Candidate Lead Appraiser and Instructor Observation

Observation Process for Candidate Lead Appraisers

Once you have successfully completed the SCAMPI Lead Appraiser Training course, you will follow these steps to schedule and complete your observation.

  1. Pass the SCAMPI Lead Appraiser Training/CMMI Instructor Training – Once you have successfully completed the training course, you will be ready to locate an observation opportunity. If you are a lead appraiser candidate, you will need to take the SCAMPI Lead Appraiser Certification Exam and you will be registered for this exam by the CMMI Institute. The exam can be taken anywhere in the world that has a webcam and an internet connection.
  1. Locate an observation opportunity – see the policy here for the requirements for an observed appraisal/training course or refer to the handout from the training course.
  1. Complete the Observation Request Form – The Observation Request Form must be submitted to the CMMI Institute at least 90 days before the onsite portion of the appraisal or training course. You must list three potential dates for the observation as well as hotel suggestions for the observer. Return the completed form electronically to
  1. Finding an observer – Once the CMMI Institute receives the form, the Institute will begin searching for an available observer. The CMMI Institute will try to find an observer that speaks the language used during the appraisal/training course and someone that is local to the site. If an observer is not available that speaks the language, an interpreter will need to be provided by the candidate.
  1. Scheduling the observation- Once the observation location, date, and observer has been confirmed, the next step will be to confirm that there is no conflict of interest between the observer and the candidate, the sponsoring organization, or the organization that is being appraised/trained. Once that has been completed, the responsibility for communication and planning with the candidate shifts to the observer.
  1. Good Faith Estimate- The observer will estimate their expenses after speaking with the candidate and provide those figures to the CMMI Institute. The Institute will then prepare a Good Faith Estimate (GFE) of the travel expenses, daily rate for the instructor and other costs if necessary. The GFE will be sent to the candidate and the BPOC of their sponsoring organization for approval.
  1. GFE Approval – If the GFE is approved, the sponsoring organization will be invoiced for 50% of the estimated cost of the course. The 50% down payment is due 21 days before the observation is slated to begin.
  1. After the observation- Once the observation has been completed, the observer will send the observation report to the CMMI Institute for review. They will also submit their final expenses which will be used to prepare the final invoice. The other half of the observation fee is billed at actual cost.
  1. Certification- Once the appraisal record has been through quality review/attendee list is submitted and accepted and the observation report submitted and reviewed by the observer, the candidate will receive their certificate, have full access to the PRC, and be able to setup appraisals in the SCAMPI Appraisal System (SAS)/teach future classes.

Observation Pricing

Each day is billed at the $2,250 per day rate.

Many factors can determine the cost of an observation. We’re providing the following details for estimating purposes only. The actual observation costs will vary.

Lead Appraiser observations typically consist of 5 days on site during the appraisal with 2 days preparation and 1 day post course work plus any relevant travel days and expenses. Lead Appraiser observations are estimated at $18,000 plus travel days and expenses.

Instructor observations typically consist of a 3-day training course with 1 day preparation and 1 day post course work plus any relevant travel days and expenses. Instructor observations are estimated at $11,250 plus travel days and expenses.