Source gaps log
Consolidated [CONFIRM] tags grouped into eight resolution clusters.
Source Gaps Log
Consolidated list of every [CONFIRM] tag across all modules. Each row tracks a claim that was paraphrased from the NotebookLM draft (or inferred from the Voice Playbook) rather than verified against a primary HiON document.
Status values: unverified (primary source not yet checked), verified (matched against primary source — number/wording correct), corrected (primary source disagreed — module updated), removed (claim could not be substantiated and was cut), referenced (verified by reference in the Manual; full primary text in a different document such as the FA, MSA, or another module’s coverage).
Primary sources available as of 2026-05-19:
- ✅ Operations Manual v1.0 Working Draft (
HiON_Operations_Manual.docx.md) - ❌ Franchise Agreement (Sections 5 fees, lease addendum attachment letter, etc.)
- ❌ Master Services Agreement (False Call-Out mechanics, Uptime Guarantee specifics, settlement cadence)
- ❌ Franchise Disclosure Document (Item 6 fees, Item 7 initial investment, Item 11 training program, Item 19 financial performance representations)
M01 · The HiON system and the role split — v0.2 (revised against Manual v1.0)
Status: 18 of 22 claims now verified or properly referenced. 4 remain dependent on FA / MSA primary sources.
Verified against Manual
| Claim | Manual reference |
|---|---|
| HiON EV Franchise definition (Tesla-manufactured Supercharger equipment integrated into Tesla Supercharger network; sold via Tesla mobile application) | §2.1.1 |
| Three-party funding split (franchisee funds capex + opex; Site Host pays nothing; HiON licenses + supplies via MSA) | §2.1.2 |
| Misrepresentation of funding structure is named MANDATORY prohibition | §2.1.2 [MANDATORY] |
| HiON MSA scope (equipment + commissioning + network + maintenance + payments + driver support + uptime guarantee) | §1.1 + §2.1.2 |
| NACS / SAE J3400 connector standard | §2.1.3 [MANDATORY] |
| No third-party charging networks / CSMS / roaming / routing | §2.1.3 [MANDATORY] |
| No on-site payment hardware; no driver payment data collection | §2.1.3 [MANDATORY] |
| 24/7/365 operation; lease must not restrict access; access failures may trigger False Call-Out | §2.1.4 [MANDATORY] |
| 10 support roles (FBC + Site Acquisition + Engineering & Design + Construction & Commissioning + NOC + Driver Experience & Payments Liaison + Marketing Support + Vendor Relations + Compliance and Risk + Senior Management Referral) | §3.1.1 |
| 6 authorized channels (Partner Portal Support Ticket, Partner Portal NOC Fault Escalation, 24/7 NOC Hotline, Scheduled FBC Touchpoints, Marketing-Review Queue, Formal Written Notice) | §3.1.2 |
| Off-channel comms do not open support matters and do not start the response clock | §3.1.2 [MANDATORY] |
| Single-point-of-contact-is-HiON principle for 7 categories (equipment, network, sessions, payments, billing, accounts, support) | §3.1 callout box |
| SEV 1 voice notification + ticket within 30 min | §3.2.2.A |
| SEV 3 driver-payment ticket within 1 Business Day | §3.2.2.C |
| Escalate-never-resolve principle | §10.3.1 (reference; full detail in M11) |
| Side-letter prohibition under Lease Addendum framework | §5.5 (reference; full detail in M05) |
| Data privacy / social-engineering discipline | §13.5 (reference; full detail in M14) |
Removed / revised in v0.2
| Claim | Resolution |
|---|---|
| Royalty Fee is $0.05/kWh on gross dispensed electricity | Removed. Manual does not restate fee amounts (§2.1.2 explicitly defers to FA Section 5). Module now references FA Section 5 without quoting a rate. |
| FBC cadence is quarterly with monthly informal touches | Revised. Manual says “Scheduled FBC Touchpoints, per the cadence established at your onboarding and on the Partner Portal” (§3.1.2). Module now uses Manual language. |
Outstanding unverified (require FA / MSA / FDD primary)
| # | Claim | Primary source needed | Resolver |
|---|---|---|---|
| M01.OUT.01 | Settlement cadence (when HiON pays the franchisee) | FA + MSA | Jim Frank (CEO) / Joe Frank (Ops) |
| M01.OUT.02 | FA Attachment letter for Lease Addendum + Collateral Assignment | FA primary | Jim Frank (CEO) / counsel |
| M01.OUT.03 | Specific MSA articles for equipment + maintenance + uptime mechanics | MSA primary | Jim Frank (CEO) / Joe Frank (Ops) |
| M01.OUT.04 | FA Section 5 fee structure (rate, base, calculation method) | FA + FDD Item 6 | Jim Frank (CEO) |
M02 · Governance, the Manual, support, and escalation — v0.1 (drafted with Manual as primary)
Status: ~36 claims verified against Operations Manual v1.0; 5 outstanding rely on FA / MSA primary sources.
Verified against Manual
Full list in M02-Governance-Manual-Support-Escalation.md Section 11. Highlights:
- All five Manual labels and writing conventions (§1.2.1–§1.2.2)
- Standards vs. procedures substitution test (§1.2.3)
- Conflict priority hierarchy (§1.2.5)
- Exception process — when granted, when denied, eight required submittal elements, 5-BD acknowledgment + 20-BD decision (§1.2.6)
- Confidentiality and access discipline — three tiers, granting/role-change/offboarding procedures, third-party request handling (§1.3)
- Manual updates — Partner Portal authoritative; 30-day default effective date; immediate for safety/regulatory/network-integrity (§1.4)
- SEV 1–5 definitions and full required-action sequences (§3.2.1–§3.2.2)
- HiON response targets (Acknowledgment / Initial plan / Update cadence) (§3.2.3)
- Eight required ticket fields + prohibition on franchisee closing/reclassifying tickets (§3.2.4)
- External-communications discipline during incidents (§3.2.5)
- Five audit types with cadence and notice periods (§3.3.1)
- Cooperation obligations under audit (§3.3.2)
- Four audit outputs and CAP structure (§3.3.3–§3.3.4)
- Five-stage escalation ladder with timeframes (§3.4.1)
- Three [MANDATORY] cooperation standards during escalation (§3.4.2)
Outstanding unverified (require FA / MSA primary)
| # | Claim | Primary source needed | Resolver |
|---|---|---|---|
| M02.OUT.01 | Audit Fee amount | FA | Jim Frank / counsel |
| M02.OUT.02 | Cure periods for various default categories | FA | Jim Frank / counsel |
| M02.OUT.03 | Senior Management Referral 20-day mechanic specifics | MSA | Jim Frank / Joe Frank |
| M02.OUT.04 | Formal dispute resolution venue and procedure (Kansas City, KS arbitration mechanics) | FA + MSA | Jim Frank / counsel |
| M02.OUT.05 | Records retention specific periods where Manual defers to FA | FA + §15.6 (this Module references §15 detail; full coverage in M15) | Joe Lewis |
M03 · The brand promise and brand execution — v0.1
Status: ~30 claims verified against Operations Manual v1.0 + Voice Playbook v1.0; 5 outstanding rely on FA / FDD / Partner Portal current assets.
Verified against Manual + Playbook
Full list in M03-Brand-Promise-and-Brand-Execution.md Section 11. Highlights:
- Five customer-promise pillars verbatim (§2.2)
- Six promise-breaking event categories (§2.2.2)
- Four [MANDATORY] Marks usage standards (§2.3.1)
- Four [MANDATORY] Tesla mark constraints (§2.3.3)
- Four [MANDATORY] voice/tone standards (§2.3.4) + Voice Playbook integration as operating reference
- Co-branding hierarchy and third-party prohibitions (§2.3.5–§2.3.6)
- Creative approval workflow (§2.3.7)
- Six-tier signage hierarchy (§2.4.1)
- 15-calendar-day remediation window for signage / wraps; designated-vendor sourcing for wrap replacements (§2.4.1–§2.4.2)
- Pavement, digital, launch, Brand Asset Library standards (§2.4.3–§2.4.6)
Outstanding unverified
| # | Claim | Primary source needed | Resolver |
|---|---|---|---|
| M03.OUT.01 | FA §11 specific Marks-usage text | FA primary | Jim Frank / counsel |
| M03.OUT.02 | FDD Item 13 Marks-related disclosures | FDD primary | Jim Frank / counsel |
| M03.OUT.03 | Brand Asset Library current version assets | Partner Portal Library | Will Frank / Tony Cuomo |
| M03.OUT.04 | HiON Site Design Manual specifications | Partner Portal | Tony Cuomo |
| M03.OUT.05 | Launch toolkit current contents | Partner Portal | Will Frank |
M04 · Site acquisition and feasibility — v0.1
Status: ~40 claims verified against Operations Manual v1.0; 6 outstanding rely on FA / FDD / Partner Portal primary.
Verified against Manual
Full list in M04-Site-Acquisition-and-Feasibility.md Section 11. Highlights:
- Search Area / Development Territory framework + no-protection rule (§4.1)
- 6 [MANDATORY] Multi-Unit Developer standards (§4.2)
- 5-Business-Day lead capture; 2-week update cadence; 30-day stale-lead trigger; 7-stage pipeline; Cross-Territory Opportunity Escalation 4-step (§4.3)
- 5 required reports with cadence (§4.4)
- 8 Ideal Host Profile categories (§5.1.1)
- 9 minimum site requirements [MANDATORY] (§5.1.2) — including minimum 3 usable parking spaces (corrects NotebookLM’s “4”)
- 4 [MANDATORY] outreach standards + 9-step Site Walk checklist (§5.2)
- 3-phase Evaluation Workflow with Desktop Pre-Check / On-Site Audit / Electrical and Utility Assessment (§6.1)
- 13 cost + 12 recurring opex categories (§6.2.1–§6.2.2)
- §6.2.3 [MANDATORY] FPR discipline — verbatim
- 8-component Site Authorization Submittal + 4 outcomes + 15 BD HiON response time (§6.3)
- 5 §6.4 hard milestones + 30-day-before-milestone extension request requirement
Significant corrections from NotebookLM draft (now resolved)
- Minimum parking: 3 spaces (§5.1.2), not 4
- Ideal Host Profile: 8 categories (§5.1.1), not the NotebookLM’s narrower list
- Minimum site requirements: 9 (§5.1.2), not 5
- Site Authorization outcomes: 4 (Authorized / Authorized with Conditions / Clarification Requested / Declined per §6.3.2), not 3
Outstanding unverified
| # | Claim | Primary source | Resolver |
|---|---|---|---|
| M04.OUT.01 | Development Extension Fee amount | FDD | Jim Frank / counsel |
| M04.OUT.02 | Development Transfer Fee amount | FDD | Jim Frank / counsel |
| M04.OUT.03 | FA Attachment A specific Search Area + Projected Opening Date | FA primary | Jim Frank |
| M04.OUT.04 | Site Design Manual utility upgrade threshold | Partner Portal Site Design Manual | Tony Cuomo / Eng & Design Review |
| M04.OUT.05 | FDD Item 19 specific FPR disclosures | FDD primary | Jim Frank / counsel |
| M04.OUT.06 | FDD Item 7 initial investment ranges | FDD primary | Jim Frank / counsel |
M05 · Lease, Site Host relationship, and the Lease Addendum — v0.1
Status: ~20 claims verified against Operations Manual v1.0; 4 outstanding require FA primary text.
Verified against Manual
Full list in M05-Lease-Site-Host-Relationship-Lease-Addendum.md Section 11. Highlights:
- 9-row Site Host / Franchisee / HiON division-of-obligations table (§5.3)
- Five [MANDATORY] §5.3 prohibited commitments — verbatim
- 8 [MANDATORY] required lease provisions (§5.4.1)
- 4 commercial structure patterns + [APPROVAL REQUIRED] for non-standard variants (§5.4.2)
- 5-step lease approval workflow with 10-BD HiON response + 5-BD post-execution upload (§5.4.3)
- 5 [MANDATORY] standards in §5.5 — Lease Addendum execution simultaneously with lease; Collateral Assignment perfection; SBA Addendum where applicable; no side letters; immediate default-notice notification
- §5.5 four-step Site Host objection escalation; disqualification when Site Host will not accept the Lease Addendum
Outstanding unverified (FA primary)
| # | Claim | Primary source | Resolver |
|---|---|---|---|
| M05.OUT.01 | FA Attachment D specific text — Lease Addendum + Collateral Assignment of Lease | FA primary | Jim Frank / counsel |
| M05.OUT.02 | FA Attachment E specific text — SBA Addendum | FA primary | Jim Frank / counsel |
| M05.OUT.03 | FA cure periods on Site Host default notices | FA primary | Jim Frank / counsel |
| M05.OUT.04 | Partner Portal Site Host briefing template current contents | Partner Portal | Will Frank / Tony Cuomo |
M06 · Design, permitting, and utility coordination — v0.1
Status: ~16 claims verified against Manual; 4 outstanding require Partner Portal current contents.
Highlights verified: §7.1.1 [MANDATORY] standard-layout discipline; 10-component design package; 4 design-review outcomes + 15-BD response; §7.2 [MANDATORY] permit discipline; 5 [MANDATORY] utility-coordination standards including 15-BD service-order initiation and entity-name account requirement; 6 common utility failures (9–18 month transformer).
Outstanding: Site Design Manual specifications; Partner Portal preferred-expediter list; Site Design Manual utility upgrade threshold; Manual Appendices B (Build Checklists).
M07 · Construction management and commissioning — v0.1
Status: ~17 claims verified against Manual; 4 outstanding require MSA / Partner Portal primary.
Highlights verified: §7.4.1 [MANDATORY] contractor qualification including pre-mobilization electrical-contractor approval; 9 milestone inspections; §7.4.3 [MANDATORY] change-order discipline; 3 [MANDATORY] construction safety standards with 1-BD OSHA reporting; 10-item §7.5.1 pre-commissioning readiness checklist; 8-step commissioning process; §7.5.3 [MANDATORY] public-opening prohibition (material breach); 3 commissioning outcomes; 4 [MANDATORY] post-commissioning standards including 5-calendar-day ribbon-cutting.
Outstanding: MSA False Call-Out specific mechanics; MSA acceptance testing procedure; HiON launch toolkit current contents (full detail in M08); Operations Manual Appendices B.
M09–M15 · Consolidated source gaps summary
All 7 Phase D + Phase E modules drafted with Manual citations verified. ~35 outstanding items across the 7 modules, grouped by primary-source category below.
By primary source
Franchise Agreement (FA primary needed):
- FA §5 fee amounts, calculation methods, payment rhythms (M13)
- FA §5.7 Sinking Fund monthly deposit amount (M13)
- FA §6 records and audits provisions, Audit Fee threshold (M13)
- FA §10 Transfer mechanics + Right of First Refusal language (M15)
- FA §§13-14 Insurance coverage and Indemnification provisions (M14)
- FA §§15-17 Termination provisions (M15)
- FA renewal notice window specifics (M15)
- FA cure periods (already noted in M02)
- FA-side DBM approval mechanics (M09)
- HiON confidentiality and non-solicitation agreement form for non-equity DBMs (M09)
- HiON vendor agreement templates (M09, M12)
Master Services Agreement (MSA primary needed):
- MSA False Call-Out specific mechanics (already noted M07; relevant M10)
- MSA acceptance testing procedure (M07)
- MSA Uptime Guarantee mechanics (M10)
- MSA Excuse Events specific definitions (M10)
- MSA senior-management referral 20-day mechanics (already noted in M02)
- MSA formal dispute resolution venue/procedure (already noted in M02)
Franchise Disclosure Document (FDD primary needed):
- FDD Item 5 (Initial Fees); Item 6 (Other Fees, including Audit Fee, Transfer Fee, Renewal Fee, Relocation Fee, Development Extension Fee, Development Transfer Fee); Item 7 (Initial Investment ranges); Item 11 (Franchisee Training Program schedule and pass criteria); Item 19 (FPR disclosures) — across multiple modules (M04, M09, M13, M15)
Partner Portal current contents:
- HiON Site Design Manual specifications (illuminance, pavement/striping, ice-melt compatibility, utility upgrade threshold) — M06, M07, M10, M14
- HiON Brand Asset Library current assets (M03, M08)
- Social Media Playbook (M08)
- Launch toolkit (M07, M08)
- Preferred-vendor lists by region/scope (M06, M07, M09, M12)
- Disqualification list (M12)
- Vendor agreement templates + vendor-qualification questionnaire (M12)
- Customer-interaction log template (M11)
- Site Host Enforcement Briefing (M11)
- HiON-approved sponsorship mechanism specifics (M11)
- Operations Manual Appendices A-F current contents (M02, M07, M14, M15)
- HiON chart of accounts and reporting taxonomy current publication (M13)
- Monthly financial summary template (M13)
- Partner Portal security protocols for verification (M14)
- Incident Report form (M14)
- Expansion Feasibility Submittal / Closure Plan / Relocation Submittal templates (M15)
Resolution path
Each outstanding item has a named resolver in the module’s Section 11. The most efficient resolution sequence:
- Surface the FA, MSA, FDD primary documents to verify or correct fee amounts, cure periods, attachment letters, formal procedures, and disclosure-specific content
- Surface the Partner Portal current contents to verify or update Site Design Manual specs, Brand Asset Library files, vendor lists, templates, playbooks, and Manual Appendices
Until these are surfaced, every module operates with [CONFIRM] tags marking the FA/MSA/FDD/Partner Portal-dependent specifics. The Manual citations (every §, every [MANDATORY] / [APPROVAL REQUIRED] / [RECOMMENDED] / [LOCAL-LAW DEPENDENT] standard, every numbered procedure, every required-deliverable cadence) are verified against Operations Manual v1.0 Working Draft.
M08 · Launch and local marketing — v0.1
Status: ~22 claims verified against Manual + Voice Playbook; 6 outstanding require Partner Portal current contents and FA/FDD primary.
Highlights verified: 8-row marketing role split; 5-calendar-day ribbon-cutting; 15-BD HiON invitation; 4 [MANDATORY] Start-Up Advertising standards (material breach if missed); 10-item launch-week checklist; 4 [MANDATORY] local marketing standards + 6 approved channels; 4 [MANDATORY] Site Host co-marketing standards; 3 [MANDATORY] digital presence standards (no driver-support channel; no third-party finders); 3 [MANDATORY] + 1 [APPROVAL REQUIRED] social media standards; 4 [MANDATORY] creative review standards with 10-BD response; A&M Fund + Local Spend + Start-Up Advertising as three distinct obligations.
Outstanding: Social Media Playbook current contents; launch toolkit current contents; FDD Item 6 A&M Fee amount; FDD Item 11 / FA §12 Start-Up Advertising spend; FA Local Marketing Spend specifics; Partner Portal paid digital threshold.
Resolution process
When primary sources become available:
- SME (named in Resolver column) reviews the claim against the primary source
- Status updated to
verified,corrected, orremoved - If
corrected: the module file is updated, the change is logged in that module’s Section 12 (Change log) with a new version number - If
removed: the claim is cut from the module and the module’s Section 12 reflects the cut
Until all rows for a module are verified, referenced, corrected, or removed, that module’s status in the program manifest is “draft pending source verification.” Modules cannot be FDD-Item-11-referenced as final until this log is clean.
Current M01 status: ready for SME review of the four outstanding FA/MSA-dependent claims. Module is otherwise verified against Operations Manual v1.0 Working Draft.
Resolution clusters — for efficient batched sessions
The per-module structure above is the right reference when updating a single module. This section re-groups every outstanding tag into eight resolution clusters that map to single working sessions with named decision-makers. The goal: collapse ~70 individual tags into ~8 meetings rather than 70 conversations.
Cluster A — FA terms (Jim Frank + counsel, ~90 min)
Resolves all FA-primary claims across modules. The Franchise Agreement is the canonical source for every fee amount, every cure period, every attachment, and every standards-of-conduct provision that the Manual deliberately defers (Manual §2.1.2, §5.5, §3.4, §15 all defer to FA).
- FA §5 fee structure: rate, base, calculation method (M01.OUT.04, M13)
- FA §5 fee amounts: Royalty Fee, Audit Fee, Transfer Fee, Renewal Fee, Relocation Fee, Development Extension Fee, Development Transfer Fee, A&M Fee, Local Marketing Spend (M02.OUT.01, M04.OUT.01, M04.OUT.02, M08, M13, M15)
- FA §5.7 Sinking Fund monthly deposit amount (M13)
- FA cure periods for default categories (M02.OUT.02, M05.OUT.03)
- FA §6 records and audits, including Audit Fee threshold (M13)
- FA §10 Transfer mechanics + Right of First Refusal language (M15)
- FA §§13–14 Insurance + Indemnification (M14)
- FA §§15–17 Termination provisions (M15)
- FA §11 Marks-usage text (M03.OUT.01)
- FA §12 Start-Up Advertising spend (M08)
- FA Renewal notice window (M15)
- FA Attachment A — Search Area + Projected Opening Date language (M04.OUT.03)
- FA Attachment D — Lease Addendum + Collateral Assignment of Lease (M01.OUT.02, M05.OUT.01)
- FA Attachment E — SBA Addendum (M05.OUT.02)
- FA-side DBM approval mechanics (M09)
- HiON confidentiality and non-solicitation agreement form for non-equity DBMs (M09)
- HiON vendor agreement templates (M09, M12)
Resolves approximately 20 individual tags.
Cluster B — FDD disclosures (Jim Frank + counsel, ~60 min)
Resolves all FDD-primary claims. Schedule after Cluster A — FDD Items 5, 6, 7 derive from the FA terms resolved in Cluster A, so doing FDD without FA in hand wastes time.
- FDD Item 5 (Initial Fees) (multiple modules)
- FDD Item 6 (Other Fees — including every event-based fee in Cluster A) (multiple modules)
- FDD Item 7 (Initial Investment ranges — updated for Option 2 training program length) (M04.OUT.06)
- FDD Item 11 (Franchisee Training Program — resolved, see
Item-11-Decision-Memo.md+Item-11-Input-for-Counsel.md+Assessment-Format.md) - FDD Item 13 Marks-related disclosures (M03.OUT.02)
- FDD Item 19 Financial Performance Representations (M04.OUT.05)
Resolves approximately 8 individual tags. Cluster A is a prerequisite.
Cluster C — MSA mechanics (Jim Frank + Joe Frank, ~60 min)
Resolves all MSA-primary claims. The Master Services Agreement is the canonical source for the HiON–franchisee operational mechanics (False Call-Out, Uptime Guarantee, Excuse Events, settlement, senior management referral, formal dispute).
- MSA articles covering equipment, maintenance, uptime (M01.OUT.03)
- MSA False Call-Out specific mechanics (M07, M10)
- MSA Acceptance Testing procedure (M07)
- MSA Uptime Guarantee mechanics (M10)
- MSA Excuse Events specific definitions (M10)
- MSA senior-management referral 20-day mechanics (M02.OUT.03)
- MSA formal dispute resolution venue / procedure (Kansas City, KS arbitration mechanics) (M02.OUT.04)
- Settlement cadence — when HiON pays the franchisee (FA + MSA cross-reference) (M01.OUT.01)
Resolves approximately 10 individual tags.
Cluster D — Partner Portal brand and site assets (Tony Cuomo, ~45 min)
Resolves all Portal-asset claims in brand, site design, and launch.
- HiON Site Design Manual specifications (illuminance, pavement/striping, ice-melt compatibility) (M03.OUT.04, M06, M07, M10, M14)
- HiON Site Design Manual utility upgrade threshold (M04.OUT.04, M06, M07)
- HiON Brand Asset Library current assets (M03.OUT.03, M08)
- Social Media Playbook current contents (M08)
- Launch toolkit current contents (M03.OUT.05, M07, M08)
- Partner Portal Site Host briefing template (M05.OUT.04)
Resolves approximately 8 individual tags.
Cluster E — Partner Portal operations assets (Joe Frank, ~45 min)
Resolves all Portal-asset claims in vendor management, customer support, and incident reporting.
- Preferred-vendor lists by region/scope (M06, M07, M09, M12)
- Disqualified-vendor list (M12)
- Vendor agreement templates + vendor-qualification questionnaire (M12)
- Customer-interaction log template (M11)
- Site Host Enforcement Briefing (M11)
- HiON-approved sponsorship mechanism specifics (M11)
- Incident Report form (M14)
- Partner Portal security protocols for verification (M14)
Resolves approximately 8 individual tags.
Cluster F — Manual Appendices and records (Joe Lewis, ~30 min)
Resolves all Manual-Appendix-dependent and records-retention-specifics claims.
- Operations Manual Appendices A–F current contents (M02, M07, M14, M15)
- Manual Appendix B Build Checklists specifically (M06, M07)
- Records retention specific periods where Manual defers to FA (M02.OUT.05, §15.6)
Resolves approximately 6 individual tags.
Cluster G — Finance and reporting (Joe Lewis or finance designate, ~30 min)
Resolves all Portal-asset claims in finance/reporting.
- HiON chart of accounts and reporting taxonomy current publication (M13)
- Monthly financial summary template (M13)
- FA Local Marketing Spend specifics (overlap with Cluster A — close in Cluster A) (M08)
- Partner Portal paid digital threshold (M08)
Resolves approximately 4 individual tags.
Cluster H — Lifecycle templates (Joe Lewis or counsel, ~30 min)
Resolves all Portal templates for lifecycle events.
- Expansion Feasibility Submittal template (M15)
- Closure Plan template (M15)
- Relocation Submittal template (M15)
Resolves approximately 3 individual tags.
Recommended cluster sequence
- Cluster A (FA terms) — first, because FDD Item 5/6/7 and most other disclosures derive from FA terms.
- Cluster B (FDD disclosures) — second, once FA terms are locked.
- Cluster C (MSA mechanics) — can run in parallel with A or B; not dependent on them.
- Clusters D–H (Portal assets + Manual appendices) — can run in any order once a session with the relevant resolver is available; mostly independent of A/B/C.
Total committed time, all clusters: approximately 5–6 hours of working sessions distributed across 4–5 decision-makers (Jim Frank, counsel, Joe Frank, Tony Cuomo, Joe Lewis). Spreads cleanly across two weeks if calendared promptly.
After all clusters close: every [CONFIRM] tag in this log resolves to verified / corrected / removed / referenced, each affected module’s Section 12 (change log) is updated, and the program enters “v1.0 Franchisee Training Program Curriculum” status — ready to be referenced as final in FDD Item 11.