Capital Planning & Investment Control (CPIC)

Roadmap to CPIC Compliance

Click buttons below to download CPIC August 5-6 Training Course Materials

CPIC 300 by 2012 99% Exhibit 300 99% Exhibit 53 a & b
Cpic framework Cpic framework Cpic framework
     
     

Course Dates

Training Course Location
Oct 12-13, 2010
501 W. Broadway St., Suite 800, San Diego, CA 92101
Jan 11-12, 2011
1455 Pennsylvania Ave. N.W. Suite 400 Washington, DC 20004
Mar 22-23, 2011
 501 W. Broadway St., Suite 800, San Diego, CA 92101
May 17-18, 2011
1455 Pennsylvania Ave. N.W. Suite 400 Washington, DC 20004
Aug 23-24, 2011
501 W. Broadway St., Suite 800, San Diego, CA 92101
Oct 18-19, 2011 1455 Pennsylvania Ave. N.W. Suite 400 Washington, DC 20004

This course is available for On-Site Training. We will bring this course to your agency or company.
Contact Don Dickson, On-Site Training Manager at (301) 455-5633 or Don.Dickson@GovernmentTrainingInc.com

Accreditation

This course is recommended for 16 CLPs and is designed to fulfill a DAWIA, FAC-C Level II elective, or FAC-P/PM requirements. Students may receive a Federal Concierge signed certificate of completion if requested by the client.

This course is approved and applicable towards the Capital Planning Professional Certification.

The instructor for this course is a Certified Instructor authorized to teach courses that qualify students for Capital Planning Professional eligibility.

About this course

This CPIC training seminar explains the key tenets behind OMB Circulars and the GAO’s Information Technology Guide as requiring the use of CPIC. During this lecture-based and discussion-enriching seminar we discuss which types of projects are defined as “Major” investments and how the new Administration is/ will be requiring, measuring and monitoring performance via the “IT Dashboard”.

We discuss the requirements and compliance issues surrounding the laws driving and enabling Capital Planning, investment control, performance-based contracting, enterprise architecture and portfolio management. We emphasize the importance of establishing and reporting credible cost, schedule and performance data for reporting within the context of demonstrating performance in the Exhibit 300.

Intertwined throughout the seminar are discussions on the common compliance challenges for contractor-led work versus government-led work, which CPIC and Exhibit 300 efforts may be appropriately designated for contractor support versus inherently governmental roles, and how tools may support or enhance CPIC efforts where applicable. There are three day-long modules of the course. Day one emphasizes an in-depth review of CPIC tenets and practices, Day 2 reviews the Exhibit 300 form per the latest A-11 Part 7 requirements line-by-line, question-by-question.

Learning Objectives

  1. Understand the key tenets of CPIC; what it is and why we have to do it!
  2. Understand the reporting requirements as they pertain to the OMB Circulars and Memoranda.
  3. Understand an Exhibit 300 and why/ how the report changes each year.
  4. Understand how compliant program management practices can produce a compliant and “passing” Exhibit 300 as an "output".
  5. Understand the prerequisites for applying CPIC to a program/project/investment; how and when does the requirement to complete an Exhibit 300 or an Exhibit 53 apply.
  6. Define the role of government in Exhibit development and reporting versus that of a contractor.
  7. Introduce the "IT Dashboard" and discuss it’s purpose.
  8. Understand the role of cost & schedule to CPIC reporting and what impacts significant variances can cause in your reporting.
  9. Understand the roles in CPIC of the FAR, the OMB Capital Planning Guide, and the OMB Circular A-11.
  10. Discuss resources that are available to help with continued professional education and CPIC certification.
  11. Discuss laws, Regulations, Guidance, Circulars and Guides that impact program and project managers with respect to compliance and audit drivers.
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Course Syllabus


Module 1: CPIC Select/ Control / Evaluate
  • Discuss the basics; definitions of a Project, an investment, a Major/ Supporting/ Tactical Investment
  • Identify OMB’s thresholds for determining a Major Program
  • Identify the Part/ High Risk List/ Management Watch list and discuss how these tools are used as part of a larger OMB compliance evaluation, and discuss how these tools are being changed by the new Administration
  • Identify the OMB Max system and discuss how the Max system is being used.
  • Identify the IT Dashboard and discuss how the Dashboard is being used.
  • Conduct a thorough walkthrough of the GAO ITIM phases: Select, Control, Evaluate.
  • Discuss “Pre-Select” phase as a subset of the Select Phase.
  • Explain IT investments as federal budget line items by UPI code, and define the “Why” of the Exhibit 300 and the CPIC life cycle.
  • Explain the Exhibit 300 reporting cycle versus the CPIC life cycle and how the two fit together.
  • Explain the differences between and Exhibit 53 and an Exhibit 300 and when each is used.
  • Discuss the requirements and compliant program management rigor required of successful IT Capital Planning and investment control.
  • Present a whiteboard exercise to demonstrate proper alignment of the FAC-P/PM certification requirements to agency-specific Program manager and Contracting officer certifications, as well as alignment with the PMP, Prince2 and other relevant certifications.
  • Discuss what is needed to develop a fully compliant Exhibit 300 using CPIC guidance
  • Identify the CPIC Driving and Enabling legislation.
  • Understand how to apply CPIC for internally lead work versus work lead by contractors.

Module2: Understanding the Exhibit 300

You will learn, in this course, what the OMB Exhibit 300 business case is and how it's central to all things you want to succeed in doing – as well as the updates as they become available for the revisions to the Office of Management & Budget Circular A-11, specifically Part 7 Section 300 and any reporting impacts associated with those annual changes.

This workshop will give you the management and subject matter expert's secrets, tools, tips and exposure to Capital Planning and to the OMB Exhibit 300 form. This course includes a line-by-line form review of any updates based upon OMB revisions.

  • Identification of Parts 1,2,3 and 4.
  • Explain what each part of the OMB 300 represents, and which two parts each investment will complete.
  • Discuss the agency’s CPIC reporting tool (ProSight, eCPIC, or other tool).
  • Discuss OMB’s requirement for XML validation.
  • Discuss field limitations; short/ medium/ long text answers and what is permissible.
  • Discuss “theme-ing” the Exhibit 300
  • Discuss who participates in an Exhibit 300 and how to source data to the document.
  • Discuss recent revisions to the A-11, Part 7 (Which may add to or subtract from this review, pending new changes being released in the July/ August 2009 timeframe).
  • Identify and review all sections
    • - Part 1, General Descriptions and all related sub-sections
    - Parts 2 & 4, General Descriptions and all related sub-sections.
    - Part 3, General Descriptions and all related sub-sections.
  • Identify Supplemental Documentation and artifacts
  • Explain how OMB has historically applied evaluation and scoring techniques
  • Identify opportunities, tips, tools, hints and explanations of the “what” and the “why” of each question and section.
  • Explain or reference appropriate guidance, policy, standards, guidance, certifications, or other materials as they pertain to the requirements or level-of-effort required in each section or question of the Exhibit.

About your Instructor


Janelle “JB” Hill - Janelle is the President and Lead Consultant of PBS Marketing / Federal Concierge LLC.

JB is a Premier Instructor with Government Training Inc. In this capacity, she has demonstrated consistent excellence in training based on student evaluations of his…

- Knowledge of the Subject
- Ability to instruct – Quality of instruction
- Ability to maintain student interest
- Responsiveness to student inquiries

JB also serves as the Director of the Federal CPIC Forum. JB has performed the role of Senior Analyst (Subject Matter Expert or SMEIII) within DHS Citizenship and Immigration Services, DHS Transportation Security Administration, The HHS Centers for Disease Control and the Veterans Health Administration in support of Capital Planning and Investment Control (CPIC) initiatives.

JB has provided a full range of CPIC-related consulting support and strategic planning in the areas of information assurance, risk management, budget evaluation and analysis, as well as support and direction for a wide variety of multi-agency collaboration activities. For these agencies and many others, JB has written and improved OMB Exhibit 300s for capital investments, supported development of Exhibit 53 (budget) documents, as well as developed presentations and supporting documentation for a Supplemental Budget Requests for Congress.

JB routinely performs IT Portfolio reviews for agencies and develops the strategic and tactical recommendations for remediation of weak compliance areas. JB routinely trains for a variety of clients on the topics of CPIC and OMB Exhibit 300s.

JB is a contributing author to the CPIC Guidebook and the Wounded Warriors Guidebook. JB is a proud Alumna of East Carolina University, National Defense University and Syracuse University, as well as a United States Marine Corps Key Volunteer and an advocate of special-needs children.
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Student Comments about this Instructor


“This should be a mandatory course for PM’s and all stakeholders when investments are selected and the process of the E300 begins. It would give everyone and understanding of the process”. IRS

“This course is very informative on the CPIC process. Practical. High value. I was able to collect pages of tips for future 300 development”. USDA

“Janelle brings to this course a sense of high interest and personal energy. The content and instructor were first class.” DHS

Student Fee


This is a 2-day course

NOTE: This course is eligible for 2 for 1 pricing. Click here to obtain information on special pricing for this course.
  • Government: $995.00
  • Corporate: $1,095.00

How to register

Registrations are payable by Visa, American Express, MasterCard, Discover, check or government purchase order.

Download our registration form and FAX or Mail to:

Dave Dickson
Government Training Inc.
20842 Derrydale Square
Sterling, VA, 20165
FAX: 703-406-4870

Course Schedule

  • Registration begins at 8:00 am
  • Class begins at 8:30am
  • Class ends at 4:30pm
  • There are several 10-15 minute breaks throughout the day.
  • Lunch generally begins at 12:00pm and lasts approximately 1 hour


GTI Cancellation Policy

You may designate a substitute in writing any time before the course.

Cancellation requests must be sent in writing (email or fax) and will be subject to a $100.00 processing fee. No cancellations or transfers are accepted within 2 (two) weeks prior to the course start date or later.

PLEASE NOTE: No shows will be liable for the entire registration fee. In the rare occasion that a course is cancelled or postponed, please note our reimbursement is limited to paid tuition only.

We're sure you'll be satisfied with the content of our courses. If you're not, please tell us why in a brief letter and we will credit your investment towards another Government Training, Inc. course….You risk nothing!

Should you have additional questions, please contact customer service at 703-622-1187 or customer.service@governmenttraininginc.com

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