ISM Professional ISM Professional Credentialing ProgramsCredentialing Programs

Supply ManagementSupply Management

ISM’s definition of supply ISM’s definition of supply management is the identification, management is the identification, acquisition, access, positioning, acquisition, access, positioning, management of resources and management of resources and related capabilities the organization related capabilities the organization needs or potentially needs in the needs or potentially needs in the attainment of its strategic objectives.attainment of its strategic objectives.

The Mission of ISM is The Mission of ISM is “To Lead Supply Management”“To Lead Supply Management”

Goals:Goals:• Expand the sphere of influence of Expand the sphere of influence of

supply management. supply management. • Align Institute for Supply Align Institute for Supply

Management's organization with its Management's organization with its Mission. Mission.

• Enhance Institute's revenue Enhance Institute's revenue generation to ensure the resources generation to ensure the resources necessary to support the Mission. necessary to support the Mission.

New Challenges/Opportunities New Challenges/Opportunities for Supply Managersfor Supply Managers

The Scope of SM will growThe Scope of SM will grow Supplier relationships deepenSupplier relationships deepen The CPO becomes a strategic partner The CPO becomes a strategic partner

to the Boardto the Board Technology continues to be central Technology continues to be central

to changeto change

Source: The New Face of Purchasing, The Economist Intelligence Unit, November 2005

How did we get here?How did we get here?

Market StudyMarket Study

Job Analysis ProcessJob Analysis Process

Certification Committee Certification Committee recommendation based upon results of recommendation based upon results of Job AnalysisJob Analysis

The supply management component is either part of the The supply management component is either part of the individual’s personal job responsibilities and/or supervisory individual’s personal job responsibilities and/or supervisory responsibilities or the responsibility of someone else in the responsibilities or the responsibility of someone else in the supply management organization.supply management organization.

Components Survey Results

34%

63%63%69%71%74%75%79%81%81%83%83%

98%99%

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Supply Management Components

General InformationGeneral Information

CPSM will be available 2008CPSM will be available 2008 Exam specification – Three (3) ExamsExam specification – Three (3) Exams Pilot Exam – February 2008Pilot Exam – February 2008

– Contact Trish True or Kathy Braase in Contact Trish True or Kathy Braase in SalesSales

Defining courseware for review Defining courseware for review instructorsinstructors

CPSM RequirementsCPSM Requirements

Five years of experienceFive years of experience– Full-time; professional; non-clerical, non-Full-time; professional; non-clerical, non-

supportsupport Bachelor’s degree from a regionally Bachelor’s degree from a regionally

accredited college or universityaccredited college or university Successful passing of the bridge exam Successful passing of the bridge exam

with a valid C.P.M. OR Successful passing with a valid C.P.M. OR Successful passing of the three CPSM examsof the three CPSM exams

Application ProcessApplication Process

Reason for Degree Reason for Degree RequirementRequirement

Change in supply management Change in supply management professionprofession

Decision is finalDecision is final– This decision will not be re-evaluatedThis decision will not be re-evaluated

Ability to recertifyAbility to recertify– If you have your C.P.M. – without a degree you If you have your C.P.M. – without a degree you

may continue to recertifymay continue to recertify

CPSM- Additional CPSM- Additional InformationInformation

Educational degrees beyond Educational degrees beyond Bachelors do not reduce Bachelors do not reduce requirementsrequirements

No grandfathering from C.P.M. to No grandfathering from C.P.M. to CPSMCPSM– You must take the bridge examYou must take the bridge exam– Or ALL Three of the CPSM examsOr ALL Three of the CPSM exams

Cost – not determinedCost – not determined– Exams, applications, study materials, Exams, applications, study materials,

recertification, etc.recertification, etc.

CPSM Recertification CPSM Recertification RequirementsRequirements

Every three (3) years with 60 Continuing Every three (3) years with 60 Continuing Education Hours (CEHs)Education Hours (CEHs)

Categories for earning CEHs – college Categories for earning CEHs – college courses & seminars (taken or taught), courses & seminars (taken or taught), contributions to the profession, articles.contributions to the profession, articles.

Candidates will be able to retake each Candidates will be able to retake each CPSM Exam for 20 CEHs but only in their CPSM Exam for 20 CEHs but only in their last year of certification or during their last year of certification or during their grace period.grace period.

One Year Grace period – resets One Year Grace period – resets certification datecertification date

CPSM Study MaterialsCPSM Study Materials

CPSM Study Guide- Fall 2007CPSM Study Guide- Fall 2007 CPSM Knowledge Series- Fall 2007CPSM Knowledge Series- Fall 2007 CPSM Supplementary Reading ListCPSM Supplementary Reading List CPSM Diagnostic Kit- 2009CPSM Diagnostic Kit- 2009 The Supply Management HandbookThe Supply Management Handbook Glossary of Key Supply Management Glossary of Key Supply Management

TermsTerms

What will the CPSM Exams look What will the CPSM Exams look like?like?

Number of questions & time allowed (domestic)Number of questions & time allowed (domestic)

Exam 1 –Exam 1 – 165 questions (150 scored)165 questions (150 scored) 2 hours and 45 minutes allowed2 hours and 45 minutes allowed

Exam 2 – Exam 2 – 165 questions (150 scored)165 questions (150 scored) 2 hours and 45 minutes allowed 2 hours and 45 minutes allowed

Exam 3 –Exam 3 – 180 questions (165 scored)180 questions (165 scored) 3 hours allowed3 hours allowed

Bridge Exam – Bridge Exam – 180 questions (all scored) 180 questions (all scored)

3 hours allowed3 hours allowed

CPSM Exam 1CPSM Exam 1 Foundation of Supply Management Foundation of Supply Management

– 25 tasks25 tasks– Content AreasContent Areas

Contracting/Negotiations Contracting/Negotiations – 5 Tasks – – 5 Tasks – 32 Questions 32 Questions

Cost/Finance Cost/Finance – 5 Tasks – 32 Questions– 5 Tasks – 32 Questions International International – 3 Tasks – 17 Questions– 3 Tasks – 17 Questions Social Responsibility Social Responsibility – 3 Tasks – 14 – 3 Tasks – 14

QuestionsQuestions Sourcing Sourcing – 3 Tasks – 20 Questions– 3 Tasks – 20 Questions Supplier Relationship Management Supplier Relationship Management –– 6 Tasks – 35 Questions6 Tasks – 35 Questions

CPSM Exam 2CPSM Exam 2 Effective Supply Management Effective Supply Management

PerformancePerformance – 24 tasks 24 tasks – Content AreasContent Areas

Forecasting Forecasting – 3 Tasks – 19 Questions– 3 Tasks – 19 Questions Logistics Logistics – 4 Tasks – 19 Questions– 4 Tasks – 19 Questions Materials & Inventory Management Materials & Inventory Management – 4 – 4

Tasks Tasks – 19 Questions– 19 Questions Organization/Department Assessment Organization/Department Assessment – –

4 Tasks – 26 Questions 4 Tasks – 26 Questions Planning Planning – 2 Tasks – 15 Questions– 2 Tasks – 15 Questions Product Development Product Development – 2 Tasks – 12 – 2 Tasks – 12

Questions Questions Project Management Project Management – 2 Tasks – 19 – 2 Tasks – 19

QuestionsQuestions Quality Quality – 3 Tasks – 21 Questions– 3 Tasks – 21 Questions

CPSM Exam 3CPSM Exam 3

Leadership in Supply Leadership in Supply management management – 32 tasks 32 tasks – Content AreasContent Areas

LeadershipLeadership – 18 Tasks – 96 Questions– 18 Tasks – 96 Questions

Risk and ComplianceRisk and Compliance – 8 Tasks – 32 – 8 Tasks – 32 QuestionsQuestions

Strategic SourcingStrategic Sourcing – 6 Tasks – 37 – 6 Tasks – 37 QuestionsQuestions

CPSM Bridge ExamCPSM Bridge Exam

The bridge will be a single exam The bridge will be a single exam covering contemporary subject covering contemporary subject matter and content not covered in matter and content not covered in the current C.P.M. Exam. the current C.P.M. Exam. 

The bridge exam will be available The bridge exam will be available to test through the end of 2014.to test through the end of 2014.

CPSM Bridge ExamCPSM Bridge Exam Contracting/Negotiations – 3 Tasks – 5 Contracting/Negotiations – 3 Tasks – 5

Questions Questions Cost/Finance – 5 Tasks – 12 QuestionsCost/Finance – 5 Tasks – 12 Questions International – 3 Tasks – 8 QuestionsInternational – 3 Tasks – 8 Questions Social Responsibility – 3 Tasks – 5 QuestionsSocial Responsibility – 3 Tasks – 5 Questions Sourcing – 2 Tasks – 2 QuestionsSourcing – 2 Tasks – 2 Questions Supplier Relationship Management –Supplier Relationship Management – 4 Tasks – 6 Questions4 Tasks – 6 Questions Forecasting – 2 Tasks – 5 QuestionsForecasting – 2 Tasks – 5 Questions Logistics – 4 Tasks – 12 QuestionsLogistics – 4 Tasks – 12 Questions

CPSM Bridge ExamCPSM Bridge Exam Materials & Inventory Management – 4 Tasks Materials & Inventory Management – 4 Tasks

– 12 Questions– 12 Questions Organization/Department Assessment – Organization/Department Assessment –

3 Tasks – 10 Questions 3 Tasks – 10 Questions Planning – 2 Tasks – 9 QuestionsPlanning – 2 Tasks – 9 Questions Product Development – 1 Task – 3 Questions Product Development – 1 Task – 3 Questions Project Management – 2 Tasks – 8 Questions Project Management – 2 Tasks – 8 Questions Quality – 1 Task – 3 QuestionsQuality – 1 Task – 3 Questions Leadership – 10 Tasks – 30 QuestionsLeadership – 10 Tasks – 30 Questions Risk and Compliance – 6 Tasks – 15 Risk and Compliance – 6 Tasks – 15

QuestionsQuestions Strategic Sourcing – 6 Tasks – 35 QuestionsStrategic Sourcing – 6 Tasks – 35 Questions

Certified Purchasing Certified Purchasing ManagerManager

C.P.M. RequirementsC.P.M. Requirements

5 years experience or 3 years with a four 5 years experience or 3 years with a four year degree from an accredited college or year degree from an accredited college or universityuniversity– Full-time; professional- non-clerical; non-supportFull-time; professional- non-clerical; non-support

Maintain recertification every 5 years, may Maintain recertification every 5 years, may continue to recertifycontinue to recertify

Lifetime Certification – 18 years of Lifetime Certification – 18 years of experienceexperience

These requirements have not changedThese requirements have not changed

C.P.M. Recertification C.P.M. Recertification Requirements Requirements

Every Five (5) years with 84 Continuing Every Five (5) years with 84 Continuing Education Hours (CEHs)Education Hours (CEHs)

Categories for earning CEHs – college Categories for earning CEHs – college courses & seminars (taken or taught), courses & seminars (taken or taught), contributions to the profession, articles.contributions to the profession, articles.

Candidates will be able to retake C.P.M. Candidates will be able to retake C.P.M. Modules 3 &/or 4 for 42 CEHs each (not Modules 3 &/or 4 for 42 CEHs each (not available for registration after available for registration after 12/31/2008).12/31/2008).

One Year Grace period – does not reset One Year Grace period – does not reset certification datecertification date

Current CostsCurrent Costs

C.P.M. Exam Registration Fees per ModuleC.P.M. Exam Registration Fees per Module (as (as of 1/07)of 1/07)

MemberMember Non-MemberNon-MemberDomestic TestingDomestic Testing $130.$130. $190.$190.International TestingInternational Testing $175.$175. $230.$230.

Application FeesApplication Fees (as of 1/07)(as of 1/07)

MemberMember Non-MemberNon-MemberC.P.M. OriginalC.P.M. Original $ 90.$ 90. $150. $150. C.P.M RecertificationC.P.M Recertification $ 65.$ 65. $100.$100.A.P.P. ReaccreditationA.P.P. Reaccreditation $ 50.$ 50. $ 80.$ 80.

Study Materials Available for Study Materials Available for C.P.M.C.P.M.

Study GuideStudy Guide ISM Knowledge Series – Volumes 1 – ISM Knowledge Series – Volumes 1 –

4 4 Diagnostic KitsDiagnostic Kits Articles for Exam PreparationArticles for Exam Preparation Review Programs – online and Review Programs – online and

workbookworkbook The Supply Management HandbookThe Supply Management Handbook

Important DatesImportant Dates 2/20082/2008 – – CPSM Pilot TestingCPSM Pilot Testing

– Contact Sales at 800-888-6276 Contact Sales at 800-888-6276 – Kathy Braase ext. 3061 or Trish True ext. 3086Kathy Braase ext. 3061 or Trish True ext. 3086

20082008 – – CPSM CPSM AvailableAvailable 12/31/200812/31/2008 – – Postmark cut-off date for C.P.M. Postmark cut-off date for C.P.M.

Exam Registration processing*Exam Registration processing* 12/31/200912/31/2009 – – Last day to test C.P.M. Modules Last day to test C.P.M. Modules

registered before 12/31/2008registered before 12/31/2008 1/1/2010 1/1/2010 – – Current C.P.M.s no longer able to take Current C.P.M.s no longer able to take

Exam Modules 3 &/or 4 for recertification Exam Modules 3 &/or 4 for recertification purposespurposes

12/31/2013 12/31/2013 – – Postmark cut-off date for C.P.M. Postmark cut-off date for C.P.M. Original/Original Lifetime ApplicationsOriginal/Original Lifetime Applications

12/31/201412/31/2014 – – Bridge Exam no longer available to testBridge Exam no longer available to test

*Note: Exam Registrations are valid for one (1) year from the date of *Note: Exam Registrations are valid for one (1) year from the date of registration.registration.

ISM’s Certification ISM’s Certification DepartmentDepartment

seeks your seeks your expertise!!!expertise!!!

If you or someone you know is If you or someone you know is interested in assisting ISM interested in assisting ISM

with our professional with our professional credentialing programs credentialing programs

please contact us.please contact us.

Certification Department Certification Department Contacts:Contacts:

Customer Service: 800-888-6276 ext 401- Customer Service: 800-888-6276 ext 401- questions about exam registrationquestions about exam registration

Certification Information line - ext. 3027Certification Information line - ext. 3027 Email: certification@ism.wsEmail: certification@ism.ws Althea (Al) Levine - questions regarding Althea (Al) Levine - questions regarding

certification and application process ext. 3094certification and application process ext. 3094 Lyndsey Ferro – administrative support ext. Lyndsey Ferro – administrative support ext.

30443044 David Migliore - concerns related to onsite & David Migliore - concerns related to onsite &

Prometric testing ext. 3074Prometric testing ext. 3074 Karen Collins - Manager ext. 3123Karen Collins - Manager ext. 3123 Christina Foster - VP ext. 3011Christina Foster - VP ext. 3011

Thank you! Thank you!