Pete Fowler Construction Services, Inc.  


 
Table of Contents | Project Data | Project Documents in File | Project Planning

Project Name: Sample Claim
Project Number: 00-000
Address: 123 Main Street, San Clemente, CA 92672
Attorney: Tom Smith, Esq., T: (310) 555-4090 F: (310) 555-3344
Insured: Bob's Concrete Foundations
Trade: Concrete Foundations

Table of Contents
1. Correspondence
1A 01-12-04 L to Owner
1A 01-12-26 T to ATY

2. Client Documents
A.  Subcontracts, Proposals, Change Orders, Purchase Orders, Billing & Accounting, Submittals, Correspondence, Call-Backs, Insurance, Testing
2A Contract Summary 02-05-23
2A Invoice Summary 02-02-05
B.  Other

3. Plaintiff Documents
A.  Defect List(s)
3A Issues Summary 02-02-12
B.  Cost Estimate(s)
3B PLTF Cost EST Summary 01-10-18
C.  Other

4. Construction Documentation
A.  Developer Files
B.  Subcontract Information
(i.)  Subcontracts, Proposals, Change Orders, Purchase Orders, Billing & Accounting, Submittals, Correspondence, Call-Backs, Insurance, Testing

5. PFCS, Inc. Inspection & Analysis
Note: files in this section are large and may take a long time to download with a dial-up connection
A.  Photographs
5A PF Roll 03 02-04-03
B.  Site Inspection Notes
5B PF Notes 03 02-04-03
C.  Reports
5C Report 01-06-08 PUBLISHED
5C Summary of Issues 02-07-12
D.  Estimates
5D Preliminary Estimate 02-07-12
E.  Research & Analysis
5E Timeline 02-07-15

6. Case Information
A.  Case Management Order
B.  Depositions
6B Deposition Analysis Street Scott 01-02-02
D.  Interrogatories

7. Billing
A.  Invoices
7A 01-08-31 Invoice 00-164
B.  Reimbursable Receipts
C.  Payments
D.  Split or Special Break-Down Matrices
E.  Budget(s)

Project Data   back to top
Client: Tom Smith, Esq.,
Smith & Jones, LLP
1000 Wilshire Blvd Ste 1000
Los Angeles, CA 90025
T: (310) 555-4090
F: (310) 555-3344
E: tom@smithjones.com
Client File Number: 12345
First Contact: GW TCW ATY 11/08/2002
Project Manager: KL
Project Type: CC
Type of Expertise: CONC, CCE
CMO: None
Budget: None
Contract: None
Retainer: Paid
Suit Title: Sample vs. Project
Suit Venue: Los Angeles
Client PMK: Bob
Plans (Construction): Not available
Sample: None taken
Attorney 2: NA
Attorney 3: NA
Depository: Paulson's LA
Insurance Carrier1: Southern California Insurance
T: 555-555-5555 F: 555-555-5555
    Adjuster: Jane Doe
    Claim Number: 12345-123-1234
Insurance Carrier2: NA
    Adjuster: NA
    Claim Number: NA
Sharing Agreement Info: NA
   
Project Information:  
Phase(s) involved: 2
Contract Amount: See contract summary
Project Type: SFR
Size (SF, units): 2
Year Built: 1989
Code Year: 1985
Jurisdiction: Los Angeles
Issues: Leaking Windows
   
Action Items: December 2001 - Compile information and forward to attorney
February 2002 - Deposition
Field Inspection: 11/13/01 - Attend Visual Site Inspection
   
Case Documentation:  
    Our Contract? Y
    Change Orders? None
   
Billing / Budget Status: Current
   
Project Team: DSF Structural Engineering
    Expertise Structural
   
Other Experts: Plaintiff Expert is Scott Street

Project Documents in File   back to top
Document Section Document Date
Case Management Order 6A NA
Retention Letter 1A 1/15/01
Plaintiff Address List 3C 2/12/01
Insured Contract 2A 5/5/89
Preliminary Defect List 3A 6/6/00
Final Defects List 3A 9/5/00
Plaintiff Cost of Repair 3B 10/5/00
Defendant Cost of Repair 4A NA
Plaintiff Site Inspection Reports 3C Not Available
Defendant Site Inspection Reports 4A Not Available
Complaint 6C 5/1/00
Job File 2A Begins 5/25/89

Project Planning   back to top
Deliverables Date Completed Date Revised
Fill in Project Notebook 1/22/01 5/9/02
Unit Matrix 3B 10/18/01
Summary of Contract 1/6/02 5/23/02
Summary of Plaintiff Issues 2/12/02  
Summary of Plaintiff Estimate 2/12/02  
Summary of Plaintiff Testing (locations) NA  
Summary Report 6/8/01 7/12/02
PFCS, Inc. Cost Estimate 9/24/01  

 

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