White Tab 003 ▸ Entry — WT-210 Discovery Packet (Jason Fesel)¶
GUARDRAIL: WHITE — FACT REPOSITORY ONLY
Facts & source pinpoints only. No strategy, no argument, no legal opinions. All quotations are "as reported" unless exact text appears in a cited source.
A) Source Context & Scope (facts-only)¶
- Parent tracker: WT-003 — Document Collection / Discovery Tracker (icon Gear).
- This nested page covers: WT-210 — Jason Fesel Witness Profile.
- Purpose: Track collection tasks and deposition preparation for F1 Pattern Position 3 witness.
Icon discipline: all WT-003 entries use Gear; the parent WT-210 witness profile uses User.
B) Witness Background (facts-only summary)¶
- Name: Jason Fesel.
- Role: Subsequent occupant of Unit F1 (100 Freeman St.) after Kauch's departure and after the offer was declined by Christian.
- F1 Pattern Position: 3 of 4 — (1) Kauch complaints/buyout → (2) offer to Christian (declined) → (3) Fesel health impacts/settlement → (4) Lemons demolition.
- Key facts (as reported in WT-105):
- Subsequently occupied Unit F1.
- Experienced health impacts during F1 occupancy.
- Retained legal counsel (Margaret B. Sandercock, Esq.).
- Matter concluded with settlement including back-rent forgiveness.
- Special considerations: Coordination required via counsel; potential confidentiality restrictions from prior settlement.
C) Collection Targets¶
P1 — Critical (30 days)¶
| Task ID | Target | Purpose | Status |
|---|---|---|---|
| 210-COL-LGL-1 | Litigation packet via counsel | Pleadings, discovery, settlement/forbearance | Pending |
| 210-COL-MED-1 | Medical documentation (authorization) | Health impacts documentation | Pending |
| 210-COL-SET-1 | Settlement confirmation | Back-rent forgiveness terms | Pending |
P2 — High (60 days)¶
| Task ID | Target | Purpose | Status |
|---|---|---|---|
| 210-COL-OCC-1 | Occupancy proof (lease/utility) | Lock timeline (subsequent to late-Nov 2019) | Pending |
| 210-COL-COMMS-1 | Contemporaneous communications | F1 conditions/health concerns | Pending |
P3 — Medium (90 days)¶
| Task ID | Target | Purpose | Status |
|---|---|---|---|
| 210-COL-COC-1 | Chain-of-custody memo | SHA-256 manifest for digital items | Pending |
| 210-COL-LOAD-1 | Load-file prep | Concordance .DAT/.OPT | Pending |
D) Custodian Map¶
| Custodian | Likely Records Held | Discovery Vehicle | Priority |
|---|---|---|---|
| Margaret B. Sandercock, Esq. | Litigation file; settlement; medicals (via authorization) | 210-COORD-COUNSEL-01 | P1 |
| Jason Fesel | Occupancy proof; personal communications | Via counsel | P1 |
| American Package Co. / Landlord | Settlement/forbearance confirmation; F1 lease history | RFP-210-LANDLORD-01 | P2 |
| Treating providers | Medical records (authorization-based) | 210-AUTH-MED-01 | P2 |
| Court | Filed documents (if any) | REQ-210-COURT-01 | P3 |
E) Counsel Coordination Protocol¶
Contact: Margaret B. Sandercock, Esq. (Fesel's counsel).
Required before production: 1. Confirm scope of representation and any ongoing restrictions. 2. Determine confidentiality provisions from prior settlement. 3. Obtain limited privilege waiver for litigation materials. 4. Obtain medical authorization signed by Fesel. 5. Confirm redaction requirements for PII.
Templates in WT-105 (non-evidence): - Limited Privilege Waiver (Fesel → Sandercock). - Notice to Preserve Evidence (Litigation Hold). - Requests for Admission (RFA set). - [Outline] Jason Fesel Affidavit — Key Points.
F) Deposition Preparation Topics¶
Identity & Occupancy 1. Full name; prior addresses; dates of F1 occupancy. 2. How did you come to occupy F1? Who was landlord? Lease terms?
Conditions & Health Impacts 3. Describe conditions observed during F1 occupancy (leaks, mold, odors). 4. What health impacts did you experience? When did symptoms begin/resolve? 5. Did you make complaints? To whom? How documented? 6. What was landlord's response to complaints?
Legal Representation & Settlement 7. When and why did you retain counsel? 8. Describe the litigation or dispute resolution process. 9. What were the terms of settlement? (Back-rent forgiveness?) 10. Are there confidentiality provisions that restrict testimony?
Knowledge of Other Occupants 11. Any knowledge of conditions before your occupancy (Kauch)? 12. Any contact with subsequent occupants (Lemons)? 13. Any knowledge of conditions after your departure?
Current Status 14. Current contact information. 15. Willingness to provide declaration or testimony.
G) ESI & Production Standards¶
- Email/messages: Native .eml/.msg with full headers; preserve families.
- Medical records: Authorization scope approved by counsel; include custodian letters.
- Legal documents: Certified copies; privilege log for attorney-client materials.
- Scans/PDFs: 300 DPI, OCR-searchable; SHA-256 manifest.
- Bates prefix: G21-210-[6-digit] (e.g., G21-210-000001).
H) Bates Plan¶
| Batch | Contents | Range |
|---|---|---|
| 210-BATES-01 | Litigation packet (pleadings) | G21-210-000001+ |
| 210-BATES-02 | Medical documentation | G21-210-000200+ |
| 210-BATES-03 | Settlement/forbearance | G21-210-000400+ |
| 210-BATES-04 | Lease/occupancy proof | G21-210-000500+ |
| 210-BATES-05 | Communications | G21-210-000600+ |
I) Cross-References (White tabs)¶
- WT-210 — Jason Fesel Witness Profile.
- WT-105 — Alternative Housing Offer (Unit F1) (pattern note Position 3; templates).
- WT-105A — Unit F1 Media & Affidavit Packet (declaration target).
- WT-004 — Evidence Chain Framework (Chain D).
- WT-003 — Master Tracker (this page nested).
J) Pin Tasks¶
- 210-PIN-105-A: Insert page pins to WT-105 F1 narrative/pattern note Position 3.
- 210-PIN-003-A: Insert pin to WT-003 â–¸ WT-105 task rows.
- 210-PIN-002-A: Insert pin to WT-002 directory entry.
- 210-PIN-004-A: Insert pin to WT-004 Chain D reference.
K) Completion Status¶
- Custodian map established.
- Collection tasks routed.
- Counsel coordination protocol documented.
- Deposition topics drafted.
- Pending: Counsel outreach; authorization execution; production receipt.
END — White Tab 003 ▸ Entry — WT-210 Discovery Packet (Jason Fesel) v1.0