# MODIFIABLE REQUEST FOR PROPOSALS (RFP) TEMPLATE
## Project Title: JD Edwards (JDE), PeopleSoft & Legacy ERP Decommissioning to Read-Only Audit Archive
- **RFP Document Reference**: `VNA-RFP-015` (Companion to Solution Brief `VNA-SB-015`)
- **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://jd-edwards-decommissioning-archive.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 **JD Edwards (World / EnterpriseOne), PeopleSoft, EBS & SAP Legacy ERPs** environment to **Apache Parquet + DuckDB / Oracle Autonomous DB + APEX Read-Only Archive**.

Our primary business and technical objectives are:
- When transitioning to a new cloud ERP, migrating 15 to 25 years of historical line-item transactions (`F0911` Account Ledger, `F0411` AP Ledger, `F0414` Check Detail, `F06116` Payroll History) into the new SaaS ERP bloats subscription costs and pollutes clean-core charts of accounts.
- Leaving the old JD Edwards AS/400 (IBM i) or Windows/Unix database servers online for read-only lookups costs $150,000 to $500,000+ per year in hardware, OS, database, and ERP support renewals.
- Raw database dumps are unusable because JD Edwards stores dates in 6-digit CYYDDD Julian format, implied decimal currencies without decimal points, and cryptic User Defined Codes (`F0005` UDCs) across `PRODDTA` and `PRODCTL`.

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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`) | JD Edwards (World / EnterpriseOne), PeopleSoft, EBS & SAP Legacy ERPs | Full retirement / modernization |
| Target Architecture (`Stack Y`) | Apache Parquet + DuckDB / Oracle Autonomous DB + APEX Read-Only Archive | Production-grade HA/DR & security |
| Legacy ERP Servers / AS/400 LPARs to Retire | `[Insert Count, e.g., 6 servers]` | 100% functional parity & optimization |
| Historical ERP Database Volume (TB) | `[Insert Count, e.g., 12 TB]` | 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 JDE / PeopleSoft Semantic Decoder: Our extraction pipeline converts raw JDE tables (`F0901`, `F0902`, `F0911`, `F0411`, `F0413`, `F0414`, `F03B11`, `F0101`, `F0005`, `F00165` Media Objects) into both raw Bronze tables and human-readable Silver/Gold semantic views with ISO dates, scaled decimals, and joined UDC descriptions.
2. **[MODIFIABLE REQUIREMENT 2]**: Dual-Storage Medallion Architecture (Parquet + Autonomous DB / DuckDB): All historical tables and PDF/TIFF voucher attachments are written to immutable, WORM-compliant Object Storage as ZSTD-compressed Apache Parquet files, queryable either via Oracle Autonomous Database / APEX 24.2 or a zero-server DuckDB analytical engine.
3. **[MODIFIABLE REQUIREMENT 3]**: Pre-Built Auditor & FOIA Search Portal: Finance and HR staff search historical vendor payments, general ledger journals, purchase orders, and W-2/payroll stubs through a familiar web interface with one-click Excel/PDF voucher export.
4. **[MODIFIABLE REQUIREMENT 4]**: Cryptographic Trial-Balance & Control-Total Certification: Every archived fiscal year is reconciled to the penny against legacy `F0902` Account Balances and signed with SHA-256 manifest hashes for external auditors.

### 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 | JDE `F0911` (GL), `F0902` (Balances) & `F0901` (Accounts) | Decoded GL Journal & Trial Balance Archive View + Parquet | Julian Date (`CYYDDD`) & Implied Decimal Normalization | `[Mandatory / Optional]` |
| REQ-02 | JDE `F0411` (AP Voucher) & `F0413`/`F0414` (Payments) | Vendor Payment History & Check Inquiry Portal | `F0101` Address Book & `F0005` UDC Semantic Join | `[Mandatory / Optional]` |
| REQ-03 | JDE `F00165` Media Objects & Scanned TIFF/PDF Vouchers | OCI Object Storage / GCS Bucket + Signed URL Viewer | Attachment Checksum Extraction & Indexing | `[Mandatory / Optional]` |
| REQ-04 | Aging IBM i (AS/400) or Legacy ERP Servers | Serverless Parquet Archive + Oracle APEX / DuckDB UI | Complete Hardware & Support Contract Retirement | `[Mandatory / Optional]` |

### 3.3 Mandatory Platform & Tooling Standards
- Viscosity JDE / PeopleSoft / EBS Semantic Decoder & Trial-Balance Verifier
- Apache Parquet (ZSTD) + DuckDB / Oracle Autonomous Database External Tables
- Oracle APEX 24.2 Read-Only Auditor Portal & APEX Office Print (AOP)
- OCI Object Storage Retention Rules (WORM Compliance) for 7-to-10-year statutory retention

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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: How do you handle JD Edwards Julian dates, implied decimals, and `F0005` UDC lookups?
- **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)**: Our pipeline preserves the untouched raw source columns for forensic audit traceability while automatically materializing decoded ISO-8601 dates, decimal-scaled currency columns (via `F0013` currency decimals), and human-readable UDC descriptions.
- **Evaluator Score (0 to 10 Points)**: `[   / 10 ]`

### Vendor Question 2: Can this archive run with zero ongoing database server licensing?
- **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 offer both an Oracle APEX on Autonomous Database Serverless option and a 100% serverless Parquet + DuckDB-Wasm / Cloud Run deployment that costs less than $50/month in cloud object storage.
- **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 complete JDE Table & Media Object Extraction Catalog (`F0911`/`F0411`/`F00165`), the Julian/Decimal transformation spec, and our Auditor Tie-Out Certification checklist.
- **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 `JD Edwards & Legacy ERP Decommissioning Archive` 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-015` | Companion Portal: https://jd-edwards-decommissioning-archive.web.app/ | This site is designed by Viscosity.AI*