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ID POST: Professional Ethics, Communication, and Client Relations

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Professional Ethics, Communication, and Client Relations

This domain tests judgment: how you handle conflicts of interest, confidential information, competence limits, and the everyday communication that prevents disputes.

Core rules

  • Competence: accept work only where you are qualified; bring in a structural engineer, code consultant, or lighting designer when scope exceeds your training, and say so in writing.
  • Conflict of interest: disclose any commission, referral fee, or ownership interest in a vendor or product you specify, and obtain the client's written consent. Undisclosed compensation from a trade is a violation.
  • Confidentiality: client information, plans, and budgets are not yours to reuse, publish, or show to a prospective client asking for something similar.
  • Honesty in marketing: no false credentials, no claiming a license you do not hold, correct use of titles and certification language.
  • Communication: written meeting minutes and decision logs, one point of contact, defined response times, and documented client approval at each phase.
  • Fees: do not provide free design as bid bait, and do not disparage another designer.

Worked example

A fabricator offers a 10% commission on a custom vanity. Two ethical paths: decline the commission, or disclose it in writing and either credit it to the client or retain it with documented consent. Separately, the client approved an allowance that assumed a stock cabinet, not custom millwork - that gap must be disclosed in writing before the order is placed, because silence now becomes a dispute at installation.

Traps

  • Specifying from a company you own or advise without disclosure.
  • Reusing a prior client's drawings for a new project.
  • Letting a contractor route instructions around the client.
  • Passive silence in a meeting that later becomes you approved it.