Palermo September 20, 2013FROM CORPORATE SOCIAL RESPONSIBILITY TO

COLLECTIVE AGREEMENTS

Final Conference

VP/2012/002/0092 – Palermo – PLL

Pier Luigi LeddaProject Manager - FIBA

With EU contribution

"Codes of Conduct and International Framework

Agreements: from Corporate SocialResponsibility to Collective Agreements, a step forward

to anticipate and manage changes. Atraining path for trade unionists in the finance sector"

PALERMO September 20, 2013

Index

1. The Project2. Partners and objectives3. Agenda4. Work done so far5. Training course6. Goal and objectives7. Verification phase8. Final Conference

VP/2012/002/0092 – Palermo – PLL

With EU contribution

The ProjectAt the transnational level initiatives related to Corporate Social

Responsibility in our industry are predominantly unilateral initiatives.It 'a fact that almost all companies have codes of conduct and ethical codes, conceived unilaterally.There are also, as we shall see, the transnational framework agreements, which were signed by the social partners, which are a very important tool, have the merit of representing a path laid for the development of relations between the counterparties.Unfortunately, for reasons that we will investigate in the course of these training days, despite having the character of bilateral, are not mandatory and did little applied.

VP/2012/002/0092 – Palermo – PLL

With EU contribution

The project As trade unions we believe it is very important to improve the

social dialogue on this issue especially in the current crisis, and to ensure that the ethical principles set out by the companies may result in an Agreement negotiations aimed at safeguarding the value of work and the business climate.So the primary goal of the project presented by FibaCisl and in 2012 and is funded by the European Union:

translate the unilateral declarations of companies on CSR in translate the unilateral declarations of companies on CSR in agreements negotiatedagreements negotiated

to protect the rights of workers, preserving the value of work to protect the rights of workers, preserving the value of work and at the same time safeguarding the company's and at the same time safeguarding the company's

competitiveness.competitiveness.

VP/2012/002/0092 – Palermo – PLL

With EU contribution

Partners of the Project

VP/2012/002/0092 – Palermo – PLL

With EU contribution

LBC-NVK, in Belgium is the largest union in the financial services industry, is part of the Confederation of Christian Trade Unions.

Finans Forbundet in Denmark is the union of workers in the Danish financial sector. It has 54,000 members and 1,760 representatives in the workplace.

The OSPPP is the only union in the banking and insurance sector in the Czech Republic

FO-FEC Banques, French trade union, brings together eleven professional areas. The credit section covers employees working in banks, brokerage firms and financial companies.

OZ PPAP is the union of the banking and insurance sector in Slovakia.

UNI Global Union is an international federation of trade unions which combines the services sector. In particular, brings together the banking, insurance, media, entertainment, post and trade ..

Project objectives(1/2)

Besides the main objective, the project aims to:• disseminate the culture of CSR;• identify and promote awareness of existing good

practices (agreements) through a study and a transnational training course, to provide operating procedures for negotiation.

• improve the content of social dialogue to deal positively with the changes in the labor market in a context of crisis and restructuring of enterprises.

VP/2012/002/0092 – Palermo – PLL

Project objectives(2/2)

• investigate further the Transnational Framework Agreements exist at European level in the field of CSR;

• identify the guidelines for the sustainable development of business activities that take into account the economic, social and environmental;

• propose negotiated agreements (both at European level and at the enterprise level) as the most concrete way to give effect to the principles of CSR.

VP/2012/002/0092 – Palermo – PLL

Agenda• The project activities are grouped into 5 distinct phases:

Step 1: preparatory meeting (Rome, December 20, 2012), and Kick Off (Lyon January 28 to 29, 2013)

Step 2: analysis and study in groups(remotely February to April 2013) Step 3 Meeting of Steering Committee working groups analysis results

(Copenhagen June 6 to 7, 2013)Step 4: training course and the final conference (Sept. 17-20 Palermo.,

2013) in progressStep 5: Steering Committee (Bratislava 14-15 Nov. 2013)

VP/2012/002/0092 – Palermo – PLL

Project Plan

20/04/23 VP/2012/002/0092 –Copenhagen 10

With EU contribution

KICKOFFLyonLyon

WG3Negotiated Agreements

WG1Codes of Conduct (unilateral)

WG2Joint Declarations (IFAs, TFAs, …)

PROJECT: Code of Conduct and IFAs: from CSR to Collective Agreements, a step forward to anticipate and manage changes. A training path for trade unionists.

SUMMARYCopenhagenCopenhagen

TRANSNATION TRAININGCOURSE +

FINAL CONFERENCE

PalermoPalermo

DISSEMINA

TION

31/1/20131/2/2013

31/1/20131/2/2013

6/6/20137/6/2013

17/9/201320/9/2013

February – AprilFebruary – AprilVirtual agoraVirtual agora

February – AprilFebruary – AprilVirtual agoraVirtual agora

Work done

• Meeting of the Steering Committee (Steering Committee) in which, after an array of knowledge on the subject matters of the project is laying the groundwork to develop the analysis.we have:

a) collected the various practical experiences relating to their subject of CSR, the ethical codes, negotiated agreements, the IFA;

b) initiated research and defined the composition of the three working groups. They defined the methodology to be adopted for the research, analysis and collection of data and materials;

c) planning stages of the project.

VP/2012/002/0092 – Palermo – PLL

Kickoff- Lyon 31-1/1-2-2013

Analysis and study in the 3 working groups• The first group has analyzed the Codes of ethics / conduct adopted unilaterally

by the European banks verifying the application and the system of measurement used by the banks through a series of indicators.

• The second group has researched and analyzed the IFA (International framework agreements) exist, the TFA (transnational framework agreements), and the Joint Declarations signed at the European level, in any sector of the market with a particular focus on those approved by the companies based in countries of the project partners and those relating to the financial sector.

• The third working group examined the agreements concluded between the trade unions and their counterparts at different levels (national, corporate ..) on CSR.

VP/2012/002/0092 – Palermo – PLL

12 FEB. BRUSSELS- Coordinator: ANTONIO Belgium + France(IFAS)agreements signed at the EU level between federations and European banks evaluating and selecting those that in this historical context respond better to the challenges of the crisis and the needs of workersparticipants: 3 +3 trade union leader (Belgian French) + 1 + 1 component Belgian Component Steering Committee Steering Committee French + staff

14 FEB. PRAGUE Coordinator : PAOLA Czech Republic + Slovakia (codes of conduct)work on codes of conduct unilateral banks (CSR-CSR) at European level by selecting those that are most important for the needs of workers)participants: 3 +3 trade union leader Czech Slovak union + 1 component of the Steering Committee Czech + Slovak + 1 Component Steering Committee staff

19 FEB. ROME - Coordinator : ANDREA Italy + Denmark (negotiated Agreements)Work on good practices and negotiated agreementsParticipants: Annette Michelsen + Andrea +3 P&M unionists Fiba +3 danish unionists + Pastacaldi + staff

VP/2012/002/0092 – Palermo – PLL

The three working groups met ...The three working groups met ...

• Starting in February, the groups have worked to distance using the Area Forum (Virtual Agora)Each group has collected the materialGW1 has collected 21 codesGW2 has collected 8 of framework agreements and joint declarationsGW3 has collected 23 documents.The work of analysis and study has been developed in the 'web area using the tools developed by the coordinatorsThrough in-depth analysis and study of the material collected were identified good practices and possible spaces for the implementation of negotiated agreements.The group work was presented during the meeting in Copenhagen by the coordinators of the 3 groups with a summary report

VP/2012/002/0092 – Palermo – PLL

… and worked remotely : … and worked remotely :

Methodology of the working groups

• I working groups have usedSWOT analysis, trying to identify opportunities and threats of the analyzed documents and strengths and weaknesses and activities Unions.typical methods of remote work with an exchange of information and documentation on the Virtual Agora.

VP/2012/002/0092 – Palermo – PLL

Copenhagen - Analysis results working groups

• June 6 - 7, 2013 - Third phase (Copenhagen)

• Meeting of the Steering Committee for

a)Analyze the results of the work done by the three groups;b)Plan your next training course (themes, objectives, materials, methods and tools, etc.).

3^ fase

VP/2012/002/0092 – Palermo – PLL

Palermo, September 17-19 2013Transnational training course

FROM CORPORATE SOCIAL RESPONSIBILITY TO COLLECTIVE AGREEMENTS

VP/2012/002/0092 – Palermo – PLL

Training Course27 trade union leaders of the major European banking

groups (distributed among the partner countries) are present here, will participate in the 3-day course that, following active and dynamic learning methods allow you to grow your negotiation skills on the subject matter of the project, with the support of materials, forms and questionnaires.Particular attention will be paid to assess the effectiveness of training

VP/2012/002/0092 – Palermo – PLL

17-19 Sept. PALERMO Training course

The purpose of the training course• In the perspective of promoting the value of labor as an end and

not as a means, the aim of the course is-to clarify the terms and content of CSR, spreading the culture on the matter among trade unionists including through the exchange of good practices,-improve the ability to translate the codes unilateral corporate collective agreements, providing operating procedures useful for trading.

VP/2012/002/0092 – Palermo – PLL

17-19 Sept. PALERMO Training course

The Training Course objectives

– Sharing knowledge on the principles of Corporate Social Responsibility and their application in collective bargaining nationally and internationally.

– Sharing knowledge on CSR policies of European companies and the most important transactional framework agreements (IFAs) on CSR with a focus on issues directly affecting the stakeholder worker.

– Make participants aware of their role as "agents of change and knowledge"Improve the effectiveness negotiating with reference to the value of the work.

– Improve the effectiveness negotiating with reference to the value of the work.

– Knowing how to disseminate the knowledge acquired during training with reference to the value of the work.

VP/2012/002/0092 – Palermo – PLL

17-19 Settembre PALERMO Corso di formazione

• The first day will be devoted to validate the results of the training course and the conference, make the synthesis and choose the forms of disclosure.

• The second day will be dedicated to transforming Area Forum (Virtual Agora) in the website, with the overall results of the project.The web site will put all documents prepared in the course of the project, the good practices identified in the participating countries, the results of the Training Course of Palermo and the synthesis of the final conference.

VP/2012/002/0092 – Palermo – PLL

November 14-15 BRATISLAVA Final Steering Committee Meeting

NEXT STEP

TestThe project includes a step of checking the results and

effectiveness of the training.E 'planned to compile a questionnaire survey of initial knowledge and knowledge examinations at the end of the course.The same questionnaire will be filled out by the students at the beginning and at the end of the training days.A remote verification will be made after returning home, again through a questionnaire

VP/2012/002/0092 – Palermo – PLL

17-19 Sept. PALERMO Training course

• To complete the course and verify the results achieved during training will promote discussion and exchange of experiences broad-spectrumAt the final conference attended by representatives of UNI Europa and the ETUC.

• The comparison with the outside world will not be limited to the financial sector, but will be extended to other areas of production in order to get an idea of how they live the other economic sectors in areas that are heavily involved in CSRFrom the conference we expect a lively discussion and a rich exchange of experience to successfully complete the entire training process.

Final Conference

VP/2012/002/0092 – Palermo – PLL

17-19 Sept. PALERMO Training course

VP/2012/002/0092 – Palermo – PLL

With EU contribution