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White Tab 210 — Jason Fesel — Witness Profile (Facts‑Only)

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) Identity (facts‑only)

  • Name: Jason Fesel
  • Role in White: Subsequent Unit F1 (100 Freeman St.) occupant; part of documented F1 occupancy sequence.

Canon: Use "Jason Fesel" at first mention; "Fesel" thereafter.

B) Where this witness appears in White

  • WT‑105 — Alternative Housing Offer (Unit F1) — F1 narrative references Fesel's subsequent occupancy and reported health impacts; notes back‑rent forgiveness context. Part of F1 occupancy sequence (Pattern note: Position 3 — health impacts & settlement). (Pin → 210‑PIN‑105‑A)
  • WT‑003 ▸ Entry — WT‑105 (Discovery Packet) — tracks Fesel‑related collection via counsel. (Pin → 210‑PIN‑003‑A)
  • WT‑002 — Witness & Personnel Directory — directory entry ("Subsequent F1 occupant; health impacts; representation noted; matter reportedly resolved with back‑rent forgiveness"). (Pin → 210‑PIN‑002‑A)
  • WT‑004 — Evidence Chain Framework — Chain D: Unit F1 (100 Freeman) Alternative‑Housing. (Pin → 210‑PIN‑004‑A)

This tab does not duplicate documents; it points to source tabs and opens collection tasks.

C) Role & factual context (neutral)

  • Occupancy period: Subsequent resident/occupant of Unit F1 (100 Freeman St.) after the late‑Nov 2019 F1 offer discussion, after Kauch's buyout/vacatur, and after Christian declined the F1 offer.
  • Reported health impacts: White references health impacts during F1 occupancy; details not recorded in White and to be collected via authorization (210‑COL‑MED‑1).
  • Legal representation: Margaret B. Sandercock, Esq.
  • Settlement context: White notes matter "reportedly resolved with back‑rent forgiveness"; confirmation to be collected (210‑COL‑SET‑1).
  • F1 sequence position: Position 3 of 4 — follows (1) Kauch complaints/buyout and (2) Gray's declination of F1; precedes (4) Lemons' demolition discovery.
  • Connection to White evidence: Anchored in WT‑105 (Alternative Housing), WT‑002 (directory), and WT‑004 (Chain D).
  • Documents expected (per discovery tracker): Litigation packet (pleadings, discovery, expert/medical, settlement/forbearance paperwork) via limited privilege waiver; medicals via authorization; settlement confirmation.

White records existence/routes collection; it does not characterize medical conditions, legal positions, or settlement terms.

D) Pin tasks (insert after artifact ingest)

  • 210‑PIN‑105‑A — Pin WT‑105 references (F1 narrative / "limited‑waiver memo" / pattern note).
  • 210‑PIN‑003‑A — Pin WT‑003 ▸ WT‑105 Discovery Packet task rows (Fesel collection).
  • 210‑PIN‑002‑A — Pin WT‑002 directory entry (002‑PIN‑105‑C equivalent).
  • 210‑PIN‑004‑A — Pin WT‑004 Chain D reference.

E) Custodians & contact (facts‑only)

  • Primary external custodian: Margaret B. Sandercock, Esq. (Fesel's counsel) — litigation materials/settlement docs/medical records via authorization.
  • Supplemental custodians: Treating providers (medicals via authorization), landlord/agent (settlement confirmations), court (filed documents, if any).
  • Contact status in White: Representation noted; specific coordinates are handled in WT‑003 tasking.

F) Collection targets (mechanical; all routed to WT‑003)

Acquisition & logging live in WT‑003. This tab stays navigation‑only.

P1 Critical (30 days) — Core F1 pattern evidence

  1. 210‑COL‑LGL‑1 — Litigation packet (via counsel): Pleadings, discovery responses, expert/medical reports, and settlement/forbearance paperwork evidencing any back‑rent forgiveness. Certified/complete copies via limited waiver; Bates on receipt.
  2. 210‑COL‑MED‑1 — Medical documentation (via authorization): Provider records underlying reported health impacts (custodian letters, date ranges, production indexes).
  3. 210‑COL‑SET‑1 — Settlement confirmation: Executed settlement or written confirmation of back‑rent forgiveness terms (date, scope, parties); maintain redaction/privilege logs as needed.

P2 High (60 days) — Supporting documentation

  1. 210‑COL‑OCC‑1 — Occupancy proof: Lease/utilities/ID confirming F1 occupancy timeline (subsequent to late‑Nov 2019 offer).
  2. 210‑COL‑COMMS‑1 — Contemporaneous communications: Emails/texts/calendar entries re F1 conditions/health concerns/move logistics; native with headers/metadata; preserve families.

P3 Medium (90 days) — Chain‑of‑Custody / productions

  1. 210‑COL‑COC‑1 — Chain‑of‑custody memo (who/when/how; transfer method); add SHA‑256 manifest for digital items.
  2. 210‑COL‑LOAD‑1 — Load‑file prep: Concordance .DAT/.OPT with NativeLink and family IDs; production cover sheet.

G) Templates present in WT‑105 (non‑evidence; for continuity)

  • Limited Privilege Waiver (Fesel → Sandercock) — for litigation packet/medicals (bracket to Unit F1, 100 Freeman St.).
  • Notice to Preserve Evidence (Litigation Hold) — electronic data, maintenance logs, insurance materials, tenant docs.
  • Requests for Admission (RFA set) — prior complaints, subsequent occupancy, settlement/rent‑forgiveness, building‑condition items (unit F1).
  • [Outline] Jason Fesel Affidavit — Key Points — testimonial framework (populate after documents/waiver).

Recorded here for location only; templates are not evidence.

H) Cross‑references (White; navigation only)

  • Evidence: WT‑105 — Alternative Housing Offer (Unit F1) (Pattern note Position 3; templates parked).
  • Discovery routing: WT‑003 ▸ Entry — WT‑105 (Discovery Packet) (open tasks to collect).
  • Directory: WT‑002 — Witness & Personnel Directory (Fesel entry).
  • Framework: WT‑004 — Chain D: Unit F1 Alternative‑Housing.

I) Verification status (per White)

  • Identity & role: Referenced in WT‑002, WT‑004, WT‑105.
  • Timeline: Subsequent to late‑Nov 2019 offer period; after Kauch buyout; after Gray declined F1.
  • Health impacts: Reported in WT‑105; medicals to be collected via authorization.
  • Settlement context: WT‑105/WT‑002 report "back‑rent forgiveness"; documentary confirmation outstanding.
  • Representation: Margaret B. Sandercock, Esq.
  • F1 pattern position: 3 of 4 per WT‑105 pattern note.
  • Document presence: Litigation packet, medicals, and settlement confirmation not yet in White; P1 tasks open in WT‑003.
  • Pins/Bates: "(PDF p. TBD)" placeholders to be replaced post‑ingest (see §D/§F).

J) ESI & production mechanics (facts‑only)

  • Email/Message: Produce native .eml/.msg (full headers) / platform exports; preserve families.
  • PDFs/Images: OCR; 300 DPI min; originals retained; SHA‑256 manifest.
  • Medical: Authorization scope approved by counsel; include custodian letters & production indexes; maintain privilege/redaction logs.
  • Legal docs: Certified copies where appropriate; privilege log for any attorney‑client materials.
  • Bates prefix (witness‑centric): G21‑210‑[6‑digit] (e.g., G21‑210‑000001).

END — White Tab 210 — Jason Fesel — Witness Profile (Facts‑Only) v1.1