Smart Grid Maturity Model Navigation Process Specialization Definitions "SEI-­‐Certified SGMM Navigator" means a person who (i) has earned a certification credentials by successfully completing the SEI certification process described at http://www.sei.cmu.edu/certification/sgmm/navigator/, (ii) has met all ongoing requirements to maintain such certification, including the payment of any and all fees due for such certification, and (iii) is sponsored by an SEI Partner for the Smart Grid Maturity Model Navigation Process specialization. "Candidate SGMM Navigator" means a person who (i) has successfully completed SGMM Navigator Training, (ii) has passed the SGMM Navigator certification examination, and (iii) is sponsored by an SEI Partner for the Smart Grid Maturity Model Navigation Process specialization. SGMM Services and Materials SEI Partner may tailor the SGMM Navigation Process scripts, forms, instructions, and standards as instructed in the SGMM Navigator Training course. SEI Partner shall not change any other SGMM materials, printed or electronic, unless agreed to by the SEI in advance. SEI Partner may add supplementary, SEI Partner-­‐developed materials clearly designated as such. Supplementary material should not be used to replace SEI-­‐supplied material. SEI SGMM materials and templates are provided in the download file on the Partner Resource Center at https://partner-­‐
resources.sei.cmu.edu/. Any materials marked as “Licensed materials for Navigator use only” may be shared only with Certified or Candidate SGMM Navigators. Materials and Use Restrictions Present, display, or share with SGMM Navigation Process participants? Present, display, or share with the public for the purpose of promoting the SGMM Navigation Process? Tailor in support of delivering the SGMM Navigation Process? SGMM Navigation No Process Scripts No No Per instructions provided in SGMM Navigator Training course SGMM Navigation Process Checklists No No No Per instructions provided in SGMM Navigator Training course SGMM Overview Presentation(s) Yes Yes Yes Per instructions provided in SGMM Navigator Training course May provide hard copies of completed presentations, but not of raw templates May present, display, or share completed presentations, but not raw templates No Per instructions provided in SGMM Navigator Training course Yes Yes No Per instructions provided in SGMM Navigator Training course Materials SGMM Navigation Process Presentation Templates SGMM Navigation Process Role Specifications Provide hard copy to SGMM Navigation participants? Materials Provide hard copy to SGMM Navigation participants? SGMM Navigation Process Agenda Template(s) May provide hard copies of completed agendas, but not of raw templates SGMM Navigation Process Survey Form(s), including the scorable SGMM Compass Survey SGMM Navigation Process Permission Form SGMM Navigation Process all other Forms SGMM Navigation Process Report(s) in Microsoft Excel format SGMM Navigation Participant Report(s) in Adobe PDF format Present, display, or share with SGMM Navigation Process participants? May present, display, or share completed agendas, but not raw templates Present, display, or share with the public for the purpose of promoting the SGMM Navigation Process? Tailor in support of delivering the SGMM Navigation Process? No Per instructions provided in SGMM Navigator Training course No Yes Yes No But may present, display, or share the non-­‐scorable SGMM Compass Survey available for download from the SEI public web site. Yes Yes No No Yes Yes No Per instructions provided in SGMM Navigator Training course No No No No Yes No No No Data Submission Requirements SEI Partners must follow the SGMM Data Submission procedures provided in the download files on the Partner Resource Center at https://partner-­‐resources.sei.cmu.edu/. Quality Assurance Evaluation forms will be reviewed by the SEI to evaluate the quality of SGMM Navigation Process delivery. The SEI may perform random reviews of SEI Partner-­‐delivered services at the discretion of the SEI. The SEI shall notify the SEI Partner if an on-­‐site review will be performed and schedule with the SEI Partner a time for such review to occur. SEI Partner shall not be responsible for any expenses incurred by SEI in performing any review. After an on-­‐
site review, the SEI shall provide a written evaluation to SEI Partner, which may include recommended actions and mitigation plan. The SEI may perform subsequent random reviews in its discretion. The SEI may provide an action and mitigation plan for SEI Partner’s SEI-­‐Certified SGMM Navigator. If the action and mitigation plan indicates that an additional SEI simulation is required, the SEI Partner is responsible for any expenses incurred by SEI performing such simulation.