The document outlines the timeline and criteria for the 2012 Corporate Equality Index (CEI) survey. Key changes for 2012 include requiring equal benefits for partners, transgender-inclusive health insurance, and diversity training metrics. The survey will be mailed in June 2011 and due in September 2011, with ratings released in November 2011. The CEI evaluates and rates companies on LGBT-related policies and practices.

1. Corporate
Equality Index
2012
Human Rights Campaign Foundation
June 2011

2. Goal:
equal protections,
benefits and climate for
LGBT workers

3. it’s 2011
and it’s still legal to fire people
because of their
gender identity in
36 states
because of their
sexual orientation in
29 states

4. CEI 2011 - 337 at 100%
• Includes 144 Fortune 500’s
• Includes 97 law firms 337
305
• Total 616 rated businesses 260
195
138
101
56
26
13
2002 2003 2004 2005 2006 2008 2009 2010 2011
4

5. Equality is Good for Business
www.hrc.org/buyersguide
www.hrc.org/placestowork

6. Input...
LGBT LGBT Workers
Workplace / Community
Advocates Members
Workplace
Participating
Diversity
Businesses
Leaders
Federal and CEI HRC Business
Council &
State Laws
Criteria Staff

7. 2012 Criteria
changes announced in
2009, effective this year

8. 2012 CEI
 non-discrimination policy
Criteria–  sexual orientation
 gender identity
 employment benefits
 equal partner/spousal benefits
 transgender-inclusive insurance
 organizational competency
CEI  diversity/competency training and
metrics
2012 

employee network group
engagement or diversity metrics
 external engagement
 responsible citizenship
effective June 2011 (for the
2012 CEI Survey and Report)

9. 2012 CEI
 all benefits provided
Criteria– equally
(i.e., benefits offered to spouses also
 equal offered to partners, including FMLA,
adoption assistance benefits)
partner/
spousal  partner benefits
benefits recognize state-registered
same-sex domestic
partners, civil union
partners and spouses in
states that recognize
them
(i.e., don’t require additional
documentation such as an affidavit)

10. 2012 CEI
 removes transgender
Criteria– exclusions
 explicitly references WPATH
 transgender- Standards of Care for
inclusive medically necessary
insurance treatment
 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

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 Co’s Inc. Sun Microsystems Inc.
Ford Motor Co. Sutherland Asbill & Brennan
Cardinal Health Inc. McGraw-Hill Co’s 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. 2012 CEI  Aetna
 BCBS
Criteria–  Cigna
Insurance  Harvard Pilgrim
carriers/  HealthNet
 Health Partners
administrators
 Humana
that offer at  Medica
least basic  Kaiser Permanente
coverage  United Health
 Wellpoint
 Finding Insurance for Transition-
Related Care:
http://www.hrc.org/issues/workpl
ace/benefits/15534.htm

14. 2012 CEI
Criteria–  new benefits must be
available to employees by
 equal open enrollment 2012
partner/  plans typically negotiated
spousal once each year at most
benefits  major changes must be
 transgender- determined well in
inclusive advance of negotiations
insurance  benefits changes must be
announced to employees
by Sept. 2011

15. 2012 CEI
 at least three:
Criteria–  new hire training
 supervisor training
 firm-wide  leadership training
 gender transition guidelines
diversity and
 senior management performance
competency measures LGBT diversity
training and  anonymous surveys of all employees
collect gender identity/sexual
metrics orientation data
 employee records collect gender
identity/sexual orientation data
www.hrc.org/LGBTselfid

16. 2012 CEI
 at least three:
Criteria–  LGBT recruitment efforts
 LGBT supplier diversity program
 firm-wide  marketing or advertising to LGBT
consumers
public  philanthropic support of an LGBT
engagement organization
 publicly support LGBT equality under
the law (local, state or federal)

17. 2012 CEI
Criteria–  policies must be in place
when 2012 survey is
 firm-wide submitted in September
LGBT  efforts occurred within the
competency last year/ since 2011
 public survey
engagement  opportunity to share
unique or best practices
with HRC

18. Timeline
& Survey
Features

19. Survey / Criteria Timeline
2010 CEI – 2.0 Criteria
• Feb. 2009 New Criteria announced
• March 2009 survey mailed w/ new criteria questions and guidance
• Sept. 2009 report with 2.0 ratings
2011 CEI – 2.0 Criteria
• April 2010 survey mailed w/ preliminary rating based on new criteria
• June 2010 survey due
• Oct. 2010 report with new criteria elements highlighted (85)
2012 CEI – New Criteria
• March 2011 extra time given for companies to prepare for new criteria
• June 2011 survey mailed new criteria applied
• Sept. 2, 2011 survey due
• Nov. 2011 report with 2012 ratings, new criteria
• Open enrollment 2012 benefits changes effective

30. CEI 2012 Timeline
Survey Invitations Mailed June 8
Survey Submission Deadline September 2
HRC Confirms Preliminary Rating October 2011
Rating Finalized October 2011
CEI 2011 Release November 2011
Buyers Guide Release November 2011
Best Places to Work Release January 2012
Best Places to Work 2011 Awards and
Award for Workplace Equality Innovation
Reception Spring 2012

31. Questions
detailed information about
the 2012 Criteria available:
www.hrc.org/NewCEI
resources available:
www.hrc.org/workplace
e-mail questions to:
cei@hrc.org