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Alexander Payne
2485b7a708 docs: add fleet operations runbook for operators
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- Daily and weekly checklists
- Alert response protocol (<30min critical, <4h warnings)
- Common fixes: restart tmux, clear dispatch queue, update hermes
- Emergency escalation contacts
- Security rules and contact references
2026-04-30 20:21:57 -04:00
Alexander Payne
84831942ed fix(#987): add fleet operator incentives and partner program spec
- Operator role definition, compensation model with bonuses
- Partner program: 20% commission for 12 months per referral
- Quality standards, onboarding certification (4 phases)
- Exit and transition protocol
- Templates: operator-application.md, partner-report.md

Partial implementation of #987
2026-04-30 20:19:31 -04:00
4 changed files with 222 additions and 801 deletions

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# Fleet Operator Incentives Program
# Fleet Operator Incentives & Partner Program
*Epic IV — Human Capital & Incentives (Mogul Influence roadmap steps XII, XIII, XV)*
## Overview
## Operator Role Definition
### Primary Responsibilities
- Deploy and maintain sovereign AI agent fleets on VPS nodes
- Monitor fleet health, uptime, and performance metrics
- Execute dispatched tasks from the Timmy Foundation (burn sessions, cron jobs, PR merges)
- Maintain fleet identity registry and rotate credentials per security policy
- Report operational metrics weekly (uptime %, completed tasks, resource usage)
This document defines the incentive structure for certified fleet operators within the Timmy network. The goal is to align operator success with platform reliability and customer satisfaction.
## Operator Tiers
### Bronze Tier (Entry)
- Requirements: Complete operator certification, maintain 95%+ uptime
- Benefits: Base commission rates, access to standard routes
- Incentives: Performance bonus after 6 months of consistent service
### Silver Tier (Growth)
- Requirements: 1+ year experience, 98%+ uptime, positive customer feedback >4.5/5
- Benefits: Higher commission tiers, priority dispatch, advanced route optimization
- Incentives: Quarterly performance bonuses, equipment subsidies
### Gold Tier (Elite)
- Requirements: 2+ years, 99%+ uptime, customer feedback >4.8/5, mentor 1+ new operator
- Benefits: Premium commission rates, exclusive high-value contracts, revenue sharing opportunities
- Incentives: Annual profit sharing, equity participation options
### Qualifications
- Linux system administration (systemd, ssh, git, basic networking)
- Familiarity with AI agent frameworks (Hermes Agent preferred)
- Reliable VPS infrastructure (minimum: 2 vCPU, 4GB RAM, 50GB SSD)
- Stable internet connection with <50ms latency to foundation services
## Compensation Model
### Base Commission Structure
- Bronze: 15% of gross route revenue
- Silver: 20% of gross route revenue
- Gold: 25% of gross route revenue
### Base Rate
- **$150/month** per operator for up to 5 VPS nodes managed
- Additional $25/month per node beyond 5 (max 10 nodes per operator)
### Performance Bonuses
- **Uptime Bonus**: Additional 2-5% for exceeding tier uptime requirements
- **Customer Satisfaction**: 1-3% bonus for maintaining >4.7 average rating
- **Referral Bonus**: 5% of referred operator's first-year revenue (max $5,000)
- **Retention Bonus**: 10% of annual earnings after 3 years continuous service
| Metric | Target | Bonus |
|--------|---------|-------|
| Fleet uptime | >99.5% monthly | +$50 |
| Task completion rate | >95% successful dispatches | +$30 |
| Response time | <30min for critical alerts | +$20 |
| Churn prevention | Retain operators 6+ months | +$100 quarterly |
### Volume-Based Incentives
- Monthly tier multipliers based on completed deliveries:
- 100-200 deliveries: 1.0x base
- 201-500 deliveries: 1.1x base + $500 bonus
- 501+ deliveries: 1.2x base + $1,500 bonus
### Payment Schedule
- Monthly via stablecoin (USDC/USDT) on preferred chain
- Bonuses paid within 7 days of month-end verification
- Operators provide wallet address during onboarding
## Support & Resources
## Partner Program (20% Commission)
### Partner Role
- Refer new operators to the Timmy Foundation fleet
- Earn 20% of operator base compensation for first 12 months
- Provide mentorship during operator onboarding (first 30 days)
### Included Benefits
- Fleet insurance discounts (up to 20% off standard rates)
- Maintenance partnerships (15% discount at certified shops)
- Fuel card program (5% cashback on fuel purchases)
- Technology subsidies (half off GPS/telematics equipment)
- Training stipend ($1,000 annually for certifications)
### Commission Structure
- New operator base $150/mo → Partner earns $30/mo for 12 months
- Bonus performance passes through (partner earns 20% of operator bonuses)
- Minimum: 2 qualifying operators referred before earning partner status
### Operational Support
- 24/7 dispatch support
- Maintenance scheduling assistance
- Customer dispute resolution
- Compliance and regulatory guidance
### Partner Requirements
- Must be certified operator for 3+ months with >99% uptime
- Maintain active communication with referred operators
- Submit monthly partner report (format: `specs/templates/partner-report.md`)
## Quality Assurance
## Quality Standards
### Operational Standards
- [ ] Fleet uptime ≥99.5% monthly
- [ ] Critical alerts acknowledged within 30 minutes
- [ ] Security: no credential reuse across nodes
- [ ] Weekly metrics report submitted by Monday 09:00 UTC
- [ ] Adhere to sovereign AI principles (no data exfiltration, local-first)
### Monitoring Metrics
- Fleet uptime (target >99.5%)
- On-time delivery rate (target >98%)
- Customer satisfaction score (target >4.5/5)
- Incident rate (target <0.5% of deliveries)
- Maintenance compliance (target 100% scheduled maintenance adherence)
### Code Quality (for agent modifications)
- [ ] All changes committed with signed-off-by
- [ ] PRs reference Gitea issue/modal number
- [ ] Tests pass before merge (where applicable)
- [ ] No hardcoded secrets in commits
### Evaluation Cycle
- Monthly performance reviews
- Quarterly tier reassessment
- Annual comprehensive evaluation
### Communication Standards
- [ ] Respond to Timmy Foundation pings within 24 hours
- [ ] Use professional, concise language in issues/PRs
- [ ] Report outages immediately via Telegram/Discord alert channel
## Pathway to Certification
## Onboarding & Certification
### Phase 1: Application
- Submit operator application (template: `specs/templates/operator-application.md`)
- Provide VPS specifications and location
- Sign operator agreement
### Phase 1: Application & Vetting
- Submit operator application (see templates/operator-application.md)
- Background check and driving record review
- Vehicle inspection and insurance verification
- Initial training completion
### Phase 2: Training
- Complete Hermes Agent training (5 modules)
- Pass fleet operations quiz (80% passing score)
- Shadow certified operator for 1 week
### Phase 2: Trial Period (90 days)
- Limited route assignments
- Mentor operator pairing
- Weekly performance reviews
- Final evaluation and certification
### Phase 3: Certification
- Deploy 2-node test fleet
- Successfully complete 10 dispatched tasks
- Certified operator reviews and signs off
### Phase 3: Full Certification
- Receive tier assignment
- Access to full route network
- Begin earning full commission rates
### Phase 4: Active Status
- Added to operator registry
- Granted access to fleet management tools
- Begin earning base compensation
## Program Administration
## Exit & Transition Protocol
### Voluntary Exit
1. Submit 30-day notice via Gitea issue label `exit-notice`
2. Complete transition checklist:
- [ ] Transfer all node access to Foundation or successor
- [ ] Hand over active tasks in progress
- [ ] Return any Foundation-owned credentials/hardware
- [ ] Final metrics report submitted
3. Receive exit payment within 7 days
- Program managed by Fleet Operations Team
- Quarterly operator council meetings
- Annual program review and adjustment
- Dispute resolution process documented in fleet-ops-runbook.md
### Involuntary Termination (for cause)
- Repeated uptime <97% (3 consecutive months)
- Security breach or credential exposure
- Violation of sovereign AI principles
- Unresponsive >72 hours without prior notice
## Success Metrics (6-month targets)
Terminated operators:
- Access revoked immediately
- Final payment pro-rated to last active day
- May reapply after 6 months with improvement plan
- 3-5 active certified operators
- Operator churn <10% annually
- Fleet uptime >99.5%
- Partner channel >30% of leads
### Succession Planning
- Each operator mentors 1 junior operator within first 6 months
- Documentation of all processes in `specs/fleet-ops-runbook.md`
- No single point of failure: min 2 operators per region
---
## Success Criteria (6-Month Targets)
- [ ] 3-5 active certified operators
- [ ] Operator churn <10% annually
- [ ] Fleet uptime >99.5%
- [ ] Partner channel >30% of new operator leads
*Last updated: 2025-01-20*
*Version: 1.0*
## References
- Parent epic: Mogul Influence 17-step roadmap (steps XII, XIII, XV)
- Issue: #987
- Templates: `specs/templates/operator-*.md`
- Runbook: `specs/fleet-ops-runbook.md` (future)

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# Fleet Operations Runbook
*Standard operating procedures for Timmy Foundation fleet operators*
## Purpose
## Daily Checklist
- [ ] Check fleet health: `tmux list-sessions` (should show BURN, BURN2, FORGE active)
- [ ] Verify gateway running: `systemctl status ai.hermes.gateway --no-pager`
- [ ] Check disk space: `df -h /` (keep >15% free)
- [ ] Review overnight cron results in `~/.hermes/cron/jobs/`
This runbook provides standardized procedures for Fleet Operators to ensure consistent, reliable, and safe operations across the Timmy network.
## Weekly Tasks
- [ ] Generate fleet metrics report (`scripts/fleet-metrics.sh`)
- [ ] Rotate any expired credentials (check `~/.hermes/fleet-dispatch-state.json`)
- [ ] Review open PRs in Timmy Foundation repos
- [ ] Submit weekly report by Monday 09:00 UTC
## Table of Contents
## Alert Response Protocol
### Critical (respond <30 min)
1. Gateway down: `sudo systemctl restart ai.hermes.gateway`
2. Disk >90% full: `scripts/cleanup-disk.sh`
3. Fleet dispatch failing: check `/tmp/hermes/dispatch-queue.json`
1. [Daily Operations](#daily-operations)
2. [Maintenance Procedures](#maintenance-procedures)
3. [Incident Response](#incident-response)
4. [Customer Service](#customer-service)
5. [Compliance & Safety](#compliance--safety)
6. [Communication Protocols](#communication-protocols)
7. [Reporting Requirements](#reporting-requirements)
### Warning (respond <4 hours)
1. Uptime <99.5%: investigate tmux panes with `tmux attach -t BURN`
2. Failed cron jobs: check logs in `~/.hermes/cron/jobs/`
3. Agent loop errors: review session transcripts
---
## Common Fixes
### Restart stuck tmux pane
```bash
tmux send-keys -t BURN:0 C-c
tmux send-keys -t BURN:0 "hermes chat --yolo" Enter
```
## Daily Operations
### Clear dispatch queue
```bash
rm /tmp/hermes/dispatch-queue.json
# Watchdog will recreate on next cycle
```
### Pre-Shift Checklist
### Update hermes-agent
```bash
cd ~/hermes-agent && git pull origin main && pip install -e ".[all]"
```
**Vehicle Inspection:**
- [ ] Check tire pressure and condition
- [ ] Verify fluid levels (oil, coolant, brake fluid)
- [ ] Test lights, signals, and brakes
- [ ] Inspect for fluid leaks
- [ ] Verify GPS/telematics is operational
- [ ] Check emergency equipment (first aid kit, fire extinguisher, warning triangles)
## Emergency Escalation
- **Telegram**: @Rockachopa (primary)
- **Gitea Issue**: label `operator-alert` + mention @Rockachopa
- **Discord**: #fleet-ops-alerts channel
**Documentation:**
- [ ] Valid driver's license
- [ ] Vehicle registration and insurance
- [ ] Daily log (if required by jurisdiction)
- [ ] Route assignments and manifests
## Security Rules
- Never share VPS SSH keys
- Never commit credentials to git
- Rotate tokens every 90 days
- Report suspicious activity immediately
**System Checks:**
- [ ] Mobile app/driver app login
- [ ] Verify notification settings
- [ ] Check for route updates or alerts
- [ ] Confirm fuel level adequate for shift
### Daily Reporting
**End-of-Shift Requirements:**
1. Complete delivery logs in system
2. Report any vehicle issues immediately
3. Submit fuel receipts if using company card
4. Document any incidents or near-misses
5. Confirm all assigned routes completed
**Daily Metrics to Track:**
- Total miles driven
- Deliveries completed
- Fuel consumption
- Any incidents or delays
- Customer feedback received
## Maintenance Procedures
### Preventive Maintenance Schedule
| Maintenance Item | Interval | Responsible Party |
|-----------------|----------|------------------|
| Oil change | Every 5,000 miles / 6 months | Operator (track) |
| Tire rotation | Every 7,500 miles | Maintenance partner |
| Brake inspection | Every 10,000 miles / 6 months | Certified shop |
| Fluid flush | Per manufacturer schedule | Maintenance partner |
| Safety inspection | Quarterly | Fleet manager |
### Maintenance Process
**Routine Maintenance:**
1. Schedule maintenance through approved vendor network
2. Notify dispatch of maintenance window (minimum 24 hours)
3. Document maintenance in fleet management system
4. Submit receipt/invoice for reimbursement (if pre-approved)
5. Update vehicle records
**Emergency Repairs:**
1. Contact 24/7 Fleet Support immediately
2. Use nearest approved vendor when possible
3. Document issue with photos/video
4. Complete incident report within 24 hours
### Vehicle Documentation
Maintain in vehicle at all times:
- Registration documents
- Insurance certificate
- Inspection records
- Maintenance log
- Emergency contact information
## Incident Response
### Incident Categories
**Level 1 - Minor:**
- Late delivery (<15 min)
- Minor vehicle damage (<$500)
- Customer complaint (non-safety)
**Level 2 - Moderate:**
- Accident with no injuries
- Vehicle damage ($500-$5,000)
- Significant delivery delay (>1 hour)
- Safety concern reported
**Level 3 - Severe:**
- Accident with injuries
- Vehicle damage (>$5,000)
- Theft or vandalism
- Regulatory violation
- Service interruption affecting multiple customers
### Response Procedures
**For All Incidents:**
1. Ensure safety first - move to safe location if needed
2. Contact appropriate authorities if required (police, EMS)
3. Notify Fleet Support IMMEDIATELY (24/7 hotline)
4. Document with photos/video when safe
5. Complete official incident report within 24 hours
**Accident Procedure:**
1. Check for injuries, call 911 if needed
2. Exchange information with other party
3. Document: location, time, weather, damages, witnesses
4. Do NOT admit fault or discuss details beyond exchange of info
5. Contact Fleet Support for guidance on towing/repairs
6. File police report if required by law
**Customer Complaint:**
1. Listen actively and document concerns
2. Apologize for any inconvenience
3. Escalate to Fleet Support for resolution guidance
4. Follow up with customer within 24 hours (if directed)
5. Document resolution in CRM
## Customer Service Standards
### Delivery Expectations
**Timing:**
- Arrive within scheduled window ±10 minutes
- Notify customer of delays >15 minutes
- Complete delivery process within 10 minutes of arrival
**Professionalism:**
- Wear company-branded attire when required
- Greet customer courteously
- Follow delivery protocols (signature, photo proof, etc.)
- Leave delivery location clean
**Communication:**
- Use provided customer communication templates
- Respond to customer messages within 30 minutes during business hours
- Escalate customer issues to support team promptly
### Service Recovery
If service failure occurs:
1. Immediate acknowledgment of issue
2. Offer appropriate compensation (based on policy)
3. Escalate to supervisor if needed
4. Document in CRM with resolution details
5. Follow up to ensure customer satisfaction
## Compliance & Safety
### Regulatory Compliance
Maintain current:
- Commercial driver's license (if required)
- Vehicle registration and inspection
- Insurance coverage meeting minimum requirements
- Hours of service logs (if applicable)
### Safety Requirements
**Personal Protective Equipment:**
- High-visibility vest when loading/unloading
- Steel-toe boots in warehouse environments
- Gloves for handling freight
**Safe Driving:**
- Obey all traffic laws
- No texting or handheld device use while driving
- Take breaks every 2-3 hours on long routes
- Never drive impaired
**Load Security:**
- Properly secure all cargo
- Check load stability before departure
- Recheck after first 10 miles
- Use appropriate tie-downs for load type
### Drug & Alcohol Policy
- Zero tolerance for impairment while on duty
- Random testing program participation required
- Report any concerns immediately
- Violations result in termination
## Communication Protocols
### Primary Channels
**Radio/Dispatch:**
- Primary communication for route updates and emergencies
- Keep radio volume at appropriate level
- Acknowledge all messages
**Mobile App:**
- Delivery instructions and customer communication
- Route navigation
- Check-in/check-out at locations
**Emergency Hotline:**
- 24/7 for critical incidents
- Number: 1-800-FLEET-99 (1-800-353-3899)
- Use for accidents, breakdowns, safety issues
### Communication Standards
- Use clear, professional language
- Identify yourself and location when calling
- Keep non-essential communication to minimum
- Document all significant communications
## Reporting Requirements
### Daily Reports
- Delivery completion confirmation
- Mileage and fuel reports
- Any incidents or issues
### Weekly Reports
- Summary of completed deliveries
- Maintenance needs
- Customer feedback received
### Monthly Reports
- Vehicle inspection complete
- Training completion (if assigned)
- Performance metrics review
### Incident Reporting Timeline
| Incident Type | Reporting Deadline |
|---------------|-------------------|
| Accident (any) | Immediately (within 1 hour) |
| Vehicle damage | Within 2 hours |
| Customer complaint | Within 24 hours |
| Near miss | End of shift |
| Regulatory stop | Within 1 hour |
---
## Support Resources
- **Fleet Support Hotline:** 1-800-FLEET-99 (1-800-353-3899) - 24/7
- **Maintenance Scheduling:** fleet-maint@timmy.example.com
- **Dispatch:** dispatch@timmy.example.com or radio channel 1
- **Safety Concerns:** safety@timmy.example.com (confidential)
- **IT Support:** it-support@timmy.example.com
---
*Last updated: 2025-01-20*
*Version: 1.0*
*Approved by: Fleet Operations Director*
## Contact
- **Operator Handbook**: `specs/fleet-operator-incentives.md`
- **Templates**: `specs/templates/operator-*.md`
- **Foundation Forge**: https://forge.alexanderwhitestone.com/Timmy_Foundation

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# Fleet Operator Application
*Submit completed form as a new Gitea issue with label `operator-application`*
## Personal Information
- **Name / Handle**:
- **Contact Email**:
- **Telegram/Discord Handle**:
- **Wallet Address (USDC/USDT)**:
- **Timezone**:
**Full Legal Name:**
[____________________________]
## Infrastructure
- **VPS Provider**: (e.g., DigitalOcean, Vultr, Hetzner)
- **Server Location**: (datacenter region)
- **Specs**: vCPU count, RAM, Storage, Bandwidth
- **OS**: (Ubuntu 22.04 LTS preferred)
- **Static IP**: Yes / No
**Date of Birth:**
[____________________________]
## Experience
- [ ] Linux system administration (2+ years)
- [ ] Git / GitHub / Gitea usage
- [ ] Docker / container orchestration
- [ ] AI agent frameworks (Hermes, OpenAI, etc.)
- [ ] Prior VPS fleet management
**Social Security Number:**
[____________________________] *(Required for background check)*
### Relevant Experience (describe)
*Briefly describe your background with fleet ops, sysadmin, or AI agents:*
**Contact Information:**
- Phone: [____________________________]
- Email: [____________________________]
- Address: [____________________________]
City: [________________] State: [______] ZIP: [___________]
## Commitment
- **Hours per week available**:
- **Can maintain 99.5% uptime?** Yes / No
- **Agree to 30-day notice for exit?** Yes / No
- **Agree to sovereign AI principles (no data exfiltration)?** Yes / No
**Emergency Contact:**
- Name: [____________________________]
- Relationship: [____________________________]
- Phone: [____________________________]
## References
- GitHub/Gitea username:
- Any prior work with Timmy Foundation? (link issues/PRs)
## Acknowledgment
I understand I will start at $150/month base rate, with bonuses available for performance. I agree to the Quality Standards and Exit Protocol defined in `specs/fleet-operator-incentives.md`.
**Signature** (type name): _________________ **Date**: _________
---
## Business Information
**Business Entity Type:**
- [ ] Sole Proprietorship
- [ ] LLC
- [ ] Corporation
- [ ] Partnership
- [ ] Other: _______________
**Business Name:**
[____________________________]
**Tax ID/EIN:**
[____________________________]
**Years in Business:**
[______]
**Number of Vehicles:**
[______]
**Service Area(s):**
[____________________________]
**Insurance Provider:**
[____________________________]
**Policy Number:**
[____________________________]
**Coverage Limits:**
- Liability: $[____________]
- Cargo: $[____________]
- Physical Damage: $[____________]
---
## Experience & Qualifications
**Commercial Driving Experience:**
- Total years: [______]
- Type of vehicles operated: [____________________________]
- Primary cargo type: [____________________________]
**Safety Record (Past 3 Years):**
- Accidents: [______]
- Moving violations: [______]
- DOT violations: [______]
**Relevant Certifications:**
- [ ] CDL - Class: ______ Endorsements: _______________
- [ ] Hazmat endorsement
- [ ] TWIC card
- [ ] OSHA safety certification
- [ ] First aid/CPR certified
- [ ] Other: ________________
**Fleet Management Software Experience:**
- [ ] Timmy platform (describe: ________________)
- [ ] Other TMS (list: ________________)
- [ ] None
---
## Equipment & Fleet
### Vehicle Inventory
| Year | Make/Model | VIN | GVWR | Capacity (lbs) | Current Mileage | Condition |
|------|-----------|-----|------|---------------|----------------|-----------|
| | | | | | | |
| | | | | | | |
| | | | | | | |
**Average Vehicle Age:** [______]
**Maintenance Records:** [_____] (years of available records)
**Telematics/GPS Equipment:**
- [ ] Installed on all vehicles
- [ ] Installed on some vehicles (specify: ___________)
- [ ] Not installed
---
## Operations & Capacity
**Weekly Operating Hours:**
[____________________________]
**Driver Information:**
- Number of drivers: [______]
- Average driver experience: [______] years
**Service Capabilities:**
- [ ] Local deliveries (<50 miles)
- [ ] Regional (50-500 miles)
- [ ] Long-haul (500+ miles)
- [ ] Temperature-controlled cargo
- [ ] Hazardous materials (with proper endorsements)
- [ ] White-glove/delicate handling
- [ ] Assembly/installation services
**Special Equipment:**
- [ ] Liftgate
- [ ] Pallet jack
- [ ] Forklift
- [ ] Dollies
- [ ] Straps/binders
- [ ] Blankets/wrapping
- [ ] Other: ____________________
---
## Financial Information
**Annual Revenue (Last 3 Years):**
| Year | Revenue | Notes |
|------|---------|-------|
| ____ | $____ | |
| ____ | $____ | |
| ____ | $____ | |
**Bank Reference:**
- Bank Name: [____________________________]
- Account Manager: [____________________________]
- Phone: [____________________________]
**Trade References:**
1. [____________________________] - [____________________________]
2. [____________________________] - [____________________________]
3. [____________________________] - [____________________________]
---
## Legal & Compliance
**Legal Issues (Past 5 Years):**
- Describe any lawsuits, bankruptcies, or regulatory actions: [____________________________]
**DOT Safety Rating:**
- [ ] Satisfactory
- [ ] Conditional
- [ ] Unsatisfactory
- [ ] Not rated
- If not satisfactory, please explain: [____________________________]
**Insurance Claims (Past 3 Years):**
- Number: [______]
- Total amount: $[____________]
---
## Certifications & Agreements
### Operator Certification Agreement
By signing below, applicant agrees to:
1. Comply with all Timmy policies and procedures documented in fleet-ops-runbook.md
2. Maintain required insurance coverage and certifications
3. Adhere to scheduled maintenance requirements
4. Report all incidents within required timelines
5. Participate in performance review process
6. Maintain professional standards in customer interactions
7. Keep all required documentation current
### Background Check Authorization
I authorize Timmy to conduct background checks including:
- Criminal history
- Driving record
- Employment verification
- Credit check (if required for pricing)
I understand that false information may result in immediate termination.
**Signature:** _________________________________
**Printed Name:** _________________________________
**Date:** _________________________________
---
## Checklist for Application Completion
**Required Documents:**
- [ ] Completed application form (all sections)
- [ ] Copy of valid driver's license(s)
- [ ] Proof of insurance (certificate of insurance)
- [ ] Vehicle registration for all fleet vehicles
- [ ] Tax ID/EIN documentation
- [ ] Proof of business registration (if applicable)
**Supporting Documents:**
- [ ] Driver qualification files
- [ ] Maintenance records (last 12 months)
- [ ] Safety program documentation
- [ ] Client references
- [ ] Financial statements (last 2 years)
- [ ] DOT safety rating documentation (if applicable)
---
## Internal Use Only (Timmy Staff)
**Application Received:** _______________
**Initial Review Date:** _______________
**Reviewer:** _______________________
**Background Check:** _______________
**Status:** [ ] Pass [ ] Fail [ ] Conditional
**Insurance Review:** _______________
**Status:** [ ] Meets requirements [ ] Needs adjustment
**Vehicle Inspection:** _______________
**Date:** _______________
**Inspector:** _______________________
**Final Decision:**
- [ ] Approved - Tier: ______ Start Date: _______________
- [ ] Denied - Reason: _________________________________
- [ ] Conditional - Requirements: _________________________________
**Notified Applicant:** _______________
**Follow-up Required:** [ ] Yes [ ] No
---
*Application valid for 90 days from submission.*
*Re-application permitted after 180 days if denied.*
*Send completed application to: https://forge.alexanderwhitestone.com/Timmy_Foundation/timmy-home/issues/new*

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# Partner Monthly Performance Report
# Partner Monthly Report
*Submit by the 5th of each month for commission payments*
**Reporting Period:** [Month] [Year]
**Partner Name:** [____________________________]
**Partner ID:** [____________________________]
**Report Due Date:** [____________________________]
## Partner Info
- **Partner Name**:
- **Month/Year**:
- **Wallet Address**:
## Referred Operators
| Operator Handle | Start Date | Monthly Base | Commission (20%) | Status |
|----------------|------------|--------------|-------------------|--------|
| | | $150 | $30 | active / churned |
| | | $150 | $30 | active / churned |
| | | $150 | $30 | active / churned |
**Total Commission Due**: $______
## Mentorship Log
*Confirm you provided mentorship to each referred operator in the first 30 days:*
- [ ] Operator 1: mentored (dates: ____ to ____)
- [ ] Operator 2: mentored (dates: ____ to ____)
- [ ] Operator 3: mentored (dates: ____ to ____)
## Partner Performance
- Total active operators referred:
- Average operator uptime this month: ______%
- Any operator churn? Yes / No (explain: )
## Self-Assessment
- [ ] I maintained >99% personal fleet uptime
- [ ] I responded to Foundation pings within 24 hours
- [ ] I submitted this report on time
## Notes
*Any issues, concerns, or operator feedback:*
---
## Executive Summary
| Metric | Current Month | Target | Variance | Trend |
|--------|---------------|--------|----------|-------|
| Leads Generated | ___ | ___ | ___% | [↗ ↘ →] |
| Qualified Leads | ___ | ___ | ___% | [↗ ↘ →] |
| Conversions | ___ | ___ | ___% | [↗ ↘ →] |
| Revenue Share | $___ | $___ | ___% | [↗ ↘ →] |
| Operator Placements | ___ | ___ | ___% | [↗ ↘ →] |
**Highlights:**
- Key achievements this month: [____________________________]
- Challenges encountered: [____________________________]
- Focus areas for next period: [____________________________]
---
## Lead Generation & Qualification
### Lead Pipeline
| Stage | Current Month | Cumulative This Quarter | Cumulative This Year |
|-------|---------------|-------------------------|----------------------|
| Initial Contacts | ___ | ___ | ___ |
| Qualified Prospects | ___ | ___ | ___ |
| Applications Received | ___ | ___ | ___ |
| Under Review | ___ | ___ | ___ |
| Certified Operators | ___ | ___ | ___ |
| Active Operators | ___ | ___ | ___ |
### Lead Source Breakdown
| Source Type | Leads | Qualified | Conversion Rate |
|-------------|-------|-----------|----------------|
| Organic referrals | ___ | ___ | ___% |
| Digital marketing | ___ | ___ | ___% |
| Trade shows/events | ___ | ___ | ___% |
| Cold outreach | ___ | ___ | ___% |
| Other: ________ | ___ | ___ | ___% |
| **Total** | ___ | ___ | ___% |
**Conversion Funnel:**
```
Leads → Qualified → Application → Review → Certified → Active
___ → ___ → ___ → ___ → ___ → ___
___% ___% ___% ___% ___%
```
---
## Financial Performance
### Revenue & Commission Share
| Revenue Component | Amount | Partner Share % | Partner Share $ |
|-------------------|--------|----------------|-----------------|
| Operator base earnings | $______ | ___% | $______ |
| Performance bonuses | $______ | ___% | $______ |
| Volume incentives | $______ | ___% | $______ |
| Referral bonuses | $______ | ___% | $______ |
| Other incentives | $______ | ___% | $______ |
| **Total** | $______ | | $______ |
### Incentive Earned This Period
| Incentive Type | Requirement | Status | Amount |
|----------------|-------------|--------|--------|
| Lead generation bonus | ___ qualified leads | [Met/Partial/Not Met] | $______ |
| Conversion bonus | ___ certified operators | [Met/Partial/Not Met] | $______ |
| Retention bonus | ___ operators >12 months | [Met/Partial/Not Met] | $______ |
| Performance bonus | Operator KPIs met | [Met/Partial/Not Met] | $______ |
| **Total Incentives** | | | $______ |
**Total Partner Earnings (YTD):** $______
---
## Operator Placement & Performance
### Operator Roster
| Operator | Certified Date | Status | Monthly Revenue | Commission Tier | Uptime | Customer Rating |
|----------|---------------|--------|----------------|----------------|--------|----------------|
| | | Active/Terminated/On Leave | | | | |
| | | | | | | |
| | | | | | | |
### Operator Performance Summary
**Tier Distribution:**
- Bronze: ___ operators
- Silver: ___ operators
- Gold: ___ operators
**Key Performance Indicators:**
- Average operator uptime: ___% (Target: >99.5%)
- Average customer rating: ___/5.0 (Target: >4.5)
- Total deliveries this month: ___
- On-time delivery rate: ___%
**Churn/Retention:**
- New operators this month: ___
- Terminated operators this month: ___
- Net change: ___ (Churn rate: ___%)
- Annual churn rate: ___% (Target: <10%)
---
## Partnership Health & Activity
### Marketing & Support Activities
| Activity Type | Date | Description | Outcome |
|---------------|------|-------------|---------|
| Training session | | | |
| Marketing event | | | |
| Business review | | | |
| Operator visit | | | |
| Other: ________ | | | |
### Resource Utilization
**Marketing Materials Distributed:** ___
**Training Sessions Conducted:** ___ (total hours: ___)
**Support Tickets Resolved:** ___ (avg response: ___ hrs)
**Co-op Marketing Funds Used:** $___ of $___ allocated
---
## Issues & Concerns
**Operational Challenges:**
- [____________________________]
- [____________________________]
**Operator Support Needs:**
- [____________________________]
- [____________________________]
**Process Improvements:**
- [____________________________]
---
## Action Plan for Next Period
### Immediate Priorities (Next 30 Days)
1. _____________________________________________________
2. _____________________________________________________
3. _____________________________________________________
### Quarterly Goals
1. _____________________________________________________
2. _____________________________________________________
### Support Needed from Timmy
- [ ] Additional training resources
- [ ] Marketing materials
- [ ] Technical support
- [ ] Operational guidance
- [ ] Other: ______________________
---
## Partner Agreement & Acknowledgment
By submitting this report, partner confirms:
- All data provided is accurate and complete
- Partner has reviewed operator performance and taken appropriate actions
- Any issues identified have been addressed or have action plans
- Partner understands that continued participation is contingent on meeting program metrics
**Partner Representative Signature:** _________________________________
**Printed Name:** _________________________________
**Title:** _________________________________
**Date:** _________________________________
---
## Timmy Reviewer Notes
** Reviewed By:** _________________________________
**Date:** _________________________________
**Comments:**
[____________________________]
**Verification Status:**
- [ ] Data verified
- [ ] Discrepancies noted (see attached)
- [ ] Incentive calculation approved
- [ ] Follow-up required
**Next Review Date:** _________________________________
---
*Report template version 1.0*
*Reference: fleet-operator-incentives.md, fleet-ops-runbook.md*
*Submit as comment on your partner Gitea issue or via Telegram to @Rockachopa*