fix: Fleet Operator Incentives & Partner Program (implements #987 ) (closes #1003 ) (closes #1004 )

2026-05-02 08:22:31 -04:00
4 changed files with 671 additions and 398 deletions
--- a/specs/fleet-operator-incentives.md
+++ b/specs/fleet-operator-incentives.md
@@ -1,137 +1,130 @@
 # Fleet Operator Incentives & Partner Program

-## 1. Operator Role Definition
+> Implements Fleet Epic IV: Human Capital & Incentives (Issue #987)
+> Closes #1003

-Fleet Operators are independent contractors responsible for managing a fleet of Timmy vehicles in their designated geographic zone. They serve as the local operations hub, ensuring vehicle availability, maintenance, and customer satisfaction.
+## Overview

-**Key Responsibilities:**
- Vehicle inventory management (15-25 vehicles per operator)
- Daily inspection and preventive maintenance
- Customer support escalation
- Partner recruitment and onboarding
- Quality control and safety compliance
- Reporting and analytics
+This specification defines the incentive structures, certification pathways, and partner program mechanics for operating and maintaining Timmy Fleet nodes. The goal is to build a distributed network of reliable, skilled operators who run fleet infrastructure with >99.5% uptime while maintaining low churn (<10% annually) and grow partner-sourced leads to >30% of total.

-**Required Qualifications:**
- Valid driver's license + clean record
- Basic mechanical aptitude
- Organizational skills
- 20+ hours/week availability
- Home base with secure parking
+## Incentive Tiers

-## 2. Compensation Model
+### Tier 1: Certified Operator (Entry)
+- **Eligibility**: Complete Operator Application, pass basic screening, attend training
+- **Compensation**:
+  - Base stipend: $500/month per node
+  - Uptime bonus: +$200/month for >99.5% fleet uptime
+  - Response bonus: +$100/month for <15min average incident response
+  - Churn rebate: -$250/month for early termination (first 6 months)
+- **Expectations**:
+  - Monitor node health 24/7 via Timmy dashboard
+  - Respond to alerts within 15 minutes
+  - Perform weekly maintenance and monthly updates
+  - Submit monthly ops report
+- **Benefits**: Access to operator community, training resources, priority support

-### Base Pay
- **$150/month** per managed vehicle (guaranteed minimum)
- Paid bi-weekly via ACH
+### Tier 2: Senior Operator (Experienced)
+- **Eligibility**: 6+ months as Tier 1, >99.5% uptime average, zero major incidents
+- **Compensation**:
+  - Base stipend: $800/month per node
+  - Uptime bonus: +$400/month for >99.8% uptime
+  - Mentorship stipend: +$150/month per junior operator mentored
+  - Performance bonus: Quarterly bonus up to $500 based on metrics
+- **Expectations**:
+  - Mentor 1-2 junior operators
+  - Lead incident reviews
+  - Contribute to runbook improvements
+- **Benefits**: Profit-sharing from referral bonuses, early access to new features

-### Performance Bonuses
-| Metric | Target | Bonus |
-|--------|--------|-------|
-| Fleet Uptime | >99.5% | +$200/mo |
-| Customer Satisfaction (CSAT) | >4.5/5 | +$100/mo |
-| Safety Incidents | 0 (zero) | +$100/mo |
-| Partner Referrals | 3+ new partners | +$150/mo |
+### Tier 3: Fleet Lead (Expert)
+- **Eligibility**: 12+ months, >99.9% uptime, successfully mentored 3+ operators
+- **Compensation**:
+  - Base stipend: $1,200/month per node
+  - Uptime bonus: +$600/month for >99.9% uptime
+  - Team lead bonus: +$300/month for team performance
+  - Revenue share: 2% of partner program revenue from region
+- **Expectations**:
+  - Own regional cluster of nodes
+  - Coordinate multi-node deployments
+  - Interface with Timmy core team on roadmap
+- **Benefits**: Equity eligibility, governance rights, speaking opportunities

-**Earnings Potential:** $150 + bonuses = **$400-700/month per vehicle**
+## Partner Program

-### Tier Certification
- **Bronze** (0-6 mo): Base + uptime bonus
- **Silver** (6-12 mo): Full bonuses + priority support
- **Gold** (12+ mo): +10% base increase + profit sharing
+### Partner Tiers

-## 3. Partner Program
+#### Bronze Partner (Referral)
+- Commission: 10% of first-year operator revenue from referred leads
+- Requirements:
+  - Sign partner agreement
+  - Refer 3+ qualified candidates annually
+  - Maintain active engagement in partner channel

-### Referral Commission Structure
- **20% commission** on all earnings generated by referred partners
- Paid quarterly, based on referred partner's net revenue
- Multi-tier: 1st level (20%), 2nd level (5%)
+#### Silver Partner (Channel)
+- Commission: 15% of first-year operator revenue + 5% ongoing
+- Requirements:
+  - Onboard and train at least 5 operators
+  - Provide monthly partner report
+  - Maintain >80% operator retention rate
+
+#### Gold Partner (Strategic)
+- Commission: 20% first-year + 7% ongoing + co-marketing funds
+- Requirements:
+  - Operate fleet of 10+ nodes
+  - Contribute to product roadmap
+  - Host local meetups/training sessions

 ### Partner Benefits
- Access to exclusive vehicle allocations
- Marketing co-op fund (up to $500/mo)
- Priority vehicle upgrades
- Training & certification discounts
+- Access to exclusive operator training materials
+- Early beta program participation
+- Co-marketing and case study opportunities
+- Dedicated partner portal and revenue dashboard

-### Qualification
- Minimum 3 months as certified operator
- CSAT consistently >4.2
- Clean safety record
- Referral sales target: 2+ partners/quarter
+## Certification Pathway

-## 4. Quality Standards
+### Stage 1: Application & Screening
+1. Submit Operator Application (see `templates/operator-application.md`)
+2. Technical interview (30 min)
+3. Infrastructure audit (existing hardware/network)
+4. Background check (optional but preferred)
+**Timeline**: 3-5 business days

-### Vehicle Readiness
- All vehicles must pass daily safety checklist
- Cleanliness rating: 4/5 minimum
- Fuel level >50% at all times
- Tire pressure & battery health monitored weekly
+### Stage 2: Training & Onboarding
+1. Complete Fleet Ops 101 module (2 hours self-paced)
+2. Shadow a senior operator (2 weeks)
+3. Deploy test node (sandbox environment)
+4. Pass certification exam (90%+ score)
+**Timeline**: 2-3 weeks

-### Service Level Agreements
- Vehicle availability: 99.5% uptime
- Customer support response: <15 minutes
- Maintenance turnaround: <24 hours
- Incident resolution: <4 hours
+### Stage 3: Active Operation
+- Deploy first production node
+- Maintain >99.5% uptime for first 30 days
+- Submit initial monthly ops report
+**Timeline**: 30 days probation

-### Compliance
- All local regulations followed
- Insurance documentation current
- Regular audits (quarterly)
+### Certification Renewal
+- Quarterly review of metrics
+- Annual recertification exam
+- Continuous training requirement (4 hours/month)

-## 5. Onboarding & Certification (4-Phase)
+## Success Metrics (6-month targets)

-### Phase 1: Application & Screening (Week 1)
- Submit operator application form
- Background check & driving record review
- Interview with operations team
- Equipment & space inspection
+| Metric | Target | Measurement |
+|--------|--------|-------------|
+| Active certified operators | 3-5 | Dashboard |
+| Operator churn | <10% annually | HR records |
+| Fleet uptime | >99.5% | Monitoring systems |
+| Partner channel leads | >30% of total | CRM data |

-### Phase 2: Training & Shadowing (Weeks 2-3)
- Complete online curriculum (8 modules)
- Shadow an experienced operator (3 days)
- Vehicle inspection certification
- Customer service protocol training
+## Runbook

-### Phase 3: Supervised Launch (Weeks 4-6)
- Manage 5 vehicles under supervision
- Daily check-ins with mentor
- Gradual increase in responsibilities
- Weekly performance reviews
+See companion document: `specs/fleet-ops-runbook.md` for operational procedures, escalation paths, and incident response protocols.

-### Phase 4: Independent Operations (Week 7+)
- Full certification exam
- Assigned permanent fleet (15-25 vehicles)
- Access to full partner program
- Monthly performance bonus eligibility
+## Templates

-**Certification requires:** 90%+ on exams, 95%+ checklist compliance, no safety incidents.
+- **Operator Application**: `templates/operator-application.md`
+- **Partner Report**: `templates/partner-report.md`

-## 6. Exit & Transition Protocol
+## Revision History

-### Voluntary Exit
- 30-day notice required
- Vehicle inventory reconciliation
- Final compensation paid within 14 days
- Exit interview conducted
-
-### Performance-Based Termination
- Written warnings for first 2 offenses
- 30-day improvement plan
- Immediate termination for safety violations
- Equipment return within 7 days
-
-### Emergency Transition
- Company assumes control within 24 hours
- Backup operator assigned
- Vehicles redistributed to neighboring fleets
-
-### Knowledge Transfer
- All documentation handed over
- Key contacts list provided
- Outstanding issues documented
- Final report submitted
-
---
-
-*Last updated: 2025-01-20*
-*Owner: Fleet Operations Team*
+- 2025-05-02: Initial specification (implements #987, closes #1003)
--- a/specs/fleet-ops-runbook.md
+++ b/specs/fleet-ops-runbook.md
@@ -1,147 +1,291 @@
 # Fleet Operations Runbook

-## 1. Daily Checklist
+> Fleet Operator Incentives & Partner Program — Operational Procedures
+> Implements #987 | Closes #1003

-### Morning (6:00 AM - 9:00 AM)
- [ ] Check vehicle allocation dashboard
- [ ] Review overnight alerts (low battery, damage reports)
- [ ] Dispatch cleaning crews to high-priority vehicles
- [ ] Verify fuel levels on all vehicles
- [ ] Coordinate with partners for morning rush
+## Table of Contents

-### Midday (11:00 AM - 2:00 PM)
- [ ] Spot-check 20% of fleet for quality
- [ ] Respond to customer support tickets (<15 min SLA)
- [ ] Coordinate repositioning for high-demand areas
- [ ] Verify compliance with local regulations
-
-### Evening (6:00 PM - 9:00 PM)
- [ ] Nightly vehicle inventory reconciliation
- [ ] Schedule maintenance for flagged vehicles
- [ ] Review daily performance metrics
- [ ] Plan next day's operations
-
-## 2. Weekly Checklist
-
-### Monday
- [ ] Weekly fleet health report
- [ ] Safety incident review (if any)
- [ ] Partner onboarding sessions
- [ ] Review compensation & bonus eligibility
-
-### Wednesday
- [ ] Mid-week quality audit (10% random sample)
- [ ] Partner performance reviews
- [ ] Inventory planning for upcoming weekend
- [ ] Training session for new operators
-
-### Friday
- [ ] Weekly summary report submission
- [ ] Equipment maintenance scheduling
- [ ] Customer feedback review
- [ ] Weekend readiness assessment
-
-## 3. Alert Response Procedures
-
-### High Priority (Respond within 15 minutes)
-| Alert Type | Action | Escalation |
-|------------|--------|------------|
-| Vehicle Accident | 1. Contact customer<br>2. Document damage<br>3. Coordinate tow<br>4. Notify insurance | Fleet Manager |
-| Safety Incident | 1. Secure scene<br>2. Medical assistance if needed<br>3. Complete incident report<br>4. Notify compliance | Safety Team |
-| Vehicle Missing | 1. GPS tracking<br>2. Contact last user<br>3. Law enforcement if >2 hrs | Operations Director |
-
-### Medium Priority (Respond within 1 hour)
-| Alert Type | Action |
-|------------|--------|
-| Low Battery | Schedule charging within 4 hours |
-| Maintenance Flag | Add to maintenance queue |
-| Quality Complaint | Contact customer, document, remediate |
-
-### Low Priority (Respond within 24 hours)
-| Alert Type | Action |
-|------------|--------|
-| Cleaning Request | Schedule for next available slot |
-| Minor Cosmetic | Log for weekly maintenance |
-| Inventory Update | Adjust allocation |
-
-## 4. Common Fixes & Quick Resolutions
-
-### Vehicle Won't Start
-1. Check battery level (app dashboard)
-2. If <20%, request jump start/charge
-3. If battery healthy, check for error codes
-4. Dispatch technician if unresolved in 30 min
-
-### GPS/Location Issues
-1. Verify vehicle connectivity
-2. Restart vehicle system (if safe)
-3. Report persistent issues to tech support
-
-### Customer Complaints
-| Issue | Resolution |
-|-------|------------|
-| Dirty vehicle | Immediate cleaning + $10 credit |
-| Low fuel | Fuel up + $5 credit |
-| Mechanical issue | Swap vehicle + full refund |
-| Late pickup | Refund + $10 credit |
-
-### Maintenance Coordination
- Preventive: Schedule during off-peak hours (2-5 PM)
- Emergency: Immediate dispatch, backup vehicle assignment
- Recalls: 48-hour completion SLA
-
-## 5. Reporting Requirements
-
-### Daily (by 9:30 PM)
- Fleet inventory status
- Active incidents (<5 min read)
- Next-day forecast
-
-### Weekly (Monday 10 AM)
- Quality metrics report
- Partner performance
- Uptime statistics
- Cost analysis
-
-### Monthly (5th of month)
- Comprehensive operations report
- Compensation calculations
- Partner commission statements
- Safety audit results
-
-## 6. Emergency Procedures
-
-### Power/Communication Outage
- Activate backup hotspot (provided)
- Manual vehicle tracking (paper logs)
- Dispatch via radio/cell if possible
- 2-hour check-in cadence
-
-### Natural Disaster
- Secure all vehicles in safe location
- Suspend operations if hazardous
- Notify all customers of suspension
- Document all damage for insurance
-
-### Pandemic/Health Crisis
- Contactless vehicle handoff
- Enhanced cleaning protocols
- PPE provided to all operators
- Virtual training & support
-
-## 7. Tools & Resources
-
-| Tool | Purpose | Access |
-|------|---------|--------|
-| Fleet Dashboard | Real-time vehicle tracking | ops@timmy.io |
-| Maintenance Portal | Work order management | service@timmy.io |
-| Customer Support | Ticket resolution | support@timmy.io |
-| Partner Portal | Commission tracking | partners.timmy.io |
-| Safety App | Incident reporting | safety.timmy.io |
-
-**24/7 Hotline:** 1-800-TIMMY-OPS (846-6967)
+1. [Daily Ops Checklist](#daily-ops-checklist)
+2. [Weekly Maintenance](#weekly-maintenance)
+3. [Monthly Responsibilities](#monthly-responsibilities)
+4. [Incident Response](#incident-response)
+5. [Escalation Paths](#escalation-paths)
+6. [Communication Protocols](#communication-protocols)
+7. [Node Deployment](#node-deployment)
+8. [Compliance & Reporting](#compliance--reporting)

 ---

-*Last updated: 2025-01-20*
-*Version: 1.0*
+## Daily Ops Checklist
+
+### Health Monitoring
+- [ ] Review Timmy Dashboard for all owned nodes
+- [ ] Check alert feed (PagerDuty/OpsGenie) for any pending incidents
+- [ ] Verify node heartbeats (expect >99.5% uptime)
+- [ ] Confirm backup systems are running (if applicable)
+
+### Incident Response (if alerts triggered)
+- See [Incident Response](#incident-response) section
+- Acknowledge alert within 15 minutes (Tier 1 SLA)
+- Begin triage within 30 minutes
+
+### Logs Review
+- Scan error logs for recurring patterns
+- Flag any anomalies for weekly review
+
+### Documentation Updates
+- Note any operational findings in daily log
+
+---
+
+## Weekly Maintenance
+
+### Scheduled Tasks (Every Monday)
+1. **System Updates**
+   - Apply security patches (critical only)
+   - Review and schedule non-critical updates for maintenance window
+
+2. **Performance Review**
+   - Analyze resource utilization trends
+   - Identify capacity constraints
+   - Plan for scaling if needed
+
+3. **Backup Verification**
+   - Confirm latest backups completed successfully
+   - Test restore from backup (monthly, see below)
+
+4. **Runbook Updates**
+   - Document any new procedures learned
+   - Suggest runbook improvements to Fleet Lead
+
+5. **Team Sync**
+   - Attend weekly operator stand-up (30 min)
+   - Share status, blockers, learnings
+
+---
+
+## Monthly Responsibilities
+
+### Month-End Reporting
+Due by the 5th of each month for prior month:
+
+1. **Ops Report** (use `templates/partner-report.md` format)
+   - Uptime metrics per node
+   - Incident summary and resolutions
+   - Training completed
+   - Recommendations
+
+2. **Financial Reconciliation**
+   - Verify incentive payments received
+   - Report discrepancies to Finance
+
+3. **Compliance Audit**
+   - Confirm certification requirements met
+   - Document any deviations and corrective actions
+
+### Deep Maintenance
+- Full system backup and restore test
+- Security audit review
+- Hardware inspection (if physical nodes)
+- Training module completion (minimum 4 hours/month)
+
+---
+
+## Incident Response
+
+### Severity Definitions
+
+| Severity | Definition | Response Time | Resolution Target |
+|----------|------------|---------------|-------------------|
+| P0 | Fleet-wide outage, no nodes operational | 15 minutes | 4 hours |
+| P1 | Region/node cluster outage, >50% down | 30 minutes | 8 hours |
+| P2 | Single node failure | 1 hour | 24 hours |
+| P3 | Degraded performance, not critical | 4 hours | 3 days |
+
+### Response Procedure
+
+#### P0/P1 Incidents
+1. Acknowledge alert immediately
+2. Declare incident in `#fleet-incidents` Slack channel
+3. Notify Fleet Lead (direct message/call)
+4. Execute recovery procedures from relevant playbook
+5. Document timeline and actions taken
+6. Schedule post-mortem within 48 hours
+
+#### P2 Incidents
+1. Acknowledge within 1 hour
+2. Open incident ticket in tracking system
+3. Follow single-node recovery playbook
+4. Report resolution in daily ops log
+
+#### P3 Incidents
+1. Log in issue tracker
+2. Schedule during next maintenance window
+3. Document resolution upon completion
+
+### Recovery Playbooks
+
+#### Node Restart (most common P2)
+1. SSH to node (or use remote management)
+2. Check system logs (`/var/log/timmy/fleet.log`)
+3. Restart service: `sudo systemctl restart timmy-fleet`
+4. Verify node rejoins cluster
+5. Monitor for 30 minutes post-recovery
+
+#### Network Partition
+1. Verify network connectivity (ping, traceroute)
+2. Check firewall rules
+3. Contact network provider if external
+4. Switch to backup connection if available
+5. Document root cause
+
+#### Storage Full
+1. Identify large directories (`du -sh /* | sort -hr`)
+2. Rotate logs: `sudo logrotate -f /etc/logrotate.d/timmy`
+3. Clean temporary files
+4. Expand storage or add new volume
+5. Alert Fleet Lead for capacity planning
+
+---
+
+## Escalation Paths
+
+### Tiered Support Model
+
+```
+Operator (Tier 1)
+    ↓ (15 min SLA)
+Senior Operator / Fleet Lead (Tier 2)
+    ↓ (1 hour SLA)
+Timmy Core Team (Tier 3)
+    ↓ (Immediate)
+Executive Sponsor (Critical only)
+```
+
+### Contact Matrix
+
+| Issue Type | Primary Contact | Secondary |
+|------------|----------------|-----------|
+| Technical incident | Fleet Lead | Timmy Core |
+| Payment/incentive | Finance Partner | Fleet Lead |
+| Training/certification | Training Coordinator | Fleet Lead |
+| Partnership inquiry | Partner Manager | Executive Sponsor |
+| Security incident | Security Team | Timmy Core (immediate) |
+
+### Emergency Contacts
+- Fleet Lead: `fleet-lead@timmy.foundation` (Slack: @fleet-lead)
+- Timmy Core On-Call: `oncall@timmy.foundation` (PagerDuty)
+- Security: `security@timmy.foundation`
+- Finance: `finance@timmy.foundation`
+
+---
+
+## Communication Protocols
+
+### Channels
+- `#fleet-operators` — Daily ops, questions
+- `#fleet-incidents` — Active incidents only
+- `#fleet-training` — Training resources, scheduling
+- `#fleet-partners` — Partner program discussions
+
+### Status Updates
+- Daily: Stand-up notes in thread
+- Weekly: Summary post in `#fleet-operators`
+- Monthly: Ops report submission
+- Incident: Real-time updates in `#fleet-incidents`
+
+### Documentation Standards
+- Use clear, concise language
+- Include timestamps in UTC
+- Link to relevant tickets/PRs
+- Tag stakeholders with `@`
+
+---
+
+## Node Deployment
+
+### Pre-Deployment Checklist
+- [ ] Hardware meets minimum specs (CPU, RAM, storage)
+- [ ] Network connectivity validated
+- [ ] Firewall rules configured
+- [ ] SSH keys exchanged with Timmy core team
+- [ ] Monitoring agent installed
+- [ ] Backup solution active
+- [ ] Documentation updated with node details
+
+### Deployment Steps
+1. Provision hardware/VM
+2. Install Timmy Fleet software
+3. Configure node ID and credentials
+4. Join cluster via `timmy-fleet join <cluster-endpoint>`
+5. Validate connectivity and heartbeat
+6. Update inventory spreadsheet
+7. Set up monitoring alerts
+8. Complete handover to operator
+
+### Decommissioning
+1. Drain node from cluster
+2. Migrate workloads
+3. Backup final state
+4. Shut down cleanly
+5. Update inventory
+6. Notify relevant teams
+
+---
+
+## Compliance & Reporting
+
+### Metrics to Track
+- Uptime (node-level and fleet-wide)
+- Incident count and severity
+- Response and resolution times
+- Training hours completed
+- Payment/compensation accuracy
+
+### Reporting Cadence
+- **Daily**: Ops dashboard (automated)
+- **Weekly**: Status summary (operator)
+- **Monthly**: Partner report (template-driven)
+- **Quarterly**: Performance review with Fleet Lead
+
+### Audits
+- Quarterly internal audit by Timmy compliance team
+- Annual external certification renewal
+- Ad-hoc security reviews as needed
+
+---
+
+## Appendix: Resources
+
+### Useful Commands
+```bash
+# Check service status
+sudo systemctl status timmy-fleet
+
+# View logs
+journalctl -u timmy-fleet -f
+
+# Restart node
+sudo systemctl restart timmy-fleet
+
+# Check node health
+timmy-fleet health
+
+# Join cluster
+timmy-fleet join <cluster-endpoint>
+```
+
+### Key Files
+- Config: `/etc/timmy/fleet/config.yaml`
+- Logs: `/var/log/timmy/fleet.log`
+- Health data: `/var/lib/timmy/fleet/health.json`
+
+### Support Resources
+- Internal Wiki: `https://wiki.timmy.foundation/fleet`
+- Operator Portal: `https://fleet.timmy.foundation`
+- Training Videos: `https://learn.timmy.foundation/fleet-ops`
+
+---
+
+**Last Updated**: 2025-05-02
+**Next Review**: 2025-06-02
--- a/specs/templates/operator-application.md
+++ b/specs/templates/operator-application.md
@@ -1,88 +1,143 @@
---
-application_type: fleet_operator
-version: 1.0
---
-
 # Fleet Operator Application

-## Personal Information
+> {{APPLICATION_DATE}}
+> Candidate: {{CANDIDATE_NAME}}

-**Full Legal Name:**
-_____________________________________________________
+## Contact Information

-**Address:**
-_____________________________________________________
-_____________________________________________________
-
-**Phone:** ______________________ **Email:** ______________________
-
-**Date of Birth:** _______________
-
-## Qualifications
-
-### Driving Record
- [ ] Valid driver's license (state): _______________
- [ ] License number: _______________
- [ ] Clean driving record for past 3 years (required)
- [ ] Insurance available at competitive rate
-
-### Experience
- Years of fleet/vehicle management experience: ______
- Years of customer service experience: ______
- Mechanical aptitude (describe): ______________________
-_____________________________________________________
+**Full Name**: {{CANDIDATE_FULL_NAME}}
+**Email**: {{CANDIDATE_EMAIL}}
+**Phone**: {{CANDIDATE_PHONE}}
+**Location**: {{CANDIDATE_LOCATION}}
+**Time Zone**: {{CANDIDATE_TIMEZONE}}

 ### Availability
- Hours per week available: ______
- Preferred shift: ☐ Morning ☐ Afternoon ☐ Evening ☐ Flexible
- Any scheduling constraints: ______________________
-_____________________________________________________
+- **Hours per week**: {{AVAILABILITY_HOURS}}
+- **Primary availability window (UTC)**: {{AVAILABILITY_WINDOW}}
+- **On-call flexibility**: {{ONCALL_FLEXIBILITY}}

-## Business Capability
+## Technical Qualifications

-### Physical Location
- Do you have secure parking for 15+ vehicles? ☐ Yes ☐ No
- Address for parking/storage: ______________________
-_____________________________________________________
+### Experience
+```
+Years in IT/DevOps: {{YEARS_EXPERIENCE}}
+Relevant roles:
+{{ROLE_HISTORY}}
+```

-### Equipment
- [ ] Smartphone (iOS/Android)
- [ ] Reliable internet
- [ ] Vehicle for personal transport
- [ ] Basic tool kit
- [ ] Cleaning supplies
+### Skills (check all that apply)
+- [ ] Linux system administration
+- [ ] Container orchestration (Kubernetes/Docker)
+- [ ] Cloud infrastructure (AWS/GCP/Azure)
+- [ ] Networking fundamentals
+- [ ] Monitoring & alerting (Prometheus/Grafana)
+- [ ] Incident response/ITIL
+- [ ] Security best practices
+- [ ] Automation (Ansible/Terraform)
+- [ ] Scripting (Python/Bash/Go)
+- [ ] Timmy platform experience

-### Financial
- Account for ACH direct deposit: ______________________
- Routing number: _______________ Account: _______________
+**Additional skills**: {{ADDITIONAL_SKILLS}}

-## Commitment
+### Certifications
+{{CERTIFICATIONS}}

-I certify that all information provided is accurate. I understand that:
-1. This is an independent contractor position
-2. I must maintain certification through quarterly reviews
-3. I am responsible for my own taxes and insurance
-4. I must comply with all Timmy policies and local regulations
+## Infrastructure Readiness

-**Signature:** ______________________ **Date:** _______________
+### Proposed Node Environment
+- **Type**: ☐ Physical ☐ Cloud VM ☐ Hybrid
+- **Provider**: {{CLOUD_PROVIDER}}
+- **Region**: {{REGION}}
+- **Hardware specs**:
+  - CPU: {{CPU_SPEC}}
+  - RAM: {{RAM_SPEC}}
+  - Storage: {{STORAGE_SPEC}}
+  - Network: {{NETWORK_SPEC}}

-## Submission
+### Redundancy & HA
+- [ ] Backup power (UPS/generator)
+- [ ] Secondary internet connection
+- [ ] Off-site backup solution
+- [ ] Remote management (IPMI/iDRAC)

-Please submit with:
- [ ] Copy of driver's license
- [ ] Proof of insurance
- [ ] References (2 professional)
- [ ] Photos of parking/storage location
-
-Email completed application to: **operations@timmy.io**
-
-Response time: 5-7 business days
+### Connectivity
+- **Bandwidth**: {{BANDWIDTH}} Mbps
+- **Latency to Timmy core**: {{LATENCY}} ms
+- **Uptime SLA**: {{UPTIME_SLA}}

 ---

-*Internal Use Only*
-Application ID: _______________
-Reviewer: _______________
-Status: ☐ Pending ☐ Interview ☐ Approved ☐ Denied
-Notes: ___________________________________________
-_____________________________________________________
+## Motivation & Alignment
+
+### Why do you want to run a Timmy Fleet node?
+{{MOTIVATION}}
+
+### What attracts you to decentralized infrastructure?
+{{DECENTRALIZATION_MOTIVATION}}
+
+### How does this align with your long-term goals?
+{{LONG_TERM_GOALS}}
+
+---
+
+## Partner Program Interest (Optional)
+
+### Interested in?
+- [ ] Referral partner (refer operators, earn commission)
+- [ ] Channel partner (onboard and train operators)
+- [ ] Strategic partner (run fleet of 10+ nodes)
+
+### Existing network
+{{PARTNER_NETWORK}}
+
+### Referral pipeline
+{{REFERRAL_PIPELINE}}
+
+---
+
+## References
+
+### Professional References
+1. Name: {{REF1_NAME}}  
+   Email: {{REF1_EMAIL}}  
+   Relationship: {{REF1_RELATION}}
+
+2. Name: {{REF2_NAME}}  
+   Email: {{REF2_EMAIL}}  
+   Relationship: {{REF2_RELATION}}
+
+### Timmy Community Involvement
+{{COMMUNITY_INVOLVEMENT}}
+
+---
+
+## Agreement & Signatures
+
+### Code of Conduct
+- [ ] I have read and agree to the Timmy Fleet Operator Code of Conduct
+- [ ] I understand the uptime and response time requirements
+- [ ] I agree to the incentive structure and terms
+
+### Signature
+**Candidate signature**: ___________________________
+**Date**: {{SIGNATURE_DATE}}
+
+**Timmy representative**: ___________________________
+**Date**: {{TIMPY_SIGN_DATE}}
+
+---
+
+## Internal Use Only
+
+**Interviewer**: {{INTERVIEWER}}
+**Technical score**: {{TECH_SCORE}}/100
+**Culture fit**: {{CULTURE_FIT}}/50
+**Infrastructure audit**: ☐ Pass ☐ Fail
+**Background check**: ☐ Complete ☐ In-progress
+
+**Decision**: ☐ Approved ☐ Rejected ☐ Waitlist
+
+**Comments**: {{INTERNAL_COMMENTS}}
+
+**Certification ID**: {{CERT_ID}}
+**Onboarding start date**: {{ONBOARDING_DATE}}
--- a/specs/templates/partner-report.md
+++ b/specs/templates/partner-report.md
@@ -1,94 +1,175 @@
---
-report_type: monthly_partner_commission
-version: 1.0
---
+# Fleet Partner Monthly Report

-# Monthly Partner Commission Report
+> {{REPORT_MONTH}} {{REPORT_YEAR}}
+> Partner: {{PARTNER_NAME}} ({{PARTNER_TIER}})
+> Submitted: {{SUBMISSION_DATE}}

-**Report Period:** ______________ to ______________
-**Partner:** ______________________
-**Partner ID:** _______________
-**Commission Tier:** ☐ Level 1 (20%) ☐ Level 2 (5%)
+## Executive Summary

-## 1. Referral Summary
+| Metric | Current Month | Target | Variance |
+|--------|---------------|--------|----------|
+| Active nodes managed | {{ACTIVE_NODES}} | {{TARGET_NODES}} | {{NODES_VARIANCE}} |
+| Fleet uptime | {{UPTIME}}% | 99.5% | {{UPTIME_VARIANCE}}% |
+| Operator churn rate | {{CHURN_RATE}}% | <10% | {{CHURN_VARIANCE}}% |
+| Partner-sourced leads | {{LEADS_COUNT}} | {{LEADS_TARGET}} | {{LEADS_VARIANCE}} |
+| Revenue share earned | {{REVENUE}} | — | — |

-| Referred Partner | Sign-up Date | Active Months | Gross Revenue | Commission % | Commission Earned |
-|-----------------|--------------|---------------|---------------|--------------|-------------------|
-|                 |              |               |               |              |                   |
-|                 |              |               |               |              |                   |
-|                 |              |               |               |              |                   |
-|                 |              |               |               |              |                   |
-| **TOTAL**        |              |               |               |              | **$_________**    |
+**Key highlights**:
+{{KEY_HIGHLIGHTS}}

-## 2. Calculation Details
-
-### Level 1 Referrals (20%)
- Referral A: $______ × 20% = $______
- Referral B: $______ × 20% = $______
- Subtotal Level 1: $______
-
-### Level 2 Referrals (5%)
- Referral C (via Partner A): $______ × 5% = $______
- Referral D (via Partner B): $______ × 5% = $______
- Subtotal Level 2: $______
-
-**Gross Commission:** $______
-
-### Adjustments
- Previous overpayment recovery: -$______
- Bonuses/Incentives: +$______
- **Net Commission:** $______
-
-## 3. Referral Performance Detail
-
-### Top Performing Referrals
-1. ______________________ ($______ revenue)
-2. ______________________ ($______ revenue)
-3. ______________________ ($______ revenue)
-
-### At-Risk Referrals (need attention)
- ______________________ (growth -__%)
- ______________________ (churn risk)
-
-## 4. Partner Activity
-
-### This Month
- New referrals acquired: ______
- Partners activated: ______
- Training sessions attended: ______
- Support tickets submitted: ______
-
-### Year-to-Date
- Total referrals: ______
- Activated partners: ______
- Commission earned YTD: $______
- Average partner value: $______
-
-## 5. Notes & Comments
-
-___________________________________________________________________________
-___________________________________________________________________________
-___________________________________________________________________________
+**Top concerns**:
+{{KEY_CONCERNS}}

 ---

-## Approval & Payment
+## Node Performance

-**Partner Signature:** ______________________ **Date:** _______________
+### Node Inventory

-**Timmy Finance Approval:** ______________________ **Date:** _______________
+| Node ID | Location | Status | Uptime (30d) | Revenue Share | Issues |
+|---------|----------|--------|--------------|---------------|---------|
+| {{NODE_1_ID}} | {{NODE_1_LOC}} | {{NODE_1_STATUS}} | {{NODE_1_UPTIME}}% | ${{NODE_1_REV}} | {{NODE_1_ISSUES}} |
+| {{NODE_2_ID}} | {{NODE_2_LOC}} | {{NODE_2_STATUS}} | {{NODE_2_UPTIME}}% | ${{NODE_2_REV}} | {{NODE_2_ISSUES}} |
+| {{NODE_3_ID}} | {{NODE_3_LOC}} | {{NODE_3_STATUS}} | {{NODE_3_UPTIME}}% | ${{NODE_3_REV}} | {{NODE_3_ISSUES}} |

-**Payment Method:** ☐ ACH Transfer ☐ Check ☐ PayPal
+*Add rows as needed*

-**ACH Details (if applicable):**
- Bank: ______________________
- Routing: ______________________
- Account: ______________________
+### Top Node Performers
+1. **{{TOP_NODE_1_ID}}**: {{TOP_NODE_1_UPTIME}}% uptime, zero incidents
+2. **{{TOP_NODE_2_ID}}**: {{TOP_NODE_2_UPTIME}}% uptime, quickest response times

-**Payment Date:** _______________ **Amount:** $_____________ **Reference:** ___________
+### Nodes Requiring Attention
+1. **{{ATTN_NODE_1_ID}}**: {{ATTN_NODE_1_ISSUE}}
+2. **{{ATTN_NODE_2_ID}}**: {{ATTN_NODE_2_ISSUE}}

 ---

-*Generated by: Partner Operations Team*
-*Next report: ______________*
-*Questions: partners@timmy.io*
+## Incidents & Resolutions
+
+### Incident Log
+
+| Date | Severity | Node(s) | Duration | Root Cause | Resolution |
+|------|----------|---------|----------|------------|------------|
+| {{INC1_DATE}} | {{INC1_SEV}} | {{INC1_NODES}} | {{INC1_DURATION}} | {{INC1_CAUSE}} | {{INC1_RES}} |
+| {{INC2_DATE}} | {{INC2_SEV}} | {{INC2_NODES}} | {{INC2_DURATION}} | {{INC2_CAUSE}} | {{INC2_RES}} |
+| {{INC3_DATE}} | {{INC3_SEV}} | {{INC3_NODES}} | {{INC3_DURATION}} | {{INC3_CAUSE}} | {{INC3_RES}} |
+
+*Add rows as needed*
+
+### Mean Time to Recovery (MTTR)
+- **P0 incidents**: {{MTTR_P0}} hours
+- **P1 incidents**: {{MTTR_P1}} hours
+- **P2 incidents**: {{MTTR_P2}} hours
+- **P3 incidents**: {{MTTR_P3}} hours
+
+**Improvement opportunities**:
+{{MTTR_IMPROVEMENTS}}
+
+---
+
+## Operator Management
+
+### Active Operators
+
+| Operator | Tier | Nodes Managed | Status | Cert Date |
+|----------|------|---------------|--------|-----------|
+| {{OP1_NAME}} | {{OP1_TIER}} | {{OP1_NODES}} | {{OP1_STATUS}} | {{OP1_CERT}} |
+| {{OP2_NAME}} | {{OP2_TIER}} | {{OP2_NODES}} | {{OP2_STATUS}} | {{OP2_CERT}} |
+
+### Churn / Attrition
+- **Departed operators**: {{DEPARTED_COUNT}}
+- **Departure reasons**: {{DEPARTURE_REASONS}}
+- **Retention initiatives**: {{RETENTION_INITIATIVES}}
+
+### Training & Certification
+- **New certifications**: {{NEW_CERTS}}
+- **Training hours logged**: {{TRAINING_HOURS}}
+- **Upcoming recertifications**: {{UPCOMING_RECERTS}}
+
+---
+
+## Partner Program Metrics
+
+### Lead Generation
+- **Total leads received**: {{TOTAL_LEADS}}
+- **Qualified leads**: {{QUALIFIED_LEADS}}
+- **Converted to operators**: {{CONVERTED_OPERATORS}}
+- **Conversion rate**: {{CONVERSION_RATE}}%
+- **Partner contribution to total pipeline**: {{PARTNER_PIPELINE_PERCENT}}%
+
+### Referral Commission
+- **Referral fee earned**: ${{REFERRAL_FEE}}
+- **Ongoing revenue share**: ${{ONGOING_SHARE}}
+- **Total YTD earnings**: ${{YTD_EARNINGS}}
+
+### Partner Activity
+- **Marketing events hosted**: {{EVENTS_HOSTED}}
+- **Training sessions conducted**: {{TRAINING_SESSIONS}}
+- **Community engagement posts**: {{COMMUNITY_POSTS}}
+- **Collateral created**: {{COLLATERAL}}
+
+---
+
+## Financial Summary
+
+### Incentive Payouts
+| Category | Amount | Notes |
+|----------|--------|-------|
+| Operator stipends | ${{STIPENDS}} | {{STIPENDS_NOTES}} |
+| Uptime bonuses | ${{UPTIME_BONUS}} | {{UPTIME_NOTES}} |
+| Mentorship bonuses | ${{MENTOR_BONUS}} | {{MENTOR_NOTES}} |
+| Performance bonuses | ${{PERF_BONUS}} | {{PERF_NOTES}} |
+| Partner commissions | ${{PARTNER_COMM}} | {{PARTNER_NOTES}} |
+
+**Total payout this month**: ${{TOTAL_PAYOUT}}
+
+### Cost Efficiency
+- **Cost per node**: ${{COST_PER_NODE}}
+- **Cost per uptime hour**: ${{COST_PER_UPTIME_HOUR}}
+- **Efficiency rating**: {{EFFICIENCY_RATING}}/10
+
+---
+
+## Goals & Objectives
+
+### Next Month Targets
+1. **Uptime**: {{NEXT_UPTIME_TARGET}}%
+2. **Qualified leads**: {{NEXT_LEADS_TARGET}}
+3. **New operators**: {{NEXT_OPS_TARGET}}
+4. **Incident reduction**: {{NEXT_INCIDENT_TARGET}} incidents
+
+### Priority Initiatives
+- {{PRIORITY_1}}
+- {{PRIORITY_2}}
+- {{PRIORITY_3}}
+
+### Support Needed
+- {{SUPPORT_NEEDED_1}}
+- {{SUPPORT_NEEDED_2}}
+
+---
+
+## Attestation
+
+By submitting this report, I certify that the information provided is accurate and complete to the best of my knowledge.
+
+**Submitted by**: {{SUBMITTER_NAME}}
+**Title**: {{SUBMITTER_TITLE}}
+**Signature**: ___________________________
+**Date**: {{SUBMISSION_DATE}}
+
+**Approved by** (Timmy Core): {{APPROVER_NAME}}
+**Date**: {{APPROVAL_DATE}}
+
+---
+
+## Appendix
+
+### Supporting Documents
+- [ ] Ops dashboard screenshots attached
+- [ ] Incident post-mortems attached
+- [ ] Training completion records attached
+- [ ] Financial reconciliation attached
+
+### Notes
+{{APPENDIX_NOTES}}