Attachment 0001 SOO Planogramming-Assortment Planning.pdf

STATEMENT OF OBJECTIVES (SOO)

PLANOGRAMMING-ASSORTMENT PLANNING SOFTWARE-AS-A-SERVICE (SaaS)

SOLUTION

August 13, 2026

1.0 PURPOSE

The purpose of this Statement of Objectives (SOO) is to obtain a comprehensive, commercial

Planogramming and Assortment Planning Software-as-a-Service (SaaS) solution and associated technical support services for the Defense Commissary Agency (DeCA). This capability is critical to modernizing DeCA’s retail category management and space planning operations across approximately 235 global retail locations.

DeCA is seeking a single, integrated, commercial-off-the-shelf (COTS) platform that automates store-specific planogram development, facilitates data-driven category assortments, supports high-fidelity three-dimensional (3D) visualization, and integrates seamlessly with DeCA's existing enterprise systems. The goal is to replace manual processes, improve in-store merchandising execution, and elevate the shopping experience for military patrons.

2.0 SCOPE OF MISSION

The Defense Commissary Agency (DeCA or the Agency) is a component of the Department of

War (DoW) reporting to the Under Secretary of War for Personnel and Readiness. DeCA is headquartered at Fort Lee, Virginia, and operates a worldwide system of 235 commissaries in 45 states, 13 countries and two U.S. territories (approximately 3,000 lanes including self-checkouts). DeCA is a global agency, with annual sales over $4.6 billion and employing more than 14,000 people. DeCA Commissaries sell food and related household items to Active, Reserve, and National Guard members of the Uniformed Services, retirees of these Services, service-related disabled veterans, authorized family members, and other authorized patrons

(customers).

3.0 SCOPE OF REQUIREMENT

To align with commercial software capabilities and foster maximum market competition, this requirement is structured around a single unified SaaS platform. However, to support modular evaluation or phased integration, the technical requirements of the platform are divided into three

(3) distinct, severable Areas of Interest (AOIs):

• AOI 1: Integrated Assortment, Space Planning, & 3D Merchandising Platform

• AOI 2: Compliance Tracking, Lifecycle Management, & Collaboration

• AOI 3: Secure Enterprise API Integration & Data Synchronization

4.0 OPERATING CONSTRAINTS & DEFINITIONS

The Contractor’s proposed solution must adhere to the following mission boundaries:

• Geographic Scope: The solution must support global operations, providing seamless accessibility, data consistency, and layout configurations for all 235 commissaries across the continental United States (CONUS) and outside the continental United States

(OCONUS), including Alaska, Hawaii, Europe, and the Pacific.

• Target User Groups: The platform must support multiple user personas with configurable views, including headquarters-based Category Managers and store planners, store-level personnel executing shelf layouts, and external stakeholders (e.g., suppliers, manufacturers, and brokers)

• Cybersecurity and Information Safeguarding (CMMC Level 2): Because the solution will receive, process, store, transmit, and generate Controlled Unclassified Information (CUI)-such as store-specific floor plans, architectural layout drawings, strategic assortment plans, category management configurations, sales movement metrics, and product placement data-the proposed SaaS solution must fully comply with CMMC Level 2 (or successor requirements), NIST SP 800-171, and DFARS 252.204-7012. System security controls must be maintained across all platform modules throughout the period of performance.

• Data Rights & Internal Use: The Government requires a standard commercial internal use license for the underlying proprietary datasets, libraries, and SaaS platforms. This license must grant DeCA the irrevocable right to ingest, store, merge, and utilize the raw data internally within DeCA's enterprise IT environment (including the SAP/ARTS environment) for official business analysis. The Government requires unlimited rights to all bespoke reports, custom configuration scripts, database structures, and analytical methodologies generated specifically for DeCA under this effort.

• On-boarding, Deployment, and Initial Operational Capability (IOC): To minimize transition risk prior to the expiration of legacy systems, the contractor must demonstrate a mature, turnkey deployment methodology capable of achieving Initial Operational

Capability (IOC) within thirty (30) calendar days of contract award. IOC is successfully achieved when the proposed solution is fully provisioned in a production environment, initial role-based access is configured for all identified government users, and a validated data exchange is established between the solution and the DeCA SAP/ARTS environment.

5.0 PERFORMANCE OBJECTIVES

5.1 General Objectives (Applicable to all proposed AOIs)

The selected solution must encompass comprehensive onboarding, support, and technical services, achieving the following general objectives:

• Program Support: Highly responsive technical and program support to resolve system issues, support ad-hoc configurations, and maintain steady-state operations.

• Platform Usability & Availability: Provide a secure, highly available (minimum 99.5% uptime measured monthly) user-facing platform. The system must be fully functional via common commercial web browsers without requiring specialized client-side software installs, featuring intuitive ad-hoc reporting, multi-dimensional filtering, and standard data exporting (.csv, .xlsx, .json).

• Training: A comprehensive training program (initial live sessions, quarterly ongoing refreshers, and on-demand materials) to ensure high proficiency across headquarters and store-level users.

• Government Testing & Validation Support: Provide and maintain a dedicated, non-production test environment that fully mirrors production capabilities. The contractor must support independent Government acceptance testing, regression testing, and security validations, with a target of resolving 95% of identified system defects within contract-defined severity timelines (e.g., resolving Critical defects prior to production release.

• Enterprise Integration and SAP Compatibility: The solution must support robust, automated, near real-time and batch data exchange utilizing integration mechanisms (e.g., secure APIs and SFTP) that are natively compatible with DeCA's internal IT environments, specifically including the SAP-based Advanced Retail Technology Suite

(ARTS) environment, Oracle, and successor ordering systems, while supporting data mapping and synchronization to DeCA-defined product hierarchies, including transitioning to and aligning with the GS1 Global Product Classification (GPC) standard.

5.2 AOI 1: Integrated Assortment, Space Planning, & 3D Merchandising Platform

The objective is to obtain an integrated commercial SaaS platform that combines product assortment planning, physical space management, and high-fidelity 3D visualization. The proposed solution should achieve the following:

• Assortment Management: Provide intuitive tools to organize, classify, enrich, and manage product listings from raw catalog databases into category-specific assortments aligned with approved merchandising strategies.

• Dynamic Planogramming: Deliver automated planogram creation, maintenance, and scaling capabilities to generate store-specific planograms dynamically based on approved assortments, physical shelf layouts, and custom merchandising rules.

• Native Design Ingestion: Seamlessly ingest, update, and export complex native CAD

(2D and 3D) and BIM datasets, automatically preserving structural data, dimensions, and spatial relationships with zero data corruption.

• Spatial Obstruction Modeling: Integrate spatial awareness rules that accurately model structural obstructions (e.g., columns, poles, low-hanging pipes, and physical store constraints) to ensure digital shelf mockups align perfectly with actual store conditions.

• High-Fidelity 3D Visualizer: Provide an interactive, high-fidelity 3D visualization environment that allows users to view, validate, and optimize shelving facings, custom merchandising fixtures, and product placements before physical deployment.

• Advanced Optimization Modeling: Implement machine learning or advanced algorithmic models that automatically recommend product placement, shelf space allocation, fixture utilization, and shelf facing counts based on historical sales movement and inventory parameters to optimize retail margins and customer satisfaction.

5.3 AOI 2: Compliance Tracking, Lifecycle Management, & Collaboration

The objective is to acquire program-level tracking, validation, and collaboration capabilities to govern the lifecycle of shelf layouts, ensure consistent store-level execution, and facilitate partner collaboration. The proposed solution should achieve the following:

• Compliance Monitoring: Provide store-level implementation tracking and compliance monitoring tools that enable headquarters to validate physical shelf execution against published planograms.

• Automated Validation Scoring: Deliver automated validation scoring mechanisms to evaluate planogram compliance using configurable business rules, visual feedback (e.g., photo submissions), and store-level completion criteria.

• Feedback Loops & Dashboards: Provide interactive dashboards, store-to-headquarters feedback loops, and agency-wide reporting tools that capture local implementation issues, category performance metrics, and compliance trends.

• Planogram Lifecycle Management: Implement structured planogram lifecycle management, offering robust version control, approval routing workflows, user traceability, and complete administrative audit trails.

• Role-Based Access Control (RBAC): Enforce secure, highly configurable role-based access permissions to protect proprietary merchandising data and control user capabilities across internal employees and external stakeholders.

• Collaborative Ecosystem: Support secure, collaborative workspaces and secure import/export pipelines allowing suppliers, manufacturers, and store-level personnel to safely exchange, review, and collaborate on planogram and assortment designs.

5.4 AOI 3: Secure Enterprise API Integration & Data Synchronization

The objective is to establish secure, high-performance integration and data synchronization capabilities to link planogramming activities with DeCA's broader IT enterprise. The proposed solution should achieve the following:

• Enterprise-Grade APIs: Deliver secure, standards-based Application Programming

Interfaces (APIs) and automated data exchange methods to integrate with Government-furnished platforms, including retail, ordering, inventory, and automated inventory replenishment environments.

• Bidirectional Synchronization: Support near real-time and batch synchronization of assortment layouts, item dimensions, product specifications, and shelf placements to ensure data consistency across connected enterprise applications.

• Hierarchy Alignment: Support seamless data mapping and synchronization to DeCA-defined product hierarchies, including transitioning to and aligning with the GS1 Global

Product Classification (GPC) standard.

• Integration Documentation: Provide comprehensive integration documentation, including API data dictionaries, interface control schemas, and error-handling reporting, to ensure seamless interoperability.

• Reverse-Flow Updates: Ensure data-sync processes handle complex reverse-flow updates, including the ability to synchronize and refresh published information regarding category footage or store layouts without requiring manual duplication or republication of the entire associated planogram.