P R O V I D E R. Society for Maintenance and Reliability Professionals. Approved Provider Education Program

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1 APPROVED P R O V I D E R Society for Maintenance and Reliability Professionals Approved Provider Education Program

2 Guide Purpose The purpose of the SMRP Approved Provider Education Program is to recognize Industry Partners (SMRP members who provide products, services or training to maintenance and reliability professionals) who conduct continuing education and training aligned with SMRP s maintenance & reliability Body of Knowledge (BoK) and/or the Global Forum on Maintenance & Asset Management s physical asset management landscape. Through the SMRP Approved Provider Education Program, Industry Partners gain an additional level of acknowledgement for their education and training offerings, while helping practitioners feel confident they are receiving quality training. Program Requirements SMRP Approved Providers are expected to: Provide quality content related to the SMRP s BoK (see Appendix) and/or Asset Management Landscape, Second Edition (see Appendix) Provide clearly stated, measurable learning objectives. Provide qualified, professional and knowledgeable course instructors. Provide a learning environment that is conducive to continuing education (e.g. must include opportunity for Q&A with instructors) Offer continuing education course hours to participants. Provide informative and professional marketing materials, as well as course handouts. Provide professional logistics Program Benefits SMRP Approved Providers receive a number of benefits. SMRP Approved Providers will: Be recognized by maintenance and reliability practitioners and other Industry Providers as having quality physical asset management continuing education courses. Be permitted to use of the Approved Provider Education Program logo and statement for marketing materials, in the form and manner from time to time approved by SMRP, solely to advertise that he/she is a SMRP Approved Provider. Be recognized on the SMRP website, used by more than 4,000 members worldwide. Be marketed to candidates interested in sitting for the CMRP as offering training that aligns with content that is covered within the exam. Application Process SMRP encourages Industry Partners, who are members of SMRP, to apply to be recognized as an SMRP Approved Provider if they provide educational training within any of the following subject groups: Strategy & Planning, Asset Management Decision-Making, Lifecycle Delivery, Asset Information, Organization & People, Risk & Review, Business & Management, Manufacturing Process Reliability, Equipment Reliability, Organization & Leadership, Work Management. For details about each of these subject groups, please refer to the SMRP Approved Provider Education Program Topic Alignment document (see Appendix). Application Submission To apply for approval, applicants should: 1 Read the SMRP Approved Provider Education Program Guide. 2 Complete the application in its entirety, to include all supporting documentation. 3 Submit all applicable fees. Applications and payment may be submitted online. Print applications and payments by check should be mailed to: Approved Provider Education Program Society for Maintenance and Reliability Professionals 1100 Johnson Ferry Road NE, Suite 300 Atlanta, GA Review Process Applications and supporting documentation are reviewed by Kellen Company, SMRP s management firm, and will not be shared with any outside party. Incomplete applications will not be reviewed. Application Decision Upon approval, applicants will receive a confirmation letter containing the number of approved course hours and the dates for which the courses are approved, as well as information about marketing materials. Declined applications will be eligible for a refund equal to the amount of the submitted licensing and program tier fees minus a $50 application processing fee.

3 Guide Application Supporting Documentation SMRP requires all applicants to submit supporting documentation that describes the proposed educational offering(s). The following documentation is required: 1 Marketing materials 2 Program agenda 3 Instructor Qualifications 4 Learning objectives/evaluation 5 Course environment 6 Certificate (if applicable) Marketing Materials Applicants must submit marketing materials for review. Materials include, but are not limited to, course brochures, flyers, certificates, etc. Drafts of materials will be accepted at the time of application, but must be finalized, submitted and approved by SMRP within 30 days of approval. Program Agenda Program agendas should include a content outline that demonstrates the course(s) applicability to the subjects covered in SMRP s BoK and/or the Asset Management Landscape, Second Edition. Instructor Qualifications SMRP reviews instructor qualifications when considering applications. Applicants should submit the course instructor(s) resume, including credentials. All instructors should be qualified and knowledgeable in physical asset management and maintenance and reliability. Learning Objectives Proposed course(s) should have clear, measurable learning objectives that are advertised to not only SMRP, but to attendees. Course Environment All proposed courses must be conducive to continuing education, meaning that each course must include the opportunity for question and answer sessions and teacher/ student interaction. Certificate Approved Providers are encouraged to provide course attendees with certificates or statements verifying attendance. The following information should be included: attendee name, course title and number of course hours. The certificate or other documentation should reflect that the course has been approved by SMRP. Calculating Course Hours SMRP reviews the number of proposed course hours for each training course to determine the appropriate Approved Provider Tier. One hour of education is equal to 1 course hour. This does not include overlapping lectures, breaks, lunches, dinners, evaluation time, etc. Training that includes a fractional part of an hour less than 45 minutes will not be awarded 1 full course hour (e.g. 3.5 hours of training is awarded 3 course hours; 3.75 hours of training is awarded 4 course hours) Course hours are evaluated based on the number of hours awarded to participants, no matter the number of participants or the frequency of the course. (e.g. An applicant offering a 6 hour course to 60 people, 4 times per year should apply for 6 course hours.) Application Evaluation Process SMRP will evaluate all incoming applications against the Approved Provider Education Program requirements. These include: Course content Learning objectives Instructor qualifications Learning environment Marketing and course materials Course delivery and logistics Applications that do not meet the above criteria will be denied. Detailed information on the above criteria may be found on page 1 of this guide. Commitment to Confidentiality In addition to its primary function of providing association management services for SMRP and other associations, the Kellen Company maintains the confidentiality of highly sensitive corporate data. Confidential information received through the SMRP Approved Provider Education Program will be placed in secured, limited-access Kellen Company files. No individual company data is ever deposited in any Associations files (which are distinctly separate from the files of the Kellen Company) or made available to any Association members. For more than 40 years, the Kellen Company has been collecting sensitive and confidential data from hundreds of companies, including many on the Fortune 500 list. You can be assured that any corporate data provided in confidence to SMRP and the Kellen Company will be kept confidential.

4 Guide Program Fees SMRP Approved Providers are required to pay an annual licensing fee of $1,000. Renewal of the annual license is due by July 1 each year. The program runs on an annual basis from July 1 to June 30. Additionally, fees will be assessed based on the total number of course hours offered from approved courses. Fee Structure Annual License $1,000 Tier 1: 1-60 course hours $500 Tier 2: course hours $600 Tier 3: course hours $700 Tier 4: course hours $800 Tier 5: 151+ course hours $900 Once licensed, Approved Providers may apply for approval of additional training courses. Fees will be assessed accordingly, depending on whether the incremental courses result in the company moving to a higher course hours tier. For example, Company A is approved for three courses awarded 30 course hours in July Company A pays at total of $1,500 (licensing fee and Tier 1 course hours fee). In October, the company applies for and receives approval for five additional courses awarded a total of 40 course hours. Company A will owe SMRP an additional $100 the difference between Tier 1 and Tier 2. All fees are valid from July 1 to June 30. Program Valid Dates and Expiration Each approved course is valid for the program year. Approved status expires upon the passing of the program year (e.g. If you apply on July 1, 2015, you will be a designated Approved Provider until June 30, 2016; if you apply on April 15, 2016, you will be a designated Approved Provider until June 30, 2016). Organizations may renew their course approval by submitting a new application with appropriate fees. SMRP Monitoring Process SMRP will monitor Approved Providers on an on-going basis to ensure course value and effectiveness. All Approved Providers must agree to submit to a possible audit of course materials and other program information. Contact Information All questions about the SMRP Approved Provider Education Program should be directed to SMRP Headquarters Johnson Ferry Road, Suite 300 Atlanta, GA P: F: About SMRP The Society for Maintenance & Reliability Professionals (SMRP) is a nonprofit professional society formed by practitioners to advance the reliability and physical asset management industry and to create leaders in the field. SMRP provides unparalleled value for individual practitioners looking to expand their knowledge and skills in maintenance and reliability and build more business connections with other practitioners. SMRP is the premier asset management resource for companies looking to improve their processes and procedures. SMRP provides ANSI-accredited certification programs to validate the skills of practitioners and differentiate them when applying for jobs in maintenance and reliability. Approved Provider Marketing Materials Every SMRP Approved Provider will receive a SMRP Approved Provider Education Program logo and statement to be used on marketing materials for approved training courses. Logo and program statement usage is optional, but encouraged. More information is available in the Marketing Materials Guide (see Appendix). SMRP reserves the right to approve the form and manner of marketing materials.

5 APPROVED P R O V I D E R Appendix

6 Guide Supporting Documents Marketing Materials Guide SMRP Approved Providers are encouraged to utilize the special logo and provider statement in their promotional and marketing materials. The SMRP Approved Provider Education Program logo and statement must be used without any modifications. SMRP Approved Provider Education Program Logo The Approved Provider logo designates an organization s participation in the SMRP Approved Provider Education Program. Only current SMRP Approved Providers may use the logo. The logo should be used only in promotional and marketing materials for continuing education activities approved by SMRP, and should not be used for any courses that have not received approval. The privilege to use the logo is immediately terminated upon the expiration of an organization s participation in the SMRP Approved Provider Education Program. SMRP Approved Provider Education Program Statement SMRP Approved Providers are encouraged to place the following statement on promotional material related to approved courses: (Approved Provider name) is recognized by the Society for Maintenance and Reliability Professionals (SMRP) as an approved provider of continuing education and training aligned with key subject areas related to reliability and physical asset management. The Body of Knowledge The Society for Maintenance and Reliability Professionals (SMRP) has created the Maintenance and Reliability Body of Knowledge. The foundation of the Maintenance and Reliability Body of Knowledge is the five pillars of knowledge: 1. Business and Management 2. Manufacturing Process Reliability 3. Equipment Reliability 4. Organization and Leadership 5. Work Management The Maintenance and Reliability Body of Knowledge was developed by SMRP s Maintenance and Reliability Knowledge Committee using a rigorous development process. The current Maintenance and Reliability Body of Knowledge extends to level 2, the function level. Additional levels are under development and will be published periodically. 1.0 Business and Management This subject area describes the skills used to translate an organization s business goals into appropriate maintenance and reliability goals that support and contribute to the organization s business results. 1.1 Create Strategic direction and plan for M&R operations Provide vision and direction Provide clear and measurable goals 1.2 Administer Strategic plan Develop support Obtain approval and resources Implement plans 1.3 Measure Performance Select key performance indicators Track and report 1.4 Manage organizational plan Develop change management process Communicate benefits 1.5 Communicate with stake holders Provide management reports Inform staff Coordinate with operations 1.6 Manage environmental-health-safety risk Support community EHS goals Support security goals Conform to applicable regulations Provide EHS training

7 Guide Supporting Documents 2.0 Manufacturing Process Reliability This subject area relates maintenance and reliability activities to the manufacturing process of the organization to ensure that maintenance and reliability activities improve the manufacturing process. 2.1 Understand the applicable processes Document process flow Understand process parameters Understand quality specifications 2.2 Apply process improvement techniques Identify production losses Establish continuous improvement process 2.3 Manage effects of change to processes and equipment Establish change protocol Update documentation Update procedures 2.4 Maintain processes in accordance with applicable standards and regulations Understand industry standards Understand regulatory requirements Ensure compliance 3.0 Equipment Reliability This subject area describes two kinds of activities that apply to the equipment and processes for which the maintenance and reliability professional is accountable. First are those activities used to assess the current capabilities of the equipment and processes in terms of their reliability, availability, maintainability, and criticality. Second are the activities used to select and apply the most appropriate maintenance practices, so that the equipment and processes continue to deliver their intended capabilities in the safest and most costeffective manner. 3.1 Determine equipment reliability expectations Identify reliability goals Identify process expectations 3.2 Evaluate equipment reliability and identify improvement opportunities Measure and track performance Determine best demonstrated performance Analyze gaps 3.3 Establish a strategic plan to assure reliability of existing equipment Identify appropriate analysis techniques Develop maintenance strategy and tactics 3.4 Establish a strategic plan to assure reliability of new equipment Establish reliability specifications Establish acceptance criteria Obtain complete documentation 3.5 Cost-justify selected plans for implementation Conduct cost benefit analysis Communicate benefits Obtain approval 3.6 Implement selected plans to assure equipment reliability Apply reliability strategies Establish organization structure Provide resources 3.7 Review reliability of equipment and adjust reliability strategy Assess key performance indicators Analysis deviations Identify relevant best practices Implement continuous improvement 4.0 Organization & Leadership This subject area describes processes for assuring that the maintenance and reliability staff is the most qualified and best assigned to achieve the maintenance and reliability organization goals. 4.1 Determine organizational requirements Review strategic plan Determine required skills Determine required staffing levels 4.2 Analyze organizational capability Inventory staff skills Determine performance gaps

8 Guide Supporting Documents 4.3 Develop the organization structure Establish reporting channels Determine roles Determine responsibilities Manage reorganization 4.4 Develop personnel Provide training Obtain needed expertise Delineate career paths 4.5 Lead and manage people Develop leadership skills Assess performance Promote cooperative work environment Facilitate communication 5.0 Work Management This subject area focuses on the skills used to get the maintenance and reliability work done. It includes planning and scheduling activities, quality assurance of maintenance activities, stores and inventory management. 5.1 Identify, validate, and approve work Establish work identification processes Select and approve viable work 5.2 Prioritize work Develop formal prioritizing system Implement formal prioritizing system 5.3 Plan work Develop job package Including scope and procedures Including materials and tools Including testing 5.4 Schedule work Develop scheduling process Produce work schedule Balance resources Monitor backlog Manage break-in work Coordinate equipment access 5.5 Execute work Manage labor Manage material and services Control productivity Ensure EHS compliance 5.6 Document work Create post work document process Record failure events and failure modes 5.7 Analyze work and follow-up Compare actual work with plan Identify variances 5.8 Measure work management performance Establish performance indicators Report schedule compliance and rework 5.9 Plan and execute projects Define scope Estimate project and life cycle costs Apply critical path methods Track progress Coordinate staffing 5.10 Use information technologies effectively Leverage capabilities of data historian Process control systems Condition monitoring software EAM,CMMS systems functionality 5.11 Manage resources and materials Control materials inventory Manage spares and equipment Establish MRO procurement process Manage contractors

9 Guide Supporting Documents GFMAM Asset Management Landscape The Asset Management Landscape subjects are given in the list below. Strategy & Planning Asset Management Policy Asset Management Strategy & Objectives Demand Analysis Strategic Planning Asset Management Planning Asset Management Decision-Making Capital Investment Decision-Making Operations & Maintenance Decision-Making Lifecycle Value Realisation Resourcing Strategy Shutdowns & Outage Strategy Lifecycle Delivery Technical Standards & Legislation Asset Creation & Acquisition Systems Engineering Configuration Management Maintenance Delivery Reliability Engineering Asset Operations Resource Management Shutdown & Outage Management Fault & Incident Response Asset Decommissioning and Disposal Asset Information Asset Information Strategy Asset Information Standards Asset Information Systems Data & Information Management Organisation & People Procurement & Supply Chain Management Asset Management Leadership Organizational Structure Competence Management Risk & Review Risk Assessment and Management Contingency Planning & Resilience Analysis Sustainable Development Management of Change Assets Performance & Health Monitoring Asset Management System Monitoring Management Review, Audit & Assurance Asset Costing & Valuation Stakeholder Engagement

10 Guide Supporting Documents Topic Alignment Maintenance & Reliability Body of Knowledge Society for Maintenance and Reliability Professionals Business & Management Strategic Planning/Direction Organization Plan Management Performance Measurement Organization Change Management Stakeholder Communication Environmental Health and Safety Management Manufacturing Process Reliability Process Understanding Process Improvement Process Change Management Technical Standards and Compliance Equipment Reliability Reliability Expectation Identification Equipment Reliability Improvement Exiting Asset Management, Planning and Strategy New Asset Management, Planning and Strategy Asset Cost Justification Equipment Reliability Plan Implementation Maintenance Delivery Organization & Leadership Organizational Requirements Organizational Capability Organizational Structure Personnel Development Personnel Leadership and Management Work Management Work Prioritization and Planning Work Schedule Development and Management Performance Management Work Analysis Project Management Resource and Material Management ID A B C D E

11 Guide Supporting Documents Asset Management Landscape Global Forum on Maintenance & Asset Management Strategy & Planning Asset Management Policy Demand Analysis Asset Management Decision Making Capital Investment Decision Making Shutdown and Outage Strategy Lifecycle Delivery Asset Creation and Acquisition Systems Engineering Configuration Management Asset Operations Shutdown and Outage Management Fault and Incident Response Asset Decommissioning and Disposal Asset Information Asset Information Strategy Asset Information Standards Asset Information Systems Date and Information Management Organization and People Procurement and Supply Chain Management Asset Management Leadership Risk & Review Risk Assessment Management Contingency Planning and Resilience Analysis Sustainable Development Asset Management System Monitoring Management Review, Audit and Assurance Asset Costing and Valuation Stakeholder Engagement ID F G H I J K

12 APPROVED P R O V I D E R Society for Maintenance and Reliability Professionals 1100 Johnson Ferry Road NE Suite 300 Atlanta, GA

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