Mini packet · PROP-1042-SEAPORT · FY26 Q2 close
Close / ops packet — PROP-1042-SEAPORT
Readable document for deep-page arrival from the ORG-01 seam. Same property ID. Three SAMPLE capital states. CFO checklist below — print-friendly, not a banner-only teaser.
CFO close checklist (sample · 5 lines)
- Confirm property ID on close packet matches ongoing asset record:
PROP-1042-SEAPORT(no second record). - Reconcile capital states: modeled $48.2M → committed $41.0M → funded $36.5M.
- Ledger (Yardi / MRI / equivalent) remains system of record; Fuller reconciles — does not replace the books.
- Named handoff owner Jordan Hale (Asset Manager) signs asset activation on the same ID.
- Attach closing evidence to the canonical property; deal history must survive into operations.
Buyer and triggering problem
Buyer: owner’s project manager (active delivery), development transition manager (stabilization), and asset manager (operating baseline) — often three people who must agree on one handoff.
Trigger: schedule, payment, and field-progress reports disagree; closeout is chased after the team disperses; marketing, construction, and operations use incompatible readiness dates; “complete” is confused with “stabilized” and “applied to asset.”
Primary track: developer / merchant builder (ORG-05) and integrated owner/developer/operator (ORG-01). Shared handoff from the atlas: PROMA → ABIL → UME.
Bounded workflow
Problem language first: project handover to the operating baseline. Interface spine: PROMA (owner project controls) → ABIL (stabilization & turnover) → UME (ongoing asset record).
PROMA outputs
- Completion or bounded partial-handoff package
- Exact locations, deficiencies, warranties
- Remaining obligations and forecast exposure
- Evidence-backed progress vs launch baselines
ABIL work
- Stabilization plan and readiness criteria
- Operating acceptance, manuals, staffing
- Lease-up / possession coordination (owner side)
- Reconciled Asset Application preview
UME acceptance
- Review proposed deltas against live baseline
- Accept, revise, or condition the application
- Preserve prior baseline and audit record
- Return property to recurring operations
Occupant link
- ACE shares selected transaction evidence with ABIL
- FIT escalates formal construction into Framework
- OCU shares service requests into UME
- Private notes stay with each party
Critical distinctions: completed ≠ occupied ≠ stabilized ≠ applied to asset. Each gate needs its own authority.
Annotated evidence
Handoffs and authority
- PROMA → ABIL: authorized full or partial handoff transfers completion evidence into stabilization. It does not authorize occupant possession by itself.
- ABIL → UME: only reconciled, authorized deltas apply through Asset Application. Stabilized is not Applied.
- FUND / BIT: draws, invoices, and ledger actuals keep their owners; project controls reference them.
- Contractor systems: remain specialist field tools. Fuller is owner-side continuity, not a demand that every trade abandon its platform.
Objections that decide the purchase
“The contractor already has a construction platform.”
Connect specialist field records to the owner’s canonical controls rather than demanding duplicate field entry. Prove the exception path and change history.
“Reporting takes time away from delivery.”
Use the same execution records for coordination, owner reporting, and handoff packages. Measure forecast accuracy across periods — not slide count.
“Won’t this overwrite our asset baseline too early?”
That is exactly what Asset Application is designed to prevent. Require authorization, conflict checks, and prior-baseline preservation in any evaluation.
Availability honesty
CONCEPT INTEREST LIST NOT GA
This shared handoff guide explains relationships between Framework and CREET concepts. It is not a claim that every gate is shipped in MVP. Qualify one upcoming opening or bounded completed phase before any pilot discussion.
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