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|
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| 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 |
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1A 01-12-26 T to ATY
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| 2. |
Client Documents |
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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
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| 3. |
Plaintiff Documents |
|
A. |
Defect List(s)
3A Issues Summary 02-02-12 |
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B. |
Cost Estimate(s)
3B PLTF Cost EST Summary 01-10-18 |
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C. |
Other
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| 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 |
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B. |
Site Inspection Notes
5B PF Notes 03 02-04-03 |
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C. |
Reports
5C Report 01-06-08 PUBLISHED
5C Summary of Issues 02-07-12 |
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D. |
Estimates
5D Preliminary Estimate 02-07-12 |
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E. |
Research & Analysis
5E Timeline 02-07-15
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| 6. |
Case Information |
|
A. |
Case Management Order |
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B. |
Depositions
6B Deposition Analysis Street Scott 01-02-02 |
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D. |
Interrogatories
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| 7. |
Billing |
|
A. |
Invoices
7A 01-08-31 Invoice 00-164 |
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B. |
Reimbursable Receipts |
|
C. |
Payments |
|
D. |
Split or Special Break-Down Matrices |
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E. |
Budget(s)
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Project Data
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| 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
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| 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
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| 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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