Capital Asset Planning and the Exhibit 300

Course overview

This course is for agency professionals working with U.S. Federal Government Finance who are involved with capital asset investment and the Exhibit 300. The course integrates current guidance with progressive performance management processes, including business case development, to ensure compliance and optimization of the capital programming/budgeting process.

Prerequisites

• Formal project management training such as that available in the Project Management Fundamentals (HC577S) course plus other core project management courses

Audience

• This course is intended for project managers working with U.S. Federal Government Finance who are interested in best practices that apply to diverse projects in multiple industries

Course objectives

Learn how to:

• Interpret OMB's guidance for completing A-11 Exhibit 300
• Program capital investments in accordance with federal legislation
• Identify the key steps in Capital Planning and Investment Control
• Relate proposed capital investments to the organization's strategic goals and objectives
• Determine the appropriate funding strategy for a capital asset
• Position your information technology projects to fulfill OMB's ten scoring criteria

Next steps

• Advanced Project Management or other advanced Project Management topics leading to recognition of your knowledge and skill by passing the Project Management Professional (PMP) certification appropriate to your country or region

Benefits to you

• Ensure compliance and optimization of the capital programming/budgeting process
• Integrate current guidance with progressive performance management processes
• Learn how to conduct a benefit-cost analysis using OMB Circular A-94, net present value factors, and return on investment

Course outline

Capital Planning and Programming Overview

• Appendix 1: OMB Circular A-11, Part 7
• Exercise 1-1: Scavenger Hunt

OMB Circular A-11 and the Exhibit 300-Part 1-Sections A-C

• Appendix 2: OMB Circular A-11, Part 7, Section 300
• Exercise 2-1: Procurement: Financial Management System

OMB Circular A-11 and the Exhibit 300-Part 1-Sections D-F

• Appendix 2: OMB Circular A-11, Part 7, Section 300

Alternatives Analysis

• Exercise 4-2: Benefit-Cost Analysis: Sensitivity Analysis

Risk Management

• Appendix 4: OMB Circular A-94
• Exercise 5-1: Risk Assessment

Cost and Schedule Performance

• Exercise 6-1: Let’s Plan a Picnic

Operation and Maintenance Status & E-Government and Lines of Business Investments

• Appendix 3: OMB Circular A-11, Part 2, Section 53
• Exam