Executive Summary

Document Sample
Executive Summary Powered By Docstoc
					ATLANTIC POLICY CONGRESS OF FIRST NATION
                 CHIEFS




   APPLICATION DEVELOPMENT FOR THE
    FISHERIES MANAGEMENT SYSTEM




                        Prepared by: Transpolar/THG

                                 December 12, 2006
                                                                          Atlantic Policy Congress of First Nation Chiefs
                                                           Application Development for the Fisheries Management System



                                                      Table Of Contents


1    Executive Summary .......................................................................................................... 1
2    Compliancy Matrix ........................................................................................................... 2
3    Understanding of the requirement .................................................................................... 9
4    Deliverables .................................................................................................................... 10
  4.1      Software Development Approach ........................................................................... 13
  4.2      Installation Requirements ....................................................................................... 20
  4.3      Technical Requirements.......................................................................................... 21
  4.4      Security Requirements ............................................................................................ 21
  4.5      Input/Output Requirements ..................................................................................... 24
  4.6      Implementation, Training and Support Requirement ............................................. 30
     4.6.1      Implementation ............................................................................................... 30
     4.6.2      Training ........................................................................................................... 34
     4.6.3      Support ............................................................................................................ 38
  4.7      Local Supplier Involvement .................................................................................... 41
  4.8      Previous Similar Application Development, Training and Support ....................... 41
  4.9      Previous Experience with Aboriginal Communities............................................... 45
  4.10 Status Reporting ...................................................................................................... 49
  4.11 Other Requirements ................................................................................................ 50
     4.11.1     Corporate Profile ............................................................................................. 50
5 Assumptions ...................................................................Error! Bookmark not defined.1
Appendix A Resumes ........................................................................................................... 55
Appendix B Project References ............................................................................................ 56




6/28/2011                                                                                                                    i/74
                                         Atlantic Policy Congress of First Nation Chiefs
                          Application Development for the Fisheries Management System



1 Executive Summary
Chris Branch to provide




6/28/2011                                                                     1/74
                                                           Atlantic Policy Congress of First Nation Chiefs
                                            Application Development for the Fisheries Management System



2 Compliancy Matrix
#     Requirement                                                     Type           Section/Page
                                                                                     Reference
4.    Deliverables
      1. The application and its source code will become the          Mandatory
         property of the APCFNC to provide APCFNC with the
         capacity to extend and use the FMS over the course of
         several years. It is of primary importance that the
         application and any interface it uses are open to be
         modified by the APCFNC or their agents
      2. The FMS will initially be used in English only but must      Mandatory
         afford the capacity to be easily and economically
         updated in order to provide an interface in a second
         language.
      3. The deliverables include the following:                      Mandatory
          Functional requirements
          Software design document (e.g. ERD, use Cases)
          Source code and documentation
          Installation plan
          Training plan
          Support plan
          User manual
          Administration manual
          Installation script(s) for each installation
          Training materials
          Implementation, Training and Support
      4. The application must operate in the computing                Mandatory
         environment described in section 3
          Platforms ranging from stand alone PCs operating
           under Windows XP Pro to networks operating under
           Windows Server 2003
          Communities may adopt local instances of the
           application or access an instance of the application to
           be centrally located at the APCFNC, also currently
           operating in a Windows Server 2003 environment
      5.The bidder must provide a work plan that describes at         Mandatory
         least the following:
          General approach the bidder will use to elaborate the
           business requirements provided into a functional
           specification that will guide the application
           development
          Persons responsible for tasks and their level of effort




6/28/2011                                                                                       2/74
                                                          Atlantic Policy Congress of First Nation Chiefs
                                           Application Development for the Fisheries Management System

#     Requirement                                                    Type           Section/Page
                                                                                    Reference
         Critical path and activity plans with timeframes
4.1   Installation Requirements
      1. The communities initially implementing the application      Mandatory
         will independently determine whether they wish to
         implement it in a local manner on platforms ranging
         from stand alone PCs operating under Windows XP Pro
         to networks operating under Windows Serve5r 2003, or
         access it form a centralized instance that initially will
         operate on a Windows Server 2003 platform. These
         communities will also have the option to switch from
         one installation mode to the other after one year. The
         bidder must certify they will implement the application
         in the mode requested by the individual communities.
      2. The bidder must make provision (in the development of       Mandatory
         scripts and installation plans, etc.) such that
         communities implementing the application in the future
         will be afforded similar options for deployment.
4.2   Technical Requirements
      1. Modern, common software tools must be used to               Mandatory
         construct and support the application.
      2. The bidder should provide details of how .NET               Rated
         technology will or can be included in their potential
         solutions.
4.3   Security Requirements
      1. All system users will use a user id and password login
         process.
      2. The data in the application will be of a confidential       Mandatory
         business and financial nature. The access to the
         application must be limited to personnel that will be
         classified as Administrator, User, or Data Entry. (i.e.
         role-based)
      3. As the application must be able to be accessed from a       Mandatory
         centralized location through Internet communication
         protocols, the developer must work with the
         administrator at the central site to ensure that the
         application is appropriately secured and segregated.
      4. As the application must be able to be accessed from a       Mandatory
         centralized location through Internet communication
         protocols, the developer must work with the
         administrator at the central site to ensure that each
         Community’s data is appropriately secured and




6/28/2011                                                                                      3/74
                                                            Atlantic Policy Congress of First Nation Chiefs
                                             Application Development for the Fisheries Management System

#     Requirement                                                      Type           Section/Page
                                                                                      Reference
        segregated.
      5. Auditing of transactions must be available to several         Mandatory
         support levels in the centralized instance, and to at least
         three (3) levels in the instances where local
         implementation is required.
      6. Login must be prevented when more than five (5)               Mandatory
         consecutive unsuccessful login attempts are made. The
         Administrator will be provided with an “Alert” when
         such an event occurs.
4.4   Input/Output Requirements
      1. The application is expected to capture, store, and
         manage data in several “Information Areas” including
         but not limited to:
          Vessels
          People
          Fishing Equipment
          Maintenance Equipment
          Insurance
          Licences
          (Fishing) Locations
          (Equipment) Loss
         These Information Areas will be complex “tables” of
         data presenting many attributes relevant to that
         Information Area.
      2. The data captured in each of these Information Areas          Mandatory
         must be available for user-based (or ad-hoc) reports.
         Each data element must be able to be searched for,
         sorted on, and displayed in a report.
         The default report is follow the fields chosen, in
         ascending order. Once the report is displayed, the sort
         order could be changed by clicking on the field name to
         change between ascending or descending, on another
         field to make that filed the primary sort criteria.
      3. In addition, more complex operations must be                  Mandatory
         performed on the data to logically present the
         information in a modular manner.
         It is expected that such “modules” will include but not
         necessarily limited to:
          Maintenance Management
          Inventory Management
          Quota/Non/Quota Fisheries Management
          Fishing Trips




6/28/2011                                                                                        4/74
                                                          Atlantic Policy Congress of First Nation Chiefs
                                           Application Development for the Fisheries Management System

#     Requirement                                                    Type           Section/Page
                                                                                    Reference
         Finance
         Persons
         Equipment Loss


      4. These modular operations will draw data from two or         Mandatory
         more Information Areas, and in addition to permitting
         searching and sorting one each data field, perform
         additional logical and mathematical operations before
         reporting on that data. There will be a requirement for
         detailed reports and summary reports on user-selected
         fields. The user must be able to specify queries
         (including sort requirements) on any field in the
         application, including text fields.
      5. The user must be able to save queries for future            Mandatory
         resubmission, and to save the outputs of a search to a
         file in .xls, .dbf or .html formats.
      6. Reports must be able to be viewed on screen and must        Mandatory
         be printable. Reports must have the capability of
         developing and displaying charts (pie, line, bar) and
         providing Sum, Average, High-Low and other
         functions (to be defined).
      7. Each of the modules requires the capture of data            Mandatory
         specific to overseeing that requirement. Some data will
         be static and must be within a controlled list (e.g. only
         certain terms can be used to identify species – terms
         outside that list will be unacceptable and must generate
         an error message). Only a user identified as the
         “Administrator” will be able to modify that list. Other
         data fields will be dynamic and will be open to
         modification by the ordinary user.
      8. Other document formats, particularly photo formats          Mandatory
         (.pic, .pcx, jpeg, …) must be able to be related to
         specific records and retrieved and displayed as part of a
         report.
      9. The application must be capable of storing and              Mandatory
         managing up to ten (10) years of data in any
         implemented instance, and making that data available
         for search and query. The bidder must describe what
         conditions could lead to the need to archive data, and
         confirm that archived data is accessible for query and
         reporting.
      10. Individual communities operate ACCPAC, Simply              Mandatory
          Accounting and Quickbooks financial software




6/28/2011                                                                                      5/74
                                                           Atlantic Policy Congress of First Nation Chiefs
                                            Application Development for the Fisheries Management System

#     Requirement                                                     Type           Section/Page
                                                                                     Reference
            packages, and the FMS must accept data in a format
            that can be exported from those application packages.
            Data elements exported from those packages are to be
            identified during development of the functional
            specifications.
      11. The application must also provide a transaction             Mandatory
          tracking module for the Administrator, to assist in
          identifying issues if and when systems errors occur.
4.5   Implementation, Training and Support Requirement
4.5.1 Implementation
      1. The successful bidder is required to implement the           Mandatory
         accepted FMS application locally, for each of the eight
         (8) APCFNC communities that have committed to
         implementation at the time the contract is let, or
         through a centrally accessed instance.
         8 local implementations and one implementation at
         APCFNC
      2. The application must support platforms at use in all of      Mandatory
         the eight (8) initial communities and at the APCFNC
         office. The bidder must describe the steps they will
         take to develop the application in a manner that will
         permit the application to be supported on future
         Microsoft server/desktop platform configurations.
      3. The bidder must describe how they propose to provide         Mandatory
         or manage backup of the application and data in each
         instance of the application.
      4. The bidder must provide an implementation plan for           Mandatory
         deployment of the first eight (8) APCFNC communities
         and the APCFNC office.
      5. The bidder must describe the minimum software and            Response
         hardware requirements for housing and running the            Mandatory
         proposed application and optimal configuration.
      6. The bidder must describe how they would integrate and        Response
         install the required future upgrade and modifications to     Mandatory
         the application.
4.5.2 Training
      1. The successful bidder must provide training on the use       Mandatory
         and administration of the FMS application to two
         designated staff members in each of the communities in
         which the FMS is installed. Although policies and
         procedures will be common in general, each




6/28/2011                                                                                       6/74
                                                           Atlantic Policy Congress of First Nation Chiefs
                                            Application Development for the Fisheries Management System

#     Requirement                                                     Type           Section/Page
                                                                                     Reference
         community may have its own specific processes, and so
         all training is to be customized in each instance to
         include policies and procedures that are relevant to the
         specific instance of installation.
      2. Initial training must be delivered coincident with the       Mandatory
         installation of each instance of the FMS.
4.5.3 Support
      1. The successful bidder must warrant provision of              Mandatory
         technical maintenance, version upgrade, and support
         for each installed instance of the FMS application for a
         period of two years after installation, with the option of
         extension of up to three (3) additional annual
         maintenance and support agreements. The warranty
         must provide at least the following:
          Level 1
          Level 2
      2. The bidder is required to identify the level of              Mandatory
         APCFNC/community staff involvement that will be
         needed to maintain and support the FMS.
      3. The successful bidder must provide a twelve (12)             Mandatory
         month period of Help Desk support for each instance of
         the installation, from the date of installation at that
         instance.
      4. The bidder must provide a quote for the deployment           Response
         and training of each new community taking up the             Mandatory
         application (beyond the initial eight (8) communities).
         Assume a local Window 2003 Server implementation,
         in Wolfville, Nova Scotia.
      5. The bidder must have had and must identify their             Mandatory
         previous experience in the provision of local/remote
         support of applications.
4.6   Local Supplier Involvement
      The AFCFNC communities have strong ties to, and work            Rated
      well with, local businesses and suppliers. Bidders are
      requested to elaborate how they would involve local
      individuals in the delivery of their bid, in particular in
      areas of training and support.
4.7   Previous Similar Application Development, Training and Support
      1. The bidder must have developed and successfully              Mandatory
         implemented at least two applications of a scope and
         value greater than $200,000 within the last six (6)




6/28/2011                                                                                       7/74
                                                            Atlantic Policy Congress of First Nation Chiefs
                                             Application Development for the Fisheries Management System

#      Requirement                                                     Type           Section/Page
                                                                                      Reference
          years. The bidder must provide two (2) references with
          current phone number for such services.
       2. The bidder must have experience with the provision of        Mandatory
          support of a similar nature. The bidder must provide
          two (2) references with current phone number for such
          services.
       3. The bidder must have developed and delivered or              Mandatory
          managed the delivery of training on an application of a
          similar nature. The bidder must provide two (2)
          references with current phone number for such
          services.
       4. The bidder must provide at least one resource with           Mandatory
          experience in development of a similar application, one
          resource that has experience in providing support of the
          type proposed, and one resource that has experience in
          the development, delivery and management of the type
          of training required. One resource may be identified as
          having all of the required experience, or separate
          individuals may be identified in each of the
          requirement areas. The bidder must provide one (1)
          reference with current phone number for each service
          area.
4.8    Previous Experience with Aboriginal Communities
       The bidder must describe the company’s previous                 Rated
       experience working in or with Aboriginal communities,
       and previous experience working in an Aboriginal setting
       of each resource proposed for the assignment.
4.9    Status Reporting
       The bidder must describe how they would provide written         Mandatory
       weekly progress/status reports to the designated client
       Project manager, making reference to; the progress
       relative to the overall project plan, identifying targets for
       the next period, targets achieved during the current period,
       risks identified and level of risk to the project,
       recommended responses to any risks or other issues.
4.10   Other Requirements
       1.Bidders must provide a company profile, describing at         Rated
          least
           The primary activities of the company and any sub-
            contractors it proposes to involve in the delivery of
            the requirements
           A brief description of the company, including the




6/28/2011                                                                                        8/74
                                                        Atlantic Policy Congress of First Nation Chiefs
                                         Application Development for the Fisheries Management System

#     Requirement                                                  Type           Section/Page
                                                                                  Reference
           annual revenue and number and distribution of
           offices and employees
      2. Certification                                             Mandatory



3 Understanding of the requirement
Summary of requirements
Ed Bourque to provide from Peter Norsworthy.




6/28/2011                                                                                    9/74
                                                          Atlantic Policy Congress of First Nation Chiefs
                                           Application Development for the Fisheries Management System



4 Deliverables
Requirement #    Description
Section 4 #1     The application and its source code will become the      Mandatory
                 property of the APCFNC to provide APCFNC with
                 the capacity to extend and use the FMS over the
                 course of several years. It is of primary importance
                 that the application and any interface it uses are
                 open to be modified by the APCFNC or their agents

The application and its source code will become the property of the APCFNC to provide
APCFNC with the capacity to extend and use the FMS over the course of several years. The
resulting FMS application, installation scripts, custom developed tools and any interface it
uses will be open to be modified by the APCFNC or their agents. All documentation
deliverables will be provided in Microsoft Office 2003 format and be open to be modified by
the APCFNC or their agents.

Requirement #    Description
Section 4 #2     The FMS will initially be used in English only but       Mandatory
                 must afford the capacity to be easily and
                 economically updated in order to provide an
                 interface in a second language.

We understand that the FMS application will initially be used in English only. The
application screens and reports will be developed with the capacity to be easily and
economically updated in order to provide an interface in a second language. Screen and
report titles, field descriptions, messages, prompts and comments will be stored in tables. A
corresponding set of tables will be built to accommodate the same information in a second
language. The choice of language will be determined by the user’s profile.

Requirement #    Description
Section 4 #3     The deliverables include the following:                  Mandatory
                    Functional requirements
                    Software design document (e.g. ERD, use
                     Cases)
                    Source code and documentation
                    Installation plan
                    Training plan
                    Support plan
                    User manual
                    Administration manual
                    Installation script(s) for each installation
                    Training materials
                    Implementation, Training and Support




6/28/2011                                                                                     10/74
                                                        Atlantic Policy Congress of First Nation Chiefs
                                         Application Development for the Fisheries Management System



The deliverables will include the following:
   1. Functional Requirements document developed from the Conceptual Design /
       Business Requirements (see RFP document and PowerPoint presentation at
       www.apcfnc.ca/fisheryreports.asp) augmented by interviews with APCFNC
       personnel. #NicomIT to confirm and elaborate#
   2. System Analysis document including #NicomIT to confirm and elaborate#
   3. System Design document including Entity Relationship Diagrams, Use Cases and
       Data Dictionary. #NicomIT to confirm and elaborate#
   4. Implementation Plan for the APCFNC central site and the 8 communities including a
       high level description of the local set-up requirements, Installation and Training tasks
       as well as any APCFNC pre-requisites and responsibilities.
   5. Installation Plan including a description of the installation process as well as
       minimum and recommended hardware and software requirements to be in place prior
       to software installation.
   6. Training Plan including the administration and use of the FMS application
       customized, where necessary, for each community together with a description of the
       proposed Training curriculum and Training materials. A base of understanding of the
       required processes and procedures of the Fisheries Management System will be
       established and a Training Plan will be produced which will include:
            Determination of content areas and organization
            Definition of audiences (administrator, user, data entry) and required content
               and training materials for each audience
            Develop required presentation and instructional techniques components
               (incorporating adult learning principles)
            Develop required timelines and topic sequence for the sessions
            Customization as required for each community
       Following this a course training plan will be developed and will include:
            Identification of required training modules
       For each module
            Performance objectives
            Target audience definition
            Determination of training approach (e.g. classroom, instructor led, etc.)
            Recommended timelines and sequence of activities
            Identification of any required prerequisites
            Evaluation Strategies
   7. Support Plan including Help Desk, call-back and remote diagnostic procedures and
       processes.
   8. Source Code and documentation from the Software Development and Software
       Testing phases.
   9. User Manual for the FMS application including all step-by-step processes required
       for each category of user. Where necessary job aids will be developed to assist the
       users in performing their tasks. They may range from simple flow charts to complex
       process oriented guides. These manuals will be customized to meet the unique needs
       of each community.




6/28/2011                                                                                   11/74
                                                       Atlantic Policy Congress of First Nation Chiefs
                                        Application Development for the Fisheries Management System

   10. System Administration Manual including systems start-up, shut-down, backup,
       recovery together with a brief description of the proposed process on how to install
       later upgrades and modifications.
   11. Installation Scripts and Tools including the code, scripts and explanatory
       documentation required as part of the Development, Testing and Installation phases.
   12. Based upon the approved course training plan, training materials will be developed
       that will include for each module:
            performance objectives
            learning/enabling objectives
            target audience
            pre-requisites
            duration
            new terminology
            business process overview (if applicable)
            relevant policies and procedures (if applicable)
            roles and responsibilities (if applicable)
            a training database (if applicable)
            examples
            experiential learning (case studies, sustained examples, questions and answers,
                etc.)
            pre- and post-assessments, if required
            formative and summative evaluation items
            instructor notes and slides
            participant packages and job aids
   13. System Implementation documentation including detailed descriptions of the tasks,
       activities and process in this phase.
   14. Training Documentation will include:
            Training Plan
            Course Training Plan
            Detailed Training Materials for each module which will include:
                    Lesson plans
                    Training Data
                    Handouts
                    Job aids (if required)
                    Evaluation Materials
                    Instructor PowerPoint presentation and notes
                    Instructor Checklists
       Note on process: From a process perspective we always begin with an overview of
       the subject, task or process to ensure that the learning is done in the appropriate
       context. Once the context is established and understood, we break the learning into
       chunks, presenting learners with short instructional sequences. If it is feasible, we
       often use a sustained example to tie all parts of the subject, task or process together.
       This helps to provide learning continuity.
   15. Ongoing Support documentation including detailed descriptions of the tasks,
       activities and process in this phase.




6/28/2011                                                                                  12/74
                                                          Atlantic Policy Congress of First Nation Chiefs
                                           Application Development for the Fisheries Management System



   Please refer to our response to Section 4, Item 5, below for more details on the
   deliverables and our proposed methodology to develop these deliverables.

Requirement #    Description
Section 4 #4     The application must operate in the computing            Mandatory
                    environment described in section 3
                     Platforms ranging from stand alone PCs
                      operating under Windows XP Pro to networks
                      operating under Windows Server 2003
                 Communities may adopt local instances of the
                 application or access an instance of the application
                 to be centrally located at the APCFNC, also
                 currently operating in a Windows Server 2003
                 environment

We’ll develop the application in order to operate in computing environments described not
only in Section 3 and Section 4, Item 4, of the RFP above and as elaborated in the Answer to
Question 20 of the Question and Answers process. We propose to develop the system using
the .NET framework as the core of the system. This framework runs under Windows Server
2003 operating system and will run on workstations with the Windows XP Professional
operating system equipped with sufficient memory and disk storage to support the .NET
software.

Requirement #    Description
Section 4 #5     The bidder must provide a work plan that describes       Mandatory
                   at least the following:
                    General approach the bidder will use to
                     elaborate the business requirements provided
                     into a functional specification that will guide
                     the application development
                    Persons responsible for tasks and their level of
                     effort
                    Critical path and activity plans with timeframes



4.1 Software Development Approach
General Approach

The approach used by NicomIT during system development projects incorporates:

           A phased approach to the project whereby the output from one phase becomes the
            input to the next phase. This output also includes detailed plans, cost estimates,
            and schedules for the next phase or phases.




6/28/2011                                                                                     13/74
                                                        Atlantic Policy Congress of First Nation Chiefs
                                         Application Development for the Fisheries Management System

           A list of client-approved schedules and description of deliverables.
           Extensive user involvement throughout the project.
           Complete system and user documentation.

Our approach is therefore to use NicomIT's standard system development methodology of
breaking the project into the traditional phases of system analysis, system design, and system
development and implementation phases.

During the Analysis and Design phase, we will better understand the types of information we
will be working with, strategize the best methods of obtaining this data, either from data
input or from other computer systems, how best to provide plenty of flexibility for the
managers of the program, and review the types of reporting that should be developed.

During this phase, we will analyze, in further detail, the requirements of the system and
create a system design document which identifies such items as:

           Screen and Report Layouts
           Database Layouts (Entity/Relationship Diagrams)
           Business Rules
           Technical Considerations
           Development Plan for the remainder of the phase

The system design process is very important since it will form the "foundation" for the new
system. The technical specifications that are developed during this process perform a
number of functions. First of all, it is intended to formalize the understanding of system
functions between the development team and APCFNC. It sets out the requirements and
objectives of the new system and it serves to document the system, before any computer
programming takes place. In fact, it is extremely important to our computer programmers
that an efficient database definition be created (Entity/Relationship Diagram) before they
start the programming effort and it is only possible to have a good E/R diagram by having a
solid system design document developed.

During the design phase, it is also important to investigate and develop an "easy to use"
interface to easily and efficiently handle the human interactions. It is also necessary to
properly define the workflow, not just the flow of the information, so that an efficient design
will be developed. This design must also fit well with the current environment and standards
that are in place and it must take into account the fact that this system will probably change
over time and it should be designed, programmed, and documented in a modular and efficient
manner.

Following the design phase, we will develop (i.e. program) the computer programs and
procedures necessary to implement the system, train the users, and assist with the
implementation effort. In the later stages of the Testing phase, we involve the user in
verifying that the system we built does indeed meet the requirements. We do so by
conducting User Acceptance Tests using test cases and test data developed by the users




6/28/2011                                                                                   14/74
                                                        Atlantic Policy Congress of First Nation Chiefs
                                         Application Development for the Fisheries Management System

themselves. We recommend that the client select users that are knowledgeable in the policies,
processes and information addressed by their current system. This activity also has a side
benefit in that it provides a small select number of users to view and try the system before it
goes into Production mode. These users typically get designated as “super users” as they are
able to address issues from other users coming up to speed on the new system as how best to
use the new system to meet their requirements. These users are also better able to articulate
problems with and/or changes to the system.

During the Software Development, Integration, System Testing and Training Development
phases, we maintain rigorous configuration management controls. The configuration
management process involves formal promotion of software modules and associated
documentation from one environment to the next. Only after software is successfully tested at
one level is it promoted to the next environment until it is ready to be put into Production.
We set up separate database instances in which to store data for testing at that level. The
environments that we set up, with their own database instances, are as follows:
       Software Development
       Integration Testing
       System Testing,
       Training
       User Acceptance Testing

As much as possible, we try to have a very simple, one screen, interface for a new system.
This "one screen" interface will have tabs and/or buttons that can be selected by "pointing
and clicking". Depending on the tab selected, certain information will be displayed and
certain information may be added or changed.

Our general approach is depicted in the following graphic.




6/28/2011                                                                                   15/74
                                                           Atlantic Policy Congress of First Nation Chiefs
                                            Application Development for the Fisheries Management System


  Advanced Waterfall
    Methodology

        Requirements
          Analysis


                   System
                   Analysis


                              System
                                            Prototype
                              Design


                                                     System
                                                                       Testing
                                                   Development



                                                                            Implementation



                                                                                       Support



Staffing

Role                          Responsibility

Project Manager               Responsible for the overall management of the project including risk
                              analysis and mitigation


Project Administrator         Responsible for all project administration, correspondence, time
                              tracking, deliverables tracking, documentation library and minutes of
                              meetings

Technical Writer              Responsible for the publication of all documentation deliverables
                              including adherence to project documentation standards


Business Analyst (SME)        Responsible for the gathering of and definition of the requirements,
                              business processes and information items.


Database Analyst              Responsible for the design, development, support and maintenance
                              of the database instances (e.g. Development, Testing, Training, User
                              Acceptance and Production)




6/28/2011                                                                                      16/74
                                                   Atlantic Policy Congress of First Nation Chiefs
                                    Application Development for the Fisheries Management System


Role                 Responsibility

Lead Analyst         Responsible for the System Analysis and System Design phases of
                     the project including adherence to project analysis and design
                     standards and deliverables

Systems Analyst      Responsible for the development of plans, analysis and design
                     components (e.g. ERDs, Use Cases, Information flows, etc.),
                     development of System Test cases and User Acceptance Test cases

Lead Developer       Responsible for the software development phase of the project
                     including adherence to project development standards and
                     deliverables and development of the detailed Software Development
                     Plan

Software Developer   Responsible for developing and unit testing software modules
                     according to project development standards


Lead Tester          Responsible for the software testing phase (e.g. Integration Testing,
                     System Testing and User Acceptance Testing) of the project
                     including adherence to project development standards and
                     deliverables and developing the detailed System Testing Plan

Software Tester      Responsible for performing integration tests and system tests of
                     software modules according to project testing standards


                     Responsible for the Installation phase of the project including
Lead Installer       adherence to project development standards and deliverables,
                     developing the detailed Implementation and detailed Installation
                     Plans, ensuring the requisite project hardware and system software
                     environments are configured to project standards, ensuring the
                     requisite user hardware and system software environments are
                     configured to project standards and documenting the System
                     Administrator’s manual

Installer            Responsible for performing software installations at user sites
                     according to project testing standards and training Local System
                     Administrators.


                     Responsible for the Training phase of the project including
Lead Trainer
                     adherence to project training standards and deliverables and
                     developing the detailed Training Plan

Training Developer   Responsible for developing the training materials according to




6/28/2011                                                                              17/74
                                                           Atlantic Policy Congress of First Nation Chiefs
                                            Application Development for the Fisheries Management System


 Role                        Responsibility
                             project training standards and developing the User Manual

 Trainer                     Responsible for delivering the training users according to project
                             training standards



See Financial Proposal for staffing numbers.




6/28/2011                                                                                      18/74
                              Atlantic Policy Congress of First Nation Chiefs
               Application Development for the Fisheries Management System

Project Plan




6/28/2011                                                         19/74
                                                         Atlantic Policy Congress of First Nation Chiefs
                                          Application Development for the Fisheries Management System

4.2 Installation Requirements

Requirement #    Description
Section 4.1 #1   The communities initially implementing the              Mandatory
                 application will independently determine whether
                 they wish to implement it in a local manner on
                 platforms ranging from stand alone PCs operating
                 under Windows XP Pro to networks operating under
                 Windows Server 2003, or access it from a
                 centralized instance that initially will operate on a
                 Windows Server 2003 platform. These
                 communities will also have the option to switch
                 from one installation mode to the other after one
                 year. The bidder must certify they will implement
                 the application in the mode requested by the
                 individual communities.

We understand that the communities initially implementing the application will
independently determine whether they wish to implement it in a local manner on platforms
ranging from stand alone PCs operating under Windows XP Pro to networks operating under
Windows Server 2003, or access it from a centralized instance that initially will operate on a
Windows Server 2003 platform. We understand that these communities will also have the
option to switch from one installation mode to the other after one year. We also
acknowledge the implementation requirements as elaborated in elaborated in the Answer to
Question 20 of the Question and Answers process. We certify they will implement the
application in the mode requested by the individual communities. As we stated earlier in our
response to Section 4, Item 4, we propose to develop the system using the .NET 3.0
Framework* as the core of the system. This framework runs under Windows Server 2003
operating system and will run on workstations with the Windows XP Professional operating
system equipped with sufficient memory and disk storage to support the .NET software.

The .NET 3.0 Framework, released November 2006, is based on the .NET 2.0 Framework
and includes support for the new Windows WorkFlow Foundation (WF), Windows
Communication Foundation (WCF) and the Windows Presentation Foundation (WPF), all
introduced with Microsoft Windows Vista.

Requirement #    Description
Section 4.1 #2   The bidder must make provision (in the                  Mandatory
                 development of scripts and installation plans, etc.)
                 such that communities implementing the application
                 in the future will be afforded similar options for
                 deployment.

As we will be implementing the FMS application in stand-alone, local Windows Server 2003
and central Windows Server 2003 mode as described in our response to Section 4.1, Item 2,



6/28/2011                                                                                    20/74
                                                          Atlantic Policy Congress of First Nation Chiefs
                                           Application Development for the Fisheries Management System

above, we will make provision (in the development of scripts and installation plans, etc.)
such that communities implementing the application in the future will be afforded similar
options for deployment.

4.3 Technical Requirements

Requirement #    Description
Section 4.2 #1   Modern, common software tools must be used to            Mandatory
                 construct and support the application.

We propose to use modern, common software tools to construct and support the FMS
application. The tools to be used for each component are as follows:
    Visual Studio 2005 will be used as the primary development platform.
    The web-based applications will be developed to support the Microsoft Internet
       Information Server (IIS)
    ASP.NET AJAX will be used as a method of providing streamlined user interfaces
       which dramatically increases user satisfaction
    Internet Explorer 7 will be the recommended web browser


Requirement #    Description
Section 4.2 #2   The bidder should provide details of how .NET            Rated
                 technology will or can be included in their potential
                 solutions.

Details of how .NET technology will be included in our proposed solution are as follows:
.NET 3.0 will be the basis of the entire system. The solution will be developed as an
ASP.NET web application making extensive use of AJAX, ADO.NET, encryption and web
services.

Our recommendation would be to use C# programming language for all source code as this is
the de facto language of the .NET platform and offers performance advantages over
other .NET languages.

Question – given that this is a rated requirement is this enough information?

4.4   Security Requirements

Requirement #    Description
Section 4.3 #1   All system users will use a user id and password         Mandatory
                 login process.




6/28/2011                                                                                     21/74
                                                          Atlantic Policy Congress of First Nation Chiefs
                                           Application Development for the Fisheries Management System

All system users will use a user id and password login process. We propose that a system
user table will be built containing the following information/profile for each user:
    1. First Name
    2. Last Name
    3. User ID
    4. Password
    5. Language Preference
    6. Community
    7. User Type (Global System Administrator, Local System Administrator, Manager,
        User and Data Entry)
    8. Function/Access Role
    9. E-mail address

Requirement #    Description
Section 4.3 #2   The data in the application will be of a confidential    Mandatory
                 business and financial nature. The access to the
                 application must be limited to personnel that will be
                 classified as Administrator, User, or Data Entry.
                 (i.e. role-based)

We understand that the data in the application will be of a confidential business and financial
nature. We will develop the FMS such that access to functions and data will be limited to
personnel that will be classified as Administrator, User, or Data Entry. (i.e. role-based). See
our response to Section 4.3, Item 1, above for more detail.

As evidence of our understanding of the requirement for confidentiality and security of
applications and data we offer our experience with our development references, particularly
Project Lion, for the RCMP. This application had the highest standard of security. Since it
dealt with both informers and undercover police officers, a breach of security could possibly
result in the death of one or more individuals.

Requirement #    Description
Section 4.3 #3   As the application must be able to be accessed from      Mandatory
                 a centralized location through Internet
                 communication protocols, the developer must work
                 with the administrator at the central site to ensure
                 that the application is appropriately secured and
                 segregated.

We understand that the application must be able to be accessed from a centralized location
through Internet communication protocols. We will advise the administrator at the central
site (Global System Administrator) on the most cost-effective measures (strong password
authentication, encryption, etc.) to be implemented to ensure that the FMS application and its




6/28/2011                                                                                     22/74
                                                         Atlantic Policy Congress of First Nation Chiefs
                                          Application Development for the Fisheries Management System

data are appropriately secured and segregated. Please see Section 4.3 #2 for our experience
with secure systems.

Requirement #    Description
Section 4.3 #4   As the application must be able to be accessed from     Mandatory
                 a centralized location through Internet
                 communication protocols, the developer must work
                 with the administrator at the central site to ensure
                 that each Community’s data is appropriately secured
                 and segregated.

We understand that the application must be able to be accessed from a centralized location
through Internet communication protocols. We propose that all data, with the exception of
system validation table data (e.g. species, fishing seasons, crew type, etc.) be identified with
the ID of the originating community. Since users will be limited to accessing information
from their own community based on their user profile (see our response to Section 4.3, Item
1, above for more details) we will ensure that each Community’s data stored on the central
location server (or on a remote server supporting more than one community) will be
appropriately secured and segregated. Please see Section 4.3 #2 for our experience with
secure systems.

Requirement #    Description
Section 4.3 #5   Auditing of transactions must be available to several   Mandatory
                 support levels in the centralized instance, and to at
                 least three (3) levels in the instances where local
                 implementation is required.

We will provide a function to audit transactions to four (4) levels in the centralized instance,
and to three (3) levels in the instances where local implementation is required. This function
and its settings will be controlled and available only to the Local System Administrators. The
Global System Administrator will be responsible for ensuring that the controls and settings
conform to APCFNC standards.

Requirement #    Description
Section 4.3 #6   Login must be prevented when more than five (5)         Mandatory
                 consecutive unsuccessful login attempts are made.
                 The Administrator will be provided with an “Alert”
                 when such an event occurs.

We will prevent login to the FMS application when more than five (5) consecutive
unsuccessful login attempts have made. We will notify the Local System Administrator with
an “Alert” when such an event occurs.




6/28/2011                                                                                    23/74
                                                         Atlantic Policy Congress of First Nation Chiefs
                                          Application Development for the Fisheries Management System

4.5 Input/Output Requirements

Requirement #    Description
Section 4.4 #1   The application is expected to capture, store, and
                    manage data in several “Information Areas”
                    including but not limited to:
                     Vessels
                     People
                     Fishing Equipment
                     Maintenance Equipment
                     Insurance
                     Licences
                     (Fishing) Locations
                     (Equipment) Loss
                 These Information Areas will be complex “tables”
                 of data presenting many attributes relevant to that
                 Information Area.

We propose to develop the FMS application database to capture, store, and manage data
using tables organized in “Information Areas”. We will develop one screen for each table
that will support data capture, data update and data display for each table entry. Based on the
information provided in Appendix 2 of the RFP, we have identified 19 “Information Area”
tables as follows:
      1.    People
      2.    Vessels
      3.    Fishing Equipment (Inventory)
      4.    Maintenance Equipment (Inventory)
      5.    Insurance
      6.    Licenses
      7.    Fishing Locations
      8.    Equipment Loss
      9.    Fishing Trips:
                a. Trip
                b. Landings
                c. DFO Logs
                d. Species
                e. Crew
                f. Expenses – Direct
                g. Expenses – Indirect
     10.    Other Documents (e.g. photos)
     11.    Import/Export Tables (e.g. Financial data)
     12.    Reminders




6/28/2011                                                                                    24/74
                                                          Atlantic Policy Congress of First Nation Chiefs
                                           Application Development for the Fisheries Management System

Requirement #    Description
Section 4.4 #2   The data captured in each of these Information           Mandatory
                 Areas must be available for user-based (or ad-hoc)
                 reports. Each data element must be able to be
                 searched for, sorted on, and displayed in a report.
                 The default report order is to follow the fields
                 chosen, in ascending order. Once the report is
                 displayed, the sort order could be changed by
                 clicking on the field name to change between
                 ascending or descending, on another field to make
                 that field the primary sort criteria. Reports that are
                 expected from such information areas are identified
                 in Appendix 1 as “Table Driven Reports”.

We propose to develop an initial set of “Table Driven Reports”. The data captured in each of
the Information Areas will be available for user-based (or ad-hoc) reports. Each data element
must be able to be searched for, sorted on, and displayed in a report. The default report order
for the initial set of reports is to follow the fields chosen, in ascending order as described in
Appendix 1. Once the report is displayed, we will allow the user to change the sort order to
produce an updated (ad-hoc) report. We propose to use the AJAX Progressive Search
function (e.g. search as you type) to address the requirement for “*” (for all) and
letters/numbers to filter a search for specific letters/numbers in a field’s contents. A database
table will contain the initial sort order for each report and the user will have the option of
storing different sort order(s) for each report in that table. Each of the “Table Driven
Reports” will require a selection parameter screen as well as a report display screen. We will
provide the user with the capability of printing the displayed report. Based on the information
provided in Appendix 1, we have identified 9 “Table Driven Reports” as follows:
    1. People – 3 reports
             a. Detailed Fishers Report by Community/Band/Company
             b. Summary Fishers Report by Community/Band/Company
             c. Reminder Report – Certification Expiry Dates
    2. Insurance – 1 report
             a. Policy Information Report
    3. Vessels – 2 reports
             a. Expenses Detail Report by Expense Type
             b. Gear Report by Vessel
    4. Fishing Equipment – 1 report
             a. Fishing Equipment List
    5. Maintenance Equipment – 1 report
             a. Maintenance Equipment List
    6. Licenses – 1 Report
             a. License Report by License




6/28/2011                                                                                     25/74
                                                         Atlantic Policy Congress of First Nation Chiefs
                                          Application Development for the Fisheries Management System

Requirement #    Description
Section 4.4 #3   In addition, more complex operations must be            Mandatory
                 performed on the data to logically present the
                 information in a modular manner.
                 It is expected that such “modules” will include but
                 not necessarily limited to:
                      Maintenance Management
                      Inventory Management
                      Quota/Non/Quota Fisheries Management
                      Fishing Trips
                      Finance
                      Persons
                      (Equipment) Loss


We understand that more complex operations will be performed on the data to logically
present the information in a modular manner. Each of the “Module Driven Reports” will
require a selection parameter screen as well as a report display screen. We will provide the
user with the capability of printing the displayed report. Based on the information provided
in Appendix 1, we have identified 26 “Module Driven Reports” as follows:
    1. Vessels – 2 reports
            a. Inventory Report by Vessel by License
            b. Reminder Report – By Vessel Required Safety and Emergency Equipment by
                Due/Replacement/Expiry date
    2. Fishing Trips – 6 reports
            a. Trip Report by Vessel
            b. Catch Report by Vessel by Gear
            c. Catch Report by Gear
            d. Pre-Sail Report by Vessel
            e. Loss Report by Vessel by Asset/Gear
            f. Loss Report by Asset/Gear
    3. Operating Info – 1 report
            a. Cost Report by Vessel by Cost
    4. Maintenance Management – 6 reports
            a. Cost Report by Vessel by Repair
            b. Reminder Report – by Vessel by Equipment/Component
            c. List Regular Maintenance by Vessel by Item by Date
            d. Equipment Maintenance and/or Replacement Report by Vessel by
                Equipment/Component
            e. Reminder Report – Canada Transport Inspection by Vessel by Due Date
            f. Expenses Summary Report by Maintenance Category
    5. Quota Management – 4 reports
            a. License Report by License
            b. Species Report by Season
            c. Quota Management Summary Report by Fishing Season by Species




6/28/2011                                                                                    26/74
                                                          Atlantic Policy Congress of First Nation Chiefs
                                           Application Development for the Fisheries Management System

         d. Quota Management Detail Report by Vessel
   6. Asset Management – 1 report
         a. Asset Inventory Report by License
   7. Finance – 4 reports
         a. Cost Report by Vessel by Trip
         b. Price/Pound Report by Vessel by Species by Captain/Crew
         c. Expense by Week Report by Vessel by Week
         d. Actual/Expected Report by Species
   8. History and Trends – 2 reports
         a. Key Measurements for Efficiencies Report by Fishing Season by Species by
             Vessel
         b. Three Year Cost/Revenue Comparison Report by Vessel by Species


Requirement #    Description
Section 4.4 #4   These modular operations will draw data from two          Mandatory
                 or more Information Areas, and in addition to
                 permitting searching and sorting one each data field,
                 perform additional logical and mathematical
                 operations before reporting on that data. There will
                 be a requirement for detailed reports and summary
                 reports on user-selected fields. The user must be
                 able to specify queries (including sort requirements)
                 on any field in the application, including text fields.

The default report order for the initial set of reports is to follow the fields chosen, in
ascending order as described in Appendix 1. Once the report is displayed, we will allow the
user to change the sort order to produce an updated (ad-hoc) report. A database table will
contain the initial sort order for each report and the user will have the option of storing
different sort order(s) for each report in that table.

Requirement #    Description
Section 4.4 #5   The user must be able to save queries for future          Mandatory
                 resubmission, and to save the outputs of a search to
                 a file in .xls, .dbf or .html formats.

We will provide a database table that will contain the initial sort order for each report and the
user will have the option of storing different sort order(s) for each report in that table. We
will provide another database table that will contain the directory address for each report
saved to the server. The outputs of a search will be saved in .html format.

Requirement #    Description
Section 4.4 #6   Reports must be able to be viewed on screen and           Mandatory
                 must be printable. Reports must have the capability




6/28/2011                                                                                     27/74
                                                           Atlantic Policy Congress of First Nation Chiefs
                                            Application Development for the Fisheries Management System

                  of developing and displaying charts (pie, line, bar)
                  and providing Sum, Average, High-Low and other
                  functions (to be defined).

We will provide the capability to view all reports on screen and, optionally, will be printable.
Reports will have the capability of developing and displaying charts (pie, line, bar) and
providing Sum, Average, High-Low and other functions (to be defined).

Requirement #     Description
Section .4.4 #7   Each of the modules requires the capture of data         Mandatory
                  specific to overseeing that requirement. Some data
                  will be static and must be within a controlled list
                  (e.g. only certain terms can be used to identify
                  species – terms outside that list will be unacceptable
                  and must generate an error message). Only a user
                  identified as the “Administrator” will be able to
                  modify that list. Other data fields will be dynamic
                  and will be open to modification by the ordinary
                  user.

We understand that each of the modules requires the capture of data specific to overseeing
that requirement. We understand that some data will be static and must be within a
controlled list (e.g. only certain terms can be used to identify species – terms outside that list
will be unacceptable and must generate an error message). Only the user identified as the
“Global System Administrator” will be able to modify that list. Other data fields will be
dynamic and will be open to modification by the ordinary user. We are proposing that the
FMS application use Validation Tables to store data will be static that must be within a
controlled list. These tables will typically be small and users will be presented with “drop-
down lists” from which to select the correct entry. We will develop one screen for each table
that will support data capture, data update and data display for each table entry. These
Validation Tables include the following:
      1.    Fishing Seasons
      2.    Community/Band/Company
      3.    Suppliers
      4.    Species Types
      5.    Community Quotas
      6.    Certifications
      7.    Special Skills
      8.    Asset Types
      9.    Expense Types
     10.    Cost Types
     11.    Repair Types

We have identified a number of System Tables we believe will be necessary to meet a
number of the requirements. We will develop one screen for each table that will support data




6/28/2011                                                                                      28/74
                                                          Atlantic Policy Congress of First Nation Chiefs
                                           Application Development for the Fisheries Management System

capture, data update and data display for each table entry. These System Tables include the
following:
    1. User Profiles
    2. Search Queries
    3. Search Results/Outputs Directory
    4. Transaction Logs
    5. Audit Logs

Requirement #     Description
Section 4.4 #8    Other document formats, particularly photo formats      Mandatory
                  (.pic, .pcx, jpeg, …) must be able to be related to
                  specific records and retrieved and displayed as part
                  of a report.

We propose to develop one or more (to be determined) Document Format tables to meet the
requirement for storing and retrieving information in other document formats, particularly
photo formats (.pic, .pcx, .jpeg, etc.). Each entry in the table(s) will be linked to specific
records and will be available to be retrieved and displayed as part of a report.

Requirement #     Description
Section 4.4 #9    The application must be capable of storing and          Mandatory
                  managing up to ten (10) years of data in any
                  implemented instance, and making that data
                  available for search and query. The bidder must
                  describe what conditions could lead to the need to
                  archive data, and confirm that archived data is
                  accessible for query and reporting.

The FMS application will be capable of storing and managing up to ten (10) years of data in
any implemented instance, and making that data available for search and query. The primary
condition that could lead to the need to archive data would be a lack of disk storage space on
the server/workstation hosting the FMS application. The archived data will be accessible for
query and reporting provided there is sufficient disk storage space available, maybe only
temporarily) to restore the data from archive for the purpose of generating the necessary
report(s).

Requirement #     Description
Section 4.4 #10   Individual communities operate ACCPAC, Simply           Mandatory
                  Accounting and Quickbooks financial software
                  packages, and the FMS must accept data in a format
                  that can be exported from those application
                  packages. Data elements exported from those
                  packages are to be identified during development of
                  the functional specifications.




6/28/2011                                                                                     29/74
                                                          Atlantic Policy Congress of First Nation Chiefs
                                           Application Development for the Fisheries Management System


We understand that individual communities operate ACCPAC, Simply Accounting and
Quickbooks financial software packages. ACCPAC, Simply Accounting and Quickbooks
financial software packages all have the ability to export files in MS Excel (e.g. .xls format).
The FMS will accept data in a format that can be exported from those application packages.
Data elements exported from those packages will be identified during development of the
functional specifications and mapped to the appropriate FMS application tables.

Requirement #     Description
Section 4.4 #11   The application must also provide a transaction         Mandatory
                  tracking module for the Administrator, to assist in
                  identifying issues if and when systems errors occur.

The FMS application will include a transaction tracking module for the Administrator, to
assist in identifying issues if and when systems errors occur. We propose to store and track,
for each transaction or query, the date, time, user ID, screen ID, field ID and, if applicable,
field contents. Retrieval and review of this information will be available only to the Global
System Administrator and the Local System Administrator depending on the implementation
in each community.

4.6 Implementation, Training and Support Requirement
4.6.1 Implementation

Requirement #     Description
Section 4.5 #1    The successful bidder is required to implement the      Mandatory
                  accepted FMS application locally, for each of the
                  eight (8) APCFNC communities that have
                  committed to implementation at the time the
                  contract is let, or through a centrally accessed
                  instance.
                  Bidders should assume there would be eight (8)
                  local implementations and one implementation at
                  APCFNC.

We propose to implement the accepted FMS application locally, for each of the eight (8)
APCFNC communities that have committed to implementation at the time the contract is let,
or through a centrally accessed instance. We have assumed there will be eight (8) local
implementations and one implementation at the APCFNC central site. While Question 20 of
the Question and Answer process indicated that there may be more communities on the
central site, an installation plan and site visit will be required for each site regardless of the
type of implementation selected by the community.




6/28/2011                                                                                     30/74
                                                         Atlantic Policy Congress of First Nation Chiefs
                                          Application Development for the Fisheries Management System

Requirement #    Description
Section 4.5.1    The application must support platforms at use in all    Mandatory
#2               of the eight (8) initial communities and at the
                 APCFNC office. The bidder must describe the steps
                 they will take to develop the application in a manner
                 that will permit the application to be supported on
                 future Microsoft server/desktop platform
                 configurations.

The FMS application will support platforms at use in all of the eight (8) initial communities
and at the APCFNC office provided that they are configured with the Microsoft operating
systems described in Section 3 of the RFP. We propose to use the latest versions of
Microsoft products in the development of the FMS application so as to permit the application
to be supported on future Microsoft server/desktop platform configurations (see sections 3.2
and 3.3 above). Nicom IT Solutions is a Microsoft Certified Partner. That means that they
receive priority support from Microsoft, including advance copies of all software put out by
Microsoft. For example, Nicom IT Solutions participated in test installations of the new Vista
operating system, which means that their technicians were working with it far in advance of
it being released.

Certification also means that Nicom IT Solutions is obligated to maintain certain standards
such as attending training courses and minimum amount of installs of Microsoft software.

Requirement #    Description
Section 4.5.1    The bidder must describe how they propose to            Mandatory
#3               provide or manage backup of the application and
                 data in each instance of the application.

We propose to manage backup of the application and data in each instance of the application
using the existing backup processes implemented at each community. Incremental data
backups will be performed daily with a full data backup performed weekly. The FMS
application will be backed up once a month and after any upgrade/fix has been applied to the
application software.

Requirement #    Description
Section 4.5.1    The bidder must provide an implementation plan for      Mandatory
#4               deployment of the first eight (8) APCFNC
                 communities and the APCFNC office.

The proposed high level Implementation Plan for deployment of the FMS application for first
eight (8) APCFNC communities and the APCFNC office is described below. Detailed tasks
and timings for each task of this plan will be elaborated as more information becomes
available. The major tasks are as follows:




6/28/2011                                                                                    31/74
                                                     Atlantic Policy Congress of First Nation Chiefs
                                      Application Development for the Fisheries Management System

Two weeks prior to Acceptance of the FMS application:
  1. At the central site:
         a. Complete data collection sheets for the Validation Tables
         b. Update Search Queries Table with data from System Development
         c. Publish Training Materials
         d. Publish User Guide
         e. Publish System Administration Guide
         f. Finalize, publish and distribute Installation Schedule
         g. Test FMS application Installation process for each type of installation
  2. For each community:
         a. Complete data collection sheets for the User Information / Profile Table
         b. Complete data collection sheets for the People Table
         c. Complete data collection sheets for the Vessels Table
         d. Complete data collection sheets for the Fishing Equipment (Inventory) Table
         e. Complete data collection sheets for the Maintenance Equipment (Inventory)
             Table
         f. Complete data collection sheets for the Insurance
         g. Complete data collection sheets for the Licenses Table
         h. Complete data collection sheets for the Fishing Locations Table
         i. Complete data collection sheets for the Other Documents (e.g. photos) Table
         j. Complete data collection sheets for the Reminders Table
         k. Confirm hardware / system software operational status

Upon acceptance of the FMS application:
   1. At the central site:
          a. Install FMS application software on the central site server
          b. Install the FMS application on the central site server
          c. Confirm central site workstation configurations
          d. Test Installation
          e. Train Global System Administrator
          f. Train Local System Administrator (if other than the Global System
              Administrator)
          g. Train Users
          h. Train Data Entry
          i. Enter Validation Table data
          j. Enter the User Information / Profile Table
          k. Enter the People Table
          l. Enter the Vessels Table
          m. Enter the Fishing Equipment (Inventory) Table
          n. Enter the Maintenance Equipment (Inventory) Table
          o. Enter the Insurance
          p. Enter the Licenses Table
          q. Enter the Fishing Locations Table
          r. Enter the Other Documents (e.g. photos) Table
          s. Enter the Reminders Table




6/28/2011                                                                                32/74
                                                        Atlantic Policy Congress of First Nation Chiefs
                                         Application Development for the Fisheries Management System

           t. Review and signoff central site installation
           u. Update detailed Installation Plan, processes, materials based on lessons
              learned from the central site installation
    2. At each community:
           a. Install the FMS application software on the community server or workstation
           b. Confirm community workstation configurations
           c. Test Installation
           d. Train Local System Administrator
           e. Train Users
           f. Train Data Entry
           g. Enter Validation Table data
           h. Enter the User Information / Profile Table
           i. Enter the People Table
           j. Enter the Vessels Table
           k. Enter the Fishing Equipment (Inventory) Table
           l. Enter the Maintenance Equipment (Inventory) Table
           m. Enter the Insurance
           n. Enter the Licenses Table
           o. Enter the Fishing Locations Table
           p. Enter the Other Documents (e.g. photos) Table
           q. Enter the Reminders Table
           r. Review and signoff community installation

Requirement #   Description
Section 4.5.1   The bidder must describe the minimum software           Mandatory
#5              and hardware requirements for housing and running
                the proposed application and optimal configuration.

The minimum server software and hardware requirements for housing the proposed FMS
application are identical to the requirements required to run Windows Server 2003. All
Microsoft recommended patches, security releases and .net enhancements must be applied to
the operating system. Until accurate disk storage requirements can be developed from the
Business Requirements definition phase. We can only recommend that each server have a
minimum of 1GB of memory and 50 GB of available space for the installation and initial
operation of the FMS application.

The optimal configuration software and hardware configuration for housing the proposed
FMS application are identical to the minimum requirements outlined in the previous
paragraph with the exception that we would increase the memory by one (1) additional GB.

The minimum workstation software and hardware requirements running the proposed FMS
application are identical to the requirements required to run Windows XP Professional. All
Microsoft recommended patches, security releases and .net enhancements must be applied to
the operating system.




6/28/2011                                                                                   33/74
                                                          Atlantic Policy Congress of First Nation Chiefs
                                           Application Development for the Fisheries Management System



The optimal workstation software and hardware requirements running the proposed FMS
application are identical to the minimum requirements outlined in the previous paragraph.

Requirement #    Description
Section 4.5.1    The bidder must describe how they would integrate        Response
#6               and install the required future upgrade and              Mandatory
                 modifications to the application.

We propose to install any required future upgrade and modifications to the application,
assuming the upgrade and/or modifications have been accepted, as follows:
    1. Package the software for “un-attended” installation on CD-ROM
    2. Prepare Release Notes describing the changes to the software, any items of note,
       constraints, any pre or post installation activities, etc.
    3. Package any updated documentation (e.g. User Guide, Administration Guide,
       Training materials, etc.)
    4. Mail/courier all of the above to Local System Administrator at each community for
       installation

Optionally, the software upgrade (Step 1 above) could be transmitted to the Local System
Administrator at each community for installation over the Internet.

4.6.2 Training

Requirement #    Description
Section 4.5.2    The successful bidder must provide training on the       Mandatory
#1               use and administration of the FMS application to
                 two designated staff members in each of the
                 communities in which the FMS is installed.
                 Although policies and procedures will be common
                 in general, each community may have its own
                 specific processes, and so all training is to be
                 customized in each instance to include policies and
                 procedures that are relevant to the specific instance
                 of installation.

The following outline indicates The Halifax Group process to complete the training design,
development and delivery process.

Phase 1: Needs Analysis

In this phase the audience definition and end user requirements are determined. The scope of
the training project is defined, i.e., the instructional needs of all required user groups will be




6/28/2011                                                                                     34/74
                                                       Atlantic Policy Congress of First Nation Chiefs
                                        Application Development for the Fisheries Management System

outlined. The first step is a data collection process. In this step the training team will
analyze all available information including the unique needs of the different communities..

This phase will result in the following deliverables:
Course Training Plan
       The following information is included:
        Identification of required training modules
        For each module
            Performance objectives
            Target audience definition
            Determination of training approach (e.g. Web based, classroom, instructor led,
               etc.)
            Recommended timelines and sequence of activities
            Identification of any required prerequisites
            Evaluation Strategies
            Training Development Schedule
            Recommendations for prototype module selection (if appropriate)
            Notes on any required customization

A presentation of these deliverables will be made to the appropriate project authorities.
Following the incorporation of any requested changes approval and signoff will be obtained
prior to the start of any development work.

Phase 2: Design and Development
The design and development phase is dependent upon the analysis and findings of the
previous phase.

Step 1: Design a prototype lesson

One of the recommendations of the previous phase is the identification of a prototype lesson.
If more than one delivery approach is selected, more than one type of prototype lesson may
be required. This prototype ensures that we are correctly interpreting our client’s
requirements. This lesson will contain as many of the course features in it as possible. This
allows us to show our client how the following elements will be incorporated into the
training materials:
            performance objectives
            learning/enabling objectives
            target audience
            pre-requisites
            duration
            new terminology
            business process overview (if applicable)
            relevant policies and procedures (if applicable)
            roles and responsibilities (if applicable)
            examples




6/28/2011                                                                                  35/74
                                                        Atlantic Policy Congress of First Nation Chiefs
                                         Application Development for the Fisheries Management System

               experiential learning (case studies, sustained examples, questions and answers,
                etc.)
               pre- and post-assessments, if required
               formative and summative evaluation items
               instructor notes and slides
               participant packages and job aids

The aim of this prototype is to give the client early input into the look and feel of the lesson
as well as to the appropriateness of its writing style and content.

Regardless of the subject matter, we always begin with an overview of the subject, task or
process to ensure that the learning is done in the appropriate context. Once the context is
established and understood, we break the learning into chunks, presenting learners with short
instructional sequences. If it is feasible, we often use a sustained example to tie all parts of
the subject, task or process together. This helps to provide learning continuity.

Step 2: Obtain Client Approval

Next, we ask clients to carefully examine the look and the feel of the prototype to ensure that
it represents what they want, and more importantly, what they need.
A review template is used to ensure that all client comments are captured and addressed.

Once the client approves the prototype, it, in conjunction with the subject matter of the
course training plan, becomes the model for all subsequent development.

Step 3: Finalize the Development Templates

At this point, we make final changes to the development templates to incorporate any
changes required by the client. We then distribute them to the training team and provide
them with instructions on their use.

The design and development templates are the property of the client and remain with the
client after the project ends.

Step 4: Develop the remaining modules

The remainder of the course modules or lessons are developed using the prototype as the
model and the Standards Guide and development templates as the tools. If there is any
required deviation from the content of the Course Training Plan, we first seek the input and
approval of the client before incorporating any changes.

Step 5: Conduct Proof of Acceptance/User Acceptance




6/28/2011                                                                                   36/74
                                                        Atlantic Policy Congress of First Nation Chiefs
                                         Application Development for the Fisheries Management System

As each module or lesson is developed, the client and selected users that the client has
assigned to the project are given the opportunity to review it. Generally, as in the Prototype,
we use a review template to ensure that all comments are captured and addressed.

Step 6: Review Entire Set of Training Materials Using the Comments of the Reviewers

At this point, we review the entire set of training materials assessing each requested change.
We review the requested changes with the client who decides which changes should be made.
All changes are made as requested. This will involve additional testing, since each new
change, particularly in systems training or self-paced training, must be tested using the
software.

Step 7: Develop any Additional Materials

Occasionally, the requirement for job aids or other reference tools may surface during the
development process. At this point, we review which tools would be the more effective from
the learner’s perspective and the most cost-effective to create. We present a list to the client
who makes the final selection. This may involve additional time and cost.

Step 8: Perform Final Editing

Once all of the course materials are developed and signed off, they are given a thorough final
edit to ensure that all standards have been rigorously implemented and to ensure that all
materials have the same look and feel. This is particularly important when there has been
more than one author.

Step 9: Produce Course Materials and Release for Distribution (if required)

Once the course materials are ready, they are transferred onto disks or CD as per the client
requirements. Paper originals, as well as bound copies are prepared for the client.

Step 10: Design Evaluation Tools

Prior to any delivery a set of evaluation tools will be designed. These would be customized
to reflect the objectives of the individual program. Tools would be created for the
participants and for the instructor.

Step 11: Pilot Delivery

The first delivery of a revised or a new program would be delivered as a pilot program. This
allows an opportunity to test the materials and revise as required before full scale delivery
occurs.

Delivery




6/28/2011                                                                                   37/74
                                                           Atlantic Policy Congress of First Nation Chiefs
                                            Application Development for the Fisheries Management System

Prior to starting the delivery of the courses an initial meeting will be conducted with the
project authority to determine the requirements for the delivery of the programs. The
delivery schedule and instructor requirements would be determined at this time. This would
be followed by a preparation period where the instructor(s) would review the training
material to become thoroughly familiar with it.

The instructors would book their travel as required.

Any training materials to be produced for the training sessions would be QA’d as required
prior to being shipped to the training locations. Once on site the trainers would ensure that
the materials required were received.

Following each course the instructors would have the participants complete an evaluation
form. The instructor would complete a separate report, which evaluated the session and
identified any successful aspects and any issues that arose during the training. These forms
would be consolidated and forwarded to the project authority upon completion of the training.
In the training consists of a series of distinct programs a consolidated report would be
prepared separately for each program.

At the end of the delivery portion the Instructor(s) would meet with the project authority to
review the reports in a wrap-up session.

Requirement #     Description
Section 4.5.2     Initial training must be delivered coincident with the   Mandatory
#2                installation of each instance of the FMS.

Initial training will be delivered coincident with the installation of each instance of the FMS.
The trainer will arrive on site with the installer. As the site installation takes place the trainer
will review the unique requirements for that community and prepare to train the identified
users. The training database will be checked prior to commencement of training.

See Section 3.6.2 Training for further details.

4.6.3 Support

Requirement #     Description
Section 4.5.3    The successful bidder must warrant provision of           Mandatory
#1               technical maintenance, version upgrade, and support
                 for each installed instance of the FMS application
                 for a period of two years after installation, with the
                 option of extension of up to three (3) additional
                 annual maintenance and support agreements. The
                 warranty must provide at least the following:
                     Level 1




6/28/2011                                                                                      38/74
                                                          Atlantic Policy Congress of First Nation Chiefs
                                           Application Development for the Fisheries Management System

                       Call back within four (4) business hours
                       Telephone support during the business day
                       (0800 – 1700 Atlantic time, Monday to Friday)

                      Level 2
                     Remote diagnostic assistance or onsite assistance
                     within 48 hours after Level 1 support has proven
                     to be insufficient

We will warrant provision of technical maintenance, version upgrade, and support for each
installed instance of the FMS application for a period of two years after installation, with the
option of extension of up to three (3) additional annual maintenance and support agreements.
The warranty must provide at least the following:
    Level 1
     Call back within four (4) business hours
     Telephone support during the business day (0800 – 1700 Atlantic time, Monday to
     Friday)

     Level 2
      Remote diagnostic assistance or onsite assistance within 48 hours after Level 1 support
      has proven to be insufficient

We will provide Level 1 support from our offices in Ottawa. Depending on the type of
problem, we may involve NicomIT in addressing the problem. NicomIT from their Halifax
office will provide all Level 2 support.

Requirement #     Description
Section 4.5.3     The bidder is required to identify the level of         Mandatory
#2                APCFNC/community staff involvement that will be
                  needed to maintain and support the FMS.

We propose that the APCFNC/community take responsibility for all local backups, data
restores, data entry and report generation. We recommend that the APCFNC train at least two
(2) “super users” to assist the APCFNC and communities on how best to use the system,
manage policies and processes as well as train new/replacement users.

Requirement #     Description
Section 4.5.3     The successful bidder must provide a twelve (12)        Mandatory
#3                month period of Help Desk support for each
                  instance of the installation, from the date of
                  installation at that instance

We will provide Help Desk support from our offices in Ottawa. The Help Desk will manage
the call tracking, problem reporting, problem escalation and resolution reporting.




6/28/2011                                                                                     39/74
                                                         Atlantic Policy Congress of First Nation Chiefs
                                          Application Development for the Fisheries Management System



Requirement #    Description
Section 4.5.3    The bidder must provide a quote for the deployment      Response
#4               and training of each new community taking up the        Mandatory
                 application (beyond the initial eight (8)
                 communities). Assume a local Window 2003
                 Server implementation, in Wolfville, Nova Scotia.

The timing of the training for each new community will be arranged to coincide with the
installation of the system in that community. Lessons learned from initial installations and
training will be incorporated.

Training Time and Costs to include:

               Consultation with each community to customize existing materials as required
               Rework training materials as required
               Arrange timing of training and installation
               Deliver training as arranged
               Training and installation at each new community
               Total = 10 days for each new site

See the Financial Proposal for costing details.

Requirement #    Description
Section 4.5.3    The bidder must have had and must identify their        Mandatory
#5               previous experience in the provision of local/remote
                 support of applications.


Transpolar/The Halifax Group, as demonstrated with our two (2) referenced projects RCMP
project Lion and DND DSB, has many years of experience providing client support for users
in local, remote or distant locations. Project Lion was deployed across Canada in RCMP
detachments from Newfoundland to British Columbia. Our team provided 1st, 2nd and 3rd line
support to both the end-users and the application managers. The services provided to DND
included 3rd line support to a suite of more than 100 applications. The user community was
spread across 300 locations across the country and around the world.

Services provided included:
    Project Management;
    Help Desk Support, 1st, 2nd and 3rd level;
    Release and Implementation Management;
    Configuration Management;
    End-User Training;
    System and Application Testing;




6/28/2011                                                                                    40/74
                                                           Atlantic Policy Congress of First Nation Chiefs
                                            Application Development for the Fisheries Management System




4.7 Local Supplier Involvement
Requirement #    Description
Section 4.6      The AFCFNC communities have strong ties to, and           Rated
                 work well with, local businesses and suppliers.
                 Bidders are requested to elaborate how they would
                 involve local individuals in the delivery of their bid,
                 in particular in areas of training and support.

Describe

Chris Branch to provide

4.8 Previous Similar Application Development, Training and Support

Requirement #    Description
Section 4.7 #1   The bidder must have developed and successfully      Mandatory
                 implemented at least two applications of a scope and
                 value greater than $200,000 within the last six (6)
                 years. The bidder must provide two (2) references
                 with current phone number for such services.

Transpolar/The Halifax Group has been built on the foundation of managing and delivering
complex development projects for more than 15 years. With this experience as demonstrated
in the successful turn key project for the RCMP Project Lion (see reference #2) our proposed
team has the skills and commitment required to clearly understand the requirements and
build and implement a significant system/application that fulfills APCFNC operational
objectives. Furthermore, The experienced garnered with our involvement with the CFRS
project (see reference #1) has ensured that our team is very aware of working within and
meeting critical timelines.

In both of these reference projects the Transpolar/ The Halifax Group team was involved in
all phases of the project including:

      Defining business requirements
      Working with the user community
      Building the application
      Testing /quality assurance
      Developing an implementation plan
      Implementing the plan
      Training the user community

Reference #1 – Project Lion, Royal Canadian Mounted Police




6/28/2011                                                                                      41/74
                                                         Atlantic Policy Congress of First Nation Chiefs
                                          Application Development for the Fisheries Management System



Reference #2 – Canadian Firearms Registration System

Reference #3 – Nicom – Container Tracking System, Port of Halifax

Reference #4 – Nicom – Dispatch and Billing System, Atlantic Pilotage Authority

A full reference for each project is included in Appendix B.


Requirement #    Description
Section 4.7 #2   The bidder must have experience with the provision      Mandatory
                 of support of a similar nature. The bidder must
                 provide two (2) references with current phone
                 number for such services.

Transpolar/The Halifax Group has more than 15 years experience providing effective, timely
support to clients with diverse requirements and unique environment; including distant
geographical footprints. As demonstrated in the references provided, RCMP Project Lion
and DND DSB, our Support Teams provided complete application and hardware support for
each client respectively.

At DND, Transpolar/The Halifax Group provides support to over 100 applications across 300
sites within Canada and around the world. The support required for the RCMP was for a
custom built application being used for a very specific application in a highly secure
environment across Canada.

We can provided complete project lifecycle support for any client environment, from project
design and implementation to release management, end-user training and help desk support.

Reference #1 – Project Lion, Royal Canadian Mounted Police

Reference #2 – Defence Software Baseline, Department of National Defence

A full reference for each project is included in Appendix B.

Requirement #    Description
Section 4.7 #3   The bidder must have developed and delivered or         Mandatory
                 managed the delivery of training on an application
                 of a similar nature. The bidder must provide two (2)
                 references with current phone number for such
                 services.

Over the past decade Transpolar/The Halifax Group have developed and deployed a wide
range of customized training and e-learning solutions to clients in the public and private



6/28/2011                                                                                    42/74
                                                           Atlantic Policy Congress of First Nation Chiefs
                                            Application Development for the Fisheries Management System

sectors. With our experience in the development of customized training and e-learning
solutions, we have the necessary skills and experience to assist the APCFNC in their training
requirements.

Our team members all have an extensive portfolio of experience in the development of both
traditional learning materials as well as customized e-learning solutions. For example:

       Members of our Instructional Design and Courseware Development team have
        developed and refined a wide variety of instructional design and presentation
        techniques through which to engage users and impart the courseware’s key learning
        objectives.
       We have developed and deployed bilingual solutions for a diverse range of government
        departments and private sector clients including policy related projects for Canada
        Customs and Revenue Agency (CCRA), Veterans Affairs Canada (VAC) and Human
        Resources and Development Canada.
       Our team members have adapted numerous paper- and classroom-based training
        courses to an e-learning format creating engaging and informative solutions for a
        diverse range of clients
       Our Courseware Developers are knowledgeable in a wide range of authoring tools,
        delivery technologies and possess an extensive understanding of SCORM, AICC and
        other e-learning and web standards.
       As part of our training design, development and delivery work for customized software
        systems we have also been responsible for the creation and editing of a large number of
        technical manuals.

Full descriptions of training projects are in Appendix B

Requirement #      Description
Section 4.7 #4     The bidder must provide at least one resource with      Mandatory
                   experience in development of a similar application,
                   one resource that has experience in providing
                   support of the type proposed, and one resource that
                   has experience in the development, delivery and
                   management of the type of training required. One
                   resource may be identified as having all of the
                   required experience, or separate individuals may be
                   identified in each of the requirement areas. The
                   bidder must provide one (1) reference with current
                   phone number for each service area.


Transpolar/THG proposes the following resources in response to the FMS RFP mandatory
requirements:

        Development (M) – Michael Hatfield/Peter Norsworthy




6/28/2011                                                                                      43/74
                                                       Atlantic Policy Congress of First Nation Chiefs
                                        Application Development for the Fisheries Management System

      Support (M) - Peter Wellington
      Training (M) - Dave Sneddon

      Note: We are proposing two resources for the development lead, one for the software
       development side and one as a business analyst.

    Development – Michael Hatfield
    Mr. Hatfield has nine (9) years of experience in the information technology field focused
    on developing custom software applications. He is currently responsible system
    analysis, design, development and implementation of custom database systems,
    advanced Internet development and web programming for the Internet and Intranets via
    Corporate LANs for Nicom IT Solutions. Mike has extensive experience with Nicom
    System Development Life Cycle and has an excellent understanding, at a deep technical
    level, of a wide variety of programming languages and techniques in the software
    development industry. As a Senior Technical Architect, Mike is also responsible for
    leading Nicom software development teams.
    Analyst – Peter Norsworthy
    Mr. Norsworthy has significant experience in organizing and developing computer
    information and data analysis computer programs including development of three
    commercial software programs, three internet based systems, and several stand-alone
    software solutions for vessels, processors and government. He has also undertaken a
    number of market assessment projects for fish products and technological products.

    Support – Peter Wellington
    Mr. Wellington is a Senior IT Infrastructure Architect who has been in the information
    technology industry for over 16 years. Mr. Wellington specializes in designing,
    procuring and implementing enterprise technology environments used for business
    operations, application development and testing. He has an excellent record of
    communicating and working very well with clients in Federal Government departments.
    Mr. Wellington is an Aboriginal and has performed IT Consulting services on behalf of
    Transpolar clients. He is also responsible for managing and migrating Transpolar’s
    internal server and platforms.
    Training – Dave Sneddon
    Dave has been involved with a wide variety of public and private sector clients as a
    training and organization development consultant. His work includes assisting
    organizations in developing and clarifying vision and mission statements, strategic and
    tactical plans to assist the organizations in moving forward, as well as assisting in the
    development of organization-wide initiatives in the area of Performance Development or
    Management Systems.

Detailed resumes can be found in Appendix A.




6/28/2011                                                                                  44/74
                                                        Atlantic Policy Congress of First Nation Chiefs
                                         Application Development for the Fisheries Management System

4.9 Previous Experience with Aboriginal Communities

Requirement #   Description
Section 4.8     The bidder must describe the company’s previous         Rated
                experience working in or with Aboriginal
                communities, and previous experience working in
                an Aboriginal setting of each resource proposed for
                the assignment.

Transpolar/THG is a joint venture of an aboriginal and non-aboriginal company’s.
Transpolar, the Aboriginal business in the joint venture, has been committed to the federal
government’s Procurement Strategy for Aboriginal Business (PSAB), since the program was
being formulated in the mid 1990’s. One of Transpolar’s founders, the late Hon. James
Bourque P.C., was a contributor to the policy which eventually resulted in the existing PSAB.
His legacy is evidenced in Transpolar’s program to train Aboriginal persons to participate in
the ever expanding market for highly skilled information technology and communications
engineers.

As the barriers between Aboriginal and non-Aboriginal have been eroded by companies like
Transpolar and The Halifax Group, other enterprises have recognized that Aboriginal
businesses are managed by professionals with ambition and integrity, and that Aboriginal
businesses are capable of developing highly skilled Aboriginal resources who can compete
successfully in an open market. Transpolar’s achievements have opened the door for other
Aboriginal companies to establish similar partnerships, thereby stimulating Aboriginal
business at large.

Transpolar continues to recruit and train Aboriginal people. Using Transpolar’s relationship
with Cisco as example, Transpolar has negotiated a training fund from Cisco to assist in the
certification of Aboriginal Engineers. At the grassroots, Transpolar supports youth training
initiatives such as the certification and IT instruction to First Nations communities across
Canada provided by Cisco Systems Networking Academy with participation from the federal
government, and IBM’s Ignite program which runs three-day camps in several cities for
Aboriginal youths to experience robotics and Web development in a culturally sensitive
format. On its own, Transpolar provides scholarships to five Aboriginal post-secondary
students annually.

Transpolar’s efforts to train Aboriginals have benefited other Aboriginal businesses. As with
any business, Transpolar experiences some turnover of staff. Some people leave the
company to join another, while others who have an entrepreneurial bent, start their own
businesses. Transpolar’s commitment to development of Aboriginal resources has
contributed to sustaining and increasing the number of Aboriginal enterprises available to
provide goods and services to the federal government.




6/28/2011                                                                                   45/74
                                                       Atlantic Policy Congress of First Nation Chiefs
                                        Application Development for the Fisheries Management System

Transpolar and The Halifax Group have been committed to working with Aboriginal peoples
and communities for well over 10 years. This is evident in some of projects they have
worked on together.
Transpolar and The Halifax Group in partnership with IBM Canada provided the following
services to the Nunavut Government to ensure a smooth delivery of service to residents in
both regions during the early months after the creation of the new Territory.

      An overview of the current IT infrastructure and a gap analysis to meet baseline
       requirements.
      A description of the operational framework defining baseline organization and
       resource structure.
      A transition plan from GNWT provided services to the Nunavut Operations Group.
      Assessment of initial training requirements and a strategy for knowledge transfer.
      An initial assessment of the Nunavut Telecom environment and general
       recommendations for improvement.
      A contractual framework for the ongoing relationship between Team IBM and
       Nunavut to address changes to scope and new requirements that may arise.
      A general assessment of the three departments (Education, Health, and Justice) and
       their current operational needs as well as future requirements.

Transpolar was responsible for the delivery of a Communication Strategy and
Implementation Plan for the CIHR Institute of Aboriginal Peoples’ Health. Transpolar was
contracted to complete Phase I & II of the evaluation of the National Aboriginal
Achievement Foundation. Phase I consisted of the submission of a Planning Report to
complete the evaluation. Phase II was the implementation of the evaluation and final report.

Transpolar was asked by the first Deputy Minister of the Department of Culture,
Language, Elders and Youth to Review of traditional Inuit practices. Develop a
working definition of Inuit Qaujimajatuqangit. Draft a policy base on Inuit
Qaujimajatuqangit and the principles, mandate and goals of the Government of
Nunavut. Review and reconciliation of policy with the regulations and statutes of
Nunavut. Prepare final draft policy guidelines for the Deputy Minister of Culture,
Language, Elders and Youth.

Transpolar and the Halifax Group both have close ties to RCAP (Royal Commission
on Aboriginal Peoples). One of the Founders of Transpolar, the late Hon. James
Bourque P.C., was the co-director of policy for the commission while The Halifax
Group provide resources to write chapters of the final report dealing with urban
Aboriginal, Heritage, culture and language along with Representation on courts and
tribunals.

Other projects that either Transpolar or the Halifax Group have been involved in are,
Aboriginal Business Canada




6/28/2011                                                                                  46/74
                                                        Atlantic Policy Congress of First Nation Chiefs
                                         Application Development for the Fisheries Management System

       Conducted survey and research on young Aboriginal entrepreneurs across Canada –
       needs, opportunities, success factors

Department of Justice
      Review of Aboriginal litigation management across the federal government –
      required comprehensive understanding of Aboriginal issues, including fisheries issues.

Canadian Heritage
      Audit of Urban Multi-Purpose Aboriginal Youth Centres Initiative – all interviews /
      site work had to be performed in a culturally sensitive manner, findings had to be
      interpreted and reported in context of urban Aboriginal youth challenges and
      environment

Transpolar and The Halifax Group consultants are also committed to working with aboriginal
communities both professionally and on there own time. The two companies have The
former Chair of the Center for Traditional Knowledge at the Canadian Museum of Nature, a
former Executive director of The Inuit Tapiriit Kanatami of Canada, the former principle
Advisor Principal Advisor during Charlottetown Constitutional Accord negotiations –
required comprehensive understanding of Aboriginal rights and issues for Native Council of
Canada (now Congress of Aboriginal Peoples) and the current president of Ottawa Metis
community organization under MNC.

Proposed Development Business Analyst - Peter Norsworthy.
Mr. Norsworthy has extensive experience working with Aboriginal communities and
government that has provided him with a great deal of understanding of Aboriginal
environments. His previous work is asset and would prove highly beneficial in his work on
the Fisheries Management System (FMS).

In 2006 he completed the Shrimp plant feasibility assessment for the Nunatsiavut
government, a project which included site review and open community consultations in five
Northern Labrador communities to determine the location with suitable infrastructure,
resource adjacency, and labour availability. Mr. Norsworthy has also developed a complete
resource, labour skills, production, marketing, financial and preliminary engineering plan for
the establishment of a shrimp processing plant in Makkovik.

While working for the Pangnirtung Fisheries in 2005 he completed a Turbot waste utilization
for a product and market study to utilize the turbot frames. The purpose of the project was to
identify means of diverting turbot from the local landfill.

Mr. Norsworthy also conducted a thorough financial appraisal for the Shrimp transshipment
and processing facility for the Nunavut government in 1992 and 2002. This assessment
included establishment of a large cold storage for transshipment of northern shrimp,
establishing a shrimp processing plant, and construction of a suitable shipping terminal to
permit docking of large vessels.




6/28/2011                                                                                   47/74
                                                       Atlantic Policy Congress of First Nation Chiefs
                                        Application Development for the Fisheries Management System

Proposed Software Development Resource: Michael Hatfield
Nicom to provide

Proposed Support Resource: Peter Wellington
Mr. Wellington is a Métis and is currently the President of the Ottawa Regional Métis
Council (ORMC) (www.ottawametis.ca). The purpose of this organization is to promote and
maintain Métis and Aboriginal culture in the Ottawa Region, celebrate Métis ethnicity and
traditions, as well as raise Aboriginal awareness within National Capital Region. His is
actively involved in the Aboriginal community and is responsible for organizing and
operating ORMC events; including the annual “By the Fire” Pow-Wow on Ottawa’s historic
Victory Island.

Mr. Wellington is also actively involved with Transpolar Technology Corporation both as a
consultant and as an internal resource. He has extensive experience working for clients
under the Transpolar banner including the Department of National Defence (DND), Ottawa-
Carleton District School Board (OCDSB) and Industry Canada. Mr. Wellington is also
responsible for designing, developing and maintaining Transpolar’s internal infrastructure,
including the intranet, architecture and software systems.

Mr. Wellington’s cultural background and Aboriginal work experience is a significant asset
to developing the APC FNC FMS.

Proposed Training Resource: Dave Sneddon
Building on a long-term teaching association with the Management Studies Department at
Algonquin College, Dave has been involved with a wide variety of public and private sector
clients as a training and organization development consultant. His work includes assisting
organizations in developing and clarifying vision and mission statements, strategic and
tactical plans to assist the organizations in moving forward, as well as assisting in the
development of organization-wide initiatives in the area of Performance Development or
Management Systems. Training and experience in this area includes courses at the
undergraduate level; as a thesis subject for his MBA in Management Studies (organization
development focus); and numerous courses in training and instructional techniques.
Additionally, Dave has had interventions with clients such as Corrections Canada for
Staffing Reform and Performance Appraisal Systems; Petro-Canada for Performance Support
and Capability Development Process and the Regional Municipality of Ottawa-Carleton for
Performance Development Process.

Many of the organizational interventions Dave has been involved with have utilized the
classic principles of OD; that is to develop and define the goals, roles and responsibilities
required for an organization to succeed in a transformed environment.

Dave works very well with a wide spectrum of people in a variety of organizations. Known
as a “people person”, Dave’s easy style as a session facilitator has helped individuals and




6/28/2011                                                                                  48/74
                                                          Atlantic Policy Congress of First Nation Chiefs
                                           Application Development for the Fisheries Management System

tasked groups in organizations develop and produce initiatives to transition from their current
organizational state towards a transformed organization. This has often included a
requirement for developing, documenting and delivering skill and/or knowledge training for
individuals and or groups within the changing organization.

Dave has worked with a number of advanced technology firms in the private sector, as well
as with public sector departments’ IT/IM projects or initiatives. Two interventions in the
IT/IM area include the ESMAIT project at DFAIT, and the Firearms Program at the
Department of Justice.

While working with Corrections Canada during their Staffing Reform initiative, Dave
traveled to the regional Corrections centres to extensively consult with a variety of
stakeholder groups. Two of the centres were in Abbotsford, B.C. and Edmonton, Alberta.
Both of these regional constituent stakeholder groups included Aboriginal representation.
Extensive discussions and focus groups at the requirements development stage through to the
training delivery pilot of the new system were part of the mandate for this initiative.

During the development and subsequent implementation of the Canadian Firearms
Registration System, Dave was extensively involved in the design, development,
documentation and delivery of training to all levels of users of the CFRS. A significant
element of the implementation training was conducted at the Central Processing Site in
Miramichi, New Brunswick, the population of which includes members of a number of
Aboriginal communities.


4.10 Status Reporting

Requirement #    Description
Section 4.9      The bidder must describe how they would provide          Mandatory
                 written weekly progress/status reports to the
                 designated client Project manager, making reference
                 to; the progress relative to the overall project plan,
                 identifying targets for the next period, targets
                 achieved during the current period, risks identified
                 and level of risk to the project, recommended
                 responses to any risks or other issues.

Weekly management meetings will be held within the team At these meeting project status
will be reviewed, issues discussed, any issues impacting the project will be escalated to the
appropriate authorities. Following these meetings we will provide the APCFNC project staff
with the following items:
       Written weekly progress/status reports including all items as described above.




6/28/2011                                                                                     49/74
                                                          Atlantic Policy Congress of First Nation Chiefs
                                           Application Development for the Fisheries Management System

4.11 Other Requirements

Requirement #      Description
Section 4.10 #1    Bidders must provide a company profile, describing     Rated
                      at least
                       The primary activities of the company and any
                        sub-contractors it proposes to involve in the
                        delivery of the requirements
                   A brief description of the company, including the
                   annual revenue and number and distribution of
                   offices and employees


Chris – please review

4.11.1 Corporate Profile

Transpolar/THG

Transpolar/THG is a joint venture partnership between Transpolar Technology Corporation
(an aboriginal business) and The Halifax Computer Consulting Group Inc. Transpolar holds
a 51 per cent interest in the partnership, with The Halifax Group holding the remaining 49
per cent. Transpolar/THG is the legal name of the company for contractual purposes.

       The Management Team includes:

                  Chris Branch
                  Edwin Bourque
                  Bill Banning
                  Nancy Madge

Transpolar Technology Corporation

Transpolar Technology Corporation is an Aboriginal enterprise as defined by the federal
government’s Strategy for Procurement of Aboriginal Business. The company serves
Aboriginal communities, private enterprise and governments, with a commitment to the
traditional values of honesty, humility, respect for all peoples, sharing and acceptance of
responsibility.

Since its incorporation in 1995, the company has provided a comprehensive range of services
in management, governance, training, business process engineering, and information
technology for both the public and private sectors. Key information technology and training
clients have included Department Of National Defence, Canadian Firearms Centre, Diand,




6/28/2011                                                                                     50/74
                                                      Atlantic Policy Congress of First Nation Chiefs
                                       Application Development for the Fisheries Management System

Human Resources Development Canada, Aboriginal Healing Foundation, the Government of
Nunavut and the Northwest Territories, and IBM.

In addition to 15 current full-time resources, the company has access to more than 100 full-
time information technology and training specialists through its close affiliation with The
Halifax Group.

Transpolar believes strongly in learning through working together, and actively seeks
opportunities to lend its experience and capabilities to support the economic, social and
individual development of Canada’s Aboriginal people.

       Key team members include:
       Edwin Bourque President
       David Gladders Vice-President, Special Projects
       Chris Branch

The Halifax Group
The Halifax Computer Consulting Group Inc., operating under the registered trade name of
The Halifax Group, has been in business since April 1988. The Halifax Group is a Canadian
Controlled Private Corporation headquartered in Ottawa. The Halifax Group is a contractor
based company of more than 100 professionals, as well as a continuing business affiliation
with numerous specialist service providers. The company provides a comprehensive range
of management consulting performance support and improvement and information
management and technology services to government and the private sector.

In terms of core expertise and principal business, The Halifax Group is recognized for its
project management discipline, experience in technology infrastructure and communications
system engineering and management, expertise in training and learning technologies, and
procurement management experience. Based on Project Management Institute recognized
methodologies, The Halifax Group’s approach to project and infrastructure management is
particularly suited to multi-disciplinary, multi-contractor teams which must integrate with
client personnel and form a single organization to achieve common objectives. The
company’s strength and reputation is based upon its ability to consistently and effectively
apply its communications and information technology management and engineering
methodologies in a diverse range of situations.

The company’s systems expertise flows from more than 12 years of conducting management,
engineering and technology and communications support projects for a wide range of federal
departments and agencies, including PCO, Department Of National Defence, CSE, CSIS,
RCMP, CIC, DFAIT, Canadian Firearms Centre, DIAND and the Solicitor General. In
addition to many other significant projects, the company is currently providing extensive
technical infrastructure management and systems development and support services for two




6/28/2011                                                                                 51/74
                                                        Atlantic Policy Congress of First Nation Chiefs
                                         Application Development for the Fisheries Management System

major federal projects, the Canadian Firearms Registration System and Department Of
National Defence’s $100+ million Common User Core Life Cycle Support Facility.

Through strategic project work in Canada, and abroad, The Halifax Group has developed
expertise and specialized skills to support the analysis, planning, development and
implementation of both traditional training and multi-media learning and performance
support systems. The company has extensive experience in creating the appropriate content,
its distribution, and teaching and facilitating learning and collaboration on-line. Our
technology-based learning products and services include electronic job aids, computer-based
training, expert systems, electronic performance support systems, and synchronous and
asynchronous conferencing technology.

       Key members of The Halifax Group team include:
       Chris Branch        President
       Bill Banning        General Manager, Systems Division
       Nancy Madge         General Manager, Learning Technologies Division

THG and TTC have joint revenues of $12 million for FYE 31 Jan 2006, and currently on
target for $14.5 million for FYE 31 Jan 2007.

Nicom IT Solutions (subcontractor to Transpolar/THG Joint venture)

As the largest independent IT consulting firm in Nova Scotia, we offer expertise in IT
Consulting, Technical Support, Software Development and Web Site Design & Development.

We also do IT Staffing Services through our DDA Staffing Solutions division and
Management Consulting via our partnership with the Novus Consulting Group.

Expertise

NicomIT is uniquely suited to satisfy the needs of large clients because of our expertise in
both web design and application development. Our rich history provides clients with the
framework and methodology for successful application development.

This methodology applies a phased approach to everything we do, which is designed to
ensure that both our developers and the client are well informed as to the project
requirements before proceeding with any step in the process.

NicomIT’s proven methodology is the backbone of our solid software development process.
The benefit to each of our clients is a project that runs smoothly, has open communication,
meets targeted milestones and comes in on budget.

Award Winning Service




6/28/2011                                                                                   52/74
                                                         Atlantic Policy Congress of First Nation Chiefs
                                          Application Development for the Fisheries Management System

NicomIT was honoured by one of our clients, the Atlantic Pilotage Authority (APA). At the
APA's annual awards dinner, NicomIT was presented with an Award of Recognition in
appreciation of the professional services we have provided to their organization. We have
also received the Small Business of the Year – Bronze Award at the Metro Halifax
Business Awards 2005 and a Winning Customer Award from Microsoft Corporation.
We were one of two companies in Canada who received the award from Microsoft. We
believe this recognition speaks volumes for the high level of service and quality we strive to
provide to all of our clients.
Our Services

NicomIT delivers powerful IT Consulting, providing the right blend of focused expertise
and technical competencies to find solutions that work for you. Our team will work with you
to determine which technologies best suit your needs and offer the most value to your
organization. By having a qualified technician perform an IT assessment we will bring your
current practices into perspective and clearly identify opportunities to improve. We will then
assist you with the purchase, installation and implementation of those new technologies to
ensure you are receiving the maximum benefit.

Our Technical Support personnel provide the necessary expertise to help you resolve your
computer related problems quickly and easily. Keeping your system working smoothly is the
major focus for our technical support team. Our services include installing new local area
networks and software, computer repairs, and preventative maintenance to name a few. Our
technicians receive continual training to keep up-to-date with the latest technologies and can
often solve difficulties over the phone or by 'dialing in' to the computer system. More severe
problems may require a site visit to resolve but support issues always receive our highest
priority.

NicomIT's Software Development services offer complete database software design,
development, implementation and documentation. Guided by our Advanced Waterfall
Methodology, we will work with you to assess your organization's needs and develop a
custom software application to meet your exact requirements. Our Developers use the most
up-to-date techniques in their field and work with all the common database systems and
software development languages including Java and .Net.

Our Web Design and Development team is made up of experienced new media
professionals who are driven to push the envelope of innovative new media design. Whether
you need a home page on the web or a complete e-commerce solution we can help. We
provide creative and effective solutions for companies of all sizes and specialize in
incorporating existing traditional communication strategies into sharp, well-designed web
sites that capture the essence of your organization.

As a division of NicomIT, DDA Staffing Solutions works to provide you with experienced,
professional IT personnel. Whether it be on a permanent or contract basis, we understand
how important it is to find the right people with the right skills to fit your needs. As such, our




6/28/2011                                                                                    53/74
                                                       Atlantic Policy Congress of First Nation Chiefs
                                        Application Development for the Fisheries Management System

services include sourcing and screening applicants, conducting thorough reference checks as
well as continuous performance reviews once a candidate is placed on assignment.

NicomIT is a member of The Novus Consulting Group. Novus members are experts in their
fields who use their experience and knowledge to help you with tough management
challenges. These services include systems procurement, interim management, organizational
governance review, change management, business process redesign, feasibility research and
analysis, business case development, data mining and more.


Requirement #     Description
Section 4.10 #2   Certification                                        Mandatory

“We certify that all statements made with regard to the experience of the firm and education
and the experience of individuals proposed for the completing the subject work are accurate
and factual and we aware that the APCFNC reserves the right to verify all information
provided in this regard and that untrue statements may result in the proposal being declared
non-responsive or in other action which the APCFNC may consider appropriate.”


__________________                                                     _______________
Signature                                                     Date

Name:




6/28/2011                                                                                  54/74
                                      Atlantic Policy Congress of First Nation Chiefs
                       Application Development for the Fisheries Management System



Appendix A Resumes
                     Peter Norsworthy
                     Michael Hatfield
                     Peter Wellington
                      David Sneddon




6/28/2011                                                                 55/74
                                        Atlantic Policy Congress of First Nation Chiefs
                         Application Development for the Fisheries Management System



Appendix B Project References




6/28/2011                                                                   56/74
                                                                Atlantic Policy Congress of First Nation Chiefs
                                                 Application Development for the Fisheries Management System

Development Reference #1

                                        Project Lion
                           Royal Canadian Mounted Police (RCMP)
                                  Development Component

                                     August 2000 – March 2006

 PROJECT DESCRIPTION:
 In 1992, the Royal Canadian Mounted Police (RCMP) contracted The Halifax Group to design and
 develop a system to track informants. The project was a success, and the software went into production
 until 2000. As time and technology progressed the RCMP users developed additional requirements and
 eventually retired the original system in favour of a replacement with significantly enhanced functional
 capability supported by a state-of-the-art technical architecture.

 In 2000 the RCMP re-contracted The Halifax Group to provide the new solution. Known as Project
 LION, the new application is used to manage all RCMP informants/agents, and witnesses under
 protection, as well as all RCMP Undercover Operators and Trained Coverpersons. LION is a Web-
 based, Protected “C” system operating in a highly secured environment.

 The new infrastructure is based on the most recent developments in thin-client/web-based technology
 and incorporates the requisite security services required for Protected C operation (i.e. Windows NT
 workstation and file server, PKI (Public Key Infrastructure), TimeStep, Luna tokens, secure facilities,
 etc.). The solution supports operations in seventeen Divisional RCMP locations across Canada as well
 as four Municipal Police Agencies within the Province of Alberta.

 This project is an example of a specialized system within an integrated justice context and belongs to
 one of the Canada Public Safety Information Network (CPSIN) partners.

 PROJECT DATES:
 The Halifax Group has been providing services for the LION project under contract to the RCMP since
 August 2000 to March 2006. The service is ongoing via a Task Authorization process.

 PROJECT VALUE            $1.5 million

 RESOURCES:
 The types of personnel provided include:

       Project Leader;
       Business Systems Analyst;
       Object Oriented Designer;
       Programmer Analyst;
       Programmer;
       Project/Test Co-ordinator;
       Tester;
       Technical Writer;
       Solutions Architect;
       Data Base Administrator; and
       Infrastructure Integration Specialist.




6/28/2011                                                                                           57/74
                                                              Atlantic Policy Congress of First Nation Chiefs
                                               Application Development for the Fisheries Management System

                                       Project Lion
                          Royal Canadian Mounted Police (RCMP)
                                 Development Component

                                   August 2000 – March 2006



 SERVICES:
 The Halifax Group provided project management, application development, technical architecture,
 security engineering, and implementation services. This project is an example of the company
 providing end-to-end services from initial project planning through to ongoing application support,
 which continues today. All of the IT related work was performed in Ottawa at the company’s main
 office on Sparks Street, which is also the location for the LION help desk. All services are provided in
 both official languages.

 The services provided include:

         Project planning and control;
         Requirements definition;
         Application engineering;
         Technical architecture;
         Application development;
         Data base design and development;
         Software testing;
         Software integration;
         Documentation (English and French);
         Configuration management;
         End-user training;
         Release management; and
         Help desk.

 DELIVERABLES:
         Source code and related documentation;
         Service/Enhancement Reports;
         Testing Reports;
         Service Support Desk.

 RESULTS:
 The client is fully satisfied with the work that The Halifax Group has performed.

 CLIENT REFERENCE:
                                  Daniel Paradis
                                  Inspector – OIC Witness Protection Unit
                                  RCMP
                                  (613) 949-6393




6/28/2011                                                                                           58/74
                                                             Atlantic Policy Congress of First Nation Chiefs
                                              Application Development for the Fisheries Management System

Development Reference #2

                                Canadian Firearms Registration System
                                    Department of Justice Canada
                                 Design and Development Component
                                         June 1997 – Present

 PROJECT DESCRIPTION:
 The Canadian Firearms Registration System (CFRS) was a seventy million dollar multi-year project
 which implemented the firearm licensing and firearm registration provisions of Bill C-68. The
 Information Technology (IT) component of this project was budgeted at more than five million dollars.
 At its peak, over 1,200 users accessed the system. Some of the participants included the Department of
 Justice, the Royal Canadian Mounted Police (RCMP), the Canada Revenue Agency, International Trade
 Canada and Provincial and Territorial Firearms registrars. In 2001, the project was renamed as the
 Canadian Firearms Information System (CFIS).
 PROJECT DATES:
         June 1997 to Present
 PROJECT VALUE:
         $7 million
 RESOURCES: 57 full time staff , consisting of:
          Application Analysts
          Application Programmer/Analysts
          Web Developers
          Application Architects
          Technical Architects
          Platform Analysts
          Project Managers
          Project Administrators
          Information Analysts
          Database administrators
          Quality Assurance Consultants
          Testers
          Trainers
          Technical Writers
 TOTAL EFFORT:12,000 Person days
 CLIENT UTILIZATION:
 The CFRS Client base is 1,200 clients including many remote locations across Canada.




6/28/2011                                                                                        59/74
                                                              Atlantic Policy Congress of First Nation Chiefs
                                               Application Development for the Fisheries Management System


                             Canadian Firearms Registration System
                                 Department of Justice Canada
                              Design and Development Component
                                      June 1997 – Present
 PROJECT SUMMARY:
 The Department of Justice (DOJ) engaged The Halifax Group to assist in their project to create a
 new application to implement the firearm licensing and firearm registration provisions of Bill C-
 68. The project team was composed of staff from DOJ, several IT firms and representatives from
 the RCMP and CRA.
 The Halifax Group team members contributed to the project with the following services:
  Client-server application design, development, integration, implementation and support
      (Implemented 1998);
  Web application design, development, integration with the existing client-server system and
      its implementation and support (implemented 2000);
  System Architecture design, development, implementation and support;
  System integration design, development, implementation and support including interfaces to
      external systems at Canada Revenue Agency (CRA) and the RCMP;
  User training and documentation;
  Network Architecture design, development, implementation and support;
  Oracle database versions 7, 8, 9 and 10 design, development, implementation and support;
  Deployment and support of workstations across Canada at DOJ, RCMP and Provincial
      Firearm registrar sites;
 Project Management services including weekly status meetings and reports, change management
 processes, risk management processes, utilization of Rational Unified Process (RUP)
 methodology for all project phases and budget management
 RESULTS:
 The client is completely satisfied with the services provided by The Halifax Group. The IT project
 was delivered on-time and on-budget to the satisfaction of the client.
 PRODUCTS USED:
       The following products were used to development the required deliverables:
        Rational Rose;
        Rational requisite Pro;
        Rational Team Test;
        Oracle Designer;
        Microsoft Visual Source Safe;
        Oracle database versions 7, 8, 9 and 10;
        Microsoft Windows Servers;
        Microsoft Windows Workstations;
        HP PA-RISC servers running HPUX ;
        VisualAge for Java;
        Dream weaver;
        Java script and Java classes;
        PowerBuilder 5.0 and 7.0.
 CLIENT CONTACT:
       Karl Theil                                   (613) 787-5402
       Delivery Executive
       Lynn DesHaies                                (613) 954-1666
       Director




6/28/2011                                                                                             60/74
                                                               Atlantic Policy Congress of First Nation Chiefs
                                                Application Development for the Fisheries Management System

Development Reference – Nicom IT Solutions

                                     Container Tracking System
                                          Port of Halifax
                                      November 2004 - Present
 PROJECT DESCRIPTION:
 The port of Halifax processes 100,000 import containers annually through two facilities. These
 containers are discharged and shipped to point across the country; some by road and some by rail.

 In an effort to improve both customer service and operations efficiency, Nicom IT Solutions was asked
 to design and develop a container tracking system that focused on containers leaving by rail.

 Discharge lists are submitted to the Halifax Port Authority in the form of EDI (Electronic Data
 Interchange) format via FTP and/or email.

 Canadian National Railway submits container movement events to the Halifax Port Authority.

 Are files are received, the Container Tracking System (CTS) performs data analysis, merging and
 transformations to the import files to create a clear, distinct view of a container arriving in the Port of
 Halifax. This information includes the discharge, ramped, departed, arrived and re-ramped date and
 times.


 SERVICES:
 Nicom IT Solutions did the entire development of this application, including Systems Analysis,
 Custom Software Design, Software Development, Implementation, and Quality Assurance.

 The Contact Tracking System (CTS) was developed using Microsoft .NET technology and MS SQL
 Server 2000.

 The system is comprised of several components including an import file processing service and a file
 downloader service, both running on the Windows server platform, and a client desktop application for
 querying the container data and for running reports.


 PROJECT VALUE:                    Approximately $250,000

 CLIENT CONTACT:                    Jim Nicoll, MIS Manager, (902) 426-8713



 NICOM IT SOLUTIONS PERSONNEL:
                        Mike Hatfield, Senior Technical Architect
                        Kevin Langille, Programmer / Analyst




6/28/2011                                                                                              61/74
                                                              Atlantic Policy Congress of First Nation Chiefs
                                               Application Development for the Fisheries Management System

Development Reference– Nicom IT Solutions

                                    Dispatch and Billing System
                                    Atlantic Pilotage Authority
                                    December 1997 – July 2005

  PROJECT DESCRIPTION:
  The Atlantic Pilotage Authority (APA) was established in 1972 pursuant to the Pilotage Act. The
  mandate of the Atlantic Pilotage Authority is to establish, operate, maintain and administer, in the
  interest of safety, an efficient Pilotage service within the designated waters of the Atlantic region.

  In 1998 the APA assumed responsibility for the dispatching of all pilots within the Atlantic Canadian
  region. Nicom was involved with the APA, offering infrastructure and financial software
  procurement services and Nicom was approached to analyze the business requirements, create a
  system design and develop the dispatching and billing software they needed.

  The initial development culminated in the Dispatching and Billing System (DABS), an integration
  module to their accounting and financial software system, and secure websites for pilots, agents and
  APA administration.

  With the success of the Dispatching and Billing System (DABS), a number of supporting modules
  have been developed using various technologies. These supporting modules included a pilot boat
  maintenance tracking system, a pilot leave and recall tracking system and a number of web-based
  administrative reports.


  SERVICES:
  Through a series of stakeholder meetings and key user interviews, NicomIT gathered the system
  requirements which, once prioritized, became the foundation of the system design. The design went
  through several revisions to ensure the system would not only meet their current needs but also
  provide the flexibility required for future expansion and enhancement. The applications were
  developed using Microsoft Visual Basic 6 and Visual Basic.NET working in tandem with Microsoft
  SQL Server and a Microsoft IIS web server.

  Along with our software development services, Nicom also provides the Atlantic Pilotage Authority
  with a number of other IT related services such as ongoing infrastructure support, software
  procurement, and website design and development.

  PROJECT VALUE:                      $400,000


  CLIENT CONTACT:                     Mr. Peter MacArthur, Chief Financial Officer,
                                      (902) 426-2550

  NICOM IT SOLUTIONS PERSONNEL:

                                      Mike Hatfield, Senior Technical Architect
                                      Ken Acker, Programmer / Analyst
                                      Three other Programmers




6/28/2011                                                                                          62/74
                                                               Atlantic Policy Congress of First Nation Chiefs
                                                Application Development for the Fisheries Management System

Support Reference #1

                                       Project Lion
                          Royal Canadian Mounted Police (RCMP)
                                   Support Component
                                 August 2000 – March 2006

 PROJECT DESCRIPTION:
 In 1992, the Royal Canadian Mounted Police (RCMP) contracted The Halifax Group to design and
 develop a system to track informants. The project was a success, and the software went into
 production until 2000. As time and technology progressed the RCMP users developed additional
 requirements and eventually retired the original system in favour of a replacement with significantly
 enhanced functional capability supported by a state-of-the-art technical architecture.

 In 2000 the RCMP re-contracted The Halifax Group to provide the new solution. Known as Project
 LION, the new application is used to manage all RCMP informants/agents, and witnesses under
 protection, as well as all RCMP Undercover Operators and Trained Coverpersons. LION is a Web-
 based, Protected “C” system operating in a highly secured environment. The new infrastructure is
 based on the most recent developments in thin-client/web-based technology and incorporates the
 requisite security services required for Protected C operation (i.e. Windows NT workstation and file
 server, PKI (Public Key Infrastructure), TimeStep, Luna tokens, secure facilities, etc.). The solution
 supports operations in seventeen Divisional RCMP locations across Canada as well as four Municipal
 Police Agencies within the Province of Alberta.

 This project is an example of a specialized system within an integrated justice context and belongs to
 one of the Canada Public Safety Information Network (CPSIN) partners.

 The Halifax Group provided support for the LION system from the time of installation in 2000 up to
 the transition of maintenance back to RCMP Staff in March 2006. The types of support available
 included Telephone Help Desk, Email and in person support. Being located within the same city,
 onsite troubleshooting was available on a same day / next day basis.

 On site system “Audit and Evaluations” were performed each month in cooperation with the client.
 The system generates user friendly log files for the client, as well as technical log files for the
 technician. This allows the client administrator to review the activity of the system at any time. During
 the monthly review, the state of the system would be reviewed, the database would be checked and
 optimized where necessary, log files and reports reviewed, system utilization was monitored, etc. The
 results were then compiled into a monthly report, which was review together by the client who would
 sign off on each report.

 There were regular enhancement contracts throughout the maintenance period of the system. The
 client’s needs would evolve over time and The Halifax Group would work together with the client to
 add features and changes to the system to ensure the system grew with their needs.

 When enhancements to the system were released into production, they were first tested on a test
 machine in the production environment, allowing for testing to take place before updating on the
 clients site before updating the working version of their system. There was a daily backup plan in place
 to ensure both the application files and the database were backed up regularly. The backups were also
 part of a multiple year plan to maintain historical data for auditing purposes.

 PROJECT DATES




6/28/2011                                                                                            63/74
                                                               Atlantic Policy Congress of First Nation Chiefs
                                                Application Development for the Fisheries Management System

                                        Project Lion
                           Royal Canadian Mounted Police (RCMP)
                                    Support Component
                                  August 2000 – March 2006
 The Halifax Group has been providing services for the LION project under contract to the RCMP since
 August 2000 to March 2006. The service is ongoing via a Task Authorization process.
 PROJECT VALUE:           $500,000
 RESOURCES:

 The types of personnel provided include:
      Project Leader;
      Business Systems Analyst;
      Object Oriented Designer;
      Programmer Analyst;
      Programmer;
      Project/Test Co-ordinator;
      Tester;
      Technical Writer;
      Solutions Architect;
      Data Base Administrator; and
      Infrastructure Integration Specialist.

 SERVICES:

 The Halifax Group provided project management, application development, technical architecture,
 security engineering, and implementation services. This project is an example of the company
 providing end-to-end services from initial project planning through to ongoing application support,
 which continues today. All of the IT related work was performed in Ottawa at the company’s main
 office on Sparks Street, which is also the location for the LION help desk. All services are provided in
 both official languages.

 The services provided include:
        Project planning and control;
        Requirements definition;
        Application engineering;
        Technical architecture;
        Application development;
        Data base design and development;
        Software testing;
        Software integration;
        Documentation (English and French);
        Configuration management;
        End-user training;
        Release management; and
        Help desk.

 DELIVERABLES:

         Source code and related documentation;
         Service/Enhancement Reports;




6/28/2011                                                                                           64/74
                                                              Atlantic Policy Congress of First Nation Chiefs
                                               Application Development for the Fisheries Management System

                                       Project Lion
                          Royal Canadian Mounted Police (RCMP)
                                   Support Component
                                 August 2000 – March 2006
        Testing Reports;
        Service Support Desk.

 RESULTS:

 The client is fully satisfied with the work that The Halifax Group has performed.


 CLIENT REFERENCE:                Daniel Paradis
                                  Inspector – OIC Witness Protection Unit
                                  RCMP
                                  (613) 949-6393




6/28/2011                                                                                         65/74
                                                              Atlantic Policy Congress of First Nation Chiefs
                                               Application Development for the Fisheries Management System

Support Reference #2
                                  Defense Software Baseline
                                Department of National Defence
                                 September 2001 – Oct 2006
 PROJECT DESCRIPTION:
 The Defence Software Baseline - Life Cycle Support Facility (DSB-LCSF) is a multi-year multi-million
 dollar per year section within the Department of National Defence (DND) matrix. DSB-LCSF was
 previously Known as the Common User Core (CUC) Life Cycle Support Facility which ran from April to
 September 2001. DSB-LCSF which provides highly automated Desktop Management Services
 (DMS) that enhance the manageability of PCs throughout their life cycle. DSB-LCSF works with DND
 Information Processionals (IP), DND Information Technology support staff working within the
 Information (IM) Group and Local Service Provider (LSP) organizations throughout the DND (Army,
 Air Force, Deployed Operations (excluding ships) and parts of the Navy & NDHQ) all over the world. In
 addition to the DMS described earlier, DSB-LCSF provided, until the end of 2004, Configuration
 Management for IS/IT equipment for Deployed Operations (excluding ships), Layer 2/3 network
 monitoring all over the world for most bases and server health monitoring and server patch monitoring
 all over the world for most servers.

 PROJECT VALUE:                  $23 million

 RESOURCES:
 49 full time staff , consisting of:
      Application Analysts
      Application Programmer/Analysts
      Web Developers
      Application Architects
      Technical Architects
      Platform Analysts
      Project Managers
      Project Administrators
      Information Analysts
      Database administrators
      Quality Assurance Consultants
      Testers
      Trainers
      Technical Writers & translators
      Web Master


 TOTAL EFFORT: 12,000 person days

 CLIENT UTILIZATION:
    45,000 clients/end users across Canada and world wide.
 PROJECT SUMMARY:
 The Department of National Defence (DND) engaged The Halifax Group to assist in their project
 to create a new application for automated Desktop Management Services (DMS) that enhance the
 manageability of PCs throughout their life cycle. The project team was composed of staff from




6/28/2011                                                                                         66/74
                                                              Atlantic Policy Congress of First Nation Chiefs
                                               Application Development for the Fisheries Management System


                                   Defense Software Baseline
                                 Department of National Defence
                                   September 2001 – Oct 2006
 DND and several IT firms.
 The Halifax Group team members contributed to the project with the following services:

     Client-server application design, development, integration, implementation and support ;
     Web application design, development, integration with the existing client-server system
      and its implementation and support;
     Release Management & product Configuration Management;
     Database design, development, implementation and support ;
     System integration design, development, implementation and support;
     System Architecture design, development, implementation and support;
     User training and documentation;
     Network Architecture design, development, implementation and support;
     Deployment and support of workstations across Canada and World wide at DND sites;
     Network monitoring & network site mapping;
     Project Management services including weekly status meetings and reports, change
      management processes, risk management processes, utilization of DND Software
      Development Life Cycle (SDLC) methodology for all project phases and budget
      management.

 RESULTS:
 All project deliverables were delivered on schedule and within cost and accepted by the client.
 PRODUCTS USED:
       The following products were used to develop the required deliverables:
        Microsoft Internet Information Server (IIS)
        Microsoft Windows NT4 Servers;
        Microsoft Windows 95 & 2000 Workstations;
        Winbatch;
        VB Script
        C++
        Visual Studio
        MS Project
        MS Access
        Intermapper (http://www.intermapper.com/)
        Microsoft SQL Server
        Microsoft FrontPage
        DTSearch (http://www.dtsearch.com/)
 CLIENT CONTACT:
                                  Brian Woolsey      (613) 944-4712
                                  DDCEII




6/28/2011                                                                                          67/74
                                                               Atlantic Policy Congress of First Nation Chiefs
                                                Application Development for the Fisheries Management System

Training Reference #1

                              Canadian Firearms Registration System
                                      Training Component
                                  Department of Justice Canada
                                   June 1997 – December 2001
 PROJECT DESCRIPTION:
 The Canadian Firearms Registration System (CFRS) project involved the implementation of Bill C-68
 across Canada. It included the development of personal licensing and firearms registration systems
 and the development and dissemination of communications and training courses supporting the
 enforcement of the legislation. In partnership with EDS, the Halifax Group training resources were
 responsible for the designing, developing and delivering of training programs to law enforcement
 professionals across the country. The Halifax Group team included up to thirty training professionals.
 The team was responsible for developing the training strategy for three large diverse target audiences
 in both French and English. A performance based, task centred approach was selected. This approach
 required extensive research and necessitated close collaboration with the technical development team
 and end users. The training team was also responsible for the development of a complete set of
 context sensitive help files. All instructional materials and help files were updated several times as the
 system underwent various functional changes. The instructional materials were also converted to a
 WEB based format as more distance learning principles were applied.

 SERVICES:
 Note: Originally all training materials were paper based, over the last two years of the project all
 materials were converted and are now accessible electronically.
        Computer based training CFRS overview
        Instructor Guides and Participant Manuals:
        Central Processing Site – 8 modules
        Chief Firearms Offices – 9 modules
        Canadian Firearms Registry – 8 modules
        User Guides – these guides cover all job functions across all audiences (#)
        Job Aids (ranging from simple flow charts to complex process oriented step by step guides) as
          requirements necessitated these job aids were developed to address specific needs, e.g.,
          Electronic Firearms Application Submission Tool (E-Fast), Exceptions Handling Process and
          Call Centre Transfers
        Help files - context sensitive information available at the field and tab level. In addition it
          includes processes, “how to’s”, release summaries and a glossary of terms and acronyms.
        All training materials and help files are available in both English and French.
 PROJECT VALUE:           Approximately $7,500,000
 CLIENT CONTACT: Karl Theil (613) 787-5402                     Delivery Executive
 Lynn DesHaies (613) 954-1666 Director
 HALIFAX GROUP PERSONNEL:
                 Nancy Madge                       Training Team Manager
                 Steve Ewing, Marion Rivers        Training Team Leaders
                 10-20 Training Developers
                 2-6 Technical Writers and Technical Support Personnel




6/28/2011                                                                                              68/74
                                                               Atlantic Policy Congress of First Nation Chiefs
                                                Application Development for the Fisheries Management System

Training Reference #2

                     Canadian Police Information Centre Renewal Project
                                    Training Component
                              Royal Canadian Mounted Police
                                    May 2001 – May 2005
 PROJECT DESCRIPTION:
 The Canadian Police Information Centre (CPIC) Renewal project involves the upgrade of hardware
 and software of the main law enforcement and communication tool used by all police and related
 agencies across Canada since 1972. The CPIC system is administered by the RCMP in Ottawa and
 is for the use of the RCMP and its municipal and provincial partners to provide secure, round the
 clock, vital crime fighting information in English and French. In partnership with EDS Canada,
 Transpolar training resources are responsible for assessment of training requirements, the design of
 training delivery strategies, and the design and development of the training materials for the renewal
 of CPIC. The Transpolar team includes two of the three training resources on this project. A CD-
 based CBT using a task centred approach was used in the design of this training with interactive,
 cross-task, real life scenarios used to reinforce learning. This approach required constant
 consultation with subject matter experts and developers in order to keep pace with changes to the
 system as it is developed. Due to the sensitive nature of the CPIC system and scope of the user
 community, approx 13 000 users, a deployment method via the Internet is still being negotiated
 between the partners.

 SERVICES:

 The following training services were provided:
      Training project planning and management;
      Development of training strategy and approach for multiple releases;
      Design and development of required course content, including a quick reference guide;
      Update of all materials as required by ongoing releases;
      Design, development and implementation of evaluation instruments;
      Development of required communications materials;
      User support and trouble shooting as required; and
      Delivery of train the trainer courses.


 DELIVERABLES:
  A training toolkit approach was used, deliverables included:
     A train-the-trainer guide;
     A quick reference guide;
     An electronic evaluation form; and
     An interactive, two hour instructor-led, or stand-alone CD-based CBT.
     All training materials are available in both English and French.

 PROJECT VALUE:           $612,000

 CLIENT CONTACT:           Marlene Thoms
                           Phase Manager - CPIC Renewal Phase 1
                           (613) 993-3909
 TRANSPOLAR PERSONNEL:




6/28/2011                                                                                            69/74
                                                              Atlantic Policy Congress of First Nation Chiefs
                                               Application Development for the Fisheries Management System

                                  Jeff Allen



Training Reference #3

                           Delegated Officers Initial Training, (DOIT)
                                   Aviation Learning Services
                                       Transport Canada
                      January –June 2001 December 2002 – March 2004
 PROJECT DESCRIPTION:
 Aviation Learning Services at Transport Canada identified a requirement for a common orientation
 course for all newly hired delegated officers. In January 2001 a contract was awarded to The Halifax
 Group to for this work. The initial stage of this contract was to conduct a needs analysis. This was
 done through a series of interviews with subject matter experts and focus groups. A report was
 submitted outlining the learning objects and training approach suggested. A project plan was also
 created outlining the plans for development, pilot training and incorporation of French material. The
 development of the course was put on hold in June 2001. In December 2002 the development was
 restarted. A 10-day pre-course component followed by a 10-day classroom session was developed.
 The pilot of the course was delivered in March 2003.

 SERVICES:
 The Halifax Group was engaged to design, develop and deliver a new orientation course for newly
 hired delegated officers. The company provided the following services:
        Project planning and definition;
        Focus group sessions;
        Analysis of existing course materials;
        Recommendations for required changes;
        Design/Redesign of course materials;
        Development of a pre-course package to be delivered using the Virtual Classroom;
        Development of all required course materials including required exercises, case studies and
         job aids;
        Facilitating the delivery of the pilot course.

 DELIVERABLES:
      Needs Analysis Report
      Pre-course Package for the Virtual Classroom
      Participant Guide
      Instructor Guide (including all required presentation materials, exercises, evaluation
       materials)
      Facilitation of both the pre-course and leader-led components of the course
        Daily practice guide

 PROJECT VALUE:          $201,800.00
 CLIENT CONTACT: J.Robert Deschamps
                 Learning Program Manager, Aviation Learning Services
                   993-9043
 HALIFAX GROUP PERSONNEL:




6/28/2011                                                                                          70/74
                                              Atlantic Policy Congress of First Nation Chiefs
                               Application Development for the Fisheries Management System

            Nancy Madge
            Sherrill Meyer
            Steve Ewing
            Francine Provost




6/28/2011                                                                         71/74
                                                              Atlantic Policy Congress of First Nation Chiefs
                                               Application Development for the Fisheries Management System

Training Reference #4

                                      eCIMS Training Program
                                      CASD – NSERC/SSHRC
                                        January – April 2005
 PROJECT DESCRIPTION:
 The eCIMS Training Program involves the implementation of the Livelink application in support
 of eCIMS (Electronic Common Information Management System). It includes the development of
 training materials to be used for training employees of both Councils on how to use eCIMS to file
 and share the councils’ information. The Halifax Group training resources are responsible for the
 designing, developing and delivering of eCIMS training program to CASD in-house instructors
 who will then deliver the training to end-users. This project required close collaboration with
 CASD Information Management specialists to ensure the training materials reflected the users
 work environment and proper business processes.

 SERVICES:
 The Halifax Group Team provided the following services and products:
      Training project planning and management;
      Development of a Course Training Plan;
      HTML Quick Reference Guide;
      End-User Training Manual;
      Records Management Staff Training Manual;
      Instructor Training Manual;
      Instructor Preparation Checklists and Instructions;
      PowerPoint Presentations;
      Train the Trainer Pilot Course.


 PROJECT VALUE:          $94,000.00

 PROJECT TOOLS:
 The Halifax Group Team used the following tools to develop the eCIMS training program:
    PrintKey 2000
    PaintShop Pro
    Microsoft Word and PowerPoint
    eCIMS (Livelink Software)

 CLIENT CONTACT:
     David Shields, Chief Information Management, Administration Division, 944-6582
     SSHRC and NSERC

HALIFAX GROUP PERSONNEL:
                 Francine Provost                            Training Team Manager
                 Sherrill Meyer, Pat Campbell                Training Developers
                 Richard Seaker, Michael Nagy                Technical Support Personnel




6/28/2011                                                                                            72/74