SAMPLE. ABC Eco-IT. SR&ED Tax Credit Claim. ABC Eco-IT. Fiscal Year Ending Dec 31, (416) Telephone: (416)

Transcription

1 ABC Eco-IT SR&ED Tax Credit Claim ABC Eco-IT Fiscal Year Ending Dec 31, CRA Number: CRA Number: Telephone: (416) Fax: Fax: (416) Financial Financial Contact: Contact: Thomas Jeffery Jefferey Technical Contact: Website: Chris Johnson Website: Address: ABC Eco-IT Address: ABC 4678 Lake Eco-IT BLVD Suit 408 Suite Toronto, 408Ontario Toronto, L4M 6h7 ON L4M 6H7

2 ABC Eco-IT Table of Contents Project Summary... p. 03 Employee Summary... Labor Allocation... Expense Allocation... Audit Report - Labour... Audit Report - Expenses... List of Contractors... Visual Reports... p. 0 p. 0 p. 0 p. 0 p. p. p.

3 Project Summary Note: T661 Section 244 Omitted From This Report *Project Summary Unedited - Sample Data Only Mobile Transmission Protocol For BlackBerry Technological Advancements (240): Technological Obstacles (242): ABC Eco-IT sought to develop improved product design capabilities attempting to advance mobile file transmission capabilities in the field of Information Technology. ABC Eco-IT sought to develop a newly created product capable of disrupting the current Wide Area Network (WAN) protocols for the purposes of secured data transfer across the internet. Develop a mobile transmission that would disrupt mature conventional technologies for the secured transfer of data files over the internet and cell phone carrier networks. Improve efficiencies for transferring files by designing the architecture to utilize the least amount of bandwidth without affecting compression or encryption. The transmission must be completely scalable supporting all current BlackBerry operating systems including OS 5 and OS 6. Integrate Java and PHP programming language using a web enhanced Message Transmission Optimization Mechanism (MTOM) data transmission protocol and FASP resulting in higher efficiencies and lower costs. Develop a product that would eliminate the major failure mode associated with current MTOM, FTP protocols when exchanging and manipulating files over the internet. This product would significantly improve the reliability and speed of transmission of files from mobile devices. Incorporate new advancements for copying data files currently in use or left open by clients. Develop new data transmission protocols for backup processes that can support offshore clients or clients in poor reception that are restricted by high latencies directly affecting speed and successful completion of file transfer. The Mobile transmission protocol system would require new development using Mobile Java (J2ME) Although there are some commercially available libraries written for J2ME that perform a number of routine programming functions, there were none for J2ME capable of supporting the mobile transmission requirements. Market research revealed that no one had released any commercial libraries with MTOM and J2ME. How to integrate MTOM protocols with J2ME language for the purposes of transmitting secured data files across the internet? How to incorporate fail safe security processes, compression streaming, and scheduling features into the MTOM protocols? How to improve the speed of data transfer compared to conventional FTP or HTTP network protocols by more than 10%? What encryption methods will ensure data is protected on the client side and server side while data is being exchanged? How to develop intelligent protocols to identify and standardize the number of copied versions any client can store at any one time and keep recover overhead at a minimum? Is it possible to create multiple Backup versions throughout the business day, 3 or 4, versus just one session during off hours? How will this affect the speed, encryption, and compression capabilities of the mobile transmission system? How to improve existing data transmission protocols for mobile transmission processes that can support offshore clients restricted by high latencies? What hardware configurations are required to ensure the system is robust, scalable, and highly available from all parts of the world? What testing methodologies would be needed to validate the MTOM protocols, features of the systems, and hardware configurations? Work Performed (244): In May 2010, OS 6 was introduced. Systematic testing performed on the existing design/architecture confirmed compatibility issues. Experimental trials concluded the security permissions have changed and some libraries will need updated. Extensive testing was performed to improve the efficiency of the bit/block level file transferring system. Operations research was conducted on block level transfer. When changes are made to a file, the system notes which block was changed and will only backup that block. This resulted in problems with the /outlook system as files are accessed randomly for indexing which occurs at the beginning of the file. The recognition of data or corresponding blocks is compromised even though efficiencies in speed were higher. As a result, this concept was abandoned. Testing commenced on the file system filter driver to determine if the system can call on the filter to gather the information needed and log what needs to be picked up to support incremental file copy. The system filter driver was designed to examine all Input and Output operations as they happen and sits locally on the device in a sql-lite database. It then writes down to a local database the changes. This process step takes place before the file is encrypted or backed up. This requires that we make the data seamless locally and examine and review it before sending the file from the client. Design modifications were made and experimental testing is on-going. Testing was performed with Java to determine if we could accomplish multiple triggers of scheduling a backup to occur in one day. Internet speeds are not symmetrical (the download is faster than the upload) which affects efficiency during backup sets and the potential to overlap. Overlapping backup sets would generate failure modes affecting the attempt at multiple backup sets per day. Testing continues into 2010 at this point. How many versions of a file a person can keep. If we start with the core block (entire file), then there are probably daily changes which can t be combined because the files are encrypted and compressed on the server. The customer wants two copies and we cannot prevent or manage this because you get differentials of the previous blocks at different times. Currently, when there are more than two files the older versions are deleted. Revision dates cannot be set. When information is needed, the customer may need to upload the whole file and combine them. This decreases the re-store efficiency because of the number of partials. A new process would require development to allow efficiencies in re-store. Files must be analyzed and a logical method developed for storing all the information about the files. This would create intelligence behind how the system recognizes specific information that is isolated and retrieved by the customer. ABC Eco-IT design work was required which resulted in changes to the existing databases and affected the upload. The re-design to the system resulted in improved file upload efficiencies (based on bandwidth, speed and storage). Page 3 / 12 Page 3/13

4 Project Summary FOS Code (206): Total Labour: Research was also conducted on long distance transmission issues due to the TCP protocol. One option is to launch multiple servers in multiple locations, however this is not efficient. A second option evaluated was a new protocol FASP company called Aspera. FASP typically sends 1-5 large files. This has not yet been fully tested. A separate application was developed to communicate with Aspera. The protocols were tested to confirm whether integration with a separate application was technically feasible. The results concluded Aspera, under good latency, is slightly slower than MTOM protocols 1436 hours Note: Complete Project List Not Shown Page Page 4 / 4/13 12

5 Employee Summary Name Name Role Role Hourly Avg. Hourly RoleRate Total SRED Hourly Hours Rate Total Hours SRED Per Hours Year Barnard, John Technician Technician Bryant, Ryan Mobile Application Developer Mobile Application Developer Fairweather, William Systems Engineer Systems Engineer Francois, Bob Research Research Jackson, Stephanie Office Administrator Office Administrator Jameson, Mike Database Design Engineer Database Design Engineer Jamison, Steven Technician Technician Johnson, Bernie Manager Manager Johnson, Tamara Designer/Developer Designer/Developer Jones, Barabara Animation Designer Animation Designer Jones, Ronald Owner Owner Jones, Stevie Manager Manager Jones, Matthew Developer Developer Mayers, Jeremy Labourer Wingman Wingman Peters, Jeff Electrical Engineer Electrical Engineer Smith, Joey Software Engineer Software Engineer Smith, Bob Technician Technician Smith, John Labourer Labourer Smith, Trevor Senior Development Manager Senior Development Manager Vandermayen, Blake Developer Developer Williams, Bobby Service Tech Service Total SRED Hours: 23, Total Hours: 41, Page Page 6 / 5/13 32

6 Labour Report January 1, December 31, 2010 Employee Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Hours Wage Barnard, John ,205.0 $28, Bryant, Ryan ,644.0 $27, Fairweather, William ,556.0 $70, Francois, Bob $13, Jackson, Stephanie ,067.0 $29, Jameson, Mike $23, Jamison, Steven ,118.0 $11, Johnson, Bernie $7, Johnson, Tamara $28, Jones, Barabara ,182.0 $37, Jones, Ronald ,321.5 $65, Jones, Stevie ,393.0 $62, Jones, Matthew ,021.0 $45, Mayers, Jeremy ,140.0 $22, Peters, Jeff ,118.0 $39, Smith, Joey ,017.0 $33, Smith, Bob $25, Smith, John ,105.0 $22, Smith, Trevor ,148.0 $67, Vandermayen, Blake ,206.0 $35, Williams, Bobby ,097.0 $27, All Projects Totals: 23, $726, Ontario With Proxy: (1.685) $1,224, Estimated ITC: $508, Page Page 7 / 32 6/13

7 Expense Report January 1, December 31, 2010 Expense Type Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total Capital 95% 90% R & D $6, $0.00 Design Costs $4, $0.00 Leasing Costs $18, $0.00 MRO Supplies $2, $7.00 Proto Material Costs $13, $14.99 Scrap Costs $1, $9, Specialty Materials $8, $0.00 Subcontract Invoices $95, $40, All Projects Total: $102, $97, Page Page 8 / 32 7/13

8 Audit Report - Labour January 1, December 31, 2010 All Projects Date Employee Project Objective Evidence Date Added Hours Bryant, Ryan Application Testing of X10 Automated Controls Record of Trial Runs :39: Fairweather, William Application Testing of X10 Automated Controls Test Protocols, Test Data, Measurement :32: Jameson, Mike Application Testing of X10 Automated Controls Record of Trial Runs :11: Investigated X10 SDK and became familar with technology required Smith, Trevor Application Testing of X10 Automated Controls :11: Investigated X10 SDK and became familar with technology required Peters, Jeff Application Testing of X10 Automated Controls :11: Investigated X10 SDK and became familar with technology required Jones, Matthew Application Testing of X10 Automated Controls Test Protocols, Test Data, Measurement :11: Investigated X10 SDK and became familar with technology required Jones, Ronald Application Testing of X10 Automated Controls :11: Investigated X10 SDK and became familar with technology required Jones, Barabara Application Testing of X10 Automated Controls Record of Trial Runs :11: Investigated X10 SDK and became familar with technology required Jackson, Stephanie Insteon SDK Testing & Integration Record of Trial Runs :37: debugged application process Jackson, Stephanie Application Deployment for Android Compatible Phones :50: Fairweather, William Application Testing of X10 Automated Controls Project Planning Documents :33: Jones, Stevie Application Testing of X10 Automated Controls :32: Jackson, Stephanie Application Testing of X10 Automated Controls :13: Jones, Barabara Application Testing of X10 Automated Controls Record of Trial Runs :13: Jackson, Stephanie Application Deployment on IPhone :52: determined consumption values and overhead Jameson, Mike Application Testing of X10 Automated Controls Test Protocols, Test Data, Measurement :13: Smith, Trevor Application Testing of X10 Automated Controls Record of Trial Runs :13: Jones, Matthew Application Testing of X10 Automated Controls :13: Bryant, Ryan Application Testing of X10 Automated Controls :33: Vandermayen, Blake Application Testing of X10 Automated Controls :13: Jones, Ronald Application Testing of X10 Automated Controls :13: Peters, Jeff Application Testing of X10 Automated Controls :13: Fairweather, William Application Testing of X10 Automated Controls Test Protocols, Test Data, Measurement :35: Bryant, Ryan Application Testing of X10 Automated Controls :34: Johnson, Tamara Application Testing of X10 Automated Controls Record of Trial Runs :13: Jackson, Stephanie Applicaton Deployment On BlackBerry OS :53: Fairweather, William Application Testing of X10 Automated Controls :35: Bryant, Ryan Application Testing of X10 Automated Controls :35: Page Page 9 / 8/13 32

9 Audit Report - Labour January 1, December 31, 2010 All Projects Date Employee Project Objective Evidence Date Added Hours Bryant, Ryan Insteon SDK Testing & Integration Record of Trial Runs :56: Barnard, John Insteon SDK Testing & Integration Test Protocols, Test Data, Measurement :56: Jackson, Stephanie Insteon SDK Testing & Integration Record of Trial Runs :28: Bryant, Ryan Application Testing of X10 Automated Controls :56: Bryant, Ryan Application Testing of X10 Automated Controls Test Protocols, Test Data, Measurement :56: Bryant, Ryan Application Testing of X10 Automated Controls :57: Jackson, Stephanie Application Deployment on IPhone :32: Bryant, Ryan Energy Consumption Reporting Photographs and Videos :58: Fairweather, William Insteon SDK Testing & Integration Design of Experiments :03: Fairweather, William Web Portal Control of Devices :19: debugged application process Jones, Stevie Application Testing of X10 Automated Controls :25: Bryant, Ryan Application Testing of X10 Automated Controls Record of Trial Runs :07: Jackson, Stephanie Applicaton Deployment On BlackBerry OS 5 Test Protocols, Test Data, Measurement :55: Jackson, Stephanie Insteon Power Consumption Methods Record of Trial Runs :58: Jones, Stevie Application Testing of X10 Automated Controls :27: Fairweather, William Development of Application Controller :20: Bryant, Ryan Application Testing of X10 Automated Controls Photographs and Videos :08: Fairweather, William Applicaton Deployment On BlackBerry OS 5 Design of Experiments :22: Jackson, Stephanie Web Portal Control of Devices Record of Trial Runs :08: Bryant, Ryan Application Testing of X10 Automated Controls Test Protocols, Test Data, Measurement :08: Jameson, Mike Application Deployment on IPhone Record of Trial Runs :55: Jones, Matthew Application Deployment on IPhone :55: Vandermayen, Blake Application Deployment on IPhone :55: Jackson, Stephanie Insteon SDK Testing & Integration :12: Fairweather, William Applicaton Deployment On BlackBerry OS :25: debugged application process Bryant, Ryan Application Testing of X10 Automated Controls Test Protocols, Test Data, Measurement :11: Fairweather, William Applicaton Deployment On BlackBerry OS 5 Record of Trial Runs :25: determined consumption values and overhead Jackson, Stephanie Applicaton Deployment On BlackBerry OS :14: determined consumption values and overhead Bryant, Ryan Application Testing of X10 Automated Controls :12: Jackson, Stephanie Insteon SDK Testing & Integration :14: debugged application process Bryant, Ryan Application Testing of X10 Automated Controls Photographs and Videos :12: Fairweather, William Web Portal Control of Devices Design of Experiments :27: Jackson, Stephanie Development of Application Controller Record of Trial Runs :38: debugged application process Bryant, Ryan Application Testing of X10 Automated Controls Record of Trial Runs :14: Fairweather, William Insteon Power Consumption Methods :28: determined consumption values and overhead Jones, Barabara Energy Consumption Reporting :55: Note: Complete Audit Report Not Shown Page Due 12 / To 32 Size

10 Audit Report - Expenses January 1, December 31, 2010 All Projects Date Employee Project Objective Evidence Date Added Cost Barnard, John Application Deployment on IPhone None :50: Bryant, Ryan Applicaton Deployment On BlackBerry OS 5 None :02: Blackberry SDK Bryant, Ryan Application Deployment for Android Compatible Phones None :01: Google's Androids SDK Bryant, Ryan Applicaton Deployment On BlackBerry OS 5 None :01: Iphone SDK Bryant, Ryan Applicaton Deployment On BlackBerry OS 5 None :00: Blackberry SDK Bryant, Ryan Application Testing of X10 Automated Controls None :31: Bryant, Ryan Application Testing of X10 Automated Controls None :42: Jameson, Mike Application Testing of X10 Automated Controls None :41: Bryant, Ryan Application Testing of X10 Automated Controls None :41: Bryant, Ryan Application Testing of X10 Automated Controls None :43: electrical panel Bryant, Ryan Application Testing of X10 Automated Controls None :30: Barnard, John Design Engineering of Outdoor Appliances None :49: Barnard, John Insteon SDK Testing & Integration None :48: Barnard, John Application Deployment for Android Compatible Phones None :49: Barnard, John Applicaton Deployment On BlackBerry OS 5 None :50: Note: Complete Expense List Not Shown Page Page 2910/13 / 32

11 List of Contractors Company Contact Phone Expense Cost JW Electrical Engineers Whayne Mason (905) $22, Mobile Consulting Steven Mackenzie (905) $41, RT Electric Tim Fast (416) $31, Page Page 3011/13 / 32

12 Visual Reports Employee Hours Months of Labour Page Page 3112/13 / 32

13 Visual Reports Month of Expenses Hours in Projects Page Page 3213/13 /