October 21-24, 2019

Opening hours 8:00 AM - 5:00 PM

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Fenway Hotel (Marriott Autograph)

Property Address:

453 Edgewater Dr.
Dunedin, FL 34698
Reservations: 844.569.9879 or 727-683-5999

*Use FederalCPICForumOct2019 Training Room Block. The room block cut-off date is Friday, 8/23/19.

*Use St. Pete/ Clearwater Airport &/ or Tampa International Airport

Opening hours 8:30 AM - 5:00 PM


Driving Directions 


1-877-469-7690 Office

CPIC & The Annual IT Budget & Management Report Boot Camp Training 

4 Days of Capital Planning & Investment Control Training.

Eligible for 36 Continuous Learning Points for completing the course and the survey.

This course will sell out. Seats are sold on a first come, first serve, first paid basis.  

$3225- Government & $3750 - Industry

C2AI Candidates are eligible for a 40% discount by applying scholarship funds.

Introduction to Capital Planning & Investment Control (CPIC) and The Annual Information Technology Budget & Management Report (AITBMR)

Formerly Exhibit 300 training

CPIC 4 Day Course Syllabus

Course Description:

This is a four-day, intensive CPIC course designed to give the student a deeper exposure to the Federal Capital Planning and Investment Control (CPIC) process. This course will help Federal Employees and Contractors develop a strong Business Case for their Investment, while also understanding the Laws, Statutes, Guidance, and Governance Structure associated with CPIC.  This course will also give the student additional knowledge of Federal Enterprise Architecture, Budget Formulation, and some of the tools available to assist with IT Capital Asset development and management. Far beyond the two-day course, this course provides more interactive experiences with subject matter experts and guest presenters, and covers more material required within the Forum’s recommended CPIC Body of Knowledge (BOK), exam core knowledge, artifact and guidance exposure and explanations. For students looking for more practitioner-level core knowledge with artifacts such as risk management plans, integrated project teams and charters, operational analysis details; this more in-depth course is ideal.

 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. Dan York, eCPIC PMO Office, General Services Administration


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 to Boot Camp

  • Instructor Information
  • Class Logistics & Information
  • Course Materials
  • Box.Com Materials Access
  • 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
  • OMB Exhibit 300 (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 - How will OMB use the Business Case?

  • The Major Investment Business Case
  •  Examples of Driving Legislation and Documentation
  •  Examples of Driving Documents
  •  Artifact Audits

Module 12 – CIO Ratings on The IT Dashboard

  • Federal IT Dashboard Website
  • IT Dashboard Frequently Asked Questions
  • Navigating the IT Dashboard
  • Federal Procurement Data Systems

Module 13 - OMB Max System an Introduction

  • MAX.gov
  • MAX Links
  • MAX Applications

Module 14 - CPIC Tools

  • CPIC Processes
  • COTS vs. GOTS Tools
  • Investment Governance
  • Investment Documentation
  • Investment Reviews
  • Automated Products, their Features and Benefits

Module 15 - CPIC Success

  • CPIC Tips
  • FAC-P/PM Certification
  • DAWIA Certification
  • Federal CPIC Forum
  • CPIC Certification (Capital Planning Professional)
  • CPIC Conferences
  • Candidates to Analysts Initiative (C2AI)

Module 16 - Portfolio Stat & TechStat

  • What is PortfolioStat?
  • Best Practices
  • What is TechStat?

Module 17 – An Introduction to Risk Management Plans & Risk Registers

  • Risk Management Plan Overview
  • Definition
  • Roles & Responsibilities
  • Project Risk Domain
  • Risk Management Processes
  •  Relationship to Capital Planning and Investment Control (CPIC) & Office of Management and Budget (OMB) Reporting Requirements
  • Risk Identification
  • Risk Registers
  • Categories of Risk

Module 18 – An Introduction to Performance Metrics

  • Why Measure Performance
  • What are Performance Metrics
  • Reporting Performance Metrics in the Major IT Business Case Detail
  • Where to Start – Selecting Performance Metrics
  • Entering Information into the Major IT Business Case Detail Table
  • Examples of Current Metrics
  • Performance Metric Creation & Evaluation

Module 19 – An Introduction to Operational Analysis

  • Introduction
  • Mandate(s)
  • Purpose
  • Requirements
  • Effective Monitoring
  • Cost & Schedule – Performance
  • Who performs Operational Analysis?
  • Tools & Techniques
  • Checklists & Recommendations

Module 20 – An Introduction to Integrated Project Teams and Charters

  • IPT Overview
  •  Relationship to Capital Planning and Investment Control (CPIC) & Office of Management and Budget (OMB) Reporting

Module 21 – AITBMR Recent Guidance Review

  • OMB Memo

Module 22- Wrap up

  • Federal CPIC Forum
  • Capital Planning Professional Certification
  • CPIC Conference
  • CPP Application/ Exam Access Information – Next steps
  • Mandatory Survey for Course Completion & How To Receive Your PDF Certificate
  • How to Receive Your Courtesy Forum Membership

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

Q&A Session as time allows.

Reading & Independent Study if time allows.