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Corporate Equality Index 2012
 Progress and Preparing for the
          New Criteria
Our Goal




equal protections and benefits
for LGBT workers
CEI as Change Agent
 Only national benchmarking survey on LGBT
  workplace inclusion
 Engaged hundreds of Fortune and other major
  US Employers; increased equal benefits and
  policies for millions of workers
 Criteria changed in 2006, 2009 announced for
  2012 CEI (administered June 2011)
Input...
                     LGBT      LGBT Workers
                   Workplace   / Community
                   Advocates     Members

       Workplace
                                              Participating
       Diversity
                                               Businesses
        Leaders




 Federal and                CEI                     HRC Business
                                                     Council &
  State Laws
                          Criteria                     Staff
CEI 2012: New Criteria Objectives

End benefits discrimination for transgender employees
 and dependents
Equal benefits for partners and spouses
Organizational competency on LGBT inclusion
Demonstrated, public commitment to LGBT community

New Criteria Tenets
  At least 12 months advance notice of changes
  Transparency of criteria and scoring
  Rigorous, fair and achievable criteria
2012 CEI Criteria   2011-
                     non-discrimination policy
                         gender identity
                         sexual orientation
                     employment benefits
                         transgender-inclusive insurance
                         equal partner/spousal benefits
                     organizational competency
                         diversity/competency training and
                          metrics
                         employee group
                         engagement or diversity metrics
                     external engagement
                     responsible citizenship
30
             2012 CEI: Criteria
CEI Criteria                                                Points Possible


   Non-discrimination policy includes sexual orientation                     15
   Non-discrimination policy includes gender identity
    and/or expression                                                         15
   Domestic partner health insurance                                         15
   Full parity for partners across all other benefits                        10
   Transgender-inclusive healthcare coverage                                 10
   LGBT Organizational competency                                            10
   LGBT employee resource group
    (or LGBT-inclusive diversity council)                                     10
   Advertising, Marketing and Philanthropy                                   15
   Action that would undermine the goal of LGBT equality                       0/-25
                                                                              ___
                                                                              100
equal         all benefits provided
  benefits     equally as allowed by law
  for         Including retirement,
  partners     relocation/travel,
               employee discounts and
               other soft benefits
Trans-
inclusive       removes transgender
                 exclusions
healthcare
                explicitly references
coverage         WPATH Standards of Care
                 for medically necessary
                 treatment (incl. 2008 clarification)
                at least one plan avail. to
                 all employees (and
                 dependents)
                documentation to HRC
             HRC: www.hrc.org/issues/transgender_inclusive_benefits.htm
                        WPATH: www.wpath.org/Documents2/socv6.pdf
Trans-
              Plan documentation must be readily
inclusive      available to employees and must clearly
               communicate inclusive insurance by
healthcare     September 2011

coverage      Benefits available to other employees must
               extend to transgender individuals,
               available by open enrollment 2012.

              The following benefits should all extend to
               transgender individuals, including for
               services related to transgender transition
               (e.g., medically necessary services related
               to sex reassignment)

              Dollar maximums on this area of coverage
               must meet or exceed $75,000.
CEI 2011: 85 employers report trans-inclusive plans
          available to 2,994,373 employees & their family members
3M Co.                      Deutsche Bank                   J.P. Morgan Chase & Co.
Aetna Inc.                  Diageo North America            Johnson & Johnson            PricewaterhouseCoopers LLP
Alcatel-Lucent              DLA Piper                       K&L Gates LLP                Replacements Ltd.
American Express Co.        E. I. du Pont de Nemours &Co.   Katten Muchin Rosenman LLP   Robins, Kaplan, Miller & Ciresi
                                  (DuPont)                                                    LLP
Ameriprise Financial Inc.                                   Kimpton Hotel & Restaurant
AT&T Inc.                   Eastman Kodak Co.                     Grp Inc.               Schiff Hardin LLP
Avaya Inc.                  Edwards Angell Palmer &         Kirkland & Ellis LLP         Sears Holdings Corp.
                                  Dodge LLP                 KPMG LLP                     Shearman & Sterling LLP
Baker & McKenzie
                            Ernst & Young LLP               Kraft Foods Inc.             Sonnenschein, Nath &
Bank of America Corp.
                            Exelon Corp.                    Latham & Watkins LLP              Rosenthal LLP
Barclays Capital
                            Faegre & Benson LLP             Littler Mendelson PC         Squire, Sanders & Dempsey LLP
Bingham McCutchen LLP
                            Federal Home Loan Mortgage Marriott International Inc.       State Farm Group
Booz Allen Hamilton Inc.          Corp. (Freddie Mac)
Campbell Soup Co.                                           Marsh & McLennan Cos Inc.   Sun Microsystems Inc.
                            Ford Motor Co.                                               Sutherland Asbill & Brennan
Cardinal Health Inc.                                        McGraw-Hill Cos Inc., The
                            Fried, Frank, Harris, Shriver &                                   LLP
Carlton Fields PA                 Jacobson LLP              Microsoft Corp.
                                                            Morgan Stanley               TD Bank, N.A.
Chrysler LLC                Genentech Inc.
                                                            Morrison & Foerster LLP      Thomson Reuters
Cisco Systems Inc.          General Motors Corp.                                         UAL Corp. (United Airlines)
Citigroup Inc.              Goldman Sachs Grp Inc., The Nike Inc.                        Walt Disney Co.
Clifford Chance US LLP      Google Inc.                     Northern Trust Corp.
                                                            Oracle Corp.                 Wells Fargo & Co.
Coca-Cola Co., The          Harris Bankcorp Inc.
                                                            Paul, Hastings, Janofsky &   White & Case LLP
Covington & Burling LLP     Herman Miller Inc.
                                                                  Walker LLP             Wilmer Cutler Pickering Hale &
Crowell & Moring LLP        Hinshaw & Culbertson LLP                                          Dorr LLP
Cummins Inc.                                                PG&E Corp.
                            Intel Corp.                                                  Yahoo! Inc.,
Deloitte LLP                                                Pillsbury Winthrop Shaw
                            International Business                Pittman LLP                                                        11
                                  Machines Corp. (IBM)
                                                                               http://www.hrc.org/documents/HRC-CEI-2011-Final.pdf
Examples: Transgender Exclusions
 Services for, or leading to, sex transformation surgery.

 Gender Transformation: treatment or surgery to change gender
  including any direct or indirect complications or aftereffects
  thereof.

 Expenses for, or related to, sex change surgery or to any treatment
  of gender identity disorders.

 Transsexual surgery including medical or psychological counseling
  and hormonal therapy in preparation for, or subsequent to, any
  such surgery.
   Aetna
Transgender-Inclusive
Insurance                      BCBS
Insurance                      Cigna
carriers/administrators        Harvard Pilgrim
that offer at least basic
coverage                       HealthNet
                               Health Partners
                               Humana
                               Medica
                               Kaiser Permanente
                               United Health
                               Wellpoint
                               Finding Insurance for Transition-
                                Related Care:
                                http://www.hrc.org/issues/workpl
                                ace/benefits/15534.htm
organizational       at least three:
                      new hire training
   competency         supervisor training
                      leadership training
                      gender transition guidelines
                      senior management performance
                          measures LGBT diversity
                      anonymous surveys collect gender
                          identity/sexual orientation data
                      employee records allow collection
                          of gender identity/sexual
                          orientation data (must include
                          appropriate security/privacy
                          safeguards)
30
public          at least three:
  engagement     LGBT recruitment efforts
                 LGBT supplier diversity
                    program
                 marketing or advertising to
                    LGBT consumers
                 philanthropic support of an
                    LGBT organization
                 publicly support LGBT
                    equality under the law
                    (local, state or federal)
resources
   report: best practices in
    transgender-inclusive
    insurance
   Workplace Project staff
   Business Council Members




      www.hrc.org/newcei
    www.hrc.org/transbenefits

More Related Content

CEI 2012: Understanding the New Criteria

  • 1. Corporate Equality Index 2012 Progress and Preparing for the New Criteria
  • 2. Our Goal equal protections and benefits for LGBT workers
  • 3. CEI as Change Agent Only national benchmarking survey on LGBT workplace inclusion Engaged hundreds of Fortune and other major US Employers; increased equal benefits and policies for millions of workers Criteria changed in 2006, 2009 announced for 2012 CEI (administered June 2011)
  • 4. Input... LGBT LGBT Workers Workplace / Community Advocates Members Workplace Participating Diversity Businesses Leaders Federal and CEI HRC Business Council & State Laws Criteria Staff
  • 5. CEI 2012: New Criteria Objectives End benefits discrimination for transgender employees and dependents Equal benefits for partners and spouses Organizational competency on LGBT inclusion Demonstrated, public commitment to LGBT community New Criteria Tenets At least 12 months advance notice of changes Transparency of criteria and scoring Rigorous, fair and achievable criteria
  • 6. 2012 CEI Criteria 2011- non-discrimination policy gender identity sexual orientation employment benefits transgender-inclusive insurance equal partner/spousal benefits organizational competency diversity/competency training and metrics employee group engagement or diversity metrics external engagement responsible citizenship
  • 7. 30 2012 CEI: Criteria CEI Criteria Points Possible Non-discrimination policy includes sexual orientation 15 Non-discrimination policy includes gender identity and/or expression 15 Domestic partner health insurance 15 Full parity for partners across all other benefits 10 Transgender-inclusive healthcare coverage 10 LGBT Organizational competency 10 LGBT employee resource group (or LGBT-inclusive diversity council) 10 Advertising, Marketing and Philanthropy 15 Action that would undermine the goal of LGBT equality 0/-25 ___ 100
  • 8. equal all benefits provided benefits equally as allowed by law for Including retirement, partners relocation/travel, employee discounts and other soft benefits
  • 9. Trans- inclusive removes transgender exclusions healthcare explicitly references coverage WPATH Standards of Care for medically necessary treatment (incl. 2008 clarification) at least one plan avail. to all employees (and dependents) documentation to HRC HRC: www.hrc.org/issues/transgender_inclusive_benefits.htm WPATH: www.wpath.org/Documents2/socv6.pdf
  • 10. Trans- Plan documentation must be readily inclusive available to employees and must clearly communicate inclusive insurance by healthcare September 2011 coverage Benefits available to other employees must extend to transgender individuals, available by open enrollment 2012. The following benefits should all extend to transgender individuals, including for services related to transgender transition (e.g., medically necessary services related to sex reassignment) Dollar maximums on this area of coverage must meet or exceed $75,000.
  • 11. CEI 2011: 85 employers report trans-inclusive plans available to 2,994,373 employees & their family members 3M Co. Deutsche Bank J.P. Morgan Chase & Co. Aetna Inc. Diageo North America Johnson & Johnson PricewaterhouseCoopers LLP Alcatel-Lucent DLA Piper K&L Gates LLP Replacements Ltd. American Express Co. E. I. du Pont de Nemours &Co. Katten Muchin Rosenman LLP Robins, Kaplan, Miller & Ciresi (DuPont) LLP Ameriprise Financial Inc. Kimpton Hotel & Restaurant AT&T Inc. Eastman Kodak Co. Grp Inc. Schiff Hardin LLP Avaya Inc. Edwards Angell Palmer & Kirkland & Ellis LLP Sears Holdings Corp. Dodge LLP KPMG LLP Shearman & Sterling LLP Baker & McKenzie Ernst & Young LLP Kraft Foods Inc. Sonnenschein, Nath & Bank of America Corp. Exelon Corp. Latham & Watkins LLP Rosenthal LLP Barclays Capital Faegre & Benson LLP Littler Mendelson PC Squire, Sanders & Dempsey LLP Bingham McCutchen LLP Federal Home Loan Mortgage Marriott International Inc. State Farm Group Booz Allen Hamilton Inc. Corp. (Freddie Mac) Campbell Soup Co. Marsh & McLennan Cos Inc. Sun Microsystems Inc. Ford Motor Co. Sutherland Asbill & Brennan Cardinal Health Inc. McGraw-Hill Cos Inc., The Fried, Frank, Harris, Shriver & LLP Carlton Fields PA Jacobson LLP Microsoft Corp. Morgan Stanley TD Bank, N.A. Chrysler LLC Genentech Inc. Morrison & Foerster LLP Thomson Reuters Cisco Systems Inc. General Motors Corp. UAL Corp. (United Airlines) Citigroup Inc. Goldman Sachs Grp Inc., The Nike Inc. Walt Disney Co. Clifford Chance US LLP Google Inc. Northern Trust Corp. Oracle Corp. Wells Fargo & Co. Coca-Cola Co., The Harris Bankcorp Inc. Paul, Hastings, Janofsky & White & Case LLP Covington & Burling LLP Herman Miller Inc. Walker LLP Wilmer Cutler Pickering Hale & Crowell & Moring LLP Hinshaw & Culbertson LLP Dorr LLP Cummins Inc. PG&E Corp. Intel Corp. Yahoo! Inc., Deloitte LLP Pillsbury Winthrop Shaw International Business Pittman LLP 11 Machines Corp. (IBM) http://www.hrc.org/documents/HRC-CEI-2011-Final.pdf
  • 12. Examples: Transgender Exclusions Services for, or leading to, sex transformation surgery. Gender Transformation: treatment or surgery to change gender including any direct or indirect complications or aftereffects thereof. Expenses for, or related to, sex change surgery or to any treatment of gender identity disorders. Transsexual surgery including medical or psychological counseling and hormonal therapy in preparation for, or subsequent to, any such surgery.
  • 13. Aetna Transgender-Inclusive Insurance BCBS Insurance Cigna carriers/administrators Harvard Pilgrim that offer at least basic coverage HealthNet Health Partners Humana Medica Kaiser Permanente United Health Wellpoint Finding Insurance for Transition- Related Care: http://www.hrc.org/issues/workpl ace/benefits/15534.htm
  • 14. organizational at least three: new hire training competency supervisor training leadership training gender transition guidelines senior management performance measures LGBT diversity anonymous surveys collect gender identity/sexual orientation data employee records allow collection of gender identity/sexual orientation data (must include appropriate security/privacy safeguards)
  • 15. 30 public at least three: engagement LGBT recruitment efforts LGBT supplier diversity program marketing or advertising to LGBT consumers philanthropic support of an LGBT organization publicly support LGBT equality under the law (local, state or federal)
  • 16. resources report: best practices in transgender-inclusive insurance Workplace Project staff Business Council Members www.hrc.org/newcei www.hrc.org/transbenefits