Institution14th & Co. — for EverDriven
Publication IdentifierEVD-P-001
Publication ClassPortal / Operating Register
TitleSP Program 2.0 Executive OS
Revisionv3.8 — DRAFT
StatusChelsa final feedback applied
OwnerMike Robinson (program) · C. Ealy (build)
Publication Date2026-07-16
AuthorityOS-001 Hand-off Standard · OneDrive archive
Executive Command Center
Week of July 14, 2026 · SP Program 2.0 Operating Intelligence
Owner: Mike RobinsonJul 15, 2026OneDrive Archive + 14th & Co. Repository
Engagement closeout. SP Program 2.0 replaced no formal entry standards with a defined Target SP Model and enforceable eligibility policy. Compensation is designed but not yet activated — the Base+Quality framework awaits a leadership decision on when Flexfare work resumes. Remaining SOW lines wait on those decisions, not further build.
SOW Deliverables Status
| Deliverable | Status | Note |
|---|---|---|
| Define the Target SP Model | Done | Approved — foundation for recruiting, contracting, renewal, compensation eligibility, and removal decisions |
| SP Recruiting & Qualification Model | Done | Recruiting funnel and qualification standards embedded into governance workflow |
| Driver Recruiting & Pipeline Capability | Done | Minimum recruiting capability standards embedded into Target SP qualification and continuation standards |
| SP Onboarding School | Partial | Curriculum built with BPI; not integrated into the LMS — the LMS does not exist |
| SP Eligibility & Continuation Standards | Done | Formal eligibility and continuation policy with defined decision thresholds |
| Base + Quality Compensation Model | Blocked | Blocked by internal risk — SPIFF analysis complete, new SPIFF SOP drafted; financial modeling and rollout plan await Finance sign-off |
| Route Complexity Model & Pricing Rules | Blocked | Blocked by internal risk — FlexFare delayed |
Program Health Scores
Overall Health
65
Operational
70
Financial
35
Adoption
0
Implementation
55
Confidence
75
Total SPs
779
service providers under management across 9 regions.
Network at a glanceSourceSP Consolidation-Final.xlsx (OneDrive archive)TrendStable. Focus is consolidation — fewer, stronger SPs.Next ActionMonitor quarterly. Target: reduce network size through EXIT transitions.
Source & next action
At Risk
43.1%
of the network is at risk — 396 SPs in WATCH or EXIT.
Consolidation mandateCalculation(214 WATCH + 182 EXIT) / 779 total = 43.1%Regions most affectedNortheast (81.2%), Midwest (61.2%), Central (52.5%)What happens if ignoredService disruptions increase, margin erodes, management overhead grows
Source & next action
SPIFF Exposure
$2.2M
ungoverned SPIFF spend in FY25-26, up 144% year over year.
Ungoverned spendSourceSPIFF Spend Audit (OPS-FIN-001)Breakdown62% structural gaps · 25% supply issues · 13% unclassifiedTrajectory if unaddressedAt +144% YoY, FY26-27 could reach $3M+
Source & next action
Decisions Open
15
decisions open across 5 stakeholders — oldest waiting since April.
Decision backlogBreakdownMike: 5 · Finance: 3 · OCOE: 3 · Legal: 2 · Technology: 2OldestSP doctrine — unresolved since April (12+ weeks)
Source & next action
Pilot Readiness
80%
Midwest pilot readiness — platform, training, and data remain.
Remaining 20%BlockersPlatform selection (10%) · AM training (5%) · Live data population (5%)
Source & next action
Updated
Jul 15
last updated by 14th & Co. — reviewed weekly after Mike\u2019s 1:1.
Operational MemoryLast UpdatedJuly 15, 2026 by 14th & Co. (Corey)Previous Versionv2.0 — July 10, 2026Next ReviewWeekly — every Monday after Mike's 1:1
Source & next action
Strategic Simulator: SPIFF Spend Reduction
Drag to model monthly SPIFF spend
$0
Annual Savings
0%
Spend Reduction
$184K
Monthly Run Rate
$2.2M
Annualized Spend
Strategic Simulator: Consolidation Impact
Drag to model: % of WATCH SPs that improve to RETAIN
214
SPs in WATCH
0
Moved to RETAIN
43.1%
Network at Risk
182
Remaining EXIT
Explore Related
Pricing OS →Network Health →
Artifact Register
Every artifact in this operation — one home each, status with the record, history intact. This is the portal's data contract: what you see everywhere else renders from these rows.
Register: EVD-REG-001Standard: OS-003 Connected OperationsMaintained: weekly review cadence
How to read this registerEach artifact has exactly one home — everything else is a render or a pointer. Status and revision live here, not in filenames. HOME links marked pending are being captured during gap review rather than guessed. Event capture (automatic updates from OneDrive/Asana/Forms) is connected-engagement scope; today rows update at the weekly review.
Register — one row per artifact
| Identifier | Artifact | Class | Owner | Status | Rev | Cadence | Home |
|---|
Change feed — most recent event per artifact
Explore Related
Command Center →Operating Model →Forms →
Executive Read-Out
SP Program 2.0 — Closeout
A completion record of the Statement of Work, for executive review — in four movements: the outcome, what we delivered, the evidence, and the decision.
14th & Co. for EverDriven · EVD-D-001 · July 2026
Executive Read-Out · 01 · The Outcome
A program with no standards is now a governed operating system.
Before SP 2.0
- Providers sourced ad-hoc — no entry bar
- Discretionary SPIFFs · $2.2M ungoverned
- Continuation by local judgment
→
After the build
- Target SP Model — 7 standards, 3 tiers
- Base + Quality framework, designed
- Eligibility policy with defined thresholds
The one caveat — compensation is designed, not yet activated. It waits on a leadership decision on when Flexfare work resumes, not on further build.
Executive Read-Out · 02 · What We Delivered
Five of eight lines delivered. The three open ones wait on a decision — not more design.
■ Delivered · 5
- ✓Target SP ModelThe qualification keystone — 7 standards
- ✓Recruiting & Qualification ModelFunnel + standards embedded in governance
- ✓Driver Recruiting & PipelineCapability embedded in the standards
- ✓Eligibility & ContinuationGROW / RETAIN / WATCH / EXIT thresholds
- ✓Standardized Operating FrameworkPlaybook, SOPs, Decision Rights — in the drive
◆ Open · waiting on a decision · 3
- SP Onboarding School PartialCurriculum built; the completion gate needs an LMS that doesn’t exist — BPI migration is the path.
- Base + Quality Compensation PausedDesigned & analyzed; waits on the leadership call on when Flexfare resumes.
- Route Complexity & Pricing BlockedBlocked by internal risk — Flexfare delayed.
Executive Read-Out · 03 · The Evidence
$2.2M
in ungoverned SPIFF spend — quantified for the first time.
The diagnostic the Base + Quality model was built from.
62%
Structural pricing gaps
4
Overlapping programs found
+144%
Spend, year over year
1
New SPIFF SOP drafted
Executive Read-Out · 04 · The Decision
The design is done. The decision is whether it runs before the school year.
$7K–$35K
Four design parcels — closeable individually, in any order. No platform build to wait on.
$15.5K/mo
Operating retainer — runs the 700-SP backlog and weekly governance. No minimum term.
Three owners unblock it →FinanceBPIBacklog
The full pitch — See the Continuation Proposal → (the operating portal, this closeout, and the proposal are one connected system — the bar up top moves between them)
Program Overview
The complete SP Program 2.0 operating model
Owner: Mike Robinson, OCOEReviewed: QuarterlySources: OneDrive archive + 14th & Co. repo
Why This MattersSP Program 2.0 integrates three previously disconnected systems — performance management, pricing governance, and provider lifecycle — into a single operating model. Before SP 2.0, SPs were sourced ad-hoc, scored inconsistently, paid through ungoverned SPIFFs, and consolidated without a framework.
The Full SP Lifecycle
Source & Qualify
4-stage funnel. S&I owns. 10-driver minimum. 7 standards.
→
Onboard & Activate
Onboarding School. SPA signed. 90-day grace.
→
Perform & Coach
Weekly scorecards. Quarterly designations. 4-stage escalation.
→
Price & Settle
SPIFF governance. C1-C4. Permanent pricing migration.
→
Consolidate & Grow
GROW: volume. WATCH: improve. EXIT: transition. RFP.
Workstreams
| Workstream | Documents | Owner |
|---|---|---|
| Governance & Standards | Target SP Model, Legacy, Decision Rights | OCOE/S&I |
| Recruiting & Qualification | Intake Form, Field Guide, Funnel | S&I |
| Onboarding School | Prioritization Matrix | S&I/Field Ops |
| Performance Management | Weekly, Quarterly, PIP, Escalation, Playbook | OCOE/AMs |
| Consolidation | Playbook, GROW/WATCH/EXIT Guides, Scoring | Field Ops/OCOE |
| Network Optimization | Consolidation Scoring (779 SPs) | OCOE |
| SPIFF Governance | Audit, SOP, C1 Register, C2 Map | OCOE/14th & Co. |
Repository Reconciliation
| Status | Count |
|---|---|
| Aligned | 2 docs |
| Archive Only | 14 docs — operational backbone |
| Repository Only | 8 docs — pricing intelligence |
| Gap | Doctrine, Finance data, thresholds |
Explore Related
Pricing OS →Performance Mgmt →Network Health →Target SP →Decision Rights →
Pricing Operating System
8 subsystems governing every dollar outside the base rate card
Owner: OCOE (ops) · 14th & Co. (design)Weekly · Monthly · QuarterlySystems: Rhapsody, MS Form, Teams, SPIFF Calc, C1 Register
Why This MattersSPIFF spend reached $2.2M with no governance. 62% of requests are structural pricing gaps. The Pricing OS replaces ad-hoc decision-making. When FlexFare returns, this OS becomes its specification.
8 Subsystems
Intake
MS Form + Calculator + Scorecard Gate
→
Governance
TM% gate. Approval routing.
→
Register
25 fields. Auto-flags. 6 views.
→
Expiry
Weekly Mon 15-min review.
Conversion
C2 Map: 9 codes→3 homes
→
Pricing
C3 Tables. Tier Matrix.
→
Settlement
C4: Scorecard→Tier→Pay
→
Reporting
12 KPIs. Monthly exec.
C1 Register
25-field schema. Auto-flags. 6 views. v1.0 Ready
C2 Conversion
9 codes→3 homes. ~$1.2M addressable. v1.0 Ready
C3 Decision Tables
Level 1–5 lookup. New AM can price. v1.0 Ready
C4 Settlement
10-step quarterly. v0.5 Shell · Blocked
Explore Related
SPIFF →Settlement →Decision Rights →
SPIFF Governance
The analysis: where $2.2M in ungoverned spend comes from, and what it converts into
Owner: OCOESources: OPS-FIN-001, OPS-FIN-002
The $2.2M Problem
| FY25-26 Spend | $2,206,229 (+144% YoY) |
| Total VRs | 112,687 (+122%) |
| Avg SPIFF/VR | $19.58 (+10%) |
| Structural Gaps | 62% (~$1.37M) |
What the Analysis Found
| Overlapping incentive programs | 4 identified running in parallel |
| Root cause | 62% of requests are structural pricing gaps, not performance incentives |
| Countermeasure drafted | New SPIFF SOP (eligibility gates, TM% thresholds, mandatory end dates) |
| Addressable via conversion | ~$1.2M migrates to permanent rate-card components |
Explore Related
Pricing OS →Settlement →
Base + Quality Settlement
Quarterly process tying provider pay to performance
Owner: OCOE + FinanceQuarterlySystems: SP Scoring Matrix, C4 Worksheet, NetSuite
Pipeline: Scorecard → Tier → Multiplier → Pay
Scorecard
Composite score
→
Tier
≥0.80 High · 0.65–0.79 Med · <0.65 Low
→
Multiplier
100% · 85% · 70%
→
Adjusted Pay
Base × Multiplier
→
SP Comms
AM delivers results
Status at CloseoutFramework designed; scorecard still pending. Blocked by internal risk pending Finance sign-off — SPIFF analysis complete, new SPIFF SOP drafted. Financial modeling and phased rollout plan remain outstanding.
Explore Related
Performance →SPIFF →Pricing OS →
Performance Management
4-stage escalation: Coach → PIP → Volume Reduction → Exit
Owner: OCOE (system) · AMs (execution)Weekly · Quarterly · Annual
Escalation Model
Stage 1: Coach
Metric below Target. AM leads. Weekly.
→
Stage 2: PIP
2nd WATCH or Entry breach. 60-90d.
→
Stage 3: Volume↓
PIP not cured. AM+VP.
→
Stage 4: Exit
Targets not met. AM+VP+Legal.
Weekly Thresholds
| Metric | Target | Watch | Act |
|---|---|---|---|
| OTP | ≥93% | 88-92% | <88% |
| Rescue | <2% | 2-3.5% | >3.5% |
| Same-Driver | ≥83% | 75-82% | <75% |
Quarterly Designations
| Designation | Score | Action |
|---|---|---|
| GROW | ≥0.80 | Volume increase |
| RETAIN | 0.65–0.79 | Standard coaching |
| WATCH | 0.50–0.64 | Improvement plan |
| EXIT | <0.50 | Volume transition |
Explore Related
Network →Settlement →Target SP →Field SOPs →
Network Health & Consolidation
779 SPs · 9 regions · 43.1% at risk
Owner: Field Operations / OCOEQuarterly · Annual RFPSource: SP Consolidation-Final.xlsx
Network by Region
| Region | SPs | GROW | RETAIN | WATCH | EXIT | At Risk | Score |
|---|---|---|---|---|---|---|---|
| Central | 101 | 9 | 21 | 33 | 20 | 52.5% | 0.56 |
| Midwest | 67 | 11 | 7 | 22 | 19 | 61.2% | 0.57 |
| Northeast | 207 | 15 | 24 | 104 | 64 | 81.2% | 0.56 |
| Southeast | 97 | 23 | 23 | 28 | 8 | 37.1% | 0.65 |
| NETWORK | 779 | 83 | 115 | 214 | 182 | 43.1% | 0.58 |
Explore Related
Performance →Target SP →Recruiting →Decision Rights →
Target SP Model
7 standards defining a qualified Service Provider
Owner: Supply & ImplementationSources: OPS-SP-003, OPS-SP-004
Seven Standards
| # | Standard | Entry | Target | Growth |
|---|---|---|---|---|
| 1 | Scale & Capital | Cash reserves, 10 drivers | Stable | Expansion-ready |
| 2 | Driver Bench | 15% at activation | 20% | Cross-coverage |
| 3 | Day-to-Day Ops | Dispatcher/ops lead | 24/7 | Full ops team |
| 4 | Fleet | Age & condition mins | Regular replacement | Specialized |
| 5 | Compliance | Insurance, licensing | Zero violations | Proactive |
| 6 | Business Basics | SPA signed, banking | Billing <threshold | Financial stability |
| 7 | Driver Sourcing | Active pipeline | Consistent | Targeted |
Explore Related
Recruiting →Performance →Network →
Recruiting & Qualification
4-stage funnel: Awareness → Intake → Qualification → Activation
Owner: Supply & ImplementationSource: OPS-SP-005
Funnel
Stage 0: Awareness
Outreach or referral
→
Stage 1: Intake
Single entry form
→
Stage 2: Qualify
S&I reviews vs 7 standards
→
Stage 3: Activate
Onboarding. SPA signed.
Intake Requirements
| Requirement | Threshold |
|---|---|
| Active Drivers | 10 minimum (disqualifies) |
| Insurance | ACORD 25, $1M min |
Explore Related
Target SP →Decision Rights →
Decision Rights Matrix
Who decides, approves, is consulted, and is informed — full matrix
Source of RecordThe governing matrix (OPS-GOV-001) is maintained in the OneDrive archive — this page is a rendered index, not the home.Open in OneDrive →
Owner: OCOESource: OPS-GOV-001 v1.0
| Domain | Decision | S&I | AM | Area Mgr | VP Ops |
|---|---|---|---|---|---|
| Sourcing | Source new SPs | Decides | Consulted | - | Informed |
| Onboarding | Activate SP | Decides | - | Informed | Informed |
| Performance | Assign designation | Consulted | Consulted | Decides | Approves |
| Pricing | Approve spiff (≥20%) | - | - | Approves | - |
| Consolidation | EXIT decision | Consulted | Consulted | Decides | Approves |
Explore Related
Performance →Network →Pricing OS →
Field SOP Library
Step-by-step procedures for Account Managers and Field Operations
Source of RecordThe full SOP set is maintained in the OneDrive archive — this page is a rendered index, not the home.Open in OneDrive →
Owner: OCOE · AMs (execution)Sources: OPS-AM-001 through OPS-AM-011
Weekly Performance Review
1Open Scorecard — Tab 1
2Check RED: OTP <88%, Rescue >3.5%
3Priority 1 call: RED, PIP, rescue >3.5%
4MKV → escalate same day
OPS-AM-003 · 5–10 min
GROW Conversation
✓Confirm Eligible = Yes
✓Check concentration flag
✓3 approvals in hand
✓20% bench confirmed
OPS-AM-001 · 15–20 min
WATCH Intervention
✓Confirm designation
✓Draft improvement plan
✓AM+Area Mgr sign-off
✓Weekly check-ins
OPS-AM-008
EXIT Conversation
✓Score <0.50 · 3 approvals
✓Confirm legal pathway
✓Written notice 1 business day
✓Never punitive
OPS-AM-007
SP Intake
1Direct to form
2Do NOT pre-qualify
3S&I reviews in 3 days
SP Intake Field Guide
PIP Execution
1Trigger: 2nd WATCH or breach
260-90d · 8 fields · Signed
3Weekly check-ins
OPS-AM-009
Explore Related
Performance →Forms →Recruiting →
Forms & Templates
Operational forms used across SP Program 2.0
Source of RecordAll governance and field forms are maintained in the OneDrive archive — this page is a rendered index, not the home.Open in OneDrive →
SP Intake Form
4 sections. 10-driver minimum. everdriven.com/drivers/
SPIFF Request Form
MS Form. 12 required fields. End date mandatory.
SPIFF Calculator
Pre/post TM% calc. bit.ly/SPIFFCALC
EXIT Letter Template
4 legal pathways. OPS-AM-007.
PIP Template
8 required fields. OPS-AM-009.
SP Scoring Matrix
Quarterly composite. 5 qualitative inputs.
Explore Related
Field SOPs →Recruiting →SPIFF →