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Toolkit: Compliance Program Evaluation and Benchmarking

 This toolkit provides you with several tools that will assist you in evaluating and benchmarking your existing compliance program and measures. Auditing, monitoring, testing and measuring the value and efficacity of your compliance program is a critical component of an organisation’s commitment to ethics and compliance.  Evaluation and benchmarking ensure that your program stays relevant, supports an ethical organisational culture, provides results and benefits and encourages continuous improvements. 

Click on each tool to open their description and link.  Please search the CCEAC toolbox for other related tools.

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The Best Use of Best Practices and Guidance Documents
  • Although anti-corruption enforcement action is increasing all over the world, the US and UK are considered the jurisdictions with the most aggressive and prolific enforcement action. The global reach and extraterritoriality of anti-corruption laws have also increased the risk that a foreign company from any country could not only face prosecution in their own country but could face prosecution from US and UK authorities.  As a result, most multi-national corporations, irrespective of their country of origin, have chosen to benchmark their compliance program to meet the guidance requirements of the US and UK anti-corruption laws guidance. With the introduction of the ISO 37001 (Anti-Bribery management system) standard and best practices documents from international bodies, organisations can now have access to reliable tools with which to evaluate and benchmark their compliance program.
  • The guidance documents from the US and UK provide a good benchmark to evaluate existing compliance measures. Although designed to meet expectations of US and UK laws, these guidance documents are easily adaptable to any jurisdictions and signatories of the UN and OECD anti-Corruption conventions as they seek to benchmark compliance best practices.  These documents however should not be used as a simple check sheet but as a measurement tool for organisations to evaluate the scope, gaps, impact, value and performance of their compliance program.
  • Although no compliance program can eliminate bribery and corruption from occurring, a robust compliance program will help prevent, detect and deter wrongdoings. In jurisdictions where duty to prevent laws (UK, France, etc.) or a Deferred Prosecution Agreements (DPA) regime exist (US, CANADA, UK, etc.), companies are required to demonstrate to law enforcement and regulators the strength and rigour of their compliance to qualify for a DPA.  As Canada, other countries and organisations publish guidance documents, CCEAC will add them to the toolbox.

Benchmarking and Guidance Tools from Regulatory Authorities from US and UK

Adequate Procedures – Guidance to UK bribery Act 2010

author: TI-UK

This Guidance from Transparency International UK is designed to assist companies to comply with the Bribery Act by providing clear, practical advice on good practice anti-bribery systems that in Transparency International’s opinion constitute ‘adequate procedures’ for compliance with the Bribery Act.

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TI Canada Anti-Corruption Compliance Checklist

author:  TI Canada

TI Canada AntiCorruption Compliance Checklist is a critical tool for those Canadian corporations seeking to significantly enhance their risk management processes.

This simple to use document provides a process map and access to resources to help an organisation develop and implement an AntiCorruption compliance program. This tool would be particularly useful for an SME.

View Checklist

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Evaluation of Corporate Compliance Programs – US FCPA

author: US Department of Justice

Document outlining what the US DOJ looks for and assesses when evaluating the compliance program of a company under investigation. This document provides some important topics and sample questions that the US DOJ Fraud Section has frequently found relevant in evaluating a corporate compliance program. The topics and questions below form neither a checklist nor a formula. In any particular case, the topics and questions set forth below may not all be relevant, and others may be more salient given the particular facts at issue.

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Adequate Procedures – Checklist to Guidance to UK Bribery Act 2010

author: TI-UK

This checklist document is the same list found the in the more detailed guidance document but is offered in a continuous checklist format with no explanation or narrative. It can serve as a working document for assessing the gaps of an existing program or providing a list of tasks for those trying to implement a new program.

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FCPA Guidance - A Resource Guide to US Foreign Corrupt Practices

author: US Department of Justice

Detailed compilation of information about the FCPA, its provisions, and enforcement. It is the product of extensive efforts by experts at DOJ and SEC, and has benefited from valuable input from the Departments of Commerce and State. It endeavors to provide helpful information to enterprises of all shapes and sizes – from small businesses doing their first transactions abroad to multi-national corporations with subsidiaries around the world. 

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Benchmarking White Papers, Articles and Reference Documents

Beating the Benchmark – A Comprehensive guide for assessing and benchmarking compliance program effectiveness

author: Convercent.com

Produced by Convercent.com, this document provides a wealth of practical information on compliance benchmarking in a easy to read and use format.

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A Review of Benchmarking Studies on Anti-Corruption Compliance Programs

author:  International Anti-Corruption Academy (IACA)

This academic paper provides a comprehensive look at the most relevant methodologies in benchmarking an anti-corruption compliance program.

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Want To Measure Corporate Compliance – Look for the Dirty Socks

author:  thebroadcat.com

A blog post from Broadcat.com that provides a practical look at key considerations when measuring the effectiveness of a compliance program.

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Anti-Corruption Compliance Guidelines Reference

author:  Create.org

This Create.org org document is a summary of leading international standards and guidelines for developing and benchmarking  an anti-corruption compliance program

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Anti-Bribery & Corruption Benchmarking Report 2018

author: Kroll & Ethisphere

This 2018 edition of an annual report provides a snapshot of how anti-corruption compliance is being implemented by 448 multi-national companies and highlight current best practices and challenges for the compliance function.

View Report

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Why Anti-Corruption Programs Fail

author:  Create.org

The CREATe.org whitepaper – Why Anti-Corruption Programs Fail: Turning Policies into Practices – outlines the top 10 reasons compliance programs fail; and provides practical steps to help companies commit, communicate and embed a compliance program across an organization.

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Anti-Corruption Compliance – Using KPIs to Mature and Manage Programs

author:  Create.org

This whitepaper – Anti-Corruption Compliance: Using Key Performance Indicators (KPIs) to Mature and Manage Programs – features practical information and examples to enable companies to mitigate risks and better manage the performance of anti-corruption programs.

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ISO 37001 Standard

ISO 37001 – Outline of the Standard

author: International Organisation for Standardization (ISO)

This document from ISO provides a good overview of components and requirement of the ISO 37001 standard

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ISO 37001 – Anti-Bribery Management System Whitepaper

author: Professional Evaluation and Certification Board (PECB)

This document from PECB provides a comprehensive overview of the requirements of the ISO standard as well as the benefit and process of obtaining an accredited certification under this standard.  

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Other Tools on Compliance Program Evaluation and Benchmarking

View all available tools.  We also invite you to submit a new tool for our tool box.

2018 Global Communication and Training Plan

To help employees and third parties fulfill Barick's Gold commitment to integrity and ethical conduct, each year the organization implements an annual training program and a communications campaign on the Code of Conduct and the Human Rights...

Ethical Decision Making Guide

This 1-page infographic document helps employees understand how to make the ethical decision as they carry out business activities. This document is an excerpt from Barrick Gold's Code of Business Conduct and Ethics.

Introduction Training – New Hires

This is an introduction training document for new hires. It Introduces new employees to Barrick’s Code of Business Conduct and Ethics, Anti-Bribery and Anti-Corruption Policy and Human Rights Program

Refresher Training Course – Existing Employees

The refresher training course is for existing employees company-wide to ensure that the Code of Business and ethics is understood and supported in Barrick Gold's company culture and among all of the employees. In particular, the course will...

Barrick Anti-Corruption HandBook

The anti-corruption handbook is a guide to Interpreting Barrick ’s anti-Bribery and Anti-Corruption Policy and procedure. This Handbook is designed to help explain some of the key elements of the Policy and related Procedure. Barrick’s...

Action Plan and Compliance Program Management Dashboard

This is a detailed high level compliance action plan dashboard that outlines each specific task for the 9 compliance program area/element. It provides the required task, the employee responsible, deadlines, status and relevant notes. It also highlights...

Where do we stand 20 years after the OECD Convention was signed?

Article from Jean-Pierre Méan, expert in compliance and anti-corruption. Transparency International, the Berlin-based global anti-corruption organization, has just released its twelfth progress report (the 2018 Exporting Corruption Report) on the enforcement of the...

TOOL: Anti-Corruption Ethics and Compliance Handbook for Business (OECD/UNODC/World Bank) – ENG-ESP

The idea for this handbook began with G20 governments looking for ways to practically implement the 2010 G20 Anti-Corruption Action Plan. This Plan recognises the integral role the private sector plays in the fight against corruption and calls...

INFO: The Good Bribe

Bribery is justifiably condemned, and is the object of a global legal campaign. This article asks whether payment of a bribe can ever be justified. In order to answer that question, the article first looks at three tropes of reasons for...

TOOL: The GAN Business Anti-Corruption Portal

The GAN Business Anti-Corruption Portal is a collection of free anti-corruption compliance and risk management resources, including e-learning training, country risk profiles, and due diligence tools.

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