# MODIFIABLE REQUEST FOR PROPOSALS (RFP) TEMPLATE
## Project Title: IBM Db2 for z/OS, iSeries (AS/400) & Db2 LUW Migration to Oracle Database 23ai & Exadata
- **RFP Document Reference**: `VNA-RFP-026` (Companion to Solution Brief `VNA-SB-026`)
- **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://ibm-db2-mainframe-to-oracle-23ai.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 **IBM Db2 for z/OS (Mainframe), Db2 for i (AS/400), Db2 LUW 11.5, SQL PL, EBCDIC, JCL/COBOL** environment to **Oracle Database 23ai on OCI / Exadata / ODA X11, PL/SQL Packages, GoldenGate Db2 CDC**.

Our primary business and technical objectives are:
- IBM z/OS Monthly License Charges (MLC) and MIPS-based pricing penalize every new analytics query, API call, or digital channel hitting Db2.
- Db2 z/OS and AS/400 schemas rely on EBCDIC collating sequences, packed decimal (COMP-3) copybooks, and Db2-specific SQLCODE/SQLSTATE cursor semantics that break naive migration tools.
- Tightly coupled CICS screens, green-screen 5250 RPG programs, and overnight JCL/COBOL batch jobs require phased coexistence with the new database.

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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`) | IBM Db2 for z/OS (Mainframe), Db2 for i (AS/400), Db2 LUW 11.5, SQL PL, EBCDIC, JCL/COBOL | Full retirement / modernization |
| Target Architecture (`Stack Y`) | Oracle Database 23ai on OCI / Exadata / ODA X11, PL/SQL Packages, GoldenGate Db2 CDC | Production-grade HA/DR & security |
| Db2 Tables, Views & Copybook Structures | `[Insert Count, e.g., 1200 tables]` | 100% functional parity & optimization |
| SQL PL Procedures, Triggers & Batch Programs | `[Insert Count, e.g., 600 programs]` | 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 DDL & Data Type Mapping: Convert Db2 TABLESPACES, GRAPHIC/VARGRAPHIC, DECFLOAT, and packed decimals into Oracle 23ai tablespaces, NUMBER, and UTF-8 columns with linguistic binary sort (`NLS_SORT=EBCDIC`) where legacy sort order is required.
2. **[MODIFIABLE REQUIREMENT 2]**: SQL PL & Embedded SQL Translation: Parse Db2 SQL PL procedures, DB2triggers, and Pro*COBOL / embedded SQL cursor loops into compiled Oracle 23ai PL/SQL packages.
3. **[MODIFIABLE REQUIREMENT 3]**: Batch & UI Modernization: Convert JCL/SORT batch steps into high-speed Oracle bulk PL/SQL (`FORALL`) and `DBMS_SCHEDULER` chains, while replacing CICS / 5250 green screens with Oracle APEX 24.2.
4. **[MODIFIABLE REQUIREMENT 4]**: Real-Time Coexistence: Stream live transactions from Db2 z/OS (IFI 306 log read) or Db2 LUW into Oracle 23ai via Oracle GoldenGate for parallel validation before final cutover.

### 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 | Db2 SQL PL Stored Procedures & UDFs | Oracle 23ai PL/SQL Packages & Pipelined Functions | AST translation of DECLARE CURSOR WITH HOLD, SQLCODE handlers, and DGTT temp tables | `[Mandatory / Optional]` |
| REQ-02 | EBCDIC Character Data & Collating Sequence | Oracle AL32UTF8 + NLS_SORT=EBCDIC Functional Indexes | Transcode CCSID 37/500/1140 to UTF-8 while preserving exact mainframe ORDER BY behavior | `[Mandatory / Optional]` |
| REQ-03 | COBOL Copybooks & Packed Decimal (COMP-3) | Oracle 23ai NUMBER(p,s) + External Tables / SQL*Loader | Unpack binary COMP/COMP-3 fields with automated precision and checksum reconciliation | `[Mandatory / Optional]` |
| REQ-04 | CICS BMS Maps & AS/400 5250 Display Files (DSPF) | Oracle APEX 24.2 Keyboard-Driven Web Forms & Grids | Preserve sub-second hotkey data-entry ergonomics inside modern browser pages | `[Mandatory / Optional]` |
| REQ-05 | JCL / DFSORT Overnight Batch Streams | DBMS_SCHEDULER Chains + Parallel SQL / PL/SQL | Replace multi-hour tape/disk sort steps with in-database parallel hash joins | `[Mandatory / Optional]` |

### 3.3 Mandatory Platform & Tooling Standards
- Oracle Database 23ai on Exadata Cloud@Customer (ExaCC), OCI, or ODA X11
- Oracle GoldenGate for Db2 (z/OS IFI 306, iSeries Journal, and Db2 LUW CDC)
- Oracle SQL Developer Migration Workbench & Viscosity SQL PL AST Transpiler
- Oracle APEX 24.2 (Mainframe CICS / 5250 Green-Screen Replacement)
- Oracle SQLcl Liquibase & utPLSQL Automated Reconciliation Harness

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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 mainframe applications that rely on EBCDIC sort order (where numbers sort after letters)?
- **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)**: In EBCDIC, uppercase letters sort before digits (0-9), whereas in ASCII/UTF-8 digits sort before letters. For queries and batch programs that depend on mainframe sort order, we apply Oracle linguistic sorting (NLSSORT with EBCDIC) and function-based indexes so data is stored cleanly in UTF-8 while returning identical sort order.
- **Evaluator Score (0 to 10 Points)**: `[   / 10 ]`

### Vendor Question 2: Can we migrate Db2 to Oracle in phases while CICS or COBOL applications are still running?
- **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. Using Oracle GoldenGate for Db2 (supporting z/OS, iSeries journals, and LUW logs), we maintain sub-second bi-directional or uni-directional replication between Db2 and Oracle 23ai so workloads can cut over domain by domain.
- **Evaluator Score (0 to 10 Points)**: `[   / 10 ]`

### Vendor Question 3: 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 4: 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 `IBM Db2 (z/OS & LUW) to Oracle 23ai Migration` 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-026` | Companion Portal: https://ibm-db2-mainframe-to-oracle-23ai.web.app/ | This site is designed by Viscosity.AI*