Corporate Equality Index Criteria 2015
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 and transgender 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 LGBT 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.
These pages explain the newest, third iteration of the criteria for the CEI as well as the resources the HRC Foundation currently provides or is developing to support participating businesses' efforts to meet the new criteria. The new criteria will go into effect for the Corporate Equality Index 2012 Survey and Report issued in calendar year 2011.
The CEI criteria apply to business operations throughout the United States, including wholly-owned subsidiaries. Most businesses are rated based on their responses to the CEI survey which must be accurate to the best of the employer's ability, requiring education and understanding by benefits, human resources, legal and other professionals. Supporting documentation is required for certain criteria, but only the first time an employer seeks credit for these criteria and not in subsequent surveys. However, HRC may request additional information or documentation at any time to clarify potential discrepancies with survey answers.
New Rating Criteria for the 2012 CEI
Equal employment opportunity policy includes:
- Sexual orientation (15)
- Gender identity or expression (15)
Employment benefits (35)
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.
Organizational LGBT competency (20)
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 LGBT
• Data collection forms that include employee race, ethnicity, gender, military and disability status — typically recorded as part of employee records — includeoptional questions on sexual orientation and gender identity
• Senior management/executive performance measures include LGBT diversity metrics
- Employee Group –OR– Diversity Council (10)
- Competency training, resources or accountability measures (10)
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)
• Supplier diversity program with demonstrated effort to include certified LGBT suppliers
• 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
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 (more info)
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.
Following the typical CEI schedule, the following timeline is expected to apply. With the exception of benefits deadlines, all dates are subject to modification:
- Mar. 31: CEI 2010 Survey released to participants (includes clearly marked questions that will count toward the current and/or the new criteria).
- Sep. 1: CEI 2010 Report released to public with current criteria and additional "screens" indicating which businesses have met portions of the new criteria (the first screen, introduced in the CEI 2009 Report, indicated which employers had made transgender-inclusive insurance available).
Mar. 31: CEI 2011 Survey released to participants (includes clearly marked questions that will count toward the current and/or the new criteria).
Point allocations for new criteria will be announced. Participants will receive preliminary rating evaluations under the current and new criteria upon survey submission.
- Oct. 4: CEI 2011 Report released to public with current criteria and additional "screens" indicating which businesses have met portions of the new criteria.
Week of June 6: CEI 2012 Survey released to participants (includes clearly marked questions that will count toward the new criteria only).
Participants will receive preliminary rating evaluations using new criteria only.
- Sep 2: CEI 2012 Survey must be submitted to HRC Foundation.
- Sep.: Participants must demonstrate that all new non-benefits criteria have been met and that all new benefits criteria will be met by open enrollment 2012. (Benefits must be announced to employees before report is released.)
- Final quarter of 2011: CEI 2012 Report released to public with new criteria only.
- All benefits changes must be effective by the 2012 enrollment period.
Frequently Asked Questions
About the Corporate Equality Index
- Why and how do the criteria change?
- What does a 100 percent rating mean?
- Is it free to participate? Is this a fundraising strategy for HRC?
About Transgender-Inclusive Health Insurance
- Is it expensive?
- What about reparative therapy?
- How are transgender-inclusive benefits included on the CEI?