Invitation letter to RFP 1 (9)

Prepared (also subject responsible if other) No.

Richard Pym
Approved Checked Date Rev Reference

2017-Nov-03

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 November 3rd 2017 and December 22nd 2017 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 the invitation email and sender with the following detail before
November 15th, 2017 to receive detailed instructions outlining the RFP
guidelines:

 Institution name
 Contact person (First Name, Last Name)
 Email address
 Telephone number

Regards,

Richard Pym
Strategic Sourcing Manager
BNES BL PRS Product Management Services

Ericsson Canada
Phone 613-963-8601
richard.pym@ericsson.com
www.ericsson.com
 Invitation letter to RFP 2 (9)
Prepared (also subject responsible if other) No.

Richard Pym
Approved Checked Date Rev Reference

2017-Nov-03

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..........................................3
2.2 Evaluation of the Proposals.......................................................4
3 Instructions for Quote...........................................................................4
3.1 Acknowledge Intention to Participate.........................................4
3.2 Login Details to Ericsson eSourcing..........................................5
3.3 How to Respond and Read Online Material...............................5
3.4 Supplier’s Cost for Document Development..............................6
3.5 Information Policy in the RFP....................................................7
3.6 RFP Response Checklist...........................................................7
4 Contact Details......................................................................................7
4.1 Commercial Contact..................................................................7
4.2 Ericsson eSourcing Application Support....................................7
5 Confidentiality..........................................................................................8

Enclosures to this letter

Exhibit1 – Research RFP Details
Exhibit2 – Research RFP Answer template
Exhibit3 – Template for General Terms: Industry-University Research
Agreement
 Invitation letter to RFP 3 (9)
Prepared (also subject responsible if other) No.

Richard Pym
Approved Checked Date Rev Reference

2017-Nov-03

Ericsson%20RFP%2 RFP%20answer%20t University%20(NSER

02018%20rev%20%20PA1_EN.doc
emplate%202018%20rev%20pa1.doc
C)%20template%20rfp%202018.doc

1 Background and Scope

1.1 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 $50,000 CAD and areas of focus include, but are not
limited to the following subjects:

 Operator Support Systems - OSS

 Business Support Systems - BSS
 TV and Media Systems
 Cloud Technologies
 Network Function Virtualization - NFV
 Software Defined Networks - SDN
 5G
 LTE
 Radio
 Network, Architecture and Protocols
 Media Technologies
 Cloud System Software Technologies
 Hardware, Device and EMF
 Machine Intelligence
 Security
 Digital Services Design
 Internet of Things
 User Experience
 Smart Grid communications
 Software engineering
 Machine type communications
 Internet of the future
 Business model research
 Social implications of a networked society
 Energy efficiency of infrastructure
 Virtualization
 Invitation letter to RFP 4 (9)
Prepared (also subject responsible if other) No.

Richard Pym
Approved Checked Date Rev Reference

2017-Nov-03

 Smart Cities
 Data Center Architecture & Management
 Applications of networked society such as utilities, e-health, m-health,
intelligent transportation systems, security or cyber-security

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.

2 Supplier Selection Process

2.1 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 November 3rd 2017

RFP Questions Deadline November 30th 2017

Ericsson Reply to Questions Deadline December 8th 2017

RFP Proposal Submission Deadline December 22nd 2017

 Invitation letter to RFP 5 (9)
Prepared (also subject responsible if other) No.

Richard Pym
Approved Checked Date Rev Reference

2017-Nov-03

Estimated RFP Response Review January 2018

Period by Ericsson

Estimated Final Decision Made and January 2018

Research Project Selected

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.

3 Instructions for Quote

3.1 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 November 30th, 2017 to
receive detailed instructions outlining the RFP guidelines:

 Institution name
 Contact person (First Name, Last Name)
 Email address
 Telephone number

3.2 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:
 Invitation letter to RFP 6 (9)
Prepared (also subject responsible if other) No.

Richard Pym
Approved Checked Date Rev Reference

2017-Nov-03

User User
Supplier Contact Work Contact First Last
Name Phone Number Email Name Name Country
test@test.co
Institution +1 234 567 8901 m James Smith Canada

3.2.2 URL Address

URL: https://isource1.zycus.com/isource6/login.htm

3.2.3 Problems with Login

If you are experiencing issues with your login or other technical related
problems, please contact Alina, alina.chiriac@ericsson.com.

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.
 Invitation letter to RFP 7 (9)
Prepared (also subject responsible if other) No.

Richard Pym
Approved Checked Date Rev Reference

2017-Nov-03

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

 Partially - the supplier must provide a clear description of areas of
non-compliance
 No/Not Compliant - meaning that the statement is not accepted

3.4 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.
 Invitation letter to RFP 8 (9)
Prepared (also subject responsible if other) No.

Richard Pym
Approved Checked Date Rev Reference

2017-Nov-03

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.

4.1 Commercial Contact

For commercial questions, please contact:

Richard Pym
Strategic Sourcing Manager,
BNES BL PRS Product Management Services

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 Ericsson eSourcing application Support, please contact:

[name]
eSourcing Analyst
Email: xxx.xxx@ericsson.com
Phone:
Mobile:

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.
 Invitation letter to RFP 9 (9)
Prepared (also subject responsible if other) No.

Richard Pym
Approved Checked Date Rev Reference

2017-Nov-03

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.