Accessibility for Ontarians with Disabilities Act 2005 (“AODA”) Policy

Integrated Accessibility Standards Requirements

I. Purpose & Scope

The Accessibility for Ontarians with Disabilities Act, 2005provides guidance to assist organizations in the identification, prevention and removal of barriers to accessibility for persons with disabilities. The AODA contains accessibility standards in a variety of areas including Customer Service, Information and Communications, Employment, Transportation and Design of Public Spaces. The AODA and its standards are not a replacement or substitution for the requirements of the Human Rights Code (Ontario).

The purpose of this policy is to set out the principles that guide Morningstar Research Inc. and Morningstar Associates Canada, LLC (collectively referred to as Morningstar in this policy) on our path to accessibility through compliance with the Accessibility for Ontarians with Disabilities Act, 2005(“AODA”) and its Integrated Accessibility Standards. The policy identifies what Morningstar will do to achieve accessibility as an organization.

This policy applies to all Morningstar employees, contingent workers (agency contractors, third parties, etc.), volunteers and persons who provide goods, services or facilities on behalf of Morningstar.

Morningstar is committed to developing policies that respect and promote the dignity and independence of persons with disabilities. Therefore, no changes will be made to this policy before considering the impact on persons with disabilities.Any policy of Morningstar that does not respect and promote the dignity and independence of persons with disabilities will be modified or removed.

II. Definitions

According to the Ontario Human Rights Code, as referenced by AODA, “disability” means:

  • (a) any degree of physical disability, infirmity, malformation or disfigurement that is caused by bodily injury, birth defect or illness and, without limiting the generality of the foregoing, includes diabetes mellitus, epilepsy, a brain injury, any degree of paralysis, amputation, lack of physical co-ordination, blindness or visual impediment, deafness or hearing impediment, muteness or speech impediment, or physical reliance on a guide dog or other animal or on a wheelchair or other remedial appliance or device;

  • (b) a condition of mental impairment or a developmental disability;

  • (c) a learning disability, or a dysfunction in one or more of the processes involved in understanding or using symbols or spoken language;

  • (d) a mental disorder;

  • (e) an injury or disability for which benefits were claimed or received under the insurance plan established under the Workplace Safety and Insurance Act, 1997.

III. Requirements

This section outlines how Morningstar will meet the requirements established under the Accessibility for Ontarians with Disabilities Act, 2005.

(a) Multi-Year Accessibility Plan

Morningstar has developed and will maintain a Multi-Year Accessibility Plan that outlines our strategy to prevent and remove barriers from our workplace and meet its requirements under the Integrated Accessibility Standards.

The Plan will be reviewed and updated at least once every five years. The plan is posted on Morningstar Canada’s websitein an accessible format. Upon request, Morningstar will provide acopy of the Accessibility Plan in an alternative accessible format.

(b) Training

Morningstar will provide training to all employees, volunteers and others who deal with the public or other third parties on their behalf, and all those who are involved in the development and approval of customer service policies, practices and procedures. Training will also be included as part of orientation for all new hires. The training provided will take into consideration the duties of those receiving the training. Staff will be trained on an ongoing basis when changes are made to policies, practices and procedures. Records of the training provided will be maintained including training dates and attendees.

Training will include the following:

  • The purposes of AODA and other similar legislation and the requirements of the customer service standard.

  • How to interact and communicate with people with various types of disabilities.

  • How to interact with people with disabilities who use an assistive device or require the assistance of a service animal or a support person.

  • How to use the accessibility features that may help a person with a disability access Morningstar’s goods and services.

  • What to do if a person with a disability is having difficulty accessing Morningstar’s goods and services.

  • Morningstar’s policies, practices and procedures relating to the customer service standard.

(c) Information and Communications

Morningstar is committed to communicating with people with disabilities in ways that promote an inclusive environment. Below outlines the measures Morningstar will take to ensure effective information and communication is provided.

  • Accessible formats and communication supports: Morningstar is committed to communicating with people with disabilities in ways that promote an inclusive environment. Below outlines the measures Morningstar will take to ensure effective information and communication is provided.

    Morningstar will continue to advise the public about the availability of accessible formats and communication supports with respect to its feedback processes through a notification on our Morningstar website.

  • Telephone services: Morningstar is committed to providing a fully accessible telephone service to clients. We will train staff to communicate with clients over the telephone in clear and plain language and to speak clearly and slowly.

    We will offer to communicate with clients by TTY or in writing (by email or regular mail) if telephone communication is not suitable to their communication needs or is not available. To access TTY services, contact Bell Relay Service:

    • Voice to TTY: 1 800 855-0511

    • TTY to Voice: 711

    • TTY to TTY: 1 800 855-1155 - For Operator Assistance in billing your long distance call to another TTY.

  • Feedback: Morningstar welcomes feedback, including feedback about the delivery of our products and services to people with disabilities. If you wish to provide feedback on the way Morningstar provides goods and services to people with disabilities, you can do so in the following ways:

    • Phone: 1- 877-489-7074 or 1-416-489-7074 for English
      1-877-489-7075 or 1-416-489-7075 for French

    • Email: caaccessibility@morningstar.com

    • Regular mail: Morningstar Research Inc., 1 Toronto Street, Suite 500, Toronto, Ontario, M5C 2W4. Feedback provided in a diskette may also be delivered by regular mail to this address.

    Feedback forms can also be made available upon request. Please allow 7 business days to receive our response.

  • Emergency Procedure, Plans & Public Safety Information: Morningstar has emergency response procedures, plans and public safety information that it makes available to the public. Upon request, Morningstar will provide or arrange for accessible formats and communication supports for persons with disabilities in a timely manner that considers each person’s accessibility needs and (if applicable) at a cost that is no more than the regular cost charged to other persons.

  • Accessible websites and web content: Morningstar is committed to providing a valuable online experience to all visitors. We are currently working to update the accessibility of our websites to adhere to the Web Content Accessibility Guidelines (v 2.0) as recommended by the World Wide Web Consortium (W3C).

  • Assistive devices: We are committed to serving people with disabilities who use assistive devices to obtain, use or benefit from our goods and services. We will ensure that our staff are trained and familiar with various assistive devices that may be used by clients with disabilities while accessing our goods or services, including but not limited to digital audio players, magnifiers, FM transmitters, TTY and hearing aids.

  • Service Animals and Support People: While Morningstar primarily provides its services by phone and internet if clients are invited to attend Morningstar’s offices, service animals such as guide dogs, hearing dogs, seizure response dogs, and other service animals shall be permitted entry, unless otherwise excluded by law. The client that is accompanied by a guide dog or service animal is always responsible for maintaining care and control of the animal.

    A support person shall also be permitted to accompany a person with disabilities.Clients are required to provide their own support person(s) and to confirm that Morningstar is authorized to communicate with the authorized support person with respect to the client’s personal information.

    If there is a charge to attend an event and feesare payable to a third party, a support person is permitted to attend the event at their own cost unless otherwise outlined by the third party. If fees are payable to Morningstar, a support person is permitted toattend at no cost.

  • Notice of Temporary Service Disruptions: Morningstar will give notice of temporary disruptions to services used by persons with disabilities, including the reason(s) for the disruption, expected duration, and the alternative facilities or services. The notice shall be posted on Morningstar’s website at http://corporate.morningstar.com/ca/. When temporary service disruptions are planned, notice will be provided

(d) Employment

Morningstar’s policies and practices are intended to build an inclusive and accessible work environment that is free from discrimination and harassment. Below outline’s the measures we will we take to ensure an accessible working environment for our employees.

  • Recruitment: As part of our recruitment process, Morningstar will advise current employees and job applicants about the availability of accommodation for applicants with disabilities. Accommodations are available upon request in relation to the materials or process to be used.

    If a selected job applicant requests accommodation relating to their participation in the hiring process, Morningstar will consult with the individual and provide or arrange for the provision of suitable accommodation that considers the applicant’s disability-related needs. When making offers of employment, Morningstar will also notify successful applicants of our policies for accommodating employees with disabilities.

  • Informing Employees of Supports: We will notify our employees of Morningstar’s policies (and any updates to those policies) for supporting employees with disabilities, including our policies regarding the provision of job accommodations that consider an employee’s accessibility needs dueto disability. This information will be provided to new hires as soon as practicable after they commence employment.

  • Accessible Formats and Communication Supports for Employees: If an employee with a disability asks for information in an accessible format or to receive communication supports, Morningstar will consult with the employee to provide, or arrange for the provision of, accessible formats and communication supports for information that the employee needs to perform his/her job,as well as information that is generally available to other employees.

  • Documented Individual Accommodation Plans: Morningstar has developed and will maintain a written process for the development of documented individual accommodation plans for employees with disabilities.Additionally, the plans will include individualized workplace emergency response plans.

  • Workplace Emergency Response Information: Morningstar will provide individualized workplace emergency response plans to employees with disabilities where the disability is such that individualized information is necessary and Morningstar is aware of the need for accommodation. Morningstar will provide workplace emergency response information as soon as practicable after learning of the need for accommodation due to the employee’s disability.Where an employee who receives individualized workplace emergency response plan requires assistance, Morningstar will designate a person to provide assistance and, with the employee’s consent, Morningstar will provide the workplace emergency response plan to such person.

    Morningstar will review individualized workplace emergency response plan, at a minimum, whenever the employee moves to a different location within Morningstar; the employee’s overall accommodation needs change or Morningstar reviews its general emergency response policies.

  • Return to Work Process: Morningstar has developed and will maintain a documented return to work process for its employees who have been absent from work due to a disability and who require disability-related accommodations to return to work.

    The return to work process outlines the steps that Morningstar will taketo facilitate the return to work and includes documented individual accommodation plans.

    Morningstar notes that this return to work process will not replace or override any other return to work process created by or under any other statute (for example, the Workplace Safety Insurance Act, 1997).

  • Performance Management, Career Development and Advancement & Redeployment: Morningstar will consider the accessibility needs of employees with disabilities, as well as individual accommodation plans, when conducting performance management, providing career development and advancement to employees or when redeploying employees.

(e) Design of Public Spaces

When Morningstar Research Inc. newly constructs or redevelops public spaces it will do so in keeping with the requirements set out in Section IV.1 of the Integrated Accessibility Standards, The Design of Public Spaces Standards. Morningstar will endeavour to ensure that temporary disruptions to public space within its premise due to Preventative or Emergency Maintenance under its care will be communicated in a timely manner. If a disruption in service is not planned and is unexpected notice will be given as soon as possible.

4. Availability of Documents

This policy is posted on Morningstar’s website. Upon request, Morningstar will provide documents in an alternative accessible format. The policy will be reviewed regularly and updated in line with new legislation. For further information, please contact us by:

  • Phone: 1- 877-489-7074 or 1-416-489-7074 for English
    1-877-489-7075 or 1-416-489-7075 for French

  • Email: caaccessibility@morningstar.com

  • Regular mail: Morningstar Research Inc., 1 Toronto Street, Suite 500, Toronto, Ontario, M5C 2W4. Feedback provided in a diskette may also be delivered by regular mail to this address.