CPIC and the Exhibit 300 (ESI updates this course based on OMB circular A-11.)

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Define capital planning and investment control (CPIC) and recognize when to apply it to a capital asset or to a government program

Discuss the laws mandating CPIC and their linkages to your agency’s plans

Relate the CPIC, capital programming, the performance improvement life cycle, investment funding, and IT project life cycles to one another

Identify and use the supporting documents and tools from the Office of Management and Budget (OMB) in –
   - Obtaining, justifying, and maintaining funding for your investment
   - Accurately representing your invest

Apply all processes in the Select, Control, and Evaluate phases, including planning, acquisition, life-cycle cost formation, alternatives analysis with cost-benefit analysis, enterprise architecture (EA), risk management, earned value management (EVM), corrective action, and baseline changes

Describe the performance improvement life cycle

Manage all inputs and outputs of how to move between each phase of CPIC

Identify why the information needed on the Exhibit 300 is important and where to find it

Navigate the current OMB Exhibit 300 form

Exercise your expertise, lessons learned, and hot tips in preparing the OMB Exhibit 300 submittal
Course Credits
Course CPE
25
Course PDUs
21.0
Course CEUs
2.1

** Important: Credits may vary by delivery method, click here for more information

What can you do to ensure your IT capital investments receive funding? All federal agencies must seek approval and funding for their IT Capital investments through the Office of Management and Budget (OMB). The business cases for these investments are summarized and submitted by your agency in the Exhibit 300s (E-300) for justification, compliance evaluation and continued approval of funds. Why is the information provided on the E-300s important to my project? Why do I have to submit the E-300s and when? These questions and others will be answered in CPIC and the Exhibit 300.

This course is designed for all federal employees and government contractors who need to better understand the CPIC process, contribute data to the E-300s, or actually prepare the E-300s. If you are a project team member or want to work on major IT investments within your agency, this course will help you gain the knowledge and insight needed to accurately report an investment. It is also beneficial for any professional who needs to understand the budget process and the “CPIC language.”

CPIC and the Exhibit 300 provides you with a greater understanding of the laws and purpose of the capital planning process and perhaps, more importantly, how CPIC fits into everyday practice at your agency. You will review what questions you should ask when your project is in each phase of CPIC life cycle. And, you’ll discuss the role of the OMB and the role of a programs support documentation. You will learn about a number of guidance documents and requirements, primarily the Circular A-11, part 7, Exhibit 300a and b, and the A-130.

In this course, you will gain valuable insight to the importance of planning, alternatives analysis, risk management, earned value management and corrective actions. You will also learn to recognize the significance of your investment’s total estimated life cycle costs and to appreciate the growing importance of your investment’s performance information and adherence to security and privacy laws.

Through a hands-on case study, you will work with your team to troubleshoot the changes in your IT investment, the impact of new requirements on your Exhibit 300s submission, when your investment’s life cycle has shifted and how to get involved in multi-agency collaboration. You will have many opportunities for cross-agency learning of “how CPIC is done” and be provided hot tips on how to successfully complete your Exhibit 300s back at your agency.

Recent updates to the course include the incorporation of the 2011 updates to CPIC process and the Exhibit 300s.

Unit 1: Capital Planning and Investment Control (CPIC)

  • What is CPIC?
  • When is your project a major investment?
  • What is a capital asset?
  • Threshold for IT Capital Asset Planning
  • IT portfolio management (ITPFM)
  • GAO ITIM framework
  • Performance Improvement Life Cycle
  • CPIC life cycle
  • IT Systems Development Life Cycle
  • IT investment and funding cycles
  • Capital programming life cycle
  • Developing the business case
  • Understanding the business case and life cycle placement

Unit 2: CPIC and Performance  Improvement

  • Purpose and history of CPIC
  • Clinger-Cohen and E-Government Acts
  • Agency use of and plans associated with the CPIC
  • Agency strategic plan
  • The IRM strategic plan and IT capital plan
  • Critical factors for IT project success
  • Project manager’s roles and responsibilities
  • CPIC processes
  • Importance of artifacts and supplemental documents
  • Artifact audit risk
  • OMB Circulars A-130, A-11, A-76, and A-94
  • Exhibit 300s
  • Anomalies or exceptions to the exhibit 300
  • Evaluating the Exhibit 300 
  • CPIC compliance evaluation
  • OMB IT Dashboard
  • OMB Circular A-11, Part 7, Section 300
  • Exhibit 53
  • Performance improvement

Unit 3: Select Phase

  • Purpose of and questions to be asked in the Select phase
  • Artifact development
  • Levels for IT projects
  • Program/project manager qualifications
  • Total estimated life-cycle costs
  • Summary of funding
  • Acquisition/contract strategy
  • Cost, schedule, performance and the Select phase for IT
  • Federal enterprise architecture (FEA)
  • FEA reference models
  • Performance information for non-IT
  • Key inputs, outputs, and stakeholders of the Select phase

Unit 4: Control Phase

  • Purpose of and questions to be asked in the Control phase
  • Quality assurance plan (QAP)
  • Alternatives analysis
  • Risk management
  • Earned value management (EVM)
  • Importance of E-Government
  • E-Government and multi-agency collaboration
  • Key inputs, outputs, and stakeholders of the Control phase
  • Unit 5: Evaluate Phase
  • Purpose of and questions to be asked in the Evaluate phase
  • Operational analysis
  • Key inputs, outputs, and stakeholders of the Evaluate phase

Unit 6: Business Case Summary – Exhibit 300s

  • IT investment business case
  • Business case summary
  • OMB Circular A-11, Part 7 (Section 300) overview
  • Section C: Summary of Funding (Budget Authority for Capital Assets)
  • Section D: Acquisition/contract strategy (all capital assets)
  • OMB Guidance for Exhibit 300B
  • IT portfolio management
  • Exhibit 53 and the IT investment portfolio
  • Exhibit 53A and 53B

Unit 7: Wrap-Up

  • CPIC hot tips
  • General guidelines for the business case Exhibit 300

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CPIC and the Exhibit 300
Early Bird Promotion. Expires 6/30/12. Full Price $1945. Price reflects offer.
$1595.00 (USD)
Detailed Schedule Information Aug 27 - 29, 2012 Public Classroom Washington, DC
CPIC and the Exhibit 300
Early Bird Promotion. Expires 8/31/12. Full Price $1945. Price reflects offer.
$1595.00 (USD)
Detailed Schedule Information Dec 10 - 12, 2012 Public Classroom Washington, DC
** All times are local to where the class is held unless otherwise noted.