CPSM Bridge Exam
Overview
Program Outline - Portions of Each of the Following Tasks
Contracting and Negotiation
Task 1-A-1 Competitive bids, quotations and proposals.
Task 1-A-2 Strategies and tactics for negotiations.
Task 1-A-4 Manage the preparation of contracts/purchase orders/agreements.
Cost and Finance
Task 1-B-1 Prepare and/or administer a supply management department budget.
Task 1-B-2 Develop cost management program strategies for purchases.
Task 1-B-3 Identify savings potential for specific categories through spend analysis.
Task 1-B-4 Perform cost/benefit analyses on acquisitions.
Task 1-B-5 Develop financing and leveraging strategies for purchases.
International
Task 1-C-1 Identify and assess international markets for goods and services.
Task 1-C-2 Develop international sources of materials and services.
Task 1-C-3 Develop and maintain documentation regarding cross-border
transactions.
Social Responsibility
Task 1-D-1 Develop and act upon a code of business conduct.
Task 1-D-2 Establish and monitor environmentally responsible programs.
Task 1-D-3 Implement, monitor and promote supply chain safety policies &
procedures.
Sourcing
Task 1-E-1 Analyze potential sources of goods or services.
Task 1-E-2 Evaluate competitive offerings to determine the overall best offer.
Supplier Relationship Management
Task 1-F-1 Identify opportunities and benefits for rationalizing the supply base.
Task 1-F-2 Develop/manage effective relationships with suppliers.
Task 1-F-4 Develop new supplier qualification plans and reports.
Task 1-F-6 Develop and execute supplier exit strategies.
Forecasting
Task 2-A-1 Provide data on current and future and global/domestic market
conditions.
Task 2-A-2 Develop supply forecasts.
Logistics
Task 2-B-1 Design/modify logistics facility layouts.
Task 2-B-2 Direct traffic/distribution policies and procedures.
Task 2-B-3 Manage international transportation, invoicing and documentation
functions.
Task 2-B-4 Manage the resolution of delivery/receiving problems.
Materials and Inventory Management
Task 2-C-1 Develop/implement a material and/or service standardization program.
Task 2-C-2 Develop/implement a warehouse and inventory management system.
Task 2-C-3 Coordinate and/or monitor the movement of equipment and assets.
Task 2-C-4 Develop, oversee and execute disposition plan for excess inventory.
Organization/Department Assessment
Task 2-D-1 Monitor work against business plans and adjust plans as appropriate.
Task 2-D-3 Develop tools to measure, report and improve compliance with supply
management policies.
Task 2-D-4 Analyze and resolve issues raised in supply management audit reports.
Planning
Task 2-E-1 Implement or utilize requirements planning. (xRP - ERP, MRP, MRP II,
DRP, DRP II)
Task 2-E-2 Develop, implement, and monitor the forecasting, scheduling and
inventory control functions.
Product and Service Development
Task 2-F-2 Manage ramp-up strategy and implementation to full-scale production.
Project Management
Task 2-G-1 Perform project management activities representing the supply
management organization.
Task 2-G-2 Implement a continuous improvement process within the supply chain.
Quality
Task 2-H-3 Develop, measure and evaluate quality to improve supplier
performance.
Leadership
Task 3-A-1 Represent the supply management organization in decisions related to
the organization policies.
Task 3-A-2 Develop and implement business plans.
Task 3-A-3 Develop, implement and monitor a strategic supply management plan.
Task 3-A-4 Plan/develop/provide operating policies, guidelines and procedures.
Task 3-A-5 Develop/implement changes to supply management policies as
needed.
Task 3-A-6 Participate in company acquisitions, mergers and divestitures.
Task 3-A-7 Represent the supply organization in meetings with corporations and
government agency.
Task 3-A-10 Market the value of strategic sourcing and sourcing strategies.
Task 3-A-12 Hire, develop, retain, promote and/or dismiss supply management
personnel.
Task 3-A-18 Create and manage a succession plan.
Risk and Compliance
Task 3-B-1 Develop, implement and manage a risk profile and strategies.
Task 3-B-2 Develop and implement a risk management and/or claims management
program.
Task 3-B-4 Develop/implement/maintain a database/physical filing system.
Task 3-B-5 Verify the existence, accuracy and completeness of relevant financial
transactions.
Task 3-B-6 Assess risk from end of life cycle issues in the marketplace.
Task 3-B-7 Manage and control the storage/disposal of hazardous/regulated
materials.
Strategic Sourcing
Task 3-C-1 Establish and execute strategic sourcing plans..
Task 3-C-2 Establish and standardize strategic sourcing procedures and business
process improvements.
Task 3-C-3 Identify, evaluate, select and implement technologies that support
supply management functions.
Task 3-C-4 Leverage spend through identification, prioritization, development and
execution of strategies.
Task 3-C-5 Conduct analysis to determine insourcing or outsourcing strategy.
Task 3-C-6 Create new systems and process improvements to help the
organization meet sales goals.
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