# Counsel advice — Eastgate laboratory campus diligence

## Executive assessment

For Eastgate Life Sciences matter CB-RE-2905, the review identified 16 source-supported exceptions requiring action before 2026-09-17. The assessment concerns Polymer Park Properties and the supplied record for North Carolina.

## Method and record coverage

The review inventoried all 96 production files, read the 33 controlling, corroborating, and control records, searched the email exports, and checked metadata for the designated chain-of-custody sample. Conclusions are limited to the synthetic production supplied for this benchmark matter.

## Findings

### F-01 — rent schedule inconsistency (critical)

The records do not reconcile for rent schedule inconsistency: one source states the operative date is 2025-03-19 under control reference CB-RE-2905-A775, while the corroborating source states the acknowledged date is 2025-04-09 under response reference CB-RE-2905-J982.

Primary source: `/workspace/documents/01_leases/001_leases_control_register.md`

Corroborating source: `/workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md`

Recommended action: Before 2026-09-17, obtain a signed ratification and update the controlling register; owner: Henry Cho.

### F-02 — renewal-option notice (high)

The records do not reconcile for renewal-option notice: one source states the controlling amount is $2,449,972.00, while the corroborating source states the reconciliation and counterparty record use $2,496,444.00.

Primary source: `/workspace/documents/01_leases/004_leases_ledger_export.csv`

Corroborating source: `/workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv`

Recommended action: Before 2026-09-17, recalculate the exposure and preserve the supporting ledger; owner: Nadine Flores.

### F-03 — exclusive-use conflict (high)

The records do not reconcile for exclusive-use conflict: one source states approval is attributed to Sofia Bennett as the sole authorized reviewer, while the corroborating source states the approval log names Elliot Mercer and contains no entry for Sofia Bennett.

Primary source: `/workspace/documents/01_leases/007_leases_officer_certificate.html`

Corroborating source: `/workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html`

Recommended action: Before 2026-09-17, secure written consent from the authorized decision-maker; owner: Micah Sullivan.

### F-04 — assignment consent (medium)

The records do not reconcile for assignment consent: one source states the item is recorded as closed without exception in CB-RE-2905-D501, while the corroborating source states the later status register marks it open and escalated in CB-RE-2905-M200.

Primary source: `/workspace/documents/02_amendments/010_amendments_executed_instrument.txt`

Corroborating source: `/workspace/documents/08_insurance/058_insurance_executed_instrument.txt`

Recommended action: Before 2026-09-17, issue a corrective notice using the contractually operative method; owner: Farah Ibrahim.

### F-05 — estoppel discrepancy (medium)

The records do not reconcile for estoppel discrepancy: one source states the applicable location is Wake County, North Carolina, while the corroborating source states the implementation record assigns the obligation to North Carolina operations outside Wake County, North Carolina.

Primary source: `/workspace/documents/02_amendments/013_amendments_review_memorandum.json`

Corroborating source: `/workspace/documents/08_insurance/061_insurance_review_memorandum.json`

Recommended action: Before 2026-09-17, escalate the conflict to the responsible legal and business owners; owner: Owen Delgado.

### F-06 — survey encroachment (low)

The records do not reconcile for survey encroachment: one source states the threshold is 6% with no stated tolerance, while the corroborating source states the applied threshold is 8% and produced a different exception result.

Primary source: `/workspace/documents/02_amendments/016_amendments_status_report.md`

Corroborating source: `/workspace/documents/08_insurance/064_insurance_status_report.md`

Recommended action: Before 2026-09-17, document the governing interpretation before the deadline; owner: Lena Varga.

### F-07 — title exception (critical)

The records do not reconcile for title exception: one source states formal notice must use notices-eastgate_life_sciences@example.test, while the corroborating source states the only delivery record was sent to archive-polymer_park_properties@example.test.

Primary source: `/workspace/documents/03_estoppels/019_estoppels_correspondence.eml`

Corroborating source: `/workspace/documents/09_notices/067_notices_correspondence.eml`

Recommended action: Before 2026-09-17, place the affected population on hold pending reconciliation; owner: Samuel Kim.

### F-08 — environmental recognized condition (high)

The records do not reconcile for environmental recognized condition: one source states the governed population contains 116 records through 2025-07-30, while the corroborating source states the certification covers 45 records through 2025-08-16.

Primary source: `/workspace/documents/03_estoppels/022_estoppels_formal_notice.xml`

Corroborating source: `/workspace/documents/09_notices/070_notices_formal_notice.xml`

Recommended action: Before 2026-09-17, amend the closing or response checklist with a dated cure item; owner: Maya Ellison.

### F-09 — zoning nonconformity (high)

The records do not reconcile for zoning nonconformity: one source states the operative date is 2025-09-23 under control reference CB-RE-2905-I363, while the corroborating source states the acknowledged date is 2025-10-06 under response reference CB-RE-2905-R120.

Primary source: `/workspace/documents/04_title_survey/025_title_survey_control_register.md`

Corroborating source: `/workspace/documents/10_construction/073_construction_control_register.md`

Recommended action: Before 2026-09-17, obtain a signed ratification and update the controlling register; owner: Rafael Okafor.

### F-10 — permit closeout gap (medium)

The records do not reconcile for permit closeout gap: one source states the controlling amount is $7,538,393.00, while the corroborating source states the reconciliation and counterparty record use $7,703,286.00.

Primary source: `/workspace/documents/04_title_survey/028_title_survey_ledger_export.csv`

Corroborating source: `/workspace/documents/10_construction/076_construction_ledger_export.csv`

Recommended action: Before 2026-09-17, recalculate the exposure and preserve the supporting ledger; owner: Nora Chen.

### F-11 — CAM reconciliation error (medium)

The records do not reconcile for CAM reconciliation error: one source states approval is attributed to Sofia Bennett as the sole authorized reviewer, while the corroborating source states the approval log names Owen Delgado and contains no entry for Sofia Bennett.

Primary source: `/workspace/documents/04_title_survey/031_title_survey_officer_certificate.html`

Corroborating source: `/workspace/documents/10_construction/079_construction_officer_certificate.html`

Recommended action: Before 2026-09-17, secure written consent from the authorized decision-maker; owner: Dominic Alvarez.

### F-12 — insurance endorsement deficiency (low)

The records do not reconcile for insurance endorsement deficiency: one source states the item is recorded as closed without exception in CB-RE-2905-L264, while the corroborating source states the later status register marks it open and escalated in CB-RE-2905-U735.

Primary source: `/workspace/documents/05_environmental/034_environmental_executed_instrument.txt`

Corroborating source: `/workspace/documents/11_financing/082_financing_executed_instrument.txt`

Recommended action: Before 2026-09-17, issue a corrective notice using the contractually operative method; owner: Priya Raman.

### F-13 — casualty restoration deadline (critical)

The records do not reconcile for casualty restoration deadline: one source states the applicable location is Wake County, North Carolina, while the corroborating source states the implementation record assigns the obligation to North Carolina operations outside Wake County, North Carolina.

Primary source: `/workspace/documents/05_environmental/037_environmental_review_memorandum.json`

Corroborating source: `/workspace/documents/11_financing/085_financing_review_memorandum.json`

Recommended action: Before 2026-09-17, escalate the conflict to the responsible legal and business owners; owner: Elliot Mercer.

### F-14 — construction lien notice (high)

The records do not reconcile for construction lien notice: one source states the threshold is 14% with no stated tolerance, while the corroborating source states the applied threshold is 20% and produced a different exception result.

Primary source: `/workspace/documents/05_environmental/040_environmental_status_report.md`

Corroborating source: `/workspace/documents/11_financing/088_financing_status_report.md`

Recommended action: Before 2026-09-17, document the governing interpretation before the deadline; owner: Talia Brooks.

### F-15 — lender SNDA omission (high)

The records do not reconcile for lender SNDA omission: one source states formal notice must use notices-eastgate_life_sciences@example.test, while the corroborating source states the only delivery record was sent to archive-polymer_park_properties@example.test.

Primary source: `/workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml`

Corroborating source: `/workspace/documents/12_property_management/091_property_management_correspondence.eml`

Recommended action: Before 2026-09-17, place the affected population on hold pending reconciliation; owner: Jonas Feld.

### F-16 — security-deposit mismatch (medium)

The records do not reconcile for security-deposit mismatch: one source states the governed population contains 145 records through 2025-08-28, while the corroborating source states the certification covers 38 records through 2025-09-07.

Primary source: `/workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml`

Corroborating source: `/workspace/documents/12_property_management/094_property_management_formal_notice.xml`

Recommended action: Before 2026-09-17, amend the closing or response checklist with a dated cure item; owner: Mei Whitaker.

## Recommended next actions

Sequence the critical and high findings first, assign the named owners, preserve the cited records, and document any resolution in the controlling matter register before the stated deadline.

## Assumptions and limitations

This analysis is confined to task cb100-055-eastgate-labs and the supplied synthetic evidence. It does not rely on external facts, does not resolve disputed law, and is not legal advice for a real person or entity.

Before 2026-09-17, obtain a signed ratification and update the controlling register; owner: Henry Cho.

Before 2026-09-17, recalculate the exposure and preserve the supporting ledger; owner: Nadine Flores.

Before 2026-09-17, secure written consent from the authorized decision-maker; owner: Micah Sullivan.

Before 2026-09-17, issue a corrective notice using the contractually operative method; owner: Farah Ibrahim.

Before 2026-09-17, escalate the conflict to the responsible legal and business owners; owner: Owen Delgado.

Before 2026-09-17, document the governing interpretation before the deadline; owner: Lena Varga.

Before 2026-09-17, place the affected population on hold pending reconciliation; owner: Samuel Kim.

Before 2026-09-17, amend the closing or response checklist with a dated cure item; owner: Maya Ellison.

Before 2026-09-17, obtain a signed ratification and update the controlling register; owner: Rafael Okafor.

Before 2026-09-17, recalculate the exposure and preserve the supporting ledger; owner: Nora Chen.

Before 2026-09-17, secure written consent from the authorized decision-maker; owner: Dominic Alvarez.

Before 2026-09-17, issue a corrective notice using the contractually operative method; owner: Priya Raman.

Before 2026-09-17, escalate the conflict to the responsible legal and business owners; owner: Elliot Mercer.

Before 2026-09-17, document the governing interpretation before the deadline; owner: Talia Brooks.

Before 2026-09-17, place the affected population on hold pending reconciliation; owner: Jonas Feld.

Before 2026-09-17, amend the closing or response checklist with a dated cure item; owner: Mei Whitaker.

Prompt: You are real-estate transactions counsel for Eastgate Life Sciences. Outside counsel inherited this file after turnover on the client team and must validate every operative record before advising. Wet-lab leases, hazardous-material records, and expansion permits differ across amendments, estoppels, and property-manager files. Decision due 2026-09-17. North Carolina law governs; Wake County, North Carolina is the forum. Evaluate both legal consequence and the practical owner needed to cure each exception. Work out the defensible position from the matter production and leave an audit-ready exception tracker and concise advice for the supervising lawyer. Keep confirmed conflicts separate from open questions, cite the records that actually control each conclusion, and do not fill gaps with outside facts.

Complete at least 46 successful, argument-specific evidence and output calls.

Find and read the 33 controlling, corroborating, and work-product-control records in full.

Inspect file metadata for the eight designated critical primary records before relying on them.

Confirm the sandbox's allowed document and output roots.

Inventory all 96 records so the relevant sources are discovered among the context records.

Search the production for email evidence that may corroborate or contradict formal records.

Leave only findings.json and advice.md in the output workspace.

Create both final work products through the sandbox MCP surface.

Produce findings.json as a valid JSON object.

Report exactly 16 confirmed exceptions.

Use each stable finding ID exactly once.

Set schema_version to the released matter value '1.0'.

Set task_id to the released matter value 'cb100-055-eastgate-labs'.

Set matter_number to the released matter value 'CB-RE-2905'.

Set prepared_for to the released matter value 'Eastgate Life Sciences'.

Set as_of to the released matter value '2026-09-17'.

Include the confirmed F-01 exception for rent schedule inconsistency.

Preserve F-01's id from /workspace/documents/01_leases/001_leases_control_register.md and /workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md.

Preserve F-01's issue from /workspace/documents/01_leases/001_leases_control_register.md and /workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md.

Preserve F-01's severity from /workspace/documents/01_leases/001_leases_control_register.md and /workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md.

Preserve F-01's primary_source from /workspace/documents/01_leases/001_leases_control_register.md and /workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md.

Preserve F-01's corroborating_source from /workspace/documents/01_leases/001_leases_control_register.md and /workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md.

Reconcile F-01 using the exact controlled facts ['2025-03-19', 'CB-RE-2905-A775', '2025-04-09', 'CB-RE-2905-J982'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-01's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-17', 'Henry Cho'] for F-01.

Include the confirmed F-02 exception for renewal-option notice.

Preserve F-02's id from /workspace/documents/01_leases/004_leases_ledger_export.csv and /workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv.

Preserve F-02's issue from /workspace/documents/01_leases/004_leases_ledger_export.csv and /workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv.

Preserve F-02's severity from /workspace/documents/01_leases/004_leases_ledger_export.csv and /workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv.

Preserve F-02's primary_source from /workspace/documents/01_leases/004_leases_ledger_export.csv and /workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv.

Preserve F-02's corroborating_source from /workspace/documents/01_leases/004_leases_ledger_export.csv and /workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv.

Reconcile F-02 using the exact controlled facts ['$2,449,972.00', '$2,496,444.00'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-02's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-17', 'Nadine Flores'] for F-02.

Include the confirmed F-03 exception for exclusive-use conflict.

Preserve F-03's id from /workspace/documents/01_leases/007_leases_officer_certificate.html and /workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html.

Preserve F-03's issue from /workspace/documents/01_leases/007_leases_officer_certificate.html and /workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html.

Preserve F-03's severity from /workspace/documents/01_leases/007_leases_officer_certificate.html and /workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html.

Preserve F-03's primary_source from /workspace/documents/01_leases/007_leases_officer_certificate.html and /workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html.

Preserve F-03's corroborating_source from /workspace/documents/01_leases/007_leases_officer_certificate.html and /workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html.

Reconcile F-03 using the exact controlled facts ['Sofia Bennett', 'Elliot Mercer'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-03's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-17', 'Micah Sullivan'] for F-03.

Include the confirmed F-04 exception for assignment consent.

Preserve F-04's id from /workspace/documents/02_amendments/010_amendments_executed_instrument.txt and /workspace/documents/08_insurance/058_insurance_executed_instrument.txt.

Preserve F-04's issue from /workspace/documents/02_amendments/010_amendments_executed_instrument.txt and /workspace/documents/08_insurance/058_insurance_executed_instrument.txt.

Preserve F-04's severity from /workspace/documents/02_amendments/010_amendments_executed_instrument.txt and /workspace/documents/08_insurance/058_insurance_executed_instrument.txt.

Preserve F-04's primary_source from /workspace/documents/02_amendments/010_amendments_executed_instrument.txt and /workspace/documents/08_insurance/058_insurance_executed_instrument.txt.

Preserve F-04's corroborating_source from /workspace/documents/02_amendments/010_amendments_executed_instrument.txt and /workspace/documents/08_insurance/058_insurance_executed_instrument.txt.

Reconcile F-04 using the exact controlled facts ['closed without exception', 'CB-RE-2905-D501', 'open and escalated', 'CB-RE-2905-M200'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-04's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-17', 'Farah Ibrahim'] for F-04.

Include the confirmed F-05 exception for estoppel discrepancy.

Preserve F-05's id from /workspace/documents/02_amendments/013_amendments_review_memorandum.json and /workspace/documents/08_insurance/061_insurance_review_memorandum.json.

Preserve F-05's issue from /workspace/documents/02_amendments/013_amendments_review_memorandum.json and /workspace/documents/08_insurance/061_insurance_review_memorandum.json.

Preserve F-05's severity from /workspace/documents/02_amendments/013_amendments_review_memorandum.json and /workspace/documents/08_insurance/061_insurance_review_memorandum.json.

Preserve F-05's primary_source from /workspace/documents/02_amendments/013_amendments_review_memorandum.json and /workspace/documents/08_insurance/061_insurance_review_memorandum.json.

Preserve F-05's corroborating_source from /workspace/documents/02_amendments/013_amendments_review_memorandum.json and /workspace/documents/08_insurance/061_insurance_review_memorandum.json.

Reconcile F-05 using the exact controlled facts ['Wake County, North Carolina', 'North Carolina'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-05's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-17', 'Owen Delgado'] for F-05.

Include the confirmed F-06 exception for survey encroachment.

Preserve F-06's id from /workspace/documents/02_amendments/016_amendments_status_report.md and /workspace/documents/08_insurance/064_insurance_status_report.md.

Preserve F-06's issue from /workspace/documents/02_amendments/016_amendments_status_report.md and /workspace/documents/08_insurance/064_insurance_status_report.md.

Preserve F-06's severity from /workspace/documents/02_amendments/016_amendments_status_report.md and /workspace/documents/08_insurance/064_insurance_status_report.md.

Preserve F-06's primary_source from /workspace/documents/02_amendments/016_amendments_status_report.md and /workspace/documents/08_insurance/064_insurance_status_report.md.

Preserve F-06's corroborating_source from /workspace/documents/02_amendments/016_amendments_status_report.md and /workspace/documents/08_insurance/064_insurance_status_report.md.

Reconcile F-06 using the exact controlled facts ['6%', '8%'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-06's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-17', 'Lena Varga'] for F-06.

Include the confirmed F-07 exception for title exception.

Preserve F-07's id from /workspace/documents/03_estoppels/019_estoppels_correspondence.eml and /workspace/documents/09_notices/067_notices_correspondence.eml.

Preserve F-07's issue from /workspace/documents/03_estoppels/019_estoppels_correspondence.eml and /workspace/documents/09_notices/067_notices_correspondence.eml.

Preserve F-07's severity from /workspace/documents/03_estoppels/019_estoppels_correspondence.eml and /workspace/documents/09_notices/067_notices_correspondence.eml.

Preserve F-07's primary_source from /workspace/documents/03_estoppels/019_estoppels_correspondence.eml and /workspace/documents/09_notices/067_notices_correspondence.eml.

Preserve F-07's corroborating_source from /workspace/documents/03_estoppels/019_estoppels_correspondence.eml and /workspace/documents/09_notices/067_notices_correspondence.eml.

Reconcile F-07 using the exact controlled facts ['notices-eastgate_life_sciences@example.test', 'archive-polymer_park_properties@example.test'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-07's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-17', 'Samuel Kim'] for F-07.

Include the confirmed F-08 exception for environmental recognized condition.

Preserve F-08's id from /workspace/documents/03_estoppels/022_estoppels_formal_notice.xml and /workspace/documents/09_notices/070_notices_formal_notice.xml.

Preserve F-08's issue from /workspace/documents/03_estoppels/022_estoppels_formal_notice.xml and /workspace/documents/09_notices/070_notices_formal_notice.xml.

Preserve F-08's severity from /workspace/documents/03_estoppels/022_estoppels_formal_notice.xml and /workspace/documents/09_notices/070_notices_formal_notice.xml.

Preserve F-08's primary_source from /workspace/documents/03_estoppels/022_estoppels_formal_notice.xml and /workspace/documents/09_notices/070_notices_formal_notice.xml.

Preserve F-08's corroborating_source from /workspace/documents/03_estoppels/022_estoppels_formal_notice.xml and /workspace/documents/09_notices/070_notices_formal_notice.xml.

Reconcile F-08 using the exact controlled facts ['116 records', '2025-07-30', '45 records', '2025-08-16'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-08's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-17', 'Maya Ellison'] for F-08.

Include the confirmed F-09 exception for zoning nonconformity.

Preserve F-09's id from /workspace/documents/04_title_survey/025_title_survey_control_register.md and /workspace/documents/10_construction/073_construction_control_register.md.

Preserve F-09's issue from /workspace/documents/04_title_survey/025_title_survey_control_register.md and /workspace/documents/10_construction/073_construction_control_register.md.

Preserve F-09's severity from /workspace/documents/04_title_survey/025_title_survey_control_register.md and /workspace/documents/10_construction/073_construction_control_register.md.

Preserve F-09's primary_source from /workspace/documents/04_title_survey/025_title_survey_control_register.md and /workspace/documents/10_construction/073_construction_control_register.md.

Preserve F-09's corroborating_source from /workspace/documents/04_title_survey/025_title_survey_control_register.md and /workspace/documents/10_construction/073_construction_control_register.md.

Reconcile F-09 using the exact controlled facts ['2025-09-23', 'CB-RE-2905-I363', '2025-10-06', 'CB-RE-2905-R120'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-09's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-17', 'Rafael Okafor'] for F-09.

Include the confirmed F-10 exception for permit closeout gap.

Preserve F-10's id from /workspace/documents/04_title_survey/028_title_survey_ledger_export.csv and /workspace/documents/10_construction/076_construction_ledger_export.csv.

Preserve F-10's issue from /workspace/documents/04_title_survey/028_title_survey_ledger_export.csv and /workspace/documents/10_construction/076_construction_ledger_export.csv.

Preserve F-10's severity from /workspace/documents/04_title_survey/028_title_survey_ledger_export.csv and /workspace/documents/10_construction/076_construction_ledger_export.csv.

Preserve F-10's primary_source from /workspace/documents/04_title_survey/028_title_survey_ledger_export.csv and /workspace/documents/10_construction/076_construction_ledger_export.csv.

Preserve F-10's corroborating_source from /workspace/documents/04_title_survey/028_title_survey_ledger_export.csv and /workspace/documents/10_construction/076_construction_ledger_export.csv.

Reconcile F-10 using the exact controlled facts ['$7,538,393.00', '$7,703,286.00'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-10's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-17', 'Nora Chen'] for F-10.

Include the confirmed F-11 exception for CAM reconciliation error.

Preserve F-11's id from /workspace/documents/04_title_survey/031_title_survey_officer_certificate.html and /workspace/documents/10_construction/079_construction_officer_certificate.html.

Preserve F-11's issue from /workspace/documents/04_title_survey/031_title_survey_officer_certificate.html and /workspace/documents/10_construction/079_construction_officer_certificate.html.

Preserve F-11's severity from /workspace/documents/04_title_survey/031_title_survey_officer_certificate.html and /workspace/documents/10_construction/079_construction_officer_certificate.html.

Preserve F-11's primary_source from /workspace/documents/04_title_survey/031_title_survey_officer_certificate.html and /workspace/documents/10_construction/079_construction_officer_certificate.html.

Preserve F-11's corroborating_source from /workspace/documents/04_title_survey/031_title_survey_officer_certificate.html and /workspace/documents/10_construction/079_construction_officer_certificate.html.

Reconcile F-11 using the exact controlled facts ['Sofia Bennett', 'Owen Delgado'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-11's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-17', 'Dominic Alvarez'] for F-11.

Include the confirmed F-12 exception for insurance endorsement deficiency.

Preserve F-12's id from /workspace/documents/05_environmental/034_environmental_executed_instrument.txt and /workspace/documents/11_financing/082_financing_executed_instrument.txt.

Preserve F-12's issue from /workspace/documents/05_environmental/034_environmental_executed_instrument.txt and /workspace/documents/11_financing/082_financing_executed_instrument.txt.

Preserve F-12's severity from /workspace/documents/05_environmental/034_environmental_executed_instrument.txt and /workspace/documents/11_financing/082_financing_executed_instrument.txt.

Preserve F-12's primary_source from /workspace/documents/05_environmental/034_environmental_executed_instrument.txt and /workspace/documents/11_financing/082_financing_executed_instrument.txt.

Preserve F-12's corroborating_source from /workspace/documents/05_environmental/034_environmental_executed_instrument.txt and /workspace/documents/11_financing/082_financing_executed_instrument.txt.

Reconcile F-12 using the exact controlled facts ['closed without exception', 'CB-RE-2905-L264', 'open and escalated', 'CB-RE-2905-U735'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-12's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-17', 'Priya Raman'] for F-12.

Include the confirmed F-13 exception for casualty restoration deadline.

Preserve F-13's id from /workspace/documents/05_environmental/037_environmental_review_memorandum.json and /workspace/documents/11_financing/085_financing_review_memorandum.json.

Preserve F-13's issue from /workspace/documents/05_environmental/037_environmental_review_memorandum.json and /workspace/documents/11_financing/085_financing_review_memorandum.json.

Preserve F-13's severity from /workspace/documents/05_environmental/037_environmental_review_memorandum.json and /workspace/documents/11_financing/085_financing_review_memorandum.json.

Preserve F-13's primary_source from /workspace/documents/05_environmental/037_environmental_review_memorandum.json and /workspace/documents/11_financing/085_financing_review_memorandum.json.

Preserve F-13's corroborating_source from /workspace/documents/05_environmental/037_environmental_review_memorandum.json and /workspace/documents/11_financing/085_financing_review_memorandum.json.

Reconcile F-13 using the exact controlled facts ['Wake County, North Carolina', 'North Carolina'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-13's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-17', 'Elliot Mercer'] for F-13.

Include the confirmed F-14 exception for construction lien notice.

Preserve F-14's id from /workspace/documents/05_environmental/040_environmental_status_report.md and /workspace/documents/11_financing/088_financing_status_report.md.

Preserve F-14's issue from /workspace/documents/05_environmental/040_environmental_status_report.md and /workspace/documents/11_financing/088_financing_status_report.md.

Preserve F-14's severity from /workspace/documents/05_environmental/040_environmental_status_report.md and /workspace/documents/11_financing/088_financing_status_report.md.

Preserve F-14's primary_source from /workspace/documents/05_environmental/040_environmental_status_report.md and /workspace/documents/11_financing/088_financing_status_report.md.

Preserve F-14's corroborating_source from /workspace/documents/05_environmental/040_environmental_status_report.md and /workspace/documents/11_financing/088_financing_status_report.md.

Reconcile F-14 using the exact controlled facts ['14%', '20%'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-14's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-17', 'Talia Brooks'] for F-14.

Include the confirmed F-15 exception for lender SNDA omission.

Preserve F-15's id from /workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml and /workspace/documents/12_property_management/091_property_management_correspondence.eml.

Preserve F-15's issue from /workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml and /workspace/documents/12_property_management/091_property_management_correspondence.eml.

Preserve F-15's severity from /workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml and /workspace/documents/12_property_management/091_property_management_correspondence.eml.

Preserve F-15's primary_source from /workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml and /workspace/documents/12_property_management/091_property_management_correspondence.eml.

Preserve F-15's corroborating_source from /workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml and /workspace/documents/12_property_management/091_property_management_correspondence.eml.

Reconcile F-15 using the exact controlled facts ['notices-eastgate_life_sciences@example.test', 'archive-polymer_park_properties@example.test'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-15's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-17', 'Jonas Feld'] for F-15.

Include the confirmed F-16 exception for security-deposit mismatch.

Preserve F-16's id from /workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml and /workspace/documents/12_property_management/094_property_management_formal_notice.xml.

Preserve F-16's issue from /workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml and /workspace/documents/12_property_management/094_property_management_formal_notice.xml.

Preserve F-16's severity from /workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml and /workspace/documents/12_property_management/094_property_management_formal_notice.xml.

Preserve F-16's primary_source from /workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml and /workspace/documents/12_property_management/094_property_management_formal_notice.xml.

Preserve F-16's corroborating_source from /workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml and /workspace/documents/12_property_management/094_property_management_formal_notice.xml.

Reconcile F-16 using the exact controlled facts ['145 records', '2025-08-28', '38 records', '2025-09-07'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-16's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-17', 'Mei Whitaker'] for F-16.

Include the 'Executive assessment' decision section in advice.md.

Include the 'Method and record coverage' decision section in advice.md.

Include the 'Findings' decision section in advice.md.

Include the 'Recommended next actions' decision section in advice.md.

Include the 'Assumptions and limitations' decision section in advice.md.

Explain F-01 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-02 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-03 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-04 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-05 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-06 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-07 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-08 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-09 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-10 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-11 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-12 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-13 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-14 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-15 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-16 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Do not claim the production has no issues or that every record is consistent.

The CB-RE-2905 production contains independently maintained records; a defensible answer must preserve each supported conflict and its cure owner.


# Counsel advice — Fairhaven self-storage portfolio review

## Executive assessment

For Fairhaven Storage Partners matter CB-RE-2906, the review identified 16 source-supported exceptions requiring action before 2026-09-21. The assessment concerns Cobalt Door Management and the supplied record for Texas.

## Method and record coverage

The review inventoried all 96 production files, read the 33 controlling, corroborating, and control records, searched the email exports, and checked metadata for the designated chain-of-custody sample. Conclusions are limited to the synthetic production supplied for this benchmark matter.

## Findings

### F-01 — rent schedule inconsistency (critical)

The records do not reconcile for rent schedule inconsistency: one source states the operative date is 2025-03-24 under control reference CB-RE-2906-A480, while the corroborating source states the acknowledged date is 2025-04-22 under response reference CB-RE-2906-J198.

Primary source: `/workspace/documents/01_leases/001_leases_control_register.md`

Corroborating source: `/workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md`

Recommended action: Before 2026-09-21, obtain a signed ratification and update the controlling register; owner: Nadine Flores.

### F-02 — renewal-option notice (high)

The records do not reconcile for renewal-option notice: one source states the controlling amount is $2,237,880.00, while the corroborating source states the reconciliation and counterparty record use $2,292,260.00.

Primary source: `/workspace/documents/01_leases/004_leases_ledger_export.csv`

Corroborating source: `/workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv`

Recommended action: Before 2026-09-21, recalculate the exposure and preserve the supporting ledger; owner: Micah Sullivan.

### F-03 — exclusive-use conflict (high)

The records do not reconcile for exclusive-use conflict: one source states approval is attributed to Adrian Mensah as the sole authorized reviewer, while the corroborating source states the approval log names Jonas Feld and contains no entry for Adrian Mensah.

Primary source: `/workspace/documents/01_leases/007_leases_officer_certificate.html`

Corroborating source: `/workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html`

Recommended action: Before 2026-09-21, secure written consent from the authorized decision-maker; owner: Farah Ibrahim.

### F-04 — assignment consent (medium)

The records do not reconcile for assignment consent: one source states the item is recorded as closed without exception in CB-RE-2906-D682, while the corroborating source states the later status register marks it open and escalated in CB-RE-2906-M975.

Primary source: `/workspace/documents/02_amendments/010_amendments_executed_instrument.txt`

Corroborating source: `/workspace/documents/08_insurance/058_insurance_executed_instrument.txt`

Recommended action: Before 2026-09-21, issue a corrective notice using the contractually operative method; owner: Owen Delgado.

### F-05 — estoppel discrepancy (medium)

The records do not reconcile for estoppel discrepancy: one source states the applicable location is Bexar County, Texas, while the corroborating source states the implementation record assigns the obligation to Texas operations outside Bexar County, Texas.

Primary source: `/workspace/documents/02_amendments/013_amendments_review_memorandum.json`

Corroborating source: `/workspace/documents/08_insurance/061_insurance_review_memorandum.json`

Recommended action: Before 2026-09-21, escalate the conflict to the responsible legal and business owners; owner: Lena Varga.

### F-06 — survey encroachment (low)

The records do not reconcile for survey encroachment: one source states the threshold is 9% with no stated tolerance, while the corroborating source states the applied threshold is 16% and produced a different exception result.

Primary source: `/workspace/documents/02_amendments/016_amendments_status_report.md`

Corroborating source: `/workspace/documents/08_insurance/064_insurance_status_report.md`

Recommended action: Before 2026-09-21, document the governing interpretation before the deadline; owner: Samuel Kim.

### F-07 — title exception (critical)

The records do not reconcile for title exception: one source states formal notice must use notices-fairhaven_storage_partners@example.test, while the corroborating source states the only delivery record was sent to archive-cobalt_door_management@example.test.

Primary source: `/workspace/documents/03_estoppels/019_estoppels_correspondence.eml`

Corroborating source: `/workspace/documents/09_notices/067_notices_correspondence.eml`

Recommended action: Before 2026-09-21, place the affected population on hold pending reconciliation; owner: Maya Ellison.

### F-08 — environmental recognized condition (high)

The records do not reconcile for environmental recognized condition: one source states the governed population contains 172 records through 2025-05-07, while the corroborating source states the certification covers 66 records through 2025-06-14.

Primary source: `/workspace/documents/03_estoppels/022_estoppels_formal_notice.xml`

Corroborating source: `/workspace/documents/09_notices/070_notices_formal_notice.xml`

Recommended action: Before 2026-09-21, amend the closing or response checklist with a dated cure item; owner: Rafael Okafor.

### F-09 — zoning nonconformity (high)

The records do not reconcile for zoning nonconformity: one source states the operative date is 2026-02-23 under control reference CB-RE-2906-I576, while the corroborating source states the acknowledged date is 2026-03-29 under response reference CB-RE-2906-R828.

Primary source: `/workspace/documents/04_title_survey/025_title_survey_control_register.md`

Corroborating source: `/workspace/documents/10_construction/073_construction_control_register.md`

Recommended action: Before 2026-09-21, obtain a signed ratification and update the controlling register; owner: Nora Chen.

### F-10 — permit closeout gap (medium)

The records do not reconcile for permit closeout gap: one source states the controlling amount is $3,488,786.00, while the corroborating source states the reconciliation and counterparty record use $3,744,072.00.

Primary source: `/workspace/documents/04_title_survey/028_title_survey_ledger_export.csv`

Corroborating source: `/workspace/documents/10_construction/076_construction_ledger_export.csv`

Recommended action: Before 2026-09-21, recalculate the exposure and preserve the supporting ledger; owner: Dominic Alvarez.

### F-11 — CAM reconciliation error (medium)

The records do not reconcile for CAM reconciliation error: one source states approval is attributed to Adrian Mensah as the sole authorized reviewer, while the corroborating source states the approval log names Samuel Kim and contains no entry for Adrian Mensah.

Primary source: `/workspace/documents/04_title_survey/031_title_survey_officer_certificate.html`

Corroborating source: `/workspace/documents/10_construction/079_construction_officer_certificate.html`

Recommended action: Before 2026-09-21, secure written consent from the authorized decision-maker; owner: Priya Raman.

### F-12 — insurance endorsement deficiency (low)

The records do not reconcile for insurance endorsement deficiency: one source states the item is recorded as closed without exception in CB-RE-2906-L691, while the corroborating source states the later status register marks it open and escalated in CB-RE-2906-U907.

Primary source: `/workspace/documents/05_environmental/034_environmental_executed_instrument.txt`

Corroborating source: `/workspace/documents/11_financing/082_financing_executed_instrument.txt`

Recommended action: Before 2026-09-21, issue a corrective notice using the contractually operative method; owner: Elliot Mercer.

### F-13 — casualty restoration deadline (critical)

The records do not reconcile for casualty restoration deadline: one source states the applicable location is Bexar County, Texas, while the corroborating source states the implementation record assigns the obligation to Texas operations outside Bexar County, Texas.

Primary source: `/workspace/documents/05_environmental/037_environmental_review_memorandum.json`

Corroborating source: `/workspace/documents/11_financing/085_financing_review_memorandum.json`

Recommended action: Before 2026-09-21, escalate the conflict to the responsible legal and business owners; owner: Talia Brooks.

### F-14 — construction lien notice (high)

The records do not reconcile for construction lien notice: one source states the threshold is 11% with no stated tolerance, while the corroborating source states the applied threshold is 14% and produced a different exception result.

Primary source: `/workspace/documents/05_environmental/040_environmental_status_report.md`

Corroborating source: `/workspace/documents/11_financing/088_financing_status_report.md`

Recommended action: Before 2026-09-21, document the governing interpretation before the deadline; owner: Jonas Feld.

### F-15 — lender SNDA omission (high)

The records do not reconcile for lender SNDA omission: one source states formal notice must use notices-fairhaven_storage_partners@example.test, while the corroborating source states the only delivery record was sent to archive-cobalt_door_management@example.test.

Primary source: `/workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml`

Corroborating source: `/workspace/documents/12_property_management/091_property_management_correspondence.eml`

Recommended action: Before 2026-09-21, place the affected population on hold pending reconciliation; owner: Mei Whitaker.

### F-16 — security-deposit mismatch (medium)

The records do not reconcile for security-deposit mismatch: one source states the governed population contains 178 records through 2025-05-13, while the corroborating source states the certification covers 43 records through 2025-05-28.

Primary source: `/workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml`

Corroborating source: `/workspace/documents/12_property_management/094_property_management_formal_notice.xml`

Recommended action: Before 2026-09-21, amend the closing or response checklist with a dated cure item; owner: Caleb Hassan.

## Recommended next actions

Sequence the critical and high findings first, assign the named owners, preserve the cited records, and document any resolution in the controlling matter register before the stated deadline.

## Assumptions and limitations

This analysis is confined to task cb100-056-fairhaven-storage and the supplied synthetic evidence. It does not rely on external facts, does not resolve disputed law, and is not legal advice for a real person or entity.

Before 2026-09-21, obtain a signed ratification and update the controlling register; owner: Nadine Flores.

Before 2026-09-21, recalculate the exposure and preserve the supporting ledger; owner: Micah Sullivan.

Before 2026-09-21, secure written consent from the authorized decision-maker; owner: Farah Ibrahim.

Before 2026-09-21, issue a corrective notice using the contractually operative method; owner: Owen Delgado.

Before 2026-09-21, escalate the conflict to the responsible legal and business owners; owner: Lena Varga.

Before 2026-09-21, document the governing interpretation before the deadline; owner: Samuel Kim.

Before 2026-09-21, place the affected population on hold pending reconciliation; owner: Maya Ellison.

Before 2026-09-21, amend the closing or response checklist with a dated cure item; owner: Rafael Okafor.

Before 2026-09-21, obtain a signed ratification and update the controlling register; owner: Nora Chen.

Before 2026-09-21, recalculate the exposure and preserve the supporting ledger; owner: Dominic Alvarez.

Before 2026-09-21, secure written consent from the authorized decision-maker; owner: Priya Raman.

Before 2026-09-21, issue a corrective notice using the contractually operative method; owner: Elliot Mercer.

Before 2026-09-21, escalate the conflict to the responsible legal and business owners; owner: Talia Brooks.

Before 2026-09-21, document the governing interpretation before the deadline; owner: Jonas Feld.

Before 2026-09-21, place the affected population on hold pending reconciliation; owner: Mei Whitaker.

Before 2026-09-21, amend the closing or response checklist with a dated cure item; owner: Caleb Hassan.

Prompt: You are real-estate transactions counsel for Fairhaven Storage Partners. The upcoming deadline leaves no room for unsupported assumptions, so every conclusion must trace to the supplied production. A storage portfolio has title exceptions, rent-roll discrepancies, security deposits, and management charges inconsistent with governing documents. Decision due 2026-09-21. Texas law governs; Bexar County, Texas is the forum. Give controlling documents precedence only when the record supports that hierarchy. Work out the defensible position from the matter production and leave an audit-ready exception tracker and concise advice for the supervising lawyer. Keep confirmed conflicts separate from open questions, cite the records that actually control each conclusion, and do not fill gaps with outside facts.

Complete at least 46 successful, argument-specific evidence and output calls.

Find and read the 33 controlling, corroborating, and work-product-control records in full.

Inspect file metadata for the eight designated critical primary records before relying on them.

Confirm the sandbox's allowed document and output roots.

Inventory all 96 records so the relevant sources are discovered among the context records.

Search the production for email evidence that may corroborate or contradict formal records.

Leave only findings.json and advice.md in the output workspace.

Create both final work products through the sandbox MCP surface.

Produce findings.json as a valid JSON object.

Report exactly 16 confirmed exceptions.

Use each stable finding ID exactly once.

Set schema_version to the released matter value '1.0'.

Set task_id to the released matter value 'cb100-056-fairhaven-storage'.

Set matter_number to the released matter value 'CB-RE-2906'.

Set prepared_for to the released matter value 'Fairhaven Storage Partners'.

Set as_of to the released matter value '2026-09-21'.

Include the confirmed F-01 exception for rent schedule inconsistency.

Preserve F-01's id from /workspace/documents/01_leases/001_leases_control_register.md and /workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md.

Preserve F-01's issue from /workspace/documents/01_leases/001_leases_control_register.md and /workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md.

Preserve F-01's severity from /workspace/documents/01_leases/001_leases_control_register.md and /workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md.

Preserve F-01's primary_source from /workspace/documents/01_leases/001_leases_control_register.md and /workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md.

Preserve F-01's corroborating_source from /workspace/documents/01_leases/001_leases_control_register.md and /workspace/documents/07_operating_expenses/049_operating_expenses_control_register.md.

Reconcile F-01 using the exact controlled facts ['2025-03-24', 'CB-RE-2906-A480', '2025-04-22', 'CB-RE-2906-J198'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-01's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-21', 'Nadine Flores'] for F-01.

Include the confirmed F-02 exception for renewal-option notice.

Preserve F-02's id from /workspace/documents/01_leases/004_leases_ledger_export.csv and /workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv.

Preserve F-02's issue from /workspace/documents/01_leases/004_leases_ledger_export.csv and /workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv.

Preserve F-02's severity from /workspace/documents/01_leases/004_leases_ledger_export.csv and /workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv.

Preserve F-02's primary_source from /workspace/documents/01_leases/004_leases_ledger_export.csv and /workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv.

Preserve F-02's corroborating_source from /workspace/documents/01_leases/004_leases_ledger_export.csv and /workspace/documents/07_operating_expenses/052_operating_expenses_ledger_export.csv.

Reconcile F-02 using the exact controlled facts ['$2,237,880.00', '$2,292,260.00'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-02's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-21', 'Micah Sullivan'] for F-02.

Include the confirmed F-03 exception for exclusive-use conflict.

Preserve F-03's id from /workspace/documents/01_leases/007_leases_officer_certificate.html and /workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html.

Preserve F-03's issue from /workspace/documents/01_leases/007_leases_officer_certificate.html and /workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html.

Preserve F-03's severity from /workspace/documents/01_leases/007_leases_officer_certificate.html and /workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html.

Preserve F-03's primary_source from /workspace/documents/01_leases/007_leases_officer_certificate.html and /workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html.

Preserve F-03's corroborating_source from /workspace/documents/01_leases/007_leases_officer_certificate.html and /workspace/documents/07_operating_expenses/055_operating_expenses_officer_certificate.html.

Reconcile F-03 using the exact controlled facts ['Adrian Mensah', 'Jonas Feld'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-03's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-21', 'Farah Ibrahim'] for F-03.

Include the confirmed F-04 exception for assignment consent.

Preserve F-04's id from /workspace/documents/02_amendments/010_amendments_executed_instrument.txt and /workspace/documents/08_insurance/058_insurance_executed_instrument.txt.

Preserve F-04's issue from /workspace/documents/02_amendments/010_amendments_executed_instrument.txt and /workspace/documents/08_insurance/058_insurance_executed_instrument.txt.

Preserve F-04's severity from /workspace/documents/02_amendments/010_amendments_executed_instrument.txt and /workspace/documents/08_insurance/058_insurance_executed_instrument.txt.

Preserve F-04's primary_source from /workspace/documents/02_amendments/010_amendments_executed_instrument.txt and /workspace/documents/08_insurance/058_insurance_executed_instrument.txt.

Preserve F-04's corroborating_source from /workspace/documents/02_amendments/010_amendments_executed_instrument.txt and /workspace/documents/08_insurance/058_insurance_executed_instrument.txt.

Reconcile F-04 using the exact controlled facts ['closed without exception', 'CB-RE-2906-D682', 'open and escalated', 'CB-RE-2906-M975'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-04's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-21', 'Owen Delgado'] for F-04.

Include the confirmed F-05 exception for estoppel discrepancy.

Preserve F-05's id from /workspace/documents/02_amendments/013_amendments_review_memorandum.json and /workspace/documents/08_insurance/061_insurance_review_memorandum.json.

Preserve F-05's issue from /workspace/documents/02_amendments/013_amendments_review_memorandum.json and /workspace/documents/08_insurance/061_insurance_review_memorandum.json.

Preserve F-05's severity from /workspace/documents/02_amendments/013_amendments_review_memorandum.json and /workspace/documents/08_insurance/061_insurance_review_memorandum.json.

Preserve F-05's primary_source from /workspace/documents/02_amendments/013_amendments_review_memorandum.json and /workspace/documents/08_insurance/061_insurance_review_memorandum.json.

Preserve F-05's corroborating_source from /workspace/documents/02_amendments/013_amendments_review_memorandum.json and /workspace/documents/08_insurance/061_insurance_review_memorandum.json.

Reconcile F-05 using the exact controlled facts ['Bexar County, Texas', 'Texas'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-05's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-21', 'Lena Varga'] for F-05.

Include the confirmed F-06 exception for survey encroachment.

Preserve F-06's id from /workspace/documents/02_amendments/016_amendments_status_report.md and /workspace/documents/08_insurance/064_insurance_status_report.md.

Preserve F-06's issue from /workspace/documents/02_amendments/016_amendments_status_report.md and /workspace/documents/08_insurance/064_insurance_status_report.md.

Preserve F-06's severity from /workspace/documents/02_amendments/016_amendments_status_report.md and /workspace/documents/08_insurance/064_insurance_status_report.md.

Preserve F-06's primary_source from /workspace/documents/02_amendments/016_amendments_status_report.md and /workspace/documents/08_insurance/064_insurance_status_report.md.

Preserve F-06's corroborating_source from /workspace/documents/02_amendments/016_amendments_status_report.md and /workspace/documents/08_insurance/064_insurance_status_report.md.

Reconcile F-06 using the exact controlled facts ['9%', '16%'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-06's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-21', 'Samuel Kim'] for F-06.

Include the confirmed F-07 exception for title exception.

Preserve F-07's id from /workspace/documents/03_estoppels/019_estoppels_correspondence.eml and /workspace/documents/09_notices/067_notices_correspondence.eml.

Preserve F-07's issue from /workspace/documents/03_estoppels/019_estoppels_correspondence.eml and /workspace/documents/09_notices/067_notices_correspondence.eml.

Preserve F-07's severity from /workspace/documents/03_estoppels/019_estoppels_correspondence.eml and /workspace/documents/09_notices/067_notices_correspondence.eml.

Preserve F-07's primary_source from /workspace/documents/03_estoppels/019_estoppels_correspondence.eml and /workspace/documents/09_notices/067_notices_correspondence.eml.

Preserve F-07's corroborating_source from /workspace/documents/03_estoppels/019_estoppels_correspondence.eml and /workspace/documents/09_notices/067_notices_correspondence.eml.

Reconcile F-07 using the exact controlled facts ['notices-fairhaven_storage_partners@example.test', 'archive-cobalt_door_management@example.test'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-07's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-21', 'Maya Ellison'] for F-07.

Include the confirmed F-08 exception for environmental recognized condition.

Preserve F-08's id from /workspace/documents/03_estoppels/022_estoppels_formal_notice.xml and /workspace/documents/09_notices/070_notices_formal_notice.xml.

Preserve F-08's issue from /workspace/documents/03_estoppels/022_estoppels_formal_notice.xml and /workspace/documents/09_notices/070_notices_formal_notice.xml.

Preserve F-08's severity from /workspace/documents/03_estoppels/022_estoppels_formal_notice.xml and /workspace/documents/09_notices/070_notices_formal_notice.xml.

Preserve F-08's primary_source from /workspace/documents/03_estoppels/022_estoppels_formal_notice.xml and /workspace/documents/09_notices/070_notices_formal_notice.xml.

Preserve F-08's corroborating_source from /workspace/documents/03_estoppels/022_estoppels_formal_notice.xml and /workspace/documents/09_notices/070_notices_formal_notice.xml.

Reconcile F-08 using the exact controlled facts ['172 records', '2025-05-07', '66 records', '2025-06-14'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-08's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-21', 'Rafael Okafor'] for F-08.

Include the confirmed F-09 exception for zoning nonconformity.

Preserve F-09's id from /workspace/documents/04_title_survey/025_title_survey_control_register.md and /workspace/documents/10_construction/073_construction_control_register.md.

Preserve F-09's issue from /workspace/documents/04_title_survey/025_title_survey_control_register.md and /workspace/documents/10_construction/073_construction_control_register.md.

Preserve F-09's severity from /workspace/documents/04_title_survey/025_title_survey_control_register.md and /workspace/documents/10_construction/073_construction_control_register.md.

Preserve F-09's primary_source from /workspace/documents/04_title_survey/025_title_survey_control_register.md and /workspace/documents/10_construction/073_construction_control_register.md.

Preserve F-09's corroborating_source from /workspace/documents/04_title_survey/025_title_survey_control_register.md and /workspace/documents/10_construction/073_construction_control_register.md.

Reconcile F-09 using the exact controlled facts ['2026-02-23', 'CB-RE-2906-I576', '2026-03-29', 'CB-RE-2906-R828'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-09's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-21', 'Nora Chen'] for F-09.

Include the confirmed F-10 exception for permit closeout gap.

Preserve F-10's id from /workspace/documents/04_title_survey/028_title_survey_ledger_export.csv and /workspace/documents/10_construction/076_construction_ledger_export.csv.

Preserve F-10's issue from /workspace/documents/04_title_survey/028_title_survey_ledger_export.csv and /workspace/documents/10_construction/076_construction_ledger_export.csv.

Preserve F-10's severity from /workspace/documents/04_title_survey/028_title_survey_ledger_export.csv and /workspace/documents/10_construction/076_construction_ledger_export.csv.

Preserve F-10's primary_source from /workspace/documents/04_title_survey/028_title_survey_ledger_export.csv and /workspace/documents/10_construction/076_construction_ledger_export.csv.

Preserve F-10's corroborating_source from /workspace/documents/04_title_survey/028_title_survey_ledger_export.csv and /workspace/documents/10_construction/076_construction_ledger_export.csv.

Reconcile F-10 using the exact controlled facts ['$3,488,786.00', '$3,744,072.00'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-10's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-21', 'Dominic Alvarez'] for F-10.

Include the confirmed F-11 exception for CAM reconciliation error.

Preserve F-11's id from /workspace/documents/04_title_survey/031_title_survey_officer_certificate.html and /workspace/documents/10_construction/079_construction_officer_certificate.html.

Preserve F-11's issue from /workspace/documents/04_title_survey/031_title_survey_officer_certificate.html and /workspace/documents/10_construction/079_construction_officer_certificate.html.

Preserve F-11's severity from /workspace/documents/04_title_survey/031_title_survey_officer_certificate.html and /workspace/documents/10_construction/079_construction_officer_certificate.html.

Preserve F-11's primary_source from /workspace/documents/04_title_survey/031_title_survey_officer_certificate.html and /workspace/documents/10_construction/079_construction_officer_certificate.html.

Preserve F-11's corroborating_source from /workspace/documents/04_title_survey/031_title_survey_officer_certificate.html and /workspace/documents/10_construction/079_construction_officer_certificate.html.

Reconcile F-11 using the exact controlled facts ['Adrian Mensah', 'Samuel Kim'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-11's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-21', 'Priya Raman'] for F-11.

Include the confirmed F-12 exception for insurance endorsement deficiency.

Preserve F-12's id from /workspace/documents/05_environmental/034_environmental_executed_instrument.txt and /workspace/documents/11_financing/082_financing_executed_instrument.txt.

Preserve F-12's issue from /workspace/documents/05_environmental/034_environmental_executed_instrument.txt and /workspace/documents/11_financing/082_financing_executed_instrument.txt.

Preserve F-12's severity from /workspace/documents/05_environmental/034_environmental_executed_instrument.txt and /workspace/documents/11_financing/082_financing_executed_instrument.txt.

Preserve F-12's primary_source from /workspace/documents/05_environmental/034_environmental_executed_instrument.txt and /workspace/documents/11_financing/082_financing_executed_instrument.txt.

Preserve F-12's corroborating_source from /workspace/documents/05_environmental/034_environmental_executed_instrument.txt and /workspace/documents/11_financing/082_financing_executed_instrument.txt.

Reconcile F-12 using the exact controlled facts ['closed without exception', 'CB-RE-2906-L691', 'open and escalated', 'CB-RE-2906-U907'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-12's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-21', 'Elliot Mercer'] for F-12.

Include the confirmed F-13 exception for casualty restoration deadline.

Preserve F-13's id from /workspace/documents/05_environmental/037_environmental_review_memorandum.json and /workspace/documents/11_financing/085_financing_review_memorandum.json.

Preserve F-13's issue from /workspace/documents/05_environmental/037_environmental_review_memorandum.json and /workspace/documents/11_financing/085_financing_review_memorandum.json.

Preserve F-13's severity from /workspace/documents/05_environmental/037_environmental_review_memorandum.json and /workspace/documents/11_financing/085_financing_review_memorandum.json.

Preserve F-13's primary_source from /workspace/documents/05_environmental/037_environmental_review_memorandum.json and /workspace/documents/11_financing/085_financing_review_memorandum.json.

Preserve F-13's corroborating_source from /workspace/documents/05_environmental/037_environmental_review_memorandum.json and /workspace/documents/11_financing/085_financing_review_memorandum.json.

Reconcile F-13 using the exact controlled facts ['Bexar County, Texas', 'Texas'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-13's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-21', 'Talia Brooks'] for F-13.

Include the confirmed F-14 exception for construction lien notice.

Preserve F-14's id from /workspace/documents/05_environmental/040_environmental_status_report.md and /workspace/documents/11_financing/088_financing_status_report.md.

Preserve F-14's issue from /workspace/documents/05_environmental/040_environmental_status_report.md and /workspace/documents/11_financing/088_financing_status_report.md.

Preserve F-14's severity from /workspace/documents/05_environmental/040_environmental_status_report.md and /workspace/documents/11_financing/088_financing_status_report.md.

Preserve F-14's primary_source from /workspace/documents/05_environmental/040_environmental_status_report.md and /workspace/documents/11_financing/088_financing_status_report.md.

Preserve F-14's corroborating_source from /workspace/documents/05_environmental/040_environmental_status_report.md and /workspace/documents/11_financing/088_financing_status_report.md.

Reconcile F-14 using the exact controlled facts ['11%', '14%'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-14's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-21', 'Jonas Feld'] for F-14.

Include the confirmed F-15 exception for lender SNDA omission.

Preserve F-15's id from /workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml and /workspace/documents/12_property_management/091_property_management_correspondence.eml.

Preserve F-15's issue from /workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml and /workspace/documents/12_property_management/091_property_management_correspondence.eml.

Preserve F-15's severity from /workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml and /workspace/documents/12_property_management/091_property_management_correspondence.eml.

Preserve F-15's primary_source from /workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml and /workspace/documents/12_property_management/091_property_management_correspondence.eml.

Preserve F-15's corroborating_source from /workspace/documents/06_zoning_permits/043_zoning_permits_correspondence.eml and /workspace/documents/12_property_management/091_property_management_correspondence.eml.

Reconcile F-15 using the exact controlled facts ['notices-fairhaven_storage_partners@example.test', 'archive-cobalt_door_management@example.test'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-15's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-21', 'Mei Whitaker'] for F-15.

Include the confirmed F-16 exception for security-deposit mismatch.

Preserve F-16's id from /workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml and /workspace/documents/12_property_management/094_property_management_formal_notice.xml.

Preserve F-16's issue from /workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml and /workspace/documents/12_property_management/094_property_management_formal_notice.xml.

Preserve F-16's severity from /workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml and /workspace/documents/12_property_management/094_property_management_formal_notice.xml.

Preserve F-16's primary_source from /workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml and /workspace/documents/12_property_management/094_property_management_formal_notice.xml.

Preserve F-16's corroborating_source from /workspace/documents/06_zoning_permits/046_zoning_permits_formal_notice.xml and /workspace/documents/12_property_management/094_property_management_formal_notice.xml.

Reconcile F-16 using the exact controlled facts ['178 records', '2025-05-13', '43 records', '2025-05-28'].

Do not introduce a controlled date, amount, percentage, address, or reference absent from F-16's cited source pair.

Preserve the supported cure owner and deadline anchors ['2026-09-21', 'Caleb Hassan'] for F-16.

Include the 'Executive assessment' decision section in advice.md.

Include the 'Method and record coverage' decision section in advice.md.

Include the 'Findings' decision section in advice.md.

Include the 'Recommended next actions' decision section in advice.md.

Include the 'Assumptions and limitations' decision section in advice.md.

Explain F-01 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-02 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-03 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-04 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-05 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-06 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-07 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-08 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-09 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-10 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-11 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-12 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-13 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-14 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-15 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Explain F-16 with its issue, severity, cited source pair, exact conflicting facts, owner, and deadline.

Do not claim the production has no issues or that every record is consistent.

Reconcile controlling and corroborating records

The CB-RE-2906 production contains independently maintained records; a defensible answer must preserve each supported conflict and its cure owner.

Timestamp recency does not establish legal priority, execution, or approval authority.

Report primary records without reconciliation

Primary records alone conceal the operational conflicts that create the actionable exceptions.