# MODIFIABLE REQUEST FOR PROPOSALS (RFP) TEMPLATE
## Project Title: Oracle E-Business Suite (EBS R12) & PeopleSoft 9.2 Migration to OCI & Exadata Cloud@Customer
- **RFP Document Reference**: `VNA-RFP-016` (Companion to Solution Brief `VNA-SB-016`)
- **Issuing Organization**: `[INSERT ORGANIZATION / COMPANY NAME]`
- **Issue Date**: `[2026-10-27]`
- **Proposal Due Date**: `[INSERT DATE, e.g., +30 Calendar Days]`
- **Reference Architecture Portal**: https://oracle-ebs-peoplesoft-to-oci.web.app/
- **Template Attribution**: This site is designed by Viscosity.AI

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## SECTION 1: ISSUING ORGANIZATION PROFILE & PROCUREMENT SCHEDULE (MODIFIABLE)

> **Instructions for RFP Author**: Replace all bracketed placeholders (`[...]`) below with your organization's specific dates, contacts, and environment metrics before issuing to prospective bidders.

| Procurement Milestone | Target Date / Entry (Modifiable) |
|---|---|
| Issuing Organization Name | `[Insert Legal Entity Name]` |
| Primary Procurement / Technical Contact | `[Insert Name, Title, Email]` |
| RFP Issue Date | `[2026-10-27]` |
| Vendor Written Questions Due | `[Insert Date - Week 2]` |
| Organization Responses to Vendor Q&A | `[Insert Date - Week 3]` |
| Final Vendor Proposals & Pricing Due | `[Insert Date - Week 4]` |
| Technical Architecture Demos / Oral Presentations | `[Insert Date - Week 5]` |
| Target Contract Award & Phase 0 Kickoff | `[Insert Date - Week 6]` |

### 1.1 Executive Summary & Business Objectives
`[INSERT COMPANY NAME]` ("Organization") is soliciting competitive proposals from qualified enterprise architecture and engineering firms to modernize and transition our current **Oracle E-Business Suite (EBS 11i / R12.1 / R12.2) & PeopleSoft On-Premises** environment to **Oracle Cloud Infrastructure (OCI), Exadata Cloud@Customer (ExaCC) & APEX Extensions**.

Our primary business and technical objectives are:
- On-premises Oracle E-Business Suite and PeopleSoft landscapes suffer from slow Concurrent Manager overnight batch windows, week-long manual DBA cloning procedures for DEV/TEST, and aging storage arrays.
- Hundreds of custom `XX_` Oracle Forms (`.fmb`), OA Framework (OAF) Java extensions, and custom `APPS` schema triggers make applying EBS Release Update Packs (RUPs) or PeopleSoft PUM images slow and expensive.
- Strict data residency or low-latency shop-floor integrations often require keeping the database tier inside the corporate data center on Exadata Cloud@Customer (ExaCC) while modernizing lifecycle automation.

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## SECTION 2: CURRENT ENVIRONMENT BASELINE INVENTORY (MODIFIABLE)

Bidders must size their technical delivery plan and fixed-fee milestone pricing against the baseline inventory table below:

| Inventory Dimension | Current Baseline Count / Footprint (Modifiable) | Target Modernization SLA / Objective |
|---|---|---|
| Legacy Source Stack (`Stack X`) | Oracle E-Business Suite (EBS 11i / R12.1 / R12.2) & PeopleSoft On-Premises | Full retirement / modernization |
| Target Architecture (`Stack Y`) | Oracle Cloud Infrastructure (OCI), Exadata Cloud@Customer (ExaCC) & APEX Extensions | Production-grade HA/DR & security |
| EBS / PeopleSoft Database Size (TB) | `[Insert Count, e.g., 15 TB]` | 100% functional parity & optimization |
| CEMLI / Custom XX Forms, Reports & Interfaces | `[Insert Count, e.g., 320 CEMLIs]` | Automated AST & schema uplift |
| Target Cutover Downtime Window | `[e.g., < 15 Minutes / Near-Zero Downtime]` | Rehearsed parallel run + rollback plan |
| Security, Compliance & Identity | `[e.g., SSO/MFA via Entra ID / Okta, Row-Level VPD, Audit Logs]` | Zero critical/high CVEs at Go-Live |

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## SECTION 3: MANDATORY TECHNICAL SCOPE OF WORK & DELIVERABLES (MODIFIABLE)

The selected partner shall execute the project across four gated phases (**Phase 0: AST Discovery & Architecture Blueprint**, **Phase 1: Core Foundation & Data/Code Conversion**, **Phase 2: Integration, Runtime Filtering & UAT**, and **Phase 3: Parallel Run, Cutover & Hypercare**).

### 3.1 Core Architectural Requirements
1. **[MODIFIABLE REQUIREMENT 1]**: Automated OCI / ExaCC Migration via EBS Cloud Manager & PeopleSoft Cloud Manager: We execute reduced-downtime physical/logical migrations of your database tier to OCI Base Database, Exadata Database Service, or on-premises ExaCC, paired with auto-scaling application tiers behind OCI Load Balancers.
2. **[MODIFIABLE REQUIREMENT 2]**: Clean-Core Customization Decoupling with Oracle APEX 24.2 (`XX_APEX` Schema): Instead of modifying seeded EBS Forms or OAF pages, we refactor custom workflows into a dedicated Oracle APEX 24.2 schema integrated seamlessly with EBS ICX session cookies, FND responsibilities, and public PL/SQL APIs.
3. **[MODIFIABLE REQUIREMENT 3]**: EBS Online Patching (`ADOP`) & Edition-Based Redefinition Compliance: All APEX and PL/SQL integrations are engineered to respect EBS 12.2 Editioning Views (`#` views) so zero-downtime `adop` patching operates cleanly.
4. **[MODIFIABLE REQUIREMENT 4]**: Zero-Space Fast Cloning & DR Automation: Non-production EBS and PeopleSoft environments are cloned in under 30 minutes using Exadata sparse snapshots and OCI Object Storage backups.

### 3.2 Component-Level Conversion & Deliverable Matrix
Bidders must confirm compliance with each component conversion requirement below:

| Req ID | Legacy Artifact / Baseline Workload | Required Target Architecture | Engineering Method & Acceptance Criteria | Priority (Modifiable) |
|---|---|---|---|---|
| REQ-01 | Custom EBS Oracle Forms (`XX_*.fmb`) & OAF Pages | Oracle APEX 24.2 Pages with Native EBS ICX Session Auth | Supported EBS-APEX SDK & FND Responsibility Mapping | `[Mandatory / Optional]` |
| REQ-02 | Legacy XML Publisher / Oracle Reports (`XX_*.rdf`) | APEX Interactive Reports + AOP / Analytics Publisher | Real-Time Operational Reporting Offload | `[Mandatory / Optional]` |
| REQ-03 | Manual Multi-Day DBA Test Cloning | EBS / PeopleSoft Cloud Manager One-Click Fast Clones | OCI Snapshot & Terraform Automation | `[Mandatory / Optional]` |
| REQ-04 | On-Premises SAN & Solaris/AIX EBS Database Tier | Exadata Cloud@Customer (ExaCC) or OCI Exadata DB Service | GoldenGate / RMAN Cross-Platform Cutover | `[Mandatory / Optional]` |

### 3.3 Mandatory Platform & Tooling Standards
- Oracle E-Business Suite Cloud Manager & PeopleSoft Cloud Manager on OCI
- Oracle Exadata Cloud@Customer (ExaCC) & OCI Exadata Database Service
- Oracle APEX 24.2 & ORDS (certified EBS extension architecture)
- Viscosity `vai_ebs` Integration Connectors & AMP Governance

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## SECTION 4: VENDOR TECHNICAL Q&A QUESTIONNAIRE & SCORING RUBRIC

Bidders must provide direct, concise written responses to each question below. The Issuing Organization's evaluation committee will grade responses using the embedded benchmark criteria.

### Vendor Question 1: Can Oracle APEX users launch pages directly from the E-Business Suite Navigator without logging in twice?
- **Bidder Response Requirement**: Provide a concrete architectural explanation, reference toolset, and verifiable production proof. Generic marketing statements will be scored zero.
- **Evaluation Benchmark (What High-Scoring Responses Must Demonstrate)**: Yes. We configure the official Oracle EBS-APEX authentication scheme and ICX session validation package so users click a menu item in EBS R12 and land directly in the APEX 24.2 page inheriting their exact `USER_ID`, `RESP_ID`, and `RESP_APPL_ID` context.
- **Evaluator Score (0 to 10 Points)**: `[   / 10 ]`

### Vendor Question 2: Should we choose Exadata Cloud@Customer (ExaCC) or public OCI Exadata Database Service?
- **Bidder Response Requirement**: Provide a concrete architectural explanation, reference toolset, and verifiable production proof. Generic marketing statements will be scored zero.
- **Evaluation Benchmark (What High-Scoring Responses Must Demonstrate)**: Choose ExaCC when data sovereignty regulations or sub-millisecond factory/lab LAN latency require the hardware to sit inside your physical data center under an OPEX subscription. Choose public OCI when you want full data center exit.
- **Evaluator Score (0 to 10 Points)**: `[   / 10 ]`

### Vendor Question 3: What is included in the downloadable PDF Solution Brief?
- **Bidder Response Requirement**: Provide a concrete architectural explanation, reference toolset, and verifiable production proof. Generic marketing statements will be scored zero.
- **Evaluation Benchmark (What High-Scoring Responses Must Demonstrate)**: The PDF Solution Brief includes the EBS R12.2 + APEX 24.2 Clean-Core Reference Architecture (Edition-Based Redefinition compliant), the ExaCC vs. OCI sizing guide, and our zero-downtime EBS Cloud Manager cutover plan.
- **Evaluator Score (0 to 10 Points)**: `[   / 10 ]`

### Vendor Question 4: How do you prevent report and query fan-out bloat, and how do you guarantee zero vendor lock-in?
- **Bidder Response Requirement**: Detail your methodology for clustering redundant legacy queries/reports into canonical core SQL views with runtime or AI-inference filtering, and specify customer code/data ownership upon project completion.
- **Evaluation Benchmark (What High-Scoring Responses Must Demonstrate)**: Bidder must demonstrate deterministic AST SQL clustering (collapsing 75%-90% of cloned reports into core database views with runtime predicates), 100% customer ownership of all DDL, PL/SQL, application source code, and Terraform scripts, and zero proprietary runtime lock-in.
- **Evaluator Score (0 to 10 Points)**: `[   / 10 ]`

### Vendor Question 5: Describe your automated regression testing, parallel run, and zero-downtime cutover methodology.
- **Bidder Response Requirement**: Specify how data parity, business-rule equivalence, and rollback safety are verified prior to production cutover.
- **Evaluation Benchmark (What High-Scoring Responses Must Demonstrate)**: Bidder must provide automated row-count and cryptographic hash reconciliation, automated unit/UI test suites (e.g., utPLSQL, Playwright), and a rehearsed cutover runbook with sub-minute rollback capability.
- **Evaluator Score (0 to 10 Points)**: `[   / 10 ]`

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## SECTION 5: COMMERCIAL PRICING & LICENSING MATRIX (MODIFIABLE)

Bidders must complete the fixed-price milestone table below and disclose all recurring software or cloud consumption assumptions.

| Milestone / Cost Category | Deliverable & Acceptance Gate | Fixed Fee / Annual Cost (USD) | Estimated Duration (Weeks) |
|---|---|---|---|
| **Phase 0: Discovery & AST Code/Schema X-Ray** | Verified inventory, dead-code manifest, core SQL fan-out map, and final blueprint | `$[Insert]` | `[2 - 3 Weeks]` |
| **Phase 1: Target Environment & Automated Uplift** | Provisioned target stack, schema migration, and core business logic conversion | `$[Insert]` | `[4 - 8 Weeks]` |
| **Phase 2: UI, Integrations, Reporting & UAT** | Completed application/portal screens, runtime reports, AOP templates, and UAT sign-off | `$[Insert]` | `[3 - 6 Weeks]` |
| **Phase 3: Production Cutover & Hypercare** | Rehearsed cutover, reconciliation sign-off, documentation, and 30-day hypercare | `$[Insert]` | `[2 - 3 Weeks]` |
| **Optional: Annual Managed Services / Support** | 24x7 monitoring, patching, DBA performance tuning, and quarterly enhancements | `$[Insert / yr]` | `[12 Months]` |

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## SECTION 6: PROPOSAL EVALUATION SCORECARD (MODIFIABLE)

| Evaluation Criterion | Weight (%) | Description |
|---|---|---|
| **1. Technical Architecture & Automation Tooling** | `35%` | Depth of AST automation, query fan-out rationalization, database/cloud architecture, and zero lock-in. |
| **2. Verifiable Production Experience & References** | `25%` | Proven track record delivering identical `Oracle EBS R12 & PeopleSoft Migration to OCI / ExaCC` engagements with measurable outcomes. |
| **3. Cutover Safety, Testing & Compliance** | `20%` | Rigor of data reconciliation, automated regression testing, security/compliance controls, and rollback safety. |
| **4. Commercial Value & Total Cost of Ownership (TCO)** | `20%` | Transparent fixed-fee milestone pricing and 3-to-5 year software/cloud licensing savings. |
| **TOTAL** | **`100%`** | |

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*Template Reference: `VNA-RFP-016` | Companion Portal: https://oracle-ebs-peoplesoft-to-oci.web.app/ | This site is designed by Viscosity.AI*