About This Course Course Syllabus Who Should Attend
About Your Instructor Registration Info Contact Us
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Introduction to Government Business Cases (Exhibit 300s)

ALSO NEW: Improving Government Business Cases (Exhibit 300s) and Capital Planning- 2 days

May 10-11, 2007
Government*Horizons Training Center
4301 Wilson Boulevard, Suite 1003 (10th Floor)
Arlington, VA

Please Note: Online registrations for this workshop are now closed.  Space is available for walk in registrants. To register the day of the workshop, please bring your payment and the attached registration form

 

Registration: 8:00 AM (Day One Only)
Program Starts: 8:30 AM
Wrap-up: 4:30 PM


Course materials, continental breakfast (coffee and pastries), refreshments included.

“ During fiscal 2005 budget reviews in February, OMB put 621 projects with budgets totaling $22 billion on the at-risk list for missing at least one of three major requirements: IT security, a qualified full-time project manager and defined performance measures." Government Computer News, Jason Miller, on OMB & GAO.  To read the article, please visit: http://www.gcn.com/print/23_31/27708-1.html 


About This Workshop

Capital Planning and Investment Control is the mechanism by which government program managers effectively and compliantly manage their capital asset and investment portfolios. The OMB Exhibit 300, also called the Business Case, the A-300, the E-300, or the Capital Asset Business Case Justification, is the tool by which the Office of Management and Budget measures an agency's level of compliance with laws and mandated management practices in its investment portfolio of Information Technology and capital asset investments. This workshop will give you a comprehensive exposure to the OMB Exhibit 300 form, its requirements, the drivers, enablers, management processes, methodologies, procedures and supplemental documentation required to ensure the successful and accurate reporting of an investment to OMB.

This workshop is designed to take a person who is new to the Exhibit 300 process or who needs exposure to OMB's new 99% solution expectations and walk them through the Exhibit requirements and concepts, step by step. It provides valuable insight into the mandates, concepts, expectations and processes allowing them to make informed decisions regarding whether the investment is compliant in the specific areas of the Exhibit 300.

This course is recommended for those needing a thorough introduction to the Exhibit 300 and related areas of compliance, mandates and types of supplemental documentation required to substantiate answers within the Exhibit 300. Students will receive a Government*Horizons certificate of completion.

This course is recommended for 18 CLPs and is designed to fulfill a DAWIA/FAC-C Level I elective. Students will receive a Government*Horizons certificate of completion.
 

GAO recently reported in INFORMATION TECHNOLOGY, Agencies Need to Improve the Accuracy and Reliability of Investment Information :

Underlying support was often inadequate for information provided in the exhibit 300s reviewed. Three general types of weaknesses were evident:

• All exhibit 300s had documentation weaknesses. Documentation either did not exist or did not fully agree with specific areas of the exhibit 300. For example, both these problems occurred in relation to calculations of financial benefits for most investments. In addition, for 23 of the 29 investments, information on performance goals and measures was not supported by explanations of how agencies had initially measured their baseline levels of performance (from which they determine progress) or how they determined the actual progress reported in the exhibit 300.

• Agencies did not always demonstrate that they complied with federal or departmental requirements or policies with regard to management and reporting processes. For example, 21 investments were required to use a specific management system as the basis for the cost, schedule, and performance information in the exhibit 300, but only 6 did so following OMB-required standards. Also, none had cost analyses that fully complied with OMB requirements for cost-benefit and cost-effectiveness analyses. In contrast, most investments did demonstrate compliance with information security planning and training requirements.

• In sections that required actual cost data, these data were unreliable because they were not derived from cost-accounting systems with adequate controls. In the absence of such systems, agencies generally derived cost information from ad hoc processes. See report: http://www.gao.gov/new.items/d06250.pdf 

What other attendees have said about this training:

  • “Excellent knowledge of the Capital Planning Process and the Exhibit 300 ”
  • “Instructor took the time after class to review a business case with me to help me understand it better. ”
  • “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."
  • "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.

  • 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.

A new government report recommends contract training to achieve better federal contracting results.   Click here to download the Managing the Government’s Technical Experts to Achieve Positive Contract Outcomes report by the U.S. Merit Systems Protection Board dated December 2005.

Early Registrants Include:

  • Federal Reserve Bank of New York, Financial Analyst
  • Gail Coffey Consulting, Inc., Proposal Consultant and President
  • Internal Revenue Service, Chief of Staff
  • Social Security Adminstration, Chief of Staff
  • U.S. Department of Commerce, IT Specialist
  • U.S. Department of the Interior, IT Specialist
  • U.S. Department of the Treasury, Program Analyst
  • U.S. Department of Transportation, Budget Analyst
  • U.S. Environmental Protection Agency, Computer Specialist

Previous 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

 

Course Syllabus

Day 1: Key Concepts & Introduction to the 300

  • What is the Exhibit 300?
  • What goes into an Exhibit 300?
  • How will OMB use Exhibit 300s? Passbacks and Requests for Supplemental Documentation, Approval or Denial of incremental funding for investments.
  • The “99%” Solution & Recent Changes
  • Processes, Requirements, Roles & Responsibilities
  • OMB evaluation criteria & scoring concepts
  • The 300's relevance to project success
  • Response Strategies for Accurately Representing Your Investment.
  • Checklists & Tips

Day 2: Exhibit 300 Section-by-Section Overview

  • Overview
  • Summary of Spending
  • Acquisition/Contract Strategy
  • Performance Information
  • Security and Privacy
  • Enterprise Architecture
  • Alternatives Analysis
  • Risk Management
  • E/Gov & Lines of Business
  • Cost and Schedule Performance




About Your Instructor

Janelle Hill

President and Lead Consultant
Federal Concierge LLC

Mrs. 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.


Contact Us

For general information about this workshop and registration information, please email Katie Smith or call (703) 807-2758

Registration Fee

  • Government attendees: $870 per person
  • Small Business (100 employees or fewer):  $1,070 per person
  • Industry: $1,190 per person


Registration Options

Please Note: Online registrations for this workshop are now closed.  Space is available for walk in registrants. To register the day of the workshop, please bring your payment and the attached registration form.

Government*Horizons
4301 Wilson Blvd. #1003, Arlington, VA 22203

Registration form requires Acrobat Reader.

Registrations are payable by Visa, American Express, Mastercard, company check or government purchase order.

CANCELLATION POLICY: You may designate a substitute in writing any time before the event. If you need to cancel your registration, you must send your notice in writing and will be subject to a $50 processing fee. No refunds are given for cancellations received one week prior to the event start date or later. PLEASE NOTE: No shows will be liable for the entire registration fee.

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Location and Hotel 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. Public parking at the facility is available for $9 a day. The NRECA Building is just one block from the Ballston Metro Station in the orange line. Please note: the parking garage and a side entrance to the building is on Taylor Street.

Map and directions to the conference location
Ballston Metro stop information
Airport and walking directions from metro to hotels below

Click here for a detailed map and business directory of the Ballston area of Arlington, please note the workshop is in building #211 on the map.

Nearby hotels include:



On-Site Training

Have a Large Staff to Train? Can't Make These Dates? Tight Travel Budget?

Government*Horizons can provide training, wherever and whenever you need, including on-site at your facility. Our staff will cost-effectively implement training customized to your needs. If you have group of attendees (usually 15 or more), we can bring this course to you and help save you time, travel costs, and more!

To request a proposal and schedule training, e-mail Laura Johnson, President, at ljohnson@governmenthorizons.org or call (703) 807-2747.

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Government*Horizons
4301 Wilson Boulevard
Suite 1003
Arlington, VA 22203
 

©2007 Government*Horizons