# Counsel advice — Glenridge charter campus lease review

## Executive assessment

For Glenridge Education Network matter CB-RE-2907, the review identified 16 source-supported exceptions requiring action before 2026-09-24. The assessment concerns Cedar Hall Development and the supplied record for Colorado.

## 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 2025-12-01 under control reference CB-RE-2907-A372, while the corroborating source states the acknowledged date is 2025-12-09 under response reference CB-RE-2907-J120.

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 2026-09-24, obtain a signed ratification and update the controlling register; owner: Micah Sullivan.

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

The records do not reconcile for renewal-option notice: one source states the controlling amount is $2,387,819.00, while the corroborating source states the reconciliation and counterparty record use $2,452,138.00.

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 2026-09-24, recalculate the exposure and preserve the supporting ledger; owner: Farah Ibrahim.

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

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

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 2026-09-24, secure written consent from the authorized decision-maker; owner: Owen Delgado.

### 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-2907-D571, while the corroborating source states the later status register marks it open and escalated in CB-RE-2907-M967.

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 2026-09-24, issue a corrective notice using the contractually operative method; owner: Lena Varga.

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

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

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 2026-09-24, escalate the conflict to the responsible legal and business owners; owner: Samuel Kim.

### F-06 — survey encroachment (low)

The records do not reconcile for survey encroachment: one source states the threshold is 13% 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 2026-09-24, document the governing interpretation before the deadline; owner: Maya Ellison.

### F-07 — title exception (critical)

The records do not reconcile for title exception: one source states formal notice must use notices-glenridge_education_network@example.test, while the corroborating source states the only delivery record was sent to archive-cedar_hall_development@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 2026-09-24, place the affected population on hold pending reconciliation; owner: Rafael Okafor.

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

The records do not reconcile for environmental recognized condition: one source states the governed population contains 72 records through 2025-06-16, while the corroborating source states the certification covers 69 records through 2025-07-27.

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 2026-09-24, amend the closing or response checklist with a dated cure item; owner: Nora Chen.

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

The records do not reconcile for zoning nonconformity: one source states the operative date is 2025-06-14 under control reference CB-RE-2907-I202, while the corroborating source states the acknowledged date is 2025-07-05 under response reference CB-RE-2907-R315.

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 2026-09-24, obtain a signed ratification and update the controlling register; owner: Dominic Alvarez.

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

The records do not reconcile for permit closeout gap: one source states the controlling amount is $3,552,294.00, while the corroborating source states the reconciliation and counterparty record use $3,581,088.00.

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 2026-09-24, recalculate the exposure and preserve the supporting ledger; owner: Priya Raman.

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

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

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 2026-09-24, secure written consent from the authorized decision-maker; owner: Elliot Mercer.

### 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-2907-L292, while the corroborating source states the later status register marks it open and escalated in CB-RE-2907-U184.

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 2026-09-24, issue a corrective notice using the contractually operative method; owner: Talia Brooks.

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

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

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 2026-09-24, escalate the conflict to the responsible legal and business owners; owner: Jonas Feld.

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

The records do not reconcile for construction lien notice: one source states the threshold is 12% with no stated tolerance, while the corroborating source states the applied threshold is 18% 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 2026-09-24, document the governing interpretation before the deadline; owner: Mei Whitaker.

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

The records do not reconcile for lender SNDA omission: one source states formal notice must use notices-glenridge_education_network@example.test, while the corroborating source states the only delivery record was sent to archive-cedar_hall_development@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 2026-09-24, place the affected population on hold pending reconciliation; owner: Caleb Hassan.

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

The records do not reconcile for security-deposit mismatch: one source states the governed population contains 76 records through 2025-01-31, while the corroborating source states the certification covers 49 records through 2025-02-21.

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 2026-09-24, amend the closing or response checklist with a dated cure item; owner: Leona Park.

## 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 cb100-057-glenridge-school 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 2026-09-24, obtain a signed ratification and update the controlling register; owner: Micah Sullivan.

Before 2026-09-24, recalculate the exposure and preserve the supporting ledger; owner: Farah Ibrahim.

Before 2026-09-24, secure written consent from the authorized decision-maker; owner: Owen Delgado.

Before 2026-09-24, issue a corrective notice using the contractually operative method; owner: Lena Varga.

Before 2026-09-24, escalate the conflict to the responsible legal and business owners; owner: Samuel Kim.

Before 2026-09-24, document the governing interpretation before the deadline; owner: Maya Ellison.

Before 2026-09-24, place the affected population on hold pending reconciliation; owner: Rafael Okafor.

Before 2026-09-24, amend the closing or response checklist with a dated cure item; owner: Nora Chen.

Before 2026-09-24, obtain a signed ratification and update the controlling register; owner: Dominic Alvarez.

Before 2026-09-24, recalculate the exposure and preserve the supporting ledger; owner: Priya Raman.

Before 2026-09-24, secure written consent from the authorized decision-maker; owner: Elliot Mercer.

Before 2026-09-24, issue a corrective notice using the contractually operative method; owner: Talia Brooks.

Before 2026-09-24, escalate the conflict to the responsible legal and business owners; owner: Jonas Feld.

Before 2026-09-24, document the governing interpretation before the deadline; owner: Mei Whitaker.

Before 2026-09-24, place the affected population on hold pending reconciliation; owner: Caleb Hassan.

Before 2026-09-24, amend the closing or response checklist with a dated cure item; owner: Leona Park.

Prompt: You are real-estate transactions counsel for Glenridge Education Network. A counterparty challenged the client's internal summary, making cross-document reconciliation and precise citations essential. A school campus faces use restrictions, renewal notices, accessibility work, and an SNDA missing from lender records. Decision due 2026-09-24. Colorado law governs; Arapahoe County, Colorado is the forum. Flag cross-folder dependencies that would be invisible in a single-document review. 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 'cb100-057-glenridge-school'.

Set matter_number to the released matter value 'CB-RE-2907'.

Set prepared_for to the released matter value 'Glenridge Education Network'.

Set as_of to the released matter value '2026-09-24'.

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 ['2025-12-01', 'CB-RE-2907-A372', '2025-12-09', 'CB-RE-2907-J120'].

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 ['2026-09-24', 'Micah Sullivan'] 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 ['$2,387,819.00', '$2,452,138.00'].

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 ['2026-09-24', 'Farah Ibrahim'] 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 ['Willa Novak', 'Caleb Hassan'].

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 ['2026-09-24', 'Owen Delgado'] 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-2907-D571', 'open and escalated', 'CB-RE-2907-M967'].

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 ['2026-09-24', 'Lena Varga'] 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 ['Arapahoe County, Colorado', 'Colorado'].

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 ['2026-09-24', 'Samuel Kim'] 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 ['13%', '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 ['2026-09-24', 'Maya Ellison'] 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-glenridge_education_network@example.test', 'archive-cedar_hall_development@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 ['2026-09-24', 'Rafael Okafor'] 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 ['72 records', '2025-06-16', '69 records', '2025-07-27'].

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 ['2026-09-24', 'Nora Chen'] 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 ['2025-06-14', 'CB-RE-2907-I202', '2025-07-05', 'CB-RE-2907-R315'].

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 ['2026-09-24', 'Dominic Alvarez'] 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 ['$3,552,294.00', '$3,581,088.00'].

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 ['2026-09-24', 'Priya Raman'] 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 ['Willa Novak', 'Rafael Okafor'].

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 ['2026-09-24', 'Elliot Mercer'] 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-2907-L292', 'open and escalated', 'CB-RE-2907-U184'].

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 ['2026-09-24', 'Talia Brooks'] 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 ['Arapahoe County, Colorado', 'Colorado'].

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 ['2026-09-24', 'Jonas Feld'] 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 ['12%', '18%'].

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 ['2026-09-24', 'Mei Whitaker'] 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-glenridge_education_network@example.test', 'archive-cedar_hall_development@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 ['2026-09-24', 'Caleb Hassan'] 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 ['76 records', '2025-01-31', '49 records', '2025-02-21'].

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 ['2026-09-24', 'Leona Park'] 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-2907 production contains independently maintained records; a defensible answer must preserve each supported conflict and its cure owner.


# Counsel advice — Hemlock plant sale-leaseback audit

## Executive assessment

For Hemlock Precision Works matter CB-RE-2908, the review identified 16 source-supported exceptions requiring action before 2026-09-28. The assessment concerns Iron Gate Capital and the supplied record for Michigan.

## 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 2025-02-15 under control reference CB-RE-2908-A983, while the corroborating source states the acknowledged date is 2025-04-03 under response reference CB-RE-2908-J444.

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 2026-09-28, obtain a signed ratification and update the controlling register; owner: Farah Ibrahim.

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

The records do not reconcile for renewal-option notice: one source states the controlling amount is $3,400,699.00, while the corroborating source states the reconciliation and counterparty record use $3,647,898.00.

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 2026-09-28, recalculate the exposure and preserve the supporting ledger; owner: Owen Delgado.

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

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

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 2026-09-28, secure written consent from the authorized decision-maker; owner: Lena Varga.

### 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-2908-D354, while the corroborating source states the later status register marks it open and escalated in CB-RE-2908-M188.

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 2026-09-28, issue a corrective notice using the contractually operative method; owner: Samuel Kim.

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

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

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 2026-09-28, escalate the conflict to the responsible legal and business owners; owner: Maya Ellison.

### F-06 — survey encroachment (low)

The records do not reconcile for survey encroachment: one source states the threshold is 2% 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 2026-09-28, document the governing interpretation before the deadline; owner: Rafael Okafor.

### F-07 — title exception (critical)

The records do not reconcile for title exception: one source states formal notice must use notices-hemlock_precision_works@example.test, while the corroborating source states the only delivery record was sent to archive-iron_gate_capital@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 2026-09-28, place the affected population on hold pending reconciliation; owner: Nora Chen.

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

The records do not reconcile for environmental recognized condition: one source states the governed population contains 108 records through 2025-12-09, while the corroborating source states the certification covers 52 records through 2026-01-02.

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 2026-09-28, amend the closing or response checklist with a dated cure item; owner: Dominic Alvarez.

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

The records do not reconcile for zoning nonconformity: one source states the operative date is 2025-07-07 under control reference CB-RE-2908-I585, while the corroborating source states the acknowledged date is 2025-08-03 under response reference CB-RE-2908-R760.

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 2026-09-28, obtain a signed ratification and update the controlling register; owner: Priya Raman.

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

The records do not reconcile for permit closeout gap: one source states the controlling amount is $1,879,081.00, while the corroborating source states the reconciliation and counterparty record use $1,904,662.00.

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 2026-09-28, recalculate the exposure and preserve the supporting ledger; owner: Elliot Mercer.

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

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

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 2026-09-28, secure written consent from the authorized decision-maker; owner: Talia Brooks.

### 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-2908-L553, while the corroborating source states the later status register marks it open and escalated in CB-RE-2908-U757.

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 2026-09-28, issue a corrective notice using the contractually operative method; owner: Jonas Feld.

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

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

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 2026-09-28, escalate the conflict to the responsible legal and business owners; owner: Mei Whitaker.

### 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 2026-09-28, document the governing interpretation before the deadline; owner: Caleb Hassan.

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

The records do not reconcile for lender SNDA omission: one source states formal notice must use notices-hemlock_precision_works@example.test, while the corroborating source states the only delivery record was sent to archive-iron_gate_capital@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 2026-09-28, place the affected population on hold pending reconciliation; owner: Leona Park.

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

The records do not reconcile for security-deposit mismatch: one source states the governed population contains 129 records through 2025-03-25, while the corroborating source states the certification covers 69 records through 2025-05-05.

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 2026-09-28, amend the closing or response checklist with a dated cure item; owner: Isaac Romero.

## 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 cb100-058-hemlock-manufacturing 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 2026-09-28, obtain a signed ratification and update the controlling register; owner: Farah Ibrahim.

Before 2026-09-28, recalculate the exposure and preserve the supporting ledger; owner: Owen Delgado.

Before 2026-09-28, secure written consent from the authorized decision-maker; owner: Lena Varga.

Before 2026-09-28, issue a corrective notice using the contractually operative method; owner: Samuel Kim.

Before 2026-09-28, escalate the conflict to the responsible legal and business owners; owner: Maya Ellison.

Before 2026-09-28, document the governing interpretation before the deadline; owner: Rafael Okafor.

Before 2026-09-28, place the affected population on hold pending reconciliation; owner: Nora Chen.

Before 2026-09-28, amend the closing or response checklist with a dated cure item; owner: Dominic Alvarez.

Before 2026-09-28, obtain a signed ratification and update the controlling register; owner: Priya Raman.

Before 2026-09-28, recalculate the exposure and preserve the supporting ledger; owner: Elliot Mercer.

Before 2026-09-28, secure written consent from the authorized decision-maker; owner: Talia Brooks.

Before 2026-09-28, issue a corrective notice using the contractually operative method; owner: Jonas Feld.

Before 2026-09-28, escalate the conflict to the responsible legal and business owners; owner: Mei Whitaker.

Before 2026-09-28, document the governing interpretation before the deadline; owner: Caleb Hassan.

Before 2026-09-28, place the affected population on hold pending reconciliation; owner: Leona Park.

Before 2026-09-28, amend the closing or response checklist with a dated cure item; owner: Isaac Romero.

Prompt: You are real-estate transactions counsel for Hemlock Precision Works. The supervising attorney wants an exception-focused review that still demonstrates complete coverage of the data room. A manufacturing sale-leaseback includes an environmental condition, equipment liens, roof obligations, and unresolved permit closeout. Decision due 2026-09-28. Michigan law governs; Oakland County, Michigan is the forum. Preserve the difference between the client's position, the counterparty's position, and an objective record conflict. 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 'cb100-058-hemlock-manufacturing'.

Set matter_number to the released matter value 'CB-RE-2908'.

Set prepared_for to the released matter value 'Hemlock Precision Works'.

Set as_of to the released matter value '2026-09-28'.

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 ['2025-02-15', 'CB-RE-2908-A983', '2025-04-03', 'CB-RE-2908-J444'].

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 ['2026-09-28', 'Farah Ibrahim'] 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 ['$3,400,699.00', '$3,647,898.00'].

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 ['2026-09-28', 'Owen Delgado'] 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 ['Theo Laurent', 'Isaac Romero'].

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 ['2026-09-28', 'Lena Varga'] 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-2908-D354', 'open and escalated', 'CB-RE-2908-M188'].

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 ['2026-09-28', 'Samuel Kim'] 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 ['Oakland County, Michigan', 'Michigan'].

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 ['2026-09-28', 'Maya Ellison'] 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 ['2%', '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 ['2026-09-28', 'Rafael Okafor'] 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-hemlock_precision_works@example.test', 'archive-iron_gate_capital@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 ['2026-09-28', 'Nora Chen'] 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 ['108 records', '2025-12-09', '52 records', '2026-01-02'].

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 ['2026-09-28', 'Dominic Alvarez'] 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 ['2025-07-07', 'CB-RE-2908-I585', '2025-08-03', 'CB-RE-2908-R760'].

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 ['2026-09-28', 'Priya Raman'] 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 ['$1,879,081.00', '$1,904,662.00'].

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 ['2026-09-28', 'Elliot Mercer'] 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 ['Theo Laurent', 'Dominic Alvarez'].

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 ['2026-09-28', 'Talia Brooks'] 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-2908-L553', 'open and escalated', 'CB-RE-2908-U757'].

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 ['2026-09-28', 'Jonas Feld'] 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 ['Oakland County, Michigan', 'Michigan'].

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 ['2026-09-28', 'Mei Whitaker'] 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 ['2026-09-28', 'Caleb Hassan'] 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-hemlock_precision_works@example.test', 'archive-iron_gate_capital@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 ['2026-09-28', 'Leona Park'] 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 ['129 records', '2025-03-25', '69 records', '2025-05-05'].

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 ['2026-09-28', 'Isaac Romero'] 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-2908 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.