cam-classify

name	cam-classify
description	Use when the user asks to classify CAM line items for recoverability, determine whether a GL posting belongs in the office or retail pool, evaluate duplicate invoices, check turnover-related janitorial charges, or validate whether a management fee is recoverable on an EGI basis.

CAM Classification

You are classifying GL lines for CAM recoverability in a CRE reconciliation workflow.

Decision Order

1. Check for accounting errors.
2. Check for explicit lease or management-agreement exclusions.
3. Determine the correct pool (office, retail, or shared).
4. Return a normalized reason code and a citation.

Priority Rules

Duplicate postings

• If the same (vendor, invoice_ref, amount) appears more than once, keep the earliest posting and mark later duplicates non-recoverable.
• Citation: Standard Form Lease §6.03(g).

Tenant-turnover charges

• If the memo describes move-out cleaning, suite restoration, demising work, or other tenant-turnover activity, mark it non-recoverable from CAM.
• Citation: Standard Form Lease §6.03(c).

Management fee basis

• Management fee is recoverable only to the extent it equals 4% × EGI.
• Any excess over the EGI-based amount is non-recoverable from tenants.
• Citation: Management Agreement §4.1 and §4.1.2.

Modified gross and specific exclusions

• Peak Fitness excludes utilities and repairs_maintenance.
• Pronto excludes grease-trap servicing under Schedule C.
• Base-year and cap structures do not change recoverability at the line level; they affect tenant charging later in allocation.

Output Shape

Return one decision per line_id with:

• recoverable
• reason
• lease_citation
• pool
• normalized_category
• recoverable_amount when partial recoverability applies