Oregon Senior Referral Agency Association (OSRAA) Code of Ethics
The Code of Ethics applies to each Member of the Oregon Senior Referral Agency Association (OSRAA) at the time of membership and throughout their membership with the Association. Senior Referral Companies play a critical role in elderly persons life at a critical life transition, which makes it vitally important to have high ethics.
This profession is unregulated by the State of Oregon and the population can be sensitive to fraud and coercion. For this reason it is important that each Agency strive to maintain a high level of integrity, professionalism, and advocacy for elderly, their families and the profession.
Companies belonging to OSRAA are expected to:
Duties to Clients and Families
Make every effort to be informed regarding the essential facts of homes and communities in the market.
Make every effort to solicit information from each client they are working with so that may make informed suggestions tailored to the individual.
Protect and promote the interests of his or her client.
Conduct business so that the senior housing and care industry is promoted in a positive way.
Adequately explain the manner in which the Agency is paid for services and shall not misrepresent the way they are paid for their services.
Only accept payment from one home or community or individual per move-in of an individual person. The company can accept compensation for subsequent move-ins of the individual to a new residence and multiple persons in same home such as the case of a husband and wife.
Make every effort to find a good fit for their client. They may not intentionally suggest a home or community knowing it will not be a good fit for the expectation of a subsequent move-in in a new community or home.
Inform each client as to reasons why they did not suggest a particular place if asked however, they shall not interfere with the client’s decision to move into a home or community.
Not suggest a home or community based on a higher rent to client to ensure a higher commission to Agency.
Not negotiate or price fix the cost associated with a client’s move-in to particular home or community.
Not discourage parties to a transaction from seeking legal, financial or geriatric counsel.
Stay within their area of understanding. and not undertake to provide such an opinion if it is outside their field of experience to do so, unless this fact is disclosed to the client or unless assistance is obtained from another person who has experience in this area.
Report any instances of witnessed verbal, financial or physical abuse to appropriate Adult Protective Services Agency.
Only make referrals after an interview of the client’s needs. Agency shall not send referral notices, to homes or communities by fax, email or other means, without an initial client interview.
Refer only to places they are familiar and shall not suggest places which are not a good fit with prior actual knowledge of the poor fit.
Duties to the public
Render informed and conscientious service, in conformity with standards of capability which are reasonably expected of similar referral companies in our area. If scope of service moves out of Company’s area of expertise, or Company is unable to render such service, either alone or with the aid of other companies or employees or partners of Company, Company should refer the client to a service provider who may be able to render competent service.
Ensure a true presentation of own capabilities and role of a referral company in all advertising.
Commit to not deny services to any person for reasons of race, creed, color, sex, familial status, or national origin. Agency shall not be party to any plan or agreement to discriminate against a person or persons on the basis of race, creed, color, sex, familial status, or national origin. Company may limit service to persons over the age of 55.
Observe the By-Laws and Rules and Regulations established by OSRAA, in addition to the regulations, terms and conditions associated with any designation or membership in to other professional licensing or associations they belong to.
Conduct business in accordance with all statutory and regulatory requirements that apply to that business.
Duties to the Profession
Never publicly discredit an individual competitor.
Agrees to not work with a client whom the Company knows to be working with another referral company without disclosure to the client of how the competitor collects a fee. If client believes they are not receiving adequate assistance from prior company, Company may assist client so that the client’s needs are met after such information is disclosed to client. Company should inform client, if appropriate, to alert prior company that they are now working with them.
In the event of a dispute between companies regarding commission earned or to be earned in connection with a client, the companies shall make every attempt to work it out between themselves, if both are members of OSRAA, they may bring the dispute to the Board for resolution.
Code of Ethics approved the ________ day of __________, 20___.