ISM Professional ISM Professional Credentialing ProgramsCredentialing Programs

September 2007September 2007

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 toThe Mission of ISM is to Lead Supply Management Lead Supply Management

ISM Strategic Imperative:

Certified Professional in Supply Management (CPSM) is recognized as THE essential qualification required to succeed as a supply management professional.

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 Board to 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

CAPS Research Indicates:CAPS Research Indicates:

The forces of change that impact supply The forces of change that impact supply management in the decade ahead include management in the decade ahead include globalization, changing demographics, globalization, changing demographics, shifts in consumer demand, resource shifts in consumer demand, resource scarcity, environmental pressures, scarcity, environmental pressures, technology advances, governmental technology advances, governmental regulation and activism. These forces are regulation and activism. These forces are not only reshaping markets, industries, not only reshaping markets, industries, and products; they are reshaping our and products; they are reshaping our profession.profession.

CAPS Research and A T Kearney: CAPS Research and A T Kearney: Succeeding in a Dynamic World: Supply Management in the Decade AheadSucceeding in a Dynamic World: Supply Management in the Decade Ahead

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

A supply manager provides leadership by aligning resources to define and satisfy diverse internal and external customer needs through the acquisition and ongoing management of

materials and services.

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%

0%10%20%30%40%50%60%70%80%90%

100%

Purch

asing

/Pro

cure

men

t

Strate

gic S

ourc

ingLo

gistic

s

Quality

Inve

ntor

y Con

trol

Mat

erial

s Man

agem

ent

Trans

porta

tion/

Traffic

/Ship

ping

Dispos

ition/In

vestm

ent R

ecov

eryW

areho

using

Distrib

ution

Receivi

ngPac

kagin

g

Produc

t/Ser

vice

Develo

pmen

t

Man

ufactu

ring S

upervi

sion

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 and March Pilot Exam – February and March

20082008 Developing courseware for review Developing courseware for review

instructorsinstructors

CPSM RequirementsCPSM Requirements

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

Bachelor’s degree from a regionally Bachelor’s degree from a regionally accredited college or university or the accredited college or university or the equivalent earned outside the United States equivalent earned outside the United States

Successful passing of the Bridge Exam with a Successful passing of the Bridge Exam with a valid C.P.M. OR Successful passing of the valid C.P.M. OR Successful passing of the three CPSM examsthree CPSM exams

Application processApplication process

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 (3) of the CPSM ExamsOr ALL three (3) of the CPSM Exams

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 – One Year Grace period – resets resets certification datecertification date

CPSM Study MaterialsCPSM Study Materials

CPSM Study Guide – Late 2007CPSM Study Guide – Late 2007 CPSM Book Series (3 volumes) – Early CPSM Book Series (3 volumes) – Early

20082008 CPSM Supplemental Reading ListCPSM Supplemental Reading List CPSM Diagnostic Kit – 2009CPSM Diagnostic Kit – 2009 The Supply Management HandbookThe Supply Management Handbook ISM Glossary of Key Supply Management ISM Glossary of Key Supply Management

TermsTerms

Current Costs – CPSM Current Costs – CPSM Testing FeesTesting Fees MemberMember Non-MemberNon-MemberPilot TestingPilot Testing $50$50 $50$50Onsite Testing Onsite Testing $90$90 $135$135(May 15 – Aug 31, 2008)(May 15 – Aug 31, 2008)

Onsite TestingOnsite Testing $180$180 $265$265(After Sept 1, 2008)(After Sept 1, 2008)

Computer Based Testing $180Computer Based Testing $180 $265$265 (Once Available)(Once Available)

Application FeesApplication Fees MemberMember Non-MemberNon-MemberFebruary – Aug 31, 2008February – Aug 31, 2008 $45$45 $75$75After Sept 1, 2008After Sept 1, 2008 $90$90 $150$150

Study MaterialsStudy Materials CPSM Study Guide and CPSM 3-book series for an CPSM Study Guide and CPSM 3-book series for an

introductoryintroductoryprice of $99. price of $99. After April 1, 2008 the price will increase to $259 for the same package After April 1, 2008 the price will increase to $259 for the same package

for members.for members.

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

* All scores are valid for three (3) years* All scores are valid for three (3) years

CPSM Exam 1CPSM Exam 1

Foundation of Supply Management Foundation of Supply Management – 25 tasks25 tasks– Content AreasContent Areas

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

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

QuestionsQuestions Sourcing – 3 Tasks – 20 QuestionsSourcing – 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 – 3 Tasks – 19 QuestionsForecasting – 3 Tasks – 19 Questions Logistics – 4 Tasks – 19 QuestionsLogistics – 4 Tasks – 19 Questions Materials & Inventory Management – 4 Materials & Inventory Management – 4

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

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

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

Questions Questions Quality – 3 Tasks – 21 QuestionsQuality – 3 Tasks – 21 Questions

CPSM Exam 3CPSM Exam 3

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

Leadership – 18 Tasks – 96 QuestionsLeadership – 18 Tasks – 96 Questions Risk and Compliance – 8 Tasks – 32 Risk and Compliance – 8 Tasks – 32

QuestionsQuestions Strategic Sourcing – 6 Tasks – 37 QuestionsStrategic Sourcing – 6 Tasks – 37 Questions

CPSM Bridge ExamCPSM Bridge Exam

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

The Bridge Exam will be available to test through The Bridge Exam will be available to test through the end of 2014.the end of 2014.

The Bridge will not be available during Pilot The Bridge will not be available during Pilot Testing. The Bridge will be first available at ISM’s Testing. The Bridge will be first available at ISM’s Annual Conference in St. Louis, MO, May 7, 2008. Annual Conference in St. Louis, MO, May 7, 2008.

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

Pass the C.P.M. Exam (four modules) Pass the C.P.M. Exam (four modules) 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

Application processApplication process 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 courses Categories for earning CEHs – college courses & seminars (taken or taught), contributions to & seminars (taken or taught), contributions to the profession, articles.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 12/31/2008).available for registration after 12/31/2008).

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

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

C.P.M. Study GuideC.P.M. Study 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

Current Costs – C.P.M.Current Costs – C.P.M.

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$190International 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$100A.P.P. ReaccreditationA.P.P. Reaccreditation $ 50$ 50 $ 80$ 80

Important DatesImportant Dates

Feb & Mar/2008Feb & Mar/2008 – – CPSM Pilot TestingCPSM Pilot Testing 20082008 – – CPSM AvailableCPSM Available 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* 12/31/2013 12/31/2013 – Postmark cut-off date for C.P.M. – Postmark cut-off date for C.P.M.

Original/Original Lifetime Original/Original Lifetime ApplicationsApplications

12/31/201312/31/2013 – Postmark cut-off date for CPSM – Postmark cut-off date for CPSM Bridge Exam Registration Bridge Exam Registration

processing*processing*

*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.

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!