# MODIFIABLE REQUEST FOR PROPOSALS (RFP) TEMPLATE
## Project Title: EPM & Hyperion Branch Management, M&A Acquisition Onboarding & Trial Balance Hub on OCI & APEX
- **RFP Document Reference**: `VNA-RFP-021` (Companion to Solution Brief `VNA-SB-021`)
- **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://hyperion-hfm-essbase-to-epm-cloud.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 **On-Premises Hyperion HFM, Essbase, Planning, Brittle FDMEE Scripts & Acquired Subsidiary ERPs (QuickBooks / NetSuite / Legacy GLs)** environment to **Oracle EPM Cloud (FCCS / EPBCS), Autonomous DB 23ai Financial Data Hub, APEX Branch Management & Acquisition Onboarding App + AOP**.

Our primary business and technical objectives are:
- M&A & Global Branch Onboarding Bottleneck: Pre-IPO and acquisitive enterprises buying small domestic and international branches cannot wait 4 to 6 months per acquisition to roll out full Oracle Fusion ERP or rewrite Hyperion FDMEE integrations before getting visibility into cash, payments, and trial balances.
- Brittle FDMEE Scripts & Rigid Essbase Cubes: Traditional Hyperion HFM, Planning, and Essbase environments bury critical Chart of Accounts (COA) mappings, currency translations, and allocation logic inside fragile FDMEE Jython/VBScript load rules that break whenever a branch adds an account.
- Expensive Intercompany & Manual Smart View Marathons: Settling intercompany AR/AP across dozens of branches often triggers $900K+ COTS software quotes, while analysts spend weeks copying Smart View slices into Excel board books that lose their underlying transactional audit trail.

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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`) | On-Premises Hyperion HFM, Essbase, Planning, Brittle FDMEE Scripts & Acquired Subsidiary ERPs (QuickBooks / NetSuite / Legacy GLs) | Full retirement / modernization |
| Target Architecture (`Stack Y`) | Oracle EPM Cloud (FCCS / EPBCS), Autonomous DB 23ai Financial Data Hub, APEX Branch Management & Acquisition Onboarding App + AOP | Production-grade HA/DR & security |
| Acquired Branches, Subsidiaries & HFM/Essbase Cubes | `[Insert Count, e.g., 12 branches/cubes]` | 100% functional parity & optimization |
| FDMEE Data Load Rules, Trial Balances & COA Mappings | `[Insert Count, e.g., 180 rules/TBs]` | Automated AST & schema uplift |
| Intercompany Entities & AOP Board Report Packages | `[Insert Count, e.g., 18 IC/AOP packs]` | `[Target Rationalization / SLA]` |
| 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]**: Branch Management ('The Agile Acquisition Onboarding Data App'): Deployed in Oracle APEX 24.2 on Autonomous Database 23ai, this application acts as an immediate operational bridge for newly acquired domestic and international branches. Remote branch controllers upload non-standard trial balances and PDF bank statements (parsed via OCI Document Understanding and Generative AI), route branch disbursements through centralized remote payment authorization workflows, and feed corporate consolidation within days of deal close.
2. **[MODIFIABLE REQUIREMENT 2]**: The OCI Intelligent Financial Data Hub ('Flexible Shock Absorber' Replacing FDMEE): Instead of wiring messy source ERPs directly into Hyperion or FCCS via brittle FDMEE scripts, Autonomous Database 23ai sits in the middle as a governed 'Shock Absorber.' Finance Data Engineers manage COA crosswalks, entity hierarchies, and pre-load balance validations directly in APEX before pushing clean, balanced data to Oracle EPM Cloud (FCCS / EPBCS) via EPM Integration Agent and REST APIs.
3. **[MODIFIABLE REQUIREMENT 3]**: Built-In Intercompany Settlement Hub: Automates multi-entity intercompany invoicing, currency tie-outs, and elimination matching across parent and acquired branches inside the OCI Financial Data Hub, avoiding $900K+ in standalone commercial intercompany software licenses.
4. **[MODIFIABLE REQUIREMENT 4]**: Auditable Financial Reporting Hub with APEX Office Print (AOP): Generates pixel-perfect multi-tab Excel, PDF, and Word financial packages where executive summary tabs are dynamically bundled with locked, read-only source detail tabs ('Answer Every Question' in a single auditable workbook).

### 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 | 4-to-6 Month Post-Merger ERP Rollout for Acquired Branches | APEX Branch Management & Agile Acquisition Onboarding Data App | Onboard acquired branches in days with AI trial-balance parsing & remote payment controls | `[Mandatory / Optional]` |
| REQ-02 | Brittle Hyperion FDMEE / ODI Jython & VBScript Load Rules | OCI 23ai Financial Data Hub ('Shock Absorber') + APEX COA Crosswalks | Self-service Finance Data Engineer mapping UI with automated debit/credit tie-out checks | `[Mandatory / Optional]` |
| REQ-03 | On-Premises Hyperion Financial Management (HFM) & Essbase | Oracle EPM Cloud (FCCS / EPBCS) + Autonomous DB 23ai Analytic Views | Migrate consolidation rules to FCCS while offloading high-volume operational drill-downs to 23ai | `[Mandatory / Optional]` |
| REQ-04 | Manual Intercompany Spreadsheets or $900K+ COTS Intercompany Tools | APEX Intercompany Settlement & Elimination Hub on OCI | Automated multi-branch AR/AP matching, FX translation, and elimination journal generation | `[Mandatory / Optional]` |
| REQ-05 | Disconnected Excel Smart View Board & Audit Packages | APEX Financial Reporting Hub + APEX Office Print (AOP) | One-click multi-tab Excel/PDF books bundling summary statements with locked source ledger tabs | `[Mandatory / Optional]` |

### 3.3 Mandatory Platform & Tooling Standards
- Oracle APEX 24.2 (Branch Management App, COA Crosswalk Workbench, Intercompany Hub & Native Approvals)
- Oracle Autonomous Database 23ai (Select AI, AI Vector Search, Analytic Views & Medallion Financial Lakehouse)
- Oracle EPM Cloud (FCCS, EPBCS, ARCS, EDMCS) & EPM Integration Agent REST Automation
- OCI Document Understanding & OCI Generative AI (Automated PDF Bank Statement & Trial Balance Extraction)
- APEX Office Print (AOP) & Oracle Analytics Cloud (OAC) for Auditable Multi-Tab Financial Books

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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: What is the Branch Management & Agile Acquisition Onboarding Data App?
- **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)**: It is an Oracle APEX 24.2 and Autonomous Database 23ai solution designed for acquisitive enterprises that need immediate financial governance over newly acquired domestic or international branches before rolling out full corporate ERP. It handles AI-assisted trial balance and PDF bank statement ingestion, COA crosswalk mapping, remote payment authorization, and intercompany settlement in days instead of months.
- **Evaluator Score (0 to 10 Points)**: `[   / 10 ]`

### Vendor Question 2: Why put an OCI Autonomous Database Financial Data Hub in front of Oracle EPM Cloud (FCCS / EPBCS)?
- **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)**: EPM Cloud is a specialized consolidation and planning engine, not a staging lakehouse for messy multi-ERP trial balances. Staging and validating source ledgers in an OCI 23ai 'Shock Absorber' with self-service APEX mapping eliminates brittle FDMEE scripts and keeps your EPM cubes clean and fast.
- **Evaluator Score (0 to 10 Points)**: `[   / 10 ]`

### Vendor Question 3: How does the Financial Reporting Hub with APEX Office Print (AOP) improve auditability over Smart View?
- **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)**: While Smart View is great for ad-hoc analyst slicing, formal board and audit packages generated through our APEX + AOP Reporting Hub automatically bundle the formatted financial statements with locked, read-only tabs containing the exact underlying source transactions and parameter metadata, so every number is 100% self-explaining.
- **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 `EPM & Hyperion Branch Management & Trial Balance Hub` 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-021` | Companion Portal: https://hyperion-hfm-essbase-to-epm-cloud.web.app/ | This site is designed by Viscosity.AI*