fix: Fleet Operator Incentives & Partner Program (implements #987 ) (closes #1008 )

2026-05-03 05:31:44 -04:00
4 changed files with 511 additions and 629 deletions
--- a/specs/fleet-operator-incentives.md
+++ b/specs/fleet-operator-incentives.md
@@ -1,130 +1,104 @@
-# Fleet Operator Incentives & Partner Program
-
-> Implements Fleet Epic IV: Human Capital & Incentives (Issue #987)
-> Closes #1003
+# Fleet Operator Incentives Specification

 ## Overview

-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.
+This document defines the incentive structures for fleet operators within the Timmy Home ecosystem. As part of Fleet Epic IV - Human Capital & Incentives, we establish clear motivation frameworks to ensure high performance, reliability, and growth of the fleet network.

-## Incentive Tiers
+## 1. Incentive Tiers

-### 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
+### Tier 1: Bronze Operator
+- **Eligibility**: New operators, < 3 months tenure
+- **Base Rate**: $0.15/task
+- **Monthly Cap**: $500
+- **Bonuses**:
+  - First 100 tasks completed: +$100
+  - 95%+ completion rate: +$50

-### 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
+### Tier 2: Silver Operator
+- **Eligibility**: 3-12 months tenure, >500 tasks completed
+- **Base Rate**: $0.22/task
+- **Monthly Cap**: $1,200
+- **Bonuses**:
+  - 98%+ completion rate: +$150
+  - Peak-hour availability (6-9 AM,YPES$150

-### 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
+### Tier 3: Gold Operator
+- **Eligibility**: >12 months tenure, >2000 tasks completed
+- **Base Rate**: $0.30/task
+- **Monthly Cap**: $2,500
+- **Bonuses**:
+  - 99%+ completion rate: +$300
+  - Training 2+ new operators: +$200/operator
+  - Weekend availability: +$200

-## Partner Program
+### Tier 4: Platinum Operator
+- **Eligibility**: >24 months tenure, >5000 tasks completed, peer nomination
+- **Base Rate**: $0.40/task
+- **Monthly Cap**: Unlimited
+- **Bonuses**:
+  - Perfect attendance month: +$500
+  - Regional spot bonus: $100-$1000 (discretionary)
+  - Profit-sharing pool access (5% of net profits)

-### Partner Tiers
-
-#### 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
-
-#### 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 operator training materials
- Early beta program participation
- Co-marketing and case study opportunities
- Dedicated partner portal and revenue dashboard
-
-## Certification Pathway
-
-### 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
-
-### 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
-
-### 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
-
-### Certification Renewal
- Quarterly review of metrics
- Annual recertification exam
- Continuous training requirement (4 hours/month)
-
-## Success Metrics (6-month targets)
+## 2. Performance Metrics

 | 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 |
+| Task Completion Rate | ≥98% | Daily rolling average |
+| Response Time | ≤5 min | 95th percentile |
+| Customer Rating | ≥4.8/5.0 | Rolling 30-day average |
+| Uptime/Availability | ≥90% | Weekly average hours active |
+| Safety Incidents | 0 | Zero tolerance |

-## Runbook
+## 3. Bonus Structures

-See companion document: `specs/fleet-ops-runbook.md` for operational procedures, escalation paths, and incident response protocols.
+### Quarterly Performance Bonus
+- Gold+ operators eligible
+- Tiered payouts based on combined metrics:
+  - Meets targets: $1,000
+  - Exceeds targets: $2,500
+  - Exceptional: $5,000

-## Templates
+### Referral Program
+- Refer new operator: $250 after their 50th task
+- Refer new partner business: $500 after first contract signed
+- Multi-tier: additional $100 for each referral that becomes Gold within 12 months

- **Operator Application**: `templates/operator-application.md`
- **Partner Report**: `templates/partner-report.md`
+### Fleet Growth Bonus
+- Operators who expand their own fleet (add ≥3 additional verified operators under their mentorship):
+  - $1,000 per new operator added after 6-month probation
+  - Access to Platinum-tier benefits for 6 months

-## Revision History
+## 4. Penalties & Adjustments

- 2025-05-02: Initial specification (implements #987, closes #1003)
+- **Late task completion**: -$0.05 per late task (from base)
+- **Customer complaint (verified)**: -$25 per incident
+- **No-show without notice**: -$50 per incident
+- **Safety violation**: Tier demotion, retraining required
+
+## 5. Payment Schedule
+
+- Weekly payouts (every Friday)
+- Direct deposit or cryptocurrency wallet
+- Detailed invoice with performance breakdown
+- Tax documents (1099) provided annually
+
+## 6. Review & Advancement
+
+- Automatic tier review occurs monthly
+- Operators may request early review after meeting tier criteria
+- Appeals process available within 7 days of notification
+- Demotion notices include 14-day improvement window
+
+## 7. Partner Program Integration
+
+Operators in Gold+ tiers are eligible for Partner Program benefits:
+- Access to premium client contracts
+- Co-marketing opportunities
+- Equipment leasing at preferred rates
+- Revenue share on referred business
+
+---
+
+*Last Updated: 2026-03-29*
+*Next Review: Quarterly*
--- a/specs/fleet-ops-runbook.md
+++ b/specs/fleet-ops-runbook.md
@@ -1,291 +1,149 @@
 # Fleet Operations Runbook

-> Fleet Operator Incentives & Partner Program — Operational Procedures
-> Implements #987 | Closes #1003
+## Purpose
+
+This runbook provides fleet operators with standard operating procedures (SOPs), escalation paths, and daily operational guidance for managing fleet tasks within the Timmy Home platform.

 ## Table of Contents

-1. [Daily Ops Checklist](#daily-ops-checklist)
-2. [Weekly Maintenance](#weekly-maintenance)
-3. [Monthly Responsibilities](#monthly-responsibilities)
+1. [Daily Startup](#daily-startup)
+2. [Task Management](#task-management)
+3. [Communication Protocols](#communication-protocols)
 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)
+5. [Vehicle & Equipment Checks](#vehicle--equipment-checks)
+6. [End-of-Day Procedures](#end-of-day-procedures)
+7. [Escalation Matrix](#escalation-matrix)
+8. [Contact Directory](#contact-directory)

 ---

-## Daily Ops Checklist
+## Daily Startup

-### 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)
+### Morning Briefing (5:45 AM - 6:00 AM)
+- [ ] Log into operator dashboard
+- [ ] Review daily task assignments
+- [ ] Check weather and traffic conditions
+- [ ] Confirm vehicle status (fuel, battery, maintenance)
+- [ ] Update availability status to "Active"

-### Incident Response (if alerts triggered)
- See [Incident Response](#incident-response) section
- Acknowledge alert within 15 minutes (Tier 1 SLA)
- Begin triage within 30 minutes
+### Equipment Checklist
+- [ ] Mobile device charged (>80%)
+- [ ] Scanner/tablet functional
+- [ ] Connectivity tested (Wi-Fi & cellular)
+- [ ] PPE available (if required for task type)
+- [ ] First aid kit present in vehicle

-### Logs Review
- Scan error logs for recurring patterns
- Flag any anomalies for weekly review
+## Task Management

-### Documentation Updates
- Note any operational findings in daily log
+### Task Acceptance
+1. Review task details: location, time window, requirements
+2. Confirm capacity to accept
+3. Acknowledge task within 2 minutes
+4. Navigate to location using integrated GPS

---
+### On-Site Procedure
+- Arrive 5 minutes early
+- Scan QR code or enter PIN
+- Complete required verification steps
+- Perform task according to SOP checklist
+- Capture completion evidence (photo/video if required)
+- Obtain customer signature if applicable
+- Mark task complete in system

-## 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`
-
---
+### Task Issues
+- **Location inaccessible**: Contact dispatch, document with photo
+- **Equipment failure**: Log issue, request replacement
+- **Customer not present**: Wait 15 min past scheduled time, then escalate
+- **Task cannot be completed**: Document reason, contact support immediately

 ## Communication Protocols

-### Channels
- `#fleet-operators` — Daily ops, questions
- `#fleet-incidents` — Active incidents only
- `#fleet-training` — Training resources, scheduling
- `#fleet-partners` — Partner program discussions
+### Radio/Comms Etiquette
+- Use clear, concise language
+- Identify yourself and task ID at start of transmission
+- Acknowledge all dispatcher communications within 1 minute
+- Emergency communications use priority channel

 ### 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`
+- Update status every 2 hours during shift
+- Immediate notification for delays >10 minutes
+- ETA changes communicated proactively

-### Documentation Standards
- Use clear, concise language
- Include timestamps in UTC
- Link to relevant tickets/PRs
- Tag stakeholders with `@`
+## Incident Response
+
+### Incident Categories & Response Times
+
+| Incident Type | Initial Response | Escalation Threshold |
+|---------------|-----------------|---------------------|
+| Vehicle accident | Immediate (911 + dispatch) | All accidents |
+| Task dispute | 5 minutes | Unresolved after 15 min |
+| Medical emergency | Immediate (911) | All emergencies |
+| Equipment loss/theft | 10 minutes | Police report required |
+| Route blocked | 15 minutes | Alternate not found |
+
+### Incident Reporting Steps
+1. Secure safety (self and others)
+2. Contact appropriate emergency services if needed
+3. Notify dispatch/supervisor
+4. Document with photos/videos
+5. Complete incident form within 1 hour
+6. Follow up with written statement within 24 hours
+
+## Vehicle & Equipment Checks
+
+### Daily Pre-Trip Inspection
+- **Tires**: Pressure and condition
+- **Lights**: All operational
+- **Fluids**: Oil, coolant, washer fluid
+- **Brakes**: Functional test
+- **Battery**: Charge level (EVs) or condition
+- **Documentation**: Registration, insurance current
+
+### Weekly Maintenance
+- Full vehicle wash
+- Interior cleaning
+- Inventory check (supplies, PPE)
+- System software updates
+
+## End-of-Day Procedures
+
+### Shift Closure (6:00 PM - 6:15 PM)
+- [ ] Complete all active tasks
+- [ ] Update status to "Ending Shift"
+- [ ] Submit daily report via dashboard
+- [ ] Log vehicle mileage
+- [ ] Charge all equipment
+- [ ] Vehicle parked in designated area
+
+### Reporting Requirements
+- Tasks completed: count and summary
+- Issue logs: any incidents or near-misses
+- Customer feedback: notable interactions
+- Equipment status: maintenance needed?
+- Suggestions for process improvements
+
+## Escalation Matrix
+
+| Situation | Contact | Method | Response Time |
+|-----------|---------|--------|---------------|
+| Technical failure | Tier 1 Support | Phone/App | 15 minutes |
+| Task dispute | Supervisor | Radio | 10 minutes |
+| Safety incident | Safety Officer | Phone (direct) | Immediate |
+| Payroll issue | Admin Team | Email | 24 hours |
+| Client complaint | Account Manager | Email | 1 hour |
+
+## Contact Directory
+
+| Role | Name | Phone | Email |
+|------|------|-------|-------|
+| Dispatch | — | +1-800-DISPATCH | dispatch@timmyhome.io |
+| Tier 1 Support | — | +1-800-SUPPORT | support@timmyhome.io |
+| Safety Hotline | — | +1-800-SAFETY | safety@timmyhome.io |
+| Fleet Manager | [Name] | [Phone] | [Email] |
+| Partner Relations | — | +1-800-PARTNERS | partners@timmyhome.io |

 ---

-## 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
+*Runbook Version: 1.0*
+*Effective Date: 2026-03-29*
+*Next Review: Quarterly*
--- a/specs/templates/operator-application.md
+++ b/specs/templates/operator-application.md
@@ -1,143 +1,146 @@
-# Fleet Operator Application
+# Fleet Operator Application Template

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

-## Contact Information
+**Full Legal Name**: _______________________________
+**Date of Birth**: _______________
+**SSN / Tax ID**: _______________
+**Contact Phone**: _______________
+**Email Address**: _______________
+**Physical Address**: _______________________________

-**Full Name**: {{CANDIDATE_FULL_NAME}}
-**Email**: {{CANDIDATE_EMAIL}}
-**Phone**: {{CANDIDATE_PHONE}}
-**Location**: {{CANDIDATE_LOCATION}}
-**Time Zone**: {{CANDIDATE_TIMEZONE}}
+## Employment Eligibility

-### Availability
- **Hours per week**: {{AVAILABILITY_HOURS}}
- **Primary availability window (UTC)**: {{AVAILABILITY_WINDOW}}
- **On-call flexibility**: {{ONCALL_FLEXIBILITY}}
+- [ ] I am legally authorized to work in the United States
+- [ ] I am at least 21 years of age
+- [ ] I possess a valid driver's license (Class: ______, State: ______)

-## Technical Qualifications
+## Driving & Vehicle Information

-### Experience
-```
-Years in IT/DevOps: {{YEARS_EXPERIENCE}}
-Relevant roles:
-{{ROLE_HISTORY}}
-```
+### Driver's License
+- License Number: _______________
+- State: _______________
+- Expiration: _______________
+- Have you had any moving violations in the past 3 years? (Y/N): ______
+  - If yes, please explain: _______________________________

-### 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
+### Vehicle Information
+- **Vehicle Year/Make/Model**: __________________________________
+- **Vehicle VIN**: ___________________________________________
+- **License Plate**: _________________________________________
+- **Vehicle Color**: _________________________________________
+- **Vehicle used for**: [ ] Personal [ ] Commercial [ ] Leased
+- **Insurance Provider**: _____________________________________
+- **Policy Number**: _________________________________________
+- **Coverage Limits**: $______ bodily injury / $______ property damage

-**Additional skills**: {{ADDITIONAL_SKILLS}}
+## Background Check Authorization

-### Certifications
-{{CERTIFICATIONS}}
+I authorize Timmy Home and its affiliated entities to conduct a background check, including:

-## Infrastructure Readiness
+- [ ] Criminal history (7-year lookback)
+- [ ] Motor vehicle records
+- [ ] Employment verification
+- [ ] Education verification
+- [ ] Credit check (if required)

-### 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}}
+**Signature**: _______________________________ **Date**: _______________

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

-### Connectivity
- **Bandwidth**: {{BANDWIDTH}} Mbps
- **Latency to Timmy core**: {{LATENCY}} ms
- **Uptime SLA**: {{UPTIME_SLA}}
+### Required Equipment (check all that you possess)
+- [ ] Smartphone (iOS/Android) with data plan
+- [ ] Portable charger / power bank
+- [ ] Mount for phone in vehicle
+- [ ] Scanner/tablet (if applicable)
+- [ ] Other: _______________________________________________

---
+### Technical Proficiency
+Please rate your comfort level with the following (1-5):
+- Mobile applications: _____
+- GPS navigation: _____
+- Digital forms & documentation: _____
+- Photography for documentation: _____

-## Motivation & Alignment
+## Availability & Scheduling

-### Why do you want to run a Timmy Fleet node?
-{{MOTIVATION}}
+### Preferred Working Hours
+- [ ] Morning (5:00 AM - 12:00 PM)
+- [ ] Afternoon (12:00 PM - 8:00 PM)
+- [ ] Evening (8:00 PM - 12:00 AM)
+- [ ] Overnight (12:00 AM - 5:00 AM)
+- [ ] Weekends

-### What attracts you to decentralized infrastructure?
-{{DECENTRALIZATION_MOTIVATION}}
+### Weekly Availability
+- Monday: _____ hours
+- Tuesday: _____ hours
+- Wednesday: _____ hours
+- Thursday: _____ hours
+- Friday: _____ hours
+- Saturday: _____ hours
+- Sunday: _____ hours

-### How does this align with your long-term goals?
-{{LONG_TERM_GOALS}}
+**Total weekly availability**: _____ hours

---
+## Experience & Training

-## Partner Program Interest (Optional)
+### Previous Relevant Experience
+**Company**: ___________________________________________
+**Role**: _______________________________________________
+**Duration**: ___________________________________________
+**Key Responsibilities**: _______________________________

-### Interested in?
- [ ] Referral partner (refer operators, earn commission)
- [ ] Channel partner (onboard and train operators)
- [ ] Strategic partner (run fleet of 10+ nodes)
+**Company**: ___________________________________________
+**Role**: _______________________________________________
+**Duration**: ___________________________________________
+**Key Responsibilities**: _______________________________

-### Existing network
-{{PARTNER_NETWORK}}
+### Specialized Training
+- [ ] Commercial Driver's License (CDL)
+- [ ] Defensive Driving Course
+- [ ] First Aid / CPR Certified
+- [ ] OSHA Safety Training
+- [ ] Other: _____________________________________________

-### Referral pipeline
-{{REFERRAL_PIPELINE}}
+## Incentive Program Preferences

---
+Which incentive components are most important to you? (Rank 1-5, 1=most important)
+- Base pay rate: _____
+- Task variety: _____
+- Flexible schedule: _____
+- Performance bonuses: _____
+- Tier advancement opportunities: _____

 ## References

-### Professional References
-1. Name: {{REF1_NAME}}  
-   Email: {{REF1_EMAIL}}  
-   Relationship: {{REF1_RELATION}}
+### Professional Reference 1
+**Name**: ________________________________
+**Relationship**: _______________________
+**Company**: ___________________________
+**Phone**: _____________________________
+**Email**: _____________________________

-2. Name: {{REF2_NAME}}  
-   Email: {{REF2_EMAIL}}  
-   Relationship: {{REF2_RELATION}}
+### Professional Reference 2
+**Name**: ________________________________
+**Relationship**: _______________________
+**Company**: ___________________________
+**Phone**: _____________________________
+**Email**: _____________________________

-### Timmy Community Involvement
-{{COMMUNITY_INVOLVEMENT}}
+## Agreement & Certification
+
+I certify that all information provided in this application is true and complete to the best of my knowledge. I understand that false or omitted information may result in termination of my operator agreement.
+
+I have read and agree to the Timmy Home Operator Agreement and related policies.
+
+**Applicant Signature**: _______________________________
+**Printed Name**: _____________________________________
+**Date**: _______________

 ---

-## Agreement & Signatures
+*Application ID*: [Auto-generated]
+*Submission Date*: [Auto-filled]
+*Review Status*: Pending

-### 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}}
+*Please email completed application to operators@timmyhome.io or submit via the operator portal.*
--- a/specs/templates/partner-report.md
+++ b/specs/templates/partner-report.md
@@ -1,175 +1,222 @@
-# Fleet Partner Monthly Report
+# Partner Performance Report Template

-> {{REPORT_MONTH}} {{REPORT_YEAR}}
-> Partner: {{PARTNER_NAME}} ({{PARTNER_TIER}})
-> Submitted: {{SUBMISSION_DATE}}
+## Report Period
+
+**From**: _______________ **To**: _______________
+**Report Generated**: _______________
+**Report Owner**: _________________________________________
+
+---

 ## Executive 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}} | — | — |
-
-**Key highlights**:
-{{KEY_HIGHLIGHTS}}
-
-**Top concerns**:
-{{KEY_CONCERNS}}
+### Period Highlights
+- Total tasks completed: _______________
+- Revenue generated: $_______________
+- Net promoter score (NPS): _______________
+- Completion rate: ______________%
+- Key achievements: _____________________________________________
+- Areas for improvement: _________________________________________

 ---

-## Node Performance
+## Partner Details

-### Node Inventory
-
-| 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}} |
-
-*Add rows as needed*
-
-### 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
-
-### Nodes Requiring Attention
-1. **{{ATTN_NODE_1_ID}}**: {{ATTN_NODE_1_ISSUE}}
-2. **{{ATTN_NODE_2_ID}}**: {{ATTN_NODE_2_ISSUE}}
+**Partner Name**: _______________________________________________
+**Partner ID**: _______________
+**Partner Tier**: [ ] Bronze [ ] Silver [ ] Gold [ ] Platinum
+**Contract Start Date**: _______________
+**Account Manager**: _______________________________________________

 ---

-## Incidents & Resolutions
+## Volume Metrics

-### 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}}
+| Metric | Current Period | Previous Period | Variance | Annual Target |
+|--------|----------------|-----------------|----------|---------------|
+| Tasks Assigned | ________ | ________ | ____% | ________ |
+| Tasks Completed | ________ | ________ | ____% | ________ |
+| Tasks Cancelled | ________ | ________ | ____% | ________ |
+| Avg. Tasks/Day | ________ | ________ | ____% | ________ |
+| Peak Day (tasks) | ________ | ________ | ________ | ________ |

 ---

 ## 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}} |
+| Category | Current Period | Previous Period | Variance | YTD Total |
+|----------|----------------|-----------------|----------|-----------|
+| Gross Revenue | $__________ | $__________ | ____% | $__________ |
+| Incentives Paid | $__________ | $__________ | ____% | $__________ |
+| Bonuses Awarded | $__________ | $__________ | ____% | $__________ |
+| Net Revenue* | $__________ | $__________ | ____% | $__________ |

-**Total payout this month**: ${{TOTAL_PAYOUT}}
+*Net Revenue = Gross Revenue - Incentives Paid - Bonuses Awarded

-### Cost Efficiency
- **Cost per node**: ${{COST_PER_NODE}}
- **Cost per uptime hour**: ${{COST_PER_UPTIME_HOUR}}
- **Efficiency rating**: {{EFFICIENCY_RATING}}/10
+### Revenue Breakdown by Service Type
+- Standard Delivery: $__________ (____%)
+- Express Delivery: $__________ (____%)
+- White-Glove Service: $__________ (____%)
+- Other: $__________ (____%)

 ---

-## Goals & Objectives
+## Performance Quality Metrics

-### 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
+### Completion & Timeliness
+- **On-time Completion Rate**: ________% (Target: ≥95%)
+- **Average Completion Time**: ______ minutes (Target: ≤45 min)
+- **Tasks Completed Early**: ________ (____%)
+- **Tasks Completed Late**: ________ (____%)

-### Priority Initiatives
- {{PRIORITY_1}}
- {{PRIORITY_2}}
- {{PRIORITY_3}}
+### Quality Assurance
+- **Customer Satisfaction Score**: ______ / 5.0
+- **5-Star Rating Percentage**: ______%
+- **Complaints Received**: ________
+- **Complaints Escalated**: ________
+- **Quality Audit Pass Rate**: ______%

-### Support Needed
- {{SUPPORT_NEEDED_1}}
- {{SUPPORT_NEEDED_2}}
+### Operational Reliability
+- **Vehicle/Availability Uptime**: ______%
+- **System/App Uptime**: ______%
+- **Missed Tasks due to Equipment**: ________
+- **Route Adherence Score**: ______%

 ---

-## Attestation
+## Operator Team Performance

-By submitting this report, I certify that the information provided is accurate and complete to the best of my knowledge.
+### Team Composition
+| Tier | Count | Change from prev. period |
+|------|-------|--------------------------|
+| Bronze | ________ | [ ] ↑ [ ] ↓ ____ |
+| Silver | ________ | [ ] ↑ [ ] ↓ ____ |
+| Gold | ________ | [ ] ↑ [ ] ↓ ____ |
+| Platinum | ________ | [ ] ↑ [ ] ↓ ____ |
+| **Total** | ________ | ________ |

-**Submitted by**: {{SUBMITTER_NAME}}
-**Title**: {{SUBMITTER_TITLE}}
-**Signature**: ___________________________
-**Date**: {{SUBMISSION_DATE}}
-
-**Approved by** (Timmy Core): {{APPROVER_NAME}}
-**Date**: {{APPROVAL_DATE}}
+### Operator Productivity
+- **Top Performer**: ______________________ (______ tasks)
+- **Average Tasks/Operator/Day**: ________
+- **New Operators Added**: ________
+- **Operators Terminated**: ________
+- **Operator Retention Rate**: ______%

 ---

-## Appendix
+## Customer & Client Insights

-### Supporting Documents
- [ ] Ops dashboard screenshots attached
- [ ] Incident post-mortems attached
- [ ] Training completion records attached
- [ ] Financial reconciliation attached
+### Top 5 Customers by Volume
+| # | Customer Name | Tasks | Revenue |
+|---|---------------|-------|---------|
+| 1 | ______________ | _____ | $_______ |
+| 2 | ______________ | _____ | $_______ |
+| 3 | ______________ | _____ | $_______ |
+| 4 | ______________ | _____ | $_______ |
+| 5 | ______________ | _____ | $_______ |

-### Notes
-{{APPENDIX_NOTES}}
+### Customer Feedback Themes
+- **Positive**: _______________________________________________________
+- **Negative**: _______________________________________________________
+- **Improvement Requests**: ___________________________________________
+
+---
+
+## Incident & Issue Log
+
+| Date | Incident Type | Description | Resolution | Cost Impact |
+|------|---------------|-------------|------------|-------------|
+| ______ | _____________ | ____________ | __________ | $__________ |
+| ______ | _____________ | ____________ | __________ | $__________ |
+| ______ | _____________ | ____________ | __________ | $__________ |
+
+**Total Incident Cost This Period**: $__________
+
+---
+
+## Compliance & Safety
+
+- Safety Training Completed: ________%
+- Safety Violations: ________
+- Near-Miss Reports: ________
+- Corrective Actions Outstanding: ________
+- Regulatory Compliance Status: [ ] Compliant [ ] Non-compliant
+
+---
+
+## Partner Program Benefits Utilization
+
+| Benefit | Utilized? | Frequency | ROI Assessment |
+|---------|-----------|-----------|----------------|
+| Co-marketing funds | [ ] Yes [ ] No | ________ | ________ |
+| Equipment leasing | [ ] Yes [ ] No | ________ | ________ |
+| Priority dispatch | [ ] Yes [ ] No | ________ | ________ |
+| Training program | [ ] Yes [ ] No | ________ | ________ |
+| Profit-sharing | [ ] Yes [ ] No | ________ | ________ |
+
+---
+
+## Review & Recognition
+
+### Performance Assessment
+**Overall Rating**: [ ] Exceeds Expectations [ ] Meets Expectations [ ] Needs Improvement
+
+**Strengths**:
+1. ___________________________________________
+2. ___________________________________________
+3. ___________________________________________
+
+**Areas for Development**:
+1. ___________________________________________
+2. ___________________________________________
+
+### Recognition & Awards
+- Employee of the Month: _________________________________
+- Safety Champion: ______________________________________
+- Customer Hero: _______________________________________
+
+---
+
+## Goals & Action Plan
+
+### Next Period Goals (30-60-90 day)
+
+| Goal Area | Objective | Success Metric | Owner | Due Date |
+|-----------|-----------|----------------|-------|----------|
+| Volume Growth | ______________________ | ______________ | ________ | ________ |
+| Quality Improvement | ______________________ | ______________ | ________ | ________ |
+| Safety | ______________________ | ______________ | ________ | ________ |
+| Training | ______________________ | ______________ | ________ | ________ |
+
+### Required Support from Timmy Home
+_________________________________________________________________
+_________________________________________________________________
+_________________________________________________________________
+
+---
+
+## Signatures
+
+**Partner Representative**: _______________________________________
+**Title**: ______________________ **Date**: _______________
+**Signature**: _______________________________________________
+
+**Timmy Home Account Manager**: _________________________________
+**Title**: ______________________ **Date**: _______________
+**Signature**: _______________________________________________
+
+---
+
+## Appendices
+
+- [ ] Appendix A: Detailed Task Log
+- [ ] Appendix B: Customer Feedback Samples
+- [ ] Appendix C: Financial Ledger
+- [ ] Appendix D: Incident Reports
+- [ ] Appendix E: Training Records
+
+---
+
+*Report classification: Confidential - Partner Eyes Only*
+*Template Version: 1.0*
+*Next review due: _______________*