The Domestic Partnership Organizing Manual for employee benefits by Sally Kohn THE POLICY INSTITUTE OF THE NATIONAL GAY AND LESBIAN TASK FORCE Policy Institute CONTENTS Introduction ..............................................................................................i Orientation to the Manual .........................................................................1 How Domestic Partnership Is Defined .......................................................2 Suggested Policy.........................................................................6 Who Supports Domestic Partnership ........................................................7 Arguing the Case for Domestic Partnership Benefits ..................................9 Special Issues ........................................................................................15 Insurance Coverage ..................................................................15 Benefits Taxation .......................................................................15 Organizing for Domestic Partnership Benefits .........................................17 Once You Win: Sustaining Change ..........................................................26 Endnotes ................................................................................................28 Appendix ................................................................................................31 Resource Groups and Contact Information .................................32 Sector by Sector Policies ..........................................................39 Public Sector Benefits ......................................................40 Private Sector Benefits .....................................................49 College and University Benefits ......................................103 List of Employers with Domestic Partnership Benefits ..............120 Sample Proposal for Domestic Partnership Benefits .................131 Sample Employee Information Sheet .......................................133 Key Court Cases Affecting the Rights of Domestic Partners ......137 INTRODUCTION he traditionally defined nuclear family, consisting of a married, heterosexual couple with children under the age of 18, is no longer the norm for United States families. According to the 1990 US Census, 75% of families now fall outside of those boundaries. 1 In that year unmarried couples comprised approximately 4.5 million families, and one-third of these unmarried couples were of the same-sex. This growth in unmarried couples represents a 400% increase since 1970, and reflects the rapidly changing family unit. T Unfortunately, there are many institutions that are not keeping pace with these changes. While adequate universal health care continues to be inaccessible to countless Americans, health care benefits systems have also long failed to recognize the unmarried partners of legions of American workers. Domestic partnership (DP) benefits are one way to inOne in ten employers offer crease access to health care while recognizing the diversity of families domestic partnership and treating them with equality and fairness. benefits. This manual is The movement for domestic partnership benefits is rooted in the designed to help persuade democratic notion of equal pay for equal work. With benefits comthe other 90%. prising approximately 40% of a worker’s compensation,2 employees who can obtain benefits for their spouses are, in effect, paid higher than employees in relationships which are not legally recognized. To avoid this contradiction and to attract and retain qualified employees in a competitive market, many companies extend health care and other benefits to the domestic partners of employees. Domestic partnership benefits, then, are a means of working toward greater economic justice in the workplace. And while over 1000 companies have equal opportunity statements that bar discrimination based on sexual orientation, 3 many companies that do grant additional benefits to heterosexual, married employees do not accord those same benefits to same-sex couples. This too must change if our nation’s workforce is to remain competitive and equitable. Fortunately for many companies and workers, GLBT employee associations, unions, fair-minded corporate CEOs and managers are changing workplace policies to reflect the changing realities of U.S. families. Recognition of domestic partnership is increasingly being shown to be a positive step for businesses, governments and nonprofit employers. A 1996 study by the Society of Human Resource Managers found that one in ten employers offered domestic partnership benefits. 4 This manual is designed to help persuade the other 90%. Urvashi Vaid, Director The Policy Institute of the National Gay and Lesbian Task Force The NGLTF Domestic Partnership Organizing Manual i ORIENTATION TO THE MANUAL his manual is designed as a resource for those interested in pursuing inclusive benefits policies in an employment setting, including corporations, colleges and universities, government bodies, and other organizations. It is designed to help you understand domestic partnership benefits and construct persuasive strategies for implementation, from starting an employee group to drafting a business case. While this manual focuses on policy changes rather than enacting these benefits through legal or legislative channels, all methods for implementation are addressed. Still, the models presented in this manual are commonly corporate, as this is the arena in which the most rapid change is occurring. T Each employer must decide what constitutes a “domestic partnership,” but, in general, a domestic partnership is an ongoing, committed relationship between two adults of the same or opposite sex who are not otherwise legally married. By all accounts, enacting domestic partnership policies is a simThese rights are about ple yet meaningful way for companies to acknowledge their diversity fairness in the workplace and set high standards for the fair treatment of all employees. Reacfor everyone. tions to domestic partnership benefit plans are predominantly positive, with few adverse effects. Employee enrollment in these plans is generally low (between 0.5% and 3%) and costs are minimal. While domestic partnership, or DP, benefits have historically been the organizing domain of gay, lesbian, bisexual, and transgender (GLBT) activists, efforts to secure DP benefits should be seen as the province of unmarried heterosexual couples and non-romantic domestic partners as well. These rights are about fairness in the workplace for everyone. Despite the many obvious advantages for enacting DP benefits policies, companies do not generally instigate action on their own. Rather, employees must usually organize to effectively persuade management to make change. Non-workplace benefits are, however, possible through some government DP policies. For example, in the Village of Sherwood Hills, Wisconsin, registered domestic partners who are residents of the Village qualify for family discounts at the public pool. The City of New York’s DP policy requires that, among other things, city policies referring to “spouses” must also include domestic partners. Several cities grant additional benefits to registered partners, such as hospital and prison visitation rights. While such policies are important, they are generally less substantive than health care and other costly benefits which can be provided through the workplace. Here again, though, the strategies and ideas presented in this manual are applicable to nonworkplace DP organizing. In many regards, the workplace is the leading edge of change for the GLBT community. Company CEOs and executives can often wield even more power than state and local officials in creating significant changes that affect their employees’ lives. They can enact new policies with the approval of a few board members rather than thousands or even millions of voters. Moreover, the policies they create have a profound influence on us, since we spend a large part of our lives at work. Through the enactment of DP benefits, employers send the message that all employees, including GLBT workers, are valued and accepted as equal, which paves the way for more employees to come out of the closet and fully contribute to their work and their community. DP benefits are not the final step in the GLBT quest for equality, but they are integral to its achievement. Equal protection for our relationships, whether through marriage or DP benefits, is a key goal for millions of GLBT people. The NGLTF Domestic Partnership Organizing Manual 1 HOW DOMESTIC PA RT N E R S H I P IS DEFINED Just as the term “family” can be described in a variety of ways, the construct “domestic partner” does not adhere to one, universal definition. Instead, each company, university, state or local government must choose how to define the concept in their benefits administration. While it may seem like a lot to tackle, DP benefits plans are actually rather simple to design and implement. The information in this section is designed to assist employee organizers, managers and human resource specialists in establishing DP benefits. DP or Not DP... While “domestic partnership” is the most common term, companies have demonstrated some creativity in generating substitute terminology, including: Life partner Spousal equivalent Functional marriage equivalent Alternative family Family type unit Yet terms are less important then the meanings behind them. What matters most is that the domestic partnership be defined in a fair and inclusive manner so that the term becomes synonymous with fully valuing family diversity. Core Definition In general, “domestic partnership” has been defined as an ongoing relationship between two adults of the same–or opposite–sex who are: (a) sharing a residence, (b) over the age of 18, (c) emotionally interdependent, (d) and intend to reside together indefinitely. Beyond this basic framework, however, employers have defined DP in a number of ways to determine which members of an employee’s family will qualify to receive benefits. Who Will Be Included SAME- AND OPPOSITE-SEX POLICIES Ideally, employers include unmarried, opposite-sex partners as well as samesex partners in their DP benefits policies. The goal of DP benefits is to allow the concept of family to include a diversity of relationships, including those that are not formally recognized through marriage. Many heterosexuals have strong personal, political, philosophical, economic, or religious reasons for not pursuing legal marriage. A benefits policy which includes unmarried, heterosexual couples acknowledges these personal choices and expands the definition of “domestic partnership” to better recognize the true diversity of families. The NGLTF Domestic Partnership Organizing Manual 2 SAME-SEX ONLY POLICIES Many employers choose to extend benefits only to the same-sex domestic partners of employees, excluding unmarried, opposite-sex couples. Their rationale for doing so is that heterosexual employees have the FYI... option of marriage, whereas GLBT employees do not have the same The State Labor Commissioner legal ability. This logic is flawed in that it discriminates against em- of California ruled that the ployees on the basis of marital status, and several same-sex-only poli- Oakland, CA, same-sex-only cies have been legally challenged based on this argument. For benefits policy discriminates example, Bell Atlantic is currently being sued by a heterosexual do- against heterosexuals in violation mestic partner who is denied benefits by the company’s same-sex- of the labor code.5 Similarly, only policy. Whether or not the courts deem such policies to be the University of California discriminatory in the legal sense, same-sex only policies are clearly same-sex DP benefits policy exclusionary. Today, more and more employers are opting for a has been criticized as highly broader definition of “domestic partnership” that includes oppositediscriminatory.6 sex and same-sex partnerships. ALL-INCLUSIVE POLICIES A select number of employers have chosen to allow more flexibility in the definition of DP. Most notably, BankAmerica allows employees to designate any member of their household as a recipient of their health benefits, whether the person be a married spouse, unmarried domestic partner or relative, such as a sibling or parent.7 While few employers have adopted this type of policy, it is by far the most ideal, allowing for a wide variety of family reFYI... lationships, intimate or otherwise, which exist and granting workers The San Francisco-based Catholic the security they need to meet their family obligations. Still, this policy option often requires that the non-DP or non-spouse beneficiary be a dependent of the employee under IRS regulations (i.e., received more than 50% of financial support from the employee). Ideally, companies would allow employees to designate any one member of their household (and their dependent children) to receive benefits, regardless of their dependent status. DOMESTIC PARTNERS’ CHILDREN Charities allows an employee to “designate a legally domiciled member of the employee’s household as being eligible for spousal equivalent benefits.”8 Catholic Charities adopted their more-inclusive policy as a means of offering domestic partnership benefits without acknowledging intimate same-sex or unmarried opposite-sex relationships in specific. Whether adopting a same-sex or same- and opposite-sex definition of DP, employers must decide if they will include the dependent children of domestic partners in their coverage. Since traditional benefits policies include the dependent children of an employee’s spouse, even if the employee is not the natural or adoptive parent of the children, it is most equitable for benefits to be extended to the dependent children of domestic partners as well. AFFIDAVITS Some employers ask employees to sign an affidavit verifying the existence of the domestic partnership and attesting to certain conditions (e.g., financial interdependence, sharing a common residence). In the context of these affidavits, employers often require that employees provide additional documents Verifying the Domestic Partnership The NGLTF Domestic Partnership Organizing Manual 3 to back up the assertions in the affidavit such as proof of a joint checking account to ensure financial interdependence. While we understand the importance of verification, we note that this is a highly inequitable process, as married employees are rarely asked to show their marriage certificate. Also, many partners or families, although residing together in a committed fashion, maintain separateness in terms of personal finances and property ownership. Generally, in considering what is required to prove domestic partnership, an employer should consider what it requires of married couples and try to be as equitable as possible in defining An employer should DP. It is discriminatory to require domestic partners to jump through hoops that married couples are exempt from. consider what it requires of married couples and try to be as equitable as possible in defining domestic partnership. IBM has devised one practical solution for their DP policy: “You do not have to submit the signed, notarized affidavit to IBM to enroll a domestic partner for benefit coverage. However, you must keep the affidavit in a safe place, as the administrators of the IBM benefit plans may, in their discretion, require submission of the affidavit of domestic partnership at some future time in determining the eligibility for plan coverage or in deciding whether or not to pay/provide benefits. For example, IBM may request that the signed, notarized affidavit be made available for retirement benefits, death benefits, and so on, just as we may request that a marriage certificate to prove the eligibility of a spouse.”9 Ho ll ywood Supports, an organization that lobbies for DP benefits plans in the entertainment industry, has proposed another equitable alternative, by drafting an affidavit which asks that all employees declare their marriage, common law marriage, or spousal equivalent relationship. While the Hollywood Supports model requires domestic partners to provide proof of financial interdependence and mutual residence, it also requires that an employee registering a spouse for benefits provide a marriage certificate. Hence, their policy model is very equitable.10 Employers are often concerned that employees will drive up health care costs by falsifying a partnership in order to obtain health care for a sick friend. Hence, many employers require that the DP exist for some length of time — usually six months — and require some proof of the relationship before the partner can receive benefits. Yet this also sets a higher hurdle for domestic partners than for married couples: Under most benefit policies, an employee can marry a sick friend and, one day later, cover him/her under the company health plan. In either situation, it is unlikely that an employee would try to obtain benefits for an ailing acquaintance as many health insurance programs have complex guidelines for covering pre-existing conditions. Moreover, to date, there have been no reports of fraud involving DP registration. Yet if the employer feels the need to create waiting periods, it is most equitable for the same waiting periods to be imposed on married employees’ relationships. If an affidavit is used, employees should be aware that such affidavits may result in unintended legal consequences—such as support payment or assertion of rights to community property—in the event of termination of the relationship. Employees should also note that signing an affidavit to designate a domestic partner to receive health benefits, for instance, does not necessarily mean that the domestic partner is automatically the recipient of life insurance or retirement plan funds. The NGLTF Domestic Partnership Organizing Manual 4 REGISTRIES Alternatively, some employers in jurisdictions with domestic partnership registries may require that employees register their domestic partnership officially in order to qualify for DP benefits. This is often the case for government employees in municipalities with DP registries, where the government may require that employees register their relationships with the city in order to claim DP benefits. Here too, though, inequities exist. Some companies require that employees with registered domestic partnerships provide proof of registration, although married couples do not have to provide their marriage certificates. Moreover, some employers ask for documentation of financial interdependence or mutual residence in addition to proof of DP registration. TERMINATION OF PARTNERSHIP FORMS Often, employers who require that partners complete affidavits to obtain benefits create complementary documents in the event of the termination of the partnership. The forms are generally uniform, requiring that the employee attest that he/she and his/her partner no longer meet the criteria of domestic partners. Genera ll y, the employee is expected to provide a copy of the completed termination to his/her domestic partner if the partner is still living. Workplace benefits can be broken down into two categories, often referred to as “soft” and “hard.” SOFT BENEFITS are lower cost, non-health benefits that may include, among other benefits: Types of Benefits Offered Bereavement and sick leave Adoption assistance Relocation benefits Child resource and referral services Access to employer recreational facilities Participation in employee assistance programs Inclusion in employee discount policies HARD BENEFITS are generally insurance benefits that may include: Medical benefits Dental and vision care Dependent life insurance Accidental death and dismemberment benefits Tuition assistance Long-term care Day care Flexible spending accounts It should be noted that, beyond this list, there are over 400 benefits in the public and private sector that are extended on the basis of marital status from which domestic partners are excluded.11 According to federal regulations, only dependent children and spouses can qualify for COBRA (Consolidated Omnibus Budget Reconciliation Act of The NGLTF Domestic Partnership Organizing Manual 5 1995 which provides for continuation of benefits). However, many employers choose to formulate COBRA-like policies to cover domestic partners and their dependent children upon termination of employment or the DP itself. It is most desirable to offer the full-range of benefits to domestic partners that are offered to employee spouses. Yet many employers offer only a few soft benefits to domestic partners, generally for cost-related reasons (for more on this, see the “Arguing the Case” section of this manual on page 9). Acquiring soft benefits is an important step toward full and equal treatment, but companies should carefully consider the repercussions and implications of ruling out the extension of comprehensive benefits. Wherever possible, employers should extend the same benefits to domestic partners as they extend to spouses. This is the most fair and equitable thing to do. Suggested Policy The best policy is the broadest and most equitable policy. That is, the ideal DP policy covers the widest range of family types while keeping definitions and registration requirements comparable to those imposed on married couples. If the employer wishes to request a signed affidavit from unmarried couples, then a marriage license or similar affidavit should be requested from married couples. If a spouse’s children are provided health insurance even if they are not legally related to the employee, then the domestic partners’ children should also be covered. And, to the fullest extent possible, whatever benefits are offered to spouses should be available to domestic partners. If the goal of DP benefits is truly equity, then the best policy is one which is as equitable as possible in all its dimensions. Moreover, an ideal DP policy covers a wide range of family types. If possible, an employer should offer benefits to same- and opposite-sex couples, both romantic and non-romantic, as well as partners’ children. By crafting an inclusive policy such as this, the employer allows the employee to define his or her own family and responds to that family’s needs. Moreover, an inclusive policy is more flexible and can adapt to employee family structures as they continue to change. The NGLTF Domestic Partnership Organizing Manual 6 WHO SUPPORTS DOMESTIC PA RT N E R S H I P Over 790 employers offer domestic partnership benefits, including approximately: Employers • 570 companies, foundations and nonprofit organization such as Microsoft; BankAmerica; The United Way; Fox Inc.; Intel; and the San Francisco Giants • 87 cities, counties and states such as Atlanta, GA; New York, NY; Pima County, AZ; the State of Oregon; and the State of Vermont • 141 universities and colleges such as Iowa State University; Harvard University; College of Charleston; and University of California According to From Rights to Wrongs: Public Opinion On Gays& Lesbian Americans Moves Toward Equality, a report written by Alan Yang for the Policy Institute of the National Gay and Lesbian Task Force in 1998, national surveys conducted by the Princeton Survey Research Associates (PSRA) indicate growing support for benefits for “gay spouses.” For instance, in 1997, 62% of PSRA respondents indicated support for gay partners receiving equal access to inheritance benefits. 12 Religious organizations belonging to a host of faith traditions have affirmed domestic partnership benefits by offering them to their members and/or employees.13 Organizations representing several faiths have extended these benefits, including: The Public Religious Groups Episcopalian (Episcopal Church of the United States) Unitarian Universalist (National Headquarters) Jewish (Union of American Hebrew Congregations) Quaker (American Friends Service Committee) Catholic (Archdiocese of San Francisco) In 1997, in support of a proposed DP bill in the State legislature, the California branch of the American Association of Retired Persons (AARP) and its legislative chair, Jack Philp, expressed the following views: Senior Citizen Organizations “This bill would aid, strengthen, protect, and promote committed family relationships by extending, to unmarried couples, a limited number of rights and privileges enjoyed by married couples...This is an issue of importance to the senior community due to the large number of senior citizens who gain companionship, security, and independence by living with a partner, but choose not to marry due to laws and regulations governing Social Security benefits, pensions, and family obligations.” People such as senior citizens who receive government benefits are subject to a cut in benefits upon marriage. Hence, many groups of people in this posi- The NGLTF Domestic Partnership Organizing Manual 7 tion support domestic partnership as a means of recognizing their relationships while keeping much needed benefits. Unions In 1991, the AFL-CIO (American Federation of Labor - Congress of Industrial Organizations) issued the following policy resolution on “Benefits for Changing Families”: Whereas, Employer provided health-care coverage, sick and family responsibility leaves, and bereavement leaves for spouses of employees are important elements of of any benefit package; and Whereas, Fewer than 30 percent of American families fit the traditional definition of family —two parents living with children; and Whereas, Eligibility for fringe benefits is often based upon a definition of family which fails to recognize changes in family composition in the United States, resulting in a lack of coverage for many individuals; and Whereas, These fringe benefits are, on average, equivalent to 40 percent of total compensation; and Whereas, The United States has not enacted legislation to create universal access to health insurance or family leave; and Whereas, Jurisdictions have begun to offer fringe benefits to unmarried employees and there partners; therefore, be it RESOLVED: That AFL-CIO will work as appropriate to insure that fringe benefits are extended to all persons living in a household as a family.29 Several other labor organizations offer DP benefits, such as: American Federation of State, County, and Municipal Employees Council 57, 67, 82, 829 International Alliance of Theatrical Stage Employees Local 16 International Brotherhood of Electrical Workers, Local 18 Oil, Chemical and Atomic Workers Union Professional Musicians Union Council #47 Teamsters Local 70 Women’s Groups The National Organization for Women and its president, Patricia Ireland, have endorsed DP legislation, and DP benefits are offered to the partners of NOW employees. In one letter regarding the issue of DP benefits, Ireland called for “employers to eliminate all discrimination in the workplace — including discrimination based on marital or family status.” The NGLTF Domestic Partnership Organizing Manual 8 ARGUING THE CASE FOR DOMESTIC PA RT N E R S H I P BENEFITS Many arguments have been advanced to support or derail the enactment of DP benefits. This section summarizes the primary rationales on both sides of the issue. Years of experience prove that the fears surrounding DP policy enactment are baseless—rooted more in prejudice than solid fact. IT IS A MATTER OF FAIRNESS Arguments For Domestic Partnership Over 1,00014 companies currently include sexual orientation in the list of protected categories in their non-discrimination policies. Increasingly, employers have realized that failing to provide equal benefits to employee’s partners, regardless of sexual orientation, violates the nature FYI... of these policies. Additionally, many employers have extended benefits to same- and opposite-sex partners of employees, in accordance “The Importance of Diversity” with policies barring discrimination based on marital status. In other words, with benefits comprising about 40% of the average em- Like many organizations, Schwab ployee’s compensation, an employee who does not receive benefits is a team of diverse individuals for his/her partner due to his/her marital status and/or sexual orien- working together to meet the needs of a varied and dynamic tation is at a significant disadvantage. Also, allowing employees to designate any member of their household family, including non-romantic domestic partners, contributes more to even greater fairness and equity in the workplace. Through this option, more employees have the opportunity to participate in benefits compensation programs and receive the added salary component to which coupled employees have access. IT MAKES COMPANIES MORE COMPETITIVE AND PRODUCTIVE In an increasingly competitive workplace, it is getting harder and harder for employers to find talented and qualified employees. Comprehensive benefits packages are highly enticing in the hiring process, and benefits packages that do not address the full range of our families exclude many qualified applicants. The issue also affects the rising population of women and young people in the workplace, who typically hold more progressive attitudes and value a workplace that appreciates diversity. The fair and open recognition of diversity in the workplace contributes to employee satisfaction and performance: an employee who is able to be open about his/her sexual orientation and family life will be more productive at work and better able to participate fully in team projects. Conversely, if a company does not offer DP benefits, current employees may be lured away by those employers who do. IT IS A MAINSTREAM BUSINESS PRACTICE Included in this manual’s “Appendix” page 120 is a listing of companies which currently offer benefits to the domestic partners of their employees. Within that list, there are some noticeable industry groupings. Entertainment and technology companies, financial and market. But we’re also different in a significant way: we believe that fostering the strengths of a diverse work force has distinct strategic business advantages. Diversity brings to Schwab: • Innovative Business Solutions: Employees from varied backgrounds offer different perspectives and innovative solutions. • A Competitive Advantage: Striving to employ a work force that reflects the diversity of the Company’s customer base offers many advantages, including a better ability to understand customers’ needs, giving Schwab a competitive edge in the marketplace. • Productivity: Striving to provide a work environment that enables diversity to flourish and encourages each employee to contribute his or her own form of creativity and innovation. Charles Schwab, Co. Diversity Literature The NGLTF Domestic Partnership Organizing Manual 9 legal firms, and hospitals lead the pack. They are also among the most successful industries in the country (accounting for over 30% of the gross domestic product).15 In 1997, KPMG Peat Marwick released a survey of 1,502 companies with 200 or more employees. The study found that 13% of respondents provide health benefits to non-traditional partners. Among companies with more than 5000 employees, the number jumped to one in four.16 Some companies are bold pioneers in all of their pursuits, including DP benefits. Others prefer to blend in with their competitors where workplace policies are concerned. As one strategy of making the process easier, Outfront in Minneapolis gathered human resources (HR) presidents from several companies in the Twin Cities area to learn about and discuss DP benefits. Eventually, when the companies decided to enact DP benefits policies, they did so as a group. FYI... In 1996, Lafayette College surveyed 23 of their comparison institutions (including Amherst, Oberlin and Vassar) and found that 95% offer domestic partnership benefits. In considering the extension of DP benefits, many HR executives and employee organizers often find it useful to network with other companies in their industry or geographical region to learn about their DP benefits plans. For instance, most colleges and universities have a set block of institutions—similar in size, location, or applicant population— to whom they compare themselves, and schools are often compelled to enact DP benefits policies upon learning that a majority of their comparison group has done so. Overall, the number of employers offering DP benefits is steadily increasing, and, in most cases, there is no fanfare involved. IT ATTRACTS CONSUMERS AND SUPPORT FOR THE COMPANY Increasingly, the GLBT community’s potential as a market has become apparent to corporate leaders. Mainstream gay magazines are filled with advertisements from major corporations, and many companies, including Bell Atlantic and Aetna, have retained consultants specializing in GLBT marketing. Yet consumers are savvy, and companies are too. Both parties realize that it is contradictory for a company to try and market to the GLBT community without demonstrating that the community is valued in the company’s workforce. These values are reflected in their benefits policies as well. Consumers are often faced with choices in purchasing products and services. GLBT consumers look more favorably on those companies that include DP benefits in their workplace policies and companies often use this to their advantage. A recent advertising campaign launched by Levi Strauss and Co.— one of the first companies to offer DP benefits—features a spread of GLBT activists and community members wearing Levi’s Dockers pants. The ad is being run in national GLBT magazines and is based on Levi’s experience that the GLBT market is highly loyal to their products. In other words, GLBT people are a product-loyal market that many companies would like to tap. Companies such as IBM, Microsoft, and American Express have recognized the value of the GLBT community for quite some time through their advertising and hiring campaigns. The NGLTF Domestic Partnership Organizing Manual 10 IT WILL COST TOO MUCH The most common reason cited by companies who do not implement DP benefits is the perception that to do so would be cost prohibitive. However, evidence compiled from employers who have made the change indicates these concerns are baseless. In the survey of 20 public sector policies presented in the “Appendix,” on page 40 only five governments reported t ra c ki ng DP benefits costs. Among these five, costs fell between 0.96 and 1.06 percent of total health care costs. This low cost stems from low participation: a 1993 report found that, on average, less than five percent of employees enroll for DP benefits, and, commonly, less than two percent enroll.17 Another report, published in 1992 by the Stanford University Subcommittee on Domestic Partners’ Benefits, argued that same- and opposite-sex DP enrollment ranges between 0.5 and 2.5 percent.18 Enrollment is low for three primary reasons. Arguments Used Against Domestic Partnership 1. Many GLBT employees fear that by coming out of the closet to enroll for DP benefits, they will face workplace discrimination. 2. While spousal benefits are tax exempt, DP benefits are considered taxable income according to the IRS, making employees less likely to opt for DP coverage because it increases tax liability. 3. Many domestic partners already obtain health care benefits from their own employers. Regardless of the low enrollment numbers, many employers fear that domestic partners will have more expensive health needs than married couples. Speci f i ca ll y, many employers unfairly associate FYI... same-sex partners, particularly gay men, with HIV/AIDS and pre“You don’t manage medical sume that their needs will adversely affect insurance costs. Yet this benefit costs by excluding a fear, rooted in prejudice, is baseless. For instance, the lifetime cost community of people.” of HIV treatment averages $119,000, which is equal to or less than the cost of cancer care or an organ transplant. A premature birth Russ Campanello, can cost $1,000,000.19 Despite rationales to the contrary, some HMOs and insurance providers add surcharges to the premium base when asked to include DP benefits in their coverage, usually ranging from 0.5 to 5.0% of the premium rate. However, in most cases, the surcharge is eventually reduced or eliminated based on experience. For example, Stanford University challenged their insurance carrier for levying a “rate load,” and the surcharge was ultimately dropped. Similarly, the City of Berkeley in California was levied a 2% loading charge by Kaiser Permanente when Berkeley first began offering DP benefits. The charge, to cover expected additional claims and costs, was eventually dropped after experience failed to justify it.20 Lotus Development Corporation.21 The final point to stress is that employers cannot exclude GLBT employees in order to reduce their health care costs. Employers don’t bar employees from getting married or having kids, both of which raise health plan costs. If a company cares about its employees and about the values of fairness and nondiscrimination, it should treat all employees equitably, no matter the pricetag. The NGLTF Domestic Partnership Organizing Manual 11 IT WILL LEAD TO FRAUD AND ADMINISTRATIVE PROBLEMS Sometimes, employers are concerned that DP benefits will be difficult to administer, but in reality there is little administrative difference between DP benefits and spousal benefits. The primary administrative factors involve informing the employee population when the DP benefits are adopted and providing enrollment information. Some policies may also require that an additional form be created and filed, but these added documents can be avoided by establishing a policy that does not require an affidavit or any proof of relationship. (Beyond these points, other administrative obstacles and related solutions are outlined in the “Special Issues” section of this manual on page 15.) Employers also worry that employees will falsify domestic partnerships in order to receive insurance for sick friends. Their fears are countered by the facts: 1. Gay and straight employees are no more likely to falsify domestic partnerships than they are marriages. In fact, to date, no cases of domestic partnership fraud have been reported. 2. Especially for GLBT employees, the serious consequence of coming out in the workplace tends to dissuade falsehood in order to claim DP benefits. 3. Affidavits, if required, are legal documents which carry consequences for falsehood. 4. Employees could just as easily marry a sick friend in order to obtain health coverage for him/her. However, given the complex guidelines for pre-existing conditions noted earlier, this too is highly unlikely. Hence, if an employer trusts its employees with the operations of the company, they should trust them in this regard as well. Creating a domestic partnership policy with minimal requirements in terms of documentation fosters a more trustworthy and equitable environment and alleviates most concerns about ongoing administrative details. IT WILL PROVOKE A BACKLASH Many companies refrain from enacting DP policies because they fear backlash from customers and/or employees. While public and employee reaction is a factor managers must consider, experience shows the positive reactions to DP benefits far outweigh the negative. According to the National Lesbian and Gay Journalists Association (NLGJA), executives at Time Warner were so pleased by the positive publicity they received after covering domestic partners that they considered DP benefits to have been a “smart business move.”22 Occasionally, boycotts are threatened, but they rarely have lasting results. After the Walt Disney Company adopted DP benefits in 1996, the Southern Baptist Convention announced a boycott of Disney for deviating from traditional family values. However, the boycott failed; 70% of Americans rejected the idea flat out.23 Even fewer actually participated. Generally, employees react most negatively to same-sex only DP benefits, charging that the policy excludes unmarried heterosexual couples. Of course, The NGLTF Domestic Partnership Organizing Manual 12 employers are easily buffered from this charge by adopting a broad definition of DP in their benefits policy. Occasionally there is still an uproar; an executive from one company noted that when their DP benefits policy was passed, they received 16,000 pieces of mail, half good, half bad. “People threatened to stop buying our products, and some people quit. But FYI... those who quit obviously didn’t support any aspect of the diversity A few employees have cited that we have always tried to promote.” It is also important to note that, though a company may lose consumers by enacting DP benefits, they may also gain consumers as well. In most cases, though, DP benefits are enacted and any negative response from the public is minimal. IT IS MORALLY WRONG instances where they approached management and asked, “Why doesn’t the company offer domestic partnership benefits?” and the managers simply shook their heads, said “I don’t know,” and the next day, changed the policy. It’s not usually that simple, but often the most obvious things can be overlooked. A number of employers deny DP benefits since they do not want to be viewed as endorsing choices they find morally wrong, whether same-sex relationships or unmarried cohabitating heterosexual relationships. One top-level manager with these views can single-handedly prevent DP benefits from being enacted. However, these employers should be reminded that a full diversity of ideas and values, including their own, can be allowed in the workplace. Also, it is important to note that DP benefits are not “special” rights. After all, heterosexual spouses already receive the same benefits. Rather, DP benefits are a means to equality for all members of the workplace. MARRIAGE REMOVES THE NEED FOR DOMESTIC PARTNERSHIP Many employers think that the possibility of legalizing same sex marriage precludes the need for DP benefits policies. This argument is flawed in three regards: 1. Gay marriage is not yet legal, and significant obstacles to its recognition exist. In 1996, Congress passed and the President signed the Defense of Marriage Act (DOMA), which among other things defines marriage to be between a man and woman only for the purposes of Federal law. Subsequently, 30 states have passed laws banning same-sex marriage 24. Hence, even if same-sex marriage become legal in a few states, same-sex relationships will by no means be universally recognized nor equated with heterosexual marriages in the eyes of the law for years to come. 2. Even if same-sex marriage were to become legal in some locations, not all same-sex couples would wish to marry, just as not all heterosexual couples opt to marry. Many individuals have moral, religious, political or otherwise personal objections to the institution of marriage and prefer define their intimate relationships outside of the marital framework. 3. There are still many partnerships of a familial yet non-romantic nature that deserve to and can benefit from DP policies. The NGLTF Domestic Partnership Organizing Manual 13 WE HAVE NO GAY PEOPLE HERE Simple as it may sound, many employers don’t offer DP benefits because they don’t think they need to. Many employers fail to recognize that there are GLBT people in their workplace, a problem helped in no small measure by the vastness of the corporate closet. Other companies look into DP benefits but wait for employees to request them before they consider changing policy. One manager said, “I don’t foresee DP benefits happening right now because no one has really even started talking about it. I think once employees start to request it, then we will take a look at it.” 25 In other words, sometimes employers just need to be asked. The NGLTF Domestic Partnership Organizing Manual 14 SPECIAL ISSUES Even after employers decide to offer full DP benefits, they are often faced with additional obstacles when administering the benefits. Soft benefits are easily extended to domestic partners since the regulation of sick leave and the use of employer facilities fall completely under the purview of the employer. Insurance Coverage Hard benefits, however, require employers to closely examine their benefits administration as well as the process whereby it can be changed. Larger companies with self-funded insurance plans can fairly easily add recipients however they choose. Employers that are not self-funded generally contract their policies through insurance providers and must negotiate the specific addition of DP coverage with the insurance company. This listing presents those insurance companies which have, in some instances in certain regions of the country, included domestic partners in their policies. Even if not listed, your insurance provider may be willing to include domestic partners in their coverage if persuaded or asked to do so: AETNA Blue Cross / Blue Shield Consumers United Harvard Community Health Plan Mass Mutual PacifiCare U.S. Healthcare Ameritas CIGNA Great West Kaiser Permanente NY Life Prudential Vision Service Plan In certain regions of the country, state regulations limit the extent or circumstances under which employers can provide DP coverage. These regulations generally apply to certain types of coverage (i.e., small group coverage, for under 50 people) or types of policy (i.e., HMOs may be excluded). These regulations are most stringent in Georgia and Virginia, where the state has prohibited any insurance provider within the regions from covering domestic partners. Virginia employers have the option of contracting with out-of-state providers; Georgia employers do not. Information on insurance regulations in these states and others can be obtained by contacting the state insurance commission. Rarely are these regulations written in stone, however. They are subject to change through reinterpretations of existing code language to allow for the inclusion of domestic partners (rather than implying their exclusion). This is yet another realm in which citizen activism can bring about change. In situations where the insurance provider does not cover DP benefits, employers may provide employees with funds to cover the cost of individual insurance policies for domestic partners and their children. In still other, less desirable situations, companies allow partners to join a group plan but ask the employee to make the copayment. A significant tax burden exists on employees who participate in DP benefits plans. For the most part, health care and other benefits extended to the spouse and/or children of an employee are exempt from taxes. However, the same contributions made to any other individual — including registered domestic Benefits Taxation The NGLTF Domestic Partnership Organizing Manual 15 partners and dependents of domestic partners — are not exempt from taxes, unless those receiving benefits meet the definition of “dependent” under the Internal Revenue Code (IRC). IRC Section 152 defines a “dependent” as one who: a) receives half of his/her support from the taxpayer and b) is a member of the taxpayer’s residence, which is the dependent’s principle place of residence. All benefits extended to a taxpayer’s non-dependent, non-spousal family members are, therefore, taxable. While the policy regarding the taxability of domestic partnership benefits is not explicitly stated in the IRC, several private letter rulings from the Internal Revenue Service (IRS) have affirmed this interpretation of the code (see PLR 971708, PLR 9603011, PLR 9431017, PLR 9231062, PLR 9109060, PLR 9034048). In order to compute the income attributable to domestic partner coverage, the organization Hollywood Supports suggests the following formula (in a twotier benefits structure): I=F–S–C where I = imputed income to employee with respect to nondependent(s) coverage. F = applicable COBRA rate (less 2% administrative fee) or premium or premium equivalent for family coverage S = applicable COBRA rate (less 2% administrative fee) or premium or premium equivalent for single coverage C = additional after-tax contribution to cover nondependent(s) This formula suggests that the standard cost for single co verage be subtracted from the cost for domestic partner-inclusive family coverage. The employer contribution for single coverage should also be subtracted, resulting in a final total of imputed income. This formula could easily be modified for a three (or more) tier structure, although specific types of benefits policies, such as c afeteria plans or pension plans, may have altogether different tax ramifications. FYI... To obtain copies of these private letter rulings and/or applicable sections of the Internal Revenue Code, contact the American Institute of Certified Public Accountants (AICPA): Main Office 1211 Avenue of the Americas New York, NY 10036 Tel. 212/596-6200 Fax 212/596-6213 Website: http://www.aicpa.org/ Employees should contact a tax professional to fully understand the financial implications of electing DP coverage. In extending DP benefits, employers may wish to create an informational sheet that explains how DP benefits taxation will apply to the company’s specific benefits option(s). Because of these tax laws, DP benefits are still unequal to spousal benefits since they cost the employee more. Here too, though, the employer can advance the cause of fairness by “grossing up” the benefits compensation to cover the amount taxed. While this option makes DP benefits more costly, it also makes the benefits more accessible to employees. The National Gay and Lesbian Task Force is not authorized to issue tax or legal advice. This summary of information is intended as an informational primer only. Please consult an accountant and/or attorney for additional information. The NGLTF Domestic Partnership Organizing Manual 16 ORGANIZING FOR DOMESTIC PA RT N E R S H I P BENEFITS n 1982, The Village Voice newspaper became the first company to offer DP benefits. The Cities of Berkeley and West Hollywood in California extended domestic partnership benefits in 1985. Currently, more than 790 employers offer benefits to domestic partners of employees. Rarely have employers decided to offer these benefits on their own. More often, employees in organized groups approach management and/or HR with a formulated strategy and proposal. In some cases, DP policies are quickly adopted. In other situations, a concerted, long-term lobbying effort is required by an employee network. I It is important to assess your particular situation before proceeding to organize for DP benefits. You should find out how things get done at your company and what role employees are best equipped to play. You must decide whether your cause will be best served through quiet conversations with management versus a highly publicized challenge to the company—after all, many companies find it easier to pass DP benefits if no one knows they are doing it. Another factor to consider is that some employers do not allow companyfunded groups to be openly critical of the company. Even if you can go public with your cause, you may severely handicap your chances from the outset. In considering your situation, it will become evident when you should approach management and how forceful your request should be. Talk with other employee organizations in your company to find out what strategies and avenues they took to get their concerns addressed, and talk with GLBT organizations at companies with DP benefits to get their suggestions as well. A listing of GLBT employee organizations is provided in the “Appendix” on page 34. This section offers a rough guideline for how to proceed, but it is an outline that should be altered as needed to fit your particular circumstances. Please note that in this section the term “company” is used for the purpose of brevity, although it refers to government, corporate, and university employers. Researcher Nicole Raeburn’s study on GLBT organizing in Fortune 1000 companies indicates that GLBT employee networks play a crucial role in securing DP benefits.26 Before starting to work on specific issues in the workplace, it is important to form an employee organization to identify needs, operate with common cause, and link employees who are interested in working for change. Even if it is not possible to form an official group of GLBT employees, it is valuable create an informal, unofficial group from which the organizing efforts can be launched. When starting an employee group, be sure to seek advice and help from other such groups in your company. Forming a GLBT Employee Group The organizing efforts of your employee group will in large part be determined by the climate at your company. Initial efforts might consist of getting the company simply to recognize that there are GLBT people in the workplace. Visibility within the company should be a primary goal for your group, as your company won’t pass GLBT-friendly policies if they don’t think that GLBT employees exist. The NGLTF Domestic Partnership Organizing Manual 17 Once formed, a GLBT employee group can be a useful vehicle for creating change within the workplace, so, although it may be a difficult task at times, don’t give up. Many employees may feel that taking on an organizing project within their company is somehow unprofessional. They are not used to having to advocate on their own behalf. It is important to overcome these issues in order to have DP organizing move forward. First Thing First... Before attempting to get DP benefits from your employer, it is imperative that the company’s non-discrimination policy include sexual orientation. This is for two reasons: 1. A common rationale for establishing DP benefits is that the failure to do so is contradictory to a non-discrimination clause that includes sexual orientation (and/or marital status). Hence, a sexual orientation nondiscrimination clause is an important tool in trying to get DP benefits. 2. Also, without a sexual orientation non-discrimination clause, GLBT employees will be reluctant to come out in support of DP benefits for fear that they will be fired or otherwise discriminated against. It is, however, important to note that, in some areas, there are local or state ordinances which prohibit discrimination on the basis of sexual orientation.28 In these situations, companies may feel that they do not need to take the additional step. But it is critical that the enforcement of these laws start within the company and not with an external, legislative body; this makes redress a simpler, internal process rather than a public matter and a bureaucratic nightmare. Inclusion in a company’s employment equal opportunity (EEO) policies also implies inclusion in any of its diversity programs, which provide many opportunities for educational work and involvement in policy-making decisions. Lastly, such policies establish that discrimination in the company is not acceptable, which is key to creating a workplace environment in which all employees are treated fairly and equally. Do Your Homework COMPARISON COMPANIES Talk to GLBT employee organizations and/or human resource representatives from companies in your industry and geographical region that offer DP benefits. Ask for copies of their policies, affidavits, and any other relatFYI... ed documents to help you decide what your company’s policy could look like. You may wish to pick one existing policy to hold up for your “Once a company says no, we company to model. Or, if no such ideal policy exists—which is generalwon’t discriminate, then you ly the case —you can argue that enacting a more progressive and incluhave to say, my goodness, here sive policy would give your company an edge over regional and we have some interesting industry competitors. Still, most companies want to feel that they are discrimination in benefits. If not the first ones when it comes to enacting DP benefits; they want to they agree on the first point, feel that they are part of a crowd, even if set apart within it. then they absolutely have to look at the second.” Demain, Co-editor of Partners Magazine 27 Also, you may wish to collect enrollment and cost figures and, if possible, general statements on the effect of passing DP benefits policies on business and the workplace. Management may be interested in this information when considering DP policies. The NGLTF Domestic Partnership Organizing Manual 18 CURRENT POLICY Look at your employer’s current benefits plan and make a list of those spousal benefits which could be extended to domestic partners as well. Devise suggestions for how your company’s policy could be changed to include domestic partners. It may be enough for your company to simply state that the term “spouse,” where used in benefits policies, includes domestic partners. You should develop a list of suggestions for how your company could amend its policy to include a broader range of families. PROCESS Investigate who in your company is responsible for making changes to the benefits policy and which parties must approve changes. Also consider who has the ability to say “no” and thereby put an end to the entire process. For example, some individuals (CEOs or company presidents, for instance) can hold staunchly conservative attitudes which prevent any change whatsoever. Yet they may still be superseded by a board of directors or at least heavily influenced by vice presidents or other upper-level managers. It is useful to know these chains of command, both along formal and informal lines, to learn who can influence whom in your organizing process. STRATEGY In talking with other employee groups in and outside of your company, find out which strategies have worked to get DP benefits or similar employee-initiated diversity policies. Consider how their organizing experiences might fit with your goals. Were they vocal? Quiet and behind the scenes? Forceful? How did they educate management on the issues involved? How much opposition did they encounter and how did they deal with it? Reviewing the strategies of others will help you determine how to best formulate your own strategy for getting DP benefits. The above points must be considered as part of formulating a comprehensive organizing plan for DP benefits. The information you gather from other companies with DP benefits should be merged with the contents of this manual to formulate a DP benefits proposal or business case. Issues of process and strategy will factor into the overall tone of your proposal, how you phrase your arguments, and how you pose suggestions for change. Write a Proposal The best advice for drafting a proposal is to make it personal. A generic proposal isn’t as compelling as one that portrays DP benefits in the context of real employees whose needs are unmet. Your company will only be convinced by a proposal that is tailored to their interests and concerns. In composing your proposal, consider the six following questions: Who..........at our company would benefit from a DP policy? What ........would we like that policy to look like? When........do we think management/HR would feel comfortable changing the current policy (i.e., what would make them change)? Where ......does our company stand on other issues of diversity? Why..........should our company adopt DP benefits? How..........can we best persuade our company to do so? The NGLTF Domestic Partnership Organizing Manual 19 The company will want to hear about their employees and their competition, and they want their specific concerns addressed. Why is this something that your company should do? The following is a loose outline for a DP benefits proposal. You will find much of the material in this manual useful for certain sections. You may also wish to look at the proposals that other employee groups in your field or region have prepared. Tailor your proposal to your company, industry, or organization’s specific strategies. Introduction: What are DP benefits and why are they important for your company? Definition: Give a general overview of DP benefits, how DP can be defined, and what benefits can be included. Outline the arguments for and against DP benefits: Diversity and fairness vs. cost concerns. Also discuss any additional issues which might be of concern to the employer (e.g., taxation of benefits, administrating benefits). Comparison companies: Talk about other employers in your company’s industry or region which offer DP benefits and explain their policies and reasons for enactment. Also, how much did the policies end up costing, and what was the reaction from employees and the community. If possible, provide contact persons with whom management/HR can further discuss these issues. Suggestions: Make your suggestions for how the company’s policy should change, who should be covered, what benefits can be included, how DP should be certified, etc. Support: Finish with letters of support from GLBT employees and allies. Appendix: Include any copies of policies, affidavits, or other documents received from comparison companies. Also include newsclips or other information that you find relevant to your case and the names of benefits consultants who might assist the company in drafting their plan. The proposal does not need to be long, it just needs to include all of the relevant material. For example, the proposal done by the GLBT employee organization at the Seattle Times only took up two pages (see proposal in the “Appendix” on page 131). Talk With the Higher Powers Having already identified the appropriate change-makers in your company and preparing a proposal to spark change, you are now ready to contact whomever is in charge and pitch your idea for DP benefits. The point at which you contact management and/or human resources department will depend heavily on the climate within your company. If the company is very change-friendly and you think they would easily accept your suggestion, contacting the corporate powers at the very beginning could be a good strategy. They might simply take the idea and run with it. In other cases, you may feel that the company is very hostile to progressive change and want to network with other organizations and allies to gain support before bringing the idea to management. The NGLTF Domestic Partnership Organizing Manual 20 Most cases fall somewhere in the middle: You go to management with all your research done and solid suggestions for change and give the company an opportunity to consider your proposal. If that doesn’t work, then momentum builds for a larger organizing effort, networking with employee groups, managers, and other companies or outside organizations to further encourage the company to adopt DP benefits. UNIONS The Lesbian and Gay Labor Network of New York and Pride at Work, GLBT union organizations, have specific materials on DP organizing, from which this section has been created.30 Most union organizing is done through collective bargaining, in which a union negotiates for DP coverage through it’s employer. In preparing for collective bargaining around this issue, union members should: 1. Establish a committee on DP issues. 2. Put DP on the agenda of whatever committee deals with family issues. 3. Make a list of the union benefits that are available to families of union members. 4. Divide the list into those benefits that would be easiest to win from management (those which are cheaper and mainly symbolic) versus those which are the most important to union members (such as health care), similar to the division between soft and hard benefits outlined in the “Types of Benefits Offered” section of “Defining Domestic Partnership” on page 5. 5. If your union does member surveys, make sure that “domestic partner” is one option in the marital status demographic section. Also, in asking members which issues they support, one option should be “Equal family benefits for domestic partners – committed couples who are not married.” 6. GLBT members should volunteer or run for posts within the union. 7. Decide how the union will frame it’s demands for DP benefits, including a definition for “domestic partner.” Aside from collective bargaining, some unions have trust funds, which employers pay into but trustees control. Hence, the union can sometimes make changes to its benefits policy independent of management. POLITICAL LOBBYING Although local, state or federal employees seeking DP benefits from their employers can do so using many of the strategies already outlined, there are organizing strategies that are unique to obtaining public sector benefits. Constituents play a significant role in getting DP registries and/or benefits policies in their region. Elected officials serve their constituents, and they often set their agenda based on what they hear about from their districts. (See lobbying tips on the next page). The NGLTF Domestic Partnership Organizing Manual 21 Lobbying Tips NGLTF has more extensive materials on lobbying elected officials; here are the nuts and bolts. There are two primary ways to influence a legislator: meetings and letters. • Prior to contacting your legislator, though, be sure that you have collected as much information on DP benefits as possible, including listings of other local or state governments with DP benefits policies and the history of DPrelated legislation in your region. Also, if there is a specific proposed piece of legislation that you wish to address, know as much about it as possible about it (e.g., bill number, sponsors, text). Most government bodies have clerks offices which can provide you with this information. Meeting with your elected official • You must usually make an appointment by calling his/her office. (Some government bodies, like city councils, also have public forums or open meetings at which citizens can raise issues.) • Be clear about why you are calling. Do you want to support or condemn the representative’s stance on a certain issue? Do you want him/her to endorse a specific idea? Or do you just want to educate the representative on the general topic of domestic partnership? • At the meeting, dress appropriately and be very respectful of constraints on the official’s time. Be as brief as possible, using auxiliary handouts that the representative and his/her staff can reference at a later point. • Speak about the issues; don’t attack the representative. Make logical arguments for your case backed up by factual evidence, letters of support, press articles, etc. • After the visit, send a follow-up letter to the representative summarizing your discussion and thanking the him/her for their time. Writing to your elected official (via regular mail or electronic mail) • Identify yourself as a constituent, including your name and address and e-mail address if you have one. • Address only one subject in each letter, and be brief and concise. State the purpose of your letter very clearly within your first paragraph. For example, “I am writing to urge you to consider extending DP benefits to the partners of city employees.” • If referencing a specific piece of legislation or proposed legislation, reference as much information as possible to show the legislator that you are serious about the issue and know what you are talking about. • Use facts and figures to back up your letter. But do not rule out personal appeals as well. If you have experienced hardship from being denied DP benefits, talk about that in your letter. Or if you work for a company in the region which does offer DP benefits, discuss your experiences there as a model for the government to change to. • At the end of you letter, request a reply from the representative, stating his/her opinion on the issue. If s/he agrees with your position, write back and express your thanks. If the elected official expresses opposition to your opinion, keep writing to further explain your position. Don’t let him/her off the hook! The NGLTF Domestic Partnership Organizing Manual 22 NETWORK Sometimes a good proposal and a high-level meeting are not enough to convince a company to adopt DP benefits. In effective organizing efforts, a broad base of support is tremendously useful. Work with members of your GLBT employee group, other progressive employee organizations, and any other allies you have at your company to mobilize support for DP benefits. There are many constituencies— not just GLBT employees—who stand to benefit from DP policies, whether directly or indirectly. Potential coalition groups include: Union organizations Community GLBT organizations Progressive or minority employee groups within your company GLBT employee groups at companies in region GLBT student groups Senior citizen organizations Women’s groups Single parent associations Other civil rights groups in the community When working within coalitions, do not expect other employee groups to automatically adopt your issue and do the work for you. You must also be prepared to advocate for their issues as well. For more information on coalition groups, see the “Who Supports Domestic Partnership” section on page 7. LETTER WRITING It is helpful to have supporters write letters to company executives explaining who they are and why they are in favor of DP benefits. Letter writing should not be limited to GLBT employees. Anyone who supports DP benefits can write a letter, including married employees and employees living alone. Personal letters are very powerful as they remind employers that they are dealing with the real needs of real people. Customers or clients of the company might also be very useful in this process, if you are able to approach them for support. Personal letters are often most effective, where the author discusses how his/her family has been hurt by the absence of DP benefits, or—in the case of married employees or community members— how access to such benefits has been important and useful in their lives. A sample letter used in one company’s DP benefits organizing work, is presented on page 24; the writer’s name and company name are changed. When you approach management, these letters will be useful in demonstrating that there is employee support for DP benefits. They personalize the issue and put a face on the discrimination and inequity. Some companies have compiled employee letters and photos in a packet for management. AT&T called their packet “A Family Album.”31 At Hewlett-Packard, employees have developed a “Reader’s Theater” in which personal letters crafted to address specific issues are read by employees in conjunction with a scripted presentation of general information on workplace discrimination, DP benefits, or whatever topic they are addressing.32 As mentioned above, supporters can also write letters to their elected officials and representatives to persuade government bodies to extend DP benefits. The NGLTF Domestic Partnership Organizing Manual 23 Sample Letter to Management Dear President Smith: I have worked at XYZ for almost 26 years. I work on the research and development team as a systems operations manager. My career at XYZ is very important to me. I consider my co-workers to be part of my family and XYZ to be part of my home. Within this family, I have always been open about my identity as a gay man. XYZ, through its diversity initiatives and non-discrimination policy, has always encouraged me to be so. My family is made up of myself, my partner of 11 years, John, our daughter Suzie, and our family dog Tiger. We attend company picnics as a family and I have pictures up all over my office. In many ways, I feel that XYZ fully appreciates my family. With one exception... XYZ does not provide benefits for my partner John nor our daughter Suzie, to whom only John has legal rights. My married co-workers receive health care, sick leave, and other benefits for their spouses and their spouses’ children. I do not. Companies which compete with XYZ have chosen to offer domestic partnership benefits, and as XYZ vows that it will not discriminate against employees on the basis of sexual orientation, I believe that it, too, should offer benefits to the domestic partners of employees. It’s the fair thing to do. My relationship is very important in my life, and unless I am not as important to the company as my heterosexual, married coworkers, I think that my relationship should be treated with equality. I love John and Suzie very dearly, and I hate fearing that, were an accident to occur, they would not be provided for by my death benefits or the pension I have accrued. I would rather that the company officially recognize my family so that Suzie could attend the company’s day care facility and John could finally go back to school knowing that his tuition and health care would be covered by XYZ. As I said, I have always thought of XYZ as a part of my family. I only hope that XYZ can recognize John and Suzie as a part of their family as well. Sincerely, John Doe Employee, Widget Division XYZ Corporation The NGLTF Domestic Partnership Organizing Manual 24 RECRUITING Once you’ve found some allies, get them to find more. Suggest that all the members of your GLBT employee group talk to a straight co-worker about the importance of DP benefits. If possible, have everyone talk to their managers about DP benefits. And have those managers talk to their managers, and so forth. When looking at the chain of decision-making for implementing DP benefits, find out who you know that might be connected to those decisionmakers. Get them to network, too. It is a good idea to try and find at least one high-level manager, whether GLBT or straight, to help push DP benefits through the company. Most successful DP organizing efforts have had this factor in common. High-level managers often have personal relationships with those connected to benefits policy change. Moreover, they’re in a better position to exercise influence over other high-level managers to get change made. If you feel that it is appropriate for your lobbying efforts, and if your company allows employees to be vocal in their policy challenges, you may wish to further publicize your call for DP benefits. There are several methods for publicizing your cause, ranging from writing an editorial in the company newsletter to holding a press conference and gaining national media attention. In considering what path you will chose, it is imperative to think about the level of opposition you have already encountered in your company and the extent to which publicizing the issue will alienate the company to your cause. Publicizing Your Cause Most employers prefer to pass DP benefits without significant outside attention. Hence, small scale efforts aimed at publicizing the issue within the company and mobilizing co-worker support are generally the most advisable strategies. In addition to the organizing ideas already given, most employee organizers have found it useful to: 1. Write letters to the company newsletter 2. Post flyers on DP benefits on the company bulletin board. 3. Host company forums on topics related to DP benefits. 4. Create an internal website for your employee organization with a section on DP benefits. 5. Distribute e-mails on DP benefits to friends and internal listservs within the company. 6. Organize a campaign where supporters wear buttons or a certain color of clothing on a given day, perhaps corresponding with a meeting set upwith management. However, if you decide that more public organizing efforts are appropriate, NGLTF can provide you with information on writing press releases, hosting a press conference, and interacting with the media. The NGLTF Domestic Partnership Organizing Manual 25 ONCE YOU WIN: SUSTAINING CHANGE It is important to educate the wider employee body about the changes. If you had to overcome misconceptions from management, management will likely hear the same concerns from employees. The company should be prepared to educate employees and explain the rationale for moving forward with inclusive, progressive policies. Information Packets Provide Forum to Address Concerns Educate! Educate! Educate! With effective organizing, your company will probably eventually offer DP benefits. In doing so, many companies create informational packets to explain the new policy and address any concerns that employees might have. Explaining the rationale behind DP benefits and the advantages is one way to minimize backlash from within the company. Levi Strauss & Co. created an informational handout with this in mind, which follows in the “Appendix” on page 133. Many companies find it useful to establish some official forum within which employees can express their concerns over DP benefits and employers can respond. Smaller companies have held employee auditorium gatherings with a panel of representatives from HR and management, including the company president, to explain the new policy and the reasons that it was adopted. Larger companies have established an internal mailbox or e-mail address through which employees can ask questions, extend praise, or voice criticism. Companies should clearly express to employees, consumers, and the community that DP benefits are not special rights; they are equal rights. By enacting DP benefits, the company is not promoting homosexuality or non-traditional living arrangements. Rather, the company is recognizing diversity and acknowledging the needs of all its employees within that framework: all of its employees are equal, and therefore their relationships are also equal. By explaining that they are not trying to make political statements but are instead recognizing the needs of their employees, companies can minimize the basis for attacks. Most companies experience little negative reaction to their DP policies. However, occasionally, employees and/or members of the community voice opposition to extending benefits to domestic partners. Most criticism is levied against same-sex only policies for discriminating against heterosexuals, so companies can often avoid controversy by enacting more inclusive policies from the start. There are several other strategies for minimizing opposition to DP benefits and controlling backlash. Handling Backlash BOYCOTTS Some companies that choose to implement DP benefits policies may face threats of boycotts from conservative organizations. Few companies have been boycotted. Instead, they have found that offering DP benefits opens the company up to a whole new market of supportive consumers. In those cases The NGLTF Domestic Partnership Organizing Manual 26 where boycotts have been called, they are rarely successful. The most high-profile boycott in recent years, over the Walt Disney Company’s decision to extend DP benefits, was largely denounced by the public. To control boycotts, companies must promote their policy changes as fair and inclusive acknowledgments of the diversity that exists within companies and American society. BALLOT MEASURES AND REFERENDA Well organized opposing constituencies can, however, prevent a government body from passing DP policies. Contrary to private sector situations, community opponents have much more power in the context of municipal and state policy. And when DP benefits are enacted, conservative community members can challenge them. For example, in 1991 after San Francisco’s ordinance providing DP benefits for city and county employees was passed by the Board of Supervisors, opponents of the measure collected signatures to instigate a voter referendum. The policy was overturned, although a second referendum eventually reinstated DP benefits. In regions where ballot measures and referenda are allowed, there is little that organizers can do to ward them off. However, organizers can work to get the referenda question worded favorably and slated during an election that voters usually turn out for (e.g., gubernatorial elections attract more voters than run-off elections for city controller). Beyond that, organizers must mobilize citizens to get to the polls and vote favorably. NGLTF can provide assistance in ballot measure and referenda challenges.33 LEGAL CHALLENGES A few governments and employers that have chosen to extend DP benefits to same-sex partners only have faced legal challenges. For instance, the City of Oakland, California’s same-sex only DP policy has been challenged by the State Labor Commission as discriminatory against heterosexuals and therefore in violation of the state labor code. The simplest way for employers to avoid these sorts of legal challenges is to pass same- and opposite-sex inclusive DP benefits policies or amend their current policies to include opposite-sex couples. The City of Minneapolis, Minnesota’s DP ordinance was invalidated by a court ruling that stated that granting health benefits to domestic partners of municipal employees is without legal force and ultra vires, or outside the city’s domain of power.34 However, a ruling by the Georgia State Supreme Court supported the City of Atlanta’s right to establish a domestic partnership registry.35 There have been several recent legal challenges in the private sector. For instance, in Foray v. Bell Atlantic, a heterosexual partner of a Bell Atlantic employee is suing the company because, under its same-sex only DP policy, she cannot receive benefits. Yet this case and most other private sector suits aim to change or expand the DP policies at issue rather than eliminate them altogether. The most influential legal cases relating to DP are outlined in the “Appendix” on page 137. The NGLTF Domestic Partnership Organizing Manual 27 ENDNOTES 1 This quote, and all of the other quotes and figures presented in this section are taken from the original NGLTF Domestic Partnership Organizing Manual (1992) written by Ivy Young. 2 “Domestic Partnership Benefits.” Employee Benefits Practices. Fourth Quarter 1994: 4. 3 Information provided by the Human Rights Campaign. Contact information for the Human Rights Campaign is provided in the “Appendix” on page 32. 4 Domestic Partnership Benefits Mini Survey (1996). Society of Human Resource Managers: Washington, DC. 5 According to the Lambda Legal Defense and Education Fund’s (LLDEF) information on domestic partnership benefits offerings in state and municipal governments. Contact information for LLDEF is provided in “Appendix” on page 32. 6 Coleman, Tom. “Domestic Dispute.” Los Angeles Daily Journal. 12 Jan 1998: 6. 7 Gordon, Rachel. “Bank of America to Offer Partnership Benefits.” San Francisco Examiner. 11 Mar 1997: A1. 8 Minton, Tori. “S.F. Archbishop Agrees to Discuss Partners Policy.” San Francisco Examiner. 7 Feb 1997: A21. 9 Excerpted directly from IBM’s domestic partner benefits statement. 10 Contact information for Ho ll ywood Supports is provided in the “Appendix” on page 32. 11 General Accounting Office of the United States (1997). “Defense of Marriage Act” Report. OGC-97-16: 58. 12 From Wrongs to Rights: Public Opinion on Gay and Lesbian Americans Moves Toward Equality and other Policy Institute publications are available by contacting the National Gay and Lesbian Task Force.Contact information for NGLTF is provided in “Appendix” on page 32. 13 Except where noted, all information in this section is taken from materials from the Spectrum Institute under the auspices of executive director Thomas Coleman. Contact information for the Spectrum Institute is provided in “Appendix” on page 32. 14 Information provided by the Human Rights Campaign. Contact information for the Human Rights Campaign is provided in the “Appendix” on page 32. 15 According to national accounts data from the Bureau of Economic Analysis. 16 Health Benefits in 1997 (1997). KPMG Peat Marwick: Arlington, VA. The NGLTF Domestic Partnership Organizing Manual 28 17 "Report of the Domestic Partnership Study Group for the City University of New York" (Oct. 1993). Cited in Christopher Diagle (1997). White Paper re: Domestic Partnership Benefits. Tulane University. 18 "Report of the Subcommittee on Domestic Partners’ Benefits” (1992). University Committee on Faculty and Staff Benefits, Stanford University. 19 “Domestic Partnership Benefits.” Employee Benefits Practices. Fourth Quarter 1994: 4. 20 Domestic Partners and Employee Benefits (1991). Hewitt Associates: Lincolnshire, IL. 21 Laabs, Jennifer J. “Unmarried... with Benefits.” Personnel Journal. Dec 1991: 64. 22 “Domestic Partner Benefits: A Trend Toward Fairness” (1997). National Lesbian and Gay Journalists Association: Washington, DC. 23 Poll conducted and reported by Newsweek, 30 June 1997. 24 As of January, 1999, the 30 states with laws banning same sex marriages are: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Indiana, Iowa, Kansas, Kentucky, Maine, Michigan, Mississippi, Missouri, Montana, North Carolina, North Dakota, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Utah, Virginia, Washington. 25 Laabs, op. cit. 26 Raeburn, Nicole. “The Rise of Lesbian, Gay, and Bisexual Rights in the Workplace.” In progress (used by author’s permission). For more information, contact Nicole Raeburn at [email protected]. 27 Laabs, op. cit. 28 NGLTF maintains a listing of jurisdictions throughout the that which bar sexual orientation discrimination. To obtain a copy of this listing, please contact NGLTF via the contact information provided in “Appendix” on page 32. 29 Taken from the 1992 Domestic Partnership Organizing Manual (NGLTF). 30 Union members interested in more advice on organizing for DP benefits should contact Pride at Work. Contact information for Pride at Work is provided in “Appendix” on page 32. 31 For more information on the “Family Album,” contact AT&T LEAGUE at (703)713-7820 or [email protected]. 32 For more information on scripting your own “Reader’s Theater,” call Kim Harris at (650)857-7771 or e-mail him at [email protected] 33 Contact information for NGLTF is provided in “Appendix” on page 32. 34 Lilly v. City of Minneapolis, 527 N.W.2d 107 (Minn., rev. denied, 1995) 35 Atlanta et. al v. McKinney, 454 S.E.2d 517 (Ga. 1995) The NGLTF Domestic Partnership Organizing Manual 29 APPENDIX The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 31 RESOURCE GROUPS AND CONTACT INFORMATION National Organizations NATIONAL GAY AND LESBIAN TASK FORCE ALTERNATIVES TO MARRIAGE PROJECT 1700 Kalorama Road, NW Washington, DC 20009-2624 Tel (202) 332-6483 Fax (202) 332-0207 [email protected] http://www.ngltf.org P.O. Box 991010 Boston, MA 02199 Tel & Fax (781) 793-9911 [email protected] http://www.netspace.org/atmp THE POLICY INSTITUTE OF THE NATIONAL GAY AND LESBIAN TASK FORCE 121 West 27th Street, Suite 501 New York, NY 10001 Tel (212) 604-9830 Fax (212) 604-9831 FEDERATION OF LESBIAN, GAY, BISEXUAL AND TRANSGENDER POLITICAL ORGANIZATIONS Contact Dan Hawes, NGLTF Field Organizer [email protected] Tel (202) 332-6483 FEDERAL GLOBE (Federal GLBT employees and organizations) PO Box 45237 Washington, DC 20026-5237 Tel (202) 986-1101 http://www.fedglobe.org PRIDE AT WORK (Unions) PO Box 65983 Washington, DC 20035-5893 Tel (202) 667-8237 COLLEAGUES (Organization for GLBT employee groups with annual conference) P.O. Box 20506 Rochester, NY. 14602 Tel (716) 234-4646 or (888) 924-4646 [email protected] http://www.outnequal.org SPECTRUM INSTITUTE Thomas Coleman, Executive Director P.O. Box 65756 Los Angeles, CA 90065 Tel (213) 258-8955 Fax (505) 258-8099 [email protected] PARTNERS TASK FORCE FOR GAY & LESBIAN COUPLES Box 9685 Seattle, WA 98109-0685 Tel (206) 935-1206 [email protected] http://www.buddybuddy.com LAMBDA LEGAL DEFENSE AND EDUCATION FUND 120 Wall Street, Suite 1500 New York, NY 10005-3904 Tel (212) 809-8585 Fax (212) 809-0055 http://www.lambdalegal.org HUMAN RIGHTS CAMPAIGN 919 18th Street, NW #800 Washington, DC 20006 Tel (202) 628-4160 Fax (202) 347-5323 [email protected] http://www.hrcusa.org GAY & LESBIAN ALLIANCE AGAINST DEFAMATION 150 West 26th Street, #503 New York, NY 10001 Tel (212) 807-1700 Fax (212) 807-1806 [email protected] http://www.glaad.org HOLLYWOOD SUPPORTS (Entertainment Industry) 6922 Hollywood Boulevard, Suite 1015 Los Angeles, CA 90028 Tel (213) 468-1270 Fax (213) 962-6203 http://www.hsupports.org The NGLTF Domestic Partnership Organizing Manual 32 A P P E N D I X NATIONAL LESBIAN & GAY JOURNALISTS ASSOCIATION (Media/Journalism) 1718 M Street, NW #245 Washington, DC 20036 Tel (202) 588-9888 Fax (202) 588-1818 [email protected] http://www.nlgja.org THE WORKING GROUP ON FUNDING LESBIAN AND GAY ISSUES (Philanthropy) 116 E 16th Street, 7th Floor New York, NY 10003 Tel (212) 475-2930 Fax (212) 982-3321 DOMESTIC PARTNERSHIP BENEFITS CONSULTANTS Andrew Sherman, The Segal Company Tel (617) 424-7337 Ilse de Veer, William Mercer Tel (203) 973-2118 The NGLTF Domestic Partnership Organizing Manual APPENDIX 33 Employee Organizations As there are many employee g roups throughout the country, this listing is intended as a sampling only. To make additions or corrections to this list, contact NGLTF at [email protected] or via the information provided on page 32 of this “Appendix.” This list is distributed to facilitate networking among groups. Please do not use it for fundraising or other solicitation. * = Group is official recognized by employer Private Sector 3M AT&T 3M PLUS (People Like Us) * Tel (612) 236-9706 Lesbian, Bisexual, and Gay United Employees (LEAGUE) * Tel (703) 713-7820 [email protected] http://www.league-att.org Adolph Coors Company Lesbian And Gay Employee Resource (LAGER) * (303) 277-2146 Elaine Ellison Benefits Administration Supervisor Tel (303) 277-3507 AETNA Life AETNA Network of Gay & Lesbian Employees (ANGLE) * Rick Balmer Mailcode MA3D 151 Farmington Avenue Hartford, CT 06156 Tel (860) 363-4691 Air Products & Chemicals Gay & Lesbian Empowered Employees (GLEE) * Charlie Versaggi 7201 Hamilton Boulevard Allentown, PA 18195 Tel (610) 481-8402 AMR (American Airlines & affiliate cos.) Gay, Lesbian, Bisexual and Transgender Employees at AMR Corp. (GLEAM) * Tel (214) 521-5342 ext. 812 [email protected] htpp:// www.webris.net/gleam Ameritech Gay, Lesbian, & Bisexual Employees of Ameritech (GLEAM) P.O. Box 3625 Chicago, IL 60654 Tel (312) 409-4523 [email protected] Also: Larry Spencer Tel (248) 424-5928 Bank Of Boston Corp. Gay and Lesbian Employee Resource Group* Adam Cardinal Asst. VP, Information Security Specialist 100 Federal Street, MA-BOS 01-13-05 Boston, MA 02110 Tel (617) 434-3246 [email protected] Bausch & Lomb Gay Employees Group Tom Carlock 1400 North Goodman Street, Area 6 Rochester, NY 14609 Tel (716) 338-6544 Bell Atlantic/NYNEX Gays & Lesbians Working for Cultural Diversity (GLCD) * New York Tel: (800) 232-0069 ext. 6887 New England Tel: (800) 755-5428 ext. 1165 http://soho.ios.com/~msmigels/glcd/glcd.html Bellcore Outreach Jack Zatz 331 Newman Springs Road Redbank, NJ 07701 Tel (732) 758-5044 [email protected] Boeing Company Boeing Employee Association of Gays, Lesbians, and Friends (BEAGLES) Ed Gentzler 1122 East Pike Street, #787 Seattle, WA 98057 Tel (206) 781-3587 The NGLTF Domestic Partnership Organizing Manual 34 A P P E N D I X Charles Schwab & Co. First Chicago Gay, Lesbian, and Bisexual Employees at Schwab (GLOBES) * Glen Mathison Tel (415) 627-7151 Employee Alliance for Gay & Lesbian Equality (First EAGLE) * P.O. Box 1171 Chicago, IL 60690 Tel (773) 784-6067 Chevron Corporation Chevron Lesbian and Gay Employee Association (CLGEA) * 1654 Golden Gate Avenue San Francisco, CA 94115 [email protected] http://members.aol.com/clgea/index.html Also: Kirk Nass (Chair) Tel (510) 242-3932 [email protected] CNA Financial Corp. People Like Us (PLUS) E-mail: [email protected] Website: http://www.lvic.com/plus/ Fannie Mae Fannie Mae Lesbian and Gay Employees * Pam Jarvis Tel (202) 752-4164 Ford Motor Company Ford Gay, Lesbian, or Bisexual Employees (Ford GLOBE) * 23814 Michigan Avenue, #187 Dearborn, MI 48124 Tel (313) 438-1970 [email protected] http://people.delphi.com/fordglobe Freddie Mack Digital Corp. DECPLUS http://www.ziplink.net/~glen/decplus DuPont Bisexuals, Gays, Lesbians and Allies at DuPont (BGLAD) * P.O. Box 2192 Wilmington, DE 19899 [email protected] http://www.duponbglad.com Eastman Kodak LAMBDA Network at Kodak PO Box 14067 Rochester, NY 14614 Tel (716) 234-4388 [email protected] EDS Gay and Lesbian Employees at EDS (GLEE) PO Box 260752 Plano, TX 75026-0752 http://www.cyberramp.net Lambda Group Thomas Antignani 8100 Jones Branch Drive, Mailstop B39 McClean, VA 22102 [email protected] General Mills Betty's Family 1 General Mills Boulevard Minneapolis, MN 55426 Also: Daniel Duty Tel (612) 540-3227 E-mail: [email protected] General Motors GM PLUS (People Like Us) * P.O. Box 446 Ferndale, MI 48068 Tel (248) 358-9818 [email protected] Hewlett Packard HP Gay and Lesbian Employee Network Kim Harris Tel (650) 857-7771 Exxon Exxon Gay and Lesbian Employees (EGLE) Alan Eyler (Co-Chair) [email protected] The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 35 IBM Mass Mutual Life Employee Alliance for Gay & Lesbian Empowerment (EAGLE) * http://www.mindspring.com/~morpheus/eagle Rick Partridge (HR Representative for Gay and Lesbian Concerns) 411 Northside Parkway Atlanta, GA 30327 Tel (404) 238-7512 [email protected] Also: Sharon J. Lane (EAGLE External Comm.) Tel (404) 373-2343 [email protected] Gay and Lesbian Alliance (GALA) * Bill Conley 1295 State St. Springfield, Mass 01111 Tel (413) 744-4927 [email protected] Intel Intel Gay, Lesbian or Bisexual Employees (IGLOBE) * Tel (503) 696-4000 [email protected] http://www.glyphic.com/iglobe/index.html JC Penney Co. Employee Association of Gays & Lesbians (EAGLe) [email protected] http://home1.gte.net/djone2/eagl/ Jet Propulsion Lab Gay Lesbian and Bisexual Support Group Randy Herrera 4800 Oak Grove Drive Pasadena, CA 91109 Tel (818) 393-0664 [email protected] Medtronic Gay and Lesbian Employees of Medtronic (GEM) Deborah Ashton (Workforce Diversity Project) 7000 Central Avenue, NE Mailstop #240 Minneapolis, MN 55432 Tel (612) 514-3115 [email protected] NCR League@NCR * Tel (937) 445-0962 http://members.aol.com/leaguencr Netopia, Inc. Out There at Netopia Lezlie Lee 2470 Mariner Square Loop Alameda, CA 94501 Tel (510) 814-5288 [email protected] Northern States Power SAGE Tel (612) 330-5522 Kaiser Permanente Pacific Telesis Association of Lesbians and Gays (KPALG) * PO Box 1031 Pasadena, CA 91102 Tel (626) 405-5600 [email protected] PO Box 2711 San Ramon, CA 94583 Tel (800) 747-9880 http://www.webcom.com/bunny/spectrum/ The Seattle Times Levi Strauss Associates Lesbian and Gay Employee Association * Michelle Dryden 1155 Battery Street San Francisco, CA 94111 Tel (415) 544-7103 Gay and Lesbian Association at the Times (GALA-Times) * Ana deGive P.O. Box 70 Seattle, WA 98111 The Northern Trust Corporation Lucent Technologies EQUAL! at Lucent * Tel (500) 346-5324 http://www.equal.org Kathleen Dermody (Co-President) Tel (732) 957-7494 [email protected] The Northern Trust Pride (TNT Pride) Sue Connolly 50 South LaSalle Street, B2 Chicago, IL 60675 Tel (312) 444-7188 [email protected] The NGLTF Domestic Partnership Organizing Manual 36 A P P E N D I X United Airlines XEROX United With Pride P.O. Box 423284 San Francisco, CA 94142-3284 Tel (415) 908-6776 [email protected] http://www.unitedpride.org GALAXe [email protected] U.S. WEST, Inc. Employee Association of Gays and Lesbians (EAGLE) * P.O. Box 22958 Seattle, WA 98112 Tel (206) 689-6988 http://www.eaglefund.org Also: John Trautman Tel (425) 451-6371 The NGLTF Domestic Partnership Organizing Manual APPENDIX 37 Government See also contact information for Federal GLOBE in “National Organizations” section above. Federal Aviation Administration FAA GLOBE http://www.faa-globe.org U. S. Department of Justice DOJ Pride http://www.geocities.com/WestHollywood/7095 Robert Moossy (President) Tel (202) 514-6247 U. S. Department of the Treasury Library of Congress Library of Congress GLOBE c/o Employee Assistance Division Library of Congress Washington, D. C. 20540 Financial Management Service Gay, Lesbian or Bisexual Employees (FMS GLOBE) PO Box 34704 Kansas City, MS 64116-1104 U. S. Foreign Affairs Agencies National Institutes of Health NIH Gay and Lesbians Employees Forum (NIHGLEF) PO Box 30767 Bethesda, MD 20814-9998 [email protected] http://www.recgov.org/r%26w/glef.html Gays and Lesbians in Foreign Affairs (GLIFFA) PO Box 18774 Washington, DC 20036-8774 Tel (202) 797-3310 U. S. Internal Revenue Service Pacific Region Federal Agencies IRS GLOBE PO Box 7644 Washington, DC 20044 Pacific Federal GLOBE http://www.wolfe.com/globe/ U. S. Navy U. S. Department of Agriculture Navy GLOBE [email protected] USDA GLOBE http://www.lambda.net/~aglobe/ Peter Wood (President) Tel (703) 330-7826 [email protected] U. S. Patent and Trademark Office Lambda PTO [email protected] http://members.aol.com/lambdapto/index.html U. S. Department of Energy DOE GLOBE Tel (301) 903-7658 [email protected] http://www.oha.doe.gov/doeglobe/info.htm U. S. Department of Labor U. S. Postal Service Gay & Lesbian Postal Employees' Network (G/L PEN) PO Box 580397 Minneapolis, MN 55458-0397 http://www.jump.net/~kaos/ Labor GLOBE [email protected] http://www.laborglobe.org The NGLTF Domestic Partnership Organizing Manual 38 A P P E N D I X SECTOR BY SECTOR POLICIES The following three sections outline specific policy issues relating to DP benefits in the public, private and academic settings, touching upon the various obstacles and advantages to organizing in these areas. The first section deals with public sector policies and charts the responses of several local and state governments to a recent (1998) survey of DP benefits policies conducted for this manual. The responses document policy issues such as who is covered, what benefits are offered and how much do DP benefits cost. From the surveys collected, data are summarized to make generalizations about the policies under consideration. The chart provides an overview of DP benefits in the public sector to give organizers an idea of where policies have been enacted, what those policies look like and what discrepancies exist where improvements can be made. The second and third sections present sample policies from various private sector companies as well as colleges and universities. Since the ideal policy is not These samples are not intended as models to be followed. Rather, always possible to enact, the policies provide a landscape of DP in these sectors, outlining what major industry competitors, small firms, unions and public these sample policies may and private colleges offer in terms of DP benefits. The ideal policy, provide guidance for viable according to this text, is one which covers both same- and oppositalternatives. e sex partners, both romantic and non-romantic in nature, as well as their dependent children. No proof of relationship should be requested (i.e., joint lease, proof of municipal DP registration, etc.), and no waiting period imposed, unless such requirements are made of spouses. Also, domestic partners should receive all benefits which are extended to the spouses of employees to the extent possible. However, since the ideal policy is not always possible to enact, these sample policies may provide guidance for viable alternatives. Yet those crafting DP policies should still strive to be as equitable and just as possible; and those with DP policies already in existence should examine how their own policies might be improved. It is important to note that the information in these sections was obtained directly from the corporations, governments or schools themselves. Any incorrect information most likely reflect errors in the employer’s materials or methods of dissemination. The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 39 PUBLIC SECTOR BENEFITS While the main front in DP organizing has been the corporate workplace, DP benefits can also be offered to public sector employees. In fact, over 60 state and local governments offer benefits to the domestic partners of employees, and a bill was proposed in the House of Representatives and the Senate in 1997 to make all domestic partners of federal employees eligible for workplace benefits. Compared to companies which are fairly autonomous in their decisionmaking abilities, governments must deal with bureaucracy and constituents when considering DP policies. Hence, the organizing strategies in this arena are somewhat different from private sector organizing. DP benefits in the public sector require a vocal, well-organized constituency which can, in turn, persuade legislators to affect change. The information presented here elucidates the issues and organizing realms specific to the public sector. Overall, the strategies provided in the larger organizing section of this manual can be applied to organizing for DP benefits in the public sector. In general, DP recognition in the public sector is available in two forms: registration and benefits for government employees. Government Registries Via a public DP registry, couples can certify their domestic partnerships with the government (much like a marriage registry). While these registries are largely symbolic in nature, they often carry associated benefits for registered citizens or are linked the the provision of workplace benefits. For instance, several public and private sector employers require that employees register their domestic partnerships with the local or state government in order to qualify their partners for benefits. Or DP registration can include certain government benefits for registered couples, such as hospital and prison visitation rights for domestic partners (which is otherwise restricted to blood relatives, spouses or children). However, it should be noted that registered domestic partners do not automatically have the rights of inheritance, joint property accumulation, spousal support in the event of divorce, or powers of attorney. As noted, the DP benefits and registries are often intertwined: most of the states and municipalities with DP benefits for government employees have DP registries as well. However, not all regions with DP registries offer employee benefits. DP Benefits for Government Employees FEDERAL GOVERNMENT The federal government has yet to extend DP benefits to all Federal workers. Some branches of the governments, as the result of lobbying by the Federal GLBT employees organization Federal GLOBE, do recognize domestic partnerships in bereavement leave policies (including the US Civil Service, the Department of Housing and Urban Development (HUD), and the Office of Personnel Management), and in 1998, President Clinton signed an executive order banning sexual orientation discrimination in the Federal civil service workforce. Still, the Federal government has not extended DP benefits to any of its employees. The NGLTF Domestic Partnership Organizing Manual 40 A P P E N D I X A bill was introduced into the US House of Representatives and the Senate in the 105th Congress to provide benefits to domestic partners of Federal employees. In all likelihood, the bill will be reintroduced in the 106th Congress. For more information, contact your Congressional representative or one of the bill’s main sponsors: Representative Barney Frank US House of Representatives 2210 RHOB Washington, DC 20515 (202) 225-5931 Senator Paul Wellstone US Senate SH-136 HSOB Washington, DC 20510 (202) 224-5641 STATE AND LOCAL GOVERNMENTS As has been the focus of this manual, employers have the option of extending the same benefits to domestic partners as offered to spouses. Public sector DP benefits can be granted through the passage of a law or ordinance, or via an executive order issues by the governor or mayor. Government employees can work with community members to encourage their states or cities to adopt DP benefits. Organizing strategies which can be applied to this end are detailed in the "Organizing for Domestic Partnership Benefits" section of this manual on page 17. Following is an outline of 20 state and local government benefits policies, with information gathered from a survey conducted for this manual. The survey was conducted in June of 1998 by sending a two page survey to all of the localities in the US that offer domestic partnership. After two follow-up calls, a total of 20 (approximately 33%) regions responded. The following information is intended to give you a synopsis of public sector domestic partnership benefits policies as they are implemented in large cities and small ones, towns and states. A quick analysis of the list reveals that all but one government provide benefits to same and opposite sex partners, and 11 offer the same benefits to domestic partners as they extend to spouses. Most governments did not track the specific costs associated with providing DP benefits. Of the five cities and states surveyed which do track costs, domestic partner coverage occupies approximately 0.96-1.06 percent of total benefits costs. On average, 2.06% of employees enroll. The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 41 Berkeley, CA Population Number of employees Date DP benefits enacted Covers same and opposite sex partners? Enrollment process 105,000 1,465 Dec 4, 1984 Yes Complete affidavit Benefits offered: bereavement and sick leave, medical and dental benefits, COBRA Benefits not offered: none No. enrolled % of employees % same sex % of benefits costs Los Angeles, CA 120 8.19% 16% 2.8% Contact: Population Number of employees Date DP benefits enacted Covers same and opposite sex partners? Enrollment process Nancy Adler Benefits Specialist (510) 644-695 1 3 million 40,000 March 1994 Yes Complete affidavit Benefits offered: bereavement and sick leave, medical and dental benefits, EAP, catastrophic illness leave program, COBRA Benefits not offered: none No. enrolled % of employees % same sex % of benefits costs Marin County, CA 925 2.31% 16% 1.2% Contact: Population Number of employees Date DP benefits enacted Covers same and opposite sex partners? Enrollment process Henry Hurd Benefits Director (213) 485-2048 239,530 1,900 Jan 1997 Yes Complete affidavit and register with county Benefits offered: bereavement and sick leave, child resource and referral, EAP, employee discounts, medical benefits, pension benefits Benefits not offered: vision and dental benefits (currently negotiating) No. enrolled % of employees % same sex % of benefits costs 15 Contact: 0.79% Not tracked Not tracked Katie Gaier Personnel Analyst (415) 499-6104 The NGLTF Domestic Partnership Organizing Manual 42 A P P E N D I X Population Number of employees Date DP benefits enacted Covers same and opposite sex partners? Enrollment process 60,000 976 1996 Yes Complete affidavit Palo Alto, CA Benefits offered: bereavement and sick leave, child resource recreational facility use, EAP, emplo yee discounts, medical and dental benefits, pension benefits Benefits not offered: spousal pension benefits (state regulated) No. enrolled % of employees % same sex % of benefits costs 45 Contact: 4.61% Not tracked Not tracked Population Number of employees Date DP benefits enacted Covers same and opposite sex partners? Enrollment process Alana Forest HR Lieutenant (650) 329-2408 388,725 4,750 Oct. 1992 Yes Register with cit y Sacramento, CA Benefits offered: bereavement and sick leave, EAP, medical benefits, COBRA Benefits not offered: dental care, life insurance, pension benefits No. enrolled % of employees % same sex % of benefits costs 14 Contact: 0.47% 43% Not tracked Population Number of employees Date DP benefits enacted Covers same and opposite sex partners? Enrollment process Barbara Lehman Human Rights Office (916) 444-6903 1.2 million 10,500 June 1994 Yes Complete affidavit San Diego, CA Benefits offered: bereavement and sick leave, medical, dental and vision benefits, dependent life insurance, pension benefits, death and disability benefits Benefits not offered: COBRA, Family Leave Act benefits No. enrolled % of employees % same sex % of benefits costs 80 Contact: 0.76% 12% Not tracked Valerie VanDeweghe Benefits Administrator (619) 236-6785 The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 43 San Mateo County, CA Population Number of employees Date DP benefits enacted Covers same and opposite sex partners? Enrollment process 800,000 4,500 Aug 1992 Yes Complete affidavit Benefits offered: bereavement and sick leave, EAP, recreational facility use, employee discounts, medical, dental and vision benefits, catastrophic leave Benefits not offered: retiree pension, disability benefits, life insurance benefits No. enrolled % of employees % same sex % of benefits costs Santa Monica, CA 120 Contact: 2.67% 15% Not tracked Population Number of employees Date DP benefits enacted Covers same and opposite sex partners? Enrollment process Paul Hackleman Benefits Manager (650) 363-4330 90,000 1,500 Jan 1, 1994 Yes Complete affidavit Benefits offered: bereavement and sick leave, EAP, medical benefits, limited COBRA Benefits not offered: dental benefits No. enrolled % of employees % same sex % of benefits costs Oak Park, IL 41 Contact: 2.73% 8% Not tracked Population Number of employees Date DP benefits enacted Covers same and opposite sex partners? Enrollment process Martha Zamora Benefits Technician (310) 458-2234 53,500 500 April 18, 199 4 No Complete affidavit Benefits offered: bereavement and sick leave, EAP, medical, dental and vision benefits (if otherwise without coverage), COBRA Benefits not offered: None No. enrolled % of employees % same sex % of benefits costs 0 Contact: 0% Not tracked Not tracked Colleen Temesvari Employee Relations (708) 445-3 340 ext. 2328 The NGLTF Domestic Partnership Organizing Manual 44 A P P E N D I X Population Number of employees Date DP benefits enacted Covers same and opposite sex partners? Enrollment process 17,500 140 July 1, 1995 Yes Register with the city Takoma Park, MD Benefits offered: bereavement and sick leave, medical benefits Benefits not offered: None No. enrolled % of employees % same sex % of benefits costs 3 Contact: 2.14% 0% Not tracked Population Number of employees Date DP benefits enacted Covers same and opposite sex partners? Enrollment process Karen Hampton HR Assistant (301) 270-1700 42,000 570 May 1995 Yes Register with the town or complete affidavit Chapel Hill, NC Benefits offered: bereavement and sick leave, EAP, medical and vision benefits, COBRA Benefits not offered: some health plans are not available No. enrolled % of employees % same sex % of benefits costs 3 Contact: 0.53% 0% 0.16 - 0.24% Population Number of employees Date DP benefits enacted Covers same and opposite sex partners? Enrollment process Bunny Spadero Sr. Personnel Analyst (919) 968-2888 29,540 440 Aug. 1, 1990 Yes Register with the city Ithaca, NY Benefits offered: bereavement and sick leave, medical, dental and vision benefits, dependent life insurance, COBRA Benefits not offered: none No. enrolled % of employees % same sex % of benefits costs 7 Contact: 1.59% 43% Not tracked Valerie Saul HR Deputy Director (607) 274-6539 The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 45 New York, NY Population Number of employees Date DP benefits enacted Covers same and opposite sex partners? Enrollment process 7 million 209,279 Jan. 1994, expanded 1998 Yes Register with the city Benefits offered: bereavement and sick leave, medical, dental and vision benefits, death and disability benefits, COBRA, “Good Samaritan Awards” for partners of city employees killed in line of duty Benefits not offered: pension benefits, dependent life insurance No. enrolled % of employees % same sex % of benefits costs Corvalis, OR No response Contact: N/A 45% Not tracked Population Number of employees Date DP benefits enacted Covers same and opposite sex partners? Enrollment process Joseph De Marco Dept. of Citywide Admin. (212) 669-2244 57,000 372 1990 Yes Complete affidavit Benefits offered: bereavement and sick leave, adoption assistance, child resource, recreational facility use, EAP, medical, dental and vision benefits, dependent life insurance, COBRA Benefits not offered: none No. enrolled % of employees % same sex % of benefits costs Multnomah County, OR 9 2.45% 33% 0.82% Contact: Population Number of employees Date DP benefits enacted Covers same and opposite sex partners? Enrollment process Marta Strahan HR Administrator (541) 757-6902 636,000 4,000 July 1, 1993 Yes Complete affidavit Benefits offered: child resource, recreational facility use, EAP, medical, dental and vision benefits, COBRA Benefits not offered: no response No. enrolled % of employees % same sex % of benefits costs No response Contact: N/A Not tracked Not tracked Debbie Juul Benefits Manager (503) 248-5015 ext. 26477 The NGLTF Domestic Partnership Organizing Manual 46 A P P E N D I X Population Number of employees Date DP benefits enacted Covers same and opposite sex partners? Enrollment process 1.5 million 28,000 expanded May 1998 Yes Register with the city Philadelphia, PA Benefits offered: bereavement and sick leave, medical, dental and vision benefits, pension benefits, death and disability benefits, COBRA, partners also receive housing tax break previously reserved for married couples Benefits not offered: dependent life and survivor’s life insurance No. enrolled % of employees % same sex % of benefits costs 8 Contact: 0.03% 100% Not tracked Population Number of employees Date DP benefits enacted Covers same and opposite sex partners? Enrollment process Kevin Vaugn Human Relations Comm. (215) 686-4670 693,606 3,500 Oct. 1995 Yes Complete affidavit Travis County, TX Benefits offered: EAP, medical and dental benefits, COBRA Benefits not offered: life insurance No. enrolled % of employees % same sex % of benefits costs No response Contact: N/A Not tracked Not tracked Population Number of employees Date DP benefits enacted Covers same and opposite sex partners? Enrollment process Carlotta Valdez Comp. & Benefits Mgr. (512) 473-9167 12,130 135 May 1996 Yes Register with the city Tumwater, WA Benefits offered: bereavement and sick leave, EAP, medical, dental and vision benefits Benefits not offered: some health plans are not available No. enrolled % of employees % same sex % of benefits costs 1 Contact: 0.74% 100% Not tracked Eric Trimble General Services Director (360) 754-4132 The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 47 State of New York Health Insurance Program Population Number of employees Date DP benefits enacted Covers same and opposite sex partners? Enrollment process 18 million 195,000 Jan. 1995 Yes Complete affidavit Benefits offered: medical, dental and vision benefits, COBRA Benefits not offered: none (in terms of health insurance program policies) No. enrolled % of employees % same sex % of benefits costs State of Vermont 1,842 0.94% 22% 0.24% Contact: Population Number of employees Date DP benefits enacted Covers same and opposite sex partners? Enrollment process Christine Averill Senior Insurance Rep. (518) 485-5957 560,000 7,200 Aug. 1994 Yes Complete affidavit Benefits offered: medical, dental and vision benefits Benefits not offered: none (in terms of health insurance benefits) No. enrolled % of employees % same sex % of benefits costs 288 Contact: 4.0% 12% Not tracked Jerry Fry Benefits Administrator (802) 828-3455 The NGLTF Domestic Partnership Organizing Manual 48 A P P E N D I X PRIVATE SECTOR BENEFITS It is no surprise that there are more companies which offer DP benefits than municipalities or universities. Corporate change is a quick process relatively speaking. Within each industry, companies are competing for customers’ dollars and market share. Moreover, companies compete for talented employees and strive to keep the employees they have happy. Within this climate, strategic trends beneficial to a company’s productivity and bottom line catch on quickly. As one company enacts a DP policy which attracts employees and improves efficiency, other companies within the industry are likely to do the same. This is best illustrated in the technology industry, in which 20% of companies offer DP benefits. This trend has been influenced by several industry leaders’ adoption of DP benefits, including Microsoft, Apple, and IBM. This accelerated policy making process is also related to the corpoIt is no surprise that there rate decision making structure. Corporate changes can often be made by a sole human resources director or the company president. are more companies which In some cases, the approval of the board of directors is required, but offer DP benefits than that is still a much smaller body than an entire electorate to which municipalities or public sector leaders are beholden to in policy making. As is, corporate employees can disagree with their employer’s decisions, and universities. Corporate they can even terminate their employment, but employees cannot change is a quick process usually oust corporate leaders from their posts through elections. relatively speaking. In fact, compared to public sector policy making which is mandatorily conducted in the public eye, private sector change is often covertly enacted without employee input or awareness. Corporations must still answer to shareholders as well as consumers, but their interests are more often focused on financial decisions or product quality. Very rarely do these stakeholders raise a big storm over seemingly trivial internal management decisions such as personnel policies. In sum, corporations generally have more autonomy and flexibility than their public sector and non-corporate counterparts. Therefore, within this context, organizing efforts also take on a different form. Again, these changes are also linked to money: companies will enact DP policies if they are convinced that recognizing DP will contribute favorably to their bottom lines. To persuade a company to adopt DP benefits, employee organizers must argue that the policy change will aid in employee recruitment and retention, and portray the company as favorable in the eyes of most consumers. Additionally, concerns about negative financial impacts must be argued away. DP benefits do not cost the company when compared to the gains, and potentially negative reactions from consumers have had little impact and are usually outweighed by positive community response. Only when convinced that DP benefits are fiscally reasonable will the company agree that policy change is the right thing to do. Organizing Issues Beyond the bottom line, companies also genuinely value diversity and want their policies to reflect that conviction. Many employee organizers have cited open-minded company presidents as one of the most integral components to successfully negotiating for DP benefits. In fact, the right corporate climate can facilitate the process dramatically. If a company has a sexual orientation The NGLTF Domestic Partnership Organizing Manual APPENDIX 49 non-discrimination policy and claims to value workplace diversity yet is hesitant to solidify that commitment through offering DP benefits, a sustained campaign of internal lobbying pointing out the hypocracy of the situation may be needed. Sample Policies This section examines DP benefits in the corporate setting, presenting sample policies from a host of companies and other private sector employers around the US. The policies presented were collected by requests to HR departments in organizations selected to represent a broad range of industries, sizes and regions. The policies are divided into industries, so that employers can examine the policies of their industry peers when crafting or analyzing their own DP plans. Within each industry section, the policies are briefly described and rated (as described in the introduction to this section), and the corresponding policy documents follow. FYI... When we organized the first meeting of the Gay and Lesbian Association (GALA) at the Seattle Times, about 50 employees attended. The group was unanimous in their agreement that domestic partnership benefits should be one of our main objectives, so we set up a meeting with the company president to let him know we would be submitting a proposal. During this meeting, we emphasized the company’s commitment to non-discrimination and valuing diversity in the workplace, and the president responded that he was looking forward to reading the proposal. GALA then formed a subcommittee to research and draft the proposal, which the entire group (especially newsroom editors) reviewed. We presented the proposal, and the company executives came through with flying colors and revised their policy to include DP benefits, demonstrating that they were indeed committed to diversity. The support from upper management really helped us achieve our goals. Ana de Give, The Seattle Times The NGLTF Domestic Partnership Organizing Manual 50 A P P E N D I X TECHNOLOGY COMPANIES Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? No Yes Yes No Yes Apple Computer Benefits offered: medical/dental/vision benefits, mental health plans, prescription dr ug plan, employee assistance program, family leave, bereavement and sick leave, adoption assistance, child care resource and referral, fitness center, relocation benefits Benefits not offered: life insurance Summary: Apple’s policy covers many health and non-health benefits, and the company does not require that enrollees provide proof of their relation, such as documentation of financial interdependence or mutual residence. However, the policy covers same-sex domestic partners only, and a waiting period of six months is mandated between partnerships. And the children of domestic partners are only covered if they are dependents of the employee. Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? No Yes Yes No Yes Lotus Development Corporation Benefits offered: bereavement and sick leave, relocation benefits, expatriate assignments, medical benefits, dental care, vision and hearing coverage Benefits not offered: unknown Summary: Lotus’ policy, one of the first in the private sector, includes a variety of company benefits and does not require proof of relationship. However, only same-sex partners are covered, and there is an extensive, twelve month waiting period between domestic partnerships. The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 51 Oracle Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? No Yes Yes No Yes Benefits offered: medical, dental and vision plans Benefits not offered: life insurance, disability coverage, or any other ORACLE flex plan benefits Summary: Oracle’s DP policy includes same-sex partners only. A six to twelve month waiting period is required between DPs (depending on insurance plans). The affidavit requires that partners swear that they would marry if the option became available, and that DP benefits would be revoked if same-sex marriage became legal. Hence, the policy explicitly establishes marriage as the most desirable family structure. Lastly, domestic partners cannot access certain benefits. Sun Microsystems Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? Yes Yes Yes No Yes Benefits offered: health care benefits, f lexible spending accounts for health care, non-health benefits, COBRA coverage Benefits not offered: unknown Summary: Sun Microsystems’ policy includes same- and opposite-sex partners and does not require proof of relationship. The benefits offered seem extensive and equivocal as well. Yet, while other employees can enroll new spouses for benefits between company enrollment periods, domestic partners can only be added during these designated enrollment times. The NGLTF Domestic Partnership Organizing Manual 52 A P P E N D I X Apple Computer Domestic Partner Affidavit Employee Name Div. No. Dept. No. Date Employee Number Social Security No. Mail Stop Telephone Number E-mail Address Before enrolling your Domestic Partner on the AppleWeb, complete this form and send it to the Benefits Department. Your Domestic Partner’s children can be covered as dependents under the Apple plans if you claim them as dependents on your federal income tax. To enroll them, use the AppleWeb. I certify that the person named below is my domestic partner of the same sex with whom I live in an exclusive committed relationship. Partner’s Name Partner’s Social Security Number Partner’s Birthdate Effective Date of Partnership We are both at least 18 years of age and mentally competent to enter into a contract. Neither of us is married to another person, nor are we related in any way which would prevent a marriage in the state in which we reside. We are financially interdependent; each has agreed to be responsible for the expenses and financial obligations of the other. We agree to notify Apple Benefits if this partnership terminates within thirty-one (31) days of the event by making a Family Status Change form on the Apple Web. For benefit purposes, no new partnership can be declared for a period of six months after termination of a prior domestic partnership, unless the prior domestic partnership terminated by reason of death. I understand that falsely certifying eligibility or failing to notify Apple if we dissolve our status as domestic partners could result in disciplinary action, up to and including termination. I also understand that the cost of providing benefits to my partner is considered taxable to me. Employee Signature Date The NGLTF Domestic Partnership Organizing Manual APPENDIX 53 Lotus Development Corporation The NGLTF Domestic Partnership Organizing Manual 54 A P P E N D I X The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 55 Oracle The NGLTF Domestic Partnership Organizing Manual 56 A P P E N D I X The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 57 Sun Microsystems The NGLTF Domestic Partnership Organizing Manual 58 A P P E N D I X FINANCE & INSURANCE COMPANIES Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? No Yes Yes Yes Yes American Express Benefits offered: medical benefits, dental care, vision plan, other non-health benefits Benefits not offered: some HMOs, COBR A Summary: The American Express policy covers same-sex partners only and requires that the partnership exist for six months before benefits can be accrued. Also, proof of mutual residence and financial interdependence is required along with the affidavit. Moreover, to obtain coverage for a domestic partner’s dependent child(ren), proof of parental status and residence must be provided. The company has not chosen to extend COBRA-like benefits to domestic partners, and not all health plans are available. Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? Yes Yes Yes No Yes Bank America Benefits offered: medical benefits, dental care, vision plan, other non-health benefits Benefits not offered: unknown Summary: Bank America’s policy was one of the first to expand the domestic partner definition to include other non-romantic adults. However, Bank America requires that these adults qualify as employee dependents (according to the IRS) and not be over 65 years of age. An affidavit is required, but no proof of relationship is necessary. There is also a six month length of relationship mandate. Still, the policy, with its expanded definition and therefore coverage, receives high marks. The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 59 Hartford Insurance Company Same and opposite sex partnerships? Depends Children of domestic partner covered? Yes Employer requires signed affidavit? Yes Partners required to show proof of relationship? No Waiting period or required length of DP? Yes Benefits offered: medical benefits, dental care, spouse or child life benefits, accidental death and dismemberment dependent coverage Benefits not offered: unknown Summary: Hartford Fire Insurance Company offers benefits to same-sex domestic partners only, whereas Hartford Life Insurance Company covers same- and opposite-sex partners. Proof is not required in conjunction with the affidavit. There is a required waiting period of six months between registered domestic partnerships. John Hancock Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? No Yes Yes No Yes Benefits offered: medical benefits, dental care, vision care, long-term care, COBRA, child care benefits, personal leave, bereavement le ave, adoption benefits Benefits not offered: flexible spending account reimbursement, pension benefits, others unknown Summary: John Hancock’s policy has several quirks. For instance, if dental care is not selected upon initial benefits registration, the domestic partner and his/her children must wait three calendar years before being able to elect these benefits. The policy covers same-sex partners only, and the relationship must have existed for six months prior to filing for benefits. And employees must wait twelve months after terminating a partnership before they can file another. Merrill Lynch Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? Yes Yes Yes No Yes Benefits offered: medical benefits, dental plan, some HMOs, bereavement, medical and family leave, relocation services Benefits not offered: unknown Summary: Merrill Lynch’s policy, like Bank America’s, includes adult dependents (according to IRS definitions) as well as domestic partners. However, the Merrill Lynch policy requires that the employee and partner or adult dependent reside together for at least one year prior to receiving benefits. The NGLTF Domestic Partnership Organizing Manual 60 A P P E N D I X American Express The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 61 The NGLTF Domestic Partnership Organizing Manual 62 A P P E N D I X The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 63 Bank America The NGLTF Domestic Partnership Organizing Manual 64 A P P E N D I X The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 65 Hartford Insurance Company AFFIDAVIT OF DOMESTIC PARTNERSHIP We, and (employee - print name) (domestic partner - print name) each certify and declare that we are domestic partners in accordance with the following criteria: • We affirm that this domestic partnership began on or about / / . • We are each other ’s sole domestic partner, and we intend to remain so indefinitely. • Neither of us is married to or legally separated from anyone else. • We are both at least eighteen (18) years of age and mentally competent to consent to a contract. • We are not related by blood to a degree of closeness that would prohibit legal marriage in the state in which we legally reside. • We cohabit and reside together in the same residence and intend to do so indefinitely. • We are engaged in a committed relationship of mutual caring and support and are jointly responsible for our common welfare and living expenses. • We are not in this relationship solely for the purpose of obtaining benefits coverage. We attest to the following: • We have an obligation to notify The Hartford by filing a Declaration of Termination of Domestic Partnership if there is any change in our domestic partnership status as attested to in this Declaration that would terminate Declaration (e.g., due to the death of a partner, a change in residence of one partner, termination of the relationship, etc.). • We understand that termination of this coverage (obtained as a result of completion of this Declaration) will be effective on the last day of the month following the month in which the domestic partnership terminated, providing coverage has not otherwise terminated due to standard policy provisions. The NGLTF Domestic Partnership Organizing Manual 66 A P P E N D I X • We understand that any person or company who suffers any loss due to any false statement contained in this Declaration may bring civil action against either or both of us to recover their losses, including reasonable attorney’s fees. • We have provided the information in this Declaration for use by The Hartford’s Employee Benefits Department for the sole purpose of determining our eligibility for domestic partner benefits. No third parties shall have any rights under this declaration. • We affirm, under penalty of perjury, that the assertions in this Declaration are true to the best of our knowledge. Potential Property Implications: Please be advised that some courts have recognized non-marriage relationships as the equivalent of marriage for the purposes of establishing and dividing joint property, income and assets. Tax Implications: Under current law, health benefits provided to an employee’s domestic partner (or to a dependent(s) of the employee’s domestic partner), who does not qualify as a spouse or dependent in accordance with IRS rules, are taxable to the employee as wages and subject to applicable tax withholding. The taxable amount is excess of the fair market value of the medical and dental plan coverage over the amount paid by the employee. Employee Signature Date Domestic Partner Signature Date The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 67 John Hancock The NGLTF Domestic Partnership Organizing Manual 68 A P P E N D I X The NGLTF Domestic Partnership Organizing Manual APPENDIX 69 The NGLTF Domestic Partnership Organizing Manual 70 A P P E N D I X Merrill Lynch Questions & Answers on Qualified Adult Health Coverage (For U.S. Employees Only) The attached letter announces an enhancement to the Merrill Lynch Health Care Program, which expands dependent eligibility under most available plans, including the Merrill Lynch Medical Plan, the Merrill Lynch Dental Plan, and most HMOs. Beginning January 1, 1999, eligible employees can cover either their spouse or one other qualified adult member of their household. Qualified adult means a domestic partner of the same or opposite sex, or an extended family member who lives with you and who meets the definition of a dependent under the Internal Revenue Code. This change means you can cover up to one adult (your spouse or a qualified adult) in addition to yourself. The following questions and answers were developed to held you better understand this new coverage. If eligible, you can enroll a qualified adult under most of the Medical Program options and the Dental Plan during the annual enrollment period in October 1998. You will receive more information at that time. Q: What does Merrill Lynch mean by a qualified adult? A: For the purposes of coverage under the Merrill Lynch Health Care Program, a qualified adult may either be a domestic partner(same or opposite sex) or an extended family member. Q: What is Merrill Lynch’s definition of a domestic partner? A: To meet eligibility requirements as a same- or opposite-sex domestic partner under the Merrill Lynch Health Care Program, you and your domestic partner must: • Be age 18 or older; • Have lived together for at least one year, and have an exclusive, committed relationship; • Be mutually responsible for each other’s welfare on a continuing basis; • Not be related to each other; and • Not be legally married to anyone else. The NGLTF Domestic Partnership Organizing Manual APPENDIX 71 Q: What is Merrill Lynch’s definition of an extended family member? A: To meet eligibility requirements as an extended family member under the Merrill Lynch Health Care Program, the person must: • Be at least 18 and under age 65; • Meet the definition of a tax dependent as defined by the Internal Revenue Code; • Be related to you as a: - child, stepchild, grandchild, great-grandchild. - son-in-law, daughter-in-law. - parent, stepparent, parent-in-law. - brother, sister, half brother/sister, stepbrother/sister, brother/sister-in-law. - aunt, uncle, nephew, niece, if related by blood. • Have lived with you as a dependent for all of the current year and remain a member of your household during the period covered. This means to be eligible for coverage in 1999, your extended family member must have lived with you during all of 1998. Q: Why is there a distinction between a domestic partner and an extended family member? A: This distinction exists because of the way current tax law requires Merrill Lynch to treat the value of benefits provided by the company to a domestic partner. For example, if you cover your spouse, an extended family member, or a domestic partner who satisfied the definition of a tax dependent, there is no additional taxable income. However, if your domestic partner does not satisfy the definition of a tax dependent under the Internal Revenue Code, the company is required to report the value of your domestic partner’s health care coverage which is paid by Merrill Lynch as taxable income to you. Q: How do I know if a qualified adult satisfies the definition of a tax dependent under the Internal Revenue Code? A: The eligibility requirements can be very complex, and we recommend that you consult a tax professional for advice on your personal situation. However, in general, a qualified adult (domestic partner or extended family member) may satisfy the eligibility requirements of a tax dependent under the Internal Revenue Code if all of the following criteria are met: • You provide more than 50% of the financial support for this individual; • The individual lives with you for the entire calendar year (for tax purposes, this requirement only applies to domestic partners); • The individual is a citizen or resident of the United States; and • Your relationship is not in violation of any local laws. The NGLTF Domestic Partnership Organizing Manual 72 A P P E N D I X Q: What will be the cost of medical and dental coverage for a qualified adult? A: You will pay the same amount for coverage as you would pay for other eligible dependents. However, if your domestic partner does not satisfy the definition of tax dependent under the Internal Revenue Code, monthly contributions will be deducted from your pay on an after-tax basis. Additionally, Merrill Lynch is required to report the value of the company-paid portion of any medical and dental coverage as taxable income to you. Q: When can I enroll a qualified adult for coverage? A: Eligible employees can enroll a qualified adult as a dependent during the annual enrollment period, which will be held during October 1998. Coverage for a qualified adult enrolled during this period will begin on January 1, 1999. Q: Can I enroll myself, my spouse, and a qualified adult under the plan? A: You can elect coverage for only one adult in addition to yourself and any eligible dependent children. So, if you are married, you can elect adult coverage for either you plus your spouse or you plus a qualified adult. Q: Can I select from all Medical Program options for qualified adult coverage? A: You will generally be eligible to enroll a qualified adult (domestic partner or extended family member) under the Medical Program options available to you. However, at this time, certain HMOs do not provide coverage for a qualified adult. More information on the specific coverage options will be available during the annual enrollment period in October. Q: Why is Merrill Lynch enhancing the definition of eligible dependents under the health care program? A: Merrill Lynch believes it is important to meet the different needs and cultures within our organization and build an environment that is inclusive, fair, and respectful. We are committed to making Merrill Lynch the best place to work, and as a result we review our human resources policies and programs on an ongoing basis to ensure they are competitive, consistent with our Principles, and meet the needs of our employees. Q: Why can’t I enroll an extended family member who is 65 or older? A: This enhancement which expands dependent eligibility is being introduced to provide coverage to individuals who otherwise would not have the opportunity to enroll for health care coverage. Individuals who are 65 and older generally are eligible for Medicare. The NGLTF Domestic Partnership Organizing Manual APPENDIX 73 ENTERTAINMENT & MEDIA COMPANIES Fox Inc. Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? No Yes Yes Yes Yes Benefits offered: health insurance, COBRA Benefits not offered: unknown Summary: Fox’s policy, based on the Hollywood Supports DP model, includes the children of domestic partners and COBRA-like benefits continuation. And while Fox imposes a six month waiting period between DPs, the same waiting period is required for marriages. Also, proof of relationship is requested from domestic partners as well as spouses. Los Angeles Philharmonic Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? Yes Yes Yes Yes Yes Benefits offered: health insurance Benefits not offered: COBRA, others unkno wn Summary: The LA Philharmonic’s DP policy covers same- and opposite-sex partners as well as dependent children. However, proof of financial interdependence, mutual residency and municipal registration are required with the signed affidavit. Also, the partnership must be registered with the Philharmonic for one year before benefits can be granted. The Philharmonic does not choose to extend benefits continuation to domestic partners and their children. National Public Radio Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? Yes Yes Yes Yes Yes Benefits offered: health insurance Benefits not offered: COBRA (reportedly under consideration), others unknown The NGLTF Domestic Partnership Organizing Manual 74 A P P E N D I X Summary: NPR’s policy does include same- and opposite-sex partners as well as their children. However, NPR requires that domestic partner present proof of the relationship as well as documentation of DP registration where possible. Moreover, NPR states that partnerships must exist for six months prior to qualifying for benefits enrollment. Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? No Yes Yes No Yes The New York Times Benefits offered: bereavement, sick and medical leave, health insurance Benefits not offered: unknown Summary: The New York Times’ policy does not require that partners provide proof of financial interdependence or residency upon completing the affidavit. However, the policy covers only same-sex couples and requires that partnerships exist for at least twelve months before benefits can be accrued. Also, a twelve month waiting period is imposed between termination of one partnership and registration of another. Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? Yes No Optional No Optional The Village Voice Benefits offered: medical, dental and hospitalization benefits Benefits not offered: unknown Summary: The Village Voice gives domestic partners two options when enrolling for benefits coverage: they may either register their partnership with the City of New York or complete The Village Voice’s affidavit, which requires the relationship to have existed for one year but does not require proof. Hence the waiting period can be avoided. The policy overall is quite good, yet it does not cover the dependent children of domestic partners and is therefore not perfect. The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 75 Fox Inc. The NGLTF Domestic Partnership Organizing Manual 76 A P P E N D I X The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 77 The NGLTF Domestic Partnership Organizing Manual 78 A P P E N D I X Los Angeles Philharmonic The NGLTF Domestic Partnership Organizing Manual APPENDIX 79 The NGLTF Domestic Partnership Organizing Manual 80 A P P E N D I X The NGLTF Domestic Partnership Organizing Manual APPENDIX 81 National Public Radio The NGLTF Domestic Partnership Organizing Manual 82 A P P E N D I X The NGLTF Domestic Partnership Organizing Manual APPENDIX 83 The NGLTF Domestic Partnership Organizing Manual 84 A P P E N D I X The New York Times The NGLTF Domestic Partnership Organizing Manual APPENDIX 85 The NGLTF Domestic Partnership Organizing Manual 86 A P P E N D I X The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 87 The Village Voice The NGLTF Domestic Partnership Organizing Manual 88 A P P E N D I X UNION OR MEMBERSHIP ORGANIZATIONS Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? Yes Yes Yes Yes Yes AFL-CIO Benefits offered: medical expense coverage, bereavement and sick leave Benefits not offered: COBRA or other extension of benefits provisions Summary: The American Federation of Labor - Congress of Industrial Organizations (AFL-CIO) groups insurance rider for DP benefits is rather restrictive. The policy requires that (a) the partnership exist for at least one year prior to benefits registration, (b) six months pass before the registered partner can obtain benefits, and (c) one year pass between the termination of one partnership and the registration of another. Beyond these limitations, the policy also requires that employees submit proof of in accordance with the affidavit. Still, the policy does include same- and opposite-sex partners as well as their dependent children. Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? No Yes Yes Yes Yes AFSCME Local 57 Benefits offered: all health care benefits plans available to spouses and dependent children except for life insurance benefits Benefits not offered: life insurance benefits Summary: The American Federation of State, County and Municipal Employees UCSF Stanford Health Care agreement includes only same-sex partnerships and requires that the relationship be in existence for six months prior to qualifying for benefits. However, children of the domestic partner are covered, and the benefits are offered to domestic partners and their children are almost equal to those offered to spouses and employee children. Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? Yes No Yes No Yes American Association of University Professors Benefits offered: annual subsidy of $2800 [“the difference between health insurance coverage for single employees and coverage for two parties (husband-wife)” The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 89 Benefits not offered: unknown Summary: The AAUP has found a viable way of providing DP benefits without an insurance provider’s assistance; their policy provides $2,800 for DPs to cover the cost of individual insurance. While not ideal, the policy is a fair and reasonable one for smaller employers or employers who cannot get insurance which will cover DPs. Beyond this, while same- and opposite-sex partners are included and no proof is required with the affidavit, partners’ children are not included, and there is a one year waiting period imposed between registering DPs. American Psychological Association Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? Yes Yes Yes No Yes Benefits offered: medical benefits, dental coverage, dependent life insurance, COBRA, outpatient mental health care, family and bereavement leave Benefits not offered: unknown Summary: The APA covers same- and opposite-sex partners and their children and does not require proof or relationship. However, employees must wait one year between DPs. The APA is noteworthy for having revised it’s outpatient mental health benefits policy; while a six month waiting period was originally required before registered partners could participate in the mental health program, the policy was revised and the waiting period abolished. This illustrates the ability of employers to review their policies and eliminate discrimination or disparity where it exists. EquityLeague Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? Yes No Yes Yes Yes Benefits offered: eligibility for self-pay health coverage on the same basis as current dependent coverage Benefits not offered: unknown Summary: Under the Actor’s Equity-League policy, a partnership must be in existence for six months in order to qualify for benefits registration. While same- and opposite-sex partners are covered, the affidavit requires proof of relationship. Also, children of partners are not covered. If possible, partners must also register with a municipality. The NGLTF Domestic Partnership Organizing Manual 90 A P P E N D I X AFL-CIO The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 91 The NGLTF Domestic Partnership Organizing Manual 92 A P P E N D I X The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 93 The NGLTF Domestic Partnership Organizing Manual 94 A P P E N D I X AFSCME Local 57 The NGLTF Domestic Partnership Organizing Manual APPENDIX 95 American Association of University Professors The NGLTF Domestic Partnership Organizing Manual 96 A P P E N D I X American Psychological Association The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 97 The NGLTF Domestic Partnership Organizing Manual 98 A P P E N D I X The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 99 Equity-League The NGLTF Domestic Partnership Organizing Manual 100 A P P E N D I X The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 101 The NGLTF Domestic Partnership Organizing Manual 102 A P P E N D I X COLLEGE & UNIVERSITY BENEFITS Academia and DP benefits have long been intertwined in the organizing arena. From a legal standpoint, many DP gains have been made in classrooms and on campuses. For instance, in the landmark 1995 case Tumeo v. University of Alaska, two employees of the university sued their employer to obtain benefits for their respective same sex partners. Because “marital status discrimination may be proved by showing that a person was denied benefits available only to employees who are of a different marital status,” the fact that the plaintiff same sex couples could not obtain a marriage license in Alaska was irrelevant. The court held “Discrimination against unmarried couples, even when they are of the same-sex, constitutes discrimination based on marital status.” Same sex partners of University of Alaska employees were therefore entitled to benefits if their married counterparts receive them.* Currently, about 100 colleges and universities now offer some version of these DP benefits to their campus populations. As in other arenas, the momentum for DP benefits on campuses is steadily growing. PUBLIC SCHOOLS VS. PRIVATE SCHOOLS Organizing Issues Colleges and universities are split into two categories: public and private. While their educational endgoals are similar, public and private schools are often organized quite differently. To some extent, those organizing for DP benefits in public colleges or universities should focus on the Public Sector Benefits section to strategize on working within the governmental structures which often control decision making and funding issues at these institutions (see page 40). Conversely, those organizing in private schools would be wise to look to the “Private Sector Benefits” section (see page 49), as private educational institutions often operate under a corporate structure. Public universities often have boards of directors or trustees which are appointed by the state governor or otherwise attached to the political arm of the government. Private universities are linked to the government primarily through the acceptance of federal or state funding as well as necessarily adhering to the tax and legal codes with which all businesses must comply, but the extent to which the government actively controls private universities is much more minimal. Beyond this delineation, both public and private schools are beholden to market the image of the education which they can provide, similar to a private corporation marketing its products. Additionally, both private and public schools desire to recruit and retain talented students, staff and faculty; and like companies in industries where job applicant pools are drying up, colleges often compete for the attention of students and teachers who consider a multitude of options for their academic futures. The arguments outlined in the “Organizing for Domestic Partnership Benefits” section of this manual relate to persuading employers, whether public universities or private colleges, that the adoption of DP benefits is both good for their images and good for business (see page 17). * From Daigle, Christopher (1997). White Paper in re: Domestic Partnership Benefits. Tulane University. The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 103 STUDENTS, FACULTY & STAFF: WORKING TOGETHER FYI... Intensive work in educating union leaders and University administrators was instrumental to the success of this endeavor. Over the course of six years, many meetings, skillful negotiations, campus activism, and an arbitration hearing ensued. In the end, the faculty union, an NEA affiliate, successfully negotiated the domestic partner benefits and the language was crafted as part of the Associated Faculties of the University of Maine contract. Shortly afterwards, the University extended DP benefits to all of its employees, surprisingly with very little negative response by the public. Maggie Fournier University of Southern Maine Sample Policies On college campuses, employees are not the only people involved in lobbying for DP benefits. Students are often involved in the process as well. Students have a vested interest in these benefits; they can take advantage of DP policies to enroll their partners in student health plans or live with their partners in student housing. At colleges and universities, the domestic partners of students, faculty and staff can use the campus library, enjoy recreational facilities, participate in special events, or benefit from tuition or bookstore discounts. The intersection of faculty, staff and student interests relating to DP benefits provides a unique intergenerational opportunity for these groups to work together outside of the classroom setting. UNION INVOLVEMENT It is important to note that university faculty and/or staff are often unionized and that union groups can often be instrumental in obtaining DP benefits for the larger employee population. For further information on union organizing and DP benefits, see the “Organizing for Domestic Partnership Benefits” section on page 17. Also, additional information on campus organizing can be found in NGLTF’s “Campus Organizing Manual.” The manual is available from NGLTF using the contact information provided on page 32 of this “Appendix.” This section examines DP benefits in the context of campuses, presenting sample policies from six universities and colleges around the US. They were collected by contacting universities and colleges of varying sizes and affiliations around the country. When crafting your own campus DP policy, you may wish to consider aspects of these models as guidelines or at least familiarize yourself with what schools comparable to yours have done. The NGLTF Domestic Partnership Organizing Manual 104 A P P E N D I X Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? Yes No Yes No No Carleton College Benefits offered: bereavement and sick leave, employee assistance program, bookstore discounts, use of facilities, attendance at school events, life insurance and retirement benefits recipient designation, health insurance (through cash equivalents) Benefits not offered: COBRA, tuition benefits Summary: Carleton College’s plan includes same- and opposite-sex couples, does not require domestic partners to prove their financial interdependence, and does not enforce a length of relationship requirement. However, the policy does not cover the children of domestic partners and does not include COBRA or tuition benefits. Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? Yes Yes No No Yes Middlebury College Benefits offered: all benefits offered to employee spouses and children are offered to domestic partners and their dependents Summary: Middlebury College has one enrollment form through which employees can designate spouses or domestic partners to receive benefits. While their definition for DP is still more stringent than for marriage, domestic partners can avoid the length of relationship requirement by attesting to financial interdependence. Proof of that interdependence is not required. Children of the domestic partner are covered, yet there is a six month waiting period imposed between partnerships. Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? No Yes Yes Yes Yes Northwestern University Benefits offered: bereavement and sick leave, health benefits, dental benefits, accidental death and dismemberment coverage, tuition benefits, flexible benefits reimbursement account for DP cost coverage, use of university facilities, listing in spouse section of university directory Benefits not offered: unknown Summary: Northwestern’s policy includes the children of domestic partners and a host of benefits are offered. However, the affidavit requires proof of relationship. Also, the policy covers same-sex partners only and requires a twelve month waiting period between DPs. Lastly, the policy requires partners to affirm that they would legally marry if that option became available to them, which many couples are opposed to doing. The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 105 Smith College Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? No Yes No No Yes Benefits offered: all benefits offered to spouses are available to domestic partners Summary: Smith College does not require a special affidavit for DP registration, nor is any proof of relationship required. Also, the benefits offered are extensive. However, only same-sex partners are recognized, and a DP must exist for at least one year prior to benefits enrollment. University of Minnesota Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? No Yes Yes No No Benefits offered: bereavement and sick leave, health care insurance, event attendance, credit union membership, library access, use of facilities, child care, tuition benefits, married student housing access Benefits not offered: unknown Summary: The University of Minnesota does not mandate a waiting period or proof of relationship to obtain DP benefits, and the children domestic partners are covered. However, only same-sex partners are included in the policy. University of New Mexico Same and opposite sex partnerships? Children of domestic partner covered? Employer requires signed affidavit? Partners required to show proof of relationship? Waiting period or required length of DP? Yes Yes Yes Yes Yes Benefits offered: bereavement and sick leave, health benefits, dental benefits, accidental death and dismemberment coverage, tuition reimbursement Benefits not offered: COBRA (due to state definitions/regulations) Summary: The University of New Mexico’s policy includes same- and opposite-sex domestic partners as well as their children, and partners are offered a wide range of benefits. However, the University of New Mexico policy requires a twelve month waiting period before benefits can be accrued. Additionally, partners must provide the University with a signed affidavit including proof of financial interdependence. The NGLTF Domestic Partnership Organizing Manual 106 A P P E N D I X Carleton College The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 107 The NGLTF Domestic Partnership Organizing Manual 108 A P P E N D I X The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 109 Middlebury College The NGLTF Domestic Partnership Organizing Manual 110 A P P E N D I X The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 111 The NGLTF Domestic Partnership Organizing Manual 112 A P P E N D I X The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 113 The NGLTF Domestic Partnership Organizing Manual 114 A P P E N D I X Northwestern University The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 115 Smith College The NGLTF Domestic Partnership Organizing Manual 116 A P P E N D I X University of Minnesota The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 117 University of New Mexico The NGLTF Domestic Partnership Organizing Manual 118 A P P E N D I X The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 119 PRIVATE EMPLOYERS OFFERING DOMESTIC PARTNERSHIP BENEFITS INCLUDING COMPANIES, NONPROFITS, AND UNIONS As the number of domestic partner benefits programs skyrockets, this list changes. The following list of private sector companies, nonprofits and unions with domestic partnership benefits policies is compiled from lists provided by other organizations, original research and company contacts. For additions or updates, please contact NGLTF at [email protected] or via the information provided on page 32 of this “Appendix.” Those employers marked with an asterisk (*) offer only non-health benefits, such as bereavement leave, to the domestic partners of eligible employees. Employer, Headquarters Location - Date Implemented Actor’s Equity Association, New York, NY Actor’s Fund of America Adamation Inc., Oakland, CA Adobe Systems, Sunnyvale, CA Advanced Micro Devices, CA/TX - July 1994 Advocate/Greenwich Times (Times Mirror) - 1998 Aetna Life Insurance Company, Hartford, CT - January 1, 1998 AFL-CIO, Washington, DC AFSCME, Councils 57, 82 & 829, Local 146 Allen Communication (Times Mirror) - 1998 Allina Health Systems Amalgamated Workers Union, Local 88 AMD American Association of University Professors American Automobile Association American Civil Liberties Union (ACLU) - 1983 American Cyanamid* American Express, New York, NY - August 1996 American Federation of Government Employees, Local 476/HUD American Federation of Teachers Staff Union - 1995 American Federation of Television & Radio Artists American Friends Service Committee, PA American Institutes for Research, Washington, DC American Lawyer Media American Library Association American Motors American President Lines - January 1996 American Psychological Association, Washington, DC - 1984 American Speech-Language-Hearing Association, Washington, DC - August 1996 American States Insurance, Indianapolis, IN Amherst H. Wilder Foundation Amoco Corp., Chicago, IL Amtrak Anderson, Kill, Olick & Oshinsky, NY Total: 570 Apple Computer Inc., Cupertino, CA - 1993 Archdiocese of San Francisco, CA Arent Fox Kintner Plotkin & Kahn, DC - 1995 Arizona Cable Arizona Public Service Ask/Ingress, San Mateo, CA Association for the Help of Retarded Children Atlantic Pictures, New York, NY - 1994 Atlantic Records, New York, NY - 1994 AT&T, Basking Ridge, NJ - May 1998 Autodesk, Inc., Sausalito, CA Avon Products B. Dalton (Barnes & Noble) Babbages (Barnes & Noble) Baltimore Sun (Times Mirror) - 1998 BankAmerica, San Francisco, CA - January 1, 1998 Bank of Hawaii, HI Bank Boston, MA Bankers Trust Barnes & Noble Booksellers - September 1995 Banyan Systems, Westboro, MA BARRA Inc., Berkeley, CA - 1995 Bay Area Quality Management District, San Francisco, CA Bay Area Rapid Transit (BART), CA - 1993 Bay Area Typographical Union Bay Networks BBN Advanced Computers, Inc. Beacon Journal, OH - June 1994 Bell Atlantic, NY - April 1998 Bell Canada Bell-Northern Research, Ontario, Canada Ben and Jerry’s Homemade, Inc., Waterbury, VT - 1989 Berkeley Systems Bergdorf Goodman - November 1998 Beth Israel Medical Center, New York, NY Black & Veatch Bloom, Hergott, Cook, Diemer & Klein The NGLTF Domestic Partnership Organizing Manual 120 A P P E N D I X Blue Cross and Blue Shield of Massacusetts, Boston, MA 1994 Blue Cross and Blue Shield of New Hampshire, NH Blue Cross HealthNet Bolt, Beranek & Newman, MA - 1996 Bon Marche, Seattle, WA Bookstar (Barnes & Noble) Bookstop (Barnes & Noble) Borders Books, Ann Arbor, MI Borland International, Scotts Valley, CA - 1992 Bose Boston Consulting Group, MA Boston Foundation, Boston, MA Boston Globe, MA Bostrom/Cybul Design Boston Hotel Worker’s Union, MA Bristol-Myers Squibb Bronson, Bronson & McKinnon Bureau of National Affairs, Washington, DC - May 1994 Business for Social Responsibility Cadence, San Jose, CA California Appellate Project, CA California Pacific Medical Center, San Francisco, CA California State Bar, CA - July 1995 Callaway Golf Cambridge Technology Partners, Inc., MA - 1994 Canada Post, Canada Canada Press, Canada Canadian Broadcasting System, Canada Canadian Union of Public Employees, Local 932, Ontario, Canada Capsoft (Times Mirror) - 1998 CareerPath (Times Mirror) - 1998 Catholic Charities Catholic Charities Celestial Seasonings, CO Centigram, Silicon Valley, CA Central Massachusetts Health Care, MA Charles Schwab & Co. Chevron Oil Company, San Francisco, CA - 1997 Children’s Hospital of Boston, MA - 1992 Chiron Corp., Emeryville, CA Chubb Corp. Cisco Systems City of Hope National Medical Center CMP Media Inc., Manhasset, NY Columbia University Clerical Workers, New York, NY Committee of Interns and Residents Staff, New York, NY Communications Management, Inc. Compaq Computer Corp. Computer Association International Computer Graphics, Inc. Conde Nast Publications Consumers Union, San Francisco, CA - 1995 Consumers United Insurance Company, Washington, DC Contra Consta Newspapers, Oakland, CA Cooley, Godword, Castro, Huddleson & Tatum Attorneys, San Francisco, CA Coors Brewing Company, Golden, CO - 1995 Coudert Brothers Council 82 (prison guards), NY Council on Foundations, Washington, DC Counseling Service of Addison County, VT Covington & Burlington, DC Crate & Barrel, Chicago, IL Cray Research* Creative Artist Agency Crum & Forster Insurance Co. Culinary Workers Union, Local 226, Las Vegas, NV CUNA Mutual Insurance Group, WI CWA Local 1085*, Gloucester County, NJ Dade Human Rights Foundation, FL Dana-Farber Cancer Institute, Boston, MA - 1995 David Sarnoff Research Center - 1995 Davis, Polk & Wardwell Dayton Hudson DC Nurses’ Association*, Washington, DC DEC-Belgium Debevoise & Plimpton, New York, NY - 1995 Democratic National Committee - July 1997 Dewey Ballantine, New York, NY - January 1996 Digital Credit Union, Maynard, MA Digital Equipment Corporation - July 1997 Director’s Guild of America Industry Health Fund Discovery Channel Disney/ABC, Inc. - October 1994 Donna Karan Dow Chemical* Dow, Lohnes & Albertson, DC - 1995 DreamWorks SKG, Los Angeles, CA - January 1996 DuPont*, DE E! Entertainment Television Eastern Mountain Sports*, Petersborough, NH Eastman Kodak, Rochester, NY - January 1997 Edison International Eddie Bauer Inc., Redmond, WA Egghead Software Electronic Data Systems Entertainment Radio Network Entex Episcopal Church of the United States Episcopal Diocese of Newark*, NJ - 1992 Episcopal Diocese of California, CA Estee Lauder Companies Fannie Mae, Washington, DC Farella, Braun & MArtel Federal Reserve Bank of New York, NY Federal Reserve Bank of San Francisco, CA Federal National Mortgage Association, Washington, DC Field & Stream (Times Mirror) - 1998 The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 121 Field Museum of Natural History, Chicago, IL Finnegan, Henderson, Farabow, Garrett & Dunner, Washington, DC - 1995 First Bank System* First Chicago Corporation*, Chicago, IL First-Tech Computer Focus Homes Incorporated Ford Foundation, New York, NY Forte Software Fox Inc., Los Angeles, CA - April 1996 Frame Technology, Boston, MA Fred Hutchinson Cancer Research, Seattle, WA Fried, Frank, Harris, Shriver & Jacobson, New York, NY 1994 Gap, Inc., San Francisco, CA Gardener’s Supply Co., Burlington, VT - 1991 Gay & Lesbian Advocates and Defenders (GLAD), Boston, MA Gay & Lesbian Alliance Against Defamation (GLAAD),New York, NY Gay & Lesbian Medical Association (GLMA) Gay & Lesbian Victory Fund, Washington, DC Genetech, San Francisco, CA Geocities George Meany Center Getty Grant Program, CA Gill Foundation, Denver, CO Glaxo Wellcome - 1995 Golden Rule, Indianapolis, IN Golf Magazine (Times Mirror) - 1998 Golston and Storrs, Boston, MA Greenberg, Glusker, Fields, Claman & Machtinger, CA February 1996 Greenpeace International, DC - 1989 Group Health Cooperative, Seattle, WA - 1994 Group Health, Inc. Gupta Corporation Harcourt Brace - November 1998 Harley-Davidson* Hartford Courant (Times Mirror) - 1998 Hartford Insurance Company Harvard Community Health Plans Hawaiin Electric Industries, Inc. Health Systems DesignCorp., Oakland, CA Health Partners, Bloomington, MN Hearst Corp. Hedges & Caldwell Heller, Ehrman, White & McAuliffe Hewitt Associates Hewlett-Packard Corporation, Palo Alto, CA - 1997 Hibernia Hill & Knowlton Hoechst-Celanese Holland & Knight National Law Firm, Tampa, FL - 1995 Hollywood Online (Times Mirror) - 1998 Home Shopping Network, St. Petersburg, FL Honeywell, Minneapolis, MN Hope National Medical Center Home Box Office (HBO), New York, NY - 1993 Horizons Foundation, CA Hotel and Restaurants Employees Union, Local 2, San Francisco, CA Howard, Rice, Canady, Nemerovski, Robertson & Falk, San Francisco, CA - 1993 Howrey & Simon, Washington, DC - 1995 Hubbard Farms Human Rights Campaign (HRC), Washington, DC - 1987 IATSE Local 16 IBM, New York, NY - September 1996 ICM Mortgage Corporation IDS Financial Services Imation Corporation Immunex, Madison, OH Informix, Menlo Park, CA - 1995 Innosoft International, Inc. Insurance Company of the West Intel, Santa Clara, CA - January 1997 Interleaf Inc., Boston, MA - 1993 InterMedia Partners International Brotherhood of Electrical Workers, Local 18, Los Angeles, CA International Data Corporation International Data Group (IDG), Framington, MA - 1993 Irell & Manella ICIS Pharmaceutical Group Itron Inc., Spokane, WA ITT Hartford, CT - 1997 Jackson Laboratory, Bar Harbor, ME James Irvine Foundation for the People of California, CA Jeppesen Sanderson, Inc. (Times Mirror) - 1998 Jerome Foundation, MN Jet Propulsion Laboratory - 1995 Jewish Board of Family and Children’s Services, NY - 1994 Jewish Communities Centers Association John D. and Catherine T. MacArthur Foundation, IL John Hancock Joyce Mertz-Gilmore Foundation, New York, NY JP Morgan & Co., New York, NY - December 1, 1997 Kaiser Permanente, Oakland, CA Kansas City Star, Kansas City, MO - 1995 Kaset International (Times Mirror) - 1998 Keynote Systems Inc. King & Spalding KQED/San Francisco, CA - 1994 Knight-Ridder - 1998 Kofax Image Products Krum & Forster Commercial Insurance Lambda Legal Defense & Education Fund - 1988 The NGLTF Domestic Partnership Organizing Manual 122 A P P E N D I X Latham & Watkins Law School Admissions Council Learning International (Times Mirror) - 1998 LeBoeuf, Lamb, Greene & MacRae, New York, NY Legal Aid Society, New York, NY Legal Services Corp.*, Des Moines, IA Lesbian and Gay Law Association of Greater New York (LeGal), NY - 1997 Levi Strauss & Co., San Francisco, CA - 1992 Lexington Herald-Leader, Lexington, KY Liberation Publication Inc. Liberty Mutual Insurance Group Life USA Holding Lighthouse for the Blind, Seattle, WA Lilenthal & Fowler, San Francisco, CA - 1988 Lincoln National Corp., Fort Wayne, IN - 1997 Livingston Enterprises, Inc. Los Angeles Gay & Lesbian Center, CA Los Angeles Philharmonic, CA Los Angeles Times (Times Mirror) - 1998 Lotus Development Corp., Cambridge, MA - 1991 LSI Logic, Milipitas, CA Lucas Films, Los Angeles, CA Lucent Technologies - 1998 Lundy Foundation, CO Maine Medical Center, Portland, ME Mark Hopkins Hotel, San Francisco, CA - 1994 Market News Service Mark Shale Clothing Mattel* Matthew Bender & Company, Inc. (Times Mirror) - 1998 MCA/Universal, Inc., Hollywood, CA - 1992 McCutchen, Doyle, Bornw & Enersen McGraw-Hill Companies, Hightston, NJ McKinsey & Co. - 1997 Merrill Lynch, New York, NY - August 1998 Metro-Goldwyn-Mayer Inc. (MGM), Hollywood, CA - 1996 Miami Herald/El Nueva Herald - 1998 Microsoft Corporation, Redmond, WA Milbank, Tweed, Hadley & McCloy, New York, NY - 1992 Millenium Global Inc., Clearwater, FL Minnesota Communications Group, MN - 1992 Minnesota Public Radio, MN Minnesota Star-Tribune Newspapers, MN Mintz, Levin & Ferris, Boston, MA Mitretez Systems, Inc. Mobil Corp., Fairfax, VA Monitor Co. Mosaix, Redmond, WA Monsanto Co., St. Louis, MO - 1997 Montefiore Medical Center, New York, NY - 1991 Montreal Bank, Canada Morning Call (Times Mirror) - 1998 Morrison & Foerster - 1993 Motion Picture Industry Health Plan Mosby-Year Book, Inc. (Times Mirror) - 1998 Mt. Sinai/NYU Hospital*, New York, NY Museum of Modern Art, New York, NY Musicians Union, Local 47 National Association of Socially Responsible Organizations National Center for Lesbian Rights, San Francisco, CA National Conference for Christians & Jews National Gay and Lesbian Task Force Policy Institute (NGLTF), Washington, DC - 1992 National Grocers Association National Health and Human Service Employees Union, 1199, NY National Organization for Women, Washington, DC National Public Radio (NPR), Washington, DC - 1993 National Treasury Employees Union* Nature Conservancy, Washington, DC NCR Corporation Netopia Inc., Alameda,CA Nevada Bell New England Medical Center NewscorpInc. Newsday (Times Mirror), 1998 New York Life & Annuity*, New York, NY New York Times, New York, NY New York United University Professions, NY NEXT Computer, Redwood City, CA Nieman Marcus - November 1998 Nike Inc., OR Northern States Power Co., Minneapolis, MN - January 1995 Northern Telecom, NC - 1994 Northwest Airlines* Novartis Pharmeceutical Corp. Novell Corporation, UT/CA - 1994 NW Ayer PR NYNEX, NY - January 1996 Oakland Children’s Hospital, Oakland, CA Octel America Inc. O’Melveny & Myers Oil, Chemical & Atomic Workers, several local unions OneWave Inc. Open Society Institute, New York, NY Oracle Systems Corp., Redwood, CA Organic Online, San Francisco, CA - November 1996 Orrick, Herrington & Sutcliffe, San Francisco, CA - 1993 Outdoor Life (Times Mirror) - 1998 Pacific Bell Pacific Corp., UT Pacific Enterprises, Los Angeles, CA Pacific Gas & Electric National* - 1997 Pacific Mutual Life* Pacific Stock Exchange Pacific Sun Newspaper, Mill Valley, CA Pacific Telesis Group - 1999 PacifiCare, CA The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 123 PacifiCorp Paradigm Para Transit, Inc., Sacramento, CA Paramount Pictures, CA - January 1995 Park Nicolet Medical Center, MN - 1995 Patagonia Pathmark Supermarkets Patterson, Belknap, Webb & Tyler, New York, NY - 1995 Paul, Hastings, Jenofsky & Walker Paul, Weiss & Rifkind, New York, NY - 1995 PeopleSoft Inc. Petro Canada Pew Charitable Trust, Philadelphia, PA Philadelphia Newspapers Inc., PA Pillsbury, Madison & Sutro Pittsburgh Post-Gazette*, PA Planned Parenthood Federation of America, NY - 1990 Platinum Technology, Oakbrook Terrace, IL Polaroid*, Cambridge, MA Popular Science (Times Mirror) - 1998 Portland Cable Access Pride Foundation, Seattle, WA Principle Financial Group, Des Moines, IA Principle Mutual Life Insurance Professional Musicians Union, Local 47 Proskauer, Rose, Goetz & Mendelsohn, NY - 1994 Public Broadcasting System (PBS) Public Employees Federation (SEIU/AFT), NY Publishers Group West Qualcomm, San Diego, CA Quark, Inc., Boulder, CO Radius Reader’s Digest Association Recreational Equipment Inc. Red Lobster Reebok International Regions Hospital, St. Paul, MN Replacements, Ltd., Greensboro, NC - 1995 Research Triangle Park, NC Retail Store Employees Union, Local 410R-8FCS*, CA Reuters News Service Rhone-Poulenc Rhode Island Counseling Association Riggs National Corporation* Riordan & McKinzie Law Offices RJR Nabisco Holdings* Ropes & Gray Rosenfeld, Meyer & Susman Rush-Presbyterian-St. Luke’s Medical Center, Chicago, IL - 1998 Sacramento Para Transit, CA Saddleback Memorial Center Safeco, Seattle, WA Salt Water Sportsman (Times Mirror) - 1998 San Francisco 49ers, CA San Francisco Chronicle, CA San Francisco Examiner, CA San Francisco Giants, CA San Jose Mercury-News, CA Santa Cruz Operations, CA - 1992 Sarnoff SAS Institute, Inc., Cary, NC - 1994 Schiff, Harden & Waite, Chicago, IL - 1993 Schulte Roth, New York, NY - 1995 Screen Actor’s Guild-Industry Health Fund Scudder Kemper Investments, New York, NY Seagram Company Sears Inc., Canada Seattle City Light Co., WA Seattle Mental Health Institute, WA Seattle Public Library, WA Seattle Symphony Orchestra Seattle Times, WA - 1994 Segal & Associates The Segal Company, Boston, MA Shaw, Pittman, Potts & Trowbridge, Washington, DC - 1995 Shearman & Sterling, New York, NY - 1994 Shell Oil Co. Showtime Entertainment, New York, NY Sierra Club, San Francisco, CA - April 1995 Silicon Graphics Inc., Mountain View, CA - 1992 Skadden, Arps, Slate, & Meagher, New York, NY - January 1995 Ski Magazine (Times Mirror) - 1998 Skiing (Times Mirror) - 1998 Smith & Hawken Smith, Kettlewell Eye Research Snowboard Life (Times Mirror) - 1998 Software Etc. (Barnes & Noble) Sony Music Co.* Sony Pictures Entertainment, CA - October 1994 Southern California Edison Southern California Gas Co., CA Sporting News (Times Mirror) - 1998 Springs Industries Sprint Telecommunications, Dallas, TX St. Paul Companies, St. Paul, MN - January 1995 St. Petersburg Times, FL - May 1997 St. Vincent Hospital, Santa Fe, NM Starbucks Coffee Company, Seattle, WA Stein & Co., Chicago, IL Steptoe & Johnson, Washington, DC - 1995 Strong Memorial Hospital, Rochester, NY Sullivan & Cromwell, New York, NY - 1994 Sun Microsystems, Mountain View, CA Sunquest Information Systems - 1998 SuperMac Technologies, Sunnyvale, CA Swope Parkway Medical Center, Kansas City, KS Sybase Inc, Bekeley, CA The NGLTF Domestic Partnership Organizing Manual 124 A P P E N D I X Tambrands Tattered Cover Bookstore, CO TDS/CS, WI Teachers Insurance & Annuity Association Teamsters Local 70, Oakland, CA Tektronix* Tele-Communications Inc., CO Telemon Inc. Teradyne Inc., Boston, MA Territory Resource, WA Thinking Machines Company, Cambridge, MA Thomas Jefferson University Hospital, Philadelphia, PA Ticket Master Tides Foundation, CA Timberland, Myrtle Beach, SC Time Inc.*, New York, NY Time Warner* (corporate staff) - 1990 Times Mirror Training, Inc. (Times Mirror) - 1998 Today’s Homeowner (Times Mirror) - 1998 Toronto Dominion Bank, Canada Tower Records and Video Stores (MTS Inc.) Towers Perrin Townsend & Townsend & Crew, San Francisco, CA January 1, 1996 Trans America* Trans America Occidental Life* Transworld SNOWboarding (Times Mirror) - 1998 Tropicana, FL Union Bank of California, CA Union of American Hebrew Congregations Unitarian Universalist Association National Headquarters Unitarian Universalist Funding Program, Boston, MA United Church Board for Homeland Ministries (United Church of Christ) United Way of America United University Professors Universal Studios Inc., CA University of Pennsylvania Health Systems University Students Cooperative Association, Berkeley, CA UNUM Corp., ME The Urban Institute USA Network US BanCorp* US West, Inc., Edgewood, CO - 1998 Utah Power & Light, UT Wainwright Bank Walker Art Center*, Minneapolis, MN Walker, Richie, Quinn Walt Disney Corporation, CA - January 1996 Warner Brothers Pictures, Burbank, CA - 1993 Washington Post, Washington, DC Wells, Fargo & Company*, San Francisco, CA WGBH Public Television, Boston, MA - 1993 White & Case, New York, NY - 1995 Whitman-Walker Clinic, Washington, DC Whole Foods Market/Fresh Fields, New York, NY - June 1996 Wilder Foundation, MN - January 1995 Wild Oats Wiley, Rein & Fielding, Washington, DC - 1995 William Morris Agency - 1995 Woodward & Lothrop, Inc.*, VA Worcester Telegram, MA Working Assets Funding Service, San Francisco, CA WPWR Channel 50 Foundation, Chicago, IL WQED Radio, Pittsburgh, PA Writers Guild of America West, CA Writers Guild-Industry Health Fund, CA Wyatt Company, Washington, DC Xerox Corporation, Stamford, CT - 1995 Xerox Federal Credit Union Ziff Communications, New York, NY Ziff Davis Publications, New York, NY Veritas Software Corp. Vermont Girl Scouts Council, VT Viacom International, CA/NY Village Voice, New York, NY - 1982 Vinson & Elkins, Houston, TX - 1997 Visa International - January 1, 1998 Vision Services Plan Visioneer Wachtell, Lipton, Rosen & Katz, NY - 1994 The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 125 COLLEGES & UNVIERSITIES OFFERING DOMESTIC PARTNERSHIP BENEFITS As the number of domestic partner benefits programs skyrockets, this list changes. The following list of colleges and universities with domestic partnership benefits policies is compiled from lists provided by other organizations, original research and company contacts. For additions or updates, please contact NGLTF at [email protected] or via the information provided on page 32 of this “Appendix.” Those employers marked with an asterisk (*) offer only non-health benefits, such as bereavement leave, to the domestic partners of eligible employees. School, Location - Date Implemented Albert Einstein College of Medicine, New York, NY Antioch College, Yellow Springs, OH - 1995 American University, Washington, DC Amherst College, Amherst, MA Bowdoin College, ME Bradford College, ME - July 1994 Brandeis University, MA Brooklyn Law School, NY - 1995 Brown University, Providence, RI - May 1994 California Academy of Science, CA California Institute of Technology, CA - 1995 California Western, CA Carleton College, Northfield, MN - August 1994 Carnegie Mellon*, Pittsburgh, PA Castleton State College, VT Cazenovia College, NY Central Michigan University, MI Central State University, OH City University of New York, New York, NY Claremont College, CA Clark University, Worcester, MA Colby College, Waterville, ME - August 1993 College of Charleston, SC Colorado College, Colorado Springs, CO Columbia University, New York, NY Concordia University, WI Cornell University, Ithaca, NY Dartmouth College, Hanover, NH De Anza Community College, Cupertino, CA Denison University, Granville, OH Dickinson College, Carlisle, PA Duke University, NC - 1995 Eastern Connecticut State University, CT Eastern Michigan University, Ypsilanti, MI - March 1998 Emerson College, Boston, MA - March 1995 Emory University, Atlanta, GA - 1995 Florida International University, Miami, FL Foothill College, Los Altos Hills, CA General Theological Seminary* Georgia State University, Atlanta, GA Gettysburg College, PA Total: 141 Greensboro College, NC Grinnell College, IA - May 1994 Hamilton College, Clinton, NY - 1995 Harvard Law School, Cambridge, MA Harvard University, Cambridge, MA - May 1993 Harvey-Mudd College, Claremont, CA Hiram College, OH Hofstra University, Hempstead, NY Hunter College, New York, NY Illinois State University*, Normal, IL - September 1998 Indiana University, PA Iowa State University, IA Ithaca College, NY Johns Hopkins University, Baltimore, MD - October 1998 Julliard School of Music, New York, NY Kenyon College*, OH Massachusetts Institute of Technology, Cambridge, MA - April 1993 Mary Washington College, Fredericksburg, VA McKenna College, Claremont, CA Michigan State University, MI - 1998 Middlebury College, VT - September 1993 Mission College, Santa Clara, CA Moorehead State University, MN Mount Holyoke College, Holyoke, MA Muhlenberg College, Allentown, PA New York Institute of Technology, NY New York Law School, New York City, NY - 1995 New York University, New York City, NY New York University Law School, New York City, NY North Dakota University, Grand Forks, ND Northeastern University, Boston, MA - 1994 Northern Michigan University, Marquette, MI Northwestern University, Chicago, IL - 1995 Oberlin College, OH - April 1992 Occidental College, Los Angeles, CA - 1995 Ohio State University, Columbus, OH Old Dominion University*, VA Oregon Health Sciences University, Portland, OR Oregon State University, Corvalis, OR Pine Manor College, MA The NGLTF Domestic Partnership Organizing Manual 126 A P P E N D I X Pitzer College, Claremont, CA Pomona College, Claremont, CA Princeton University, NJ Reed College*, OR Rider University, NJ Rochester Institute of Technology, NY Rockefeller University Rush University, Chicago, IL - 1998 Sarah Lawrence College, Bronxville, NY - 1995 Scripps Research Institute, Claremont, CA Simmons College, Boston, MA Smith College, Northampton, MA Southern Illinois University, Carbondale, FL Southwestern University School of Law, Los Angeles, CA - June 1995 Springfield College, MA - 1995 Stanford University, CA - 1993 SUNY Canton, NY SUNY Cortland, NY SUNY New Paltz, NY SUNY Purchase, NY SUNY Stonybrook, NY Swarthmore College, PA Syracuse University, NY - 1995 Teachers College at Columbia University, NY Thomas Jefferson University and Hospital, DC - January 1995 Trinity College, CT Tufts University, Boston, MA Union Theological Seminary, New York, NY University of Alaska - 1997 University of California, CA - November 1997 University of Chicago, IL - 1993 University of Colorado, Boulder, CO University of Denver, CO - October 1995 University of Illinois, IL University of Iowa, Iowa City, IA - January 1993 University of Maine, ME - September 1996 University of Michigan, Ann Arbor, MI - 1994 University of Minnesota, Minneapolis, MN - October 1993 University of New Mexico, Albuquerque, NM - October 1994 University of Oregon, Eugene, OR University of Pennsylvania, Philadelphia, PA - July 1994 University of Pittsburgh*, PA University of Rochester, NY University of Southern California, CA University of Tampa, FL University of Texas University of Vermont, Burlington, VT University of Washington* (non-health benefits only except for DP access to student health plans), Seattle, WA - May 1997 University of West Virginia*, Morgantown, WV University of Wisconsin* (non-health benefits only except for DP access to student health plans), Madison, WI Washington State University, Pullman, WA Washington University, St. Louis, MO - July 1994 Wayne State University, Detroit, MI - Septmeber 1995 Wellesley College, MA - August 1994 Wesleyan University, Middletown, CT West Chester University, PA William and Mary College, Williamsburg, VA Williams College, Williamstown, MA Wright State University, Dayton, OH Yale University, CT The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 127 STATES & MUNICIPALITIES OFFERING DOMESTIC PARTNERSHIP BENEFITS As the number of domestic partner benefits programs skyrockets, this list changes. The following list of government employers with domestic partnership benefits policies is compiled from lists provided by other organizations, original research and company contacts. For additions or updates, please contact NGLTF at [email protected] or via the information provided on page 32 of this “Appendix.” Those employers marked with an asterisk (*) offer only non-health benefits, such as bereavement leave, to the domestic partners of eligible employees. Region - Date Implemented STATES Delaware* - January 1992 Hawaii - 1997 Massachusetts* - Executive order covers gubernatorial appointees only New York - January 1995 The Civil Service Employees Association, representing most but not all New York State public employees, reached an agreement to include domestic partnership benefits in its new contract. Oregon - April 1998 Vermont - August 1994 CITIES Alameda County, CA* Albany, NY - 1994 Ann Arbor, MI - August 1992 Arlington County, VA - July 1, 1997 Atlanta, GA - August 1993 Baltimore, MD - January 1994 Berkeley, CA - December 4, 1984 Berkeley Unified School District, CA Bloomington, IN - March 1997 Boston, MA -In 1993 non-health benefits were extended. In 1998, health benefits were granted by mayoral executive order. Private citizens filed suit and the court ruled against DP benefits. The case is currently being appealed. Boulder, CO Brewster, MA Brookline, MA* - 1993 Broward County, FL - January 26, 1999 Burlington, VT - January 1993 Cambridge, MA - September 1992 Carroboro, NC Chapel Hill, NC - April 24, 1995 family and sick leave; May 1995 health benefits added Chicago, IL - March 1997 Total: 87 Corvalis, OR - 1990 Dane County, WI* Denver, CO - September 1996 Detroit, MI District of Columbia - 1992 - Each year since the D.C. Council passed the domestic partners law, Congress has attached amendments to the city's budget laws barring the city from using federal and D.C. funds for its implementation. East Lansing, MI - June 1993 Edmonds School District, WA Eugene, OR - July 1, 1998 Gloucester County, NJ* (government provides benefits to local union) Hartford, CT Iowa City, IA - August 1994 Ithaca, NY - August 1, 1990 Key West, FL - February 12, 1998 King County, WA - January 1993 Laguna Beach, CA - June 1990 Los Angeles, CA - March 1994 Los Angeles County, CA - December 19, 1995 Los Angeles Unified School District, CA Lower Merton School District, Ardmore, PA - June 7, 1996 Madison, WI* - August 1988 Madison Metropolitain School District, WI Marin County, CA - January 1997 Miami Beach, FL* - June 1998 Middlebury, VT - September 1995 Monroe County, FL - February 11, 1998 Multnomah County, OR - July 1, 1993 Nantucket, MA New Orleans, LA - June 1997 New York, NY - January 1994; Expanded July 1998 Oak Park, IL - April 18, 1994 Oakland, CA - June 1996 Olympia, WA - November 1994 Palo Alto, CA - 1996 Petaluma, CA Philadelphia, PA - Executive order June 7, 1996; Expanded May 7, 1998 The NGLTF Domestic Partnership Organizing Manual 128 A P P E N D I X Pima County, AZ - March 1998 Portland, ME Portland, OR - June 1994 Provincetown, MA Rochester, NY - April 1994 Sacramento, CA - October 1992 San Diego, CA - June 1994 San Francisco City and County, CA - July 1991 San Jose School District, CA* San Mateo County, CA - August 1992 Santa Barbara, CA - 1998 Santa Cruz City and County, CA - May 1986 Santa Monica, CA Seattle, WA - March 1990 Shorewood Hills Village, WI* Springfield, MA - April 1997 St. Paul, MN Takoma Park, MD - July 1, 1995 Travis County, TX* - October 1995 Tucson, AZ - April 28, 1997 Tumwater, WA - May 1996 Wayne County, MI West Hollywood, CA - February 1985 West Palm Beach, FL* - February 1992 OTHER United States Civil Service* United States Department of Housing (HUD)* United States Office of Personnel Management* The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 129 STATES & MUNICIPALITIES WITH DOMESTIC PARTNERSHIP REGISTRIES As the number of domestic partner registries skyrockets, this list changes. The following list of government domestic partnership registries is compiled from lists provided by other organizations, original re s ea rch and company contacts. For additions or updates, please contact NGLTF at [email protected] or via the information provided on page 32 of this “Appendix.” Region - Date Implemented STATES Hawaii - 1997 Massachusetts - September 1992 - Governor's Executive Order, for stateworkers, permits registration only for the purposes of bereavement leave and visitation rights in state prisons and hospitals. New York - Governor's Executive Order, for state workers, permits registration only for the purposes of bereavement leave and visitation rights in state prisons and hospitals. CITIES Albany, NY Ann Arbor, MI - November 1991 Atlanta, GA - June 1993 Atlanta's right to establish a domestic partnership registry was upheld by the Georgia Supreme Court in March, 1995. Atlanta et al. v. McKinney et al., 454 S.E.2d 517 (Ga. 1995). Austin, TX Berkeley, CA - October 1991 Boston, MA - December 1993 Boulder, CO Brookline, MA - September 1993 Broward County, FL - January 26, 1999 Cambridge, MA - September 1992 Carrboro, NC - October 11, 1994 Chapel Hill, NC - April 24, 1995 Davis, CA District of Columbia - April 1992 Each year since the D.C. Council passed the domestic partners law, Congress has attached amendments to the city's budget laws barring the city from using federal and D.C. funds for its implementation. East Lansing, MI - March 1991 Hartford, CT - June 1993 Iowa City, IA - November 1994 Ithaca, NY - August 1990 Laguna Beach, CA - June 1990 Long Beach, CA - March 18, 1997 Los Angeles, CA Madison, WI - August 1988 Total: 43 Marin County, CA Nantucket, MA New Orleans, LA - July 16, 1993 New York, NY - January 1993; Expanded July 1998 Oak Park, IL - October 1997 Oakland, CA - June 1996 Palo Alto, CA - December 1995 Philadelphia, PA - May 1998 Provincetown, MA - 1993 Rochester, NY - April 1994 Sacramento, CA - October 1992 San Francisco, CA - November 1990 Santa Barbara, CA Seattle, WA - September 6, 1994 St. Louis, MO - March 1, 1997 Travis County, TX West Hollywood, CA - February 1985 OTHER U.S. House of Representatives - December 1995 Members of the House and their staff now have the option of registering their same-sex partners as "significant others" for the purposes of House Rule 52, which prohibits them from accepting gifts from anyone besides family and personal friends. "Significant others" may be same-sex or opposite-sex. The NGLTF Domestic Partnership Organizing Manual 130 A P P E N D I X SAMPLE PROPOSAL FOR DOMESTIC PA RT N E R S H I P BENEFITS The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 131 The NGLTF Domestic Partnership Organizing Manual 132 A P P E N D I X SAMPLE EMPLOYEE INFORMATION SHEET The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 133 The NGLTF Domestic Partnership Organizing Manual 134 A P P E N D I X The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 135 The NGLTF Domestic Partnership Organizing Manual 136 A P P E N D I X KEY COURT CASES AFFECTING THE RIGHTS OF DOMESTIC PA RT N E R S Complied by Thomas F. Coleman Executive Director, Spectrum Institute The following is a summary of some of the leading appellate decisions affecting the rights of domestic partners. Some involve same-sex couples while the litigants in others involved unmarried opposite-sex relationships. The list is not intended to be comprehensive as it does not include, for example, decisions of state courts invalidating sodomy laws or state cases involving child custody, visitation, or adoption. UNITED STATES SUPREME COURT Bowers v. Hardwick, 478 U.S. 186 (1986) Federal Cases States, such as Georgia, have authority to enact criminal laws prohibiting consenting adults from committing sodomy in private, and such laws do not violate the federal constitutional right of privacy. UNITED STATES COURT OF APPEAL Markman v. Colonial Mortgage Co. (D.C. Cir. 1979) The federal fair lending act which includes marital status discrimination prohibits a lender from treating an unmarried couple differently than a married couple for purposes of joint credit. Rovira v. AT&T, 817 F.Supp. 1062 (S.D. N.Y. 1993) A private employer's refusal to provide death benefits to the unmarried partner of an employee does not violate any federal law, and state nondiscrimination laws may not attempt to regulate benefits governed by federal ERISA law. ALASKA SUPREME COURT Swanner v. Anchorage Equal Rights Commission, 874 P.2d 274 (Alaska 1994) A local housing law prohibiting marital status discrimination provides protection to unmarried couples, and the religious freedom clauses of state and federal constitutions do not give the right to a landlord to discriminate merely because landlord believes that unmarried cohabitation is a sin. State Appellate Cases University of Alaska v. Tumeo, 933 P.2d 1147 (Alaska 1997) The refusal of the university to provide health and other job benefits to domestic partners of its employees was illegal marital status discrimination in violation of the state's civil rights act. The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 137 CALIFORNIA SUPREME COURT City of Santa Barbara v. Adamson, 610 P.2d 436 (Cal. 1980) A city ordinance restricting the number of unrelated adults who may live together in a residential area zoned for single families violated the right of privacy in the state constitution which protects the right of "alternate" families to live together. Marvin v. Marvin, 557 P.2d 106 (Cal. 1976) It is not against public policy for courts to enforce cohabitation agreements made by unmarried couples pertaining to the distribution of their property when the relationship terminates, so long as sexual services are not the primary consideration for the agreement. Elden v. Sheldon, 758 P.2d 582 (Cal. 1988) An unmarried cohabitant who witnesses the death of her partner in an automobile accident may not sue the wrongdoer for emotional distress, although she could do so if she and her partner had been legally married. Smith v. Fair Employment and Housing Commission, 913 P.2d 909 (Cal. 1996) A state housing statute prohibiting marital status discrimination provides protection to unmarried couples, and neither the religious freedom clauses of state and federal constitutions, nor the religious freedom restoration act, gives the right to a landlord to discriminate merely because landlord believes that unmarried cohabitation is a sin. CALIFORNIA COURT OF APPEAL Hinman v. Department of Personnel Administration, 213 Cal.Rptr. 410 (1985) The state's refusal to provide dental benefits to the family partner of a state employee was not illegal discrimination on the basis of sexual orientation or marital status, nor did it violate the equal protection clause of the constitution. Dept. of Industrial Rel. v. Worker's Comp. Bd., 156 Cal.Rptr. 183 (Cal. App. 1979) An unmarried cohabitant who lived with and was partially dependent on an employee may recover worker's compensation survivor benefits when the employee dies from a work-related injury. COLORADO COURT OF APPEAL Ross v. Denver Dept. of Health, 883 P.2d 516 (Co. App. 1994) The refusal of the city to provide sick leave benefits to an employee who wanted to care for her same-sex domestic partner did not constitute sexual orientation discrimination, nor did it violate the equal protection clause of the constitution. GEORGIA SUPREME COURT City of Atlanta v. McKinney, 454 S.E.2d 517 (Ga. 1995) The City of Atlanta had authority to create a local public registry for domestic partners. The NGLTF Domestic Partnership Organizing Manual 138 A P P E N D I X Morgan v. City of Atlanta, __ S.E.2d __, 1997 WL 677314 (Ga. 1997) The City of Atlanta had authority to provide health and other benefits to the domestic partners of city employees, so long as the domestic partner is at least partially dependent on the employee. ILLINOIS SUPREME COURT Hewitt v. Hewitt, 394 N.E.2d 1204 (Ill. 1979) Illinois courts will not enforce cohabitation agreements made by unmarried couples because to do so would violate a state public policy promoting marriage. LOUISIANA SUPREME COURT Henderson v. Travelers Ins. Co., 354 So.2d 1031 (La. 1978) An unmarried cohabitant who lived with and was partially dependent on an employee may recover worker's compensation survivor benefits when the employee dies from a work-related injury. MASSACHUSETTS SUPREME COURT Reep v. Commissioner, 593 N.E.2d 1297 (Mass. 1992) An unmarried cohabitant is entitled to unemployment benefits when she quits her job in order to move to another area with an unmarried partner who was relocating his business. MINNESOTA SUPREME COURT State by Cooper v. French, 460 N.W.2d 2 (Minn. 1990) Unmarried couples are not protected from housing discrimination even though state law forbids "marital status" discrimination. Since another state law criminalizes unmarried cohabitation, the legislature could not have intended to protect unmarried couples from discrimination while at the same time criminalizing their cohabitation. MINNESOTA COURT OF APPEAL Lilly v. City of Minneapolis, 527 N.W.2d 107 (Minn. 1995) The City of Minneapolis lacked authority to grant job benefits to the samesex domestic partners of city employees, since state law authorizing cities to give job benefits defines "dependent" in a narrow manner which is limited to children and legal spouses. The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 139 NEW JERSEY SUPREME COURT Dunphy v. Gregor, 642 A.2d 372 (N.J. 1994) A person who witnesses the death of his or her unmarried partner may sue the wrongdoer for emotional distress so long as the couple was living together in a "familial relationship" even though they were not married to each other. NEW JERSEY SUPERIOR COURT, APPELLATE DIVISION Rutgers Council of AAUP v. Rutgers University, 689 A.2d 828 (N.J. Super.A.D. 1997) The university's refusal to extend job benefits to same-sex domestic partners of its employees did not constitute illegal discrimination on the basis of sexual orientation or marital status and was not unconstitutional. NEW YORK COURT OF APPEALS Braschi v. Stahl Associates, 543 N.E.2d 49 (N.Y. 1989) When the term "family" is used in a statute without definition, the term may include persons who are living together as a family unit even though they are not related by blood, marriage, or adoption. Baer v. Town of Brookhaven, 537 N.E.2d 619 (N.Y. 1989) A town ordinance prohibiting unrelated adults from living together in a residential area zoned for single-family use violated the due process clause of the state constitution. Morone v. Morone, 413 N.E.2d 1154 (N.Y. 1980) New York courts will enforce cohabitation agreements made by unmarried couples so long as the agreement is either in writing or is an explicit verbal agreement between the parties. NEW YORK SUPREME COURT, APPELLATE DIVISION Gay Teachers Assn. v. Board of Education, 585 N.Y.S.2d 1016 (N.Y. Supr. Ct. 1992) Teachers' complaint stated a cause for discrimination due to the employer's refusal to provide job benefits to the domestic partners of teachers. OHIO COURT OF APPEALS State v. Hadinger, 573 N.E. 2d 1191 (Ohio Ct. App. 1991) The court rules that a domestic violence statute which applies to “persons living as a spouse” applies to two persons of the same sex who are co-habitating or have co-habitated within the past year. The NGLTF Domestic Partnership Organizing Manual 140 A P P E N D I X OREGON COURT OF APPEALS Tanner v. Oregon Health Sciences University, __ P.2d __, 1998 WL 869976 (Or. Ct. App. Dec. 9, 1998) The court rules that extending important employment benefits like health coverage only to married state employees is unfair to workers who cannot legally marry, and violates the Oregon Constitution’s “equal privileges and immunities” clause. The court also ruled that the state law which bars discrimination on the basis of sex also prohibits sexual orientation discrimination. VIRGINIA SUPREME COURT Cord v. Gibb, 254 S.E.2d 71 (Va. 1979) The state could not deny a lawyer a license to practice law merely because she was living with a person of the opposite sex out of wedlock. WISCONSIN SUPREME COURT County of Dane v. Norman, 497 N.W.2d 714 (Wisc. 1993) A county ordinance which purported to protect unmarried couples from housing discrimination was invalid because it conflicted with the public policy of the state to promote marriage. WISCONSIN COURT OF APPEAL Phillips v. Wisconsin Personnel Commission, 482 N.W.2d 121 (Wisc. App. 1992) The state's denial of health insurance coverage to the domestic partner of a state employee did not constitute illegal discrimination on the basis of sex, sexual orientation, or marital status and was not unconstitutional. The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 141 THANK YOU TO COMMENTATORS AND EDITORS Andrew Sherman | Ilse de Veer | Tom Coleman Paula Ettelbrick | Cynthia Goldstein Rebecca Isaacs | Kerry Lobel | Betsy Gressler SPECIAL THANKS TO Hollywood Supports | Jason Riggs COLLEAGUES & Sheryl Robertson Ana de Give | Maggie Fournier | Grant Lukenbill THANKS TO POLICY INSTITUTE FUNDERS Gameworks Gilmour Fund Brook Glaefke David Goodhand & Vincent Griski Joyce Mertz Gilmore Foundation Billie Jean King Foundation Norman and Lyn Lear Foundation Albert A. List Foundation Amy Mandel & Katina Rodis Mandel Family Foundation NewPol Foundation New York Community Trust Open Society Institute Tina Podlodowski Paul Rapoport Foundation Allen Schuh Jeffrey Z. Slavin H. van Ameringen Foundation Ric Weiland DESIGN BY Sean Bumgarner EDITED BY Sarah Pettit | Urvashi Vaid The Policy Institute of the National Gay and Lesbian Task Force is a think tank dedicated to research, policy analysis, and strategic projects to advance the greater understanding and equality of lesbian, gay, bisexual, and transgendered people. The Policy Institute of NGLTF 121 West 27th Street, Suite 501 New York, NY 10001 (212) 604-9830 NGLTF National Headquarters 1700 Kalorama Road, NW Washington, DC 20009-2624 (202) 332-6483 http://www.ngltf.org Copyright © 1999 Sally Kohn and the NGLTF Policy Institute. This manual may not be reproduced in any format without written permission from NGLTF. The NGLTF Domestic Partnership Organizing Manual A P P E N D I X 143 The NGLTF Domestic Partnership Organizing Manual 144 A P P E N D I X
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