# Counsel advice — Ivory Tower office sublease reconciliation

## Executive assessment

For Ivory Tower Software matter CB-RE-2909, the review identified 16 source-supported exceptions requiring action before 2026-10-01. The assessment concerns Metropolitan Workspace Holdings and the supplied record for New York.

## 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 2025-08-31 under control reference CB-RE-2909-A940, while the corroborating source states the acknowledged date is 2025-09-20 under response reference CB-RE-2909-J510.

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 2026-10-01, obtain a signed ratification and update the controlling register; owner: Owen Delgado.

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

The records do not reconcile for renewal-option notice: one source states the controlling amount is $6,260,914.00, while the corroborating source states the reconciliation and counterparty record use $6,488,328.00.

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 2026-10-01, recalculate the exposure and preserve the supporting ledger; owner: Lena Varga.

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

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

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 2026-10-01, secure written consent from the authorized decision-maker; owner: Samuel Kim.

### 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-2909-D516, while the corroborating source states the later status register marks it open and escalated in CB-RE-2909-M270.

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 2026-10-01, issue a corrective notice using the contractually operative method; owner: Maya Ellison.

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

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

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 2026-10-01, escalate the conflict to the responsible legal and business owners; owner: Rafael Okafor.

### F-06 — survey encroachment (low)

The records do not reconcile for survey encroachment: one source states the threshold is 15% with no stated tolerance, while the corroborating source states the applied threshold is 18% 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 2026-10-01, document the governing interpretation before the deadline; owner: Nora Chen.

### F-07 — title exception (critical)

The records do not reconcile for title exception: one source states formal notice must use notices-ivory_tower_software@example.test, while the corroborating source states the only delivery record was sent to archive-metropolitan_workspace_holdings@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 2026-10-01, place the affected population on hold pending reconciliation; owner: Dominic Alvarez.

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

The records do not reconcile for environmental recognized condition: one source states the governed population contains 178 records through 2025-05-13, while the corroborating source states the certification covers 59 records through 2025-06-13.

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 2026-10-01, amend the closing or response checklist with a dated cure item; owner: Priya Raman.

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

The records do not reconcile for zoning nonconformity: one source states the operative date is 2025-08-12 under control reference CB-RE-2909-I441, while the corroborating source states the acknowledged date is 2025-09-11 under response reference CB-RE-2909-R403.

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 2026-10-01, obtain a signed ratification and update the controlling register; owner: Elliot Mercer.

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

The records do not reconcile for permit closeout gap: one source states the controlling amount is $6,432,470.00, while the corroborating source states the reconciliation and counterparty record use $6,751,440.00.

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 2026-10-01, recalculate the exposure and preserve the supporting ledger; owner: Talia Brooks.

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

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

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 2026-10-01, secure written consent from the authorized decision-maker; owner: Jonas Feld.

### 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-2909-L790, while the corroborating source states the later status register marks it open and escalated in CB-RE-2909-U291.

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 2026-10-01, issue a corrective notice using the contractually operative method; owner: Mei Whitaker.

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

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

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 2026-10-01, escalate the conflict to the responsible legal and business owners; owner: Caleb Hassan.

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

The records do not reconcile for construction lien notice: 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/05_environmental/040_environmental_status_report.md`

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

Recommended action: Before 2026-10-01, document the governing interpretation before the deadline; owner: Leona Park.

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

The records do not reconcile for lender SNDA omission: one source states formal notice must use notices-ivory_tower_software@example.test, while the corroborating source states the only delivery record was sent to archive-metropolitan_workspace_holdings@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 2026-10-01, place the affected population on hold pending reconciliation; owner: Isaac Romero.

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

The records do not reconcile for security-deposit mismatch: one source states the governed population contains 113 records through 2025-12-14, while the corroborating source states the certification covers 68 records through 2026-01-23.

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 2026-10-01, amend the closing or response checklist with a dated cure item; owner: Sofia Bennett.

## 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 cb100-059-ivory-tower 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 2026-10-01, obtain a signed ratification and update the controlling register; owner: Owen Delgado.

Before 2026-10-01, recalculate the exposure and preserve the supporting ledger; owner: Lena Varga.

Before 2026-10-01, secure written consent from the authorized decision-maker; owner: Samuel Kim.

Before 2026-10-01, issue a corrective notice using the contractually operative method; owner: Maya Ellison.

Before 2026-10-01, escalate the conflict to the responsible legal and business owners; owner: Rafael Okafor.

Before 2026-10-01, document the governing interpretation before the deadline; owner: Nora Chen.

Before 2026-10-01, place the affected population on hold pending reconciliation; owner: Dominic Alvarez.

Before 2026-10-01, amend the closing or response checklist with a dated cure item; owner: Priya Raman.

Before 2026-10-01, obtain a signed ratification and update the controlling register; owner: Elliot Mercer.

Before 2026-10-01, recalculate the exposure and preserve the supporting ledger; owner: Talia Brooks.

Before 2026-10-01, secure written consent from the authorized decision-maker; owner: Jonas Feld.

Before 2026-10-01, issue a corrective notice using the contractually operative method; owner: Mei Whitaker.

Before 2026-10-01, escalate the conflict to the responsible legal and business owners; owner: Caleb Hassan.

Before 2026-10-01, document the governing interpretation before the deadline; owner: Leona Park.

Before 2026-10-01, place the affected population on hold pending reconciliation; owner: Isaac Romero.

Before 2026-10-01, amend the closing or response checklist with a dated cure item; owner: Sofia Bennett.

Prompt: You are real-estate transactions counsel for Ivory Tower Software. This matter will be reviewed by legal, finance, and compliance stakeholders who need a single source-grounded output. A headquarters sublease has consent conditions, restoration obligations, rent abatements, and notices delivered under obsolete instructions. Decision due 2026-10-01. New York law governs; New York County, New York is the forum. Use the production as of the stated deadline; do not assume facts outside the supplied files. 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 'cb100-059-ivory-tower'.

Set matter_number to the released matter value 'CB-RE-2909'.

Set prepared_for to the released matter value 'Ivory Tower Software'.

Set as_of to the released matter value '2026-10-01'.

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 ['2025-08-31', 'CB-RE-2909-A940', '2025-09-20', 'CB-RE-2909-J510'].

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 ['2026-10-01', 'Owen Delgado'] 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 ['$6,260,914.00', '$6,488,328.00'].

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 ['2026-10-01', 'Lena Varga'] 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 ['Amara Patel', 'Adrian Mensah'].

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 ['2026-10-01', 'Samuel Kim'] 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-2909-D516', 'open and escalated', 'CB-RE-2909-M270'].

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 ['2026-10-01', 'Maya Ellison'] 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 ['New York County, New York', 'New York'].

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 ['2026-10-01', 'Rafael Okafor'] 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 ['15%', '18%'].

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 ['2026-10-01', 'Nora Chen'] 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-ivory_tower_software@example.test', 'archive-metropolitan_workspace_holdings@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 ['2026-10-01', 'Dominic Alvarez'] 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 ['178 records', '2025-05-13', '59 records', '2025-06-13'].

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 ['2026-10-01', 'Priya Raman'] 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 ['2025-08-12', 'CB-RE-2909-I441', '2025-09-11', 'CB-RE-2909-R403'].

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 ['2026-10-01', 'Elliot Mercer'] 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 ['$6,432,470.00', '$6,751,440.00'].

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 ['2026-10-01', 'Talia Brooks'] 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 ['Amara Patel', 'Elliot Mercer'].

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 ['2026-10-01', 'Jonas Feld'] 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-2909-L790', 'open and escalated', 'CB-RE-2909-U291'].

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 ['2026-10-01', 'Mei Whitaker'] 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 ['New York County, New York', 'New York'].

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 ['2026-10-01', 'Caleb Hassan'] 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 ['6%', '8%'].

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 ['2026-10-01', 'Leona Park'] 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-ivory_tower_software@example.test', 'archive-metropolitan_workspace_holdings@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 ['2026-10-01', 'Isaac Romero'] 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 ['113 records', '2025-12-14', '68 records', '2026-01-23'].

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 ['2026-10-01', 'Sofia Bennett'] 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-2909 production contains independently maintained records; a defensible answer must preserve each supported conflict and its cure owner.

Ivory Tower office sublease reconciliation


# Counsel advice — Kestrel agricultural land portfolio audit

## Executive assessment

For Kestrel Farms Cooperative matter CB-RE-2910, the review identified 16 source-supported exceptions requiring action before 2026-10-05. The assessment concerns Rainshadow Land Trust and the supplied record for Washington.

## 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 2025-08-27 under control reference CB-RE-2910-A516, while the corroborating source states the acknowledged date is 2025-10-13 under response reference CB-RE-2910-J755.

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 2026-10-05, obtain a signed ratification and update the controlling register; owner: Lena Varga.

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

The records do not reconcile for renewal-option notice: one source states the controlling amount is $4,358,042.00, while the corroborating source states the reconciliation and counterparty record use $4,622,584.00.

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 2026-10-05, recalculate the exposure and preserve the supporting ledger; owner: Samuel Kim.

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

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

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 2026-10-05, secure written consent from the authorized decision-maker; owner: Maya Ellison.

### 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-2910-D733, while the corroborating source states the later status register marks it open and escalated in CB-RE-2910-M979.

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 2026-10-05, issue a corrective notice using the contractually operative method; owner: Rafael Okafor.

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

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

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 2026-10-05, escalate the conflict to the responsible legal and business owners; owner: Nora Chen.

### 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 2026-10-05, document the governing interpretation before the deadline; owner: Dominic Alvarez.

### F-07 — title exception (critical)

The records do not reconcile for title exception: one source states formal notice must use notices-kestrel_farms_cooperative@example.test, while the corroborating source states the only delivery record was sent to archive-rainshadow_land_trust@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 2026-10-05, place the affected population on hold pending reconciliation; owner: Priya Raman.

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

The records do not reconcile for environmental recognized condition: one source states the governed population contains 161 records through 2026-01-31, while the corroborating source states the certification covers 45 records through 2026-02-17.

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 2026-10-05, amend the closing or response checklist with a dated cure item; owner: Elliot Mercer.

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

The records do not reconcile for zoning nonconformity: one source states the operative date is 2025-04-24 under control reference CB-RE-2910-I511, while the corroborating source states the acknowledged date is 2025-05-15 under response reference CB-RE-2910-R616.

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 2026-10-05, obtain a signed ratification and update the controlling register; owner: Talia Brooks.

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

The records do not reconcile for permit closeout gap: one source states the controlling amount is $3,584,649.00, while the corroborating source states the reconciliation and counterparty record use $3,745,798.00.

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 2026-10-05, recalculate the exposure and preserve the supporting ledger; owner: Jonas Feld.

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

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

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 2026-10-05, secure written consent from the authorized decision-maker; owner: Mei Whitaker.

### 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-2910-L455, while the corroborating source states the later status register marks it open and escalated in CB-RE-2910-U958.

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 2026-10-05, issue a corrective notice using the contractually operative method; owner: Caleb Hassan.

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

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

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 2026-10-05, escalate the conflict to the responsible legal and business owners; owner: Leona Park.

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

The records do not reconcile for construction lien notice: one source states the threshold is 8% 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 2026-10-05, document the governing interpretation before the deadline; owner: Isaac Romero.

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

The records do not reconcile for lender SNDA omission: one source states formal notice must use notices-kestrel_farms_cooperative@example.test, while the corroborating source states the only delivery record was sent to archive-rainshadow_land_trust@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 2026-10-05, place the affected population on hold pending reconciliation; owner: Sofia Bennett.

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

The records do not reconcile for security-deposit mismatch: one source states the governed population contains 180 records through 2026-02-19, while the corroborating source states the certification covers 57 records through 2026-03-20.

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 2026-10-05, amend the closing or response checklist with a dated cure item; owner: Adrian Mensah.

## 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 cb100-060-kestrel-farms 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 2026-10-05, obtain a signed ratification and update the controlling register; owner: Lena Varga.

Before 2026-10-05, recalculate the exposure and preserve the supporting ledger; owner: Samuel Kim.

Before 2026-10-05, secure written consent from the authorized decision-maker; owner: Maya Ellison.

Before 2026-10-05, issue a corrective notice using the contractually operative method; owner: Rafael Okafor.

Before 2026-10-05, escalate the conflict to the responsible legal and business owners; owner: Nora Chen.

Before 2026-10-05, document the governing interpretation before the deadline; owner: Dominic Alvarez.

Before 2026-10-05, place the affected population on hold pending reconciliation; owner: Priya Raman.

Before 2026-10-05, amend the closing or response checklist with a dated cure item; owner: Elliot Mercer.

Before 2026-10-05, obtain a signed ratification and update the controlling register; owner: Talia Brooks.

Before 2026-10-05, recalculate the exposure and preserve the supporting ledger; owner: Jonas Feld.

Before 2026-10-05, secure written consent from the authorized decision-maker; owner: Mei Whitaker.

Before 2026-10-05, issue a corrective notice using the contractually operative method; owner: Caleb Hassan.

Before 2026-10-05, escalate the conflict to the responsible legal and business owners; owner: Leona Park.

Before 2026-10-05, document the governing interpretation before the deadline; owner: Isaac Romero.

Before 2026-10-05, place the affected population on hold pending reconciliation; owner: Sofia Bennett.

Before 2026-10-05, amend the closing or response checklist with a dated cure item; owner: Adrian Mensah.

Prompt: You are real-estate transactions counsel for Kestrel Farms Cooperative. The record contains amendments, exports, and correspondence from different custodians; reconcile them into an actionable counsel work product. Irrigated parcels carry water-right questions, access encroachments, crop leases, and insurance records inconsistent with loan covenants. Decision due 2026-10-05. Washington law governs; Yakima County, Washington is the forum. Write for a supervising lawyer who will spot-check source paths and exact values. 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 'cb100-060-kestrel-farms'.

Set matter_number to the released matter value 'CB-RE-2910'.

Set prepared_for to the released matter value 'Kestrel Farms Cooperative'.

Set as_of to the released matter value '2026-10-05'.

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 ['2025-08-27', 'CB-RE-2910-A516', '2025-10-13', 'CB-RE-2910-J755'].

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 ['2026-10-05', 'Lena Varga'] 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 ['$4,358,042.00', '$4,622,584.00'].

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 ['2026-10-05', 'Samuel Kim'] 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 ['Henry Cho', 'Theo Laurent'].

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 ['2026-10-05', 'Maya Ellison'] 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-2910-D733', 'open and escalated', 'CB-RE-2910-M979'].

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 ['2026-10-05', 'Rafael Okafor'] 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 ['Yakima County, Washington', 'Washington'].

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 ['2026-10-05', 'Nora Chen'] 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 ['2026-10-05', 'Dominic Alvarez'] 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-kestrel_farms_cooperative@example.test', 'archive-rainshadow_land_trust@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 ['2026-10-05', 'Priya Raman'] 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 ['161 records', '2026-01-31', '45 records', '2026-02-17'].

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 ['2026-10-05', 'Elliot Mercer'] 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 ['2025-04-24', 'CB-RE-2910-I511', '2025-05-15', 'CB-RE-2910-R616'].

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 ['2026-10-05', 'Talia Brooks'] 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 ['$3,584,649.00', '$3,745,798.00'].

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 ['2026-10-05', 'Jonas Feld'] 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 ['Henry Cho', 'Jonas Feld'].

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 ['2026-10-05', 'Mei Whitaker'] 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-2910-L455', 'open and escalated', 'CB-RE-2910-U958'].

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 ['2026-10-05', 'Caleb Hassan'] 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 ['Yakima County, Washington', 'Washington'].

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 ['2026-10-05', 'Leona Park'] 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 ['8%', '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 ['2026-10-05', 'Isaac Romero'] 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-kestrel_farms_cooperative@example.test', 'archive-rainshadow_land_trust@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 ['2026-10-05', 'Sofia Bennett'] 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 ['180 records', '2026-02-19', '57 records', '2026-03-20'].

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 ['2026-10-05', 'Adrian Mensah'] 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-2910 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.

Kestrel agricultural land portfolio audit