CORPORATE EQUALITY INDEX 2O16 · 2017-06-30 · Corporate Equality Index scorecard, to go into...
Transcript of CORPORATE EQUALITY INDEX 2O16 · 2017-06-30 · Corporate Equality Index scorecard, to go into...
Criteria Updates & Toolkit for Success
CORPORATE EQUALITY INDEX 2O16
www.hrc.org/cei
3 Letter from HRC Foundation President Chad Griffin 6 2016 CEI Criteria Changes at a Glance 7 CurrentRatingCriteriaandChanges 9 PointAllocations 9 WhyisHRCdoingthisnow? 9 Timeline
10 Non-Discrimination
11 Global Non-Discrimination Policies and Codes of Conduct 11 Background 11 Q&A
14 Contractor and Vendor Standards 14 Background 14 Q&A
15 Corporate Giving Guidelines 15 Background 15 Q&A
17 General FAQs
CORPORATEEQUALITY INDEX 2O16Criteria Updates & Toolkit for Success
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Letter from HRC Foundation President Chad Griffin
Inthe2013CorporateEqualityIndex,we—theHumanRightsCampaignFoundationandourcorporateallies—reachedacriticaltippingpointinworkplaceequality.Forthefirsttimein
history, a majority of the Fortune 500 afford both sexualorientationandgenderidentityemploymentprotections.
Andtheprogressdidnotstopthere.
Over400majorbusinessesimplementedtransgender-inclusivehealthcarecoverageandamajorityhavepartnerbenefits.Recordnumbersofbusinessesstoodwithourcommunitytoendorsepro-equalitylegislation.InadditiontothedozensthatstoodformarriageinthestatesandspokeoutagainstthediscriminatoryDefenseofMarriageAct,stillmorestoodontherightsideofhistoryandontheprinciplesofgoodbusinessbyadvocatingforpassageofcriticalfederalandstateworkplaceprotections.
Sinceassumingleadershipofthisorganization,Ihaveheardfrombusinessleaders,lawmakersandthecommunityat-largeonthecriticalrolebusinesseshaveplayedinchampioningequality.AndIamconstantlyasked,“What’snext?Howdoweseizeonthismomentumforthegoodofbusinessesandthecommunityalike?”
NowitiswithgreatexcitementandconfidenceintheincredibleworkalreadytakingshapewithincorporateAmericathatIannouncethreekeychangestotheCorporateEqualityIndexscorecard,togointoeffectincalendaryear2015.
Allofthechangesstemfromoneguidingprinciple:thatdiscriminationhasnoplaceinatop-ratedCEIbusiness.
COR PORATE EQUALITY I N DEX 2O16 www.hrc.org/cei
LETTER FROM HRC FOUNDATION PRESIDENT CHAD GRIFFIN
CEI 2O16
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CEI 2O16
COR PORATE EQUALITY I N DEX 2O16 www.hrc.org/cei
Letter from HRC Foundation President Chad Griffin
Underthenewscorecard,abusinessmustensurethattheprinciplesofnon-discriminationandLGBTequalityinclude: • aglobalnon-discriminationpolicyand/orglobalcodeofconductthat
specificallyprohibitsdiscriminationonthebasisofsexualorientationandgenderidentity;
• arequirementthatsuppliersandvendorsmustabidebythebusiness’sownfullyinclusivenon-discriminationpolicy;andlastly
• arequirementthatatop-ratedbusinessdoesnotcontributefundingtoorganizationswithawrittenpolicyormissionofdiscriminationonthebasisofsexualorientationorgenderidentity.
Lastfall,whenwereleasedthe2013CEI,Ihadthepleasureofannouncinganexcitingtrendcrystallizing:businessesareimplementinganethosofLGBTinclusionthatgoesbeyondUSborders.Asyouwillsee,majorbusinessesareensuringthatwherevertheydobusiness,hereandabroad,LGBTpeopleenjoythesameworkplaceprotections.Inaddition,thesesamebusinessesarealigningtheircorporatevaluesofLGBTinclusionwiththeirsuppliers,fundersandwithinthecommunityatlarge.
It’suptoustolearnfromthesethoughtleadersandturnencouragingupwardtrendlinesintothenewbestpracticesforcorporateLGBTinclusion.
Intheenclosedguideyouwillseedetaileddescriptionsofthesechanges,informationonwhatbusinessesarealreadydoingandguidanceonhowtoimplementthechanges.OurWorkplaceEqualityteamwillbeholdingeducationalwebinars,consultativecallsandprovideyouwiththeresourcesyouneedtogettoa100percent.
WehavealwaysworkedtogethertoleadchangeincorporateAmerica,notbyrestingonourlaurels,butbyrisingtothetaskofgreaterequalitybecauseitistherightthingtodoanditisjust,plaingoodbusiness.Thankyou.
Sincerely,
ChadGriffinHumanRightsCampaignFoundationPresident
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Executive Summary
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CEI 2O16
COR PORATE EQUALITY I N DEX 2O16 www.hrc.org/cei
2016 CEI Criteria Changes at a Glance
TheHumanRightsCampaignFoundationannouncesthatforthe2016CorporateEqualityIndexreport,allbusinessesmust:
• Havesexualorientationandgenderidentitynon-discriminationprotectionsexplicitlyincludedinallofitsoperations,bothwithintheUSandglobaloperations.
• RequireUScontractorstoabidebycompanies’existinginclusivenon-discriminationpolicy.
• Implementinternalrequirementsprohibitingcompany/lawfirmphilanthropicgivingtonon-religiousorganizationsthathaveawrittenpolicyofdiscriminationonthebasisofsexualorientationand/orgenderidentity.
Thesecriteriachangesfurtherbringintoalignment,themostcriticalfoundationofLGBTworkplaceinclusion–non-discriminationpoliciesanddiversitypractices–throughouttheoperationsofanemployer.
HRCwillbeapartnerintheeducationofourbusinessalliestoensureweworktogetheronupdatingexistingbestpracticesthatamajorityofourbusinesseshavealreadyimplemented.
Global Workplace Non-Discrimination Policy and/ Or Code of Conduct
Inclusive Non-Discrimination Requirements for Contractors and Vendors
Corporate Giving Guidelines
Non-Discrimination:
360°of Corporate Equality
2016 CEI CRITERIACHANGES AT A GLANCE
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CEI 2O16
COR PORATE EQUALITY I N DEX 2O16 www.hrc.org/cei
2016 CEI Criteria Changes at a Glance
CURRENT RATING CRITERIA AND CHANGES 2016CEIChangesareinblue.
1. Equal employment opportunity policy includes: Sexualorientation(15) Genderidentityorexpression(15)
2. Tenets of EEO Policy that Prohibits Discrimination on the Basis of Sexual Orientation and Gender Identity Extend to:(PointsTBD)
A.GlobalWorkforce: 1. EEOPolicyand/orGlobalCodeofConductincludesSexual
OrientationandGenderIdentity
B.Contractors 1. Parityinsupplierstandards
C.CorporateGivingStandards 1.Guidelinesinplacethatprohibitnationalcorporategivingtogoto
non-religiousorganizationswithawrittenpolicyofdiscrimination(orpermitteddiscrimination)againstLGBTpeople(e.g.membership,volunteerstructure)
3. Employment benefits (35) Tosecurefullcreditforbenefitscriteria,eachbenefitmustbeavailabletoall
benefits-eligibleU.S.employees.Inareaswheremorethanonehealthinsuranceplanisavailable,atleastoneinclusiveplanmustbeavailable.
A.Equivalentspousalandpartnermedicalbenefits(15)(moreinfo) B.Includesparitybetweenemployeeswithdifferent-sexspousesandsame-
sexpartnersorspousesintheprovisionofthefollowingbenefits:COBRA;dental;vision;legaldependentcoverage;bereavementleave;employer-providedsupplementallifeinsuranceforapartner;relocation/travelassistance;adoptionassistance;qualifiedjointandsurvivorannuityforpartners;qualifiedpre-retirementsurvivorannuityforpartners;retireehealthcarebenefits;andemployeediscounts(10)
C.Equalhealthcoveragefortransgenderindividualswithoutexclusionfor
medicallynecessarycare(10)(moreinfo)
4. Organizational LGBT competency (20) A.Competencytraining,resourcesoraccountabilitymeasures(10)
Businessesmustdemonstrateafirm-wide,sustainedandaccountablecommitmenttodiversityandculturalcompetency,includingatleastthreeofthefollowingelements:• Newhiretrainingclearlystatesthatthenondiscriminationpolicy
includesgenderidentityandsexualorientationandprovidesdefinitionsorscenariosillustratingthepolicyforeach
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2016 CEI Criteria Changes at a Glance
• Supervisors undergo training that includes gender identity and sexual orientation as discrete topics (may be part of a broader training), and provides definitions or scenarios illustrating the policy for each
• Integration of gender identity and sexual orientation in professional development, skills-based or other leadership training that includes elements of diversity and/or cultural competency
• Gender transition guidelines with supportive restroom, dress code and documentation guidance
• Anonymous employee engagement or climate surveys conducted on an annual or biennial basis allow employees the option to identify as LGBT.
• Data collection forms that include employee race, ethnicity, gender, military and disability status — typically recorded as part of employee records — include optional questions on sexual orientation and gender identity.
• Senior management/executive performance measures include LGBT diversity metrics
B. Employee Group –OR– Diversity Council (10)
5. Public Engagement (15) Businesses must demonstrate ongoing LGBT-specific engagement that extends across the firm, including at least three of the following:
• LGBT employee recruitment efforts with demonstrated reach of LGBT applicants (required documentation may include a short summary of the event or an estimation of the number of candidates reached)
• Marketing or advertising to LGBT consumers (e.g.: advertising with LGBT content, advertising in LGBT media or sponsoring LGBT organizations and events)
• Philanthropic support of at least one LGBT organization or event (e.g.: financial, in kind or pro bono support)
• Demonstrated public support for LGBT equality under the law through local, state or federal legislation or initiatives
• Supplier diversity program with demonstrated effort to include certified LGBT suppliers
6. Responsible citizenship (-25) Employers will have 25 points deducted from their score for a large-scale official or public anti-LGBT blemish on their recent records. Scores on this criterion are based on information that has come to HRC’s attention related to topics including but not limited to: undue influence by a significant shareholder calculated to undermine a business’s employment policies or practices related to its LGBT employees; directing corporate charitable contributions to organizations whose primary mission includes advocacy against LGBT equality; opposing shareholder resolutions reasonably aimed at encouraging the adoption of inclusive workplace policies; revoking inclusive LGBT policies or practices; or engaging in proven practices that are contrary to the business’s written LGBT employment policies.
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CEI 2O16
COR PORATE EQUALITY I N DEX 2O16 www.hrc.org/cei
2016 CEI Criteria Changes at a Glance
POINT ALLOCATIONSBusinessesareratedonascalefrom0to100,withacertainnumberofpointsawardedformeetingeachcriterion.TheHRCFoundationwillcontinuetoawardpartialcredittoemployersthathavesatisfiedaportionofcertaincriterion.
Thepointsystemforthenewcriteriawillbedeterminedafterthecollectionofdatainthe2015CEItoensureascoringmechanismthatisfairandattainable.
WHY IS HRC DOING THIS NOW?WetakecriteriachangesveryseriouslyandwehaveseenagrowingappetitefromourcorporatepartnerstotranslatetheirsuccessintheCEItootheraspectsoftheirbusinessoperations.Fora100%-ratedcompany,therecanbenoroomforinconsistencieswhenitcomestoprotectionsagainstdiscriminationbasedonsexualorientationandgenderidentity.Thesechangesensurethatpoliciesandpracticesareconsistentacrossallbusinessoperations,andrepresentthenaturalextensionofvettedandacceptedbestpracticesforcorporateLGBTdiversityandinclusion.
TIMELINEWhat is the timeline for rolling out these changes and resources?
• Spring 2013:CriteriaChangeAnnouncement;HRCFoundationreleasesToolkitforSuccessandconductswebinars
• Spring 2013: CEI2014isfielded
• Fall 2013:CEI2014reportreleased
• Winter 2014:HRCFoundationcontinueseducationalandconsultativeoutreachtobusinesses
• Spring 2014:CEI2015isfielded
• Fall 2014:CEI2015releasedandparticipantsreceivepreliminaryscorecardbasedoncriteriaupdates
• Spring 2015:CEI2016isfielded
• Fall 2015:CEI2016reportreleasedwithnewscoring
What is the work plan for successfully moving businesses to meet these requirements?
• Winter/ Spring 2013:Conductwebinarsandcorporateforums;sitevisits;mediaoutlets
• Further outreach:Ongoing,includingconsultativecalls
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Non-Discrimination
Wherefederallawsprotectpeoplefromworkplacediscriminationonthebasisofrace,color,religion,sex(includingpregnancy),nationalorigin,age(40orolder),disabilityandgeneticinformation,nosuchfederallawprotectsworkersfromworkplacediscriminationonthebasisofsexualorientationandgenderidentity.
Somestateshavepassedlawsandordinancestoestablishworkplaceprotectionsforlesbian,gay,bisexualandtransgenderemployees,butitremainslegalin29statestodiscriminateagainstjobapplicantsandemployeesbecauseoftheirsexualorientation,andin34statesbecauseoftheirgenderidentity.
Despitethispatchworkofstatelaws,privatesectoremployershaveimplementedfullyinclusivenon-discriminationpolicesatratesthatareleapsandboundsaheadoflawmakers.Today,98%ofCEIparticipantsprotecttheirU.S.employeesonthebasisofsexualorientation,and89%protectonthebasisofgenderidentity.
CorporateAmerica’sleadershiprecognizingthebasicnecessityofnon-discriminationforalloftheiremployees,anaturalextensionofthisdemonstratedsuccessistoensurethatthesestandardsapplyacrossallbusinessoperations.
NON-DISCRIMINATION
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Global Non-Discrimination Policies and Codes of Conduct
BACKGROUNDThemajorityofbusinessessurveyedintheCEI—64percentofratedemployers—haveoperationsoutsideoftheUnitedStates.Fortheninthyearinarow,theCEIincludedquestionsonemployers’levelsofLGBTinclusionwithintheirglobaloperations.
Eighty-fivepercentofemployersreportthattheirnon-discriminationpoliciesapplyacrosseachoftheirglobaloperations,and54percenthavedistinctglobalcodesofconductthatspecifyexpectationsonworkplaceinclusionandnon-discriminationstandardsalongthelinesofsexualorientationandgenderidentity.
Whileglobalpoliciesorcodesofconductareimportant,individualhumanresourcepoliciesareoftendecentralized,makingitcriticalthattherebeclearnon-discriminationpoliciesineveryoperatinglocation.Whetheranemployeeisbeingrelocatedinternationally,ormerelytravelinginternationallyonbusinessforafiniteperiodoftime,thenon-discriminationprotectionsthattheyareaffordedbytheirCEI-ratedU.S.employermustbeportable.Sexualorientationandgenderidentityprotectionsmustbeconsistentlyupheldeitherbyglobalcompanypolicy,ormustbeensuredbytheoperatingU.S.entityinaglobalpartnershipsponsoringthetravelingemployee.
Q&AWhat does the current CEI data show us about the feasibility of many businesses doing this? Basedonthemostrecent2015CEIdata,85%ofCEI-ratedemployerswithglobaloperations(64%ofthetotal)reportthattheirownUSnon-discriminationpoliciesareapplicablethroughouttheirglobaloperations.Ofthe64%ofbusinessesreportingglobaloperations,54%haveglobalcodesofconduct.
GLOBAL NON-DISCRIMINATION POLICIES AND CODES OF CONDUCT
54%
85% CEI-Rated Employers report that their non-discrimination policies apply across each of their global operations
CEI-Rated Employers have distinct global codes of conduct or employment standards that are inclusive of both sexual orientation and gender identity
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Global Non-Discrimination Policies and Codes of Conduct
Does HRC have any expertise in global non-discrimination policies and practices?Yes.Since2004wehavebeenaskingcompaniesabouttheirinternationalpoliciesandthenexpandedtobenefitsthataffectLGBTemployees.In2010weco-publishedthelandmarkAnchoringEqualityreportwithOut&EqualandCGE;wefirstpublishedourfindingsaboutglobalLGBTpracticesintheCEIin2011;and,staffhasbeenexchangingexpertisethroughprogrammingandtalkswiththeWorldBank,Inter-AmericanDevelopmentBankandothermajorinstitutionsinadditiontothevastexistingcorporatenetwork.
But there are multi-nationals, international, LLC and LLP configurations — many decentralized offices, how can a policy cover all?Thismandateisonesolidstepintherightdirectionofconsistentglobalequality.Wehavedeliberatelybuiltintheoptionsofanon-discriminationpolicyaswellasaglobalcodeofconducttocoverthediversityofbusinessesintheCEI.Furthermore,weareworkingwithexpertstoensureculturalcontextisaccountedfor(e.g.terminologyinLatinAmericaisoften“sexualdiversity”insteadoforinadditionto“sexualorientation”).
Forthosebusinessesthatareglobalpartnerships,thebestpracticeisglobalalignmentfromtheglobalcorporategovernanceleadership,buttheywillnotbepenalizediftheentityintheCEIislimitedtotheUSfirm.
But does this guarantee LGBT employees are comfortable being out everywhere?No,muchasisthecaseintheUS,thereisoftenadisconnectbetweenpolicyandeverydayexperiences.WhileamajorityoftheFortune500offergenderidentityandsexualorientationprotections,weknowthatover50%ofLGBTemployeesremainclosetedonthejob.
Thisdisconnectdoesnotlessentheimportanceofhavingpoliciesinplaceastheyarearticulatedstandardsandexpectationsfortheworkplace,andempowerLGBTemployeestotakeactionwhensomethingnegativeoccurs.Weoftenexplainthatfairandinclusivepoliciesarenecessary,butnotsufficientforcompleteworkplaceequality.
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CEI 2O16 Global Non-Discrimination Policies and Codes of Conduct
COR PORATE EQUALITY I N DEX 2O16 www.hrc.org/cei
What about social, cultural and legal barriers?CulturalandsocialbarrierstoworkplaceinclusionexistfromTexastoTurkeyasdoopportunitiesforchangeandevolvinglegislation.DozensofcountrieshaveexplicitlawsprotectingLGBTpeoplefromdiscriminationandourlegalcounselcoupleswithcasestudyexamplesshownoprohibitionontheseworkplacepolicies.Staffwillcloselymonitordevelopmentsonthisfrontandwould,asalways,neverpenalizeabusinessforworkingwithinthelaw.
Forcontext,whentheCEIwaslaunchedin2002,thelegislativelandscapeintheUSforLGBTworkerswasrathergrim:
• Inlieuoffederalworkplaceprotections,LGBTpeoplecouldbedeniedajoborfiredfortheirsexualorientationin37statesandin44becauseoftheirgenderidentity.
• ThelandmarkLawrencev.Texasdecisionthatwouldstrikedownsodomystatuteshadnotbeendecided,leavingcertainhomosexualactsliabletocriminalization.
• Nostatehadsame-sexmarriage,whiletheDefenseofMarriageAct(DOMA)wentunchallenged.
• StatessuchasFloridahadbansonLGBTpeopleadoptingchildren.• Hatecrimesonthebasisofsexualorientationandgenderidentitywerenot
federallyrecognizedashatecrimesagainstotherminoritygroupsweredefined.• LGBTpeopleintheArmedForcesfaceddischargesunderDon’tAsk,Don’t
Tellorhadtohidethemselves.
Still,withinthisclimatetheCEIwaslaunchedasthecornerstoneofanambitiousstrategytotransformAmericanworkplacesbycommunicatingdirectlywithmajorprivatesectoremployers,developingaroadmapandassessmentofpolicies,practicesandbenefitsthatwouldbemoreinclusiveofLGBTemployees.TheCEIbridgedbusinessgoalsofrecruitingandretainingtoptalentwiththatofLGBTequality.
What about businesses not headquartered in the US? ThosebusinesseshaveactivelybeenworkingwithHRCandtheCEIforyearsandthemechanismsforchangewillbelargelybethesame.Staffwillcontinuetoworkone-on-onewithcorporatecontactstoeffectchangeviatheUSentitycompletingtheCEIsurvey.
What recourse do employees have if they experience workplace discrimination in another country?Mediation,HRandotherprocessesvarybusinesstobusiness(astheydointheUS)andinthisregard,thisproposedstandardisnotdissimilar.
TitleVII(andtheproposedENDAbill)coversUSworkersabroad–itisstandardbusinesspracticeforworkplaceprotectionstobeportablewhenemployedbyaUSemployerabroad.
Wearesimplyextendingtheselong-heldstandardstoLGBTinclusion.
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Contractor and Vendor Standards
BACKGROUNDAbusinesstypicallyreliesonotherbusinessesforgoodsorservices.Inordertoensurethatsuppliersactinamannerthatadherestoabusiness’ownstandards,manybusinesseshavealreadyestablishedstandardsofconductthatsetexpectationsforbehavioroftheirsuppliers.Inthe2015CEI,61%ofratedemployersreportedthattheirsupplierswererequiredtoadheretothecompany’sownnon-discriminationpolicy.
Underthenewcriteria,wheresuppliermandatescurrentlyexistwithrespecttonon-discrimination,thesemandatesmustexplicitlyincludesexualorientationandgenderidentityalongsideothernamedcategories.Inotherwords,wewouldnotbeimposinganLGBTcarve-out,butinsteadestablishingthatwherethesesupplierstandardsexist,theyshouldincludesexualorientationandgenderidentityalongsideotherrelevantcategoriessuchasrace,gender,etc.
Q&AHow can a business control a contractor’s policies? Why would it matter? BusinessesofthesizeincludedintheCEI(aminimumof500fulltimeUSemployees)typicallyhavesetstandardsandguidelinesalreadyembeddedintheirprocurement.Thissimplyensuresconsistencyinthecorporatepoliciesandvaluesofnon-discriminationbetweentheemployeranditscontractors–thoseitdecidestorewardwithitsbusiness.Also,manyworksiteshaveemployeesfromdifferentbusinessesworkingsidebyside.Forexample,alargedefenseformmaybemadeupofthreeseparateprivatecontractorsworkingtogetheronthesameproject.Thischangemakestheexpectationsandpoliciesintheworkplacemoreconsistent.
Why is HRC scoring on the basis of US, but not global contractors? TheguidingprincipleoftheCEIhasalwaysbeenthatthescorecardbebothfairandattainable.HRCislayingthegroundworkfortheultimategoalofcompletenon-discriminationprovisionsacrosstheglobalsupplychainbystartingwithtwomanageableandfaircriteriachanges–updatestotheglobalemployeenon-discriminationpolicysothatitincludessexualorientationandgenderidentityandnon-discriminationprovisionsembeddedintotheU.S.procurementprocess.
CONTRACTOR AND VENDOR STANDARDS
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Corporate Giving Guidelines
BACKGROUNDTheCorporateEqualityIndexhasasystematictraditionofholdingcompaniesaccountableforwhatkindsoforganizationsreceivetheirphilanthropicdollars.Acompanywouldbecontacted,andpotentiallyreceivea25pointdeductionifHRCfoundinstancesoffoundationalcorporategivingtoanyorganizationwhoseexplicitmissionincludedeffortstoundermineLGBTequality.
Wearenowwideningthisframeworktoholdcompaniesaccountableforanygivingtoanon-religiousorganizationwithanexplicitpolicyofdiscriminationagainstLGBTpeople(e.g.TheBoyScoutsofAmerica).
CorporateAmericahaspolicyprecedentssettingthestandardsaroundresponsiblefoundationalgiving.
Therequirementisthatatopratedbusinessmust:Implementinternalrequirementsprohibitingcompany/lawfirmphilanthropicgivingtonon-religiousorganizationsthathaveawrittenpolicyofdiscriminationonthebasisofsexualorientationand/orgenderidentityand/orhaveapolicyexplicitlypermittingitsownchapters,affiliates,etc.todiscriminate.
Whileabestpractice,businesseswillnotberequiredtohavenon-profitsreceivingtheirfundingimplementtheseprotectionssincesomearefaith-based.Aslongasthereisnoexplicitdiscriminatorylanguageorpracticefoundinitsoperationsormembershiprequirements,andorganizationcanreceivefundingandthecompanyreceivefullcreditontheCEI.
Q&AWhat does this look like?LeviStrauss&Co.submittedtheirgrantspolicytotheHRCFoundationasanexampleofthetypesofguidelineswewillbelookingforunderthenewcriteria:
CORPORATE GIVING GUIDELINES
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Corporate Giving Guidelines
What companies are doing this? Companiesthathavetheirgivingpoliciesreadilyavailableonlineinclude(butarenotlimitedto):AlcoaInc.,BAESystemsInc.,CSXCorp.,ExelonCorp.,HiltonWorldwideInc.,IntelCorp.,LexmarkInternationalInc.,LockheedMartinCorp.,Merck&Co.Inc.,NikeInc.,TextronInc.,TDBankN.A.,TysonFoodsInc.,UnitedParcelServiceInc.,TheWaltDisneyCo.,WellsFargo&Co.
How can a business know if a non-profit receiving funding discriminates against LGBT people?Itisrarefornon-profitstoenshrinediscriminationintoitsmissionandpolicystatements.HRChashistoricallymonitoredcharitabledonationstoorganizationswithaspecificmissionofunderminingLGBTequality.Thiscriteriachangeextendsthatmonitoringtotherelativelysmallgroupofnon-religiousorganizationssuchastheBoyScoutsofAmericathathaveanexplicitwrittenpolicyofdiscrimination(e.g.,TheBoyScoutsofAmericado“notgrantmembershiptoindividualswhoareopenoravowedhomosexuals.”)
What about religious organizations? HRChasalwayssupportedreligiousexemptionsinlegislationandattheprogrammaticlevelwhereappropriate.Thiswillcontinueforcorporategiving.
What about United Way giving?HRCwillnotscoreonthebasisofUnitedWaygiving,butratherondirectorganizationalcontributions.
What about local gifts that are hard to manage from headquarters?Thisrequirementisintendedtoapplytonational,centralizedgiving.Independentsmall,localgivingisoutofthescopeoftheCEI.
Do these policies only apply to corporate foundations? Whilegivingguidelinestypicallyrefertocorporatefoundationalgiving,thesegivingstandardsshouldapplytocorporatein-kinddonationsandemployeematching-giftprogramsaswell.Thisconsistencyinpolicywillberequiredforcredit.
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CEI 2O16 General FAQs
COR PORATE EQUALITY I N DEX 2O16 www.hrc.org/cei
What is the change in CEI criteria?Currently,toscorea100percent,abusinessmusthavesexualorientationandgenderidentityinitsUSnon-discriminationpolicy.
• Theupdatetothecriteriameansthatthispolicymustbeexplicitlyincludedinalloftheemployer’soperations,includingglobaloperations,inadditiontotheUS.
• Thesecondchangemeansthatcontractorswouldberequiredtoadheretothebusiness’sowninclusivenon-discriminationpolicy.
• Lastly,thechangemeansthata100percentratedbusinessdoesnotcontributefundingtoorganizationswithawrittenpolicyormissionofdiscriminationonthebasisofsexualorientationorgenderidentity.
When will it go into effect?Businesseswillbescoredonthenewcriteriainthe2016CorporateEqualityIndexreport,releasedincalendaryear2015.
What are the point designations?HRCFoundationwilldeterminethefairpointdesignationincalendaryear2013andwillprovideallCEIbusinesseswithapreliminaryscorecard(senttoeachemployer,butnotpublicized)inthefallof2014,oneyearbeforescoresbasedonthenewcriteriawillbepublished.
Why is the scorecard changing? Theannouncedchangestothescorecardofferaclearer,morerobustpathforwardonhowbusinessescanandshouldimplementatenetofnon-discriminationandLGBTworkplaceequality.Theunderlyingprincipleisclear:Thereisnoplacefordiscriminationina100percentratedbusiness.
Furthermore,asthedatatrendlinesshow,amajorityoftheCEIratedbusinessesarealreadyimplementingthesebestpractices.
Itistruetoourmissionofleveragingmajorbusinesses’insupportofimpactingfarreachingchangeandgivingrealmeaningtothedesignationof100%.
Thisholisticchangeconveysasuccinctmessageandresolvesourcompanies’questionsregardingcorporatesocialresponsibilityandglobaloperationswithonecohesivemessageandaccompanyingresources.
GENERAL FAQs
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General FAQs
Will businesses get to see a preliminary scorecard before the changes go into effect?Yes,allCEIparticipantswillreceiveapreliminaryscorecardincalendaryear2014togiveampletimetomakechangesaheadofthe2015publicscorecard.HRCFoundationstaffwillbeavailableforindividualconsultationandcanprovidebusinesseswithadditionalmodelguidelinesandeducationalresourcestomeetthenewCEIstandards.
Won’t this be a stretch for a lot of businesses? No,infactthenewcriteriaarenaturalextensionsoftheestablishedtrendlinesamongstCEI-ratedbusinesses.
Currentdataoneachofthecriteriaareasfollows:
• EEO/Non-DiscriminationPolicy(US-basedemployees) 98%CEIratedemployersinclude“sexualorientation”and 89%CEIratedemployersinclude“genderidentity”inU.S.
non-discriminationpolicies
• GlobalWorkplaceProtections 85%oftheCEIratedemployerswithglobaloperations(64%of
totalCEIparticipants)reportthattheirownUSnon-discriminationpoliciesareapplicablethroughouttheirglobaloperations.
• Contractors(US-based) 61%ofCEIratedemployersrequireitssuppliersandvendorsto
abidebytheirnon-discriminationpolicyprotections.
• FundingRecipients Itisanestablishedbestpracticetohavecorporategivingguidelines,
anddozensofemployersalreadyhaveinclusivelanguagewrittenintotheseguidelines.Severaldiscontinuedfundingtodiscriminatoryorganizations,suchastheBoyScoutsofAmericaadecadeago.
Is HRC over-reaching in its requirements of businesses? ThesechangesareanaturalextensionofthebestpracticesamajorityoftheCEIbusinessesandFortune500havealreadyimplemented,namelyinclusivenon-discriminationpolicies.Non-discriminationlaysthefoundationforLGBTequality.Theseupdatestothescorecardreflectbacktothosebusinessesthathavenotmadethetenetsofnon-discriminationconsistent,apathandrationaletodoingso.