Capital Planning & Investment - OMB Exhibit 300 - Training Workshop
Posted by: kaizenlog in General, tags: Capital Planning & Investment - OMB Exhibit 300 - T***Government*Horizons is proud to be a Training Partner with the Defense Acquisition University (DAU) and GSA.
This workshop is recommended for 16 Continuous Learning Points (CLPs) toward DAWIA/FAC-C requirements. A Government*Horizons “Certificate of Completion” will be provided to all attendees upon conclusion of the workshop.
Government*Horizons Training Workshop (TM)
Capital Planning & Investment Control Manager’s Boot Camp
With an Emphasis on Learning How to do OMB Exhibit 300 Business Cases
November 29-30, 2007
Government*Horizons Training Center
Arlington, VA
Janelle Hill offers superb clarity & background for real drivers in Government for years to come.
- Judson Johnson, Director, Business Development, Northrop Grumman IT
I highly recommend this training to anyone who works with the Exhibits 300. Mrs. Hill is very
knowledgeable on this subject.
- Mr. Brian Simpkins, Senior Project Manager, CA
About this Workshop
Many managers and contractors today know the federal and defense IT and Professional Services markets have changed but they aren’t sure exactly what has changed. Perhaps you are aware that your win rate on RFP responses has diminished. Perhaps you see your role changing but aren’t sure what the government economic and compliance drivers are. You see budgets are cut for O&M programs that were sustained for years. You see some programs thriving and others aren’t getting anywhere. Managers may know there are requirements but aren’t understanding the nuances of the compliance and budget process that drives the ability to secure funding for those requirements. Enter Capital Planning and Investment Control, or CPIC. CPIC is the new term for the practice government program managers effectively and compliantly manage their capital asset and investment portfolios. It is how they demonstrate performance and results. It is how you and they develop a compliance strategy today to obtain funding for requirements, systems, new initiatives, new tools and new solutions. You will learn what the OMB Exhibit 300 business case is and how it’s central to all things you want to succeed in doing.
This workshop will give you the management and subject matter expert’s secrets, tools, tips and exposure to Capital Planning and to the OMB Exhibit 300 form. You will gain insight into the federal requirements, the legislative drivers and enablers, management processes, methodologies, procedures and supplemental documentation. At the end of this two day boot camp, you’ll know the steps to ensuring the successful and accurate reporting of an investment to OMB. Ultimately you’ll know how to bid, compete, write or comply to achieve your funding goal.
You will learn the business case justification process and be introduced to this new process: The OMB Exhibit 300 form. In just two days you will know how to read one, write one, and get the best possible score. (NOTE: Best Score = Best Funding Opportunity) as a way to secure funding, justify existing programs.
Here are some ways this course will ensure your success:
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Government Contractors - send your staff to be trained if you’re looking to place talent into a position on-site supporting Exhibit 300 efforts
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Government Contracting Officers - learn how the contracting and acquisition strategy and certification applies to you
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Government CIO Support Staff - learn how you will be expected to conform to this process by law and contribute in key areas such as enterprise architecture, information assurance, security & privacy, earned value management, alternatives analysis and much more
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Government Major Program IT and Management Staff - learn how you will be expected to conform to this process by law and contribute in key areas such as enterprise architecture, information assurance, security & privacy, earned value management, alternatives analysis and much more
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Business Developers - Perform competitive intelligence and develop sales pipelines second to none. Know actual budget dollar figures of recompetes and new initiatives, know the names of the key players and their contact information, know the program’s strengths and weaknesses.
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Market Researchers - Perform account forecasting and agency research with an accuracy your competitors cannot match, using the same tool market research firms are using (and charging you hundreds of thousands of dollars for the same information)
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Managers - Review where your customer is headed without having to ask them - use the tool to become a trusted advisor and solution provider without sales calls, questions and gimmicks. Know how to present solutions based on published business cases, using their own reports to substantiate your offering and your solution. Show them how to save money and increase efficiencies using this tool that they understand. Know where to look and how to read the Exhibit 300 to know who the key players and decision makers are for a program.
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Analysts - apply what you learn to be able to complete these business cases for government clients as a full time CPIC analyst and 300 writer.
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Proposal Writers - learn what now must be in a proposal - how to read between the lines and interpret what’s in an RFP; how to ghost win themes that are now legal requirements, how to write in a competitive advantage by knowing the RFP as it relates to their long-term objectives and the compliance of their business case.
What other attendees have said about this training:
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Excellent knowledge of the Capital Planning Process and the Exhibit 300.
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Instructor took the time after class to review a business case with me to help me understand it better.
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This instructor is engaging and has excellent eye contact with the students, she made the material easy to understand and made the concepts easy to grasp.
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The Instructor allowed discussion in the class and did not dictate material from slides, I preferred this style of teaching to the typical death by PowerPoint.
Who Should Attend
Those individuals who will gain the most benefit from this course are those who are Program, portfolio and project managers who are assigned the development of the business cases, who want a better understanding and justification of the business case and IT Portfolio process or who need to understand the new 99% solution format and expectations.
Attendance is highly encouraged for those affiliated with failing business cases, business cases requiring improvement plans, programs with funding at-risk, and programs on the OMB Watch List.
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These individuals may elect to bring their existing business case(s) to the session so the targeted information in specific areas may be used for reference purpose.
Early Registrants Include
- CACI, Business Systems Analyst
- CMS, Executive Director
- Computer Associates, Senior Project Manager
- Northrop Grumman IT, Director, Business Development
- Rockwell Collins, Director
- Siemens, Market Analyst
- TTB, Management Analyst
- U.S. Department of Labor, Contracting Officer
- U.S. Department of Transportation, Budget Analyst
- HHS, Director, HCAS
- HHS, Budget Analyst, HCAS
- Oracle SW. Insight Program Director
- Oracle SW, Director, Insight Program
Course Syllabus
Day 1: Key Concepts & Introduction to the 300
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What is the Exhibit 300?
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What goes into an Exhibit 300?
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How will OMB use Exhibit 300s? Passbacks and Requests for Supplemental Documentation, Approval or Denial of incremental funding for investments.
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The ?99%? Solution & Recent Changes
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Processes, Requirements, Roles & Responsibilities
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OMB evaluation criteria & scoring concepts
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The 300’s relevance to project success
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Response Strategies for Accurately Representing Your Investment.
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Checklists & Tips
Day 2: Exhibit 300 Section-by-Section Overview
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Overview
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Summary of Spending
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Acquisition/Contract Strategy
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Performance Information
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Security and Privacy
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Enterprise Architecture
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Alternatives Analysis
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Risk Management
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E/Gov & Lines of Business
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Cost and Schedule Performance
About Your Instructor
Janelle Hill is presently President and Lead Consultant of Federal Concierge LLC, a consulting provider supporting a variety of project and program needs to businesses, contractors and the federal government. Mrs. Hill offers more than ten years’ comprehensive experience conducting business with and for the government. Mrs. Hill has contacts within the government, having worked with nearly every branch of the government and Department of Defense. Through Federal Concierge LLC, its alliances and clients, Mrs. Hill serves as a Federal Concierge; an advisor and consultant in the arenas of marketing, business development and sales in the government. Mrs. Hill works for Chief Information Officer (CIO) Program Management Offices (PMOs) directing and supporting senior management with their portfolio management and capital planning investment initiatives. Mrs. Hill has written extensively; 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 review. Mrs. Hill periodically trains in all areas of her subject matter expertise, particularly in Government Sales and Business Development and within the scope of the OMB Exhibit 300 Capital planning processes.
Registration Charges
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Industry - $1190 per person
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Small Business- $1070 per person
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Government - $ 870 per person
Registration Options
[1] Register on-line at www.governmenthorizons.org
[2] Phone Katie Smith at (703) 807-2758
[3] E-mail Katie Smith at ksmith [Email address: ksmith #AT# marketaccess.org - replace #AT# with @ ]
[5] Mail the Registration Form provided below to:
Government Horizons
4301 Wilson Blvd. #1003
Arlington, VA 22203
Location Information
The workshop will be held in the Government*Horizons Training Center in the NRECA Building at 4301 Wilson Boulevard, Suite #1003 (10th floor), Arlington, VA 22203.
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— REGISTRATION FORM —-
Capital Planning
November 29-30, 2007
Attendee name:
Title:
Company/Agency:
Address:
City, State, and Zip Code:
Telephone Number:
Fax Number:
Attendee E-mail Address:
Training Coordinator E-mail Address:
Phone #:
REGISTRATION CHARGES (CIRCLE ONE):
-
-
Industry - $1190 per person
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Small Business- $1070 per person
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Government - $ 870 per person
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Method of Payment:
Company Check Government*Horizons, Inc) Tax ID: 20-4904026
Credit Card
Government P.O. (please attach)
Type of Credit Card (check one):
____Visa____MasterCard___
Card Number: ______________________________
Exp. Date:____________________
Name Printed on Card: ______________________________
Signature (required): ______________________________
Please fax this form, complete with payment information, to (703) 807-2728 or mail it with your payment to:
Government*Horizons, Inc., 4301 Wilson Blvd, Suite 1003, Arlington, VA 22203
If you have questions about registration/payment, please call Katie Smith at (703) 807-2758. Thank you
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