With EU contribution
Palermo, September 18th 2013
GOOD PRACTICES OF AGREEMENTS
Andrea Paterlini
Facilitator of the WG3 / Rapporteur
With EU contribution
to decode
Project
objective
ethics
Into
contracts
unilateral
declarations of ethical commitment
in the business
implications of negotiation
to translate the
- Spread the culture of the
matter;
- Offering operating
procedures for negotiation.
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With EU contribution
The project
STRUCTURE:
WG1
Codes of Conduct (unilateral)
KICKOFF
Lyon
WG2
Joint Declarations (IFAs, TFAs, …)
SUMMARY
Copenhagen
WG3
Transnational
Training
Course
Palermo
DIS
SE
MI
NA
TION
Good practices
31/1/2013
1/2/2013
18 09 2013
6/6/2013
7/6/2013
VP/2012/002/0092 – Palermo course – AP
17-19/9/2013
20/9/2013
3
With EU contribution
The WG3
Collection & Selection
of
Good agreements
WG3
Negotiated Agreements
OBJECTIVES:
between companies and unions that
Conform to IFAs / Codes of conduct
GOOD PRACTICES
EXIGIBLE RIGHTS !
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With EU contribution
The topic
from
to
unilateral
negotiated
Who have to sign?
What?
How?
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The task
With EU contribution
Concrete experiences will be analyzed :
main…
1) Italy Bank Social Partners Protocol on Sustainable and
Compatible Development of Banking System
(Rome, June 16, 2004)
2) EU Bank Social Partners Joint Statement on CSR
(Brussels, May 18, 2005)
3) Global Framework Agreement UNI Finance / Danske Bank Gr.
(Copenhagen, September 9, 2008)
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With EU contribution
DOCUMENTS collected
Level
Document
N.
Note
Company/Group
CSR Report 2012
4
Danske Bank Group, Nykredit, Nordea, Middelfart Sparekasse
Group
UN Global Compact 2012
1
Danske Bank Group
Group
European Social Charter
1
Generali Group 2006
Company/Group
Company collective agreement (chapters
referring CSR)
6
Unipol, Fonsai, Allianz, Reale Mutua, Cattolica, Generali Group
Company/Group
Agreement
5
Banca Intesa 2006, Gruppo UBI 2010, Unicredit Banca 2004
and 2009, Generali Group 2009
National
Agreement
3
ABI 2004, ANIA 2007, ABI 2013
Transnational
Joint declaration
2
Unicredit Group 2009 and Unicredit Group
Transnational
GFA
1
Danske Bank Group 2008
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With EU contribution
WG3’s Output «B»
DONE on each document:
 Deeply read the text
 Analysis using SWOT methodology
 Finding references to national and transnational
agreements/TFAs or laws
 Synthesis and good practices
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With EU contribution
Level
Document
Date
Danske Bank Group
GFA on fundamental labour rights
9/9/2008
Danske Bank Group
UN Global Compact Communication on Progress 2012
7/2/2013
Danske Bank Group
Corporate Responsability 2012
Nykredit
CSR Report on Financial Sustainability 2012
Nordea
CSR Report 2012
Middelfart Sparekasse
CSR Report 2012
ABI
Verbal agreement regarding the reconciliation of work
and life, equal opportunities and CSR
19/4/2013
+ ref. prot. ABI 16/6/2004
+ ref. EU Bank Social Partners Jont Statement on «…CSR» 18/5/2005
+ ref. National Action Plan on CSR 2012-2014 of 16/4/2013
+ ref. guidelines of ISO 26000 "Guidance on Social Responsibility»
+ hand wheel comment
Banca Intesa SpA
Verbal agreement [about business programs)
5/4/2006
+ ref. prot. ABI 16/6/2004
+ basis to the Code of Ethics
+ SWOT analysis
Gruppo UBI
union agreement protocol [on working conditions]
26/11/2010
+ ref. prot. ABI 16/6/2004
+ ref. MiFID
+ basis to the Code of Ethics
+ SWOT analysis
Unicredit Banca
Minutes of the meeting and its update [of commercial
pressures]
25/5/2004
6/2/2009
+ ref. MiFID
+ SWOT analysis
Unicredit Group
Joint declaration on «Training, learning and
professional development»
Unicredit Group
Joint declaration on «Equal opportunities and nondiscrimination»
ANIA
CCNL ANIA 2007, all. 19 «Prodocollo su RSI»
Note
+ ref. «EU Bank Social Partners Joint Decl. on Lifelong Learning in the Banking Sector»
+ ILO 195 HR Development Reccomandation
+ ref. UN Global Compact
+ ref. Integrity Charter
14/5/2009
+ ref. EU Social Partner Joint Statement on «…CSR»
+ ref. EU Social Partner Joint «Framework of actions on Gender Equality»
+ ref. UN Global Compact
+ ref. Integrity Charter
+ ref. EC Green Paper 2001 CSR definition
+ SWOT analysis
Generali Group
19 02 2013
Unipol, Fonsai, Allianz, Reale
Mutua, Cattolica, Generali Gr.
European Social Charter e «protocollo relazioni
sindacali»
CIA , ANIA
28/11/2006
25/7/2009
VP/2012/002/0092 – Rome WG3
meeting – AP
+ SWOT Analysts overall sector ANIA
9
With EU contribution
a)
b)
c)
d)
e)
18 09 2013
RESULTS
Context
Guideline /1 – coherence
Guideline /2 – culture
Guideline /3 – change
Good practices
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RESULTS
With EU contribution
a) Context
 Difficulties in reaching agreements on CSR
 Maximizing profit  regulatory requirements in
commercial perspective (eg MiFID)
 Codes of Ethics and Social Reports mere emanations of
unilateral companies
 Codes of Ethics proliferated after Leg. 231/01 (resp.
amm. Pers. Giurid.)
 Disciplinary action of the Codes of Ethics  charged
violations of the code
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RESULTS
With EU contribution
a)
Context
b) Guideline /1 – coherence
1. Calling for consistency with respect to policy documents, standards or
sectoral negotiation on
 example- the 2001 Green Paper for a European model of CSR
 example- ABI 2004 Protocol on Sustainable Development of the banking
system
2. Calling for consistency with respect to corporate agreements
 example- in the premises of the agreements often there are references on
the subject
3. Calling for consistency with respect to unilateral statements by companies
 example- values ​set out in the Annual Social and Ethical Codes of:
 Centrality and respect for the individual, the environment, solidarity,
development of good business practices and gender policies
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RESULTS
With EU contribution
a)
b)
Context
Guideline /1 – coherence
c) Guideline /2 – culture
1. is required cultural progress of the parties
2. raise awareness about the benefits of the counterparty a path inspired
by CSR
a) In terms of business climate,
b) In economic terms
c) In terms of productivity
3. Industrial relations, collaboration and less confrontational
4. Close relationship between organizational well-being and growth in the
market
a) Dissemination of information and proposals, transparency of results,
professional development that takes into account the quality and
potential
b) Improved sense of belonging and involvement of employees
 CSR is not a productive investment and the cost of
VP/2012/002/0092 – Palermo course – AP
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advertising
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RESULTS
With EU contribution
a)
b)
c)
Context
Guideline /1 – coherence
Guideline /2 – culture
d) Guideline /3 – change
1. Listening to the problems expressed by staff
 drafting bilateral of questionnaire climate
 groups managed by external companies engaging workers'
representatives
2. Establishment of the Joint Training
 also highlight inconvenience due to lack of training
 agreement on Education fund jointly funded by the FBA
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RESULTS
With EU contribution
a)
b)
c)
d)
Context
Guideline /1 – coherence
Guideline /2 – culture
Guideline /3 – change
e) Good practices /1
 3 climate agreements
 (Intesa, Ubi, Unicredit) with appreciable elements and
gaps
 Observatory for non-compliant behavior with the principles set
 Precautions training for individuals prone to aggressive
monologue
 Involvement of a sample of workers to improve the weaknesses of the
processes exasperating psycho-physically
 Collectable behavior even with recourse to disciplinary
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proceedings
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RESULTS
With EU contribution
a)
b)
c)
d)
Context
Guideline /1 – coherence
Guideline /2 – culture
Guideline /3 – change
e) Good practices /2
 Guidelines ISO 26000
 Provide dialogue with stakeholders (including the union)
 Interesting but ...
 … so far little explored
 Code of responsibility of financing the arms industry
(Science for Peace, Fond. U. Veronesi)
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RESULTS
With EU contribution
a)
b)
c)
d)
Context
Guideline /1 – coherence
Guideline /2 – culture
Guideline /3 – change
e) Good practices /3
1) Italy Bank Social Partners Protocol on Sustainable and
Compatible Development of Banking System
(Rome, June 16, 2004)
2) EU Bank Social Partners Joint Statement on CSR
(Brussels, May 18, 2005)
3) Global Framework Agreement UNI Finance / Danske Bank Gr.
(Copenhagen, September 9, 2008)
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With EU contribution
GFA Uni/Danske Bank Group
Results of Grup Work
Strengths:
Weaknesses:
Opportunity:
Treats:
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With EU contribution
Good practices to go forward:
 Subscription by the National Trade Unions
 Implementation and monitoring of the GFAs are into the
contents
 Regular reporting to the TUs of employee surveys and CR
reporting
 Measures to improve the sense of belonging and
involvement of the employees
 Interchange of information and proposals, transparency of
results, meritocratic professional development
 Reference to consistency with unilateral statements of the
companies, company agreements and policy documents,
standards or sectoral negotiation
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With EU contribution
WHAT TO DO?
What may I do?
What will I do?
ACTION PLAN
What to do next year?
What to do from monday?
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With EU contribution
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