DOCA.7:5.1 - Employer-sponsored advice remains Mira’s development question
This is a constructed case. Mira’s employer funds four months of career-development advice. Mira asks a separate adviser whether to pursue cross-disciplinary review capability or a specialist engineering direction. The employer also wants information for a later staffing decision.
The adviser first separates the intended uses.
| Participant or use | Bounded position |
|---|---|
| Mira | Developing person and recipient for her own development choice. |
| Employer | Sponsor; it retains its separately authorized staffing decision. |
| Adviser | Prepares the development-direction return within the established career-service competence and agreed conditions. |
| Personal assessments | Used only within their qualified purpose and agreed disclosure basis; funding does not settle access. |
| Employer-facing return | An agreed service summary, with no private assessment content unless a separate applicable basis permits it. |
In the case, the adviser’s competence for this bounded career service is established; specialist development and transfer assessments remain outside that competence. Mira accepts the bounded service and the employer agrees to the disclosure limit. Existing information identifies the two directions, but no qualified result supports the proposed independent-review transfer. The adviser returns the two-sentence boundary in :4.7 with the limit on independent-review transfer. A specific HCD request follows only when its attainable contribution warrants acquisition; this service-boundary answer needs no request to be complete. Admitting the service did not make a course recommendation ready.
Now the employer requests raw assessment notes for staffing. That is a changed audience and use, not another copy of the agreed service summary. The adviser withholds that disclosure pending its applicable basis and revisits the affected service terms. Mira’s earlier qualified assessment claims retain their established scope; the adviser takes neither her development choice nor the employer’s staffing decision.
If the sponsor refuses any service except undisclosed assessment transfer, the current request may end with a scoped blocker or referral under the actual professional conditions. It does not justify an adverse judgement about Mira.