Firms A and B Broker-Only Role Specialist Referral Obligation

O · Obligation Individual
http://proethica.org/ontology/case/161#Firms_A_and_B_Broker-Only_Role_Specialist_Referral_Obligation
Properties
Instance of
Broker-OnlyPrimeRoleTransparencyandSpecialist-DirectReferralObligation
http://proethica.org/ontology/intermediate#Broker-OnlyPrimeRoleTransparencyandSpecialist-DirectReferralObligation
Case context
Firms A and B could contribute only brokerage and administrative coordination; the entire substantive technical scope fell within Engineer X's expertise. The BER found their ethical position was to recommend direct engagement of Engineer X.
Compliance status
unmet
Confidence
0.92
Importance
high
Obligated party
Engineers within Firms A and B with authority over the solicitation response
Obligation statement
Engineers within Firms A and B, recognizing that their only substantive service would be to arrange for Engineer X's services, were obligated to recommend to the agency that it directly contact Engineer X as the better-qualified engineer for the services required, rather than offering to serve as nominal prime contractors.
Temporal scope
At the time of preparing and submitting the solicitation response
Source Evidence
Source text
Their ethical position in that event was to recommend to the agency that it directly contact Engineer X as the better qualified engineer for the services required.

Text references
On that basis we believe that Firms A and B should not have offered to undertake the prime contract if their only substantive service would be to arrange for the services of Engineer X.
Their ethical position in that event was to recommend to the agency that it directly contact Engineer X as the better qualified engineer for the services required.
TTL
@prefix case161: <http://proethica.org/ontology/case/161#> . @prefix owl: <http://www.w3.org/2002/07/owl#> . @prefix proeth: <http://proethica.org/ontology/intermediate#> . @prefix proeth-core: <http://proethica.org/ontology/core#> . @prefix prov: <http://www.w3.org/ns/prov#> . @prefix rdfs: <http://www.w3.org/2000/01/rdf-schema#> . @prefix xsd: <http://www.w3.org/2001/XMLSchema#> . case161:Firms_A_and_B_Broker-Only_Role_Specialist_Referral_Obligation a proeth:Broker-OnlyPrimeRoleTransparencyandSpecialist-DirectReferralObligation, owl:NamedIndividual ; rdfs:label "Firms A and B Broker-Only Role Specialist Referral Obligation" ; proeth-core:competesWith case161:Firms_A_and_B_Substantive_Prime_Contribution_Threshold_Failure ; proeth-core:prevailsOver case161:Firms_A_and_B_Substantive_Prime_Contribution_Threshold_Failure ; proeth:casecontext "Firms A and B could contribute only brokerage and administrative coordination; the entire substantive technical scope fell within Engineer X's expertise. The BER found their ethical position was to recommend direct engagement of Engineer X." ; proeth:compliancestatus "unmet" ; proeth:conceptCategory "Obligation" ; proeth:confidence "0.92" ; proeth:derivedFromPrinciple case161:Broker-Only_Role_Transparency_Obligation_of_Firms_A_and_B, case161:Broker-Only_Role_Transparency_and_Specialist_Referral_Obligation_Applied_to_Firms_A_and_B ; proeth:discoveredincase "161" ; proeth:discoveredinpass "2" ; proeth:discoveredinsection "discussion" ; proeth:firstdiscoveredat "2026-03-02T11:48:04.527242+00:00" ; proeth:firstdiscoveredincase "161" ; proeth:generatedattime "2026-03-02T11:48:04.527242+00:00" ; proeth:importance "high" ; proeth:obligatedparty "Engineers within Firms A and B with authority over the solicitation response" ; proeth:obligationclass "Broker-Only Prime Role Transparency and Specialist-Direct Referral Obligation" ; proeth:obligationstatement "Engineers within Firms A and B, recognizing that their only substantive service would be to arrange for Engineer X's services, were obligated to recommend to the agency that it directly contact Engineer X as the better-qualified engineer for the services required, rather than offering to serve as nominal prime contractors." ; proeth:sourcetext "Their ethical position in that event was to recommend to the agency that it directly contact Engineer X as the better qualified engineer for the services required." ; proeth:temporalscope "At the time of preparing and submitting the solicitation response" ; proeth:textreferences "On that basis we believe that Firms A and B should not have offered to undertake the prime contract if their only substantive service would be to arrange for the services of Engineer X.", "Their ethical position in that event was to recommend to the agency that it directly contact Engineer X as the better qualified engineer for the services required." ; proeth:wasattributedto "Case 161 Extraction" ; prov:generatedAtTime "2026-03-02T11:58:20.082856"^^xsd:dateTime ; prov:wasGeneratedBy "ProEthica Case 161 Extraction" .
Metadata
Type
Individual
Last Updated
2026-05-28 23:36
Discovered in case
161
Discovered in pass
2
Discovered in section
discussion
First discovered
2026-03-02T11:48:04.527242+00:00
First case
161
Generated
2026-03-02T11:48:04.527242+00:00
Attributed to
Case 161 Extraction
Generated
2026-03-02T11:58:20.082856
Generated by
ProEthica Case 161 Extraction