RFP INVITATION LETTER TEMPLATE

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Invitation letter to RFP
1 (9)
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Prepared (also subject responsible if other)
Richard Pym
Approved
Checked
Date
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Reference
2014-09-08
Dear Madam or Sir,
Ericsson is soliciting projects from researchers across Canada for the
purposes of strengthening Canada’s Information and Communications
Technology (ICT) ecosystem and to enhance its vision of a Networked
Society. Our objective is to select research projects that fully meet the
requirements identified in this Request for Proposal (RFP).
We would hereby like to invite researchers from your institution to submit
proposals in accordance to the "Request for Research Project Proposal”.
Within the RFP you will find all the information necessary to conduct a proper
assessment of Ericsson’s requirements. Please note, unless otherwise
indicated all financial information is stated in Canadian dollars.
Proposals received between Sept 10th 2014 and October 31st 2014 in
response to this RFP will be handled by Ericsson eSourcing, an Internet
based application.
If you would like to submit a proposal, please confirm your contact information
by replying to this invitation with the following details before October 15th,
2014 to receive detailed instructions outlining the RPF guidelines:
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Institution name
Contact person (First Name, Last Name)
Email address
Telephone number
Regards,
Richard Pym
Strategic Sourcing Manager,
BNET SW, Systems & Consultancy Sourcing Americas
richard.pym@ericsson.com
Invitation letter to RFP
2 (9)
No.
Prepared (also subject responsible if other)
Richard Pym
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Checked
Date
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Reference
2014-09-08
Online Request for Proposal (RFP)
Request for Canadian Research Proposal
Content
1
Background and Scope ....................................................................... 3
1.1
Scope of the Project ................................................................. 3
1.2
Attachments (Online under “RFX Attachments” link) ..................
2
Supplier Selection Process ................................................................. 3
2.1
The process of selecting suppliers will be handled by Ericsson
eSourcing, an Internet based application hosted by Integrated
Business Exchange (IBX). Timeline......................................... 4
2.2
Evaluation of the Proposals ...................................................... 4
3
Instructions for Quote ......................................................................... 5
3.1
Acknowledge Intention to Participate ........................................ 5
3.2
Login Details to Ericsson eSourcing ......................................... 5
3.3
How to Respond and Read Online Material .............................. 6
3.4
Supplier’s Cost for Document Development ............................. 7
3.5
Information Policy in the RFP ................................................... 7
3.6
RFP Response Checklist .......................................................... 7
4
Contact Details ..................................................................................... 7
4.1
Commercial Contact ................................................................. 8
4.2
Ericsson eSourcing Application Support ................................... 8
5
Confidentiality ...................................................................................... 8
6
Ericsson eSourcing Application Instructions .................................... 8
Enclosures to this letter
Exhibit1 – Research RFP Details
Exhibit2 – Research RFP Answer template
Exhibit3 – Template for General Terms: Industry-University Research
Agreement
Research RFP Details
Research RFP
Industry-University
Answer Template Research Agreement
Invitation letter to RFP
3 (9)
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Prepared (also subject responsible if other)
Richard Pym
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Date
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2014-09-08
1
1.1
Background and Scope
Scope of the Project
Ericsson is inviting Canadian universities to submit research project proposals
that can benefit Ericsson’s business in Canada and internationally.
Projects should be in the range from $30,000 to $60,000 CAD and areas of
focus include, but are not limited to the following subjects:
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Next generation IP network
Next generation fixed and mobile broadband technologies (ie. 5G)
Heterogeneous networks and small cells
Telco cloud computing
Smart Grid communications
Machine-to-machine communications
Internet of the future
Business model research
Social implications of a networked society
Energy efficiency of infrastructure
Virtualization
Applications of networked society such as e-health, m-health,
intelligent transportation systems, security or cyber-security
Video solutions
OSS and BSS solutions
The RFP is for well-defined projects undertaken by university researchers,
their students and collaborators. Direct project costs are shared by Ericsson
and potentially funding agency such as MITACS or NSERC, depending on
eligibility.
While a majority of the awards are for one year, projects may range from one
year to two years in duration. The projects can be at any point in the R&D
spectrum that is consistent with the university’s research, training and
technology transfer mandate. Eligible projects include focused projects with
specific short to medium term objectives. All proposals require evidence of
detailed planning, sound budget justification and must clearly spell out the
underlying assumptions, intended approaches, milestones and deliverables.
Projects that focus on the application of existing technology, provide routine
analysis, collect data without interpreting underlying mechanisms, or provide
professional practice or consulting services (contract research) are not
eligible. Similarly, proposals that involve the set-up and operational
management of an institute, a formal or informal group of researchers, or that
are principally associated with the acquisition and maintenance of scientific
equipment will not be considered.
Invitation letter to RFP
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2014-09-08
2
2.1
Supplier Selection Process
The process of selecting suppliers will be handled by Ericsson
eSourcing, an Internet based application hosted by Integrated
Business Exchange (IBX).
Timeline
The timeline for the RFP process is outlined below.
Event
Date/Time Frame
RFP Issuance
September 10th, 2014
RFP Questions Deadline
October 1st, 2014
Ericsson Reply to Questions Deadline
October 15th, 2014
RFP Proposal Submission Deadline
October 31st, 2014
Estimated RFP Response Review
Period by Ericsson
November 1st 2014 to December 1st
2014
Estimated Final Decision Made and
Research Project Selected
December 2014
Please note that all proposal submissions must be received on or before
the date and time specified in the RFP.
2.2
Evaluation of the Proposals
Ericsson will evaluate all proposals with respect to the terms and conditions
outlined in the RFP to determine the feasibility of signing an agreement with
your institution based upon the submitted proposal.
Invitation letter to RFP
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2014-09-08
3
3.1
Instructions for Quote
Acknowledge Intention to Participate
If you would like to submit a proposal, please confirm your contact information
by replying to this email with the following details by October 15th, 2014 to
receive detailed instructions outlining the RPF guidelines:
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3.2
Institution name
Contact person (First Name, Last Name)
Email address
Telephone number
Login Details to Ericsson eSourcing
Once your information is uploaded to the Ericsson eSourcing application you
will automatically receive an email that contains your password and login ID.
For security purposes, please change your password upon initial login. Your
password must be a minimum of seven characters and included at least one
number. Please note that the login ID and password is case sensitive.
3.2.1
Request More User Logins
Some institution may require more than one login. User requests shall be sent
to your commercial contact in the following format:
3.2.2
Supplier
Name
Contact Work
Phone Number
Contact
Email
User
First
Name
Institution
+1 234 567 8901
test@test.com
James
User
Last
Name
Smith
Country
Canada
URL Address
URL: http://ericsson.esourcing.ibxnordic.net
3.2.3
Problems with Login
If you are experiencing issues with your login or other technical related
problems, please contact the Ericsson eSourcing Support Department.
Invitation letter to RFP
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3.3
How to Respond and Read Online Material
For functional instructions on how to respond to the RFX, exporting RFX
responses or uploading/downloading attachments, please review the Supplier
Tutorials.
You will also find online tutorials in the eSourcing application (top right
corner).
When completing the RFP, suppliers should note the following requirements:
3.3.1
Technical Requirements
The Ericsson eSourcing application requires that all “pop-up blocker”
software be disabled on your local PC when you are accessing the eSourcing
application.
Please make sure that you allow “pop ups” in your Internet browser or
you will not be able to respond to the RFP.
3.3.2
Attachments Guidelines
If you are uploading attachments in the RFP, please reference “Exhibit X –
Tutorial_Add and Download RFx Attachments” for instructions.
In addition, please ensure you adhere to the guidelines below. Ericsson will
not review or consider attachments unless suppliers conform to instructions
and specifications which are issued herein.
1. Suppliers should ONLY upload attachments if the questions request
them to do so. All other attachments will not be considered as part of
the quotation.
2. The naming convention for all attachments is as follows:
<question no>_<supplier name>_<your file name>
Example: If Supplier A as a supplier were to provide an organization
chart for question 3.1: “3.1_Supplier A_Organization chart Europe”
3.3.3
Statement of Compliance
The supplier must provide a complete and clear statement of compliance. For
each questions requiring a statement of compliance, the supplier must state
comply or not comply.
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Yes/Comply - meaning that the statement is fully accepted
Invitation letter to RFP
7 (9)
No.
Prepared (also subject responsible if other)
Richard Pym
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Checked
Date
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Reference
2014-09-08
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3.4
Partially - the supplier must provide a clear description of areas of
non-compliance
No/Not Compliant - meaning that the statement is not accepted
Supplier’s Cost for Document Development
Costs for developing the proposal responses are entirely the responsibility of
the proposing party and shall not be charged in any manner to Ericsson.
No information in whole or in part will be returned to the respondents unless
arrangements are made in advance of receipt of the proposals by Ericsson.
Please indicate the name, title, and location of the individual(s) who would
attend if your institution were selected to further negotiations. The persons
chosen to represent your institution should reflect your commitment to our
effort plus Ericsson’s requirements for account management.
3.5
Information Policy in the RFP
Please note that all information submitted in the RFP will be treated
confidentially and will not be shared with any other party that is not directly
involved in the process.
3.6
RFP Response Checklist
During the time period when the RFP is open, suppliers are able to alter or
update any given responses. When the session is closed, changes will no
longer be accepted. All responses to the RFP should ONLY be submitted
online, unless explicitly requested by Ericsson in writing.
In order for your submission to be considered complete, suppliers will have
performed the following activities by the RFP’s closing date:
1. Completed online questionnaires
2. Added all requested attachments
4
Contact Details
All communication between Ericsson and suppliers will be via email. Do not
use the Message functionality in the Ericsson eSourcing application.
Invitation letter to RFP
8 (9)
No.
Prepared (also subject responsible if other)
Richard Pym
Approved
Checked
Date
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Reference
2014-09-08
4.1
Commercial Contact
For commercial questions, please contact:
Richard Pym
Strategic Sourcing Manager,
BNET SW, Systems & Consultancy Sourcing Americas
Email: richard.pym@ericsson.com
4.2
Technical Contact
For technical questions, please contact:
Pierre Boucher
Head of Research & Innovation
Email: pierre.boucher@ericsson.com
4.3
Ericsson eSourcing Application Support
For login credentials or password reset please contact:
Ericsson eSourcing Support Desk
Email: gsso@ericsson.com
For Ericsson eSourcing application Support, please contact:
Cristina Stefan
eSourcing Analyst
Email: cristina.stefan@ericsson.com
Phone: +40214016417
5
Confidentiality
Ericsson will treat all information submitted as confidential and will disclose
this information only to its employees and those individuals bound by
confidentiality who may from time-to-time assist Ericsson on this subject.
All information provided to you by Ericsson in connection with the process is
to be treated as confidential and proprietary to Ericsson. As such, this
material is to be used by you solely for the purpose of responding to this RFP.
Access shall not be granted to third parties except upon Ericsson’s expressed
and prior written consent and upon prior written agreement of the intended
recipient to treat the materials as confidential. Ericsson may at any time
request that any or all of its materials be returned or destroyed.
Invitation letter to RFP
9 (9)
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Richard Pym
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Date
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Reference
2014-09-08
6
Ericsson eSourcing Application Instructions
Client Side
Requirements
Login and Place Bids
and Answers
Add and Download
Attachments
Run reports
Download