CIS Policies and Procedures 2023
CIS Policies and Procedures 2023
CIS Policies and Procedures 2023
Mission Statement
IPC is a global trade association dedicated to furthering the competitive excellence and financial
success of its members in every sector of the electronics industry. In pursuit of these objectives,
IPC devotes resources to management improvement and technology enhancement programs,
the creation of relevant standards, protection of the environment, and pertinent government
relations. IPC encourages the active participation of all its members in these activities and
commits to full cooperation with all related organizations.
Effective Date
The effective date of a Policies and Procedures document is the official implementation date for
the document. As of the effective date, the new guidelines outlined in the Policies and
Procedures document immediately supersede any prior version and are applied to all
applicants, candidates, certificants, and IPC Licensed Training Centers.
Any existing contracts, waivers, or other agreements referencing the Policies and Procedures
document must comply with the latest revision as of the effective date of that document. The
effective date of the Policies and Procedures document is indicated in the cover page of this
document.
The request shall identify the subject content within the document to be reviewed, the current
understanding by the requestor and supporting information regarding the request.IPC will make every
effort to respond to these requests with in 2-3 weeks, however depending on the nature of the request
more time may be required. All formal interpretations of the Policies and Procedures provided by IPC
are final.
Non-Discrimination Statement
IPC actively integrates the principle of equal opportunity into its policies, procedures, and
practices. The eligibility and certification requirements for all individuals seeking an IPC
certification are applied equally regardless of age, race, religion, gender, national origin, veteran
status, disability or any other basis prohibited by applicable law.
Impartiality Statement
IPC is committed to maintaining the impartiality of its certification programs and activities.
IPC policies and procedures are designed to address potential conflicts of interests and ensure
objectivity in its dealings with all parties involved in the IPC certification process, including IPC
staff members, training centers, Certificants, Candidates, and Applicants. IPC Policies and
Procedures are published publicly to ensure that all parties involved in the IPC certification
process have equal access to accurate information concerning IPC certification programs.
Code of Impartiality
IPC staff and volunteers will avoid all professional conflicts of interests and make any potential
conflict of interest known to their immediate supervisor. IPC staff and volunteers will avoid any
activity, relationship, or circumstance that may compromise their impartiality including, but not
limited to, granting preferential treatment to any person involved in the IPC certification process
or using their position for financial, professional, or personal gain.
Scope of Certification
IPC Certification programs are developed by and through consensus of the electronics industry,
including, but not limited to, members of IPC and representatives from academia, government agencies,
original equipment manufacturers (OEM), electronic manufacturing service companies (EMS) and circuit
board manufacturing companies.
CIS Certificants demonstrate, through the certification process, that they possess a minimum level of
knowledge (as determined by IPC) with regard to their ability to read, navigate, interpret, and apply the
respective standards to which they are certified. Certificants are certified in two-year cycles after
satisfying specific prerequisites outlined in this document, including the completion of one or more
written examinations on specific IPC standards. These certification assessments are based on a body of
knowledge that encompasses various best practices, requirements, and guidelines specified within the
respective IPC Standard.
All IPC Certification assessments are developed with the input of subject matter experts
from across the electronics manufacturing industry (including a variety of industry
verticals such as aerospace, defense, automobile, medical, and consumer electronics),
to ensure that exam accuracy reflects the needs of those verticals.
Active Certification
A Certification is considered active between the dates that a certificant earns the
certification and the expiration date, as listed on their certificate.
Appeal
A formal request by any individual or organization for IPC to reconsider a decision it has
made regarding the certification process or an IPC certified person.
Applicant
An individual that has applied for an IPC certification program but has not yet been
granted approval to participate in the program or attempt any certification
examinations
Candidate
An individual that has applied and been approved to sit for an IPC certification exam but
has yet to complete the certification requirements outlined in the IPC Policies and
Procedures document and therefore is not yet certified by IPC.
Certification
The process by which an organization verifies and provides written assurance that an
individual has demonstrated the level of competence specified in a given standard or set
of criteria,
Competence
The demonstrated ability to apply the knowledge and skills, required to successfully
undertake roles or perform tasks as defined in a given standard or set of criteria.
Endorsements
An area of specialization in which a certificant has demonstrated proficiency.
Endorsements are added to an existing certification.
Proctor
An individual authorized by IPC to conduct certification testing on its behalf.
Recertification
The process by which a certificant renews their certification prior to its expiration.
Revocation of Certification
The official cancelation of a certification by IPC. Upon revocation of a certification, an individual is no
longer considered certified by IPC, losing all rights and privileges. The individual shall no longer claim to
be certified by IPC.
Shall
In this document, the word “shall” denotes a requirement.
Should
In this document, the word “should” denotes a strong recommendation that is not required.
Suspension
A certification suspended by IPC is considered invalid from the date of suspension, until the
date in which the suspension is lifted. A suspended certification is not considered in good
standing or active.
4. Related Documents
IPC/WHMA-A-620 – Requirements and Acceptance for Cable and Wire Harness Assemblies
Organization of Committees
The IPC Education Executive Advisory Committee oversees and supports the Certification
Advisory Committee, Training Program Advisory Committee, and Job Task Analysis Committee.
The Certification Advisory Committee and Training Advisory Committee oversee and support
Certification and Training subcommittees. There is a Certification Subcommittee and a Training
Subcommittee for each IPC program. The Job Task Analysis committee oversees and supports
one subcommittee for each electronics industry job role.
Roles of CITs and MITs in the CIS program - Certified IPC Trainer (CIT)
The Certified IPC Trainer (CIT) is an IPC certification for trainers and educators.
The applicant shall agree to abide by the IPC Certified Specialist Program code of ethics.
When applying to sit for an IPC certification exam, the applicant shall submit all personal information
requested, including, but not limited to,any education and experience requirements established by the
program’s eligibility requirements.
All respective fees must be paid to IPC prior to the beginning of any IPC Certification
assessment. Failure to remit the required fees will result in revocation of status, which may limit
the certificant’s access to IPC certification materials and privileges.
All candidates in good standing that meet the minimum Prerequisites shall be allowed to schedule an
exam with one of IPC’s Certification centers.
To qualify for Certified IPC Specialist certification, a candidate shall fulfill the following
requirements:
IPC requires that all candidates complete a Certification Profile, that includes, but is not
limited to, their legal name, home address, and date of birth. This information is utilized
by IPC to confirm the identity of Candidates and Certificants. IPC does not sell or share
e-mail addresses with other organizations without the express permission of the user.
IPC does not sell contact information from the database. Please see the IPC Privacy
Policy for additional information: https://www.ipc.org/privacy-policy
Candidates can access their Certification Profile from their IPC EDGE user dashboard or from
any certification program hosted on the IPC EDGE Learning Management System.
Please ensure that all personal profile information provided is accurate prior to
submission to IPC. IPC is responsible, as an International Certifying Body with the
proper identification of all certificants. These policies and procedures are established to
ensure accuracy and eliminate potential fraud. Providing fraudulent profile information is
a violation of the IPC Certification Policies and Procedures and Code of Ethics and may
be remedied through the revocation of certification status and restrictions of future
certifications.
Certificant’s Name
The security and integrity of IPC Certification programs is contingent upon IPC’s ability
to properly and accurately identify certificants. Therefore, a certificant shall only list their
legal name on their IPC profile to ensure that this is reflected on their certification.
Certificants seeking to change their name with IPC shall submit such requests in writing, and provide
legal documentations supporting the name change, including a detailed explanation explaining why the
name change is necessary. Documentation submitted through trainers will not be accepted. The
requested name change shall match the supporting documentation. If an individual legally changed their
name, they shall provide a copy of legal documentation related to the name change, such as a marriage
certificate or a court order.
CIS training is modular. Each IPC Certification Committee determines the mandatory and
optional course module(s) for the program it oversees. Candidates obtain certification upon
successful completion of the mandatory modules and all relevant prerequisites.
After earning a certification, a certificant may opt to attempt the program’s optional modules.
Once all the prerequisites and assessments for the optional modules are completed, the
Certificant’s certificate will be updated to include the optional modules. In some cases, an
additional certificate may be granted. All optional modules must be taken within 90 days of
completetion of the mandatory module.
J-STD-001 Endorsement
Prerequisite: None
Requirement: Module 1 Introduction and Basic Requirements –Endorsement Exam
IPC-A-600 Endorsement
Prerequisite: None
Requirement: Module 1 Introduction and Cleanliness Testing –Endorsement Exam
IPC-A-610 Endorsement
Prerequisite: None
Requirement: Module 1 Intro, Acceptability, Applicable Documents and Handling
–Endorsement Exam
IPC-6012 Endorsement
Prerequisite: None
Requirement: Endorsement Exam
IPC/WHMA-A-620 Endorsement
Prerequisite: None
Requirement: Module 1 - Intro, General, Applicable Documents, Preparation, Measuring and Testing
Endorsement Exam
IPC-7711/7721 Endorsement
Prerequisite: None
Requirement: Module 1 Common Procedures –Endorsement Exam
Module 4 Miscellaneous
Prerequisite: Module 1
Requirement: Endorsement Exam
Module 7 Hardware
Prerequisite: Module 1
Requirement: Endorsement Exam
Module 8a - Optional
Prerequisite: Module 1
Requirement: Module 8 Company Specific Workmanship Assessment
IPC Certification exams generally offered in three modalities: Online Proctored Exams, Remote
Proctored Exams, and Paper & Pencil Proctored Exams. In order to ensure the integrity of the
examination process, candidates may not change modalities after beginning the assessment process for
an IPC Certification. All exams associated with that certification shall be completed using the same
modality.
Online Exams
IPC Certification Exams are online exams offered through the IPC EDGE Learning
Management System. Candidates complete their certification assessments via online
testing while actively monitored by a live proctor. The Online Exam format is to be used
as the default mechanism for all certification exams.
Minimum system requirements: IPC’s EDGE platform has been tested on a variety of
operating systems, while many are compatible, IPC recommends having hardware and
software conducive to online examinations.
Chrome
Firefox
Running additional programs even in the background during testing may directly
affect the performance of the exam administration and is prohibited. Any attempt to
screen capture or record a candidate’s screen during the certification assessment
process is considered a violation of these policies and procedures and may
potentially result in the suspension of the candidate’s and proctor’s certifications, as
well as other legal penalties.
The use of pencil and paper exams may only be utilized in specific cases where the use of
the online exam format is not possible due to the lack of local infrastructure, ITAR
compliance, or other legal restrictions. All efforts will be made to ensure examination integrity
when provided in this format.
If using a company issued device, you may need to work with your IT department to download the
required software. Please note you must have administrator rights that allow you to download software
to the computer on which you wish to take the certification exam.
Remote proctoring is not available for workmanship assessments at this time.
Workmanship
All workmanship projects shall be viewed and evaluated, in-person by a Certified IPC Trainer
(CIT) or Master IPC Trainer (MIT).
Exam Proctor
The certification exam proctor shall:
a) Make certain the area where the candidate takes the exam is quiet and free from
distractions on the arranged day and time of the exam (e.g., the area will not also be in
use by others whose activities might disrupt the candidate).
b) Read the exam instructions included in the exam packet to all candidates before
beginning the exam.
c) Verify the candidate’s identification by requesting to see a photo identification.
Acceptable forms of photo identification include:
a. Valid government issued driver’s license
b. Valid government identification
c. Military identification
d. Valid passport
e. Other government issued photo identification
d) Maintain secure and proper test administration procedures, including relocation of
candidates.
e) Ensure that candidates are seated for maximum separation (depending on available
space). If necessary, the proctor will move desks prior to the beginning of the exam to
achieve maximum separation.
f) Ensure that candidates are spaced in a manner that prevents them from seeing the
computer screen or papers of another candidate.
g) Ensure that candidates place all personal items that are not pre-approved by the Policies
and Procedures for use during the exam in a secure location until the end of the exam
period.
Certification Candidate
Certification candidates shall:
a) Review the proctoring rules for certification exams as outlined in this document.
b) Establish their identity prior to the beginning of the certification exam by providing their
proctor a government issued identification with a name that matches the name used
during the registration process.
c) Ensure that all electronic devices not used to deliver the online exams are shut off (not
just silenced or put to sleep) and secured outside of the reach of candidates along with
all other personal items that are not pre-approved by the Policies and Procedures for
use during the exam.
d) Not use their cell phones during the exam. If a calculator is required for the exam, the
candidate may not use their cell phone as a calculator.
e) Not communicate with any other candidate, in any manner, for any reason, during the
exam.
Testing Accommodations
IPC has based it’s accommodations process in accordance with the Americans with Disabilities Act
(ADA) and IPC will ensure that no individual is deprived of the opportunity to take the certification
examination solely by reason of a disability as defined by the ADA. Reasonable accommodations for
testing shall be provided at no additional cost to candidates with diagnosed and documented special
medical needs.
In order to request special accommodations for a certification exam, a candidate must submit a
Certification Exam Accommodations Form six weeks prior to the date of the exam.
Along with the form the candidate must submit the following records:
Documentation submitted with the Certification Exam Accommodations Form must be written on
the professional’s letterhead and must have an original signature. The date of this letter may not
exceed 5 years prior to the date of the request.
No applicant shall be offered an accommodation that would compromise the candidate’s ability to test
accurately the skills and knowledge it purports to measure. Also, no additional aid or service will be
provided that would fundamentally alter the examination or security of IPC’s content.
a) Any materials (such as calculators, tools, etc.) specified in the certification program’s
Policies and Procedures as permissible for use during the exam.
Exam Language
IPC certification exams are initially developed in the English language. Foreign language
translations of certification exams may become available on a case by case basis.
Exam Results
All IPC exams are pass/fail assessments designed to measure a minimum level of competence.
The time frame and method of obtaining exam results will vary based on the type of assessment
utilized.
Online Exams
The results of any exam taken on the IPC EDGE Learning Management System are available
as soon as the candidate submits the exam, or the exam time expires.
Certificate Issuance
Candidates that successfully complete the requirements of an IPC certification program
will receive a certificate verifying completion of that program. IPC certificates are issued
directly to the candidate via their IPC EDGE Learning Management System account.
The process of downloading of the candidate’s certification from EDGE is the
final step in the certification process. The effective date of the certification is based
off the date of successful completion of the mandatory module; however, Certifications
are not considered valid until it has been downloaded at least once.
Certifications are only available for download from IPC EDGE for a period of 180 days after completion
of the program. Only a candidate may download their certification. Instructors and proctors are not
granted access to candidate certificates on the IPC EDGE Learning Management System; but may be
granted access to completion information on the portal.
Instructors, proctors, and any other third party may request and obtain copies of certificates
directly from the certificant. IPC will only verify the authenticity of certificates and provide
Candidates may print copies of their certificate for personal and professional use, in compliance
with this document.
All certificates are issued to the candidate, however they remain the property of IPC, which may
withdraw, cancel, revoke, change the scope of, or otherwise annul the certification for cause.
Failure
Candidates that fail to pass a certification exam may attempt to retake the exam after the cool
down period specified in the certification program’s Policies and Procedures. The method
utilized for the retake attempt must be the same method of the initial attempt. For example; if
a candidate’s initial attempt utilized the online examination method and the candidate fails,
the retake attempt must also utilize the online examination method as well.
First Failure
In the event that a candidate fails his or her first attempt to pass a certification exam, the
candidate shall wait a minimum of 1 calendar day before attempting a retest.
Second Failure
In the event that a candidate fails his or her second attempt to pass a certification exam, the
candidate shall wait a minimum of 2 calendar days before attempting a retest.
Third Failure
In the event that a candidate fails his or her third or subsequent attempt to pass a certification exam,
the candidate shall wait a minimum of 7 calendar days prior to attempting a retest.
Candidates may opt to retest only the failed portion(s) of the certification written examination or the
workmanship project, if completed within 90 calendar days following the initial failed exam. If the
candidate waits longer than 90 calendar days they must retake all required modules as if they were a
new candidate.
Individuals who engage in any of the following misconduct or exhibit any of the following behaviors
during their examination may be subject to one or more of the actions listed in the subsection below.
Attempting to take the examination for someone else or taking the examination for someone else.
Attempting to have someone else take the examination for you or having someone else take the
examination for you
Bringing any materials, devices, or items to the examination appointment session that may
compromise the security or validity of the administration.
If IPC obtains information that an individual engaged in any misconduct, as defined in the Policies and
Procedures, IPC, in its sole discretion, may take one or more actions, including but not limited to:
9. Certification Term
The certification term for the CIS program is 2 years. The certification term begins on the date a
candidate successfully completes all the program’s minimum certification requirements.
Certifications only reflect the expiration month and year. Certifications expire the last day of the
expiration month, regardless of the day of the month the certification was granted.
All certification renewals may only occur within six calendar months prior to the expiration of
an existing certification. When a Certificant renews their certification within 6 months of the
certification expiration date, the renewed certification will be valid for an additional 2 years
from the expiration date of their currently held certification.
All retests follow the same policies and procedures as initial certification testing, including the
cool down period after failures.
Recertification Compliance
Failure to comply with recertification requirements will result in the expiration of certification,
removal of the Certificant’s credential, and a revocation of the rights afforded program
certificants.
10. Verification of Certification Status
Employers and other third parties may enter an IPC Certification Serial Number into the IPC
Credential Verification System to verify the certificate’s authenticity.
The IPC Credential Verification System may be accessed at the following URL:
https://my.ipcedge.org/.
Upon entering a valid Certification Serial Number, the system will present, at minimum, the
following information for validation:
a. The Certificant’s name.
b. The IPC program completed by the Certificant.
c. The date the Certificant became certified.
Upon entering an invalid Certification Serial Number, the system will present a message stating
that the credential could not be validated.
Grievances
Individuals that encounter a problem with IPC certification assessments, personnel, training
centers, certificants, or other elements of an IPC certification program may use the grievance
procedure.
Grievance Policies
a. Grievances may not be filed anonymously.
b. An IPC Director will ensure that the grievance is investigated and handled at the proper
level of authorization and if necessary seek the aid of impartial and independent
technical experts.
c. An IPC Director will ensure that the staff member assigned to investigate and resolve the
grievance does not have a conflict of interest and remains impartial during the grievance
resolution process.
d. All information obtained during the grievance resolution process is confidential to the
extent allowed by law.
e. Information obtained in the course of investigating the issue will not be disclosed to any
third party except as required by law.
f. Individuals named or referenced in the grievance may be informed about relevant
aspects of the grievance.
Grievance Procedure
The party lodging the grievance shall complete and submit the IPC Grievance
Form located on IPC’s website (https://www.ipc.org/ipc-certification-forms) within
10 business days of the date on which the issue that generated the grievance
occurred, OR a maximum of 10 business days following the date on which the
individual or group representative could have been reasonably expected to
become aware of the issue that led to the grievance.
An IPC representative(s) may contact the party who submitted the grievance form to obtain
additional information.
An IPC representative(s) will investigate the grievance and issue an official finding via email to
the party who submitted the grievance form within 30 days from the date on which the form was
submitted.
Appeals Procedure
1. Individuals shall complete and submit the IPC Certification Appeal Form to initiate the
Appeals process.
2. Appeals shall be submitted within 10 calendar days from the date on which IPC issues
an official finding after investigating a grievance, or 10 calendar days from the date on
which IPC denies an Applicant’s eligibility for certification, initial certification, or
recertification.
3. The party that submitted the Appeal will receive an email acknowledging receipt of the
IPC Appeal Form within 2 business days of receipt.
4. The IPC Director of Certification or other IPC representative may contact the party who
submitted the IPC Certification Appeals Form to obtain more information.
5. An IPC representative(s) will review the original documentation, the reasoning behind
the Appeal, and any new evidence presented through the Appeal. Only the information
leading up to the appeal, the documentation submitted through the appeal process, and
information gathered through any investigation will be considered as part of the appeal.
The appeal shall not include a hearing or similar trial-type proceeding.
6. IPC will issue a final decision via email to the party who submitted the IPC Certification
Appeal Form within 30 days from the date on which the form was submitted.
7. The determination of appeals made by IPC shall be final.
Regional Restrictions
The following modifications to the IPC Policies and Procedures apply in Greater China,
Thailand, Vietnam, and India.
Certificates
a. Permission to use an IPC certificate, mark, or logo is limited to IPC Certificants who
satisfy all certification requirements established by IPC, and shall not be transferred to,
assigned to, or otherwise used by any other individual, organization, or entity.
b. Certificants shall not make any misleading statement regarding the status of their IPC
certification.
c. Certificants shall not suggest that IPC certification relates to persons, activities,
processes, products etc. that are not included in the scope of certification.
d. After suspension, withdrawal, resignation, or expiration of IPC certification, Certificants
shall not continue to use IPC certificates, logos, or other expressions that suggest the
certification is still valid.
e. Incorrect, unlawful, or misleading use of IPC certificates and certification marks is
considered a critical non-conformity with IPC certification requirements and will result in
immediate suspension of certification.
f. IPC certificates shall not be altered in any way and shall be represented in their entirety.
g. Use of IPC certificates do not exonerate Certificants from any liability imposed by law
regarding the performance of their services.
h. IPC will take action to deal with incorrect, unlawful or misleading references to
certification or use of certificates and certification marks. IPC reserves the right to take
any action deemed appropriate, including revocation of certification and legal action.
Confidentiality
a. IPC observes strict legal and ethical guidelines to preserve the confidentiality of
candidates, certificates, score results, and all certification related materials.
b. IPC is the sole owner of the information collected as part of IPC training and certification
processes, including the data on the IPC EDGE Learning Management System.
c. The information collected as part of IPC training and certification processes is used by
IPC for identification and verification purposes only and is considered confidential.
d. IPC does not share or sell contact information collected as part of IPC training and
certification processes to third parties.
e. IPC will not share or sell email addresses collected as part of IPC training and
certification processes without the express permission of its owner.
f. IPC allows third parties to use the IPC EDGE Learning Management System to verify an
individual’s certification status.
Notifications
a. IPC may use personal information collected as part of IPC training and certification
processes for identification and communication purposes.
b. IPC may use personal information collected as part of IPC training and certification
processes to notify users about their certification, grievances, disciplinary actions, or any
other matter related to IPC training and certification processes.
c. All written communication from IPC will be delivered via email or postal delivery.
Information Disclosure
Though every effort is made to preserve user privacy, it may be necessary to disclose personal
information when required by law, including, but not limited to, circumstances where there is a
good-faith belief that such disclosure is necessary to comply with a judicial proceeding, a court
order, or legal process.
Additional Information
Additional information concerning the IPC privacy policy can be found at:
https://www.ipc.org/privacy-policy
Limitation of Liability
In no event shall IPC be liable for any indirect, special, incidental, or consequential damages,
including lost profits of any kind regardless of the form of action, whether in contract, tort
(including negligence), strict liability, or otherwise, even if IPC has been advised of the
possibility of such damages. This limitation will apply notwithstanding any failure of essential
purpose of any limited remedy provided herein. IPC’s maximum liability under its certification
programs shall not exceed the exam fee paid to IPC for the most recent exam.
Copyright of Materials
Unless otherwise noted on the material or permitted by IPC in writing, any reproduction of IPC
materials is strictly forbidden.
Training materials provided by IPC shall only be utilized by Certified IPC Trainers (CIT), or
Master IPC Trainers (MIT) to conduct training that leads to issuance of an Official IPC Serialized
Certificate.
The training and examination materials in IPC’s Certification programs are the confidential, copyrighted
property of IPC. If you copy, reproduce, and/or distribute any training or examination materials, by any
means, including by memorizing and reconstructing them, you are violating the legal rights of IPC’s
Certification program. IPC will use every legal means available to protect the copyrighted materials and
secure redress against those who violate copyright law.
In addition to being a copyright violation any reproduction of the training and/or examination materials by
candidate or certificant will result in disqualification from IPC’s Certification Programs and revocation of
your IPC credential.