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C.P.M.ExamSpecifications


-Module1:PurchasingProcess
InstituteforSupplyManagement™(ISM)CertificationProgram
CertifiedPurchasingManager(C.P.M.)ExaminationSpecifications
EffectiveJanuary1,2001
FinaldraftPublishedSeptember,1999

MODULE1:PURCHASINGPROCESS
IdentifyingRequirements
PreparationofSolicitations
SupplierAnalysis
ContractExecution,Implementation,andAdministration
PartA.IdentifyingRequirements

TASK101:Establishprocurementplansandmakedecisionsnecessarytopurchaseproductsorservicesincongruencewithorganizationalobjectivesandsourcingstrategies.

Knowledgeof:

1)Internalorganizationconditionsleadingtodecisionstobuy

Operationalstrategies
Financialstrategies
Marketingstrategies
Supplystrategies
2)Marketconditionsleadingtodecisionstobuy

3)Supplier/contractormarketingstrategiesandhowtheyrelatetobuydecisions

4)Useofashort-andlong-rangematerials/serviceplan

5)Organizationalopportunitiesforstandardization,consolidation,outsourcing,partnering,andcooperativepurchasing

TASK102:Reviewpurchaserequisitionsinaccordancewithorganizationalrequirementsand/orbudgetaryconstraints.

Knowledgeof:

1)Typesofpurchaserequisitions

Standardrequisitions
Travelingrequisitions
Projectbillofmaterial(e.g.,construction)
Systems-generatedrequisitions
Electronicrequisitions
2)Commonorganizationalrequirementsforrequisitions
Specificationsandstatementsofwork,format,andcontent
Justificationtolimitcompetition
Formatandcontentofin-houseestimates
Controlofunauthorizedbuying(ratification)
Procedurestoensurethatnecessaryapprovalshavebeenobtained
Signinglimits/approvallevelsandthresholds
Leadtimes
3)Socioeconomicgoalsandobjectivesastheyrelatetorequisitions

4)Budgetaryreviewprocedures

Proceduresforbudgetedversusnonbudgetedacquisitions
Availabilityoffunds
Fundingcostreimbursables
5)Expenseallocation

6)Typesandsourcesoffundsandtheirrelationshiptorequiredgoodsandservices(e.g.,grants,capital)

7)Prioritysequencesforhandlingpurchaserequests

First-come,first-served
Arrangementbyneeddate
Rushorders/em