Professional Certification in Procurement and Logistics by zsb87270

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									                                               Established 1978
The National Institute of Governmental Purchasing, Inc. & The National Association of State Procurement Officials
   151 Spring Street, Herndon, VA 20170  703-736-8900  Fax 703-796.9611 email: certification@uppcc.org




CERTIFIED PUBLIC PURCHASING OFFICER
               (CPPO)


CERTIFIED PROFESSIONAL PUBLIC BUYER
               (CPPB)



                                           June 2006 Edition
WELCOME                                                                   CONTENTS
                                                                          (High profile issues are identified by question numbers in
                                                                          brackets)
On behalf of the Universal Public Purchasing Certification
Council (UPPCC), I appreciate your interest in learning about the         Membership of the UPPCC .......................................... 3
value of professional certification in public procurement.                Membership of the BOE............................................... 4
                                                                          Vision and Mission of UPPCC ..................................... 4
As the public procurement function transforms from a regulatory           Program History ........................................................... 5
agency to a strategic player with greater credibility and                 Value of Certification ................................................... 5
recognition, professionals who serve in governmental                      Administration of the Program ................................... 6
procurement have expressed an increased interest in achieving             Eligibility Requirements .............................................. 7
certification. Some will do so in order to demonstrate that they               Eligibility Schedules ................................................ 7
offer their governmental employers and taxpayers a heightened                  Purchasing Experience Defined [15] ...................... 8
understanding of the body of knowledge required to be                          Purchasing Buyer Function Defined [17] ................ 8
successful in this discipline. Others will seek certification in order         Functions That Do Not Qualify [18] ........................ 8
to increase their opportunities for promotion – particularly since             Purchasing Manager Function Defined [19] ........... 8
many governmental agencies require professional certification as               Supervisory Position Defined [20] .......................... 9
a prerequisite for employment. Whatever your motivation is, I                  Delayed Eligibility [25] ........................................ ….9
trust that this experience is both challenging and rewarding.                  Formal Coursework [26] ......................................... 9
                                                                          The Application Process ........................................... 10
The certification examinations offered by the UPPCC are                   General Information ...................................................... 10
rigorous. We do not anticipate that all candidates will                        Fees [30] .............................................................. 10
successfully pass the examination – but for those who do, their                G.I. Bill Reimbursement [31] ................................ 10
professional designation as a Certified Professional Public Buyer              Applying for CPPO if already a CPPB [32] .......... 10
(CPPB) or a Certified Public Purchasing Officer (CPPO)                         Applying for CPPB as a C.P.M. [33] ..................... 10
admirably reflects their understanding of a complex procurement                Applying for CPPO as a C.P.M. [34]..................... 10
function and an ability to apply this knowledge to the workplace in            Special Needs Accommodations [35] ................... 11
service to the taxpayers. I wish you the very best as you strive to            Candidate Confidentiality [36]............................... 11
achieve your certification.                                                    Time Period of Application [38]............................. 11
                                                                               Application Extensions [39] .................................. 11
Sincerely,                                                                Documenting Work Experience .................................... 11
                                                                          Documenting Formal Education ................................... 12
                                                                          Documenting Coursework ............................................ 12
                                                                          Application Submittal Process ...................................... 13
                                                                          Appeals Process .......................................................... 13
                                                                          The Examination Process ....................................... ...14
                                                                               Specific Exam Dates [58] ..................................... 14
                                                                               Scheduling an Exam [59]...................................... 14
                                                                               Exam Cancellation [60]......................................... 14
Don Buffum, CPPO                                                          Preparation for the Exam ............................................. 14
Chairman                                                                       Administration of Exam [62].................................. 15
UPPCC                                                                          CPPB Examination Outline [63]............................ 15
                                                                               CPPO Examination Outline [64] ........................... 15
                                                                               Structure of CPPO Oral Exam [65] ....................... 16
                                                                               Supervisor Notification [66]................................... 16
                                                                               Examination Scoring [67]...................................... 16
                                                                               Results Notification [68] ........................................ 16
                                                                               Supervisor Attaining Results [69] ......................... 16
                                                                               Re-Examination Fee [70] ...................................... 16
                                                                               Re-Exam Waiting Period [71] ............................... 17
                                                                               Re-Examination Scheduling [72] ......................... .17
                                                                               Replacement Certificates [73] ............................. .17
                                                                          Recertification ............................................................ 17
                                                                          Lapsed Certification ................................................... 17
                                                                          Lifetime Certification.................................................. 17
                                                                          Revocation of Certification ....................................... 18
                                                                          UPPCC Code of Ethics ............................................... 18
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                               UPPCC Handbook for Professional Certification in Public Procurement, June 2006
               THE UNIVERSAL PUBLIC PURCHASING CERTIFICATION COUNCIL (UPPCC)

REPRESENTING THE NATIONAL INSTITUTE OF                                  REPRESENTING THE NATIONAL ASSOCIATION OF STATE
GOVERNMENTAL PURCHASING, INC. (NIGP)                                    PROCUREMENT OFFICIALS (NASPO)

James B. O'Neill II, CPPO                                               Donald Buffum, CPPO
Vice Chairman                                                           Chairman
Director of Purchasing & Risk Management                                Materials Management Officer
City of Fort Collins, CO                                                Department of Finance & Administration
                                                                        State of Mississippi
Louis Moore, CPPO, CPPB                                                 Jackson, MS
Secretary
Director of Purchasing & Materials Management                           John Adler, CPPO
City of St. Petersburg, FL                                              Treasurer
                                                                        Purchasing Manager
Rick D. Berry, CPPO                                                     AZ Department of Administration
Director of Materiel Management                                         Phoenix, AZ
Old Dominion University
Norfolk, VA                                                             Mark D. Hutchison Sr., CPPO, CPPB
                                                                        Procurement Manager
                                                                        State of Ohio

                                             FEDERAL GOVERNMENT REPRESENTATIVES

Canada Representative
Micheline Brunette
Treasury Board of Canada, Secretariat
Ottawa, Ontario (Canada)
                                                 ACADEMICIAN MEMBERS (Non-Voting)

Cliff McCue, Ph.D.                                                      Khi Thai, Ph.D.
Assistant Professor                                                     Editor, Journal of Public Budgeting
Florida Atlantic University                                             Florida Atlantic University
Urban & Public Affairs, School of Public Administration                 Urban & Public Affairs, School of Public Administration

                                                          PROGRAM STAFF

Program Administrator                                                   Certification Analyst
Rick Grimm, CPPO, CPPB                                                  Charles Tedesco, CPPO

Program Coordinator                                                     Certification Coordinator
Carol D. Hodes, CAE                                                     Kitty Campbell

Certification Manager
Ann Peshoff

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                             UPPCC Handbook for Professional Certification in Public Procurement, June 2006
                                    THE UPPCC BOARD OF EXAMINERS (BOE)

REPRESENTING THE NATIONAL INSTITUTE OF                                  REPRESENTING THE NATIONAL ASSOCIATION OF STATE
GOVERNMENTAL PURCHASING, INC. (NIGP)                                    PROCUREMENT OFFICIALS (NASPO)

William E. Hertwig Jr., CPPO, CPPB, C.P.M.                              James Miluski, CPPO
BOE Chairman                                                            Director, State of Missouri
Asst. Director of Logistics & Tech Support                              Jefferson City, MO 65101-1580
Metro North Commuter Railroad
Yonkers, NY                                                             Gretchen Adkins, CPPO
                                                                        Procurement Manager
Lucy Slaich, CPPO, C.P.M.                                               State of Ohio
Director of Procurement
Towson University                                                       David Kinney, CPPO
                                                                        Supervisor, Procurement Unit
Mr. Jack T. Pitzer, Ph.D., CPPO                                         State of New Jersey
Purchasing Agent                                                        Trenton, NJ
City of Alexandria, VA



                                              INTERNATIONAL ADVISORS (Non-Voting)


               Elène Fromanger, CPPO, CPPB                              James P. Kearney, MIIPMM, C.P.M., CPPB
              Manager, Continuous Improvement                           Procurement and Materials Mgmt Health Service Executive
           Acquisitions Renewal, Acquisitions Branch                    Ireland Shared Service Eastern Region
            Public Works & Gov. Services Canada



                            Vision:
                                                                                  Mission:
         The vision of the Universal Public Purchasing
         Certification Council (UPPCC) is to create a global
         recognition and acceptance of the Certified Public             The mission of the Council is to establish and monitor the
         Purchasing Officer (CPPO) and the Certified                    professional standards required for success in the public
         Professional Public Buyer (CPPB) designations as               purchasing profession.
         being representative of public procurement excellence.




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                             UPPCC Handbook for Professional Certification in Public Procurement, June 2006
A BRIEF HISTORY OF THE PROGRAM                                              that procurement standards and norms should be the same in all
                                                                            public purchasing environments, the UPPCC certification programs
                                                                            have been established to meet the requirements of all public
1.   Origins of the Universal Public Purchasing Certification               purchasing personnel in federal, state, and local governments.
     Council

The education and continuing professional development of those
individuals involved in public procurement has been a primary
objective of the National Institute of Governmental Purchasing
(NIGP) since its founding in 1944. In 1964, this quest for excellence
in public procurement was more clearly defined when NIGP
developed and initiated its Certified Public Purchasing Officer             
(CPPO) program. The CPPO program of NIGP was, at the time of
its initiation, the only professional certification offered by a national
                                                                            THE VALUE OF PROFESSIONAL
professional purchasing association in North America.                       CERTIFICATION
The concept underlying the development of the CPPO program was              3.   Why should people who have been purchasing in the
to establish a standard by which qualifications of any public                    public sector for years as well as those public
procurement official could be evaluated for a managerial or                      purchasers new to the profession become certified?
supervisory level position in public procurement. Public purchasers
and personnel specialists informed NIGP that such a standard was            The same response applies to both the seasoned professional
needed.                                                                     and the recently hired/appointed public purchaser. Purchasing
                                                                            has a strategic role in most organizations and the competency of
In order to more effectively promote and insure professionalism in          its purchasing personnel can become the critical element and
public sector procurement, NIGP and the National Association of             focus in the spending of tax dollars. Certification is the process
State Procurement Officials (NASPO), jointly established the                by which the public purchaser demonstrates a standard of
Universal Public Purchasing Certification Council in 1978. The              competency for the benefit of the public. Certification reflects
functions of the Council are as follows:                                    established standards and competencies for those engaged in
                                                                            governmental purchasing and attests to the purchaser’s ability to
    to establish, monitor, and revise requirements for certification;      obtain maximum value for the taxpayer's dollar.
    to continue research efforts relating to the certification of public
     purchasers;                                                            The trend in governmental purchasing is for mandatory
    to coordinate with other NIGP and NASPO programs in order              certification of procurement professionals. This designation
     to further the certification of public procurement officers; and       communicates to the taxpayer that the public employee who
    to do all things necessary and proper to promote and insure            manages tax dollars has reached a specific level of education
     professionalism in public procurement                                  and experience and is knowledgeable about government
                                                                            purchasing.
Realizing the need for a certification program for non-managers, the
Universal Public Purchasing Certification Council (UPPCC), its
Board of Examiners (BOE), and NIGP’s Education and Professional             4.   In North America, how widely recognized is the UPPCC
Development Committee developed the Professional Public Buyer                    certification program?
(PPB) certificate. The first PPB certificate was issued in 1979. This
designation was changed by the UPPCC to Certified Professional              In the United States, many local and state governments formally
Public Buyer (CPPB) in 1991.                                                recognize the CPPO and CPPB designations as meaningful
                                                                            standards for employment and advancement of public procurement
2.   Program Designations                                                   personnel. The U.S. Office of Personnel Management's revised
                                                                            standards for the Contracting Officers Warrant Program (COWP)
The Universal Public Purchasing Certification Council program is            recognizes the CPPO certificate awarded by the UPPCC.
applicable to all-public and/or governmental organizations and
agencies. The program has two designations, a Certified Public              In Canada, the CPPO and CPPB designations are highly
Purchasing Officer (CPPO), and a Certified Professional Public              regarded by all levels of government, and in some locations have
Buyer (CPPB).                                                               been integrated as prerequisites into their promotion systems.

The CPPB level applies to individuals who have demonstrated
prescribed levels of professional competency as a buyer in public
and governmental purchasing, and not required to meet the
additional managerial function requirement for CPPO. Realizing
                                                                     5
                                UPPCC Handbook for Professional Certification in Public Procurement, June 2006
5.   How many professionals hold either a CPPO or CPPB                   8.   In lieu of the current trend toward state certifications,
     designation?                                                             how valuable are the CPPB and CPPO certifications?

As of April 2006, the Council has issued 1,415 CPPO certificates         The trend has been for state governments to develop internal
and 7,504 CPPB certificates.                                             training and professional certification designations in order to
                                                                         enhance the professionalism of their purchasing staff. While the
                                                                         Council applauds this effort to promote professionalism, the
6.   Is the UPPCC program recognized internationally?                    Council has also encouraged State governments to adopt a
                                                                         blended certification program that embraces the existing
                         Yes. In addition to the traditional             professional certifications and training programs with
                         strongholds of the public purchasing            augmentations of specialized training on the unique procurement
                         certification program in the United             requirements contained in the individual state codes and
                         States and Canada, practicing                   statutes. In this way, the State government can adopt a quality
                         professionals in Bermuda, India,                educational program, such as the curriculum offered by NIGP,
                         Nigeria and Sierra Leone also hold              and a credible certification program like the CPPO and CPPB
                         CPPB credentials. In Ireland, the               designations rather than building a unique program at
CPPB designation has become the standard-bearer for public               considerable costs. Additionally, the use of a universal
sector procurement professionals. The Irish Institute of                 designation provides greater versatility and transferability to the
Purchasing and Materials Management currently administers the            certificate holder.
CPPB program in Ireland.
                                                                         State agencies that are interested in developing a blended
The International Federation of Purchasing and Supply                    certification program should contact the UPPCC Certification
Management (IFPSM) have accredited the UPPCC certification               Manager regarding these opportunities.
programs. The IFPSM is composed of 42 national member
associations spread over six continents representing more than           
200,000 purchasing and materials management professionals.
www.ifpsm.org
                                                                         ADMINISTRATION OF THE PROGRAM
7.   How does the UPPCC ensure that its program remains
     relevant to the needs of the public procurement                     9.   Who owns the certification program?
     professional?
                                                                         The certification program is owned and governed by the
The current program maintains the spirit and intent of the original      Universal Public Purchasing Certification Council (UPPCC or
program, but seeks to address certification requirements for the         Council).     While the National Institute of Governmental
public professional in the 21st century.                                 Purchasing (NIGP) and the National Association of State
                                                                         Procurement Officials (NASPO) elect representatives to serve on
In 1997, the UPPCC and the NIGP co-commissioned a                        the Council, the program is governed exclusively by the Council.
comprehensive job analysis of the knowledge and skill sets required      It is neither NIGP’s nor NASPO’s certification program; nor do
by the public procurement official in order to remain successful in      their respective Boards of Directors have the authority to effect
the workplace. This profile has been utilized by NIGP to realign its     policy issues for the CPPO and CPPB professional certifications.
educational curriculum. As a result, NIGP continually reviews its
textbooks. The UPPCC will be conducting a new analysis in 2006.
                                                                         10. What is the scope of authority of the Council?
The UPPCC and its Board of Examiners (BOE) utilizes the job
profile to re-structure the certification examinations in order to       The Council determines all policy and governance issues related
ensure that the exam questions accurately reflect the body of            to the program including eligibility requirements, fee structures,
knowledge required by the profession. Since the certification            re-certification requirements, examination structure, budget and
examination reflects the broad range of tasks important to the public    administrative issues, and the appointment of the Board of
purchasing profession, the exam may reflect subject matters that         Examiners.
are not familiar to every candidate. Candidates are strongly
encouraged to review the topic areas of the examination outline
(examination blueprint) and enroll in appropriate coursework in
preparation for the certification examination.




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                              UPPCC Handbook for Professional Certification in Public Procurement, June 2006
11. Who is the Board of Examiners?                                       achieved by the candidate at the time of application. For
                                                                         example, a four-year or advanced college degree will reduce the
The Board of Examiners is comprised of elected representatives           coursework and experience requirements.
from NIGP and NASPO who are approved by the Council. The
BOE also consists of non-voting advisors from the academic
community as well a Canadian stakeholder who assists the                 14. Are there different levels of qualification based on the
Board in developing exams, which are culturally sensitive to the             three essential components?
North American and international communities. The Board of
Examiners (BOE) function is to continually develop and revise            Yes. To determine the appropriate combination of requisites for
the CPPO and CPPB certification examinations subject to the              each designation, the Council established a series of eligibility
approval of the Council.                                                 schedules. The Council reserves the right to modify these
                                                                         schedules periodically in order to reflect the changing
                                                                         requirements of the profession. It is essential that all certification
12. Who administers the certification program?                           candidates determine which eligibility schedule apply to their
                                                                         particular circumstance; as this affects the ability of the candidate
The UPPCC contracts with NIGP to support the daily                       to qualify for certification.
administration of the program. This includes professional staff,
office space, and other infrastructures needed to manage an              CPPB Eligibility Schedules
international program.                                                   Schedule A        High School Diploma or GED
                                                                                           96 contact hours in purchasing seminars/courses*
                                                                                           5 years total purchasing experience which must
The professional staff is responsible for verifying candidate
                                                                                            include 3 years of public purchasing experience
eligibility, administering exams, issuing certifications, issuing re-
certification notices, processing financial transactions, managing       Schedule B        Associates degree
a central database of candidates and certificate holders, and                              96 contact hours in purchasing seminars/courses*
maintaining a physical record-keeping system. This professional                            4 years total purchasing experience which must
                                                                                            include 3 years of public purchasing experience
staff includes individuals who work exclusively for the Council as
well as NIGP employees who support the program in addition to            Schedule C        Bachelors degree
their NIGP responsibilities.                                                               48 contact hours in purchasing seminars/courses*
                                                                                           2 years of public purchasing experience
                                             Schedule D        Advanced degree (Masters or Ph.D.)
                                                                                           24 contact hours in purchasing seminars/courses*
ELIGIBILITY REQUIREMENTS                                                                   2 years of public purchasing experience


13. How are the UPPCC requirements different from other
                                                                         * College/university level coursework may be applied to meeting
    professional certification programs – particularly those
                                                                         the coursework requirement. See question 45 of this Handbook
    programs relevant to procurement?
                                                                         for more information on this topic.
The UPPCC programs are designed specifically for the public
                                                                         CPPO Eligibility Schedules
procurement professionals. Only those individuals who have               Schedule A        Holder of CPPB Designation
public purchasing experience are eligible. The programs include                            144 contact hours in purchasing seminars/courses*
three essential components for eligibility:                                                8 years total purchasing experience: 6 years of
                                                                                            public purchasing experience, of which 3 are in a
    Work experience                                                                        public purchasing management function
    Coursework in procurement; as defined in this Handbook              Schedule B        Bachelors degree
    Formal education                                                                      48 contact hours in purchasing seminars/courses*
                                                                                           3 years total purchasing experience: 2 years of
                                                                                            public purchasing experience, of which 2 are in a
Unlike most purchasing-related certification programs, the                                  public purchasing management function
Council requires substantial work experience in purchasing               Schedule C        Advanced degree (Masters or Ph.D.)
including some years of public purchasing experience. This work                            24 contact hours in purchasing seminars/courses*
experience must be complemented by formal training courses                                 3 years total purchasing experience: 2 years of
specifically in procurement as well as formal education; with                               public purchasing experience, of which 2 are in a
some college work preferred for a CPPB designation and a                                    public purchasing management function
college degree required for CPPO candidates who do not hold a
CPPB designation.                                                        * College/university level coursework may be applied to meeting
                                                                         the coursework requirement. See question 45 of this Handbook
The requirements for work experience and formal coursework are           for more information on this topic.
dependent upon the amount of formal college education
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                              UPPCC Handbook for Professional Certification in Public Procurement, June 2006
                                                                        17. How is the “Purchasing Buyer Function” defined for
                                                                            CPPB eligibility purposes?

                                                                        The Purchasing Buyer Function involves the process of
                                                                        determining the customer requirements, reviewing specifications
                                                                        or requirements, developing and issuing bids, evaluating offers
                                                                        and selecting the vendor, arriving at fair and reasonable price
                                                                        and terms, preparing the contract or purchase order, vendor
                                                                        relations, following up to ensure timely delivery, and contract
15.    How is “Purchasing Experience” defined for eligibility           administration provisions.
       purposes?
                                                                        Personnel involved in one or more facets of the purchasing cycle
Purchasing Experience is defined as the length of time                  shall also be eligible: managers of contracts; warehouse
employed in a position where the candidate has the responsibility       personnel including storekeepers, stocking personnel, and
to perform functions within the purchasing cycle. (Purchasing           property accountability personnel; contract oversight personnel
functions for buyer and manager are defined in subsequent               such as engineers; and MBE/WBE outreach personnel.
questions. The purchasing cycle is defined as the sequence of
activities carried out by a purchasing department in the                Additionally, training personnel who teach purchasing related
acquisition and disposition of supplies and services. In addition,      courses are also eligible.
if the delegation of purchasing activities has been transferred
from the centralized purchasing department to outlying locations        Finally, delegated purchasing authority personnel who are
with responsibilities similar or equal to those performed within a      responsible for purchasing for their own agency are eligible
centralized purchasing function, these delegated authorities will       provided that their job description meets the definition for
qualify as meeting the purchasing experience requisites.                purchasing experience.
Only those positions where the purchasing functions performed
constitute 50% or more of the total job responsibilities are            18. What job functions do not qualify under the purchasing
considered applicable positions for the purpose of qualifying for           buyer function even though they may be auxiliary to the
UPPCC certifications. The only exception to this rule is when               purchasing process?
there are instances where the candidate is the only employee
responsible for purchasing for the government entity. In such           The following activities do not meet the purchasing function
cases, the experience is applicable regardless of the amount of         definition:
time dedicated to the purchasing function.
                                                                            Budget accountability
                                                                            Financial management and accountability including budget
16.    How is “Public Purchasing Experience” defined for
                                                                             allocation and verification and payment of purchase orders
       eligibility purposes?
                                                                            Expediting activities
Public Purchasing Experience shall include full time                        Administrative, secretarial, office management, and clerical
employment with a public entity to include states and provinces,             activities
counties, municipalities, educational enterprises, authorities such         Data input positions involved within the purchasing cycle but
as parks, water and utilities, military, and federal governments.            not directly with purchasing
Candidates employed by the private sector and assigned to the
public sector on a full-time basis shall be considered as public
purchasing experience for the time assigned to the public sector.       19. How is the “Public Purchasing Manager Function”
                                                                            defined for CPPO eligibility purposes?
Only those positions where the public purchasing functions
performed constitute 50% or more of the total job responsibilities      Public Purchasing Manager functions must include responsibility
are considered applicable positions for the purpose of qualifying       for overall purchasing/material management activities in a
for UPPCC certifications. The only exception to this rule is when       specific governmental entity to include the supervision of
there are instances where the candidate is the only employee            purchasing personnel and/or the display of executive abilities
responsible for purchasing for the government entity. In such           involving economic/financial, technical, statistical, legal and
cases, the experience is applicable regardless of the amount of         administrative attributes.
time dedicated to the public purchasing function.
                                                                        Management positions may be totally dedicated to the
                                                                        purchasing function, or shared with other responsibilities. The
                                                                        percentage of time managing the purchasing function must be

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                             UPPCC Handbook for Professional Certification in Public Procurement, June 2006
50% or more of the candidates total job responsibility unless the
candidate has total responsibility for purchasing in their entity.
                                                                        24. If a candidate has worked in public procurement on a
Examples of purchasing management-related functions include:                part-time basis, can this experience be pro-rated to
 Management of contracts either within a centralized                       qualify for work experience eligibility?
    purchasing function or in a decentralized function.
 Management of user requirements, without direct                       No, the UPPCC does not pro-rate experience and a candidate
    supervision of purchasing personnel, such as buyers.                must hold or have held full time positions in purchasing to meet
 Management of warehouse, inventory or stores function.                the experience requirement.
 Management of training program, which includes purchasing
    within the curriculum.
 Management of contracts, overseeing contracts to benefit              25. If a candidate does not currently possess the minimum
    using agencies, diversity outreach programs, purchasing                 years of work experience or the minimum educational
    training programs, and budget oversight of contracts.                   contact hours required for the applicable eligibility
                                                                            schedule, can the candidate still take the examination?

20. How is “supervising purchasing personnel” defined for               Yes, a candidate can take the certification examination under a
    CPPO eligibility purposes?                                          delayed eligibility status if the minimum work experience
                                                                        requirement or educational hours requirement have not been
Supervision shall include the direct supervision of one or more         fulfilled. However, the designation will not be conferred on the
individuals who are defined as purchasing personnel.                    candidate until all requirements are fulfilled.

Purchasing Personnel shall include buyers, buyer’s assistants,          If successful on the examination the educational requirements
diversity representatives, property auditors, purchasing auditors,      must be achieved within twelve months of the exam date. If the
engineers participating in the purchasing cycle, and users who          educational hours are not completed within the twelve (12) month
are responsible for contract administration. Supervision of             period described, the application will expire. If the application
clerical/secretarial personnel and other non-buying personnel           expires, a new application with appropriate fees must be
within the purchasing function does not satisfy the eligibility         submitted for consideration.
criteria.
                                                                        This delayed eligibility decision is based on documentation
                                                                        submitted at the time of application. Educational progress is
21. If the purchasing manager manages a one-person                      expected. However, the experience factor is final as of the date
    office, does this qualify under the CPPO eligibility                of the application. If the candidate notes a discrepancy, it must be
    criteria?                                                           brought to the attention of the UPPCC in the form of a written
                                                                        appeal within thirty (30) days of notification of the delayed
Yes, a candidate who is solely responsible for the management           eligibility decision. If discrepancies regarding experience are not
and supervision of the purchasing function for the entire public        noted within this time frame the initial decision will stand as final.
entity is eligible for CPPO designation.                                Subsequent appeals will not be permitted or considered.


22. Can a candidate who held a purchasing position with a               26.    What courses satisfy the formal coursework
    private firm apply this experience to the eligibility                      requirements?
    requisites of the UPPCC?
                                                                        The following is a listing of college/university courses that have
Yes, private sector purchasing experience counts towards the            been approved to fulfill the purchasing coursework requirements:
total number of years to meet the experience requirement. An              Accounting (General accounting, cost accounting, managerial
Official Position Description must be provided for any and all               accounting)
purchasing/buyer positions that the candidate wishes to be                Contracts (Contract administration, negotiations and/or
considered towards meeting the purchasing experience                         management, cost/price analysis)
requirement.                                                              Economics (Managerial, macro, micro)
                                                                          Ethics (Business or professional ethics)
                                                                          Finance (Business or governmental)
23. If a candidate is not currently employed within the                   Law (Business law, contract law, government contract law,
    purchasing function of the public sector, is he/she                      legal environment of business management (Organizational
    eligible to apply for UPPCC certification?                               theory and behavior, public administration, project
                                                                             management)
Yes. However, an individual must meet the requirement for public          Personnel (Personnel management, performance appraisal,
purchasing experience within the candidate’s selected schedule.              employee development)
                                                                  9
                             UPPCC Handbook for Professional Certification in Public Procurement, June 2006
     Purchasing and Materials Management (purchasing,                   application is submitted. Processing will be delayed for any
      materials, inventory control)                                      applications submitted without payment or proper documentation.
     Transportation (Physical distribution, traffic management,
      logistics)
                                                                         31.    Does the VA Administration reimburse certification
27.     If, after reading this Handbook, a candidate is still                   fees under the G.I. Bill?
        unsure whether he/she is eligible for certification,
        what assistance is available?                                                              Yes, the UPPCC certification program is
                                                                                                   fully approved for reimbursement by the
The UPPCC certification team is available to address any                                           United States Department of Veterans
questions related to the certification program. The certification                                  Services. Details for filing can be found
team may be contacted at (703) 736-8900 x236 or by email at                                        at www.gibill.va.gov under the Education
certification@uppcc.org. The certification team will offer                                         Benefit Programs Section.
assistance, but will not pre-qualify applicants. Each applicant
must submit a completed application and applicable fees for
consideration for UPPCC certifications.                                  32.    If the candidate already possesses CPPB credentials,
                                                                                does all of the documentation need to be re-sent for a
                                                                                CPPO application?

                                                                         No. The only documentation required is that which demonstrates
THE APPLICATION PROCESS                                                  that the candidate meets the additional eligibility criteria required
                                                                         for the CPPO designation.
General Information
28.     What are the         essential     components       of   the     33. Can I utilize my C.P.M. towards attaining the CPPB?
        application?
                                                                         Yes, the UPPCC is offering a bridge opportunity for current C.P.M.s.
The major intent of the application is to demonstrate that               Bridge examinations are offered from August 1, 2006 through
candidates have fulfilled the three major eligibility requirements:      December 31, 2008. Individuals wishing to achieve the CPPB
                                                                         designation must hold a valid and current C. P. M. Designation. The
     Work Experience as documented in official position                 candidate will be required to complete the UPPCC application in its
      descriptions                                                       entirety, including proof of position responsibilities, years of
     Formal Education as documented through official college            experience, employment history and public purchasing experience.
      transcripts                                                        Applicable application fees and documentation are required. Each
     Formal Coursework as documented through certificates of            applicant must meet the current experience and education criteria in
      training or other proof of attendance                              order to qualify. Successful applicants will take a 50 multiple-choice
                                                                         question bridge examination addressing public sector specific
                                                                         concepts of the procurement profession.
29.     How does a candidate obtain an application for
        certification?
                                                                         34. Can I utilize my C.P.M. towards attaining the CPPO?
Certification applications are available on the UPPCC web site,
www.uppcc.org or by contacting the UPPCC Certification Office.           Yes, the UPPCC is offering a bridge opportunity for current C.P.M.s.
Candidates can either call (703) 736-8900 x236 or email                  Bridge examinations are offered from August 1, 2006 through
certification@uppcc.org to request an application and related            December 31, 2008. Individuals wishing to achieve the CPPO
materials.                                                               designation must hold a valid and current C. P. M. Designation. The
                                                                         candidate will be required to complete the UPPCC application in its
                                                                         entirety, including proof of position responsibilities, years of
30.     What are the fees for certification?                             experience, employment history and public purchasing experience.
                                                                         Applicable application fees and documentation will be required. Each
Certification fees are outlined in Section K of the application form.    applicant must meet the current experience and education criteria in
                                                                         order to qualify. Successful applicants will be exempt from taking the
The payment method must be indicated on the application. The             written examination. However, the individual wishing to achieve the
UPPCC accepts Visa, Master Card, American Express, Check,                CPPO designation will be required to take an oral examination
Purchase Order or Money Order. All fees are quoted in US                 conducted by a panel of CPPOs and evaluated under the same
Dollars. Checks must be made payable to the UPPCC. Payment               criteria as others who have tested before them.
must be included with the complete application at the time the

                                                                  10
                              UPPCC Handbook for Professional Certification in Public Procurement, June 2006
35. If I am interested in applying for the UPPCC                              met the educational requirements will remain active until the
    designations through the C.P.M. bridge, do I need to                      eligibility date is met.
    complete a different application form?
                                                                              C.P.M. Bridge applicants please note: The bridge opportunity
No, all applicants use the same application form to apply. The                is a temporary opportunity for C.P.M. holders. The bridge
applicant indicates the type of application they are submitting in            examinations will be offered beginning August 1, 2006 and will
Section A of the application form. Bridge applicants should check             conclude on December 31, 2008. To allow adequate time to
off the appropriate type of application in this section.                      review an application and to schedule an examination,
                                                                              applications for the C.P.M. bridge will not be accepted after
                                                                              September 30, 2008. Regardless of the application submission
35.     Does the UPPCC accommodate candidates with                            date, all testing must be successfully completed prior to
        special needs?                                                        December 31, 2008. If testing is not successfully completed by
                                                                              that time, the bridge application on file will automatically convert
Yes, the Council practices a policy of nondiscrimination on the basis         to a regular CPPB or CPPO application for the remaining portion
of race, creed, color, national origin, political or religious affiliation,   of the two (2) year life span of the application.
sex, sexual orientation, age, marital status, family relationship, or
disability by or within the organization.
                                                                              39. Will the UPPCC consider any extension of the
The UPPCC is also in compliance with the American Disability Act                  application period?
(ADA). Candidates who require special accommodations due to
physical limitations including hearing or visual impairments should           Yes, under extreme circumstances such as medical
contact the Certification Coordinator at (703) 736-8900 x236 for              emergencies, the UPPCC will consider extending the application
appropriate procedures.                                                       period beyond two years. Requests for extensions must be
                                                                              submitted in writing/email to the Certification Manager and must
                                                                              include a detailed reason for the request and a recommended
36. Is a candidate’s application confidential?                                revised expiration date. The Certification Manager will review
                                                                              these requests on a case-by-case basis and will notify the
Yes, it is the policy of the UPPCC to maintain all candidate                  candidate of a determination in writing.
information in confidential files. Information submitted by candidates
is for Council and staff review only for purposes of determining              There will be no extensions granted for C.P.M. bridge
eligibility and for maintaining historical records. All database              applications beyond December 31, 2008.
records are permanently archived by the UPPCC.
                                                                              
37. Can a candidate’s supervisor or other individual gain
    access to a candidate’s file?                                             Documenting Work Experience

No, the UPPCC will not release any information during the                     40. What is an Official Position Description?
application and testing process to anyone unless the Permission
for Release of Confidential Information form has been signed by               Position descriptions are used to set the "generic" description of
the candidate and is on file with the UPPCC. However, once the                the types of duties performed by positions in specific classes of
designation is conferred the status of the individuals’ certification         work. An Official Position Description includes a class title; a
is available as a public record.                                              definition of the kind of work performed in that class;
                                                                              distinguishing characteristics of the class; illustrative duties;
                                                                              knowledge, skills and abilities required to perform the work;
38. Is an application valid until such time as the candidate                  employment standards for incumbents of positions in that class;
    successfully completes all eligibility and examination                    required licenses and certificates; and necessary special
    requirements and obtains the applicable designation?                      requirements (if any) which must be met. The UPPCC uses the
                                                                              Official Position Description to determine whether the certification
No, all CPPB and CPPO applications remain in active status for a              candidate performs the essential functions of a purchasing buyer
period of two years. During that time candidates must complete                or manager; particularly in those cases where the official title of
and pass all testing requirements. If testing is not completed                the position does not accurately reflect the work that is
within the two year period, the application and all supplemental              performed.
documentation are destroyed. The applicant must then submit a
new application with appropriate fees and demonstrate that                    All information and documentation must be provided in English
she/he meets all of the eligibility requirements stipulated at the            and there are no exceptions to this rule. If the documentation is
time the new application is submitted. Applications for candidates            not available in English, the candidate must provide a notarized
in delayed eligibility status who have passed the exam and have               translation into the English language to supplement the original.
                                                                     11
                                 UPPCC Handbook for Professional Certification in Public Procurement, June 2006
41. What should the candidate do if an Official Position                  All information and documentation must be provided in English
    Description is not available?                                         and there are no exceptions to this rule. If the documentation is
                                                                          not available in English, the candidate must provide a notarized
Alternate personnel documents issued by the Human Resources               translation into the English language to supplement the original.
Department of the governmental entity or business may be
accepted as a variation of the Official Position Description. At a
minimum, this documentation must be on government or                      45. How are contact hours for seminars calculated for
business letterhead and authenticated by the Human Resources                  purposes of meeting the eligibility requirements?
Director to the extent possible.
                                                                          Each full day of classroom training is calculated as eight contact
Under no circumstances are resumes acceptable as an alternate             hours. Pro-rated hours for less than a full day of training are
form for documenting work experience.                                     acceptable.


42. How can a candidate claim work experience from a                      46. How are contact hours computed for coursework at the
    governmental unit or private company that is no longer                    formal education level?
    in existence?
                                                                          There are a variety of college/university level courses that are
As a rule, corporations must keep personnel records for a                 applicable to meeting the coursework requirement (please see
number of years. The state archivist should be able to provide            question 26 of this Handbook for a complete list of courses). Since
candidates with the statute of retention and where to apply for           the coursework requirement is measured in contact hours, the
past records.                                                             candidate must perform a simple calculation to translate college
                                                                          credit hours into contact hours. The calculation is provided below:
In addition, the candidate has hopefully maintained private
records of past official position descriptions, performance                   Total Number of
evaluations or other documentation that can be used to                          Credit Hours            X         8 = contact hours
document past experience with defunct organizations.                            For Course

                                              In order to receive credit for coursework at the formal education
                                                                          level, the candidate must provide the UPPCC with
                                                                          documentation. Official college transcripts MUST be mailed
Documenting Formal Education
                                                                          directly to the UPPCC from the institution of higher learning to
                                                                          ensure authenticity. The candidate must have completed the
43. If a candidate is applying under an eligibility schedule
                                                                          course and received a passing mark in order to receive credit.
    that includes a college degree, what documentation
    must be submitted?
                                                                          47. If a candidate attended a seminar in conjunction with a
An official transcript from the college or university is required, and
                                                                              national, regional or chapter conference, will this
must be sent directly to the UPPCC. The UPPCC will not accept
                                                                              experience apply to the requirement for formal
a student copy of the transcript; nor will it accept a copy of the
                                                                              coursework?
college diploma.
                                                                          Yes. Seminar attendance must be validated with documentation
All information and documentation must be provided in English
                                                                          of date and subject matter.
and there are no exceptions to this rule. If the documentation is
not available in English, the candidate must provide a notarized
translation into the English language to supplement the original.
                                                                          48. If a candidate attends the NIGP Annual Forum, the
                                                                              NASPO Annual Conference or a chapter or regional
                                                  conference, will this experience apply towards the
                                                                              educational requirements for formal coursework when
Documenting Coursework                                                        applying for certification?

44. What documentation must be submitted by the                           Yes, with attendance documentation. Full attendance at a NIGP
    candidate in conjunction with the purchasing                          Forum earns 24 contact hours. Partial attendance will be pro-
    coursework requirements?                                              rated. Documented attendance at a NASPO conference or other
                                                                          national purchasing conferences and all regional and chapter
A copy of a Certificate of Attendance, Participation, or                  conferences earns 16 contact hours for full attendance and pro-
Completion is the best form of documentation.                             rated contact hours for partial attendance.
                                                                   12
                               UPPCC Handbook for Professional Certification in Public Procurement, June 2006
49. Does an educational hour include chapter business                  52. What happens if a candidate fails to submit all of the
    meetings, luncheons, vendor presentations, banquets,                   required documentation?
    or entertainment events?
                                                                       The UPPCC will notify the candidate that additional information is
No. The UPPCC does not consider these activities to be                 required. Missing information will not be researched by the
educational in content.                                                UPPCC. An incomplete application will be placed in a pending
                                                                       status until the candidate provides the missing documentation.
                                                                       An application in “pending status” does not extend the two-year
50. Does the UPPCC recognize education and professional                active life of the application.
    development courses sponsored by organizations or
    associations other than NIGP and NASPO?
                                                                       53. How long does it take to receive notification on
Yes. The UPPCC shares an alliance with NIGP, NASPO,                        eligibility?
CAPPO, FAPPO, IFPSM, ISM, NAEP, NCMA and PMAC as
collegial associations serving the procurement community.              All applications require a minimum of four to six weeks for
                                                                       processing and review to determine candidate eligibility to sit for
                                                                       the certification examination.

                                                                       All candidates will be notified in writing that their application has
                                                                       either been approved or requires additional information.
                                                                       Candidates will not be able to schedule an examination date until
                                                                       such time as they have been notified of eligibility approval.


                                                                       

                                                                       The Appeals Process

                                                                       54. If a candidate disagrees with the decision of the
                                                                           Council, what recourse is available?

                                                                       All certification candidates have the right to appeal the decision
                                                                       made on their certification eligibility. The First Appeal should be
                                           sent to the UPPCC Certification Manager.

                                                                       Letters of Appeal to the Certification Manager must be in writing
Application Submittal Process                                          and postmarked within thirty (30) calendar days of the date of the
                                                                       final denial decision letter. The Letter of Appeal must contain the
51. How does a candidate submit an application?                        following information:

Certification applications with supporting documentation may be            The applicant’s name, address, telephone number
submitted via facsimile, email or mailed to the appropriate                A clear statement of the reason for appeal
UPPCC address listed on the payment page of the application.               Supporting exhibits, evidence, new documentation, if any, in
College transcripts required of an applicant MUST be mailed                 support of appeal
directly to the UPPCC from the institution of higher learning
to ensure the authenticity of the transcript. The verifying            Upon receipt, the UPPCC Certification Manager will review the
documentation and applicable fee must accompany all                    appeal and render a written decision. Applicants should allow
applications. Processing will be delayed for all applications          thirty (30) calendar days for appeal decisions.
submitted without payment or documentation.

Have transcript sent to:                                               55. If the first appeal is not satisfactory, is there a second
                                                                           level of appeal?
    UPPCC
    Attn: Application Department                                       Yes, the second and final level of appeal is to the Universal
    151 Spring Street                                                  Public Purchasing Certification Council.
    Herndon VA 20170
                                                                13
                            UPPCC Handbook for Professional Certification in Public Procurement, June 2006
Letters of Appeal to the Universal Public Purchasing Certification       The candidate can make arrangements for testing in one of two
Council must be in writing and postmarked within fifteen (15)            ways:
days following the decision of the Certification Manager. The
Letter of Appeal must contain the following information:                 Option 1: Individual administration. Proctors can be engaged
                                                                         from a college or university located in the general area of the
    The applicant’s name, address, telephone number                     candidate, or an official in the Personnel or Human Resources
    A copy of the first appeal decision of the Certification            department whose duties include proctoring examinations.
     Manager and all supporting documentation provided by the            Examination material is forwarded directly to the designated
     applicant                                                           proctor, who then administers the examination and returns the
    The factual basis for the appeal specifying any NEW                 examination materials to the Certification Coordinator. The written
     information not considered in previous decisions                    examination may be conducted at a time and location convenient
                                                                         for both the candidate and the proctor on the second Monday,
The Universal Public Purchasing Certification Council will render        third Friday or third Saturday of any month. If the candidate has
a decision within thirty (30) calendar days of receipt of the Letter     difficulty in establishing a proctor, they may contact the Certification
of Appeal. The decision of the Universal Public Purchasing               Department at (703) 736-8900 extension 236 for assistance.
Certification Council is final.
                                                                         Option 2: Group administration. Contact an NIGP local chapter
                                                                         accessible to the candidate in order to participate in a group
56. What address should be used to submit an appeal?                     examination. The Chapter selects the proctor, the location, and the
                                                                         test date. For a listing of NIGP Chapters as well as contact
All appeals should be addressed to the appropriate person or             information, please visit the NIGP Web site, www.nigp.org.
body at the following address:

Universal Public Purchasing Certification Council (UPPCC)                60. How do I cancel a scheduled exam?
Attn: Certification Appeals
151 Spring Street                                                        A cancellation request must be submitted in writing; via email or
Herndon, VA 20170                                                        fax and sent to the UPPCC, attention Certification Coordinator
                                                                         indicating the date of the exam and the reason for the
                                                                         cancellation. Cancellations received within ten calendar days
                                             prior to the scheduled examination date will incur a cancellation
                                                                         fee of $50.00 within the US or $100.00 outside the US.
THE EXAMINATION PROCESS
                                                                         
57. What are the testing requirements?

A written examination is required to obtain the CPPB certification.      Preparing for the Examination
A written and oral examination is required for the CPPO
certification. If the applicant is a C.P.M. applying for UPPCC           61. How should a candidate prepare for the examination?
designations under the bridge opportunity, there is an
abbreviated written examination required to obtain the CPPB and          Candidates should review the categories of the specific written
an oral examination (no written examination) required to obtain          test to ascertain their strong and weak points and select
the CPPO. Examinations may be scheduled only after the                   coursework where they feel is applicable.
candidate has received written confirmation of approval of his/her
application.                                                             Likewise, this same self-assessment concept applies to those
                                                                         C.P.M.s preparing for the bridge examinations as a preparation
                                                                         strategy. The UPPCC, through the C.P.M. bridge recognizes a
58. Are there specific dates when exams can be                           C.P.M.s previous testing experience through ISM and applies
    scheduled?                                                           concepts important to public sector practice to compose the
                                                                         bridge examination. Therefore, bridge candidates will need to
Yes, all written examinations are administered on the 2nd                focus on public sector concepts, rules, regulations, etc. during
Monday, 3rd Friday or 3rd Saturday of each month.                        the self-assessment process and subsequent preparation
                                                                         activities.

59. How does the candidate schedule an exam?                             The examination is based on a broad body of knowledge in the
                                                                         field of public procurement. Authoritative literature which
Candidates will receive a Request for Certification Examination          addresses this knowledge is available from a variety of sources.
form at the time written notification of eligibility is received.

                                                                  14
                              UPPCC Handbook for Professional Certification in Public Procurement, June 2006
                                                                        administering written examinations. Under no circumstances can
                                                                        the proctor have a personal or professional/supervisory relationship
                                                                        with any of the testing candidates.            Further, under no
                                                                        circumstances can the proctor be certified as a CPPO or CPPB.


                                                                        63. What is the structure of the Certified Professional
                                                                            Public Buyer (CPPB) exam?

                                                                        The Certified Professional Public Buyer exam is a 240 multiple
                                                                        choice pencil/paper examination.

                                                                        The 240 questions are aligned with the results of the job analysis
                                                                        study of the public procurement profession. The study was
Suggested study materials for the CPPB and CPPO                         commissioned by NIGP and the UPPCC in 1997 and completed
    Introduction to Public Procurement - Khi V. Thai, Ph.D.,           in 1999. The UPPCC will be conducting a new job analysis study
        2004, NIGP, ISBN 1-932315-00-4                                  in 2006.
    Legal Aspects of Public Procurement - Kirk W. Buffington,
        C.P.M. & Michael Flynn, Esq., 2004, NIGP, ISBN 1-               Candidates will be given 4 hours to complete the exam and a 15-
        932315-01-2                                                     minute break at the 2-hour mark. Candidates will answer the first
    Planning, Scheduling and Requirement Analysis - Connie             120 questions; followed by a break. After the break, the
        Hinson, CPPO, CPPB & Clifford P. McCue, Ph.D.,                  candidates will answer the remaining questions.
        2004, NIGP, ISBN 1-932315-02-0
    Sourcing in the Public Sector - Ken S. Babich, BCom.,              The written CPPB bridge examination consists of fifty (50)
        CPPO & Carole Pettijohn, Ph.D., 2004, NIGP, ISBN 1-             multiple-choice questions. Candidates are allotted sixty (60)
        932315-03-9                                                     minutes of testing time in which to complete with no scheduled
    Developing and Managing RFP's in the Public Sector -               breaks.
        Khi V. Thai, Ph.D., 2004, NIGP, ISBN 1-932315-04-7
    Contract Administration - William D. Davison, CPPO &               The CPPB examination reflects 9 domain areas:
        Elisabeth Wright, Ph.D., CPCM, 2004, NIGP, ISBN 1-
        932315-05-5                                                         Administrative Aspects of Purchasing
    CPPB Review Guide - William E. Hertwig, Jr., CPPO,                     Procurent Requests
        CPPB, C.P.M., A.P.P., 2004, NIGP                                    Solicitation And Evaluation of Bids/Proposals
                                                                            Supplier Analysis
Additional Study Material for the CPPO                                      Negotiation Process
      Fundamentals of Leadership and Management in Public                  Contract Award and Administration
         Procurement - Clifford McCue, Ph.D. and Jack T.                    External/Internal Relationships
         Pitzer, Ph.D., CPPO, C.P.M., 2005, NIGP, ISBN 1-                   Material Flow
         932315-06-3                                                        Inventory Management
      CPPO Review Guide - William E. Hertwig, Jr., CPPO,                   Miscellaneous
         CPPB, C.P.M., A.P.P., 2004, NIGP

NIGP publications are available through the NIGP Bookshelf and          64. What is the structure of the Certified Public Purchasing
can             be          ordered           on-line         at            Officer (CPPO) written exam?
www.nigp.org/member_services/ShopCart.htm. Finally, both
CPPO and CPPB candidates may benefit from participating in a            The written exam is a 240 multiple choice, pencil/paper
certification review program sponsored either by a NIGP Chapter         examination.
or a program available as a NIGP seminar. These reviews
should serve as the final step in preparing for the exam and            The 240 questions are aligned with the results of the job analysis
should supplement other preparatory activities. Review programs         study of the public procurement profession. The study was
are not designed to stand alone or replace other preparatory            commissioned by NIGP and the UPPCC in 1997. Note that
activities.                                                             approximately 30% of the CPPO exam includes buyer-related
                                                                        issues as the job profile concluded. Buyer-related issues will be
                                                                        incorporated in the written examination only.
62. How are the examinations administered?
                                                                        C.P.M.s applying under the CPPO bridge are exempt from taking
The written examinations are administered by a proctor approved         the written examination. The bridging concept recognizes
by the Certification Manager. The proctor must have experience in
                                                                 15
                             UPPCC Handbook for Professional Certification in Public Procurement, June 2006
previous successful testing through the individual’s C.P.M.             67. What is the minimum score required to pass the CPPB
experience and desires only to test that individual on public               and CPPO examinations?
sector knowledge and application.
                                                                        Raw scores (number of correct responses) are reported as
The CPPO written examination reflects 9 objective categories            percentages. A minimum score of 70% is required to pass any
aligned to the job profile as follows:                                  examination offered by the UPPCC. Scores are neither rounded
                                                                        up or down.
    Administrative Aspects of Purchasing Department
    Personnel Issues
    Forecasting and Strategies                                         68. How are examination scores reported to candidates?
    Negotiation Process
    Contract Award and Administration                                  Candidates for the written examinations should expect to receive
    Supplier Analysis                                                  notification of the results by letter from the UPPCC to the
    External/Internal Relations                                        candidate’s home address within twenty-one (21) calendar days
                                                                        following the exam administration.
    Solicitation and Evaluation of Bids
    Procurement Requests
                                                                        Successful candidates for the written CPPO and CPPB
                                                                        examinations will receive an indication by letter that they passed
Candidates will be given 4 hours to complete the exam and a 15-
                                                                        the examination, no numeric scores are reported. However,
minute break at the 2-hour mark. Candidates will answer the first
                                                                        unsuccessful candidates for the written CPPO and CPPB
120 questions; followed by a break. After the break, the
                                                                        examinations will receive an indication by letter that they were
candidates will answer the remaining questions.
                                                                        not successful on the examination, their individual numeric score
                                                                        as well as a diagnostic report of their individual performance by
                                                                        topic area of the examination. This information is designed to
65. What is the structure of the Certified Public Purchasing
                                                                        assist candidates in preparation for future testing attempts.
    Officer (CPPO) oral examination?
                                                                        Successful candidates for the oral examination will receive an
The oral examinations are administered by a three member panel
                                                                        indication by letter that they passed the examination, no numeric
of active CPPOs. Thirty-Three (33) questions will be asked of the
                                                                        scores are reported. However, unsuccessful candidates for the
candidate.
                                                                        oral examination will receive an indication by letter that they were
                                                                        not successful and will include their numeric score. No additional
The panel will assess the candidate’s understanding and
                                                                        information is provided.
application of professional purchasing and materials
management; the candidate’s experience in governmental or
                                                                        69.    Can my supervisor or other individuals obtain a copy
other public organizational structures; the candidate’s ability to
                                                                               of my examination results?
communicate with peers, subordinates, and superiors, and the
candidate’s ability to recognize and respond to both typical and
                                                                        No, the UPPCC only releases testing and scoring information to
atypical problems and situations.
                                                                        the candidate. A “Permission for Release of Confidential
                                                                        Information” form must be signed by the candidate in order to for
The C.P.M. bridge examination to CPPO reflects the same
                                                                        any information to be released to a third party.
format. Bridge candidates are allotted ninety (90) minutes of
testing time in which to respond to thirty-three (33) questions.
                                                                        70.    If a candidate fails the examination, is there a fee for
The candidate does not make arrangements for the oral
                                                                               re-examination?
examination panel. UPPCC staff schedules and coordinates all
oral examinations.
                                                                        Yes, there is a fee required for a candidate to re-test. This fee is
                                                                        the same for each attempt. The fee schedule is located within the
                                                                        UPPCC Certification Application.
66. Does the UPPCC notify my supervisor if I earn the
    CPPO or CPPB designation?
                                                                        Full payment must be included with the Request for Certification
                                                                        Re-Examination form. This form must be received a minimum of
Yes, but only upon request. When you take the examination you
                                                                        thirty (30) calendar days prior to the requested examination
are provided an opportunity to advise the UPPCC if you want an
                                                                        date. Forms received without full payment will not be processed
agency representative notified of your success. In addition, the
                                                                        and will be returned to the candidate.
UPPCC provides you with a press release to promote your
accomplishment in a local chapter newsletter or newspaper and
posts your achievement on the UPPCC website.


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                             UPPCC Handbook for Professional Certification in Public Procurement, June 2006
71.    If a candidate fails the examination, is there a waiting          or CPPO examinations and pay appropriate examination fees.
       period before the exam can be taken again?                        While the candidate is not required to re-apply for certification,
                                                                         the candidate must complete a Request for Certification Re-
Yes, candidates must wait a minimum of three (3) months from             Examination form with appropriate payment at least thirty (30)
the time of the last testing prior to subsequent testing.                calendar days prior to the examination date. A new certification
                                                                         number and new valid certification dates will be issued upon
                                                                         successful completion of the examination.
72.    How does a candidate schedule a re-examination if he
       or she is unsuccessful?                                           After five (5) years of the expiration date of the certification:
                                                                         Candidates will be required to re-apply and pay appropriate fees
The candidate must submit a Request for Re-Examination form              for certification and take the complete set of the applicable CPPB
to the UPPCC. This form is available by request or on-line at            or CPPO examinations.
www.uppcc.org.
                                                                         76.    Can someone continue to use the CPPO or CPPB
                                                                                after it has expired?
73.    If a certification certificate has been misplaced or
       destroyed, how does one obtain a replacement?                     No, the continued use of the CPPO or CPPB designation, after it
                                                                         has expired is misrepresentation and may carry legal implications
A written request for replacement can be made to the UPPCC.              of such action. Blacks Law defines misrepresentation as: "Any
Replacement certificates cost $20.00 (USD). Requests can be              manifestation by words or other conduct by one person to
made via email at certification@uppcc.org.                               another that, under the circumstance amounts to an assertion not
                                                                         in accordance with the facts.
                                                                         Upon receiving information that an individual is continuing to use

                                                                         the designation of CPPO or CPPB after expiration, the UPPCC
                                                                         will notify the individual by certified mail of the violation, and
RECERTIFICATION                                                          request the individual to immediately cease its use. The
                                                                         procedures to follow for lapsed certification will be outlined to the
                                                                         individual with a suggestion to select an option. The individual is
74.    Does the UPPCC certification program include a re-
                                                                         responsible for correcting the situation. The UPPCC retains the
       certification component for all designees?
                                                                         legal right to advise any inquirer of the status of a certificate
                                                                         holder as a matter of public records.
Yes, please refer to the UPPCC Handbook for Professional
Recertification in Public Procurement.
                                                                         
A copy of the Recertification Application and Handbook can be            LIFETIME CERTIFICATION
obtained by contacting the UPPCC staff at (703) 736-8900 x236,
emailing certification@uppcc.org or on the web at
www.uppcc.org. A certificate is valid for a period of five (5) years.                            77.     Under what conditions can a
                                                                                                 CPPB or CPPO holder apply for
                                                                                                 lifetime certification?

                                                                                                 Holders of the CPPB or CPPO certificate
LAPSED CERTIFICATION                                                                             who have retired after fifteen (15) or more
                                                                                                 years of purchasing experience may
                                                                                                 apply for Lifetime Recertification at
75.    My certification has lapsed. Can it be re-instated?               retirement or age sixty-two (62). Lifetime Recertification
                                                                         candidates are not required to document the points earned on
Within one (1) year of the expiration date of the certification:         the Activity Point Schedule.
CPPB candidates must earn twelve (12) points for re-certification
within two (2) of the three (3) categories and CPPO candidates           78.    How does a CPPB or CPPO holder apply for lifetime
must earn eighteen (18) points for CPPO recertification within                  certification?
two (2) of the three (3) categories. Additional points must be
earned between the expiration of the current certification period        The holder submits the Recertification Application and indicates
and the date that the lapsed application is submitted. The               that the application is for Lifetime certification. The candidate
candidate must submit a Recertification Application with                 must submit documentation that supports the following:
appropriate payment and documentation.
                                                                         Official retirement; and
Within one (1) to five (5) years of the expiration date: Candidates      Fifteen years service in public sector procurement; or
will be required to take the complete set of the applicable CPPB         62 years of age.
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                              UPPCC Handbook for Professional Certification in Public Procurement, June 2006
                                          A petition signed by at least five (5) current CPPOs must be
                                                                      presented to the UPPCC Board of Examiners (BOE) recommending
                                                                      revocation of the CPPO or CPPB designation of the individual in
REVOCATION OF CERTIFICATION                                           question. The petition must fully document its allegations of
                                                                      violations of the UPPCC Code of Ethics.
79.      Can a certification be revoked?
                                                                      After full review of the facts and after the accused has had the
Yes, the Board of Examiners may revoke a CPPO or CPPB                 opportunity to present any arguments on his/her behalf, a
Certificate for demonstrated violations of the UPPCC Code of          decision to revoke certification may be made by the Board of
Ethics.                                                               Examiners. Any ruling of the BOE regarding revocation of
                                                                      certification may be appealed to the Universal Public Purchasing
                                                                      Certification Council, whose decision will be final.

                 

                                               UPPCC CODE OF ETHICS
                 All applicants for UPPCC certification must subscribe to the following ethical principles.
                 Breaching this Code of Ethics will be just reason for revocation of UPPCC certification.

 I will seek or accept a position of employment only when fully in accord with the professional principles applicable thereto,
  and when confident of possessing the qualifications to serve under those principles to the advantage of my employer.

 I believe in the dignity and worth of the services rendered by my employment and the societal responsibilities assumed as a
  trusted public servant.

 I shall be governed by the highest ideals of honor and integrity in all public and personal relationships in order to merit the
  respect and inspire the confidence of my employer and the public served.

 I believe that personal aggrandizement or personal profit obtained through misuse of public or personal relationships is
  dishonest and intolerable.

 I will identify and eliminate participation of any individual in operational situations where a conflict of interest may be
  involved.

 I believe that individuals that possess UPPCC certification should at no time or under any circumstances accept directly or
  indirectly, gifts, gratuities or other things of value form suppliers, which might influence or appear to influence purchasing
  decisions.

 I will keep my governmental organization informed, through appropriate channels, on problems and progress of applicable
  operations by emphasizing the importance of the facts.

 I will handle all personnel matters on a merit basis. Politics, religion, ethnicity, gender and age carry no weight in personnel
  administration in the agency being directed or served.

 I shall not seek or dispense personal favors that are in conflict with my profession.

 I will handle each administrative problem objectively and empathetically without discrimination.

 I subscribe to and support the professional aims and objectives of the Universal Public Purchasing Certification Council.

                 

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                           UPPCC Handbook for Professional Certification in Public Procurement, June 2006

								
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