Step 4: Synthesis Review

Case 22: Sharing As-Built Drawings

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130

Entities

6

Provisions

14

Questions

8

Conclusions

Transfer

Transformation
Transfer Resolution transfers obligation/responsibility to another party
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Entity Types
Synthesis Reasoning Flow
Shows how NSPE provisions inform questions and conclusions - the board's reasoning chain
Node Types & Relationships
Nodes:
NSPE Provisions Questions Conclusions Entities (labels)
Edge Colors:
Provision informs Question
Question answered by Conclusion
Provision applies to Entity
NSPE Code Provisions Referenced
View Extraction
I.4. I.4.

Full Text:

Act for each employer or client as faithful agents or trustees.

Applies To:

role Engineer D
This provision governs Engineer D's duty to act as a faithful agent for their employer (the state agency)
role state agency
This provision establishes the state agency as the employer to whom Engineer D owes faithful agency
obligation EngineerD_FaithfulAgency_Employer
This provision directly creates the obligation for Engineer D to act faithfully toward their employer
principle FaithfulAgent_CaseD_Canon
This provision embodies the fundamental principle of faithful agency referenced in the case
I.6. I.6.

Full Text:

Conduct themselves honorably, responsibly, ethically, and lawfully so as to enhance the honor, reputation, and usefulness of the profession.

Applies To:

role Engineer D
This provision governs Engineer D's conduct to enhance the profession's honor and reputation
state EngineerD_AppearanceOfImpropriety_InformalSharing
This provision addresses the ethical situation where informal sharing could damage the profession's reputation
principle ProceduralFairness_BiddingProcess
This provision relates to maintaining honorable conduct in public bidding processes
II.1.c. II.1.c.

Full Text:

Engineers shall not reveal facts, data, or information without the prior consent of the client or employer except as authorized or required by law or this Code.

Applies To:

role Engineer D
This provision governs Engineer D's handling of information belonging to their employer
resource ExistingSprinklerSystem_AsBuilt_Drawings
This provision applies to these drawings as facts/data that cannot be revealed without consent
resource AsBuilt_Drawings_ExistingFacilities
This provision governs the disclosure of these technical drawings
obligation EngineerD_Confidentiality_AsBuilts
This provision creates the obligation to maintain confidentiality of the as-built drawings
constraint D_Employer_Consent_Requirement
This provision establishes the constraint requiring employer consent before disclosure
action Continued Drawing Distribution
This provision prohibits this action of distributing drawings without employer consent
II.5.b. II.5.b.

Full Text:

Engineers shall not offer, give, solicit, or receive, either directly or indirectly, any contribution to influence the award of a contract by public authority, or which may be reasonably construed by the public as having the effect or intent of influencing the awarding of a contract. They shall not offer any gift or other valuable consideration in order to secure work. They shall not pay a commission, percentage, or brokerage fee in order to secure work, except to a bona fide employee or bona fide established commercial or marketing agencies retained by them.

Applies To:

role Engineer D
This provision governs Engineer D's conduct in public contracting to avoid improper influence
role sprinkler contractors
This provision relates to contractors as potential recipients of improper advantages
state EngineerD_AppearanceOfImpropriety_InformalSharing
This provision addresses situations that could be construed as influencing contract awards
constraint D_Informal_Mechanism_Prohibition
This provision prohibits informal mechanisms that could influence contract awards
III.1. III.1.

Full Text:

Engineers shall be guided in all their relations by the highest standards of honesty and integrity.

Applies To:

role Engineer D
This provision requires Engineer D to maintain highest standards of honesty and integrity
principle ProceduralIntegrity_Case16-3
This provision embodies the principle of maintaining integrity in professional procedures
principle Transparency_InformationDisclosure
This provision relates to honest and transparent information practices
III.4. III.4.

Full Text:

Engineers shall not disclose, without consent, confidential information concerning the business affairs or technical processes of any present or former client or employer, or public body on which they serve.

Applies To:

role Engineer D
This provision governs Engineer D's handling of confidential employer information
role state agency
This provision protects the state agency as the employer whose confidential information must be protected
resource ExistingSprinklerSystem_AsBuilt_Drawings
This provision applies to these drawings as confidential technical information
resource AsBuilt_Drawings_ExistingFacilities
This provision protects these drawings as confidential business affairs
obligation EngineerD_Confidentiality_AsBuilts
This provision creates the specific obligation to maintain confidentiality of as-built drawings
constraint D_Employer_Consent_Requirement
This provision establishes the requirement for consent before disclosure
action Continued Drawing Distribution
This provision prohibits this action without proper consent
principle Confidentiality_Case82-2
This provision embodies the confidentiality principle referenced in the precedent case
Questions & Conclusions
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Each question is shown with its corresponding conclusion(s). This reveals the board's reasoning flow.
Rich Analysis Results
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Causal-Normative Links 3
Post-Award Drawing Provision
Fulfills
  • Faithful Agency Obligation
  • EngineerD_FaithfulAgency_Employer
  • EngineerD_Disclosure_AsBuiltAvailability
Violates None
Continued Drawing Distribution
Fulfills
  • Fair Competition Obligation
  • EngineerD_FairCompetition_Contractors
Violates
  • Procurement Integrity Obligation
  • EngineerD_ProcurementIntegrity_PreBid
Pre-Bid Information Decision
Fulfills
  • Procurement Integrity Obligation
  • EngineerD_ProcurementIntegrity_PreBid
  • EngineerD_Disclosure_BidDocuments
Violates None
Question Emergence 14

Triggering Events
  • Contractor Request Pattern Shift
  • Fairness Concerns Emergence
Triggering Actions
  • Post-Award_Drawing_Provision
  • Continued Drawing Distribution
  • Pre-Bid_Information_Decision
Competing Warrants
  • Fair Competition Obligation Faithful Agency Obligation
  • Procurement Integrity Obligation EngineerD_Disclosure_AsBuiltAvailability

Triggering Events
  • Contractor Request Pattern Shift
  • Fairness Concerns Emergence
  • Post-Award_Drawing_Provision
Triggering Actions
  • Continued Drawing Distribution
  • Pre-Bid_Information_Decision
Competing Warrants
  • Faithful Agency Obligation Fair Competition Obligation
  • EngineerD_FaithfulAgency_Employer EngineerD_FairCompetition_Contractors

Triggering Events
  • Fairness Concerns Emergence
  • Pre-Bid_Information_Decision
Triggering Actions
  • Post-Award_Drawing_Provision
  • Continued Drawing Distribution
Competing Warrants
  • Fair Competition Obligation EngineerD_Confidentiality_AsBuilts
  • Procurement Integrity Obligation Faithful Agency Obligation

Triggering Events
  • Contractor Request Pattern Shift
  • Fairness Concerns Emergence
Triggering Actions
  • Post-Award_Drawing_Provision
  • Continued Drawing Distribution
Competing Warrants
  • Faithful Agency Obligation Fair Competition Obligation
  • Fair Competition Obligation Procurement Integrity Obligation

Triggering Events
  • Contractor Request Pattern Shift
  • Fairness Concerns Emergence
Triggering Actions
  • Post-Award_Drawing_Provision
  • Continued Drawing Distribution
Competing Warrants
  • Faithful Agency Obligation Fair Competition Obligation
  • Fair Competition Obligation Procurement Integrity Obligation

Triggering Events
  • Fairness Concerns Emergence
  • Contractor Request Pattern Shift
Triggering Actions
  • Continued Drawing Distribution
  • Post-Award_Drawing_Provision
Competing Warrants
  • Faithful Agency Obligation Fair Competition Obligation
  • Faithful Agency Obligation Procurement Integrity Obligation

Triggering Events
  • Pre-Bid_Information_Decision
  • Post-Award_Drawing_Provision
Triggering Actions
  • Continued Drawing Distribution
Competing Warrants
  • Fair Competition Obligation Faithful Agency Obligation
  • Procurement Integrity Obligation Fair Competition Obligation

Triggering Events
  • Contractor Request Pattern Shift
  • Fairness Concerns Emergence
Triggering Actions
  • Post-Award_Drawing_Provision
  • Pre-Bid_Information_Decision
Competing Warrants
  • Fair Competition Obligation Procurement Integrity Obligation
  • EngineerD_FairCompetition_Contractors EngineerD_Confidentiality_AsBuilts

Triggering Events
  • Post-Award_Drawing_Provision
  • Continued Drawing Distribution
Triggering Actions
  • Pre-Bid_Information_Decision
Competing Warrants
  • Fair Competition Obligation Faithful Agency Obligation
  • Procurement Integrity Obligation Fair Competition Obligation

Triggering Events
  • Contractor Request Pattern Shift
  • Fairness Concerns Emergence
Triggering Actions
  • Continued Drawing Distribution
  • Pre-Bid_Information_Decision
Competing Warrants
  • Procurement Integrity Obligation Faithful Agency Obligation
  • Fair Competition Obligation EngineerD_Professional_Impartiality

Triggering Events
  • Post-Award_Drawing_Provision
  • Continued Drawing Distribution
Triggering Actions
  • Contractor Request Pattern Shift
Competing Warrants
  • Faithful Agency Obligation Fair Competition Obligation
  • Procurement Integrity Obligation EngineerD_Professional_Impartiality

Triggering Events
  • Contractor Request Pattern Shift
  • Fairness Concerns Emergence
Triggering Actions
  • Post-Award_Drawing_Provision
  • Continued Drawing Distribution
Competing Warrants
  • Faithful Agency Obligation Fair Competition Obligation
  • Fair Competition Obligation Procurement Integrity Obligation

Triggering Events
  • Contractor Request Pattern Shift
  • Fairness Concerns Emergence
Triggering Actions
  • Pre-Bid_Information_Decision
  • Continued Drawing Distribution
Competing Warrants
  • Fair Competition Obligation Procurement Integrity Obligation
  • Faithful Agency Obligation Fair Competition Obligation

Triggering Events
  • Contractor Request Pattern Shift
  • Fairness Concerns Emergence
Triggering Actions
  • Post-Award_Drawing_Provision
  • Continued Drawing Distribution
  • Pre-Bid_Information_Decision
Competing Warrants
  • Faithful Agency Obligation Fair Competition Obligation
  • Procurement Integrity Obligation Faithful Agency Obligation
Resolution Patterns 8

Determinative Principles
  • Transparency_InformationDisclosure
  • InformationEquity_ContractorAccess
  • ProceduralFairness_BiddingProcess
Determinative Facts
  • As-built drawings provide valuable information for contractors
  • Information sharing can improve project outcomes
  • Equal access ensures fair competition

Determinative Principles
  • No_Selective_Information_Disclosure
  • InformationEquity_ContractorAccess
  • ProceduralFairness_BiddingProcess
Determinative Facts
  • Selective sharing creates competitive advantages for some contractors
  • Pre-bid phase is critical for fair competition
  • Repeat contractors gained systematic advantages

Determinative Principles
  • InformationEquity_ContractorAccess
  • ProceduralFairness_BiddingProcess
  • Public trust in government procurement
Determinative Facts
  • Pattern of informal sharing with repeat contractors
  • Systematic advantages created over time
  • Lack of formal oversight or equal access mechanisms

Determinative Principles
  • FaithfulAgent_CaseD_Canon
  • Systemic improvement obligation
  • Proactive ethical leadership
Determinative Facts
  • Gap in standard project delivery processes
  • Preventable ethical dilemmas
  • Public employer context requiring faithful agency

Determinative Principles
  • Duty of impartiality
  • Categorical imperative
  • Universalizability test
Determinative Facts
  • Accommodation of repeat contractors only
  • Lack of universal access protocols
  • Selective sharing practices

Determinative Principles
  • Proactive ethical leadership
  • FaithfulAgent_CaseD_Canon
  • InformationEquity_ContractorAccess
Determinative Facts
  • Counterfactual scenario of proactive advocacy
  • Potential for systemic solution
  • Dual obligations to employer and fairness

Determinative Principles
  • Transparency_InformationDisclosure
  • No_Selective_Information_Disclosure
  • ProceduralFairness_BiddingProcess
  • FaithfulAgent_CaseD_Canon
Determinative Facts
  • Tension between transparency and selective disclosure
  • Need for systematic implementation
  • Fair procurement process requirements

Determinative Principles
  • InformationEquity_ContractorAccess as meta-principle
  • EngineerD_Confidentiality_AsBuilts
  • FaithfulAgent_CaseD_Canon
  • ProceduralFairness_BiddingProcess
Determinative Facts
  • Information equity as constraining principle
  • Confidentiality and faithful agency obligations
  • Public procurement context
  • Limits on individual discretion
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Decision Points
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Legend: PRO CON | N% = Validation Score
DP1 Engineer D must decide when and how to provide as-built drawings to contractors, balancing the timing relative to the procurement process to avoid compromising competitive bidding integrity.

Should Engineer D provide as-built drawings before, during, or after the bidding process?

Options:
  1. Pre-bid provision
  2. Post-award provision
  3. Controlled disclosure
Arguments:
A1 Score: 40%

Engineer D should provide drawings before bidding begins to ensure all contractors have complete information

Because this promotes Professional Judgment

A2 Score: 60%

Engineer D should NOT provide drawings before bidding begins to ensure all contractors have complete information

Because professional discretion may require withholding information

A3 Score: 40%

Engineer D should withhold drawings until after contract award to maintain procurement integrity

Because this promotes Professional Judgment

A4 Score: 60%

Engineer D should NOT withhold drawings until after contract award to maintain procurement integrity

Because this may reduce necessary human judgment and oversight

A5 Score: 40%

Engineer D should adopt the Include only essential drawing information in official bid documents

Because this promotes Professional Judgment

A6 Score: 60%

Engineer D should NOT adopt the Include only essential drawing information in official bid documents

Because professional discretion may require withholding information

70% aligned
DP2 Engineer D faces a conflict between maintaining fair competition among all contractors and preserving procurement integrity when some contractors request additional drawing information during the bidding period.

How should Engineer D respond to contractor requests for additional drawing information during active bidding?

Options:
  1. Provide to all
  2. Deny all requests
  3. Formal addendum only
Arguments:
A7 Score: 40%

Engineer D should adopt the Give requested information to all contractors to maintain fairness

Because this promotes Professional Judgment

A8 Score: 60%

Engineer D should NOT adopt the Give requested information to all contractors to maintain fairness

Because professional discretion may require withholding information

A9 Score: 40%

Engineer D should refuse additional information to preserve procurement integrity

Because this promotes Professional Judgment

A10 Score: 60%

Engineer D should NOT refuse additional information to preserve procurement integrity

Because professional discretion may require withholding information

A11 Score: 40%

Engineer D should adopt the Only provide information through official bid addenda processes

Because this promotes Professional Judgment

A12 Score: 60%

Engineer D should NOT adopt the Only provide information through official bid addenda processes

Because professional discretion may require withholding information

70% aligned
DP3 Engineer D must determine what level of detail about existing conditions to include in the official bid documents, balancing transparency with procurement control requirements.

What information about as-built conditions should be included in the formal bid documentation?

Options:
  1. Full disclosure
  2. Summary disclosure
  3. Minimal disclosure
Arguments:
A13 Score: 40%

Engineer D should adopt the Include complete as-built drawings and all known condition information

Because this promotes Professional Judgment

A14 Score: 60%

Engineer D should NOT adopt the Include complete as-built drawings and all known condition information

Because EngineerD_Confidentiality_AsBuilts would be violated

A15 Score: 40%

Engineer D should provide general condition descriptions without detailed drawings

Because this promotes Professional Judgment

A16 Score: 60%

Engineer D should NOT provide general condition descriptions without detailed drawings

Because EngineerD_Confidentiality_AsBuilts would be violated

A17 Score: 40%

Engineer D should adopt the Include only information directly relevant to the new project scope

Because this promotes Professional Judgment

A18 Score: 60%

Engineer D should NOT adopt the Include only information directly relevant to the new project scope

Because EngineerD_Confidentiality_AsBuilts would be violated

70% aligned
DP4 Engineer D must decide how to fulfill faithful agency obligations to the employer while maintaining ethical procurement practices when the employer pressures for information sharing that could compromise bidding integrity.

How should Engineer D respond when employer interests conflict with procurement integrity requirements?

Options:
  1. Comply with employer
  2. Maintain integrity
  3. Seek compromise
Arguments:
A19 Score: 40%

Engineer D should follow employer directives regarding information sharing

Because this promotes Professional Judgment

A20 Score: 60%

Engineer D should NOT follow employer directives regarding information sharing

Because professional discretion may require withholding information

A21 Score: 40%

Engineer D should refuse employer requests that compromise procurement integrity

Because this promotes Professional Judgment

A22 Score: 60%

Engineer D should NOT refuse employer requests that compromise procurement integrity

Because this may reduce necessary human judgment and oversight

A23 Score: 40%

Engineer D should adopt the Work with employer to find solutions that satisfy both obligations

Because this promotes Professional Judgment

A24 Score: 60%

Engineer D should NOT adopt the Work with employer to find solutions that satisfy both obligations

Because this may reduce necessary human judgment and oversight

70% aligned
Case Narrative

Phase 4 narrative construction results for Case 22

8
Characters
9
Events
5
Conflicts
10
Fluents
Opening Context

You are a professional engineer serving in an advisory capacity, tasked with ensuring ethical compliance in a complex contracting situation involving sprinkler system installations. As you review the project details, you notice a significant information gap between what the contractors know and what has been disclosed to the client, creating a situation where your professional obligations may conflict with established industry practices. Your role as a faithful agent requires you to navigate this information asymmetry while upholding the highest standards of engineering ethics.

From the perspective of Engineer A
Characters (8)
state agency Stakeholder

Government entity responsible for overseeing public construction projects and ensuring compliance with procurement regulations and safety standards.

Motivations:
  • To ensure fair competition, protect public funds, and maintain transparency in the bidding process while delivering safe, compliant infrastructure projects.
sprinkler contractors Stakeholder

Private companies competing for fire suppression system installation contracts through the public bidding process.

Motivations:
  • To secure profitable contracts through competitive bidding while maintaining their reputation and ensuring they have access to accurate project information for fair competition.
Engineer D Stakeholder

Professional engineer involved in the procurement process with specific obligations regarding fair competition, disclosure, and maintaining professional impartiality.

Motivations:
  • To uphold professional engineering ethics while navigating competing pressures from employers and maintaining integrity in the bidding process.
employer Stakeholder

Organization that employs Engineer D and likely has financial or competitive interests in the outcome of the procurement process.

Motivations:
  • To maximize business advantages and profitability while expecting loyal service from their employed engineer, potentially creating conflicts with ethical obligations.
Engineer A Protagonist

Professional engineer with a faithful agency obligation, likely serving in an advisory or oversight capacity to ensure ethical compliance.

Motivations:
  • To fulfill their duty of faithful service to their principal while maintaining professional engineering standards and ethical conduct.
Firm X Stakeholder
Contractor B Stakeholder
Firm B Stakeholder
Ethical Tensions (5)
Engineer D must serve their employer's interests faithfully while also ensuring fair competition among contractors. The employer may want Engineer D to provide selective information or advantages that would compromise fair competition. LLM
EngineerD_FaithfulAgency_Employer EngineerD_FairCompetition_Contractors
Obligation vs Obligation
Affects: Engineer D employer sprinkler contractors
Moral Intensity (Jones 1991):
Magnitude: high Probability: high immediate direct concentrated
Engineer D has a duty to maintain confidentiality of as-built drawings while also having an obligation to disclose the availability of such information for fair bidding processes. This creates tension between protecting proprietary information and ensuring transparency. LLM
EngineerD_Confidentiality_AsBuilts EngineerD_Disclosure_AsBuiltAvailability
Obligation vs Obligation
Affects: Engineer D sprinkler contractors employer
Moral Intensity (Jones 1991):
Magnitude: medium Probability: high immediate direct concentrated
Engineer D must disclose bid document information while being constrained from selective disclosure. This creates tension when some contractors may need additional clarification or when information requests come at different times. LLM
EngineerD_Disclosure_BidDocuments No_Selective_Information_Disclosure
Obligation vs Constraint
Affects: Engineer D sprinkler contractors
Moral Intensity (Jones 1991):
Magnitude: high Probability: medium immediate direct concentrated
Engineer D must maintain professional impartiality in procurement processes but is constrained by the requirement to obtain employer consent for actions. The employer's preferences may conflict with maintaining true impartiality among bidders. LLM
EngineerD_Professional_Impartiality D_Employer_Consent_Requirement
Obligation vs Constraint
Affects: Engineer D employer sprinkler contractors
Moral Intensity (Jones 1991):
Magnitude: high Probability: medium near-term direct diffuse
The constraint requiring equal access to project information conflicts with procurement deadlines when information requests or clarifications arise late in the bidding process. Providing equal access may require extending deadlines or disadvantaging some bidders. LLM
Equal_Access_To_Project_Information Public_Procurement_Deadline
Constraint Vs Constraint
Affects: Engineer D sprinkler contractors state agency
Moral Intensity (Jones 1991):
Magnitude: medium Probability: high immediate direct concentrated
States (10)
Information Asymmetry State Precedent-Based Expectation State EngineerD_InformationAsymmetry_SprinklerContractors RepeatContractors_PrecedentExpectation_AsBuiltDrawings StateAgency_InformationAsymmetry_BidDocuments Appearance of Impropriety State EngineerD_InformationAsymmetry_AsBuiltDrawings EngineerD_AppearanceOfImpropriety_InformalSharing EngineerA_AppearanceOfImpropriety_ContractorB_Case15-7 EngineerA_ClientConfidentialityBreach_RealEstateAgent_Case82-2
Event Timeline (9)
# Event Type
1 The case begins in a construction project environment where some parties have access to critical technical information while others do not, creating an uneven playing field. This information imbalance sets the stage for potential ethical conflicts regarding fair competition and professional responsibility. state
2 After the initial contract award, a provision is established allowing for the distribution of detailed technical drawings to contractors. This arrangement creates a framework that will later become central to questions about competitive fairness and information access. action
3 The practice of sharing technical drawings with contractors continues as an ongoing operational procedure. This established pattern of information sharing becomes a standard expectation that influences how future bidding processes are conducted. action
4 A critical decision is made regarding whether to provide technical information to contractors before they submit their bids. This decision point represents a pivotal moment that will significantly impact the fairness and transparency of the competitive bidding process. action
5 Contractors begin changing their approach to requesting access to technical drawings and project information. This shift in behavior indicates growing awareness among bidders about the competitive advantages that access to detailed technical information can provide. automatic
6 Questions arise about whether all contractors are being treated equitably in terms of access to project information and technical resources. These fairness concerns highlight potential violations of competitive bidding principles and professional engineering ethics. automatic
7 Engineer D faces a fundamental conflict between their professional obligation to loyally serve their employer's interests and their ethical duty to ensure fair competition among all bidding contractors. This tension represents a classic dilemma between competing professional responsibilities. automatic
8 Engineer D must balance their responsibility to protect confidential technical drawings and proprietary information against their professional obligation to promote transparency and fairness in the bidding process. This conflict highlights the challenge of managing competing ethical duties in professional practice. automatic
9 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 outcome
Timeline Flow

Sequential action-event relationships. See Analysis tab for action-obligation links.

Enables (action → event)
  • Post-Award_Drawing_Provision Continued Drawing Distribution
  • Continued Drawing Distribution Pre-Bid_Information_Decision
  • Pre-Bid_Information_Decision Contractor Request Pattern Shift
Key Takeaways
  • Engineers must balance employer loyalty with fair competition by ensuring equal access to critical project information like as-built drawings.
  • Transparency in bidding processes requires proactive disclosure of available information rather than selective or reactive sharing that could advantage certain contractors.
  • The ethical resolution involves standardizing information availability as part of normal project delivery to eliminate conflicts between confidentiality and fairness.