Introduction to CPIC & a Review of the Exhibit 300s - March 2013


This event qualifies for 16 CLPs


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

In late April 2011, OMB introduced two new forms, the Exhibit 300 (a) and Exhibit 300 (b) which comprise a new model for the Administration's pulse check on investment health and performance.  The Introduction to CPIC and a Review of the Exhibit 300s seminar introduces the changes to the process and introduces the new Exhibits, "Capital Asset Summary and Performance Measurement Report" - the 99% solution. It delves into the monthly reporting requirements which now accompany the annual budget justification and submittal.

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.

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 A-11 Part 7 requirements line-by-line, question-by-question. Up to four (4) days with Capital Planning Professional (CPP) Certification exam preparation are available through Federal Concierge. 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).

WHAT YOU WILL LEARN
  • Changes to Special Terms
  • Review of the new Exhibits 300 (a) and (b)
  • Introduction to the Unique Investment Identifier (UII) code
  • 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
  • Work Breakdowns, identifying project execution sub activity baselines, cost and performance targets
  • Re-Integration of Risk Management reporting at the PROJECT level
  • Reporting Operational Activities according to the new guidance
HOW YOU WILL BENEFIT
  • 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 and why/ how the report changes each year.
  • Understand how compliant program management practices can produce a compliant and "passing" Exhibit 300 as an "output".
  • 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.
  • 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 FAR, the OMB Capital Planning Guide, and the OMB 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.

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. Click here for more clarification.
**CPIC Forum Members - SAVE $25 (Interested in becoming a CPIC Forum Member, click here) Registration fee includes continental breakfast each day, refreshments and extensive course handouts.

Speaker and Presenter Information

Janelle Hill is presently the President & Lead Consultant of PBSM/Federal Concierge, LLC and Director of the Federal Capital Planning & Investment Control (CPIC) Forum. In these roles, Janelle consults to businesses, contractors and the federal government. Janelle offers more than fourteen years’ comprehensive experience in conducting business with and for the government, with a mastery of service specialties that align with Offices of Chief Information Officers (CIOs) and Chief Technology Officers (CTOs). Through Federal Concierge LLC, its alliances and clients, Janelle serves as an advisor and consultant in the arenas of financial analysis, budget preparation, artifact auditing and development and technology investment management in the government. 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.

Expected Number of Attendees

20

    This event has no exhibitor/sponsor opportunities


    When
    Tue-Wed, May 7-8, 2013, 8:00am - 4:30pm



    Website
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    Organizer
    Federal CPIC Forum


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