Knowledge Base

Organizational Chart 1

• New Organizational Chart

Strategic Plan 2

• Meridian Strategic Plan
• Meridian's Blueprint for the Future: 2025-2035 Strategy + Vision

Meridian Center for Global Leadership (MCGL) 5

• Frequently Asked Questions (FAQs)
• Communications Strategy
• MCGL Board Presentation Slides
• Phases of MCGL
• Key Talking Points for Staff

Equity, Diversity, Inclusion (EDI) 2

• Unconscious Bias Training
• EDI Days of Importance Calendar

Return To Work 1

• Flex Lockers Instructions - Meridian House 3rd Floor / WM House Lower Level

Emergency Preparedness Procedures 5

• Emergency Action Plan (EAP)
• Emergency Action Plan Training Course (Recording)
• AlertMedia - Emergency Mass Communications System
• Update AlertMedia Contact Preference Settings
• Emergency Prep. Reminder and Updates

General 9

• Locking your PC
• Tips to Remember
• Self Service Password Reset Portal
• Guest Wi-Fi (no password required)
• Telework Toolkit

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8x8 8

• 8x8 Mobile Phone App
• 8x8 Work Desktop App Quick User Guide
• 8x8 Phone App for Microsoft Teams
• 8x8 Voice App for Teams (Voicemail, SMS, Faxing)
• 8x8 Physical Phone (Poly VVX 311) Instructions with Voicemail Settings

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AI Implementation 4

• AI Best Practices
• AI Resource Guide
• PIA Approved AI Platforms
• Prompt Templates

Canon Copiers 2

• Canon Copier (Papercut) How To Print, Copy, and Scan?
• Before Printing to Canon Copier - Register PaperCut and Install Printer Driver

Cybersecurity Policies and Procedures 8

• High Security Risk Counties
• Installing Intune Company Portal App and managed Outlook App
• When Traveling Outside US for Work Purposes
• New Cybersecurity Policies FAQ
• New Cybersecurity Polices - Effective July 29, 2024

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Data Protection 16

• Data Protection Policy - July 2025
• Data Protection Guidance - July 2025
• Introduction to Data Protection Regulations / Guidance
• Data Protection Terminology
• Personal Data Categories

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Desk Reservation System 2

• Accessing YAROOMS Account
• How to Book Desks and Check-in using YAROOMS

Microsoft 365 11

• Microsoft 365 Login
• Add Photo to Microsoft 365 Account
• Add Outlook Mail Online Signature
• Configuring O365 Email on Smart Devices
• OneDrive for Business - Sharing Files

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Multi Factor Authentication (MFA) 3

• Multi Factor Authentication (MFA)
• Set up the Microsoft Authenticator App
• Changing your Authentication Method for MFA

Outlook 8

• Enable 'Send On Behalf' Permissions Using Outlook
• Send Authorized Email As Another User
• Sharing Calendars
• Using BCC in Meeting Requests
• Permanently Delete Confidential Email in Outlook

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Telephone 4

• Introducing the Polycom VVX 311
• Softkey/Navigation Key Functions
• Polycom VVX-311 Complete User Guide
• Switching an IP Phone To Another Desk

General 3

• How to order Meridian Business Cards?
• The Official Meridian History Tour Script
• White Meyer Historical Designation Documentation

Branding and Messaging 5

• Brand Book and Cheat Sheet
• Messaging Guide
• Logos
• Creating Email Signatures
• New IVLP Logos

ECA Communications Guidance 7

• Checklist: Communications Guidance for ECA Recipient Organizations
• PASC Communications Guidance
• Design Files for the Seal
• Design files for the USA Flag
• Design guidance for ECA PASC

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Resources 2

• Meridian External Engagement Policy
• Meridian Respectful Language Resource List

Event and Room Requests 3

• Date and Room Request Form
• EGP Event Details Form
• Meridian In-Person Events Policy

Hybrid Meetings 2

• Meridian Hybrid User Guide (HUG) - February 2024
• Permanent Conference Room Login and Hybrid Meeting Procedures

Policies and Procedures 16

• Finance and Accounting Policies and Procedures Manual
• Participant Support Costs Policy
• Missing Receipts Guidance
• Meridian Gift Acceptance Policy
• Credit Card Administration - Roles & Responsibilities

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Forms and Applications 15

• W-9 Blank Form & Instructions (updated 2024)
• Petty Cash Request Template
• W-8 BEN E
• W-8 BEN
• Western Union Form

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Financial Documentation 5

• MIC Form W-9-April 2025
• DC Sales Tax Exempt
• NY Sales Tax Exempt
• NICRA rates for 2023 and the provisional rates for 2025
• Meridian SAM UEI and CAGE numbers

Accounting Codes 3

• Project Codes List – July 2025
• Center and Program Codes List – August 2025
• Expense Account Codes List – April 2024

SAP Concur 6

• Concur Expense End User Guide
• Concur Support
• Concur Travel User Resources
• Concur Expense - FAQ
• Concur Travel - FAQ

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HR Policy 9

• MIC EE Handbook
• Performance Management Policy
• STAFF PROFESSIONAL DEVELOPMENT (PD)
• Human Trafficking Policy
• Salary Bands Policy

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Forms and Calendars 5

• Privacy Room Reservation
• Payroll Calendar 2025
• Volunteer Leave Application
• Professional Development Application
• Job Posting Template

Payroll/Paylocity 6

• Guide To Understanding Your Paycheck
• Paylocity Mobile Apps
• Accessing your Time sheets on the Paylocity App
• Award an Impression Badge
• Approving Timesheet

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International Travel 1

• Zurich Business Travel Insurance

Meridian Retirement Plans 6

• Meridian 403(b) Summary Plan Description
• Notice of Universal Availability
• Summary of Material Modification
• CARES Act Information
• Understanding Your Meridian International Center Retirement Plan Fees

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Policy 4

• Meridian Procurement Manual
• APPROVAL AUTHORITY (Procurement and Payments / Contracts)
• Sole Source Justification Reference Guide
• Trafficking in Persons Compliance Plan

Templates 14

• Non-Disclosure Agreement
• RFP Template
• RFQ Template
• Contractor Agreement Template
• Appendix B Template

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Forms 3

• Equipment Lease vs Purchase Analysis with Instructions
• New Contract Checklist
• Proposal Evaluation Matrix

Process 7

• Procurement Decision Tree
• VendorRisk Standard Operating Procedure (SOP) and Improvement Recommendations
• Steps to Execute Contract with Adobe Sign
• Vendor Procurement Process from Beginning to End Checklist
• Contract Internal Review Process

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Office Supplies 1

• Office Supplies Procedures

Travel 1

• Meridian Travel Forms, Policies, and Procedures

Procurement Training 5

• Meridian UG Procurement Training Group Exercises
• VendorRisk and Adobe Sign Training
• Updated Uniform Guidance Training and Bridge Period Reference Sheet
• Uniform Guidance Updates to Procurement and Subaward Practices
• Procurement Training Podcast - Uniform Guidance Updates to Procurement and Subaward Practices

Finance Training 9

• Adaptive Training for Grant Reporting
• Adaptive Training for General Department Information
• Fraud Awareness Training
• Who’s Who in Finance
• Participant Support Grants Presentation

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Cybersecurity 0

Sub-award Management 3

• Subaward Process & Procedures
• Subaward Templates
• Subaward Process and Procedures Webinar 2020-09-29 13.59.54

Introduction to Salesforce 6

• Meridian Home Page
• Terminology of Salesforce
• About Record Types
• Tips on Searching in Salesforce
• Entering Information Into Salesforce

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Accounts and Contacts 3

• Accounts
• Contacts
• Entering New Accounts and Contacts into Salesforce

Campaigns and Opportunities 4

• Campaigns
• Campaign Members
• Creating Campaign Members (Adding Contacts to a Campaign)
• Opportunities

Projects and Project Connections 5

• Projects
• Project Visitors
• Project Contacts
• Resources
• Itineraries

Reports, Dashboards, and List Views 3

• Reports
• List Views
• Dashboards

Automations, Emails, Activites, Tasks, and More 6

• Automations
• Setting Up Your Email Profile
• Emailing from Salesforce
• Emailing to Salesforce
• Logging Calls, Meetings, and other Activities

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