also: data À la carte municipal · ment regarding “digital government.” highlights of the...
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PROFESSIONAL JOURNAL OF MISA/ASIM CANADA
www.misa-asim.ca INTERFACEMUNICIPAL
MUNICIPAL INFORMATION SYSTEMS ASSOCIATION OF CANADA ASSOCIATION DES SYSTÈMES D’INFORMATION MUNICIPALE DU CANADA
SEPTEMBER 2016 VOL. 23, NO. 4
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Journal of MISA/ASIM Canada MISA/ASIM Canada Executive: Executive Director: Roy Wiseman, President: Corey Halford, Vice President: Geoff Hogan, Past President: Kathryn Bulko, Treasurer: Marc Coyle. The views expressed in this journal are those of the individual writers and do not necessarily reflect those of MISA/ASIM Canada.
Published by: 300-1630 Ness Avenue, Winnipeg, MB R3J 3X1, www.naylor.com, Group Publisher: Bryan Metcalfe, Project Manager: Angela Caroyannis, Editor: Andrea Németh, Marketing: Margaux Braund, Publication Director: Amanda Rowluk, Sales Representatives: Bill Biber, David S Evans, Jason Currie, Kim Davies, Matt Pierce, Ralph Herzberg, Design: Amit Kumar Singh ©2016 Naylor (Canada) Inc. All rights reserved. The contents of this publication may not be reproduced by any means, in whole or in part, without the consent of the publisher. Canadian publication mail agreement #40064978PUBLISHED OCTOBER 2016/MIS-F0416/3514
SEP TEMBER 2016 VOL . 2 3, NO. 4contents❭❭
IN THIS ISSUE 6 | MISA/ASIM News Across Canada
21 | Municipal News Across Canada
26 | National and Member Executives
COLUMNS 5 | Keeping in Touch
19 | Report from RIMQ
23 | Governance Matters
FEATURES 8 | The IT Governance Journey
at City of Hamilton
11 | Data à la Carte
16 | Recreation Management Software Replacement – A Round Table Discussion
26 | Advertisers.com
16
8
11
Visit www.misa-asim.ca and check out our digital edition.
PROFESSIONAL JOURNAL OF MISA/ASIM CANADA
www.misa-asim.ca INTERFACEMUNICIPAL
MUNICIPAL INFORMATION SYSTEMS ASSOCIATION OF CANADA ASSOCIATION DES SYSTÈMES D’INFORMATION MUNICIPALE DU CANADA
SEPTEMBER 2016 VOL. 23, NO. 4
ALSO: DATA À LA CARTE
CANADA
❭❭
MUNICIPAL INTERFACE | The National Professional Journal of MISA/ASIM Canada | September 2016 3
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829512_Power.indd 1 23/08/16 5:08 PM4 MUNICIPAL INTERFACE | Visit www.misa-asim.ca and check out our digital edition.
Keeping in Touch❭❭NEW EXECUTIVE FOR MISA ATLANTIC
By Donna Davis, President, MISA Atlantic
S THE NEWLY elected President
of MISA Atlantic, it gives me great
pleasure to update you on the
activities of the chapter and to
introduce new members of our executive team.
After many years of leading MISA Atlantic
as President, Maurice Gallant (Fredericton)
has now taken up the position of Past-
President. I look forward to working closely
with Maurice and to learn from his vast
experience in leading the chapter for so many
years. Thanks for your hard work and com-
mitment, Maurice, and for your willingness to
continue to help as I get my feet under me in
this new position! Valerie Kelly (Fredericton)
joins the board as Vice President and Donna
Flynn (Halifax) has graciously agreed to fill
the position of Treasurer. The position of
Secretary is still available to any member of
MISA Atlantic who is interested in assisting
with the growth and development of the chap-
ter. Let me know if you are looking for an
opportunity to help!
After a very successful conference in
August 2015, the chapter has been focusing on
several smaller events this year. In April, the
City of Fredericton and MISA Atlantic part-
nered to host the 2016 Canadian Public Sector
Lean Summit. The overall theme of the Summit
was “Building Resilient and Sustainable
Communities Using Lean Six Sigma and Asset
Management.” The various Summit speakers
reinforced the message that to be sustainable,
municipalities and provinces have to ensure
good value for money and proper protection
of assets. Highlights included the keynote
speaker Dr. Alan Robinson (co-author of Ideas
are Free and The Idea Driven Organization), as
well as a panel discussion featuring Mayor Brad
Woodside of the City of Fredericton; Janice
Baker, CAO of Mississauga; Dan Florizone,
President and Chief Executive Officer of
Saskatoon Health Region; and Edith Doucet,
Clerk of the Executive Council and Head of the
Civil Service, Government of New Brunswick.
Special breakout sessions were held for MISA
members to discuss how the Summit content
impacted technology demands. In addition,
MISA Atlantic members were invited to stay
on an extra day for MISA meetings on April 20.
Special thanks to City of Fredericton ICT staff
and MISA members for leading the organiza-
tion during this successful event.
On August 31, MISA Atlantic members
were invited to attend a Municipal Roundtable
hosted by the City of Fredericton IT depart-
ment regarding “Digital Government.”
Highlights of the half-day session included
a presentation on Digital Government by
Rick Howard, Research Vice President,
Government Agenda with Gartner, followed
by discussion on why Digital Government
is important and how to develop a Digital
Government road map, and ending with
an opportunity for Q & A. Thank you to
Fredericton for opening up this municipally
sponsored session to MISA Atlantic members.
Our focus for the balance of 2016 will
be to identify and plan events for the Fall/
Winter, as well as discuss the feasibility of
hosting a conference in 2017. Growing the
membership and seeking input from current
members on desired learning and collabora-
tion opportunities are also priorities. I look
forward to working with the new executive on
these challenges.� ●
After a very successful conference in August 2015, the chapter has been focusing on several smaller events this year.❭
A
MUNICIPAL INTERFACE | The National Professional Journal of MISA/ASIM Canada | September 2016 5
Column❭❭MISA/ASIM NEWS ACROSS CANADA
Applications Open for Funding to Mark 150th Anniversary of ConfederationOntario is encouraging municipalities, community organizations
and Indigenous groups across the province to review and apply for
funding programs to mark the 150th anniversary of Confederation.
As one of the founding members of Confederation, Ontario will
celebrate this milestone with events and opportunities that showcase
Ontario’s diversity and create a strong and lasting economic, social
and cultural legacy.
The Ontario 150 community grant programs include:
A Community Capital Program that will provide $25 million to
help municipalities and non-profit organizations renovate, repair and
retrofit existing community and cultural infrastructure to increase
accessibility, improve safety and maximize community use (applica-
tions will be accepted until September 14, 2016).
A Partnership Program that will provide $5 million to support new
partnerships and collaborations that engage, enable and empower
youth as the next generation of Ontario leaders (applications will
be accepted until September 30, 2016).
A Community Celebration Program that will provide $7 million to
help connect Ontarians to their communities and with opportunities
to explore their heritage, allowing Ontarians the ability to celebrate
this historic year in a way that is appropriate and meaningful for
them (applications will be accepted until September 2, 2016).
Investing in programs and infrastructure for Ontario’s 150th anni-
versary is part of the government’s economic plan to build Ontario up
and deliver on its number-one priority to grow the economy and create
jobs. The four-part plan includes helping more people get and create
the jobs of the future by expanding access to high-quality college
and university education. The plan is making the largest infrastruc-
ture investment in hospitals, schools, roads, bridges and transit in
Ontario’s history and is investing in a low-carbon economy driven
by innovative, high-growth, export-oriented businesses. The plan is
also helping working Ontarians achieve a more secure retirement.
Visit the Ontario 150 webpage at www.otf.ca/ontario150 to learn
more about the grant programs, including who is eligible and how
to apply.
Collaboration between Canadian Municipalities and the Canadian Cyber Incident Response CentreThe Canadian Cyber Incident Response Centre had the
pleasure of presenting to MISA members at the June 2016
conference at Blue Mountain.
CCIRC serves all Canadian critical infrastructure sectors,
including all levels of government, except for the Federal gov-
ernment. The services CCIRC offers are free of charge. These
services include non-attributable information sharing (CCIRC
anonymizes the source); vulnerability disclosure coordination;
cyber incident victim notifications (see NCTNS below); cyber
artifact analysis; malicious code/content removal request
coordination; industrial control systems threat analysis; and
the community portal where you will find our operational
information products.
CCIRC’s National Cyber Threat Notification System
(NCTNS) leverages an in-house malware laboratory to provide
stakeholders with tailored malware and vulnerable service
notifications.
Intent: To provide an automated notification system to all
of our partners
Capability: Automatically notifies partners upon new cyber
threat discovery
Impact: Improves CCIRC productivity by reducing the
number of manual notifications
There are limitations to this system in that CCIRC can-
not prevent what has already happened – CCIRC relays
Canadian-centric information compiled largely from cyber
security researchers. However, your attention and response
in cleaning-up latent infections and addressing unnecessarily
exposed systems and services will reduce the overall cyber-
attack surface in Canada.
Thirty-one Canadian municipal governments already receive
our notifications. If you are interested in becoming a member
of our cybersecurity community, please send your request to
6 MUNICIPAL INTERFACE | Visit www.misa-asim.ca and check out our digital edition.
Consultation on Cyber Security The Government of Canada is reviewing its measures to protect
critical infrastructure and Canadians from cyber threats. Follow
the link below to learn about the cyber security environment in
Canada and to provide your input.
WhyThe Canadian cyber security environment is evolving. Rapid
changes to digital technology can have far-reaching security,
economic and social impacts. Recognizing that digital technol-
ogy plays a central role in the everyday lives of Canadians, the
Government of Canada would like to hear your views on this
issue and how we can capitalize on the opportunities that come
with new technologies.
WhoThis consultation provides a venue for experts, academics, busi-
ness leaders, and provincial, territorial and municipal govern-
ments to impart their knowledge and insights. It also invites all
citizens to get involved in a discussion about the security and
economic dimensions of Canada’s digital future.
WhatThis engagement process consists of an online, interactive con-
sultation. Participants are invited to share their views on cyber
security trends and challenges, as well as on new initiatives and
solutions under consideration.
The Government of Canada is seeking your views on the fol-
lowing four topics:
The Evolution of the Cyber Threat;
The Increasing Economic Significance of Cyber Security;
The Expanding Frontiers of Cyber Security; and
Canada’s Way Forward on Cyber Security.
How to ParticipateThere are different ways you can provide your input.
http://www.publicsafety.gc.ca/cnt/cnslttns/cbr-scrt/index-en.aspx
Provide your feedback online for any or all of the four topics
by following the link above.
Provide your feedback before October 15, 2016 by email to:
or by mail to:
National Cyber Security Directorate
13th Floor, 340 Laurier Avenue West
Ottawa, Ontario K1P 5K3 ●
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Feature❭❭
THE IT GOVERNANCE JOURNEY
8 MUNICIPAL INTERFACE | Visit www.misa-asim.ca and check out our digital edition.
By Maria McChesney & Peter MacNeil, City of Hamilton
THE CITY OF Hamilton’s IT
governance journey started in
2013, after the Chief Security
Officer, Peter MacNeil attended
a one-week training session on COBIT 5. The
city’s management team was struggling with
understanding the difference between govern-
ance and management. Through the training
session, Peter recommended the COBIT 5
framework because it was a good structure
for governance and management of enterprise
IT. In addition, it provided a reference that
leveraged proven practices, global thought
leadership and groundbreaking tools to inspire
IT innovation and fuel business success.
We started our journey by educating city
management on the difference between
governance and management, the COBIT 5
framework (see Figure 2) and how it could
be used as the roadmap for our IT govern-
ance. We identified governance as being about
evaluating, directing and monitoring, while
management is about planning, building, run-
ning and monitoring (see Figure 1).
AT CITY OF HAMILTON
We identified governance as being about evaluating, directing and monitoring, while management is about planning, building, running and monitoring.❭
Figure 1
THE IT GOVERNANCE JOURNEY
MUNICIPAL INTERFACE | The National Professional Journal of MISA/ASIM Canada | September 2016 9
COBIT 5 Process Reference Model
Source: COBIT 5, figure 16
Processes for Management of Enterprise IT
Processes for Governance of Enterprise ITEvaluate, Direct and Monitor
Monitor, Evaluateand Assess
Align, Plan and Organise
Build, Acquire and Implement
Deliver, Service and Support
AP001 Managethe IT Management
FrameworkAP002 Manage
StrategyAP003 Manage
EnterpriseArchitecture
AP004 ManageInnovation
AP005 ManagePortfolio
AP006 ManageBudget and Costs
AP007 ManageHuman Resources
AP008 ManageRelationships
AP009 ManageService
AgreementsAP010 Manage
SuppliersAP011 Manage
QualityAP012 Manage
RiskAP013 Manage
Security
BAJ01 ManageProgrammes and
Projects
BAJ02 ManageRequirements
Defintion
BAJ03 ManageSolutions
Identificationand Build
BAJ04 ManageAvailability
and Capacity
BAJ05 ManageOrganisational
ChangeEnablement
BAJ06 ManageChanges
BAJ07 ManageChange
Acceptance andTransitioning
BAJ08 ManageKnowledge
BAJ09 ManageAssets
BAJ10 ManageConfiguration
DSS01 ManageOperations
DSS02 ManageService Requests
and IncidentsDSS03 Manage
ProblemsDSS04 Manage
ContinuityDSS05 Manage
SecurityServices
DSS06 ManageBusiness
Process Controls
MEA01 Monitor,Evaluate and Assess
Performance andConformance
MEA01 Monitor,Evaluate and Assess
the System of InternalControl
MEA01 Monitor,Evaluate and Assess
Compliance WithExternal Requirements
EDM01 EnsureGoveranance
Framework Settingand Maintenance
EDM02 EnsureBenefits Delivery
EDM03 EnsureRisk Optimisation
EDM04 EnsureResource
Optimisation
EDM05 EnsureStakeholder
Transparency
An IT Governance committee was estab-
lished, with the GM of Public Works as the
executive sponsor. The members included
the City’s GM of Finance and Corporate
Services, Executive Director of Human
Resource, Director of Enterprise Management
and Revenue Generation and Director of
Information Technology. Supporting the gov-
ernance committee was a project team made
up of members from each city department.
This team was further supported by staff
with subject management expertise in audit,
change management and project management.
A consultant was engaged early in our
journey and through a series of workshops
identified a number of gaps with the key issues
being:
• There is a lack of clear roles and
responsibilities
• There is duplication of effort
• Allocation of resources
The IT Governance journey for the city of
Hamilton is about creating maximum value
and ensuring:
• There is an appropriate structure and pro-
cess in place to support and sustain IT
resources and systems
• We take a best practices approach to the
management of our IT systems and resources
• We have systemic ways to engage in con-
tinuous improvement activities
• We effectively utilize our resource (people
and financial) to continue to meet the need
of the organization, value for money. The
goal is to use common evaluation criteria
so that the highest value projects whether
corporate or division are completed effi-
ciently, optimizing resources
Through our IT Governance Committee
and Framework, we have identified that we
have 736 applications, that IT costs the City
of Hamilton $38M and that we have 190 IT
Professionals. The Corporate IT Division has
a budget of $13M and 80 IT professionals; the
remainder is within the departments.
Governance is a never-ending journey.
The plan we have to implement the IT gov-
ernance framework is about three and half
years of work. The Governance committee
has been formed, it is active, visible, and we
are following the COBIT framework. Change
Management has been integrated into the
project and some initial policies have been
reviewed and approved.
The next step in our journey is to formalize
the IT Governance office, establish a consist-
ent structure, policy and procedures for the
departmental IT Advisory Boards, define the
policy and procedures for the Project Intake
and Project Prioritization, define IT Roles and
an IT strategy. In doing so, we will continue
to engage and consult with the 190 City IT
employees with full transparency. ●
Figure 2
10 MUNICIPAL INTERFACE | Visit www.misa-asim.ca and check out our digital edition.
Feature❭❭
DATA À LA CARTEBy Laura Thomas, Regional Municipality of York
searchable catalogue – adding each data set
to their “shopping cart” before downloading.
Specifically, the tool offers functionality
such as:
A. Regional staff may register the consultant
with the SSDD Registration Site by input-
ting basic project and contact information
and defining project geography of interest.
B. The consultant signs a license agreement,
essentially asserting ownership and pro-
tecting the data’s use and distribution.
Registration is finalized and an account
created.
C. The consultant can now freely use the
service to get the data they need from the
nearly 400 data layers available. When a
data set changes, or if the project scope
changes, the consultant simply logs back
on to get the latest or more.
“The new system makes it much easier to
share data with our consultant. It saves a lot
of time because our consultants can access
the data they need when they need it. They
also appreciate knowing the data they are get-
ting is the latest available for that area,” said
Steve Mota, Program Manager, Transportation
Planning, Infrastructure Management and
Project Management Office.
In summary, once set up, consultants down-
load the data they need, when they want it
and how they want it. The new process puts
them in control.
Accessing Project Data: Before SSDDBefore SSDD, the project manager would ask
GIS to provide their consultant(s) with the
data. This was an iterative process of work-
ing with the consultant to determine the data
package – and then slicing the data to the
project boundary, packaging it and delivering
it. Depending on the GISB staff person’s work-
load, a data request could take a week.
If the package didn’t have data the consult-
ant needed because they didn’t know it was
available, they might then spend time and
effort recapturing data themselves. This would
add unnecessary time and cost to a project.
Plus, the data might not be captured in a suit-
able standard or format for later incorporation
into the Regional data set(s).
None of this was inherently “bad” business.
In fact, it’s probably a similar process in most
municipalities. Everyone did the best they
could within the confines of available insight,
information and technology.
If the package didn’t have data the consultant needed because they didn’t know it was available, they might then spend time and effort recapturing data themselves. This would add unnecessary time and cost to a project.❭T
HE REGIONAL MUNICIPALITY
of York Geographic Information
Systems Branch (GISB) won the
MISA Ontario “Excellence in
Municipal Systems” award for their Self-Serve
Data Depot (SSDD) earlier this year.
The Self-Serve Data DepotThe Regional Municipality of York faces con-
stant growth, as well as change pressures
in its mission to create strong, caring and
safe communities.
The Region is investing billions of dollars
in capital projects over the next several years.
In any given year, the Region may undertake
well over 100 projects. Much of this work is
managed by staff and done by consultants who
use and generate a lot of data. The SSDD is
providing them the best available data in the
most usable format.
“We really appreciate MISA’s recognition
of the innovations our staff and partners have
achieved through the Self-Serve Data Depot,”
said Dino Basso, Commissioner, Corporate
Services. “Everything we are doing to make
data accessible and easy to use is having bene-
fits across York Region, and the data depot is
certainly a great example of this.”
Accessing Data with SSDDSSDD provides York Region consultants dir-
ect online access 24/7 to over 400 hosted
and maintained data sets. Regional project
staff uses the system’s map-like interface
to define the project’s geography of interest
for the consultant. The consultant can then
select the data sets from a structured and
MUNICIPAL INTERFACE | The National Professional Journal of MISA/ASIM Canada | September 2016 11
But staff thought the process “looked” like
this:
Benefit Money Time Ease
Data requests that each averaged 2.5 hours of work and several phone calls to fulfil now take about 15 minutes of administration. X X
Data available 24/7. Consultants use SSDD at their convenience, and as data are added/improved or more/other data needed.
X X X
The web service is mobile friendly, so data can be accessed in the field. X X
Accuracy improved. All data tied to the clearly delineated project boundary. X
Consultants get what they need. Receive the data projection and output format for easy integration with their own systems.
X X X
Often the consultants’ work will update the data they received. This also helps ensure these new data reflect the standards/format we need.
X
Simple interface, very little training/support needed. X
The consultant gets their data at project onset. Reduces project delays and over-runs. X X
Less likely that data will be duplicated or missed. If a consultant isn’t sure about a data set, they can download it to determine potential efficacy.
X X X
The Project Manager (PM) can set an allowable access period to a specific project deadline helping ensure project control and deliverables.
X X
The PM generates the spatial boundary and can make the initial request for the project. This further ensures data security and control, and simplifies the consultant process.
X
Less administrative overhead. GISB staff no longer managing records from hundreds of “projects”. X X
Provides access to the latest data. Many data sets regularly change. X X
Less onus on PM and GISB to interpret the data needs of the consultant. There is increased clarity in the process for the PM. This reduces errors and omissions and encourages consultants to take regular updated cuts during long projects.
X X
Benefits Summary
Instead of this:
A Unique ApproachSystems development projects are inherently
risky, because they need to anticipate user
need, address technology change, and pre-
determine cost and level of effort. The GISB
team however, managed risk by:
a) leveraging an existing solution called
“Clip, Zip and Ship,” and enhancing it
with new functionality such as incorporat-
ing a familiar, user-friendly online shop-
ping cart for selecting the data.
b) developing much of SSDD in partnership
with the core software vendors involved.
Two software vendors – Latitude Geo-
graphics and Voyager Search – modified
their base technologies with help from the
GISB development team. When approached
by the Region, each of the vendors agreed
SSDD-like enhancements made their software
better for everyone. For instance, Voyager
Search changed its core products to incorpor-
ate FME (Safe Software) integration along
with new account management and “clip and
zip” capabilities.
“The relationship we have with York Region
and its GISB team is unique,” said Steven
Myhill-Jones, President & CEO, Latitude
Geographics Group. “Not only has York
Region helped us establish and validate end
user requirements, they have also provided
technical expertise and knowledge around
enhancement ideas to our software that they,
and by extension, many users require.”
As an added benefit, working with soft-
ware vendors means SSDD will be easier to
maintain, since SSDD will be upgraded as/
when the underlying software is upgraded by
the vendor. There is also less concern about
becoming incompatible with legacy software.
What York Region developed is not only a
first of its kind, but likely the first of many,
since the software vendors are now supporting
this type of solution for their clients world-wide.
The YorkInfo PartnershipThe SSDD was originally built to support the
YorkInfo Partnership. The partnership mem-
bers, some of whom collaborated with the
GISB and supported their design/development
efforts, include all nine local municipalities,
the local school boards and the local conserva-
tion authorities.
12 MUNICIPAL INTERFACE | Visit www.misa-asim.ca and check out our digital edition.
The core mandate of YorkInfo Partnership is
to share data. As a result, partners have estab-
lished core “trusted” data sets, data standards,
and common business practices supporting
data acquisition and management, and more.
The SSDD gives the partners secure 24/7
access to these best available and trusted data.
The partnership also helps ensure all par-
ties, even smaller municipalities, have the
tools and analytical capacity to use data to
create their own information products and
deliver their services. It’s an achievement they
could not have afforded on their own.
Additional ImpactsLog Files
The log files the system produces will soon
be much more useful. The data will be feeding
dashboard-based reports that data owners
and project managers can use to see which
data sets are most important, track data usage
to ensure the data are being used properly,
ensure the latest data are being used and
develop key performance indicators.
Other Data Access Apps
Some SSDD data discovery and access tech-
nology is being leveraged by other applications.
Staff uses York’s Online Data Access “YODA”,
which provides a detailed library and access
point for all internal Regional data. The public
use YorkMaps (yorkmaps.ca) and the Region’s
open data site (findit.york.ca/opendata) to
access and download hundreds of data sets.
Social Apps
Regional data are being used by social
applications such as Yelp and Google in real-
time. Yelp integrates the results of restaurant
inspection reports from our health depart-
ment when someone searches a restaurant.
Google integrates our roads data within its
online mapping.
As an added benefit, working with software vendors means SSDD will be easier to maintain, since SSDD will be upgraded as/when the underlying software is upgraded by the vendor. There is also less concern about becoming incompatible with legacy software.❭
MUNICIPAL INTERFACE | The National Professional Journal of MISA/ASIM Canada | September 2016 13
Data Growth
SSDD’s impact will continue to grow as new Regional data, real-time
sensor data and data from partners are added to the service.
“We’re dealing with an ever-increasing data ‘exhaust’: operational
and transactional data that are generated from doing business,” said
John Houweling, Director, Geographic Information Services Branch.
Applied GeoLogics Inc.111 Farquhar Street, Guelph, ON N1H 3N4
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“Improving access to these data will enable users to identify what is new/
updated and to be able to keep up with changes as they are occurring.”
The Federated SSDD
Each municipality within York Region has their own (hundreds of)
data sets. Their consultants and staff need access to these local data
as well as the Region’s data. The SSDD technologies actually make
it possible to create a “Federated” system – meaning the Region’s
SSDD with its data can be seamlessly integrated with other partners’
“SSDD-like” systems so that the user would be able search and access
data across multiple different sites from the same interface. Regional
staff have already shown this to be doable and work is underway to
make it a reality in the near future.
Final ThoughtsSSDD continues to show when trusted data are easily accessible, the
financial and operational impact can be significant. Further, because
SSDD-like functionality is now being built into software offerings of
the companies noted above, similar solutions will become easier for
others to implement. ●
14 MUNICIPAL INTERFACE | Visit www.misa-asim.ca and check out our digital edition.
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and click on the cover image.
MUNICIPAL INTERFACE | The National Professional Journal of MISA/ASIM Canada | September 2016 15
RECREATION MANAGEMENT SOFTWARE REPLACEMENT –
Feature❭❭
A ROUND TABLE DISCUSSION
The following information is the proceedings of a roundtable discussion at MISA Ontario’s 2016 Conference. The discussion was
facilitated and information recorded and compiled by Catherine Baldelli of the Town of Milton.
16 MUNICIPAL INTERFACE | Visit www.misa-asim.ca and check out our digital edition.
Municipality Status
Norfolk County, Ontario Replacing CLASS, in process of planning. Using Diamond to assist with this process.
Grande Prairie, Alberta Using CLASS and will be starting the replacement process. Initiated Recreation Management Steering Committee.
City of Airdrie, Alberta Struggling to get replacement project off the ground. Interested in finding out more about the “me too”/piggyback clauses that other municipalities are adding to their contracts.
City of Peterborough, Ontario RFP has been released, and closed. City went through the evaluation process and will be selecting PerfectMind.
Town of Milton, Ontario RFP is released, and closes on June 11, 2016. Provided vendors a 1 week extension. There were 4 vendors that picked up the bid.
City of Hamilton, Ontario Went through the RFP process. A steering committee and project team created. The process took about a year. Selected Legend as the successful vendor. In the process of contract negotiations.
Town of Caledon, Ontario Still using CLASS. Reviewing options.
Corporation of Delta, British Columbia
Collaborative effort of several towns and cities in BC, which have joined together for the procurement process. Developed over 800 requirements. RFP closed 2 weeks ago. Pricing model for software is tiered pricing: the more municipalities that participate, the cheaper it becomes. There were 5 vendors that responded. They are in the evaluation process, and will have 3 evaluation retreats.
City of Oshawa, Ontario In the process of developing an RFP, with the intention of releasing it in July.
City of Guelph, Ontario RFP has been completed, will be pre-screening vendors. Would like this completed by end of the summer. Also need to look at payment server and corporate wide payments.
Town of Blue Mountains, Ontario In the process of building RFP.
Town of Meaford, Ontario In the process of reviewing RFP and will be released soon. Need to have software for harbours, museums and campgrounds. Currently use HMS. Need to do online registration.
City of Burlington, Ontario Currently using CLASS. Started the procurement process in 2015, released RFP and had selected a preferred vendor. Took several months to develop a contract. Selected PerfectMind. Will be creating a dedicated project team for implementation.
City of Owen Sound, Ontario Currently using CLASS. Evaluating options.
City of Cornwall, Ontario In the process of doing an RFP.
Town of Saugeen Shores, Ontario Implemented ActiveNet last year, it has been very successful. Will be integrating with GIS and are also looking for a solution to manage harbours.
THE FOLLOWING MUNICIPALITIES were present during the session and provided an update of how their organization is progressing with
recreation software replacement.
Vendors Ability to Implement New Systems to All Municipalities by November 2017There was discussion on how it will be difficult for vendors to meet
the deadline. Most are hoping that Active extends support for CLASS
beyond the 2017 deadline.
Delta BC noted that they will collaborate with other municipalities
for support, as they find that they achieve better and faster success
than when calling the vendor for support.
There was a comment that there is an opportunity for a vendor to step
up and fill in the support role vacated by Active in supporting CLASS.
Collaboration with Other MunicipalitiesThere was discussion about adding clauses into RFPs to allow muni-
cipalities to participate in the acquisition of software under another
municipality’s RFP (“me too” clause/piggyback clause).
Many municipalities have RFPs and requirements that they can share
and provide to others who need them. RFPs can be found on the MISA
Recreation software working group site.
There was discussion on collaborating with municipalities for
support and business process reviews. There is a huge opportun-
ity for municipalities to learn from one another.
MUNICIPAL INTERFACE | The National Professional Journal of MISA/ASIM Canada | September 2016 17
Market LeadersThe group identified the market leaders as:
• Active
• Legend
• PerfectMind
• Intelligenz
It was observed that Intelligenz is mak-
ing inroads in the Alberta, but they are not
picking up or responding to RFPs in Ontario.
There were some comments on the demon-
strations and to make sure that the vendors are
truly showing what they are selling.
Cloud vs. InternalMany of the recreation software options are
cloud based. It was noted that Intelligenz is
a hybrid.
City of Burlington noted that PerfectMind
is hosted by Telus, and that it will be a huge
change to go from an internal solution to a
cloud-based solution. City of Burlington spent
a lot of time talking to the vendor on how data
would be protected in the cloud and that this
was defined in the contract.
This discussion evolved into data privacy,
and it was recommended that municipalities
should do a privacy impact assessment before
they sign on the dotted line, to ensure that
the data is safe and secure. It was also noted
that business processes play a big part of
data privacy.
It was noted that the B.C. privacy laws state
that the data must reside in Canada and this
should be in the master agreement.
It was also noted that, looking forward, it
is important to have data ownership noted
in the contract, specify how the data can be
extracted from the cloud in the event that
systems change, and municipalities choose
to host their own internal systems.
How Much Data to Convert?This question was asked of the participants,
and the Town of Richmond Hill responded
that they will be converting any data that has
a dependency. For example, member accounts
who have taken a level 3 swim lesson and
therefore will be converted.
RFP Lessons LearnedSome comments to the group on RFPs lessons
learned include:
• Leverage other RFPs and requirements that
are out there
• Give lots of time for vendors to respond
• Ensure that the data and conversion is cov-
ered in the contract
• Municipalities should select the vendor that
is the right fit for their organization
• Provide evaluation scenarios to the vend-
ors; also add some ad-hoc requirements/
scenarios during the demonstration to see
how the system can handle these items
• Leave a lot of time for contract negotiations
• Leave at least a half a day to a full day for
vendor demos
• Make sure requirements are clear and con-
cise, and limit mandatory requirements
• Consider new ways to do things, as many folks
will get caught up on how they currently do
something and the current business process
• Consider that technology is always evolving,
and writing RFPs on current challenges
may not speak to future requirements
• Companies like Diamond Municipal Systems
are looking to collaborate with municipal-
ities on their needs and requirements
Single Source Lessons LearnedThere was no one in attendance in this ses-
sion that had single-sourced to their existing
vendor, however, Catherine will try to track
down some information from municipalities
that have done this to get information.
Keep the Conversation GoingA MISA/ASIM Canada working group meets
monthly to discuss the ongoing challenges and
updates on this topic. MISA members can sign
up through the MISA/ASIM Canada website.
The site includes a lot of documentation
such as:
• RFPs
• Requirements
• Presentations by municipalities
• Contact lists
The working group co-chair, Maria
McChesney from the City of Hamilton, noted
that there is a spreadsheet online that keeps
track of the participating municipalities and
their progress, and she encouraged everyone
to keep the document updated. ●
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18 MUNICIPAL INTERFACE | Visit www.misa-asim.ca and check out our digital edition.
LORS D’UNE CONFÉRENCE
prononcée à Montréal l’automne
dernier, le co-fondateur de la firme
PNR et ex-cadre chez Google,
Nectarios Economakis, a rappelé à son
auditoire qu’il y a un siècle, les compagnies
comptaient souvent parmi leur effectif « des
vice-présidents de l’électricité ». La chose
semble absurde en 2016, mais pas à l’époque.
Plusieurs d’entre elles opéraient leur propre
centrale hydroélectrique; la technologie de
l’électricité était nouvelle et son intégration
efficace au fonctionnement organisationnel
Rapport de RIMQ❭❭LES TI, DANS L’ADN DES ORGANISATIONS
Par Thierry Houle-Gingras Président du RIMQ
était vitale. La vice-présidence et l’équipe
opérationnelle « électricité » était, pour ces
compagnies, ce que le numérique est appelé
à devenir dans le monde municipal et la vie
des citoyens: une source de création de valeur.
Les organisations réalisent de plus en
plus que les TI doivent faire partie de leur
« ADN » ; qu’en raison de leur omniprésence,
on ne se pose plus la question si on doit ou
non inclure la technologie aux grands projets
municipaux. L’avènement de la ville intelli-
gente a accéléré le mouvement. Le numé-
rique est partout ; aussi évident et essentiel
MUNICIPAL INTERFACE | The National Professional Journal of MISA/ASIM Canada | September 2016 19
que l’électricité pour le bon fonctionnement
d’une organisation. Voilà pourquoi la grande
question de la gouvernance des TI est sur
toutes les lèvres.
Le plan stratégique municipal: le matériau brutIl y a presque autant de définitions de la
gouvernance des TI que d’adeptes. Certaines
organisations la décriront comme étant un
enjeu de performance des systèmes, et ils
auront raison. D’autres, voient en la techno-
logie l’utilisation efficace de l’informatique
pour améliorer l’efficacité et les services muni-
cipaux, et elles aussi auront raison. Alors,
comment la décrire ?
Vers une stratégie globale municipaleL’Institut de la gouvernance des TI (IT
Governance Institute) propose de décliner la
démarche en 7 objectifs, soit: la création de
valeur, la satisfaction des attentes des clients
internes des TI, la mesure et l’amélioration des
performances des processus fonctionnels, la
gestion et la maîtrise économique, la gestion
des compétences et de la relève, la gestion des
risques et la transparence d’action.
Est-ce que ces objectifs sont différents ceux
de la direction des finances, de l’urbanisme,
du greffe, des travaux publics, etc. ? Non.
Ce sont des pratiques de saine gestion. La
différence réside dans le fait que les TI ne
sont pas encore totalement intégrées dans
la stratégie globale municipale et que ces
niveaux d’intégration varient d’une Ville à
l’autre. Quel que soit le palier auquel s’opère
la gouvernance ou le référentiel utilisé, il y a
fort à parier que dans quelques années, on ne
parlera plus de stratégie TIC de façon isolée,
mais d’une seule stratégie globale municipale
dans laquelle la technologie est intégrée. Dans
ce contexte, les équipes TI seront de moins
en moins « techniques ». Les gestionnaires
pourraient alors faire le choix de confier ces
tâches en gestion déléguée et ne conserver
à l’interne que le personnel requis pour la
gestion des orientations TIC et l’arrimage
aux orientations de la Ville, le service aux
utilisateurs, la gestion de projets et l’accom-
pagnement des autres unités d’affaires.
L’intégration des TI dans l’ADN des Villes
est un processus irréversible qui requiert un
important changement de paradigme à tous
les niveaux. Les administrations municipales
devront porter un tout autre regard sur le rôle
des TI, qui n’en est plus à la simple gestion
Le RIMQ félicite Jean-Pierre Fortin, récipiendaire du prix Peter Bennett
« C’est avec beaucoup de fierté que nous avons accueilli la nouvelle. Jean-Pierre est un
visionnaire et est, pour tous ses collègues, une source d’inspiration. Sa contribution au sein
du RIMQ et de MISA Canada vient enrichir les discussions sur les nouveaux enjeux des
TI. Les membres du conseil d’administration du RIMQ se joignent à moi pour lui offrir nos
plus sincères félicitations. »
– Thierry Houle-Gingras
Président du RIMQ
des parcs et des équipements informatiques.
Les TIC exerceront un rôle stratégique dans
la performance globale de l’organisation ….
Tout comme les entreprises qui n’ont plus à
opérer leur propre centrale hydroélectrique
et qui peuvent maintenant se concentrer sur
la gestion optimale de l’énergie pour mieux
performer ! ●
« L’intégration des TI dans l’ADN des Villes est un processus irréversible qui requiert un important changement de paradigme à tous les niveaux. »❭
20 MUNICIPAL INTERFACE | Visit www.misa-asim.ca and check out our digital edition.
MUNICIPAL NEWS ACROSS CANADANewmarket First in Ontario to Introduce Soofa Solar-Powered Bench that Charges Mobile DevicesOn July 13, 2016, the Town of Newmarket unveiled its new
Soofa bench – an innovative bench that charges mobile
devices using solar power while providing the user with
a social experience – at its highly acclaimed Riverwalk
Commons, making the Town of Newmarket the first muni-
cipality in Ontario to have one.
The solar-powered bench was featured as an up-and-
coming technology at President Barak Obama’s inaugural
White House Maker Faire in June 2014 and was referred
to as one of the “six wonders of the Maker Faire” in the
Wall Street Journal. The first of its kind, the Soofa bench
is the brainchild of three female entrepreneurs from the
MIT Media Lab and Harvard University who came together
with a vision for a sustainable, connected future.
In 2017, Newmarket’s Soofa bench has the potential to
be upgraded with sensors and detailed analytics to meas-
ure how much the bench is being used and will provide the
data to the Town over a private cellular network. The next
addition in Newmarket’s Internet of Things repertoire, the
bench’s sensors will also measure how busy Newmarket’s
Riverwalk Commons is, making it easier for Town staff to
find ways to continue to improve the public space.
With the installation of the bench, Newmarket now joins
the Soofa Beta Cities network which includes New York
City, Boston, Cambridge, Austin, LA and more, making
Newmarket the first municipality in Canada to be a part of
the network. Through the network, the Town of Newmarket
will work with Soofa as an early adopter of leading-edge
technology and will advise on new product development
to solve problems facing cities and towns, big and small.
The Soofa Bench is in 18 U.S. states plus the District of
Columbia, as well as Edmonton and three other countries.
Column❭❭
Strathcona County Earns Open Data Value AwardStrathcona County took home the Open Data Value Award at the Canadian
Open Data Summit 2016 held in Saint John, New Brunswick in April. At
today’s (6/14) Priorities Committee, Strathcona County acknowledged the
receipt of this award that recognizes excellence in the field of open data.
Open data is available through an online platform with no restrictions
or fees to access, use or reuse.
The data is provided in machine-readable formats that can be trans-
formed into new web and mobile applications, or used for research and
analysis.
Strathcona County launched its Open Data Portal in February 2014
to enable self-service access to GIS maps. Since then, over 150 datasets
have been uploaded such as census and community demographics, park,
trail and facility locations, transportation networks, property assessment
and local child care information. Open Data Coordinator Chris Kershaw
emphasizes the County’s focus is to maximize the value of our open data
for users, to make it easier to use. Ensuring rich and timely datasets that
meet local and global standards, and engaging users to generate, report
and improve data contribute to overall value.
The awards jury highlighted the County’s open data building permits
initiative. Public access to this comprehensive data was previously only
viewable in hard copy at the County office. Now a rich dataset with
50 columns of content, reflecting over 16 years of data, and updated
nightly is available online to everyone. Local businesses are able to
query, filter, visualize and download this data directly from the Open
Data Portal at any time, and set up notifications on changes in specific
areas of interest.
Open data has streamlined the County’s ability to share data internally
as well, resulting in significant efficiencies. For example, Assessment and
Tax now accesses the Open Data Portal for building permits information,
proving more timely and easier to filter than previous methods.
The County’s open data team has also initiated several training and
outreach efforts to heighten community awareness and involvement in
using the datasets.
The public can access the County’s Open Data Portal at http://www.
strathcona.ca/departments/information-technology-services/open-data/
MUNICIPAL INTERFACE | The National Professional Journal of MISA/ASIM Canada | September 2016 21
New Technology Helps Islanders with Hearing Loss Communicate with 911Prince Edward Islanders who have hearing loss or speech impair-
ments will soon be able to use Text with 911 for emergency services.
“Text with 911 technology can help deaf, hard of hearing or
speech impaired Islanders communicate with 911 operators through
text message,” said Premier Wade MacLauchlan, Minister respon-
sible for Justice and Public Safety. “Text with 911 technology will
provide better access to emergency services for Islanders who have
challenges speaking to or hearing a 911 operator over the phone.”
Islanders who intend to use the service must pre-register with
their wireless provider. When they experience an emergency,
they phone 911 as usual, and the 911 operator receives a notice to
continue the conversation by text message.
The text service is only available to those with hearing or speech
impairments.
Text with 911 will be available for use starting September 1, 2016.
For more information, visit www.textwith911.ca
Fort Saskatchewan Wins Award for Online Budget BreakdownThe City of Fort Saskatchewan has been honoured with a
Vision “What’s Next” Award for Digital Innovation. The 2016
Budget Breakdown won the Best Transparency category. In
their August 15 news release, Vision made the announcement:
“Citizen expectations for 24/7 service have increased dramat-
ically since we introduced these awards three years ago,” said
Ashley Fruechting, Senior Director of Strategic Partnerships
for Vision, a leading developer of software for local government
that empowers government leaders to serve, inform and engage
their communities.
“This year’s group of winners reflect the kind of innovative
forward-thinking that is inspiring municipal leaders everywhere
to embrace their online presence and dedicate themselves to
using technology to better serve their communities. They have
taken the time to understand their citizens – who they are, what
information they seek and how they prefer to access it,” she said.
BEST TRANSPARENCY: City of Fort Saskatchewan, Alberta, Canada fortsask.caThe City of Fort Saskatchewan created a highly interactive online
“Budget Breakdown” of its 2016 budget, which, as a PDF, runs
439 pages. It features graphic buttons that present different
budget categories and their respective percentage weight in
relation to the total budget value. Users can click on each button,
and a popup appears with a description of where and how the
taxpayer’s money is used. This information uses plain language,
graphics and bullet lists to clearly communicate details while
effectively highlighting the most important information. Like
the rest of the website, the new section is accessible on social
apps and mobile devices.”
In 2015, The City of Fort Saskatchewan website won the Vision
award for best visual impact.
Saskatoon Adds Five More Sites to Public WiFi AccessA popular Pokémon GO stop outside City Hall is now enabled with
WiFi access. Civic Square along with four other facilities came
online today with complimentary WiFi service, powered by Shaw
Go WiFi. Residents and visitors can sign up for WiFi Access when
visiting these or any of the City’s 15 WiFi-enabled facilities.
Additional Locations:
Civic Square (outdoors), Saskatoon City Hall,
222 – 3rd Avenue North
Shaw Centre, 122 Bowlt Cres
Silverwood Golf Course Clubhouse, 3503 Kinnear Avenue
George Ward Pool, 1915 5th St East
TCU Place Convention and Arts Centre (lobby),
35 - 22nd Street East
Shaw and the City continue to work on installing WiFi at seven
remaining public facilities. More information, including a complete
list of participating facilities, can be found at saskatoon.ca/wifi.
The complimentary service, made possible through a partnership
agreement with Shaw Communications Inc., is a major initiative
through the City’s new service model – Service Saskatoon.
Service Saskatoon and the public WiFi major initiative supports
the City’s goal of Continuous Improvement by leveraging technol-
ogy and emerging trends to reach our goal to provide great citizen
experiences at every level.
Continued on page 25
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820696_Tempest.indd 1 7/4/16 4:23 PM22 MUNICIPAL INTERFACE | Visit www.misa-asim.ca and check out our digital edition.
features are often copied from the product
descriptions of leading vendors. Not sur-
prisingly, these same vendors can usually
check off most or all of what we requested.
Rather than assisting in arriving at
the best solution, long lists of features
can often get in the way, obscuring the
essential factors that should drive your
decisions. They may even cause you to go
through hoops to avoid rejecting a solution
lacking a feature that you unnecessarily
defined as “essential.” In this regard, my
advice is to keep the list of essential fea-
tures to an absolute minimum.
In addition, such feature lists typically
define in great detail a specific solution
based on established technology, effect-
ively precluding newer alternatives that
could represent better value. It is better
to focus on defining the problem that you
are trying to solve and encourage vendors
to propose a range of solutions.
But the real problem is that these
specific features contribute little to the
final decision, especially in relatively
mature markets, most leading products
have more features than you will ever
use. The key differentiators usually come
down to factors that are less amenable
to a check-list approach, such as overall
architecture or ease of use, defining not
whether a specific feature is present but
how easily it can be accomplished. Is it
Governance Matters❭❭
IT PROCUREMENT:
By Roy Wiseman, Executive Director, MISA/ASIM Canada
built into the application, such that it can
be accomplished in a single keystroke
or does it require a less intuitive work-
around that will require additional time,
effort and training?
Perhaps more importantly, most tech-
nology decisions are more about the
long-term viability of the product and the
company than about specific features. In
the mid-1980s, focusing on features could
have resulted in selecting WordStar over
Word or Betamax over VHS. In the mid-
2000s, the same approach might have
resulted in the Region of Peel selecting
a Nortel VoIP solution at a time when
Nortel’s long-term viability was signifi-
cantly at risk.
While assessment of market trends is
difficult to quantify objectively, picking
“market winners” is a fundamental con-
sideration for IT procurement, where most
decisions have long-term implications and
where companies and products come and
go very quickly. Picking winners doesn’t
always mean going with established prod-
ucts and vendors. It can often involve
identifying new products which appear to
have significant promise and may become
future leaders. In this regard, established
IT vendors rarely provide the best products
in a new market segment, although they
may subsequently acquire successful new
vendors with innovative products.
MAKING IT WORK (PART 2 OF 2)
PART 1 OF this column [see
Municipal Interface, vol. 23, no. 3,
July 2016, page 26] identified five
ways to improve municipal IT pro-
curement which, in my view, has become too
focused on ensuring that all the rules are
followed and not enough on getting the best
results for our organization.
Continuing in this vein, here are five addi-
tional steps that might further contribute to
better results.
6. Ditch “book length” RFPs (Define
the problem, not the solution.)
We are all familiar with the traditional
RFP, with pages and pages defining fea-
tures that we believe are essential for
the solution that we are seeking. These
MUNICIPAL INTERFACE | The National Professional Journal of MISA/ASIM Canada | September 2016 23
7. Admit that the process involves
judgement. (Numbers don’t make it
objective.)
Related to the above, admit that assigning
scores to lists of features involves subject-
ive judgement. It is somewhat deceiving to
pretend that a set score assigned by your
evaluation team makes the decision totally
objective. By all means, use numbers (rat-
ings of different aspects of the solution)
to guide your decision and ensure that it
makes sense. However, when the numbers
point in a different direction from what
you genuinely believe is the best solution,
my recommendation is to listen to your
instincts. Perhaps you have used the wrong
criteria or weighted them incorrectly. If this
means adjusting the numbers, so be it.
In this regard, the standard procurement
process, in which factors to be evaluated
and their weightings are established in
advance, assumes that you also know in
advance which factors will be most import-
ant. In reality, IT procurement is usually
a learning process. As you evaluate the
responses, you discover that things that
you thought would be critical are less
important (or everyone has them), whereas
other factors, not initially identified, turn
out to be crucial. A good procurement
process should provide the opportunity
to adjust, based on what you learn through
the process.
Of course, being more flexible opens you
up to criticism when trying to defend your
recommendation. Ultimately, my response
to unsuccessful bidders was that we made
what we considered to be the best decision
for our organization. I understood that they
might well believe that they had a bet-
ter solution, but most respected our right
to use our judgement – as long as they
believed that we had given them a fair
opportunity. For those who were not satis-
fied, hiding behind a set of numbers was
unlikely to have made things any better.
8. “Try before you buy”
Rather than spending a lot of time on
legal language defining what is to happen
when things go wrong, I prefer to focus
on identifying early when things are not
working and building in appropriate off-
ramps, limiting our losses (and those of
the vendors).
The traditional procurement approach
has involved an extensive and prolonged
evaluation, based primarily on submitted
documents – perhaps including vendor
provided demos, but without real testing –
only to find after the contract is awarded
that there are major gaps. At this point, we
may feel overly committed to a solution in
which we have invested so much time and
announced proudly to our organization,
such that we are reluctant to back out and
start over.
A better alternative is “try before you
buy.” For major applications, include a
period during which the proposed solution
will be installed in your environment (or
available through the cloud), so that you
can fully test, with your users, its suit-
ability. Build in the expectation for com-
prehensive testing as part of the RFP and
get to detailed, on-site testing much earlier
in the process. This will likely involve a
multi-stage evaluation in which a short list
of vendors passing initial screening will
be selected for detailed testing. It is also
not necessary to conduct detailed testing
for all short-listed solutions. One can start
with the highest-rated solution, with the
expectation that if the testing is success-
ful, a winner can be declared. However, if
results are not as expected, you can move
on to the next-rated solution.
Such a process may involve compensat-
ing unsuccessful vendors for their time
during testing, but this is a small price to
pay. It is also important to state that the
decision on what is acceptable during test-
ing is yours and not subject to challenge.
9. Buy the Best Solution
You Can Afford
Understand that most IT decisions rep-
resent long-term investments. The initial
purchase price, even for the largest acqui-
sitions, will represent only a small fraction
of the total cost of ownership. Many IT
solutions are used by hundreds, or even
thousands, of workers every day. Even rela-
tively small differences in productivity or
performance can amount to large savings
over time.
With this in mind, purchase price
should be a relatively small part of the
final decision. On the other hand, the best
product is not always the most expensive.
In this regard, you need a realistic assess-
ment of the relative sophistication of your
organization. Will you ever use or take
advantage of the more advanced features?
My advice is to get the system that does
the best job with the basics, rather than
one that includes many additional features
that you may never use. Alternatively, seek
an approach that allows you to purchase
add-on features only when you are ready –
with pricing negotiated in advance.
Finally, most vendors generate the lar-
ger part of their revenues from annual
maintenance, rather than the initial pur-
chase. It is therefore advisable to nego-
tiate multi-year maintenance costs in
advance. These can be for five years or
longer, depending on the expected use-
ful life of the product (including regular
upgrades) for your organization. You will
never have more leverage in negotiating
future maintenance costs than you have
at the time of the initial purchase.
Get the system that does the best job with the basics, rather than one that includes many additional features that you may never use.❭
24 MUNICIPAL INTERFACE | Visit www.misa-asim.ca and check out our digital edition.
10. Have an open door for vendors
While open interaction with vendors is
often regarded suspiciously by purchas-
ing professionals and the media, vend-
ors are an essential source of market
intelligence.
Of course, there are rules around
how and when interactions with vend-
ors should occur. Gone are the days of
vendor-provided lunches, golf games, trips
and tickets to events. Meetings should
be in a professional setting (your office
or theirs) where the focus can be on a
good exchange of relevant information.
Equally, once a procurement is under way,
discussion of that particular process is off
limits, although we may still find ourselves
dealing on unrelated issues or product
offerings with vendors who may also be
bidding on an active procurement.
Experienced IT leaders and vendors
understand and respect these limits and
should be trusted to do so. On the other
hand, if the lines are crossed, there
should be significant consequences.
In my view, successful IT leaders spend
significant time meeting with vendors,
especially those who have products in
emerging markets that are likely to be
the subject of upcoming procurements. I
have little patience for IT leaders who brag
that they never return calls from vendors.
Of course, we can be swamped with such
calls, and it isn’t possible or productive to
meet with everyone. However, the courtesy
of a return call, explaining why you do not
wish to meet, may avoid multiple follow-up
calls and will reflect well on you and your
organization.
In this regard, companies often speak
of their desire to be a “vendor of choice,”
especially for larger customers. My
philosophy was that I wanted us to be a
“customer of choice,” building successful
(and mutually beneficial) relationships
with our vendors. At times, this meant
acknowledging the genuinely unexpected
and making allowances, even where the
contract says that we can draw a firm line.
Being fair does not, however, mean being
soft. In many situations, I had to insist
that a vendor fully live up to a contrac-
tual commitment. Often, those actually
delivering the service may not have been
aware of what was committed by the sales
representative so I had to show it to them
in writing. They may have grumbled, but
we generally got what was committed.
I believed that being a “customer of
choice” meant that vendors would be more
likely to respond to our RFP and might put
more effort into their response, including
providing their best price. They would feel
that they had a fair chance of winning
and would be treated fairly, if success-
ful. Ideally, they would consider winning
our business to be particularly desirable,
providing a valued reference account.
Just as consumers can select which
vendors they choose (or prefer) to deal
with, vendors can make the same choices
about when to respond and how much effort
to put into their response. I wanted my
organization to be on the top of their list.
If this is your goal, you have to work at it.
SummarySuccessful IT procurement is challenging,
especially in government. This two-part col-
umn has identified a number of strategies and
approaches that may be helpful in addressing
this challenge. Overall, however, it is essen-
tial to build a partnership with Purchasing,
where you are both focused on a successful
outcome, getting the best solution for your
organization – and not just a successful pro-
cess in which all the rules were followed. ●
City of Peterborough Digitizes Historical City Directories
Continued from page 22
The City of Peterborough’s Heritage Preservation Office announced
in July that a long-awaited project to digitize a local collection of
City and County directories has been completed. With the oldest
volume dating back to 1858, the annually published directories
are a rich resource for researching a wide range of topics related
to City history and family genealogy.
The digitization of the directories means that the public can now
access them from anywhere with an Internet connection. The collec-
tion of digital books is located online at: https://archive.org/details/
peterboroughcitydirectories. A key feature of the digital collection
is the keyword search capability, which makes it much faster to
scan for specific names or words. Digitization also preserves the
old, fragile and irreplaceable printed volumes by protecting them
from the wear and tear of repeated handling.
A total of 115 books were scanned, with directories contributed
by the Peterborough Public Library, Peterborough Museum and
Archives, Trent Valley Archives and Trent University Archives.
Funding for the project was provided by the Peterborough
Public Library.
Although all the available directories were scanned, there are
some years for which they are missing. The City would like to
issue a call to any members of the public who may have copies
of directories that are missing. They are invited to help complete
the collection by loaning their copies to be digitized. The missing
years are: 1884, 1886, 1889, 1891, 1892, 1896, 1900, 1902, 1911,
and 1930. Anyone with directories from these years can contact
Kathryn Matheson, Heritage Researcher by phone at 705-742-7777
ext. 1491, or by email at [email protected]. ●
MUNICIPAL INTERFACE | The National Professional Journal of MISA/ASIM Canada | September 2016 25
National Officers www.misa-asim.ca PRESIDENT Corey Halford, City of Airdrie 403-948-8800 x 8706 [email protected] PRESIDENT Geoff Hogan, County of Grey 519-376-2277 [email protected]
TREASURER Marc Coyle, City of Belleville 613-967-3302 [email protected]
SECRETARY Vacant
MISA Ontario www.misa.on.caPRESIDENT Christine Swenor, City of Burlington 905-335-7600 x 7776 [email protected]
VICE PRESIDENT Connie McCutcheon, Niagara Region 905-685-4225 [email protected]
TREASURER Matt Caplin, City of Windsor 519-255-6100 x 6161 [email protected]
SECRETARY Catherine Baldelli, Town of Milton 905-878-7252 x 2162 [email protected]
NATIONAL AND MEMBER EXECUTIVESMISA AtlanticPRESIDENT Donna Davis, Halifax Regional Municipality 902-490-4417 [email protected]
VICE PRESIDENT Valerie Kelly, City of Fredericton 506-460-2826 [email protected]
TREASURER/SECRETARY Donna Flynn, Halifax Regional Municipality 902-497-1543 [email protected]
MISA Prairies www.misaprairies.caPRESIDENT Steve Jeffery, City of Regina 306-777-7234 [email protected]
VICE PRESIDENT Dan Newton, City of Red Deer 403-342-8283 [email protected]
TREASURER Corey Halford, City of Airdrie 403-948-8800 x 8706 [email protected]
SECRETARY Sophie Mercier, County of Grande Prairie 780-532-9722 x 1210 [email protected]
MISA BC www.misa.bc.caPRESIDENT Barbara Davey, Metro Vancouver 604-456-8838 [email protected]
VICE PRESIDENT Chris Mazzotta, Regional District North Okanagan 250-550-3775 [email protected]
TREASURER Jason Birch, Municipality of North Cowichan [email protected]
SECRETARY Cheryl Trent, Sunshine Coast Regional District 604-885-2261 [email protected]
Réseau de l’Informatique Municipale du Québec (RIMQ) www.rimq.qc.caPRESIDENT Thierry Houle Gingras, Ville de Hampstead 514-369-8214 [email protected]
VICE PRESIDENT André Côté, Ville de Granby 450-776-8202 [email protected]
SECRETARY-TREASURER Vincent Marcoux, Ville de Saint-Jérôme 450-436-1512 x 3076 [email protected]
CANADA
Advertisers.comApplied GeoLogics Inc. ...................................... 14, Outside Back Cover www.appliedgeologics.com
Digital Boundary Group ........................................................................4 www.digitalboundary.net
Eramosa Engineering ............................................................................7 www.eramosa.com
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Tempest Development Group Inc. .......................................................22 www.tempestdg.com
Teranet Inc. ..........................................................18, Inside Front Cover www.teranet.ca
ThinkTel Communications .....................................................................7 www.thinktel.ca
26 MUNICIPAL INTERFACE | Visit www.misa-asim.ca and check out our digital edition.
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