1. Scope and parties
These terms govern an individual’s application to and ordinary participation in the Optimize Enterprise LLC Approved Assessor Database. They supplement the site Terms of Use and Privacy Notice. They are not the three-party agreement for an Embedded Operations Assessment, do not activate a client placement, and do not replace a Paid Priority Reserve addendum or any legally required employment, payroll, insurance, safety, or wage notice.
2. Application, accuracy, and review
A submission enters a private pending-review queue. Optimize Enterprise may request clarification, verify experience, credentials, references, availability, conflicts, or submitted documents as permitted by law, and may approve, decline, withdraw, pause, or continue reviewing a record. Submission is not automatic database membership and is not a promise of an interview, assignment, contact, hours, compensation, or future opportunity.
Applicants must provide information they reasonably believe is complete and accurate, submit only materials they have the right to provide, avoid duplicate profiles, and promptly update a material change in contact information, availability, credentials, restrictions, conflicts, or work history. False, misleading, materially incomplete, or altered information may lead to clarification, a hold, nonapproval, suspension, or removal after appropriate review.
Optimize Enterprise may contact the applicant using the email supplied to request information and communicate a review decision or material status change. Review time depends on completeness, verification needs, current business needs, and available capacity. Silence for a fixed period is not an approval or a denial.
Required operational application email is separate from optional marketing preferences. Providing a private phone number is optional and does not authorize calls or texts. Optional marketing email or future outreach interest are not conditions of review, approval, classification, or assignment. Future outreach interest is not current call, text, automated-message, or postal-mail consent; fresh program-specific consent must be obtained before any later enrollment.
3. Background-screening readiness and separate authorization
The application collects date of birth, current address, and former legal names when relevant for identity matching and preparation for a possible lawful, assignment-relevant background check. Applicants must not submit Social Security numbers, government identity documents, medical information, banking information, or full consumer reports through the public form or ordinary email.
Optimize Enterprise will never call, text, or email asking an applicant to send those sensitive items. Treat such a request as a scam. If a lawful screening later needs sensitive identifiers, only the authorized screening provider may request them through its secure portal after disclosure and written authorization.
The application may record whether the applicant is ready to complete a later screening, has a recent report that could be discussed, or has questions before authorization. It accepts only a prior provider name and approximate date—not the report. Applicants are not required to buy or upload a report.
The consolidated application acknowledgement includes the Background Screening Notice but is not authorization to order a third-party consumer report. If a report is later appropriate, Optimize Enterprise will provide the required stand-alone disclosure and request separate written authorization through the approved process. Any pre-adverse and adverse-action notices, report copy, rights summary, and dispute opportunity required by applicable law remain separate.
4. Database classification
An approved record may be classified Active, Inactive, or Paid Priority Reserve. Active means currently available for routine matching; Inactive means approved but not routinely available, while remaining eligible for an unusually relevant specialty inquiry. Both are unpaid membership classifications and neither guarantees contact or work.
Paid Priority Reserve is selectively offered for scarce or strategically important expertise. It exists only under a separate written addendum defining amount, frequency, term, minimum readiness, response time, earliest start, administration, legal classification, tax or payroll treatment, review, and termination. Checking interest does not create reserve status. Paid Priority Reserve is not designed as an entry-level pathway; it requires seasoned, verifiable, difficult-to-replace expertise and a current business reason to reserve that availability. See the Paid Priority Reserve standard.
Classifications may be reviewed when availability, credentials, response history, restrictions, safety, accuracy, confidentiality, or business needs change. Active members should ordinarily reconfirm availability at least every 90 days. Three declined genuinely matching offers in a rolling 90-day period may lead to an Inactive review; a decline is not counted when the offer does not match documented conditions or when an Inactive member declines a specialty inquiry.
5. Confidentiality before and during an assignment
Nonpublic prospective-client identity, location, scope, operational information, pricing, matching communications, assignment documents, access details, credentials, reports, and the fact or timing of a confidential Embedded Operations Assessment must be protected and used only for authorized program purposes. Applicants and members may not contact a prospective client, enter a worksite, present themselves as an assigned assessor, or share nonpublic information without written authorization.
When lawful and authorized, ordinary employees may remain unaware that a process-focused assessment is occurring so normal operations are not artificially changed. The authorized owner and any other people identified in the assignment controls know. No term authorizes private investigation, off-duty surveillance, entrapment, personal searches, unlawful recording, GPS tracking, device monitoring, or collection of unrelated personal information.
Confidentiality never prohibits a good-faith report to counsel, law enforcement, a court, a regulator, a safety agency, or another government authority; a workers’ compensation, wage, discrimination, harassment, whistleblower, or protected-concerted- activity report; discussion of wages or working conditions where protected by law; or action reasonably needed to address an imminent safety concern. Nothing requires anyone to conceal unlawful conduct.
6. Mandatory readiness and training
A selected professional must complete the general and assignment-specific training Optimize Enterprise and the client reasonably require before starting. Training may address The Optimize Method, the legitimate host role, confidentiality, documentation, communication, escalation, safety, worksite hazards, equipment, systems, customer contact, timekeeping, and prohibited conduct. Experience does not excuse required training. A person who cannot demonstrate readiness may be reassigned, returned to review, or not placed.
Training, meetings, preparation, reporting, travel, or other activities that constitute compensable work must be recorded and paid as required by applicable law and the assignment documents.
7. Separate assignment controls, payroll, safety, and insurance
Database approval alone is never authority to begin work. Before an Embedded Operations Assessment starts, the client, assessor, and Optimize Enterprise must complete the assignment-specific documents required for the engagement. Those documents define scope, authorized people, host role, schedule, duration, location, supervision, duties, prohibited activity, reporting, training, compensation, timekeeping, travel, tools, data handling, confidentiality, safety, insurance, and termination.
The intended model places the assessor on the client’s payroll for the legitimate host role and all compensable hours. The client is intended to complete lawful onboarding, issue required wage notices, pay wages and overtime, keep time and payroll records, make required deductions, and provide workplace-specific direction, safety training, protective equipment, workers’ compensation, disability and leave coverage, unemployment coverage, and any benefits that apply. Actual employer and joint- employer status depends on the facts and law and cannot be changed merely by a contract label. Required coverage and responsibility allocation must be verified before deployment.
8. Compensation and the 10% performance commission
Active and Inactive membership are unpaid. Paid Priority Reserve compensation is governed only by its separate written addendum. Client payroll wages for assignment work are separate from any Optimize Enterprise performance commission.
A person expressly designated in writing as a Full Embedded Operations Assessment Assessor may become eligible for a gross commission equal to 10% of the Commissionable EOA Assessment Fee allocated to that assessor and actually received and retained by Optimize Enterprise. The commissionable base is not the entire client contract. It excludes client payroll and benefits, taxes, implementation services, travel and lodging reimbursements, materials, equipment, third-party specialists, refunds, chargebacks, credits, financing charges, collection costs, and other pass-through amounts. When more than one assessor participates, the written allocation is established before work; each assessor does not automatically receive a separate 10% of the same fee.
Earning conditions, completion requirements, required records, debriefing, property return, client-payment receipt, installment treatment, tax information, and payment method are defined in the separate assignment agreement. Qualifying commission is paid proportionally as qualifying client installments are received and retained. Earned client wages are never withheld, deducted, or clawed back as a confidentiality penalty.
A substantiated material confidentiality breach occurring before a separate commission is earned may affect only the still- unearned commission after documented review, notice, and a fair opportunity to respond. A minor, promptly self-reported and contained mistake does not automatically disqualify commission. Protected disclosures and legally protected activity never cause forfeiture.
9. Electronic acknowledgement and records
The applicant voluntarily types a legal name and selects a date with the intent to acknowledge the current application and participation terms. A drawn mark is optional. The typed signature, any optional drawn mark, terms version, server receipt time, and submitted profile are stored as private records. The electronic acknowledgement does not sign a future client assignment, activate Paid Priority Reserve, or waive any right that cannot lawfully be waived. Separate signatures are required for separate assignment and reserve agreements.
10. Changes, withdrawal, and legal review
An applicant may request correction, withdrawal, or removal from routine matching, subject to reasonable retention for legal, safety, compliance, and completed-assignment purposes. Optimize Enterprise may update these public participation terms prospectively as the program, law, insurance, payroll, or technology develops. Material changes should be acknowledged before they are applied to ongoing participation.
These website terms describe the planned operating framework. Before live placements, New York counsel, payroll, tax, and insurance professionals should approve the final assignment documents and state-specific structure.