Minimum benchmarks for critical business areas, focused on desired outcomes, allowing flexibility in implementation, while maintaining quality and consistency.

Corporate Reporting & Compliance

Anti-Corruption & Prohibited Payments Program

When business is conducted outside of the US, entities must maintain a program supporting compliance with anti-corruption.

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Privacy Program

Ensures compliance with data protection standards and protects personal information across the organization.

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Accounting & Tax

Unclaimed Property

Compliance with the established policy and procedure for Unclaimed Property compliance without exception

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Fixed Asset Financial Treatment

All fixed assets must be financially treated in strict accordance to ensure accurate accounting and consolidation.

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Banking & Cash Management

PCI 3.2

All businesses taking credit card payments must comply with the Payment Card Industry Data Security Standard (PCI DSS) to protect payment card account data and secure other elements in the ecosystem.

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Cash Management Standard

Ensures proper cash and liquidity management across the portfolio companies, establishing guidelines for separation of duties, fraud protection, and signing authority limitations. Aligns cash handling practices with corporate financial goals and regulatory requirements to optimize cash utilization while minimizing risk.

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Financial Planning & Analysis

Business Planning

Close collaboration between all business units and the Corporate Service Centers is required annually for informed decision-making, alignment of long-term goals, and optimal resource allocation. Business leaders must engage with FP&A to integrate financial insights, justify resource requests, and establish performance metrics.

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Cybersecurity

Cybersecurity Scorecard

The Standard Scorecard Framework delivers clear, executive-level cybersecurity insights. Drive strategic decisions, ensure compliance, and protect your organization's reputation with actionable metrics.

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Generative AI Tools Standard

Defines the approved generative AI tools for use within EBSCO’s information technology environment. It ensures that the organization harnesses the transformative potential of AI technologies while upholding compliance with policy, ethical use of technology, data security and control, identifying and mitigating potential risks and harms associated with the use of generative AI tools, and protecting both the organization and its stakeholders from adverse impacts.

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EBSCO Security MVP

The minimum-security controls needed originated from the FBI guidelines for Small and Medium Businesses (SMB). They include overlapping controls and policy provisions, as well as additional requirements that may not have escalated to the policy level but are still required.

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Benefits Management

EBSCO Employee Health Benefits

A generous health benefits package that meets or exceeds the requirements of the Board of Directors must be offered to all team members.

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Reporting for EBSCO Savings and Profit Sharing Plan (“PST”)

To maintain account accuracy, participating business units are required to provide accurate payroll data for the EBSCO Savings and Profit Sharing Plan administration.

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Talent Success

Team Member Survey & Action Planning

Each business is required to participate in an annual team member survey which is conducted by the Corporate Service Center. The Annual Survey measures team member satisfaction, engagement and team member perspectives as it relates to factors like communication, development, management, and development opportunities. The Annual Team member Survey is used in the assessment of an overall organizational health index score and is reported to the Board annually. Following the Team Member Survey, each business should seek opportunities for improvement, identifying at least one area of change, within each department and across the organization.

Performance Review

Business units must conduct annual performance reviews utilizing the HRIS (Success Factors). Annual performance reviews perform an important role in providing clarity about responsibilities, setting expectations around job performance, and providing team members with feedback regarding opportunities for improvement, growth and development.

Workforce Planning

Business units must conduct proactive workforce planning, including succession planning for all leadership-level roles and critical positions to support organizational sustainability and growth. Business units should annually review, and update succession plans to inform talent assessments, developing targeted action plans to address identified gaps and strengthen internal talent pipelines.

9 Box

The 9 Box Evaluation Standard must be implemented as a tool for assessing employee performance and potential. While this is a snapshot in time and only one data-point, it’s a resource that supports EBSCO’s ability to assess talent across the organization, helps identify high performers and future leaders, and ensures a strategic approach to talent development. Utilization of the 9 Box method informs talent assessments and the development of targeted action plans to address identified gaps.

IDEA Initiative

Business leaders must create inclusive cultures with diverse teams where talent is treated equitably. This standard requires implementing IDEA action plans to increase awareness and achieve best-in-class DEI practices. Leaders must develop diverse team-building strategies, ensure equitable treatment, and regularly assess progress.

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Workforce Management

Safety Program

The safety of team members is the utmost of importance. Business units must actively focus on safety programs, making safety a core component of the manner in which they operate- focusing on team members’ well-being and regulatory compliance.

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HRIS/Other Talent/HR Related Systems

Businesses are expected to utilize the Corporate HRIS to enable workforce management, automate recruiting, and provide timely and accurate compensation and communication. Business units are required to maintain a secure and sophisticated HRIS to enable workforce management, automate recruiting, and provide timely and accurate compensation.

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Company Holidays

Maintenance of a competitive package of paid company absences, including at least one for Martin Luther King Day or Juneteenth.

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Time Off

Provide a competitive package of paid absences, including vacation, sick time, various types of leave, and family bereavement.

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FMLA and Disability Practices

Ensure complete compliance with all FMLA (and state equivalent), ADA, and ADAAA regulations.

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Communication Postings

Maintain federal, state, and locally required communication postings for team member access in common areas.

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Onboarding

Newly hired team members must receive all required notifications of key policies and practices.

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Code of Conduct and Reporting Hotline

An Employee Code of Conduct must be maintained and access provided to confidential reporting channels to promote a culture of integrity.

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