Introduction to Captial Planning & Investment Control 

Course Description:

This 2-day introductory course emphasizes an in-depth review of CPIC key tenets behind OMB Circulars and the General Accountability Office (GAO) Information Technology Investment Management (ITIM) Guide as requiring the use of CPIC. We will review the latest of the on-going budget guidance changes announced annually by OMB.

 Recommended Pre-Requisites:

Some experience with or exposure to Capital Planning and Investment Control, Enterprise Architecture, Budget Formulation, and the OMB Circulars A-11 and A-130, but not required.   Students who have not taken a minimum of a 2-day course since 2012 are encouraged to attend to gain knowledge of the significant changes in business case reporting in the last several years. 

Invited Guest Speakers:

1. To Be Accounced 

Instructors:

One or more CPP-I certified CPIC Instructors will be provided for this course.

Course Modules

Days 1-4, Course Modules - Sequential

Module 0- Welcome

• Instructor Information
• Class Logistics & Information
• Course Materials
• Digital Access to additional and/or reference materials.
• Mandatory Survey Completion
• Attendee Introductions

Module 1 - CPIC Basics & Required Reading (An Overview)

• Capital Planning and Investment Control Definition
• CPIC Legislation and Documentation
• A review of the A-11, Part 7
• Defining CPIC Authority
• Capital Programming Guide

Module 2 - CPIC Definitions & Context

• Capital Planning and Investment Control Defined
• OMB Circular A-11 – Capital Planning Guide
• OMB Circular A-130 – Management of Federal Information Resources
• Capital Assets and their Definition
• The Budget Report/ Business Case an Overview
• The Intersection between the Budget Process and CPIC

Module 3 - Budget Formulation 101

• Basic Budget Principles
• Federal Budgeting
• Congressional Budget Office
• Senate Appropriations Sub-Committees
• The President’s Budget Priorities

Module 4 - CPIC Laws; Policies; and Guidance

• GAO and OMB Relationship
• Federal Chief Information Officer
• CPIC Background Information
• Federal Budget Process
• Government Performance and Results Act
• Questions from the Executive Branch

Module 5 - CPIC Reporting Requirements; Roles & Responsibilities

• CPIC Roles
• CPIC Offices
• CPIC Activities
• Integrated Project Teams

Module 6 – The New A-11

• An Overview of the Current OMB Circular A-11 Parts

Module 7 – The Capital Programming Guide (CPG)

• An Overview of the Current CPG:

Module 8 - Funding Types

• Development Modernization & Enhancement (DME)
• Sustainment
• Marginal
• Marginal vs. Mandatory
• Exercise: Class Discussion

Module 9 - CPIC and Investment Management

• CPIC & Investment Management Special Terms
• Enterprise Architecture
• Earned Value
• Risk Management
• Executive Orders
• How Agency’s Manage Capital Assets
• Lessons Learned

Module 10 - Understanding the CPIC Lifecycle

• Selecting, Managing, and Evaluating an Investment
• Lifecycle comparisons
• Development Modernization, and Enhancement
• Operations and Maintenance
• Alternatives Analysis
• Cost Benefit Analysis
• Operational Analysis
• Earned Value Management
• Risk Management

Module 11 - Wrap up

• American Innovation & Modernization Council Membership
• Capital Planning Professional Certification
• The Bridge to 2020: Innovation's Future Direction (Fall Conference)
• Vision 2020 Forum (Spring Conference)
• CPP Application/ Exam Access Information – Next steps
• Mandatory Survey for Course Completion & How To Receive Your PDF Certificate

The instructor will permit the following as appropriate and with full discretion:

Q&A Session as time allows.

Reading & Independent Study if time allows.

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