PROJECT TEMPLATES
CRA IT APPLICATION DEVELOPMENT Commercial Registry
December 28, 2008
This publication was produced for review by the United States Agency for International Development. It was prepared by Pedro Valdes.
PROJECT TEMPLATES
CRA IT APPLICATION DEVELOPMENT Commercial Registry
TECHNICAL ASSISTANCE FOR POLICY REFORM II
CONTRACT NUMBER: 263-C-00-05-00063-00
BEARINGPOINT, INC.
USAID/EGYPT POLICY AND PRIVATE SECTOR OFFICE
DECEMBER 28, 2008
AUTHOR:
PEDRO VALDES
DISCLAIMER:
The author’s views expressed in this publication do not necessarily reflect the views of the United States Agency for International Development or the United States Government.
Technical Assistance for Policy Reform II i CRA IT Application Development
CONTENTS 1.0 INSTRUCTIONS .......................................................................................... 1
1.1 Naming Conventions ....................................................................................................... 1 1.2 Document Names Samples ............................................................................................. 3
1.3 Contact List ...................................................................................................................... 4
1.4 Meeting Agenda ............................................................................................................... 6
1.5 Minutes of Meetings ......................................................................................................... 7
1.6 Team Members Weekly Reports ..................................................................................... 8
1.7 Team Leaders Weekly Reports ....................................................................................... 9
1.8 Managers Weekly Reports ............................................................................................ 11
1.9 Monthly Status Report ................................................................................................... 13
Technical Assistance for Policy Reform II ii CRA IT Application Development
AUTHORS
Pedro Valdes, Manager BearingPoint, Inc. Technical Assistance for Policy Reform II 8 El Sad El Aali Street, 18
th Floor
Dokki, Giza T: +2 02 335 5507 F: +2 02 337 7684 M: +2 010 600 4679
Date Document
Version
Document Revision Description Document Author
09-24-08 1 Initial Draft Pedro Valdes
10-15-08 2 Meeting Agenda Template Added Pedro Valdes
12-28-08 3 Project Issue and Change Request forms added Pedro Valdes
Approval
Date
Approved
Version
Approver Role Approver
Technical Assistance for Policy Reform II 1 CRA IT Application Development
1.0 INSTRUCTIONS
1.1 Naming Conventions
In order to ensure that the project maintain a well organized repository of project documents;
a naming convention for the different types of documents must be establish. This preliminary
list will be used as an input in the preparation of the Configuration Management Plan. Every
time the need for new types of documents arises, it will be documented in this list.
Therefore, all project team members MUST follow the conventions described below when
preparing deliverables, reports and other documents. Should the need arise to define
additional categories at any given level, it MUST be communicated to the Project Manager,
which will initiate the change of the current document.
The document name comprises the following elements and their corresponding clssifictions:
Organization: It is any organization or agency; internal or internal to the project that
prepared the document.
CRA Commercial Registry Authority
Technical Assistance for Policy Reform II 2 CRA IT Application Development
TPR: Technical Assistance for Policy reform TAPR II
SKR: Sakhr Software Company
ETA: Egyptian Tax Authority
Etc.
Document Type: It is any type of document used in the project.
PRP: Project Plan
PRM: Project Management
DEL: Deliverable
REP: Report
MOM: Minutes of Meetings
MAG: Meeting Agenda
Etc.
Document Sub-Type: It is any required classification (if any) to better qualify the document:
SP: Sub Plan
MP: Master Plan
WR: Weekly Report
MR: Monthly Report
AT: Attachment
IN: Internal
EX: External
TM: Team Members
TL: Team Leads
MG: Managers
Version Number: When required (V99) with 99 indicating the version number
Author: Initials (2) of the author of the document. Initials for the project team members will
be maintained in the Contact List.
Date of the Document: The date of the document in the format MM-DD-YYYY
Technical Assistance for Policy Reform II 3 CRA IT Application Development
1.2 Document Names Samples
The list below represents some samples of documents named after the conventions.
DOCUMENT NAME DESCRIPTION
SKR-REP-WR-NN-2008-09-15 Weekly Report Prepared By Mr. NN on September 15, 2008
TPR-MOM-PV-2008-09-24 Minutes of Meeting Prepared By Pedro Valdes on September 24, 2008
PRP-SP-V01-ANALYSIS-PHASE Project Sub Plan version 1 of Analysis Phase
DEL-01-FUNCTIONAL SPECIFICATIONS Project Deliverable
TPR-MAG-TM-2008-09-20 Meeting Agenda for Team Members Meeting to be held September 20, 2008
CRA-MAG-MG-2008-09-22 Meeting Agenda for Managers Meeting to be held September 22, 2008
Technical Assistance for Policy Reform II 4 CRA IT Application Development
1.3 Contact List
CRA IT APPLICATION DEVELOPMENT PROJECT
CONTACT LIST
NAME INI. POSITION TELEPHONE E-MAIL
DR. MOSTAFA ABOU EL ENEIN
MA CHAIRMAN OF CRA
M: 012 742 2750
T: 26720452
F: 26720453
MR. AMR HEGAZY AH CRA – OPERATIONS MANAGER
M: 011 450 1000
T: 26720452
F:
MRS. MONIQUE COURCHESNE
MC TAPR II – CRA MODERNIZATION COORDINATOR
M: 012 795 3849
T:
F:
MR. PEDRO VALDES
PV TAPR II – PROJECT MANAGER
M: 010 600 4679
T: 33377684
F:
MRS. SAWSAN FARAHAT MOHAMED
SF CRA – HEAD OF INVESTMENT OFFICE
M: 018 156 1468
T: 22633790
F:
MR. MOHAMED KAMAL EL DEEN
MK CRA – HEAD OF MAIN CAIRO OFFICE
M: 012 579 5758
T: 27979902
F:
MR. GAMAL IBRAHIM
GI
CRA – GENERAL MANAGER COMMERCIAL REGISTRIES
M: 012 373 6093
T: 29186021
F:
MR. NADER MOHAMED EL SHARNOBY
NS CRA – IT MANAGER
M: 010 170 3553
T: 26720452
F:
MR.MOSTAFA RAMADAN HAMMAD
MR CRA – IT SPECIALIST
M: 011 464 7999
T: 26720452
F:
MR. MOHAMED TAREK AZZAM
MT CRA – IT SPECIALIST
M: 010 188 2879
T: 26720452
F:
MS AMIRA ABDEL GHAFFAR
AG TAPR II – LEGAL ADVISOR
M: 010 306 2438
T: 33377684
F:
Technical Assistance for Policy Reform II 5 CRA IT Application Development
CRA IT APPLICATION DEVELOPMENT PROJECT
CONTACT LIST
NAME INI. POSITION TELEPHONE E-MAIL
MR. MOUSTAFA EL-SHAFIE
MS TAPR II – TRAINING ADVISOR
M: 012 020 0386
T: 33377684
F:
MR. ISMAIL ZIDAN IZ TAPR II – QUALITY MANAGER
M: 012 780 5115
T: 33377684
F:
MR. YASSER MAREI YM SAKHR – PMO MANAGER
M: 010 162 1156
T: 22749929
F: 22740044
MR. MOHAMED DIAB
MD SAKHR – PROJECT MANAGER
M: 011 189-0003
T: 22749929
F: 22740044
MR. TAREK EID TE SAKHR – TECHNICAL MANAGER
M: 012 253 5454
T: 22749929
F: 22740044
MR. MOSTAFA EZZAT
ME SAKHR – TECHNICAL MANAGER
M: 010 562 0789
T: 22749929
F: 22740044
MRS. MANAL WILLIAM
MW SAKHR – DESIGNER MANAGER
M: 010 169 0658
T: 22749929
F: 22740044
GEN. AHMED SHEHAB
GS MSAD – PROJECT GENERAL MANAGER
M: 012 357 2771
T: 33315626
F: 37607222
MR. MOSAAD MM MSAD – DB EXPERT
M: 012 357 2771
T: 33315626
F: 37607222
DR. SAMIR A. EL GAMMAL
DM GOEIC – CIO MINISTER’S ADVISOR
M: 012 313
T: 268 3241
F: 268 1733
MAJ. ALAA ABDEL KARIM
AA GOEIC – US FOR IT AND DECISION SUPPORT
M: 012 398 2539
T: 2266 9620
F: 22669342
MR. AHMED MANSOUR
AM
IDA- GM TECHNOLOGY & INFORMATION SYSTEMS
M: 010 119 7588
T: 2795 2923
F: 2794 4984
Technical Assistance for Policy Reform II 6 CRA IT Application Development
1.4 Meeting Agenda
CRA IT APPLICATION DEVELOPMENT PROJECT
MEETING AGENDA
FROM: POSITION: DATE: MM/DD/YYYY
MEETING SUBJECT:
MEETING DATE AND LOCATION:
AGENDA
Monday, April 26, 2010
1. AGENDA ITEM
Agenda Sub-Item
2. AGENDA ITEM
Agenda Sub-Item
3. AGENDA ITEM
Agenda Sub-Item
Technical Assistance for Policy Reform II 7 CRA IT Application Development
1.5 Minutes of Meetings
CRA IT APPLICATION DEVELOPMENT PROJECT
MEETING REPORT
FROM: POSITION: DATE: MM/DD/YYYY
MEETING SUBJECT:
MEETING DATE AND LOCATION:
ATTENDEES TITLE CONTACT NUMBER
Table Text Table Text Table Text
Table Text Table Text Table Text
Table Text Table Text Table Text
Table Text Table Text Table Text
Table Text Table Text Table Text
DISCUSSION POINTS BODY TEXT 1
BODY TEXT 1 BULLET 1
ACTIONS
BODY TEXT 1 BULLET1
DOCUMENTS DELIVERED
BODY TEXT 1 BULLET 1
Technical Assistance for Policy Reform II 8 CRA IT Application Development
1.6 Team Members Weekly Reports
Each team member during a given week will be required to forward a weekly report to the
Team Leader by close of business (COB) every Friday.
CRA IT APPLICATION DEVELOPMENT PROJECT
TEAM MEMBERS WEEKLY REPORT
FROM: POSITION: DATE: MM/DD/YYYY
TO: POSITION: ORG.:
HIGHLIGHTS FOR THE PERIOD WEEK FROM <DD/MM/200X> TO <DD/MM/200X>
TASKS COMPLETED THIS WEEK
WBS Description Date Time
TASKS IN PROGRESS
WBS Description Time
Expended
Time
Remaining
NEW TASKS FOR NEXT WEEK
WBS Description Starting
Date Duration
Technical Assistance for Policy Reform II 9 CRA IT Application Development
1.7 Team Leaders Weekly Reports
The Team Leaders will be required to forward a consolidated Weekly Report to the Project
Manager based on the Team Member’s Weekly Reports.
CRA IT APPLICATION DEVELOPMENT PROJECT
TEAM LEADERS WEEKLY REPORT
FROM: POSITION: DATE: MM/DD/YYYY
TO: POSITION: ORG.:
HIGHLIGHTS FOR THE PERIOD WEEK FROM <DD/MM/200X> TO <DD/MM/200X>
TASKS COMPLETED THIS WEEK
WBS Description Date Time
NEW TASKS IN PROGRESS
WBS Description Time
Expended
Time
Remaining
NEW TASKS FOR NEXT WEEK
WBS Description Starting
Date Duration
Technical Assistance for Policy Reform II 10 CRA IT Application Development
ISSUES AND RISKS
BODY TEXT 1
BODY TEXT 1 BULLET 1
REVIEWED DATE: MM/DD/YYYY SUBMITTED TO MANAGER DATE: MM/DD/YYYY
Technical Assistance for Policy Reform II 11 CRA IT Application Development
1.8 Managers Weekly Reports
The Managers will be required to forward a consolidated Weekly Report to the Project
Manager based on the Team Leader’s Weekly Reports.
CRA IT APPLICATION DEVELOPMENT PROJECT
TEAM MANAGERS WEEKLY REPORT
FROM: POSITION: DATE: MM/DD/YYYY
TO: PEDRO VALDES POSITION: PM ORG.: TAPRII
HIGHLIGHTS FOR THE PERIOD WEEK FROM <DD/MM/200X> TO <DD/MM/200X>
TASKS COMPLETED THIS WEEK
WBS Description Date Time
TASKS IN PROGRESS
WBS Description Time
Expended
Time
Remaining
NEW TASKS FOR NEXT WEEK
WBS Description Starting
Date Duration
Technical Assistance for Policy Reform II 12 CRA IT Application Development
ISSUES AND RISKS
BODY TEXT 1
BODY TEXT 1 BULLET 1
REVIEWED DATE: MM/DD/YYYY SUBMITTED TO TAPRII/PM DATE: MM/DD/YYYY
Technical Assistance for Policy Reform II 13 CRA IT Application Development
1.9 Monthly Status Report
CRA IT APPLICATION DEVELOPMENT PROJECT
MONTHLY STATUSREPORT
FROM: POSITION: DATE: MM/DD/YYYY
TO: PEDRO VALDES POSITION: PM ORG.: TAPRII
HIGHLIGHTS FOR THE PERIOD OF <MONTH 1 TO 30, 200X
DELIVERABLE 1: FINAL FUNCTIONAL REQUIREMENTS CRA IT APPLICATION MODULES
BODY TEXT 1
BODY TEXT 1 BULLET 1
DELIVERABLE 2: WORKFLOW SOLUTION DESIGN
BODY TEXT 1
BODY TEXT 1 BULLET 1
DELIVERABLE 3: CASE TRACKING SOLUTION DESIGN
BODY TEXT 1
BODY TEXT 1 BULLET 1
DELIVERABLE 4: DOCUMENT MANAGEMENT SOLUTION DESIGN
BODY TEXT 1
BODY TEXT 1 BULLET 1
DELIVERABLE 5: CALCULATION OF FEES AND ONLINE PAYMENTS
BODY TEXT 1
BODY TEXT 1 BULLET 1
DELIVERABLE 6: INTERFACE DESIGN
BODY TEXT 1
BODY TEXT 1 BULLET 1
Technical Assistance for Policy Reform II 14 CRA IT Application Development
DELIVERABLE 7: WEB PORTAL AND CONTENT MANAGEMENT DESIGN
BODY TEXT 1
BODY TEXT 1 BULLET 1
DELIVERABLE 8: SECURITY REQUIREMENTS
BODY TEXT 1
BODY TEXT 1 BULLET 1
DELIVERABLE 9: SOFTWARE DESIGN DOCUMENT
BODY TEXT 1
BODY TEXT 1 BULLET 1
DELIVERABLE 10: SIGN OFF REPORT ON THE DELIVERY OF ITEMS 1-9
BODY TEXT 1
BODY TEXT 1 BULLET 1
DELIVERABLE 11: DEVELOPMENT & DEVELOPMENT METHODOLOGY AND TOOLS DOCUMENT
BODY TEXT 1
BODY TEXT 1 BULLET 1
DELIVERABLE 12: TESTING PLAN
BODY TEXT 1
BODY TEXT 1 BULLET 1
DELIVERABLE 13: IMPLEMENTATION PLAN
BODY TEXT 1
BODY TEXT 1 BULLET 1
DELIVERABLE 14: INSTALLATION AND CONFIGURATION DOCUMENT
BODY TEXT 1
BODY TEXT 1 BULLET 1
Technical Assistance for Policy Reform II 15 CRA IT Application Development
DELIVERABLE 15: APPLICATION INSTALLED AND RELEASE IN ELECTRONIC FORMAT (CDS)
BODY TEXT 1
BODY TEXT 1 BULLET 1
DELIVERABLE 16: SYSTEM TESTING REPORT
BODY TEXT 1
BODY TEXT 1 BULLET 1
DELIVERABLE 17: ACCEPTANCE TESTING PLAN
BODY TEXT 1
BODY TEXT 1 BULLET 1
DELIVERABLE 18: DOCUMENTATION
BODY TEXT 1
BODY TEXT 1 BULLET 1
DELIVERABLE 19: TRAINING PROGRAM AND TRAINING MATERIALS
BODY TEXT 1
BODY TEXT 1 BULLET 1
DELIVERABLE 20: END-USER TRAINING
BODY TEXT 1
BODY TEXT 1 BULLET 1
DELIVERABLE 21: TECHNICAL AND SYSTEM ADMINISTRATORS TRAINING
BODY TEXT 1
BODY TEXT 1 BULLET 1
DELIVERABLE 22: DATA MIGRATION
BODY TEXT 1
BODY TEXT 1 BULLET 1
Technical Assistance for Policy Reform II 16 CRA IT Application Development
DELIVERABLE 23: SERVICE LEVEL AGREEMENT (SLA)
BODY TEXT 1
BODY TEXT 1 BULLET 1
ISSUES AND RISKS
BODY TEXT 1
BODY TEXT 1 BULLET 1
TRAINING
BODY TEXT 1
BODY TEXT 1 BULLET 1
CONTACTS
BODY TEXT 1
BODY TEXT 1 BULLET 1
DOCUMENTS DELIVERED
BODY TEXT 1
BODY TEXT 1 BULLET 1
INVOICES SUBMITTED
BODY TEXT 1
BODY TEXT 1 BULLET 1
Technical Assistance for Policy Reform II 17 CRA IT Application Development
1.10 Project Issues Form
PROJECT ISSUE FORM
Issue Title:
Prepared By:
Issue Date: Assigned Issue No.
A DOCUMENT ISSUE
Issue Type (check one)
Request for Information System Problem
Procedural Problem Other
Specify:
Issue Description:
Due Date:
Attachments (if any):
B RESEARCH ISSUE
Researcher: Researcher Completion Date:
Attachments (if any):
Researcher Comments:
Issue Recommendation:
Technical Assistance for Policy Reform II 18 CRA IT Application Development
PROJECT ISSUE FORM
Potential Impact (if not resolved)
Cost / Schedule Impact Analysis Required? Yes No
Resources Required Work Days / Cost
D RESOLVE ISSUE
Accepted Rejected Postponed
Escalated Deferred
Assigned to: Org./Dept.:
Assigned Priority: Planned Completion Date:
Final Comments:
E SIGNATURES
Name/Title Signature Date
Technical Assistance for Policy Reform II 19 CRA IT Application Development
1.11 Change Request Form
CRA IT APPLICATION DEVELOPMENT PROJECT
PROJECT CHANGE REQUEST FORM
A: GENERAL INFORMATION
CHANGE REQUEST NO. INITIATOR
STATUS TELEPHONE NO.
PRIORITY (H / M / L): ORGANIZATION:
DATE SUBMITTED: DATE EXPECTED:
CHANGE REQUEST
DESCRIPTION OF CHANGE:
B: EVALUATION RESULTS
FEASIBILITY EVAL. ASSIGNED BY: DATE ASSIGNED:
FEASIBILITY OF CHANGE:
COMPLETED BY: DATE COMPLETED:
IMPACT EVAL. ASSIGNED BY: DATE ASSIGNED:
IMPACT OF CHANGE:
COMPLETED BY: DATE COMPLETED:
C: RECOMMENDATION AND AUTHORIZATION
MANAGEMENT IMPLEMENTATION TEAM RECOMMENDATION:
REJECTED BY:
EXPLANATION FOR REJECTION:
AUTHORIZED BY:
EXPLANATION FOR IMPLEMENTATION:
20
Technical Assistance for Policy Reform II BearingPoint, Inc,
18 El Sad El Aali Street, 18th Floor, Dokki, Giza
Egypt Country Code: 12311
Phone: +2 02 335 5507 Fax: +2 02 337 7684
Web address: www.usaideconomic.org.eg
