Invitation letter to RFP 1 (9) No. Prepared (also subject responsible if other) Richard Pym Approved Checked Date Rev 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: 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 Approved Checked Date Rev 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) No. Prepared (also subject responsible if other) Richard Pym Approved Checked Date Rev Reference 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: 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 4 (9) No. Prepared (also subject responsible if other) Richard Pym Approved Checked Date Rev Reference 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 5 (9) No. Prepared (also subject responsible if other) Richard Pym Approved Checked Date Rev Reference 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: 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 6 (9) No. Prepared (also subject responsible if other) Richard Pym Approved Checked Date Rev Reference 2014-09-08 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. Yes/Comply - meaning that the statement is fully accepted Invitation letter to RFP 7 (9) No. Prepared (also subject responsible if other) Richard Pym Approved Checked Date Rev Reference 2014-09-08 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 Rev 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) No. Prepared (also subject responsible if other) Richard Pym Approved Checked Date Rev Reference 2014-09-08 6 Ericsson eSourcing Application Instructions Client Side Requirements Login and Place Bids and Answers Add and Download Attachments Run reports