Trust & Accountability
D-MAH Consulting believes that trust should be supported by systems.
Our Trust & Accountability Standard
Where appropriate, every assignment has:
- 1. A defined scope of work.
- 2. Written client authorization.
- 3. Agreed fees and third-party costs.
- 4. Agreed timelines or expected service period.
- 5. A clear communication method and update schedule.
- 6. Appropriate records and supporting evidence.
- 7. Disclosure of important problems, delays or changes.
- 8. Completion confirmation and final reporting.
Client Funds and Payment Facilitation
Where possible, clients should pay schools, vendors, institutions, professionals and other service providers directly. D-MAH Consulting's preferred role is to coordinate and verify the transaction rather than hold client funds.
Where an assignment reasonably requires D-MAH Consulting to make an authorized payment or expense for the client, the amount, purpose, recipient, authorization, supporting receipt and reconciliation should be documented. D-MAH Consulting does not operate as a wallet, deposit-taking service, money-transfer business or financial intermediary.
Professional Boundaries
D-MAH Consulting coordinates processes. It does not replace the professionals legally or technically responsible for specialist work. Legal advice, accounting, investment advice, financial management, surveying, valuation, engineering, regulated educational decisions and other specialist services remain with the appropriate qualified or authorized professionals.
D-MAH Consulting may help a client identify, communicate with, schedule or coordinate such professionals, but each professional remains responsible for the specialist service they provide.
Stays with qualified professionals
- Legal advice
- Accounting
- Investment advice
- Financial management
- Surveying
- Valuation
- Engineering
- Regulated educational decisions
- Other specialist services
Confidentiality and Records
D-MAH Consulting collects only information reasonably needed for an assignment, restricts access to client information, maintains organized assignment records and does not disclose confidential information except as authorized by the client or required by law.
Assignments We Decline
- Illegal, deceptive, fraudulent or improperly documented activities.
- Assignments requiring D-MAH Consulting to misrepresent its authority, qualifications or relationship with another party.
- Requests to falsify, alter, conceal or improperly obtain official, academic, financial, property or business records.
- Assignments that create an unmanaged conflict of interest.
- Specialist or regulated work D-MAH Consulting is not authorized or qualified to perform.
- Requests that cannot be supported by a reasonable scope, authorization or accountability process.