White Tab 302 — Power Adjustment — Corporate Profile¶

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) Corporate Identity (facts‑only)¶

Project‑standard name (locked for White): Power Adjustment — use this label for all G21 materials involving Evan Katz (public adjuster).

External operating names seen publicly (unverified until matched to native docs): "Power Adjustment Group" / "Power Adjustment Group, LLC."

Public contact candidates (unverified): 92 Main St., Suite/Unit 303–305, Yonkers, NY 10701; phones (914) 207‑6189 / (914) 969‑4030.

Verification stance: The exact legal name used on the G21 engagement (on LOR/contract, W‑9, COI, invoices) is TBD and will be mirrored verbatim when produced.

B) Role in the G21 Matter (facts reflected in White)¶

Accepted WT‑104 Four‑Event Framework (explicitly: B.1 and B.2 occurred on different days):

B.1 — Dec 11, 2019 (pre‑inspection staging) — Evan Katz (Power Adjustment) present.
B.2 — Mid/Late Dec 2019 (master adjuster walkthrough) — Katz present; Master Adjuster identity = TBD.
B.3 — Feb 26, 2020 (post–carrier claim‑approval walkthrough / mold scope) — Katz present with Julian Rivera (Total Restoration); disbursement status/date unknown (to be established in discovery).

Adjacent anchors: WT‑102 (Dec 3, 2019 counsel email) and WT‑103 (Dec 18, 2019 insurance declination; carrier identity confirmed from the native declination letter).

C) Personnel & Licensing Pointers (facts‑only; verification pending)¶

Person	Role in this matter (White)	Notes (public‑record pointer only)	Verification status
Evan Katz	Public/independent adjuster; present at B.1/B.2/B.3	Public sources associate Katz with "Power Adjustment Group"	NYDFS license & employer‑of‑record (2019–2020) = TBD (collect via discovery)
(Entity owner pointer)	—	Some directories list Denice/Denise Motta as "owner" of Power Adjustment Group (Yonkers)	Directory lead only; no role in G21 in White

Licensing for public adjusters in New York is administered by NYDFS. Entity/individual license proofs to be collected once the engagement legal name is produced.

D) Corporate Contact Channels (for records routing; not service)¶

Address candidate: 92 Main St., Suite 303–305, Yonkers, NY 10701 (directory variance).
Phone candidates: (914) 207‑6189 / (914) 969‑4030.
Email observed in record context: evan@poweradjustment.com (to be verified against native artifacts).

Use the above only for neutral records requests. For formal service, mirror the exact legal name and service address from produced W‑9/COI/LOR.

E) Discovery Packet — Custodians, Non‑Possession, and Tasks (WT‑003‑linked)¶

E.1 Tenant Non‑Possession Statement (explicit)¶

Power Adjustment was retained by the landlord (Martin Kofman / American Package Co.).
The tenant (Christian Gray) was not the client and does not possess LOR/Agreement, W‑9, COI, invoices, or the adjuster file.
These records are landlord‑ and adjuster‑held and must be obtained via discovery.

E.2 Custodian Map (who actually holds the documents)¶

Landlord/Owner: Martin Kofman / American Package Co., Inc.

Likely holds: Engagement/LOR, adjuster communications, claim‑handling correspondence.

Adjuster: Power Adjustment / Power Adjustment Group (exact legal name TBD)

Likely holds: LOR, W‑9, COI, license copies, adjuster file (estimates/notes), invoices.

Carrier/IA: TBD (WT‑103 filename indicates Great American E&S — confirm in native letter)

Likely holds: claim file, declination, adjuster communications.

E.3 Requests/Subpoenas to Issue (facts‑only routing; track in WT‑003)¶

302‑RFP‑LANDLORD‑01: RFP to American Package Co. for Power Adjustment LOR/Agreement, W‑9, COI, communications, invoices, and claim file exchanges.
302‑SUBP‑ADJ‑01: Subpoena Duces Tecum to Power Adjustment (exact legal name TBD) for complete adjuster file, license proofs, LOR, W‑9/COI, estimates/valuations, invoices/payment ledger.
302‑RFP‑CARRIER‑01: RFP/third‑party subpoena to carrier/IA for full claim file covering Oct 2019–Feb 2020, including all communications with Power Adjustment and landlord.
302‑NYDFS‑LIC‑01: Pull NYDFS license records for Evan Katz and, if applicable, any entity license for the period 2019–2020 (PDF or certified printout).
302‑DOS‑ENT‑01: NY DOS entity print for the exact engagement name once produced (to reconcile "Power Adjustment" vs "Power Adjustment Group, LLC").

E.4 What to Mirror (upon production)¶

Legal name on engagement (verbatim), EIN, policy/COI details, service address, signatory authority, and billing basis.
Update WT‑302, WT‑201, WT‑104 pinpoints and Binder Control with the confirmed legal entity.

F) Public‑Record Snapshot (unverified; for reconciliation only)¶

Operating names/addresses/phones appear across public directories for Power Adjustment Group, LLC at 92 Main St., Yonkers with phone (914) 207‑6189 / (914) 969‑4030 (suite number varies 303–305).
Media pointer: A 2024 local news segment refers to "Katz, of Power Adjustment Group."
Directory pointer: A D&B listing exists for Power Adjustment Group, LLC (consulting SIC).

These entries are routing clues; do not establish the G21 engagement entity until matched to native documents.

G) Cross‑References (White tabs)¶

WT‑104 — Pre‑Insurance Inspection Meeting (B.1–B.3 framework; B.1 ≠ B.2 different‑day).
WT‑201 — Evan Katz (Power Adjustment) — Witness Profile.
WT‑102 — Email to Counsel (Dec 2019–Jan 2020).
WT‑103 — Insurance Declination (Dec 18, 2019).
WT‑003 — Document Collection / Discovery Tracker (tracks the E‑series tasks above).

H) Bates & Pinpoints (mechanicals to complete)¶

WT‑104 — insert exact PDF page pins for Katz presence at B.1 / B.2 / B.3 per 104‑010, and map sub‑ranges per 104‑011 → 302‑PIN‑104‑A..C.
WT‑102 / WT‑103 — add specific line/page anchors where Power Adjustment / Katz are referenced or implicated → 302‑PIN‑102‑A; 302‑PIN‑103‑A.

I) What We Need From Custodians (not the tenant)¶

From Landlord/Owner (American Package Co.): LOR/Agreement, W‑9, COI, adjuster communications, and claim‑file exchanges.
From Power Adjustment (exact legal name): Complete adjuster file, license proofs, invoices/payment ledger, engagement document set.
From Carrier/IA: Complete claim file (all communications with Power Adjustment / landlord), declination basis, and valuation materials.

END — White Tab 302 — Power Adjustment — Corporate Profile v1.5