Corporate Equality Index Criteria 2018

Filed under: Workplace

Updated on 11/09/2018

Launched in 2002, the HRC Foundation's Corporate Equality Index has become a roadmap and benchmarking tool for U.S. businesses in the evolving field of lesbian, gay, bisexual, transgender and queer equality in the workplace. The HRC Foundation is committed to keeping the criteria for the CEI rigorous, fair and transparent by identifying emerging best practices that improve the experiences of LGBTQ employees of participating businesses. Equally important, we are committed to providing the resources and consultation that enable each business to attain a 100 percent rating.

Rating Criteria for the 2018 CEI

  1. Equal employment opportunity (35) policy includes:
    1. Sexual orientation (15)
    2. Gender identity or expression (15)
    3. Contractor/supplier non-discrimination standards (5) (more info)
  2. Employment benefits (30)  

    To secure full credit for benefits criteria, each benefit must be available to all benefits-eligible U.S. employees. In areas where more than one health insurance plan is available, at least one inclusive plan must be available.

    1. Equivalent spousal and partner medical benefits (10) 
    2. Includes parity between employees with different-sex spouses and same-sex partners or spouses in the provision of the following benefits: COBRA; dental; vision; legal dependent coverage; bereavement leave; employer-provided supplemental life insurance for a partner; relocation/travel assistance; adoption assistance; qualified joint and survivor annuity for partners; qualified pre-retirement survivor annuity for partners; retiree healthcare benefits; and employee discounts (10)
    3. Equal health coverage for transgender individuals without exclusion for medically necessary care (10) (more info)
  3. Organizational LGBTQ competency (20)
    1. Competency training, resources or accountability measures (10)
      Businesses must demonstrate a firm-wide, sustained and accountable commitment to diversity and cultural competency, including at least three of the following elements:
      • New hire training clearly states that the nondiscrimination policy includes gender identity and sexual orientation and provides definitions or scenarios illustrating the policy for each
      • 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 LGBTQ.
      • 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 LGBTQ diversity metrics
    2. Employee Group –OR– Diversity Council (10)
  4. Public Engagement (15)
    1. Philanthropic Giving Guidelines (5)
      • Implement internal requirements prohibiting philanthropic giving to non-religious organizations that have a written policy of discrimination on the basis of sexual orientation and/ or gender identity and/ or have a policy explicitly permitting its own chapters, affiliates, etc. to discriminate
    2. LGBTQ-specific Efforts (10)
      Businesses must demonstrate ongoing LGBTQ-specific engagement that extends across the firm, including at least three of the following:
      • LGBTQ employee recruitment efforts with demonstrated reach of LGBTQ applicants (required documentation may include a short summary of the event or an estimation of the number of candidates reached)
      • Supplier diversity program with demonstrated effort to include certified LGBTQ suppliers
      • Marketing or advertising to LGBTQ consumers (e.g.: advertising with LGBTQ content, advertising in LGBTQ media or sponsoring LGBTQ organizations and events)
      • Philanthropic support of at least one LGBTQ organization or event (e.g.: financial, in kind or pro bono support)
      • Demonstrated public support for LGBTQ equality under the law through local, state or federal legislation or initiatives 
  5. Responsible citizenship (-25)
    Employers will have 25 points deducted from their score for a large-scale official or public anti-LGBTQ 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 LGBTQ employees; directing corporate charitable contributions to organizations whose primary mission includes advocacy against LGBTQ equality; opposing shareholder resolutions reasonably aimed at encouraging the adoption of inclusive workplace policies; revoking inclusive LGBTQ policies or practices; or engaging in proven practices that are contrary to the business’s written LGBTQ employment policies.

Point Allocations

Businesses are rated on a scale from 0 to 100, with a certain number of points awarded for meeting each criterion. The HRC Foundation will continue to award partial credit to employers that have satisfied a portion of certain criterion.

Key Dates

Following the typical CEI schedule, the following timeline is expected to apply. With the exception of benefits deadlines, all dates are subject to modification:

2017

  • May: 2017 CEI Survey released to participants (includes clearly marked questions that will count toward the 2016 CEI score).
  • August 8: Deadline for 2017 CEI survey submissions
  • September/Early October: 2017 CEI scores finalized
  • Mid-November: 2017 CEI Report released to the public
  • Late-November: 2017 Buying for Workplace Equality Guide and iPhone App released to the public

2018

  • All benefits changes must be effective by the 2018 enrollment period for credit in the 2018 CEI report.

Frequently Asked Questions

About the Corporate Equality Index
About Transgender-Inclusive Health Insurance
About Domestic Partner Benefits