Obligation-Conflict Resolution

Case 22-2 (2022) · Sharing As-Built Drawings

Professional obligations conflict, and the board applies no fixed rule for which one wins. Each resolution is recorded as three edges: competesWith (the tension), prevailsOver (the obligation the board allowed to win in this case), and defeasibleUnder (the situation under which the yielding obligation gives way). The same tension is then traced across comparable cases, where its resolution shifts with context. Hover any obligation or state to see its definition; click to open it in OntServe.
How this case resolved it
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Pre-Bid Selective Information Sharing Prohibition Engineer D Post-Award Disclosure prevails over Engineer D Faithful Agent Obligation State Agency Fire Protection
the yielding obligation gives way only under (defeasibleUnder):
  • Engineer D Faithful Agent Boundary — Employer Information Sharing
  • Post-Award As-Built Sharing — Faithful Agent and Confidentiality Analysis
Engineer D Pre-Bid Selective Information Sharing Prohibition As-Built Drawings prevails over Engineer D Fire Protection System As-Built Safety Disclosure Renovation Projects
No State context committed for this edge.
Bid Document Material Information Inclusion Engineer D Sprinkler As-Builts prevails over Engineer D Employer Information Consent Requirement As-Built Drawings
the yielding obligation gives way only under (defeasibleUnder):
  • Engineer D Post-Award As-Built Disclosure
  • Undisclosed Available As-Built Drawings in Bid Documents
Engineer D Pre-Bid As-Built Drawing Disclosure State Agency Renovation Projects prevails over Engineer D Informal Information Sharing Restraint As-Built Drawings
the yielding obligation gives way only under (defeasibleUnder):
  • Public Agency Absent Formal As-Built Disclosure Process
  • Undisclosed Available As-Built Drawings in Bid Documents
Proactive Formal Process Initiation Engineer D Recurring Pre-Bid Requests prevails over Informal Information Sharing Restraint Engineer D As-Built Drawings
the yielding obligation gives way only under (defeasibleUnder):
  • Emerging Informal Pre-Bid As-Built Request Pattern
Equal Pre-Bid Information Access Enforcement Engineer D Pre-Bid Request Pattern prevails over Engineer D Good Intent Non-Justification Informal As-Built Sharing
the yielding obligation gives way only under (defeasibleUnder):
  • Engineer D Informal As-Built Sharing Without Formal Permission
Engineer D Proactive Formal Process Initiation As-Built Drawing Gap prevails over Engineer D Informal Information Sharing Restraint As-Built Drawings
the yielding obligation gives way only under (defeasibleUnder):
  • Public Agency Absent Formal As-Built Disclosure Process
  • Undisclosed Available As-Built Drawings in Bid Documents
Open tensions recorded without a resolution: Engineer D Employer Information Consent Requirement As-Built Drawings vs Engineer D Pre-Bid As-Built Drawing Disclosure State Agency Renovation Projects Engineer D Equal Pre-Bid Information Access Enforcement Sprinkler Contractors vs Engineer D Pre-Bid Selective Information Sharing Prohibition As-Built Drawings Engineer D Faithful Agent Obligation State Agency Fire Protection vs Engineer D Pre-Bid As-Built Drawing Disclosure State Agency Renovation Projects Engineer D Fire Protection System As-Built Safety Disclosure Renovation Projects vs Engineer D Informal Information Sharing Restraint As-Built Drawings Engineer D Good Intent Non-Justification Informal As-Built Sharing vs Engineer D Informal Information Sharing Restraint As-Built Drawings Equal Pre-Bid Information Access Enforcement Engineer D Pre-Bid Request Pattern vs Pre-Bid Selective Information Sharing Prohibition Engineer D Post-Award Disclosure Faithful Agent Obligation Engineer D State Agency Procurement vs Pre-Bid As-Built Drawing Disclosure Engineer D State Agency Sprinkler Renovation Fire Protection System As-Built Safety Disclosure Engineer D Renovation Projects vs Informal Information Sharing Restraint Engineer D As-Built Drawings
What the board concluded
  • It is ethical for Engineer D to make it known that as-built drawings are available; but they should be readily available to contractors as part of the standard project delivery process to assure that all contractors have equal access to the information.
  • It is unethical for Engineer D to share as-built documents selectively pre-bid.
How comparable cases resolved the same tension

A faithful-agent duty yields to a public-protection obligation. The yielding obligation ("Faithful Agent") recurs across cases; the obligation that overrides it and the context under which it yields differ case by case. This is the case-law move: not a single rule, but a family of context-indexed resolutions.

Case Obligation that prevailed Yielding obligation Context (defeasibleUnder)
24-01
Balancing Client Directives and Public...
Engineer L Client Budget Pressure Refusal Engineer L Faithful Agent Boundary Engineer L Confirmed Risk Without Safeguards; Engineer L Resource Constrained Client
Engineer L Client Override Regulatory Report Engineer L Faithful Agent Boundary Engineer L Confirmed Risk Without Safeguards; Engineer L Resource Constrained Client
20-4
Public Health, Safety, and...
Engineer B Post-Override Regulatory Reporting Engineer B Faithful Agent Boundary MWC Override of Engineers A and B
Engineer A Post-Override Regulatory Reporting Engineer A Faithful Agent Boundary MWC Override of Engineers A and B
95-5
Failure To Include Information In...
Engineer B Expert Witness Neutrality Engineer B Faithful Agent Boundary Engineer B Adversarial Engagement; Engineer B Client Defense Bias
Engineer B Complete Technical Reporting Engineer B Faithful Agent Boundary Engineer B Adversarial Engagement; Engineer B Client Defense Bias
04-8
Public Welfare—Client Action Following...
Engineer A Wetland Confidentiality Limits Engineer A Faithful Agent Limits Wetland Engineer A Confirmed Environmental Risk; Engineer A Faithful Agent Duty Conflict
Engineer A Safety Obligation Wetland Fill Engineer A Faithful Agent Limits Wetland Engineer A Confirmed Environmental Risk; Engineer A Faithful Agent Duty Conflict