Local Presence, Global Framework

City Intake Officer Program

City Intake Officers facilitate the structured intake of client information within The Board System — serving as an initial local point of contact and forwarding organized information to the Founder / Principal Executive Advisor for review.

Role Overview

An operational role, defined by clear boundaries.

The City Intake Officer functions strictly as a structured intake facilitator. The role does not extend to strategic analysis, advisory functions, decision-making authority, or client representation — all strategic diagnostics, interventions, and final outcomes remain exclusively under the authority of the Founder / Principal Executive Advisor.

Within Scope

  • Serve as an initial local point of contact
  • Conduct introductory meetings where appropriate
  • Explain the client intake process and Structured Intake Protocol (SIP)
  • Collect preliminary information using approved procedures
  • Assist clients in completing required intake documentation
  • Forward collected information through the approved communication pathway

Outside Scope

  • Providing strategic advice, opinions, or recommendations
  • Conducting diagnostics, evaluations, or interventions
  • Interpreting findings or communicating strategic conclusions
  • Committing to outcomes, timelines, or commercial arrangements
  • Negotiating or entering contracts on behalf of The Board
  • Representing themselves as a consultant, advisor, or decision-maker
Assignment Process

From expression of interest to activation.

Expression of Interest

An individual submits an application indicating a preferred city or geographical area. Submission does not create any entitlement to appointment.

Assessment & Evaluation

The Founder / Principal Executive Advisor assesses professional background, communication capability, and suitability for the proposed city assignment.

Conditional Approval

Where an applicant is considered suitable, a conditional approval may be issued. This does not yet authorize the applicant to act as a City Intake Officer.

Engagement Arrangement

The applicant may be invited to enter a separate Engagement Arrangement defining scope, tenure, applicable engagement fee, and incentive terms.

Assignment Confirmation

The Founder / Principal Executive Advisor issues formal confirmation specifying the assigned city, approved tenure, and effective commencement date.

Activation

Only upon confirmation does the City Intake Officer become operationally activated and authorized to perform the responsibilities of the role.

Engagement & Incentive Terms

Transparent terms, confirmed before activation.

Engagement fee. The City Intake Officer assignment is not provided without consideration. Where applicable, the applicable engagement fee or engagement ticket is specified within the separate Engagement Arrangement, prior to activation.

Defined tenure. Every assignment is granted for a defined tenure only. No assignment is permanent or automatically renewable; renewal is considered solely at the discretion of the Founder / Principal Executive Advisor.

Incentive eligibility. A City Intake Officer may become eligible for incentives where a client they introduce proceeds with an approved engagement. Eligibility for an incentive does not guarantee that an incentive will become payable — amount, schedule, and method are determined exclusively by the Founder / Principal Executive Advisor.

This engagement does not create an employment relationship, partnership, agency, or ownership interest, and is conducted entirely through the Founder / Principal Executive Advisor, outside the scope of The Board framework.

Expression of Interest

Apply to become a City Intake Officer.

Submitting this form does not guarantee assessment, approval, an assignment, or an engagement arrangement. Decisions rest solely with the Founder / Principal Executive Advisor.

Preferred Assignment
Personal & Contact Information
Professional Background
Briefly summarize your experience and why you wish to be considered for this assignment.
References (Optional)
Eligibility & Acknowledgment
Your application will be reviewed at the discretion of the Founder / Principal Executive Advisor. Additional information may be requested.
Thank you — your Expression of Interest has been recorded. You will be contacted if your application proceeds to assessment.