EBSCO’s enterprise standards set minimum benchmarks for critical business areas. These focus on desired outcomes, allowing flexibility in implementation while maintaining quality and consistency.

Corporate Reporting & Compliance

Anti-Corruption & Prohibited Payments Program

BUs that conduct business outside of the US must maintain a program supporting compliance with anti-corruption

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Privacy Program

For international operations, implementing this program is required to ensure compliance with anti-corruption laws and prevent prohibited payments.

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Accounting & Tax

Inventory Costing & Inventory Devaluation

All profit centers are required to use the approved, accurate, and acceptable inventory costing methods as outlined in this standard.

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Unclaimed Property

Business units must comply 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 with the Corporate Standard to ensure accurate accounting and consolidation.

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Banking & Cash Management

PCI 3.2

All subsidiaries 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

Our Cash Management Standard ensures proper cash and liquidity management across portfolio companies. It establishes guidelines for separation of duties, fraud protection, and signing authority limitations. This standard aligns cash handling practices with corporate financial goals and regulatory requirements, optimizing cash utilization while minimizing risk.

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Cybersecurity

Business Continuity & Disaster Recovery

To secure the continuity of operations, this standard requires the implementation of comprehensive business continuity and disaster recovery plans. These plans are designed to safeguard operations, critical systems, and assets, enabling swift recovery during adverse scenarios. Business units must develop and maintain these plans in alignment with the corporate standard.

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Generative AI Tools Standard

This standard defines the approved generative AI tools for use within EBSCO’s information technology environment. By adhering to the EBSCO’s Generative AI Tools Use Standard, employees ensure 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, protecting both the organization and its stakeholders from adverse impacts.

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EBSCO Security MVP

This standard outlines the minimum-security controls needed to be in place as originated from the FBI guidelines for Small Midsize Businesses (SMB). It includes overlapping controls and policy provisions, as well as additional requirements that may not have escalated to the policy level but are still required. Business units must ensure these controls are implemented and maintained.

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Benefits Management

EBSCO Employee Health Benefits

Maintain a generous health and welfare benefits suite that, for health, meets the BOD's generosity requirements.

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

Participating business units are required to provide accurate payroll data for the EBSCO Savings and Profit Sharing Plan administration to maintain account accuracy. [Won't need after Easley is implemented with exception to any new port companies acquired]

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Talent Success

Succession Planning

Business units are required to conduct proactive succession planning for critical roles to support organizational sustainability and growth. To facilitate this, the 9 Box Evaluation Standard must be implemented as a tool for assessing employee performance and potential. This framework helps identify high performers and future leaders, ensuring a strategic approach to talent development. Business units should regularly review and update succession plans and utilize the 9 Box method to inform talent assessments, developing targeted action plans to address identified gaps and strengthen the talent pipeline. [In Successfactors once Easley is implemented]

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9 Box

Business units are required to conduct proactive succession planning for critical roles to support organizational sustainability and growth. To facilitate this, the 9 Box Evaluation Standard must be implemented as a tool for assessing employee performance and potential. This framework helps identify high performers and future leaders, ensuring a strategic approach to talent development. Business units should regularly review and update succession plans and utilize the 9 Box method to inform talent assessments, developing targeted action plans to address identified gaps and strengthen the talent pipeline. [In Successfactors once Easley is implemented]

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Human Capital MVP (Assessment)

With the recognition that human capital both creates and represents a significant portion of a company's value, EBSCO Industries requires the monitoring and measurement of important Human Capital indicators which currently include metrics in the areas of Employee Population; Compensation and Benefits; Diversity, and Equity; Recruitment, Retention, Employee Inclusivity and Satisfaction, Physical and Psychological Safety, Promotion and Development, Succession.  Key metrics include items that are measured utilizing the EII annual team member survey.  

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DEI Aspiration (IDEA)

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 strategies for diverse team building, ensure equitable treatment, and regularly assess progress.

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Workforce Management

Safety Program

Business units must maintain an active focus on safety for team member well-being and regulatory compliance.

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HRIS/Other Talent/HR-Related Systems

Business units are required to maintain a secure and sophisticated HRIS to enable workforce management, automate recruiting, and provide timely and accurate compensation. [Pre - Easley, post core functional requirements will be supported by Easley once live]

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Company Holidays

Business units must maintain a competitive package of paid company absences, including at least one of Martin Luther King Day or Juneteenth.

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Time Off

Business units are required to 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

Business units must ensure complete compliance with all FMLA (and state equivalent), ADA, and ADAAA regulations.

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Communication Postings

Business units are required to maintain federal, state, and locally-required communication postings in common areas for team member access.

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Onboarding

Business units must provide newly-hired team members with all required notifications of key policies and practices.

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Code of Conduct and Reporting Hotline

All business units must maintain an Employee Code of Conduct and provide access to confidential reporting channels to promote a culture of integrity.

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