CPIC Boot Camp DC - June 2018

This event qualifies for 16 CLPs

This event qualifies for 16 CPP, CPP-I, C2AI

*SAVE $50 via GovEvents on Registration fee 

Learn first hand about the many new changes just announced to CPIC!

In May of 2017, OMB introduced a new model for the Administration's pulse check on investment health and performance - compliance with Technology Business Management (TBM). As the new Administration makes it's mark on the Federal IT modernization and performance criteria for the federal government, TBM provides a newer framework and methodology for cost accounting in IT Cost Towers. This amends cost structures that report based upon operations, maintenance, development, modernization and enhancements.


TBM reporting began in 2017 for Fiscal Year 2019, and shall continue into 2020 and 2021. Prior reporting and CPIC efforts DID NOT INCLUDE this mandate and there have been many reporting changes with the Administration's first reporting cycle with many more expected to come.


The Introduction to CPIC and a Review of the Exhibit 300s / Annual IT Management and Budget Report (AITBMR) course & seminar introduces the changes to the process and introduces the new business case report criteria. It delves into the monthly reporting requirements which now accompany the annual budget justification and submittal and the tools like OMB max system, Folio ( next generation e-CPIC), and the Federal IT Acquision Reform Act (FITARA) as well. There are 1, 2, 3 and 4 day versions of this course - this class is the 2 day introduction or refresher course for those practitioners who have responsibilties related to timely reporting and compliance of business cases and the affiliated processes and practices such as: Governance, portfolio management, investment management, project management, capital planning, budgeting, etc.


The Introduction to CPIC and a Review of the Exhibit 300s seminar will teach you 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 you will discuss which types of projects are defined as "Major" investments and how the new Administration has changed the way we are gathering, measuring, reporting and monitoring performance via the "IT Dashboard".


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


Throughout the seminar, we will discuss 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 your CPIC efforts. Day one emphasizes an in-depth review of CPIC tenets and practices, Day 2 reviews the Exhibit 300 forms per the latest OMB Circular No. A-11 requirements line-by-line, question-by-question. Up to four (4) days with Capital Planning Professional (CPP) Certification exam preparation are available through Zen Federal LLC.


This two-day seminar is facilitated by a Capital Planning Professional Certified Instructor. (CPP-I). This course counts towards Federal Acquisition Certification (FAC) electives, the Capital Planning Professional Certification (CPP) application and/ or electives, as well as can be self-reported with the attendance certificate for other professional, project and program management certification continuing education requirements. It represents sixteen (16) Continuous Learning Points (CLPs).



  • Changes to Special Terms
  • Review of the newest business case and it's requirements
  • Introduction to the Technology Business Management concepts
  • Deviations from reporting on Mixed Life Cycle as well as Operations & Maintenance
  • Reporting at the PROJECT level - emphasis on reporting project execution data below the investment level to work breakdown structure level three.
  • Work Breakdowns, identifying project execution sub activity baselines, cost and performance targets
  • Re-Integration of Risk Management reporting 
  • Reporting Operational Activities according to the new guidance
  • Updates to Alternatives Analysis criteria
  • Discussion and review of artifacts and audits


  • Understand the key tenets of CPIC; what it is and why we have to do it!
  • Understand the reporting requirements as they pertain to the OMB Circulars and Memoranda.
  • Understand an Exhibit 300/ Business Case /AITBMR and why/ how the report changes each year.
  • Understand how compliant program management practices can produce a compliant and "passing" Exhibit 300/ BUsiness Case as an "output".
  • Understand the prerequisites for applying CPIC to a program/project/investment; how and when does the requirement to complete a business case apply.
  • Define the role of government in Exhibit development and reporting versus that of a contractor.
  • Introduce the "IT Dashboard" and discuss its purpose, and the monthly reporting requirement that has been added by OMB.
  • Understand the role of cost & schedule to CPIC reporting and what impacts significant variances can cause in your reporting.
  • Understand the roles in CPIC of the Federal Acquisition Regulations (FAR), the OMB Capital Planning Guide, and the OMB No. Circular A-11.
  • NEW - in some classes, by request, we will introduce a tool module on eCPIC, Oracle Primavera and other CPIC tools. Inquire today!
  • Discuss resources that are available to help with continued professional education and CPIC certification.
  • Discuss laws, Regulations, Guidance, Circulars and Guides that impact program and project managers with respect to compliance and audit drivers.

Guest lecturers are often arranged for special topics.


We offer Continuous Educational Units (CEUs) which we also call Continuous Learning Points (CLPs) that count towards Federal Acquisition Certification federal standards and Capital Planning Professional educational standards. Attendees may self-report their education to the Project Management Institute for conversion to PDUs, to cover continuing educational or elective credits that are applicable to certification maintenance, such as for the PMP - Project Management Professional Certification. The Project Management Institute maintains a conversion chart on their website for these purposes. 

Speaker and Presenter Information

Janelle Moore is presently the Executive Director of the Federal Capital Planning & Investment Control (CPIC) Forum. Janelle works directly for CIO Program Management Offices (PMOs); directing and supporting senior management with their portfolio management, information technology (security) and capital planning investment initiatives. Also a published author, Janelle has written extensively for clients and as an advocate for military and special needs families; producing white papers, all facets of proposal support, technical requirements, Capital Asset business case justifications, Capital Portfolio Investment Control documents and a variety of governance documentation products for Congressional reviews. Janelle is co-author of the Capital Planning and Investment Control Guidebook, The Wounded Warrior Handbook ("The Red Book"), The Wounded Warrior Handbook Second Edition, Life After The Military: A Handbook For Transitioning Military, Special Needs Families In The Military: A Resource Guide, The Military Marriage Manual. Janelle is a graduate of East Carolina University, National Defense University, and Syracuse University; with a B.A. degree in Philosophy and Business Administration and a Masters of Science in Information Management from Syracuse University. Janelle holds a Masters of CIO Studies Certificate, Masters of Information Assurance Certificate and two additional CIO Certificates from National Defense University and General Services Administration (GSA). Janelle holds GRC, CGEIT, CPP, and CPP-I certifications.


Shawn Battle is presently serving in the capacity of co-chair of the CPIC Forum's Certification & Education Special Interest Group (SIG), is a CPP-I certified instructor and has joined the TBM Council among other qualifications and credentials.

Expected Number of Attendees


Relevant Government Agencies

Air Force, Army, Navy & Marine Corps, Intelligence Agencies, DOD & Military, Office of the President (includes OMB), Dept of Agriculture, Dept of Commerce, Dept of Education, Dept of Energy, Dept of Health & Human Services, Dept of Homeland Security, Dept of Housing & Urban Development, Dept of the Interior, Dept of Justice, Dept of Labor, Dept of State, Dept of Transportation, Dept of Treasury, Dept of Veterans Affairs, EPA, GSA, USPS, SSA, NASA, Other Federal Agencies, Legislative Agencies (GAO, GPO, LOC, etc.), Judicial Branch Agencies, State Government, County Government, City Government, Municipal Government, CIA, FEMA, Office of Personnel Management, Coast Guard, National Institutes of Health, FAA, Census Bureau, USAID, National Guard Association, EEOC, Federal Government, State & Local Government, FDA, Foreign Governments/Agencies

This event has no exhibitor/sponsor opportunities

Mon-Thu, Jun 18-21, 2018, 8:00am - 4:30pm


Government:  $3225.00
GovEvents Member Price: $3175.00
Contractors:  $3750.00
GovEvents Member Price: $3700.00

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Federal CPIC Forum
Zen Federal LLC

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