[Compliance / B2B] Extend centre partnership (#251/#256–258): 3-step EA-safe triage, BR org fields, COMPLIANCE_HOLD, How-it-works Partners tab #412

CEO lock — 2026-10-22 (centre detail banner now)

• Optional banner on /business/$slug detail only — ship with V1 Partner Org / centre track (centres already engage tutors; do not wait for [PARKED · Cap.57] Partner storefront SaaS + vacancy ad board — blocked pending solicitor/EAA; storefront-only slice under D1/D3 #413).
• No banner on centre discovery cards.
• Fixed crop + no contact/QR; verified centres get brand treatment.
  Full checklist: comment [Compliance / B2B] Extend centre partnership (#251/#256–258): 3-step EA-safe triage, BR org fields, COMPLIANCE_HOLD, How-it-works Partners tab #412 (comment)

Summary

Extend MatchMax’s B2B education-centre track so we facilitate only genuine independent contractor engagements (“Contracts for Services” / 獨立導師外判課程服務) and systematically block/decline staff or employee recruitment requests — staying outside the Hong Kong Employment Agency (EA) licensing regime (Cap. 57).

This issue implements the legally reviewed 3-step process (Accept once → Screen before matching → Confirm once per engagement), hardens Partner Organisation onboarding, ToS acceptance, and removes employment placement terminology on matchmax.hk.

This is an extension of existing work — not a greenfield rebuild. Link and build on:

• Epic Epic: Fee, centre cases, operations & shop (F/O/D + centre C) #251 (Fee, centre cases, operations & shop)
• # Issue C1 — Centre student case #256 C1 — Centre student case
• # Issue C2 — Partnership and what the centre agrees #257 C2 — Partnership and what the centre agrees (centre-2026-10)
• # Issue C3 — Centre block on the guide #258 C3 — Centre block on the guide
• Terms of Service updates #214 / # Issue F2 — Form, terms, and privacy for the fee #253 — Terms gates + matching-fee acceptance (foundation already shipped)

Non-goals

• Do not add a public vacancy / jobs / “Apply to centre” board (see Issue C10 — (community feature, stage 5) Jobs, blocked #228 and Phase 2 parked issue).
• Do not invent a second fee model. Matching money remains the 1.5-lesson admin fee (Fee Agreement / FEE_TERMS_VERSION). CEO 2026-10-21: payer = self-employed tutor (same as B2C). Parents/centres do not pay MatchMax matching fees. Strike any older “tutor is never the payer” / parent-default wording in drafts.
• Do not create a parallel compliance_acceptance_logs table if terms_acceptances can be extended with new surfaces/columns.
• Do not add a new app_role of organisation_rep. Use organization_members.role (e.g. owner/admin) on the existing org membership model. Keep internal code role staff; ban “staff/hire/recruit…” only in public EN/ZH copy.
• Do not ask tutors to “waive Employment Ordinance rights.” Facts + gates only.
• Engagement Summary must not make MatchMax a party to the Lesson Contract (ToS §§3, 5).

Where to change (exact map)

A. Vocabulary (quick wins)

B. Partner org onboarding — Accept once

Required fields (Gemini):

1. legal_entity_name (String, Required) — official registered company name (e.g. XYZ Education Limited), distinct from public trading/shop name
2. trading_name (String, Optional) — public-facing brand name
3. br_number (String, Required) — Business Registration (BR) number or organisation identifier
4. rep_name & rep_role (String, Required) — authorised representative full name and title
5. verified_contact (Email & Phone, Required)

Mandatory Authority Checkbox (unticked by default):

• [ ] I confirm that I am authorised to accept these Terms and bind [legal_entity_name].

Never label this an "Employer Account" — use Education Partner / Organisation Account.

C. Tutor independent service-provider facts

Tutor profile additions:

• operating_structure dropdown: Individual Independent Educator / Registered Sole Proprietor / Limited Company
• br_status (Optional): record if they hold a Business Registration Certificate
• Do you offer educational services independently to multiple clients/students? (Yes / No)
• Will you deliver the teaching personally, or do you work with qualified substitutes/assistants? (Personal only / Qualified delegation available)

D. Unbundled electronic acceptance

Reuse TermsGateCheckbox / recordTermsAcceptance — do not pre-tick.

• Checkbox 1 (Mandatory): [ ] I have read and agree to the MatchMax Platform Terms of Service and Privacy Collection Statement. (downloadable PDF/modal link to /tos, current TERMS_VERSION)
• Checkbox 2 (Mandatory for Paying Party = tutor): [ ] I have read and agree to the Matching and Platform Service Fee Agreement. — must explicitly display how the 1.5-lesson admin fee is calculated, when it is earned, cancellation/refund rules, and off-platform anti-circumvention terms (FEE_TERMS_VERSION). Paying party is the self-employed tutor on B2C and [Compliance / B2B] Extend centre partnership (#251/#256–258): 3-step EA-safe triage, BR org fields, COMPLIANCE_HOLD, How-it-works Partners tab #412 B2B cases.
• Checkbox 3 (Optional — Direct Marketing): [ ] I consent to receive updates, case alerts, and promotional communications from MatchMax. (must not block registration if left unticked)
• Backend audit: reuse/extend terms_acceptances — store user_id, surface, terms_version, timestamp, and where missing add ip_address, legal_entity_name, and exact checkbox strings accepted (do not invent a parallel compliance_acceptance_logs table unless columns cannot fit)

Surfaces today: signup, note_upload, checkout, referral_signup, case_request — add centre_partnership (+ engagement confirm if needed).

E. Pre-matching triage — Screen before matching

Centre request form — 4-part triage (Gemini full detail)

When an Organisation Account submits a case request, enforce this form before the request enters the matching pool:

Part 1: Engagement Category (Hard Gate)

• Question: "What is the nature of this request?"
  • Option A: Engaging an independent educator for a specific course module, exam clinic, or class series (Contract for Services)
  • Option B: Recruiting a full-time or part-time staff member / employee (Contract of Employment)
  • Option C: Arranging services on behalf of an external third-party organisation
  • Option D: Other / Unsure
• Routing:
  • B → hard-block submission immediately. Modal: "MatchMax is an independent educator marketplace and does not provide staff or employment recruitment services."
  • C or D → set status compliance_hold for manual admin clarification before any matching
  • A → proceed to Parts 2–4

Part 2: Contracting, Payment & Financial Arrangements

• Who directly contracts with and pays the educator? (Pre-filled with legal_entity_name; flag compliance_hold if third-party)
• Proposed Service Fee Structure: Dropdown (Hourly Service Fee / Per-Session Service Fee / Course Revenue-Split Ratio %) + amount + checkbox Open to educator counter-proposal / negotiation
• Who supplies the classroom premises and primary teaching equipment? (Organisation / Educator / Online / Shared)
• Fee reminder for Ryan: MatchMax’s own charge remains the existing 1.5-lesson admin fee (Fee Agreement), not a new parallel “platform service fee” product — show both clearly where relevant

Part 3: Scope of Services, Deliverables & Non-Integration

• Course Module / Subject / Curriculum & Target Duration: (e.g. IBDP Physics HL — 4-Week Intensive Clinic or Term 1 Weekly Series)
• Gate: "Will the educator be required to perform reception, administrative, sales, student-discipline, or general staff-cover duties outside the agreed teaching deliverables?" (Yes / No / Unsure)
• Gate: "Is this request replacing a staff vacancy or converting an existing/former employee into a contractor?" (Yes / No)
• Routing: If Yes or Unsure on either → compliance_hold (do not publish to tutors or release contacts)

Part 4: Educator Autonomy & Genuine Choice

• Who determines the specific teaching methodology and lesson delivery style? (Educator independently / Mutual alignment on syllabus goals / Strictly controlled by Centre)
• Can the educator freely teach other clients/centres and decline future modules without penalty? (Yes / No)
• Is qualified substitution or delegation permitted if agreed in advance? (Yes / No / Open to discussion)
• UX: allow centres to pre-fill saved answers on repeat requests with 1-click “details remain accurate” confirmation

Parent booking form addition (B2C triage)

• Who is engaging the tutor and who is the learner? (Myself / My child vs An organisation or third party)
• Are any non-tutoring household, childcare, or staff duties required? (No / Yes — if Yes → compliance_hold)

Tutor factual confirmation (on Apply / Propose Terms)

Show read-only summary of Centre screening answers (contracting entity, independent service nature, zero admin/reception duties, proposed rate/split). Require one radio before submit:

• These arrangements reflect my understanding of this independent service engagement. → proceed
• I need to correct or clarify something about these working arrangements. → text box + set match/compliance_hold for admin review

F. Engagement summary — Confirm once per engagement

• Automated 1-page Engagement Summary once Centre/Parent and Tutor agree to proceed — table engagement_summaries keyed to case id, displaying:
  1. Contracting Customer Legal Name (legal_entity_name or Parent Name) & Independent Educator Name (tutor_id + Legal Name)
  2. Scope of Services (Subject, curriculum, module duration, location/online format, and explicit note: No administrative, reception, or staff duties)
  3. Agreed Service Rate / Revenue Split, payment schedule, and responsible payer
  4. Applicable MatchMax 1.5-lesson matching admin fee (separately itemized; Fee Agreement)
  5. Material autonomy terms confirmed in Step 2
• Dual-party 1-click confirmation on the exact same version before contact details / lesson commencement are finalized:

  [ ] I agree to the arrangements shown and confirm that they accurately describe the intended engagement. I will notify MatchMax of any material changes.

• "Report Material Change" button in the active engagement dashboard — either party can log changes to duties, hours, or contracting structure (triggers re-screen / compliance_hold if duties become employment-like)
• Must stay consistent with ToS §§3, 5, 15 (MatchMax not party to the Lesson Contract)

G. How It Works + ToS

Acceptance criteria

• Organisation type dropdown (Tutorial Centre / Day School / NGO) and optional EDB/Charity identifier live on the same form as BR fields.
• Org join collects legal entity, BR, rep, verified contact + unticked authority checkbox; partnership acceptance stored with version centre-2026-10
• Employment/staff category cannot submit; admin/reception or vacancy-replacement Yes/Unsure → compliance_hold with contact lock
• Parent form has lightweight triage; Yes to non-tutoring duties → compliance_hold
• Tutor apply shows screening summary + confirm / clarify→hold
• Dual-party Engagement Summary confirm before contact release / lesson start
• Public copy: no hire/recruit/job/vacancy/employer framing; How It Works has Partners tab; “hiring” removed from flow_body; PDPO consent no longer says “recruitment”
• Fee UX still 1.5-lesson admin fee paid by self-employed tutor (B2C and [Compliance / B2B] Extend centre partnership (#251/#256–258): 3-step EA-safe triage, BR org fields, COMPLIANCE_HOLD, How-it-works Partners tab #412 B2B); do not default to centre/parent as MatchMax payer
• CENTRE_MARKET_ENABLED only flipped after BR + gates above
• No vacancy / apply-to-centre UI anywhere in this issue
• Supersedes/implements the product intent of # Issue C1 — Centre student case #256–# Issue C3 — Centre block on the guide #258 under epic Epic: Fee, centre cases, operations & shop (F/O/D + centre C) #251 (leave those issues cross-linked; close only when criteria here are met or explicitly absorbed)

Out of band (CEO / Austin — not Ryan acceptance)

1. EAA written inquiry email (ea-ee@labour.gov.hk) with 3-step workflow paper trail
2. Incorporate MatchMax Limited (Companies Registry)
3. Bilingual Independent Educator Service & NDA template for centres to sign directly with the educator

CEO roadmap notes (2026-10-21)

• Ship after Feature: Dual-Language Custom Headline + Core Academic Breakdown Restructure #411; before / with [Feature · V1] Extracurriculars — hybrid tags, portfolio, ecosystem #415.
• Supersedes # Issue C1 — Centre student case #256, # Issue C2 — Partnership and what the centre agrees #257, # Issue C3 — Centre block on the guide #258 — close those tickets as not planned once this issue absorbs their intent (already reflected in acceptance above).
• Organisation type + optional EDB/Charity ID must live on the same Partner Org form as BR fields (no second form).

CEO / Gemini SAFE append (2026-10-21) — routes + org fields ONLY

Fee payer — CEO locked (2026-10-21)

• Same fee model for B2C and [Compliance / B2B] Extend centre partnership (#251/#256–258): 3-step EA-safe triage, BR org fields, COMPLIANCE_HOLD, How-it-works Partners tab #412 B2B centre/partner cases: parents / centres do not pay MatchMax matching fees; the self-employed tutor pays the 1.5-lesson admin fee after the first two intros (short packages ≤5 lessons still use the existing 20% package rule; $0 Pro-Bono = 0%).
• Reject Gemini’s “tutor ≤10% first-month” alternate B2B fee and any “tutor is never the payer” / parent-as-default-payer language inherited from old centre tickets.
• Cap.57 posture: MatchMax does not hold an EA licence. Matching is limited to self-employed / independent-contractor tutors only — no employment, no vacancy/job board (that stays parked on #413).
• Public + centre copy must keep engage / match / independent educator language (no “we hire tutors for you”).

Live route targets (fix redirects)

how-it-works.tsx and case-request.tsx are client redirects on the live site. Implement against real pages:

Organisation fields (same form as BR)

On _authenticated.business.join.tsx (same form as BR — no second form):

• Organisation type dropdown: Tutorial Centre / Day School / NGO
• Optional EDB / Charity identifier fields alongside BR (not a separate intake)

Cap.57 triage, compliance_hold, Engagement Summary, and public copy rules in the body above remain in force — this append only corrects file targets and restates org-type placement.