CPIC and the Exhibit 300

Synopsis | Topics

Learn How to:

• Define capital planning and investment control and recognize when to apply CPIC to a capital asset
• Become familiar with the laws mandating CPIC and their link to your agency’s plans
• Relate the CPIC, capital programming, 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 and maintaining funding for your investment
• Apply all processes in the pre-select, select, control and evaluate phases, including planning, acquisition, life cycle cost-benefit analysis, alternatives analysis, enterprise architecture, risk management, earned value management, corrective action and baseline changes
• Manage all inputs and outputs of how to move between each phase of CPIC
• Recognize why the information needed on the Exhibit 300 is important and where to find it
• Exercise your expertise, lessons learned and hot tips in preparing the OMB Exhibit 300 submittal

Synopsis

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 case for these investments are summarized and submitted by your agency in the Exhibit 300 (E-300) for approval of funds. Unfortunately, many of the Exhibit 300s submitted by federal agencies are unsuccessful. How are the E-300s scored? Why is the information provided on the E-300 important to my project? These questions and others will be answered in CPIC and the Exhibit 300.

This course is designed for all federal employees who need to better understand the CPIC process, contribute data to the E-300, or actually prepare the E-300. If you are a project team member or want to work on major IT investments within your agency, this course is for you. It is also beneficial for any government contractor who needs to understand the budget process and 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 your everyday life 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 how to use its support documents and tools, primarily the Circular A-11, Part 7, Exhibit 300 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 300 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 300 back at your agency.

Topics

1. Capital Planning and Investment Control
1. Major investments and capital assets
2. IT portfolio management
3. IT project life cycle
4. CPIC life cycle
5. IT investment funding cycle
6. Capital programming life cycle
2. CPIC in Your Everyday Life
1. Laws mandating CPIC
2. Clinger-Cohen and E-Government
3. Agency plans associated with and use of CPIC
4. OMB Circular A-11 and A-130
5. Exhibit 300 submittal and scoring
6. Projects on the high-risk and watch lists
3. Pre-Select Phase
1. Purpose and questions to be asked in pre-select phase
2. Key inputs and outputs to move into the select phase
4. Select Phase
1. Purpose and questions to be asked in select phase
2. President's Management Agenda
3. Program Assessment Rating tool
4. Program manager qualifications
5. Estimated total life-cycle costs
6. Acquisition process
7. Performance information
8. Security and privacy
9. Enterprise Architecture
10. Key inputs and outputs to move into the control phase
5. Control Phase
1. Purpose and questions to be asked in control phase
2. Alternatives analysis
3. Risk management
4. Earned Value Management
5. Key inputs and outputs to move into the evaluate phase
6. Evaluate Phase
1. Purpose and questions to be asked in evaluate phase
2. Operational analysis
3. E-Government and multi-agency collaboration
4. Key inputs and outputs to move into the select phase
7. Wrap-up
1. Hot tips for Exhibit 300 submittals
2. General guidelines for business cases