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Blue Tab 001 — G21 Base Damages — Framework & Evidence Standards

GUARDRAIL: BLUE — G21 BASE DAMAGES

G21 flood-related base damages only. No enterprise multipliers, no Freeman Street.

1) Purpose & Scope (Blue-only)

This tab defines the categories, boundaries, evidence standards, interest anchors, and duplication guardrails for G21 base (receipt-based) damages. All Blue totals are calculated centrally in Blue Tab 002 — Mathematical Verification (REPL Appendix) using CPLR 5001–5004 (9% simple interest).

Strict separation: This section contains no Freeman Street / opportunity-loss content. Red (Vol 06) addresses those claims separately.

How to use:

  • Use this tab to decide what belongs in each category and how to document it.
  • Put all numbers (base + interest) in Tab 002 (REPL).
  • Category tabs 101–109 are evidence-only (no local computations).

2) Category Map & Boundaries (Tabs 101–109)

Tab 101 — Property Damage & Restoration (Tier 1: $735,793)

  • Includes: Destroyed/damaged personal property, restoration/remediation, cleaning, drying, mold treatment, replacement purchases.
  • Excludes: Business equipment sold under duress (→ Tab 106); medical items (→ Tab 109); transportation losses (→ Tab 107).

Tab 102 — Business Income Losses (Tier 2: $383,141)

  • Includes: Lost gross income tied to displacement/inoperability; cancelled sessions; contemporaneous client cancellations; Schedule C impacts.
  • Excludes: Time spent on admin/legal tasks (→ Tab 104); opportunity-loss theories (Red).

Tab 103 — Alternative Housing Costs (Tier 1: $697,200)

  • Includes: Temporary housing (rent/fees), deposits lost, hotel stays, storage, additional living expenses.
  • Excludes: Transportation to/from temporary housing (→ Tab 107); health costs (→ Tab 109).

Tab 104 — Administrative & Legal Burden (Tier 2: $565,057)

  • Includes: Fees, filing costs, service costs, document retrieval, notarization, paid administrative help, software subscriptions directly attributable to the flood litigation.
  • Excludes: Attorney fee theories better handled by counsel; lost income for time spent (→ not here; see Tab 102 methodology).

Tab 105 — Credit Impairment & Financial Stress (Tier 2: $40,300)

  • Includes: Adverse credit actions, higher interest paid due to score degradation, loan application fees lost, denial-driven costs, debt management program fees.
  • Excludes: General financial anxiety (→ Tab 108 if non-economic), medical treatment for stress (→ Tab 109).
  • Note: Loan principal is evidence of distress, not claimed principal loss. Only documented fees/interest are claimable.

Tab 106 — Forced Liquidation — Instruments & Gear (Tier 1: $22,789)

  • Includes: Below-market sales of instruments/gear to survive displacement; delta between fair-market value (FMV) and realized proceeds; selling fees; equity extinguished.
  • Excludes: Items merely damaged (→ Tab 101); new purchases after the fact (→ Tab 101 if replacement).

Tab 107 — Transportation Impairment (Tier 1: $650)

  • Includes: Loss of use/replacement costs after vehicle seizure or impairment; alternative transport costs during the gap; forced sale delta.
  • Excludes: Travel purely for medical care (→ Tab 109 if treated as medical mileage per counsel).
  • Note: Current figure reflects forced sale delta only; substitute transportation TBD pending receipt compilation.

Tab 108 — Pain & Suffering (Non-Economic) (Evidence-Only)

  • Includes: Emotional distress evidence, loss of enjoyment documentation, anxiety linked to flood/displacement, duration facts, comparable verdict research.
  • Excludes: Medical bills (→ Tab 109); business downtime (→ Tab 102).
  • Note: Tab 108 is evidence-only. All P&S valuation methodology lives in Tab 002 Section 5.1.4.

Tab 109 — Health & Medical Impacts (Excluded — TBD)

  • Includes: Out-of-pocket medical costs, EOB patient responsibilities, pharmacy receipts related to the event/exposure.
  • Excludes: Non-economic harms (→ Tab 108).
  • Note: Currently excluded from totals pending evidence intake and causation linkage.

3) Consensus Composition Reference

This section documents the consensus-locked damage figures that result from applying the framework above. All figures derive from Tab 002 Section 5.1.

Economic Categories (Tier 1 + Tier 2)

Tier 1 — Documented Floor: Receipt-verified, no further validation required. - Tab 101: $735,793 (Property Damage) - Tab 103: $697,200 (Alternative Housing) - Tab 106: $22,789 (Forced Liquidation) - Tab 107: $650 (Transportation) - Subtotal: $1,456,433

Tier 2 — Working Additions: Calculated or partially-defined components. - Tab 102: $383,141 (Business Income — EOM anchor methodology) - Tab 104: $565,057 (Administrative & Legal — two-tier split) - Tab 105: $40,300 (Credit Impairment — partial, fees/interest only) - Subtotal: $988,499

Economic Principal: $2,444,931 Interest (~28%): ~$684,581 Economic with Interest: ~$3,129,512

Non-Economic (Pain & Suffering)

Tab 108 provides evidence inventory. Tab 002 Section 5.1.4 documents the per-diem methodology: - Duration: 2,278 days (Oct 13, 2019 — Jan 7, 2026) - Conservative: $500/day = $1,139,000 - Moderate: $1,000/day = $2,278,000 - Enhanced: $3,500,000 (counsel-gated)

G21 Base Scenarios

Scenario Economic P&S G21 Base
Conservative $3.13M $1.14M $4.27M
Moderate $3.13M $2.28M $5.41M
Enhanced $3.13M $3.50M $6.63M

Canonical reference: G21 Base Control Number Insert v1.2 (2026-01-07)


4) Duplication Guardrails (No double-counting)

  • Property vs. Forced Sale: If an item was sold under duress, claim the FMV–proceeds delta in Tab 106, not also as "property destroyed" in Tab 101.
  • Business Income vs. Admin/Legal: Do not convert hours spent on admin/legal into "lost business income" unless counsel selects that method in Tab 002 notes. Default: Tab 104 captures actual paid admin/legal costs only; Tab 102 captures documented lost income.
  • Housing vs. Transportation: Commuting from temporary housing belongs in Tab 107; housing rent/fees in Tab 103.
  • Medical vs. Pain & Suffering: Bills/EOBs in Tab 109; non-economic harms in Tab 108.
  • Economic vs. Non-Economic Health: Same condition may generate economic costs (Tab 109) and P&S evidence (Tab 108); no dollar duplication occurs because Tab 109 claims costs while Tab 108 indexes emotional impact.
  • Refunds/Insurance Offsets: Reflect refunds, credits, or insurance recoveries as reductions of claimed amounts in Tab 002 (note source).
  • One place only: Each dollar lives in exactly one category. If unsure, pick the most direct causal bucket and footnote rationale.

5) Interest Date Anchors & Method (CPLR 5001–5004, 9% simple)

Standard: 9% simple interest from the earliest ascertainable date of loss/expense through judgment date. All math is performed in Tab 002.

Category (Tab) Interest Anchor (Default) Typical Evidence Notes
Property (101) Invoice/receipt date, or date of loss if specifically documented Receipts, remediation invoices, replacement invoices If multiple invoices for same item, use earliest paid-loss date for that item.
Business Income (102) Month-end for each affected month (default) Client cancellation emails, calendar, bank statements, Schedule C If precise day known, use that day; else month-end conservative convention.
Housing (103) Payment/contract date(s) Leases, hotel folios, storage invoices, bank statements Recurring monthly: treat each monthly charge with its own anchor.
Admin/Legal (104) Invoice/receipt date Filing fee receipts, service invoices, notary receipts, subscription invoices Time spent by plaintiff not monetized here unless counsel instructs.
Credit (105) Date of adverse action or higher-rate loan inception Credit report entries, lender letters, loan agreements Use earliest documented adverse date tied to the cost claimed.
Forced Sale (106) Sale/settlement date for each item Bill of sale, marketplace statement, bank receipt Interest on FMV–proceeds delta from the sale date.
Transport (107) Date of seizure/impairment, or date of substitute transport expense Sale receipt, rideshare receipts, rental invoices For prolonged loss-of-use, anchor each expense as it occurs.
Pain & Suffering (108) Attorney to select per NY practice Duration documentation, comparable verdicts Non-economic; interest handling per counsel instruction.
Health/Medical (109) Date of service or EOB patient-responsibility posting EOBs, invoices, pharmacy receipts For series of treatments, anchor each service date.

Unknown dates: Use the best-documented conservative proxy (e.g., end-of-month) and note the assumption in Tab 002.


6) Evidence Standards & File Hygiene

  • Receipts-first. Claims must trace to native receipts, invoices, EOBs, or bank statements.
  • Native files + clarity. Prefer original PDFs; if scanning, ensure full page, legible totals, dates, vendor name.
  • Filename discipline. BLUE-<Tab>-<CategoryShort>-<YYYY-MM-DD>-<Vendor>-<Amount>.<ext>
    • Example: BLUE-101-PROPERTY-2019-10-14-HomeDepot-248_37.pdf
  • Custody notes (optional but ideal). Add brief note (source, capture method) if not obvious from the file.
  • Email proofs. Preserve headers and attachments; export to PDF with visible metadata if possible.
  • De-duplication. If a receipt appears in multiple places, store once, reference everywhere.

7) Routing & Cross-References

  • Overview: Blue Tab 000 — Executive Overview
  • Calculations: Blue Tab 002 — Mathematical Verification (REPL Appendix) (single source of truth)
  • Consensus Methodology: Blue Tab 002 Section 5.1
  • P&S Evidence: Blue Tab 108 Sections 13–15
  • Categories: Tabs 101–109 (evidence-only pages)
  • Binder Control: Blue Volume 05 — Binder Control & Section Index

Governance: No local dollars in category tabs. All math (base + interest) is performed in Tab 002.


8) Counsel Notes & Method Selections

Record counsel's method choices in Tab 002 notes (and mirror briefly in the relevant category tab):

  • Business Income (102): Month-end anchors vs. exact-date anchors when known; treatment of partial months; documentation sufficiency (Schedule C, client cancellations).
  • Administrative & Legal (104): Two-tier split (Tier A: Hard Costs / Tier B: Time Value); subscription evidence treatment.
  • Forced Liquidation (106): Use FMV–proceeds delta per item; specify FMV source (recent comps/appraisals) and sale proof.
  • Credit Impairment (105): Tie claimed costs to documented adverse action; note duration and rate differential evidence.
  • Pain & Suffering (108): Attorney selection for any interest approach per NY practice (non-economic); per-diem rate selection.
  • Offsets: Document refunds/insurance recoveries and net in Tab 002.

Phase status: Phase 3 (validation) substantially complete. Tab 002 contains consensus-locked figures per G21 Base Control Number Insert v1.2 (2026-01-07). Remaining items require:

  • Tab 101.8 (Storage): Evidence development (10–12 weeks)
  • Tab 109 (Health/Medical): Evidence intake and causation linkage
  • Tab 102 (Business Income): Optional refinement pending receipt compilation
  • Tab 107 (Transportation): Substitute transportation receipt compilation

Phase 3 requires attorney sign-off on all totals and calculations.


END — Blue Tab 001 — G21 Base Damages — Framework & Evidence Standards v2.2