Preamble
Montero Nava Policy Code 0090 establishes the document-level governance framework for formal external research reports and fixed informational publications issued under the MND-EXT classification.
Policy Codes 6150 and 6151 established standards for external informational websites and structured independent informational platforms. Those policies did not, however, fully define how the same principles should be applied to:
- PDF reports;
- downloadable research documents;
- printed reports;
- document-based profiles;
- external policy or terms reviews;
- fixed digital publications;
- archived report editions; or
- formal MND-EXT External Research Reports.
Policy Code 0090 closes that technical and administrative gap.
A document is not a website merely because it is downloaded from one.
A PDF is not an interactive platform merely because it is hosted online.
Policy Code 0090 therefore creates a separate but coordinated document-governance layer that preserves the disclosure, non-affiliation, ownership-separation, accuracy, and correction principles established under Policy Code 6150.
I. Purpose
Policy Code 0090 exists to:
- Establish the formal MND-EXT document classification.
- Govern external research reports issued by Montero Nava.
- Extend applicable Policy Code 6150 protections to fixed publications.
- Distinguish documents from websites and interactive platforms.
- Establish required document-control information.
- Standardize disclosure, attribution, footer, source, and identification requirements.
- Provide consistent rules for PDFs, printed reports, and downloadable files.
- Preserve transparency when reporting on third-party organizations, individuals, products, services, projects, or public subjects.
- Establish correction, revision, supersession, and removal procedures.
- Prevent Montero Nava documents from being mistaken for official third-party publications.
II. Foundational Principle
Policy Code 0090 is founded upon the following distinction:
Policy Code 6150 governs the external informational principle.
Policy Code 6151 governs the informational platform.
Policy Code 0090 governs the informational document.
The location where a document is hosted does not determine the identity of the document.
The document must carry its own:
- identity;
- classification;
- disclosure;
- source record;
- publication status;
- version information; and
- non-affiliation notice.
These requirements remain attached to the document even when it is:
- downloaded;
- emailed;
- printed;
- copied;
- archived;
- embedded;
- transferred between platforms; or
- viewed outside the original hosting environment.
III. Relationship to Policy Codes 6150 and 6151
3.1 Policy Code 6150
Policy Code 6150 establishes the substantive principles governing external informational content, including:
- hosting and publisher identification;
- third-party ownership separation;
- non-affiliation;
- informational purpose;
- accuracy limitations;
- public-source transparency;
- correction and removal procedures; and
- intellectual-property recognition.
Policy Code 0090 incorporates those applicable principles into the document environment.
A document governed by Policy Code 0090 is not automatically classified as an “EXT Site.” It is instead classified as an MND-EXT publication operating in substantive alignment with Policy Code 6150.
3.2 Policy Code 6151
Policy Code 6151 governs the structure and public implementation of:
- websites;
- informational engines;
- parameter-based systems;
- JSON-driven platforms;
- entry directories;
- media-reference platforms; and
- interactive informational interfaces.
Policy Code 6151 does not automatically govern a standalone PDF or printed report.
When an MND-EXT document is published through a platform governed by Policy Code 6151:
- the website or platform remains governed by Policy Codes 6150 and 6151; and
- the document remains governed by Policy Code 0090.
Both layers must maintain their respective disclosures.
3.3 Governing Application Matrix
| Publication Context | Governing Policy |
|---|---|
| External informational website | Policy Code 6150 |
| Structured or interactive informational platform | Policy Codes 6150 and 6151 |
| Standalone MND-EXT PDF or fixed report | Policy Code 0090, aligned with applicable 6150 principles |
| Printed MND-EXT report | Policy Code 0090 |
| MND-EXT report hosted on a 6151 platform | Document: 0090; Platform: 6150 and 6151 |
| Unaltered third-party document merely linked or hosted by Montero Nava | 6150/6151 hosting disclosure, without representing Montero Nava as the document’s author |
| Officially commissioned or authorized report | Policy Code 0090, with the exact authorized relationship expressly identified |
No policy shall be interpreted as canceling the requirements of another applicable policy.
IV. Definitions
For purposes of Policy Code 0090:
4.1 MND
MND means Montero Nava Document.
4.2 EXT
EXT means that the document concerns, evaluates, organizes, summarizes, or references information external to Montero Nava or intended for an external audience.
4.3 MND-EXT
MND-EXT means:
Montero Nava Document — External
It is a document classification identifying an external informational publication prepared, formatted, issued, or published by Montero Nava.
The MND-EXT classification does not represent:
- third-party ownership;
- government certification;
- official status;
- endorsement;
- partnership; or
- approval by the referenced subject.
4.4 External Research Report
An External Research Report is a structured document that collects, evaluates, summarizes, compares, or presents information concerning a subject not owned or operated by Montero Nava.
4.5 Fixed Informational Publication
A fixed informational publication is a document issued in a defined edition or version that does not depend upon a live database or interactive display engine to present its principal content.
Examples include:
- PDF;
- PDF/A;
- DOCX;
- ODT;
- EPUB;
- printed report;
- static document export;
- formal memorandum;
- research brief;
- terms or privacy-policy review;
- organization profile;
- public-reference report; or
- archived report edition.
4.6 Referenced Entity
A referenced entity is any organization, company, government body, nonprofit, individual, project, platform, product, service, or intellectual property discussed within an MND-EXT document.
4.7 Research Cutoff Date
The research cutoff date is the latest date through which sources and time-sensitive information were reviewed for the issued report.
V. Scope
Policy Code 0090 applies when Montero Nava creates, commissions, prepares, formats, publishes, distributes, or formally issues a document that:
- reports on a third-party organization or individual;
- summarizes publicly available information;
- reviews external terms, policies, services, or organizational structures;
- compares external products, services, or entities;
- presents public records, public datasets, or open-web research;
- documents weather, locations, industries, brands, services, or public resources;
- is labeled as an MND-EXT External Research Report; or
- would reasonably be interpreted as a formal Montero Nava external informational publication.
This policy applies regardless of whether the document is:
- free or paid;
- public or limited-distribution;
- distributed digitally or physically;
- hosted by Montero Nava or another authorized provider; or
- attached to an email, platform entry, directory record, or web page.
VI. Exclusions
Policy Code 0090 does not automatically apply to:
- internal operational documents not intended for external distribution;
- personal notes or unfinished research;
- raw source files retained only for internal reference;
- official Montero Nava corporate documents concerning Montero Nava itself;
- creative works, fiction, poetry, or artistic publications;
- unaltered third-party documents that Montero Nava merely links to or stores;
- private client material governed by a separate agreement; or
- documents governed by a more specific controlling policy.
A working draft may be prepared before full compliance, but it must be clearly marked:
DRAFT — NOT FOR PUBLIC DISTRIBUTION
A document shall not be publicly released as a final MND-EXT publication until the applicable requirements of this policy are satisfied.
VII. Document Classification and Status
Every MND-EXT document must carry an issuance status.
Permitted statuses include:
- Draft — incomplete and not approved for general public reliance;
- Review Copy — distributed for fact-checking or internal review;
- Final — approved for public or authorized distribution;
- Corrected Edition — revised to correct identified errors;
- Updated Edition — revised to include newer information;
- Superseded — replaced by a newer edition;
- Withdrawn — no longer authorized for active distribution; and
- Archived — retained as a historical record.
A document’s status must not be concealed.
A draft watermark or visible draft declaration should be used when an unfinished document could otherwise be mistaken for a final report.
VIII. Required Document-Control Information
Every final MND-EXT publication must display the following information in its cover, title page, document-control block, or opening section:
- Document title;
- Document type;
- MND-EXT classification;
- Unique MNID;
- Issue date;
- Research cutoff date, where applicable;
- Version or edition number;
- Publication status;
- Access classification, such as Public or Limited Distribution;
- Publishing or issuing authority;
- Applicable policy codes;
- Subject or scope of the report; and
- Disclosure or correction-request location.
8.1 MNID Requirement
Every final MND-EXT publication must receive a unique Montero Nava Identification Number before public release.
The MNID identifies the individual publication record.
The label MND-EXT identifies the document class.
They are not interchangeable.
A draft awaiting identification may temporarily state:
MNID: Pending — Draft Copy
A final public document shall not retain an “MNID Pending” designation.
8.2 Recommended Control Block
Document Class: MND-EXT
Document Type: External Research Report
MNID: [Assigned MNID]
Issue Date: [Date]
Research Cutoff: [Date]
Version: [Version]
Status: Final
Classification: Public
Issuing Authority: Montero Nava
Governed By: Policy Code 0090
Foundational Alignment: Policy Code 6150
IX. Required Publication Declaration
Every MND-EXT External Research Report must include the following minimum declaration:
MND-EXT — External Research Report
This document is an independent informational publication prepared and issued by Montero Nava. It is governed by Montero Nava Policy Code 0090 and incorporates the applicable disclosure, non-affiliation, ownership-separation, correction, and accuracy principles of Policy Code 6150.
This document is not an official publication of any referenced third-party entity unless expressly stated.
9.1 Short Declaration Line
The following short declaration may be used on a cover, title page, or report-information block:
A Montero Nava MND-EXT External Research Report | Governed by Policy Code 0090 | Aligned with Policy Code 6150 | Independent Informational Publication
9.2 Full Standard Disclosure
Every report must contain the following disclosure, either in the front matter or on a dedicated disclosure page:
Published by Montero Nava
This document is an independent informational publication prepared and issued by Montero Nava.
All third-party trademarks, logos, names, titles, service marks, and other intellectual property referenced in this document remain the property of their respective owners.
Unless expressly stated, this document is not affiliated with, endorsed by, sponsored by, commissioned by, or officially connected to any referenced third-party organization or individual.
Information may be derived from publicly available or otherwise lawfully obtained sources and is presented for informational, educational, research, and reference purposes.
Montero Nava does not guarantee that all information will remain complete, current, or error-free. Readers should verify time-sensitive, consequential, or official information directly with the referenced entity or appropriate official source.
Requests for correction, clarification, attribution review, or removal may be submitted through the official Montero Nava disclosure and contact channels.
9.3 Digital Link Requirement
In a digital MND-EXT document, the first reference to Montero Nava within the publication disclosure must link to:
https://link.mnus.me/discloser
If the disclosure hub is replaced, the officially designated successor URL may be used.
The separate link requirement imposed upon a website under Policy Code 6151 remains applicable to the website itself.
X. Footer and Page-Identification Standard
Every multipage MND-EXT report should contain a persistent footer.
The standard three-part footer is:
| Position | Required Content |
|---|---|
| Left | Shortened document or report title |
| Center | MND-EXT |
| Right | MNID and page number |
Recommended format:
[Short Report Title] | MND-EXT | [MNID] · Page X of Y
The footer must remain readable without overpowering the report content.
Every detached or printed page should remain reasonably identifiable as belonging to the same report.
The cover page may use a modified layout, but it must visibly display:
- MND-EXT;
- the report title;
- the MNID;
- the issue date; and
- the publication status.
XI. Standard Report Structure
A formal MND-EXT External Research Report should contain:
- Cover or title page;
- Document-control block;
- Executive summary;
- Scope and research objective;
- Research methodology or source explanation;
- Findings or subject overview;
- Analysis, where applicable;
- Limitations and accuracy notice;
- Conclusion or closing summary;
- Source register or citations;
- Disclosure and non-affiliation notice; and
- Revision or version record.
Short reports may combine sections where reasonable.
However, shortening a report does not permit omission of:
- document identity;
- MNID;
- status;
- sources;
- non-affiliation disclosure;
- accuracy notice; or
- policy identification.
XII. Research and Source Integrity
MND-EXT research must be conducted and presented in good faith.
12.1 Source Preference
Where reasonably available, reports should prioritize:
- Official first-party sources;
- Government or regulatory sources;
- Primary legal or corporate documents;
- Public datasets;
- Established academic or institutional sources;
- Reputable secondary reporting;
- Public directories and reference services; and
- User-generated or informal sources, when clearly identified.
12.2 Source Traceability
A reader should be able to identify the source supporting a material factual claim.
Citations should include, where available:
- source title;
- publishing organization;
- URL or document identifier;
- publication date;
- access date; and
- page or section reference.
12.3 Fact, Analysis, and Inference
Reports must distinguish between:
- verified fact;
- source-reported information;
- Montero Nava analysis;
- reasonable inference;
- estimate;
- opinion; and
- unresolved or conflicting information.
An inference must not be presented as a confirmed fact.
12.4 Time-Sensitive Information
Information such as prices, leadership, ownership, terms, laws, certifications, service availability, schedules, and organizational structure must include an “as of” or research cutoff date when relevant.
12.5 Source Limitations
The fact that information is publicly available does not automatically establish that it is:
- accurate;
- complete;
- current;
- suitable for republication; or
- appropriate to include.
Public availability does not eliminate privacy, copyright, ethical, or contextual responsibilities.
XIII. Intellectual Property and Ownership Separation
Montero Nava may claim rights in the original:
- report structure;
- research organization;
- analysis;
- summaries;
- commentary;
- document design; and
- original graphics created for the report.
Montero Nava does not claim ownership of third-party:
- trademarks;
- service marks;
- logos;
- photographs;
- brand identities;
- copyrighted source material;
- corporate names;
- product names; or
- referenced intellectual property.
Third-party materials may only be used to the extent reasonably necessary for identification, commentary, analysis, citation, or another lawful purpose.
Reports must not reproduce excessive portions of source material or imitate the visual identity of a referenced entity in a way that could imply official status.
The appearance of a trademark or logo does not establish:
- endorsement;
- sponsorship;
- authorization;
- partnership; or
- affiliation.
XIV. Non-Affiliation and Authorized Relationships
An MND-EXT publication must not:
- impersonate a referenced entity;
- adopt misleading official-looking language;
- claim approval that has not been granted;
- imply sponsorship through layout or branding;
- describe itself as an official report without written authority; or
- obscure Montero Nava’s role as the publisher.
If a report is commissioned, sponsored, reviewed, or authorized by a third party, the exact relationship must be stated.
Permitted examples include:
- “Prepared for [Entity]”;
- “Commissioned by [Entity]”;
- “Published with authorization from [Entity]”; or
- “Prepared independently; factual comments were requested from [Entity].”
A limited authorization must not be described as a general partnership or endorsement.
XV. Accuracy, Reliance, and Professional Limitations
Montero Nava shall make reasonable efforts to present information accurately and in context.
However, MND-EXT documents must not guarantee:
- future accuracy;
- permanent availability;
- complete coverage;
- uninterrupted source access; or
- the absence of later changes.
Readers must be encouraged to verify consequential information through official sources.
Where a report addresses legal, medical, financial, safety, engineering, regulatory, or other professional matters, it must include an appropriate subject-specific notice explaining that the document does not replace qualified professional advice or official guidance.
A general informational report shall not be treated as:
- legal counsel;
- regulatory approval;
- financial advice;
- medical diagnosis;
- engineering certification;
- safety authorization; or
- an official governmental determination.
XVI. Privacy and Ethical Research Boundaries
MND-EXT publications must respect personal privacy and human dignity.
Reports shall not publish unnecessary:
- home addresses;
- personal telephone numbers;
- private email addresses;
- financial account information;
- identification numbers;
- authentication credentials;
- sensitive medical information;
- information concerning minors;
- precise private-location information; or
- information that could create a foreseeable safety risk.
Unverified accusations must not be presented as fact.
Allegations, disputes, or controversial claims must be:
- attributed to their source;
- described in context;
- distinguished from established findings; and
- reviewed for fairness and potential harm.
Policy Code 0090 does not permit doxxing, harassment, intimidation, or the use of public information to create unnecessary personal exposure.
XVII. Technical Publication Standards
A final MND-EXT PDF should:
- open without errors in commonly used PDF readers;
- contain searchable and selectable text whenever practicable;
- use embedded or reliably supported fonts;
- maintain consistent page dimensions and margins;
- include page numbering;
- contain working and readable hyperlinks;
- avoid clipped text, tables, charts, or footer elements;
- contain appropriate document metadata;
- avoid hidden comments, unresolved annotations, and tracked changes;
- remove unintended personal or system metadata;
- avoid embedded scripts or unsafe active content;
- contain no private credentials, session tokens, or internal file paths; and
- be visually inspected before release.
PDF/A or another archival format is recommended for long-term record copies.
Scanned or image-only documents should receive text recognition where possible.
17.1 Accessibility
MND-EXT documents should, where reasonably practicable, include:
- logical heading structure;
- readable font sizing;
- sufficient color contrast;
- descriptive link text;
- alternative text for meaningful images;
- understandable tables;
- logical reading order; and
- selectable text.
Montero Nava styling may be used, but visual design shall not prevent readability or accessibility.
17.2 Recommended Filename
The recommended filename structure is:
MND-EXT_[MNID][Short-Title][Version]_[Issue-Date].pdf
Filenames should avoid unnecessary spaces, unsafe characters, or ambiguous labels such as “final-final” or “newest.”
XVIII. Hosting, Embedding, and Distribution
An MND-EXT document retains its classification regardless of where it is distributed.
When hosted on a Policy Code 6151 platform:
- the platform must display its required 6150/6151 declaration;
- the document must contain its required 0090 declaration;
- the platform disclosure does not replace the document disclosure; and
- the document disclosure does not replace the platform disclosure.
A direct PDF link should identify the current authorized version or provide access to a landing page that does so.
Copies should not be distributed with required notices removed.
A converted website printout does not automatically become a formal MND-EXT report. It must be intentionally issued, identified, reviewed, and registered under Policy Code 0090.
XIX. Versioning, Corrections, and Supersession
19.1 Minor Corrections
Minor typographical, citation, formatting, or factual corrections may retain the same MNID when the publication remains the same intellectual work.
The version number must be updated, and the correction should be recorded.
19.2 Material Revision
A substantially expanded report, new research scope, or materially different publication should receive:
- a new version or edition designation; and
- a new MNID when it constitutes a distinct publication.
The new report should reference the earlier edition when appropriate.
19.3 Superseded Documents
A superseded report should be clearly marked:
SUPERSEDED — A NEWER EDITION IS AVAILABLE
Where practicable, the document record should link to the current edition.
19.4 Withdrawn Documents
A withdrawn document must not continue to be presented as the current authorized report.
An archival notice may remain available stating that the document was withdrawn, without requiring disclosure of confidential review information.
XX. Correction, Clarification, and Removal Requests
Referenced entities, rights holders, readers, and affected individuals may request:
- factual correction;
- source clarification;
- attribution review;
- privacy review;
- intellectual-property review;
- removal of specific material; or
- withdrawal of a document.
Requests may be submitted through the official Montero Nava disclosure or contact channels.
Montero Nava may:
- investigate the request;
- request supporting information;
- correct the document;
- issue an updated edition;
- add clarification;
- restrict distribution;
- remove content;
- withdraw the report; or
- decline the request when the report remains lawful, accurate, and appropriately presented.
Submission of a request does not automatically establish error, ownership, or a right to removal.
Where a credible risk involving privacy, safety, defamation, confidential information, or legal compliance is identified, temporary restriction may be used while the matter is reviewed.
XXI. Research Tools and Assisted Drafting
Research, drafting, editing, translation, data-extraction, or artificial-intelligence tools may assist in preparing an MND-EXT document.
However:
- a tool is not a factual source;
- generated statements must be verified;
- citations must point to the underlying source;
- automated summaries must be reviewed for context and accuracy;
- confidential information must not be entered into unauthorized systems; and
- responsibility remains with the human or organizational issuing authority.
Material automated assistance should be documented internally and disclosed publicly when required by law, contract, publication rules, or the nature of the report.
No report may avoid accountability by attributing an error solely to software or an automated system.
XXII. Publication Review and Responsibility
Before final issuance, the responsible publisher or reviewer should confirm:
- correct MND-EXT classification;
- assigned MNID;
- accurate title and publication date;
- research cutoff date;
- source traceability;
- fact and inference separation;
- non-affiliation language;
- intellectual-property attribution;
- privacy review;
- subject-specific disclaimer, if needed;
- functional links;
- correct footer;
- version status;
- visual integrity; and
- archival retention of the issued copy.
The same person may perform more than one role in a small publication operation, but the responsibilities themselves must not be ignored.
For reports presenting significant legal, medical, financial, regulatory, reputational, or safety risk, additional qualified review should be obtained before publication.
XXIII. Records and Archival Preservation
Montero Nava should retain, where appropriate:
- the final issued document;
- the editable source document;
- the source register;
- revision notes;
- correction records;
- publication date;
- MNID;
- version history; and
- supersession or withdrawal status.
Internal research records may remain confidential even when the final report is public.
Archival retention does not require continued public distribution.
XXIV. Transitional Compliance
Documents issued after the effective date of Policy Code 0090 must comply with this policy.
Existing external reports should be brought into compliance when they are:
- revised;
- reissued;
- materially updated;
- transferred to a new publication system; or
- designated as current official MND-EXT reports.
An older report is not automatically invalid solely because it predates Policy Code 0090.
However, an older document that could materially mislead readers should receive an updated disclosure, archival status, correction, or withdrawal notice as soon as reasonably practicable.
XXV. Governance and Amendment Authority
Montero Nava retains authority to:
- amend Policy Code 0090;
- issue implementation standards;
- establish report templates;
- revise disclosure language;
- designate successor disclosure URLs;
- create document subclasses;
- establish citation standards;
- create accessibility standards;
- approve exceptions;
- withdraw noncompliant publications; and
- issue addenda such as 0090-A, 0090-B, or other formally registered extensions.
Templates may clarify implementation but may not silently eliminate the core requirements for:
- publisher identity;
- non-affiliation;
- third-party ownership separation;
- source transparency;
- document status;
- MNID identification; or
- correction access.
For an MND-EXT publication:
- Policy Code 0090 controls document implementation;
- Policy Code 6150 controls the incorporated external-informational principles; and
- Policy Code 6151 controls any applicable hosting platform.
Applicable law and valid written agreements remain controlling where they impose additional obligations.
XXVI. Closing Doctrine
Policy Code 0090 affirms that Montero Nava’s responsibility does not end when information leaves a webpage and enters a document.
A report must identify itself.
A source must remain traceable.
A referenced entity must not be impersonated.
Third-party ownership must remain respected.
A correction pathway must remain open.
Montero Nava may research the external world.
It may organize public information.
It may publish independent findings.
But it must always distinguish:
- publication from ownership;
- research from authority;
- hosting from endorsement;
- analysis from fact; and
- independent information from official representation.
Policy Code 0090 exists so that every MND-EXT publication remains structured, identifiable, transparent, and accountable—whether viewed online, downloaded as a PDF, printed on paper, or preserved as part of the Montero Nava document record.