December 17, 2007

Municipal Reference Model – Version 2Vendor Briefing Session

Municipal Information Systems Association (MISA)

December 17, 2007

- 2 -

Agenda

What is the Municipal Reference Model (MRM)?

About the MRM V2 Software

Questions

- 3 -

Municipal Reference Model

Subscribers and Users…

Initial models contributed by Burlington, Kitchener, Mississauga, Scarborough, Metro Toronto

Another 18 Ontario municipalities

Halifax, Fredericton, Saint John, Winnipeg, Calgary, Coquitlam, Surrey

Dayton, Kalamazoo, Phoenix, Oakland County, St. Clair County, Washtenaw County

Shanghai, Poland (24 municipalities), Ethiopia

Brief History…..

• 1990: Established Joint Venture to develop Municipal Reference Model and Engineering Database

• 1992: JV Awards RFP to develop and administer MRM program to Chartwell IRM

• 1995-2000: MRM successfully marketed by Chartwell to other Canadian, US and overseas municipalities

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MRMv1 Municipal Users

See Insert

Phoenix, AZ

Dayton, OH

Halifax, NS

Winnipeg, MBSurrey, BC

Coquitlam, BC

Fredericton, NB

Saint John, NB

Calgary, AB

Washtenaw County, MI

St Clair County, MI

Oakland County, MI

See Insert

Phoenix, AZ

Dayton, OH

Halifax, NS

Winnipeg, MBSurrey, BC

Coquitlam, BC

Fredericton, NB

Saint John, NB

Calgary, AB

Washtenaw County, MI

St Clair County, MI

Oakland County, MI

Shanghai Warsaw

- 5 -

Roots for Pan-Canadian Standard

• MRM adapted by Province of Ontario as Public Service Reference Model (PSRM)

Province of Ontario version managed by MGS Incorporated into a comprehensive enterprise architecture (EA) program Used for developing business architecture, business process models, business

designs, etc.

MRM adapted by Government of Canada as Governments of Canada Strategic Reference Model (GSRM)

Federal government version managed by TBS Incorporated into Business Transformation Enablement Program (BTEP) Applied GSRM/BTEP to multi-jurisdictional service delivery initiatives

BizPaL, Seniors Portal, Services for Youth Invited to propose the standard to UN/CEFACT

xRMs can become component of “common business language” for governments in Canada

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All “RMs” Are Built from the Same Foundation Elements

ClientOrganizations

IndividualClientsOutputs

ProviderOrganizations

Authority

AccountabilityRoles

Responsibility

Used in

Deliver

Accomplish

Governance Outcomes& Impacts

Jurisdictions

Programs

Services

Processes

Resources

- 7 -

The Joint Councils

PSCIOCPSSDC JointJointCouncilsCouncils“Share information,

develop partnerships and facilitate potential solutions that can be

used to improve public sector service

delivery.”

“Enable enhanced service to the

Canadian public through demonstrated

leadership in the management of information and

technology.”

- Federal, provincial and territorial CIOs

- 2 municipal CIOs

- Senior federal, provincial and territorial service delivery officials

- 3 municipal representatives

ICCS Provides Secretariat Services to Joint Councils

MembersMembers

Collaborate and share information in areas of

common interest

Network of

colleagues sharing knowledg

e

Network of

colleagues sharing knowledg

e

Common Tools

Shared Projects

A continuum of collaboration – from knowledge sharing to pilot projects (Annex 1.0)

Public Sector Service Delivery Council (PSSDC)Public Sector CIO Council (PSCIOC)

- 8 -

Joint CouncilsSubcommittees and Working Groups

- 9 -

Why MRM Version 2?

MRM Version 1 has outlived its day! Governance has fallen away Tool is outdated and no longer supported Vocabulary needs to be updated and aligned with PSRM

and GSRM Framework can be enhanced with concepts from PSRM and

GSRM Catalogue of standard municipal programs and services

needs to be updated No central repository of instances contributed by previous

participants Opportunities for publishing and sharing information using

current (web) technologies Pan-Canadian Standard emerging. Municipalities need

to be part of it.

- 10 -

Municipalities Contributing Start-upFunding for MRMv2

City of Edmonton

City of Saskatoon

City of London

City of Mississauga

City of Timmins

City of Toronto

City of Waterloo

Town of Markham

Region of Halton

Region of Niagara

Region of Peel

Region of York

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Municipal Reference Model – Version 2 (MRM V2) - Features

A Vocabulary Commonly used municipal terms are explicitly defined

A Framework Components of municipal business are modeled and interrelated

A Tool A municipality’s business model is captured, stored and managed

A Methodology Techniques are demonstrated for “discovering” alternative ways of

conducting municipal business

A Repository Models of the best practices are recorded, referenced and adapted

to meet our municipality’s needs

A Standard Municipalities share their business models with the assurance that

they comply with the MRM rules

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Vocabulary

Strategic Terms: Vision Mission Core Values

Program Terms: Program Goal Program Need Program Outcome

Service Terms: Service Output Service Output Type Process Activity Task

Performance Metric Terms: Efficiency Effectiveness Quality

Role Terms: Governance Accountability Responsibility Authority

Enterprise Architecture Terms: Mandate Events Cycles Jurisdiction

MRM Version 2 includes a robust portfolio of business terms:

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Framework

SERVICE

VISION /MISSION

VISION /MISSION

PROGRAMPROGRAM INTERNAL

CHANGEINITIATIVE

INTERNALCHANGE

INITIATIVE

PUBLICSERVICE

PUBLICSERVICE

PROVIDERSERVICE

PROVIDERSERVICE

PROCESS/ ACTIVITY

PROCESS/ ACTIVITY

RESOURCERESOURCE

CLIENTSET

CLIENTSET

CAO / CITYMANAGER

DEPT.1

DEPT.3

DEPT.2

DIVISION1

DIVISION3

DIVISION2

SECTION1

SECTION2

ORGANIZATIONAL MODEL

COMMITTEE

COUNCIL

SERVICE MODEL

Authority

Responsibility

Governance

Accountability

ROLES

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Framework

Semantic Model

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Tool

Program Profile

Service Listing

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Methodology

MRM Version 2 addresses more demanding needs of the Corporation / Enterprise including:

Corporate / Departmental Strategic Planning

Program / Service Based Financial Planning (Budgeting) and Reporting

Performance Management

Organizational Design / Restructuring

Business Process Re-engineering

Inter-jurisdictional Collaboration

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Repository – “Best of Breed” Sample

PROCESS(SUB-PROCESS)

PUBLIC SERVICE

PROGRAM Public Health Program

Public Health Program

Water Production and Distribution

Service

Water Production and Distribution

Service

Source Water

Management Process

Source Water

Management Process

Source Water

Production Process

Source Water

Production Process

Water Treatment

Process

Water Treatment

Process

Water Transmission Process

Water Transmission Process

Water Storage Process

Water Storage Process

Water Distribution

Process

Water Distribution

Process

Water Service Connection

Process

Water Service Connection

Process

Water Account Customer Service Process

Water Account Customer Service Process

Water Meter Installation, Repair and

Reading Process

Water Meter Installation, Repair and

Reading Process

Water Quality and Quantity Monitoring

Process

Water Quality and Quantity Monitoring

Process

Water Treatment Pumping Process

Water Treatment Pumping Process

Water Treatment

Coagulation Process

Water Treatment

Coagulation Process

Water Treatment

Flocculation Process

Water Treatment

Flocculation Process

Water Treatment

Sedimentation Process

Water Treatment

Sedimentation Process

Water Treatment Filtration Process

Water Treatment Filtration Process

Water Treatment Ozonation

Process

Water Treatment Ozonation

Process

Water Treatment

Fluoridation Process

Water Treatment

Fluoridation Process

Water Treatment

Disinfection Process

Water Treatment


Water Transmission

Pumping Process

Water Transmission

Pumping Process

Water Storage Reservoir

Monitoring Process


Monitoring Process





Source Water Production

Chlorination Process

Source Water Production

Chlorination Process

Water Distribution

Pumping Process

Water Distribution

Pumping Process

Water Distribution

Pipes Valves & Hydrants Mtce.

Process

Water Distribution

Pipes Valves & Hydrants Mtce.

Process


Maintenance Process


Maintenance Process

Raw Water Flow Monitoring

Process

Raw Water Flow Monitoring

Process

Water Account Customer Account Creation Process

Water Account Customer Account Creation Process

Water Treatment Taste & Odor Control

Process

Water Treatment Taste & Odor Control

Process

Water Treatment Iron & Manganese

Control Process

Water Treatment Iron & Manganese

Control Process

Water Account Customer

Account Billing Process


Account Billing Process

Water Account Customer Account

Collection Process

Water Account Customer Account

Collection Process

Water Meter Installation

Process

Water Meter Installation

Process

Water Meter Repair Process

Water Meter Repair Process

Water Meter Reading Process

Water Meter Reading Process

Water Compliance

Management Process

Water Compliance

Management Process

Water Compliance Legislative

Review Process

Water Compliance Legislative

Review Process


Consumption Monitoring

Process


Consumption Monitoring

Process

Water Treatment Plant (Mech. /Elec.) Maintenance

Process

Water Treatment Plant (Mech. /Elec.) Maintenance

Process

Water Account Customer Complaint Resolution

Process

Water Account Customer Complaint Resolution

Process

Water System

Planning & Optimization Process

Water System

Planning & Optimization Process

Water Education and Information

Process

Water Education and Information

Process

Water Education and

Outreach Process

Water Education and

Outreach Process

Water Use Efficiency (i.e

Rebates) Process

Water Use Efficiency (i.e

Rebates) Process

Water Quality Information

(Complaints & Inquiries) Process

Water Quality Information

(Complaints & Inquiries) Process

Water System Maintenance

(Capacity) Planning Process

Water System Maintenance

(Capacity) Planning Process

Water System Operational

(Optimization) Planning Process

Water System Operational

(Optimization) Planning Process

Water Treatment

Optimization Planning Process

Water Treatment

Optimization Planning Process

Ground Water Protection

Process

Ground Water Protection

Process

Surface Water Protection

Process

Surface Water Protection

Process

Source Water Pipe (Intake) Maintenance

Process

Source Water Pipe (Intake) Maintenance

Process

Water Transmission

Pipes & Valves Maintenance

Process

Water Transmission

Pipes & Valves Maintenance

Process

Water Transmission

Equipment Maintenance

Process

Water Transmission

Equipment Maintenance

Process

Water Distribution Equipment

Maintenance Process

Water Distribution Equipment

Maintenance Process

Water Quality and Quantity Compliance

Process

Water Quality and Quantity Compliance

Process

Water Compliance Reporting Process

Water Compliance Reporting Process

Water Contingency

Planning Process

Water Contingency

Planning Process

Bulk Water Account Billing

& Collection Process

Bulk Water Account Billing

& Collection Process

Bulk Water & Hydrant

Permission Process

Bulk Water & Hydrant

Permission Process

- 18 -

Standard – Governments of Canada Strategic Reference Model (GSRM)

- 19 -

MRMv2 Enhancements

MRMv1 MRMv2

Governance Dormant – MISA Ontario, Joint Venture dissolved

Re-instate under lead of MISA/ASIM Canada,

Consider ICCS to host repository

Eventual pan-Canadian governance

Vocabulary Limited number of terms (program, service, etc.)

Significant expansion of terms, update and align definitions with PSRM, GSRM

Framework Limited components and linkages

Expand and incorporate enhancements from PSRM, GSRM – e.g. service types, PSAM, SIAM, etc.

Tool Simple database (ZIM), no longer supported

Robust, web-based, current technology

Methodology Limited guidance on how to use the tool; focus on IT Strategic Planning, software specifications

Major expansion - focus on business uses; adapt (with permission) from manuals developed for PSRM, GSRM and BTEP; include inter-jurisdictional collaboration

- 20 -

MRMv2 Enhancements

MRMv1 MRMv2

Repository Sample/generic catalogue of programs, services, etc.; limited attributes provided for each. No centralized repository of “instances” from each municipality using MRM. No best practices.

Expand and update list of programs, services, etc. to reflect today’s municipal realities; significantly expand components and attributes (e.g. service measures); incorporate “instances” from users for comparison; include documented best practices

Standard Informal recognition among participating municipalities

Need to promote as formal standard for Canadian municipalities – e.g. through FCM, AMO, OMBI, CAOs, etc.

Need to align and work with other standards (e.g. GSRM, PSRM, Human Services Taxonomy) as be part of Pan-Canadian standard.

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MRM V2 – MRM Meta Model

MRM Meta-Model Features:

Contains MRM Version 2 Components, such as Program, Service, Target Group, etc.

Contains no data!

Is the root model for all other Repositories

MRM Meta-Model

(i.e. Shell Program, Shell Service, etc.)

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MRM V2 – MRM Reference Model

MRM Reference Model Features:

Contains a compendium of Programs and Services from other Municipalities (e.g. Program = Public Safety, Service = Fire Rescue)

Contains information about the Programs and Services (e.g. Public Safety Program Goal = Safe place in which to live, work and play)

MRM Meta-Model


MRM Reference

Model (i.e. Public

Safety Program, Fire Rescue

Service, etc.)

- 23 -

MRM V2 – Best Practice Model(s)

Best Practice Model(s) Features:

Contains selected, approved content that may typically originate in an established source, such as ISO, American Water Works Association, OMBI, etc.)

Best practice material is adjusted to conform to the MRM Meta-Model standards (e.g. OMBI performance metric is linked to a Program or Service or a Process) and loaded into a Best Practice Model

MRM Meta-Model


Best Practice Model

(i.e. AWWA Potable Water

Supply Service, etc.)

- 24 -

MRM V2 – Municipality’s Customized Model

Municipality’s Customized Model Features:

Contains “your Municipality’s” Programs, Services, etc.

Can be built by using the MRM Meta-Model and entering all of the information

MRM Meta-Model


Customized “My

Municipality’s” Model

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MRM V2 – Other Municipality’s Customized Model

Other Municipality’s Customized Model Features:

Contains another Municipality’s Programs, Services, etc.

Can be viewed but not revised by anyone but the approved Municipal authorities

MRM Meta-Model


Customized Peel Model

(i.e. Peel Potable Water

Supply Service)

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MRM V2 – All Models

Customized Halton Model

MRM Meta-Model


MRM Reference

Model (i.e. Public

Safety Program, Fire Rescue

Service, etc.)

Best Practice Model

(i.e. AWWA Potable Water

Supply Service, etc.)

Customized York Model

Customized Peel Model

(i.e. Peel Potable Water

Supply Service)

Customized “My

Municipality’s” Model

- 27 -

Questions?

?

Documents

December 17, 2007