite grade

Compliance Documents

Document	Type	Uploaded	Expires	Status
Certificate of Insurance	COI	01/15/26	01/15/27	CURRENT
W-9 Form	Tax	12/01/25	—	ON FILE
SQF Certificate — Burlington	Food Safety	03/22/26	03/22/27	CURRENT
SQF Certificate — Oshkosh	Food Safety	11/10/25	07/10/26	EXPIRING
FSMA Preventive Controls Plan	Regulatory	06/01/25	06/01/26	RENEWAL DUE
Third-Party Audit Report	Quality	02/14/26	—	ON FILE

Communication Log (Recent)

Q3 Pricing Discussion05/16/26

Called Dave Jordan re: Q3 pricing adjustment for cheese products. CME block up 8% since contract start. Agreed to review in June.

PO Confirmation05/12/26

Echo Lake confirmed PO-26-04201 for 05/28 delivery. All items available at contracted pricing.

SQF Oshkosh Reminder05/08/26

Sent reminder to DJ about Oshkosh SQF cert expiring 07/10. He confirmed audit is scheduled for mid-June.

Financial Summary — YTD

YTD Spend$1,284,600

LY Same Period$1,142,200

YoY Change+12.5%

Open AP Balance$105,800

Avg Payment TermsNet 30

Payment History100% on time

Purchase Order History — Last 12 Months

PO #	Date	Products	Amount	Delivery	Days to Ship	On-Time	Quality
PO-26-04182	05/12/26	Grilled Cheese, Mac & Cheese	$48,600	05/22/26	8	IN TRANSIT	—
PO-26-04088	04/28/26	Full catalog (6 items)	$62,400	05/08/26	7	ON TIME	PASS
PO-26-03942	04/14/26	Grilled Cheese, Quesadilla	$38,200	04/23/26	7	ON TIME	PASS
PO-26-03810	03/30/26	Mac & Cheese, Cheese Sauce	$44,800	04/10/26	8	ON TIME	PASS
PO-26-03680	03/15/26	Full catalog	$58,600	03/26/26	8	ON TIME	PASS
PO-26-03548	03/01/26	Grilled Cheese, Pizza Melt	$42,200	03/12/26	8	1 DAY LATE	PASS
PO-26-03410	02/14/26	Full catalog	$56,800	02/24/26	7	ON TIME	PASS
PO-26-03280	02/01/26	Grilled Cheese, Quesadilla, Sauce	$48,400	02/11/26	7	ON TIME	PASS
PO-26-03140	01/15/26	Full catalog	$64,200	01/24/26	7	ON TIME	PASS
PO-25-12880	12/15/25	Full catalog (holiday volume)	$78,400	12/28/25	9	ON TIME	PASS

Monthly Spend — Echo Lake (Trailing 12)

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Jan

Feb

Mar

Apr

May*

Echo Lake Certifications & Audit History

Certification	Facility	Issued	Expires	Audit Score	Status
SQF Level 3	Burlington, WI	03/22/26	03/22/27	96/100	CURRENT
SQF Level 2	Oshkosh, WI	07/10/25	07/10/26	92/100	EXPIRING SOON
FSMA Preventive Controls	Both facilities	06/01/25	06/01/26	—	RENEWAL DUE
Kosher OU	Burlington, WI	01/15/26	01/15/27	—	CURRENT
USDA Establishment #	Burlington, WI	N/A	N/A	Est. 38742	ACTIVE
USDA Establishment #	Oshkosh, WI	N/A	N/A	Est. 38901	ACTIVE

Echo Lake Foods acquired by Cal-Maine Foods (NYSE: CALM) June 2025. Now classified as LARGE BUSINESS. Verify USDA small business set-aside eligibility before including in any size-restricted bids.

08 Program Comparison Dashboard Cross-program analytics: revenue, margin, volume, health, seasonal demand, resource allocation

Granola

$1.28M

22.4% margin

HEALTHY

Sandwich

$2.84M

30.8% margin

HEALTHY

Biscuit

$186K

24.1% margin

HEALTHY

Muffin

$312K

26.8% margin

HEALTHY

Commodity Cheese

$682K

31.4% margin

BRACKET WATCH

Echo Lake

$1.28M

Vendor spend YTD

A- SCORE

Program Comparison — All Programs

Program	Revenue MTD	Revenue YTD	Margin %	Volume MTD	Customers	YoY Growth	Health
Granola	$1.28M	$5.82M	22.4%	86,400 lbs	8	+18%	GREEN
Sandwich	$684K	$3.52M	30.8%	184.6K units	24	+8%	GREEN
Biscuit	$186K	$842K	24.1%	4,280 cases	11	+11%	GREEN
Muffin	$312K	$1.38M	26.8%	6,840 cases	14	+16%	GREEN
Commodity Cheese	$682K	$2.84M	31.4%	275.4K lbs	18	+5%	YELLOW
TOTAL (5 Programs)	$3.14M	$14.42M	27.1%	—	—	+11.6%

Seasonal Demand Overlay

J

F

M

A

M

J

J

A

S

O

N

D

Granola

Sandwich

Biscuit

Muffin

Darker = higher demand. School programs (Sandwich, Biscuit, Muffin) drop in summer (Jun-Aug).

Combined Financial Summary

Total Program Revenue YTD$14.42M

Granola$5.82M (40.4%)

Sandwich$3.52M (24.4%)

Commodity Cheese$2.84M (19.7%)

Muffin$1.38M (9.6%)

Biscuit$842K (5.8%)

Blended Margin27.1%

Resource Allocation Across Programs

Resource	Granola	Sandwich	Biscuit	Muffin	Comm. Cheese	Total
Copackers	3	0 (in-house)	1	1	0 (in-house)	5
Warehouse Bays	4	6	2	2	4	18
Delivery Routes	3	5	2	2	5	17
SKU Count	12	5	6	10	4	37
Staff Allocated	2.5 FTE	4.0 FTE	1.0 FTE	1.5 FTE	3.0 FTE	12.0 FTE

Monthly Revenue by Program — 2026 YTD

Jan

Feb

Mar

Apr

May*

Granola Sandwich Biscuit Muffin Comm. Cheese

Margin Trend by Program — Monthly

Program	Jan	Feb	Mar	Apr	May*	Trend
Granola	21.2%	21.8%	22.0%	22.6%	22.4%	+1.2pp YTD
Sandwich	29.4%	30.2%	30.8%	31.2%	30.8%	+1.4pp YTD
Biscuit	23.0%	23.4%	24.0%	24.2%	24.1%	+1.1pp YTD
Muffin	25.6%	26.0%	26.4%	27.2%	26.8%	+1.2pp YTD
Comm. Cheese	30.0%	30.8%	31.2%	31.6%	31.4%	+1.4pp YTD
BLENDED	25.8%	26.4%	26.9%	27.4%	27.1%	+1.3pp YTD

Customer Overlap Across Programs

Customer	Granola	Sandwich	Biscuit	Muffin	Comm. Cheese	Programs	Total Revenue
NYC DOE	YES	YES	YES	YES	YES	5	$3.84M
FreshMart Distribution	YES	NO	YES	YES	NO	3	$2.62M
Metro Foodservice	YES	NO	YES	YES	NO	3	$1.86M
Nassau County ISD	NO	YES	YES	YES	YES	4	$1.42M
Sodexo K-12 NE	PEND	NO	NO	YES	NO	1-2	$384K
Compass Group	YES	NO	NO	PEND	NO	1-2	$312K

Cross-Program Action Items

COMMODITY CHEESE — Bracket 3 at 62% depletion. Prepare split JE template for bracket transition. Forecast: mid-July.

Due: 07/01

MUFFIN — Chocolate Chip IW at 32% sugar by weight. Review reformulation to ensure continued Smart Snacks compliance.

Due: 06/15

GRANOLA — NE Grains SQF cert expiring 07/26. Follow up on audit scheduling to avoid production gap.

Due: 06/01

ECHO LAKE — Oshkosh SQF cert and FSMA plan both expiring. Confirm renewal timeline with Dave Jordan.

Due: 06/15

BISCUIT — WG 2.5 oz below reorder point. PO submitted for 600 cases, ETA 10-14 days.

Tracking

SANDWICH — Double Cheese Melt CN label in review. Expected approval by 06/01.

Tracking

Cross-program comparison updated daily. Commodity Cheese flagged YELLOW due to bracket depletion approaching mid-July. All other programs on target. Combined YTD revenue $14.42M at 27.1% blended margin.

09 Program Templates Reusable suitelet building blocks for new program creation

01 — Program Dashboard Template

Standard layout: KPI row + data table + chart area. Use for any new food program suitelet.

[KPI Label 1]

[Value]

[Delta]

[KPI Label 2]

[Value]

[Delta]

[KPI Label 3]

[Value]

[Delta]

[KPI Label 4]

[Value]

[Delta]

[Table Title]

[Col 1]	[Col 2]	[Col 3]	Status
[Row data]	[Row data]	[Value]	[STATUS]
[Row data]	[Row data]	[Value]	[STATUS]

02 — Product Lineup Table Template

Standard product table with SKU, pack size, pricing, vendor, and status columns.

03 — Customer Enrollment Form Template

Enrollment workflow: customer selection, volume commitment, tier assignment, SKU selection.

Customer

Volume Commitment (lbs/mo)

Pricing Tier

04 — Copacker Management Template

Vendor/copacker profile card with facility info, capacity, audit status, and lead times.

05 — USDA Compliance Checklist Template

Standard compliance checklist for USDA commodity and school nutrition programs.

SAM.gov registration active

QBL application approved

CN label verified by FNS

Buy American compliance documented

Product of USA certification

WBSCM quarterly report

FSMA Preventive Controls plan review

Annual food safety audit

06 — Nutritional Compliance Template

School nutrition compliance table: meal pattern contribution, Smart Snacks criteria, calorie/sodium targets.

COLUMNS: Product | Grain (oz eq) | M/MA (oz eq) | Calories | Sodium (mg) | Sat Fat (g) | Trans Fat | WG-Rich | Compliance Status SMART SNACKS LIMITS (Snack): Calories: max 200 Sodium: max 230mg Fat: <35% calories Sat Fat: <10% calories Sugar: <35% by weight WG must be 1st ingredient (grain-based items) MEAL PATTERN COMPONENTS: Grains: oz equivalents (1 oz eq = 1 slice bread, 1/2 cup rice) Meat/Meat Alternate: oz equivalents (1 oz eq = 1 oz meat, 1/4 cup beans) Fruit, Vegetable, Milk: as applicable

Template Reference — Component Usage Guide

Component	CSS Class	Usage	Programs Using
Suitelet Shell	.suitelet-shell	Main app container (grid: sidebar + content)	All 6 programs
KPI Card Grid	.kpi-grid .kpi-card	Top-row metric cards (4-6 across)	All 6 programs
Data Panel	.dash-panel	Bordered content panel with header/body	All 6 programs
Data Table	.dash-table	Sortable data table with column alignment	All 6 programs
Status Badge	.status-badge .status-*	Color-coded status indicators	All 6 programs
Allergen Matrix	.allergen-grid .allergen-cell	Product x allergen cross-reference grid	Granola, Muffin
NFP Box	.nfp-box	Compact Nutrition Facts Panel	Granola
Checklist	.checklist-item	Done/pending checklist items	Biscuit, Commodity Cheese
Vendor Profile	.vendor-field-*	Vendor info grid with label/value pairs	Echo Lake, Biscuit, Muffin
Progress Track	.progress-track .progress-fill	Horizontal progress/depletion bars	Sandwich, Commodity Cheese
Comparison Card	.compare-card	Program health card with color top border	Comparison Dashboard
Chart Area	.chart-area .chart-bar-group	CSS-only bar chart placeholder	Granola

07 — Suitelet Shell Wireframe

Complete suitelet shell structure: header + sidebar + content + footer. Copy this structure for any new program.

<div class="suitelet-shell">  <div class="suitelet-header"> <div class="suitelet-header-left"> [LOGO] [PROGRAM NAME] [SUBTITLE] </div> <div class="suitelet-header-right"> [LINKS] [NOTIFICATIONS] [USER AVATAR] </div> </div>  <div class="suitelet-sidebar"> [SECTION LABEL] [NAV ITEMS with icons + badges] [DIVIDERS between sections] </div>  <div class="suitelet-content"> [WELCOME BANNER - cobalt gradient] [KPI GRID - 4 to 6 cards] [PANELS - tables, charts, forms] </div>  <div class="suitelet-footer"> [COMPANY INFO] [VERSION + SYNC TIME] </div> </div>

08 — Alert & Action Item Template

Color-coded alert bars with program label, description, and due date.

[PROGRAM] — Critical alert description. Requires immediate attention.

Due: [DATE]

[PROGRAM] — Warning alert. Monitor and take action if needed.

Due: [DATE]

[PROGRAM] — Informational note. For awareness and planning.

Due: [DATE]

[PROGRAM] — Positive status. On track, being monitored.

Tracking

09 — Financial Summary Block Template

Standard financial detail layout with label-value pairs and summary totals.

[Metric 1]

[Value]

[Context]

[Metric 2]

[Value]

[Context]

[Metric 3]

[Value]

[Context]

[Metric 4]

[Value]

[Context]

Use .kpi-grid or inline grid. Blue for neutral, green for positive, amber for caution metrics.

10 — Temperature & Cold Chain Compliance Template

For frozen/refrigerated programs. Temperature logging, compliance verification, logger tracking.

COLUMNS: Date | Route | District | Depart Temp | Arrive Temp | Max Temp | Logger ID | Compliance TEMPERATURE THRESHOLDS: Refrigerated products: <= 41F from production through delivery Frozen products: <= 0F storage, <= 0F transit Temperature excursion = any reading above threshold COMPLIANCE: PASS (all temps within spec) | EXCURSION (any temp above threshold) RETENTION: Data logger records retained 12 months per FSMA EQUIPMENT: TempTale or Ryan data loggers on all refrigerated trucks

Status Badge Reference

ACTIVE

.status-active

PENDING

.status-pending

APPROVED

.status-approved

COMPLETE

.status-complete

ON TRACK

.status-on-track

AT RISK

.status-at-risk

OVERDUE

.status-overdue

EXPIRED

.status-expired

SCHEDULED

.status-scheduled

REVIEW

.status-review

ENROLLED

.status-enrolled

DRAFT

.status-draft

UPCOMING

.status-upcoming

PASS

.status-pass

FAIL

.status-fail

COMPLIANT

.status-compliant

KPI Card Color Reference

Blue

.kpi-blue

Green

.kpi-green

Amber

.kpi-amber

Red

.kpi-red

Teal

.kpi-teal

Purple

.kpi-purple

Implementation Notes

SUITELET DEPLOYMENT

1. Create SuiteScript 2.0 Suitelet (type: Suitelet)
2. Use serverWidget module for form structure
3. Inject HTML via inline HTML field for custom UI
4. Link to shared.css via file cabinet URL
5. Deploy as Available Without Login for external access
6. Set audience roles (Administrator, Sales Rep, etc.)
7. Add to NetSuite navigation via custom menu

DATA INTEGRATION

1. KPIs: SuiteQL queries against transaction/item records
2. Tables: Saved Search results rendered via N/search
3. Charts: Server-side data, client-side CSS rendering
4. Status badges: Custom record field (select list)
5. Allergen matrix: Item custom fields (multi-select)
6. Financial data: Budget vs Actual custom records
7. Real-time sync: RESTlet endpoints for AJAX updates

Templates are reusable building blocks for creating new program suitelets. Copy structure, replace placeholder content with program-specific data. All components use GFS Design System v10.0 CSS variables.