Our Path Forward RETURN-TO-OFFICE GUIDE | FEBRUARY 2021 - SEI
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Our Path
Forward
RETURN-TO-OFFICE GUIDE | FEBRUARY 2021
Oaks, Pennsylvania Campus
“ We have always
attempted to build for
the future, while striving
Contents
1
Introduction..............................................
Introduction
for excellence each day.
2
The world looks and feels different today. And as a result, so do our global offices
Guiding Principles.................................. Our top priority has always been the health and safety of our employees. As we begin
The cooperative spirit
to gradually welcome employees back to our offices, we’re all working together to
and the willingness of Return-to-Office Workstreams................ 3 create our path forward. This guide provides insight into SEI’s multi-phased return-to-
everyone to step in where office planning and execution. From the onset of the COVID-19 global pandemic, SEI
4
identified a dedicated team of leaders and representatives from across our businesses
needed is a testament Four Return-to-Office Phases ................. globally to guide this effort.
to the culture of SEI.
6
The guide outlines our measured and conservative approach to understanding
I could not be prouder
”
Decision Criteria..................................... local and national government guidance while keeping the health and safety of our
and more grateful. workforce at the forefront.
Preparing the Office................................ 7 For more on our global response to the COVID-19 crisis, or to read the latest update, visit
seic.com. SEI employees can visit the SEI@Home Employee Resource Microsite, accessable
Conference Center and via the SEI Intranet, to view companywide updates and historical response information.
Conference Room Policies...................... 11
Alfred P. West, Jr.
COVID-19 Questionnaire
SEI’s Early Response
12
SEI Chairman and CEO
and Acknowledgment......................... Beginning in late February On March 17, following a Throughout this transition,
2020, SEI’s leadership team, number of successful small- Chairman and CEO Alfred
along with risk and compliance scale tests, we mobilized to P. West, Jr. encouraged
Guidelines for a Positive Response....... 14 officers, took early actions to
address and mitigate the spread
take a nearly 100% in-office
company and move it to a 99%
the entire SEI community
to embrace “physical—not
of the virus, including prohibiting remote environment essentially social—distancing” and remain
Return-to-Office Training .................... 15 cross-border business travel and
asking all employees to self-
overnight. Through careful
planning and communication,
connected and collaborative.
Once SEI settled into the
isolate if they or an immediate this transition was accomplished
new normal for our business
Travel and Visitor Policies.................... 15 household member was at risk
for contracting COVID-19. In
with minimum to no client
impact, and we were able to
operations, we turned to
planning for returning to
addition, we revised our policies remain business as usual.
our global offices when the
16
to accommodate proactive
pandemic allowed.
Colleague Issues and Concerns............ quarantining and provide for
free COVID testing.
1
Guiding Principles Return-to-Office
Workstreams
Following a number of conversations among executive leadership, risk and Senior leaders across SEI, including Al West,
compliance, legal, and local government leaders, six workstreams were identified identified six main areas of attention for
and staffed to cover various aspects of our eventual return. Each workstream team returning to the office. Leaders were assigned
reported back to executive leadership and was held to the following guiding principles: to assemble teams to review, research
and provide recommendations for key
The health and safety of the SEI community and workforce is paramount. All actions considerations. Teams met multiple times
and decisions are made with a view to the health and well-being of the SEI family of
1 employees. While we understand that our employees may face a myriad of personal
considerations, we strive to mitigate the risk of the virus’ spread and incorporate safety
per week, with weekly presentations to
executive leadership.
and physical distancing measures in our office environments. FACILITIES
AND SAFETY
We will take a measured and science-backed approach to our return, but we will Office capacity, on-site safety
policies, tenant/landlord
move at our own pace. Our team monitors COVID-19 case reporting daily, as well as the requirements and protocols,
information shared by local jurisdictions where SEI operates globally. We will take our food service, transportation
and meeting spaces
2
cues from local leaders and will operate within the guidelines provided. However, we
acknowledge that our local municipalities may ease lockdown restrictions and increase
WORKFORCE OPERATIONAL
allowable business capacity at a faster rate than we are comfortable or prepared to do.
POLICIES AND BENEFITS INTEGRITY
SEI will move within our identified phases when our decision criteria have been met—not
Health protocols, employee Including the evolution
on a predetermined date. engagement, employee resources of work for all business
and policy updates COVID-19 units and locations
Family first: Our employees’ flexibility needs and requirements must be reflected. Our WORKSTREAMS
diverse workforce includes parents, caregivers and many with additional responsibilities
AND PRIMARY
outside their jobs at SEI. Understanding that these unique times bring additional
AREAS OF
3 challenges—such as home-schooling or nursing care restrictions—we continually promote a
“family first” culture, encouraging our employees to ensure they are meeting their personal RESPONSIBILITY
needs first. This includes additional leave time for employees who contracted COVID-19,
CLIENT-FACING GOVERNANCE
free diagnostic and antibody testing and additional mental health resources.
ACTIVITIES AND RISK
Sales, relationship management, Regulatory communications, new risk
Communication and transparency is key to maintaining our integrity and trust. Electronic assessment, financial stress points,
implementations, marketing
communications avenues, such as videos and teleconferences, keep lines open to our and sales support, client travel and visitor/
health and feedback vendor policies
clients and prospects. Our ability to continue servicing all areas of the market without
interruption, in addition to our quick maneuvering to virtual conferences and events, kept
4
us in close contact throughout the changing crisis. Across the business, we received
compliments and accolades from clients on our communication skills. Internally, a COVID-19 TECHNOLOGY
Employee Resource Microsite was launched within days to provide a centralized location for Asset assessment, new
all internal communications. This, combined with “Safe Secure SEI” text alerts and near-daily technologies, desktop team
tools and training
updates from Al West directly, kept our global SEI community connected and aligned.
2 3
Four Return-to-Office Phases
PHASE PHASE PHASE PHASE
ONE TWO THREE FOUR
BEGAN BEGAN NO EARLIER THAN
MARCH 17 JUNE 15 MAY 2021 SEI Next
Following SEI’s transition to remote work, Phase Two began on June 15 and included only Our management team has shifted the start We are terming Phase Four as “SEI Next.”
we entered Phase One, where only a a subset of those roles that are best performed of Phase Three to no earlier than May 1, Much of the decision-making regarding this
limited number of employees were in-office in an office to improve delivery quality, reduce 2021. Additionally, the Phase Three return phase, other than consistency on health and
daily. These approximately 60 employees risk and improve efficiency. We welcomed will involve two separate groups, 3a and 3b. safety, will be guided by our learnings in the
represented about 2% of our global approximately 100 additional employees back Phase 3a will be a “volunteers only” phase second and third phases, along with repeated
workforce, primarily located in our Oaks, PA, to our Oaks, Chicago, Indianapolis and Denver for those in certain management positions surveying to understand and address the
headquarters. Employees in the office were offices. To accommodate these additional throughout the company. We expect the concerns and issues of our collective workforce.
provided with masks and complimentary employees, we restructured our floor plans to total phase 3a population to be around
We will welcome a limited number of employees
prepackaged breakfasts and lunches. Physical- accommodate physical-distancing measures 100 employees.
back to our global offices in a similar, phased
distancing signs and other guidance was per national health authorities, as well as
Phase 3b will start no earlier than June 21, approach. The management teams in each of
provided in buildings. implemented various health and safety protocols
2021. During Phase 3b, we expect around 25% these geographies are currently working on
in our global headquarters. (See Preparing
of total capacity in any of our locations with timing, including the availability and status of
the Office). Phase Two involves in-office
a focus on staff in business and technology public transportation.
representation of 5% of our global workforce.
operations and production support. As always,
we will continue to base all of our return to
office decisions with the health and safety of
our SEI Family at the forefront.
4 5
Decision Criteria Preparing
The decision to advance from one phase to the next depends on a variety of factors,
including local government and health authorities, which vary throughout the different
counties, states and nations where SEI operates.
the Office
The safety and health of our workforce is our top priority as we move to reopen our
Key Decision-Making Criteria SEI offices. When we think about the future of SEI’s open environment, we recognize
that physical distancing may be a part of our new normal. For more than 20 years, our
open environment has powered the collaboration and innovation that is the hallmark
Government mandates We understand that without a Public transportation of our success. We can now leverage our flexible environment as we implement our
and guidance vaccine or cure, widespread
The status of public return-to-office protocols and policies.
testing and contact tracing,
Deemed an essential business, transportation, particularly for
infections could recur in spikes
SEI complies with local, state our London, New York, Toronto
or waves. Daily monitoring for
and Dublin colleagues, will help
We have improved our global offices in several ways, including changes to the physical
and national government and
these surges will continue until facilities, enhanced sanitation and procedures, as well as signage designed to affect
health authority mandates inform when additional staff may
such time that a vaccine or cure positive behavioral changes. We have established these modifications to promote
and restrictions, including return to those locations.
is readily available.
lockdown or shelter-in-place health and safety in the workplace while maintaining our comfortable and collaborative
orders and requirements Employee considerations environment.
Facility preparation and
or recommendations for The availability of child and
office conditions
businesses to operate virtually elder care, schools and camps,
ruler Physical Distancing
where possible. Guidance is The open-office environment and other considerations that
monitored daily and reported in many of our global offices may impact an employee’s
through state stay-in-place lends itself well to identifying ability or desire to return to the
The 6-foot/2-meter rule of • Space planning to maintain a • Mark proper distancing on floors
order charts and a governance and maintaining 6-foot/2-meter office have been considered.
physical distancing is now part of minimum of 6 feet/2 meters where lines will likely form
and risk dashboard, which are physical distancing where A third-party managed, between occupied desks
everyone’s daily life—at least for • Capacity controls and spacing in
shared with senior leaders. available. Establishing and anonymous, all-employee
the near future. By implementing • Behavioral signage to reinforce the café area
implementing processes for survey was sent on May 15 to physical distancing in common areas • Single occupancy in elevators
Community spread cleaning, mask and sanitizer these space management
take a pulse on the SEI family’s • Protocols and maximum occupancies
availability, as well as guidance and behavioral modifications, • Occupancy monitoring by building
The numbers of reported feelings. This survey will be for kitchen and copy areas
for public spaces, meeting we hope to reduce the risk of and floor
cases and presumed positives, repeated to determine the • Prohibited shared use of small
rooms and elevators, is critical spreading COVID-19 among the
deaths, hospital COVID-19 overall viewpoints relating to conference rooms Out of an abundance of caution,
to our return-to-office planning. SEI population:
admissions, available ICU our workforce’s return to office. • Reduced capacities for larger the Oaks fitness center and
In locations where SEI is not
beds and virus recoveries are conference rooms with designated cafeteria sit-down dining areas will
the sole tenant, additional
critical considerations and sitting positions remain closed. Decisions to open
collaboration and consideration
are closely monitored using • Signage to establish circulation those areas are dependent upon
is required.
the Johns Hopkins Center paths in high-traffic areas virus trends, government guidance
for Science Systems and • Walking single file rather than side and management reviews.
Engineering Tracking. by side in hallways
6 7
spray-can Enhanced Cleaning Measures key Access Control – Building Entry
Employees in our global offices to wear a mask and gloves at all switches, ATM machine keys It is essential to maintain the integrity of our points depicted in green. Most of these have
can expect heightened cleaning times. and counters. Staff will ensure access-control systems and account for everyone handicapped-accessible door operators so that
and hygiene standards in disinfecting and cleaning supplies present at our global headquarters during the staff can swipe their badges and activate the door
Both day and night staff will be
accordance with guidelines are in kitchen areas and will COVID-19 pandemic. Only approved staff may by pressing the push pad with their elbows or the
responsible for disinfecting “touch
provided by the CDC, WHO and restock as needed. Additionally, enter the buildings. All individuals with entry edge of their badges in order to enter without
points” during rounds, including
local health authorities. Janitorial evening cleaning staff will empty badges are required to swipe their badges touching the door handles. Additionally, we have
elevator buttons, handrails,
staff will have their temperature trash cans, disinfect restroom and reaffirm their COVID-19 attestation before propped open many interior doors to reduce
door knobs, water fountains,
checked upon arrival to the facility. surfaces and mop and vacuum entering the facility. No tailgating (entering the touch points (marked below in blue). These
water dispensers, microwaves,
Anyone with a temperature higher floors. All cleaning staff will report building on another person’s badge swipe) will doors include foyers adjacent to entry points
refrigerators, faucets, copy
than 100.4° F/38°C will be sent any issues or concerns to a be permitted. Each person must enter under their and stairwells, which are typically adjacent to the
machine control panels, light
home. Cleaners will be required supervisor immediately. own badge ID. building elevator. All nonessential doors have
restricted access and are labeled as “Emergency
lungs HVAC and Indoor Air Quality
To minimize touch points, we have made several
Use Only.”
accommodations to our global headquarters.
The Oaks campus map shows all major access
Ventilation and filtration provided • All filters in the heating and air- • Air-conditioning systems will
by our air-conditioning systems conditioning systems have been start up earlier and run later to
can reduce airborne concentration
replaced and upgraded to superior continuously flush buildings with O A K S, P E N N S Y L V A N I A
AD
building quality. fresh air.
of COVID-19 and thus the risk BUILDING ENTRY
O
R
• Fresh air introduced into all OPEN STAIRWAY
of transmission through the air.
L
buildings has been increased.
IL
In our global headquarters, we UPPER
M
• All surfaces in the air-conditioning PARKING
are following—or exceeding—
ER
rooms are routinely sanitized, as GARAGE
best practices recommended
ID
these rooms serve as a mixing box
UP
C
by the American Society of for fresh air and indoor air.
WO
PE
Heating, Refrigerating and Air-
OD
R
LAN
IN
Conditioning Engineers.
DI
DS
AN
utensils Kitchen Safety
IT
MM
HE
SU
AD
RO
AD
We are reducing contact points • Keep at least 6 feet/2 meters • Avoid touching your mask, eyes,
by installing no-touch faucets between yourself and others. nose and mouth while in the
Your mask is not a substitute for kitchen area. Germs are often HILLSIDE CLIFF
and soap dispensers in our HIGHLANDS
physical distancing. spread when a person touches
global headquarters. In addition, FREEDOM
something that is contaminated VALLEY D
these guidelines are designed to
• If there are two people in the RIVE
and then touches their face.
kitchen, please wait until one or
G
help stop the spread of germs: both have left. • Use the disinfectant provided SPRIN
• Maximum of two people in the to wipe any surface that you
• Be sure that you have cleaned
kitchen at a time. touched while in the kitchen, LOWER MEADOWLANDS
your hands before touching the PARKING GARAGE
including countertops,
• Always wear your mask while in microwave, water dispenser,
microwave, refrigerator handle,
the kitchen area. coffee station or refrigerator.
faucets, first-aid box and copier.
• Wash your hands with soap and • All dishes and utensils must Wash your hands with soap and
water for at least 20 seconds be washed and removed from water for at least 20 seconds
upon entering the kitchen. kitchen immediately after use. prior to leaving the kitchen. WETLANDS STILLWATER
SPRING PARKING
GARAGE
8 9
sandwich Cafeteria Operations (Oaks, PA)
Conference Center
• All cafeteria staff will: • We have implemented the – Alcohol-based hand sanitizers
following changes to our have been placed near cash
– have their temperature checked cafeteria: registers and throughout
upon arrival to the facility. the café to encourage hand
and Conference
Anyone with a temperature – Lines inside and outside the hygiene for guests.
higher than 100.4° F/38°C will café will be managed by
– All meals are prepackaged and
be sent home. keeping employees 6 feet/2
individually wrapped.
meters apart with signs and
– wear new uniform masks and
staff assistance. Only 10 – Our dining room seating is
Room Policies
gloves at all times.
guests are allowed at a time closed, and outdoor seating
– complete additional training in the serving area and we is available for single-seating.
in updated sanitizing, hand will discourage groups from Guests must continue to practice
hygiene and social distancing gathering at entrances. physical distancing outdoors.
procedures to maintain at
– We will have visible, timed – Outtakes and Summit may be
least 6 feet/2 meters between
cleaning and disinfecting of high- used as needed for additional
themselves and others.
touch surfaces, such as food, food pickup options as campus While technologies like Webex have helped SEI bridge the distance in our current situation,
restroom Restrooms
deli and checkout counters. population grows. it is necessary that we plan for reintroduction of our employees into our conferencing
spaces. We understand that in-person physical meetings drive productivity, engagement,
innovation and collaboration. To promote the health and safety of our in-office workforce,
• Cleaning staff in our Oaks closed” bar across the doorway • Behavior signage is installed
headquarters will complete to prevent entry until cleaning is to promote handwashing and we will integrate meeting room scheduling with strict sanitizing procedures.
morning and afternoon rounds to complete. reduced contact points.
the restrooms to restock products • In addition to enhanced • Reduced capacity signage is
and disinfect all surfaces. sanitization, we are reducing installed on all entrances.
Phase Two Phase Three
• When cleaning restrooms, contact points by installing In this initial return phase, the Oaks Conference • As the headcount on individual floors dictates, 2-
• Sanitizing wipes are placed near
staff will place the “temporarily no-touch faucets. Center has been reconfigured as follows: and 3-person rooms will be available for scheduling
the door for use on door handle.
through the Conference Center.
• 2-person rooms: Seoul, Tokyo, Athens, Beijing,
mailbox Mailroom Operations
• Amphitheater A or B can be used for meetings of 15
London, Montreal, Shanghai, Dublin, Taipei Café: Two
to 21 people.
people maximum, sitting on opposite sides of the
table lengthwise.
For questions and clarifications email
• All mailroom staff will have their • Additional hand sanitizers • Mailroom staff are expected • 4-to-6-person rooms: Buenos Aires, Johannesburg, conferencecenter@seic.com.
temperature checked upon and cleaning supplies will to adhere to SEI’s in-office Sydney, Executive Boardroom, Helsinki, Stockholm,
arrival to the facility. Anyone with be provided throughout the requirements for wearing Vienna, Madrid Café, Rio De Janiero Café.
a temperature higher than 100.4° mailroom. masks and maintaining physical
F/38°C will be sent home. distancing. • 8-to-10-person rooms: Milan, New Delhi, Zurich, Paris,
Hong Kong: Five tables lined up around perimeter of
Face Coverings
the room.
– If a private room is deemed necessary, employees
should schedule meeting space in the Conference
In our global headquarters, masks • Before putting the mask on, • Do not store the mask in your Center so we can monitor, manage and sanitize the
are required for all individuals on inspect it for tears or holes. pocket. shared space. 2-PERSON ROOM SETUP
campus and must be in place at • Place the top part of the mask on • To remove the mask, remove it – Encourage team and individual communications to
all times except when alone at the bridge of your nose. Cover your from behind (do not touch the still be done over Webex while in the office.
mouth and nose with the mask front of mask). Clean your hands
an employee’s desk, including – Hand sanitizer and disinfectant wipes placed in
and make sure there are no gaps with soap and water or alcohol-
walking to and from the parking every room.
between your face and the mask. based hand sanitizer.
lots, in between buildings, and – Videoconferencing upgrades (higher-end
• Avoid touching the mask while
walking to a printer or copier We recognize that individual USB cameras to connect to laptops) added to
using it; if you do, wash your
machine. Tips for wearing masks countries and jurisdictions may smaller rooms.
hands with soap and water.
include: have differing regulations and – Seats will be positioned and marked so that physical
• Always wear a mask when
guidance on face coverings, distancing can be maintained.
• Before putting on your mask, clean stepping away from your desk.
your hands with soap and water. and we will default to those – Meeting rooms on individual floors will not be
recommendations. available for use.
10 11
OAKS SHARK TANK
Virtual Presenting
Spaces at SEI
Oaks
Creating a professional, distraction-free space for at-home virtual client presentations can
OAKS SPORTSCAST
be challenging. To assist our client-facing employees create a polished and branded look, Shark Tank
we created several new presentation spaces, available in our Oaks and London offices. • Casual and conversation atmosphere
mimics an informal client discussion
• One or two employees
Rooms can accommodate one to five employees for client meetings and presentations.
• Webex-enabled video conferencing
These spaces are equipped with the technology necessary to create a seamless, refined
experience. For maximum comfort and confidence, employees can bring their own laptops
Sportscast
and easily connect to the in-house presentation setup.
• Showcase SEI in a more formal
presentation setting
Employees interested in booking virtual presentation spaces at Oaks should begin by • One to three employees
emailing the SEI Conference Center. Employees in London interested in booking studio • Webex-enabled video conferencing
space should email SEI London Events and SEI London Facilities.
Executive Boardroom
OAKS EXECUTIVE BOARDROOM
• Seamlessly simulate a
client meeting with multiple
attendees from both SEI and
client companies
• Up to five employees
• Voice-tracking cameras
London
Valley Forge
• Sit or stand
before a branded
SEI backdrop
• One to three employees
LONDON VALLEY FORGE
• Webex-enabled video
conferencing with
touch-screen LCD monitor
12 13
Current U.S. Questionnaire and Acknowledgment
COVID-19 In light of the COVID-19 global pandemic, SEI is implementing various measures designed to make
Questionnaire and
people working in the office feel more secure with the physical environment.
Please review the following questions and acknowledgment below. If the answer to one or more of the
questions is “YES”, or if you have an elevated temperature, either now or at any time in the future, you
should not enter a SEI facility. Instead, you should work from home, as applicable, until you have not had
Acknowledgment
what for you would be an abnormal temperature for at least three days and your answers to the questions
below are “NO.” SEI employees must notify their manager and/or HR Partner as soon as possible, and non-
SEI employees must notify their primary SEI contact.
Please note: Each time you badge in to or otherwise enter a SEI facility, you will be confirming that your
answer to each question below is “NO.”
Members of our return-to-office workstreams have established a process designed to
mitigate the risk of the virus’ spread in our offices. Prior to visiting one of our global HAVE YOU:
locations—either for a workday or for a drop-in visit—each staff member must first
1. Been diagnosed with, or considered presumed positive for, COVID-19 in the last 14 days?
complete an online COVID-19 Questionnaire and Acknowledgment developed in
accordance with local public health guidance. 2. Experienced any flu-like symptoms or symptoms associated with COVID-19 in the last 14 days, such
as: cough, shortness of breath or difficulty breathing, fever (a temperature of 100.4°F/38°C or higher),
The COVID-19 Questionnaire and Acknowledgment should be completed prior to a person’s visit to an chills, muscle pain, sore throat, or new loss of taste or smell?
SEI facility. Each time thereafter, by entering an SEI facility using their security badges, individuals are
3. In the last 14 days been in close (a household member or within 6 feet) and prolonged (15 or more
re-attesting to their answers to the acknowledgment and their ability to enter the office. Employees
minutes) contact with anyone with known or suspected COVID-19 during the period from 2 days
who travel out of the vicinity and/or have been out of the office for 30 days or more will be required to
before their onset of symptoms (for someone with symptoms) or from 2 days before the date of the
reacknowledge the online form.
COVID-19 test (for someone who tested positive but has no symptoms) until the person is released
Please note that the attestation included in these materials is the form currently being used and is from isolation by a healthcare provider and/or based on applicable public health guidance?
subject to change. Consequently, the form that you sign initially, as well as the attestations you will be
deemed to have made when you enter the building may be different than the form in these materials. 4. Been directed by a health care professional or public health official, or instructed due to contact
Employees will receive notice of the changes to the attestation if and when any are implemented. tracing, to self-isolate or quarantine at this time?
5. Due to business or personal travel (excluding commuting), or other activities, within the last 14
days, believe you are at an elevated risk to contract COVID-19, including if you have been in
an environment where you have likely been in close proximity with individuals outside of the
geographic area of your primary residence?
By swiping your entry badge or otherwise entering SEI’s facilities, you certify and acknowledge that you are
truthfully answering “NO” to each of the above questions. You also acknowledge and will comply with the
following expectations moving forward: (1) Each time you badge in to SEI’s facilities, you will be re-affirming
that your responses remain “NO” to each question. (2) If the answer to any of the questions is “YES”, you
will not badge in or enter the facilities.
Additionally, each time you badge in to or otherwise enter a SEI facility, you will be confirming that you
have had your temperature taken within 120 minutes prior to entry and such temperature was what you
would consider to be “normal” for you (i.e. a temperature of less than 100.4°F/38°C, but something that is
still normal for you).
14 London, U.K. Office 15Guidelines for a
Positive Response
Should any employee or approved vendor report a “YES” response in the COVID-19
IF THE PERSON HAS THAT PERSON SHOULD
questionnaire or have similar concerns, guidelines have been established to determine if the
individual is permitted to enter an SEI facility. Specific guidelines may be updated as public Been in close contact with a household member or within
health guidance develops and may differ by office location. Our U.S. guidelines currently 6 feet and 15 or more minutes over a 24-hour period with
someone with known or suspected COVID-19 in the last 14
include the following:
days. This can involve:
Remain out of SEI’s facilities until 14 days have passed since
• Contact with someone with symptoms: From 2 days they have been in contact with the individual (even if the
before onset of symptoms through the isolation period person tests negative)
IF THE PERSON HAS THAT PERSON SHOULD
• Contact with someone who tests positive but remains
asymptomatic: From 2 days before the date of their test
Remain out of SEI’s facilities until the person either: until released from isolation
Been diagnosed with COVID-19 via a test (with or without • Provides documentation from a healthcare provider stating
symptoms) or is presumed positive for COVID-19 (believes they are no longer symptomatic or at risk of spreading the virus
they may have or develop COVID-19 based on symptoms Been directed by a healthcare professional or public Remain out of SEI’s facilities through the isolation/quarantine
• Meets the CDC’s criteria for Discontinuation of Isolation,
and/or exposure to someone with COVID-19): health official to self-isolate or quarantine period (even if the person tests negative)
which varies depending on the circumstances of the
individual’s case (typically at least 10-14 days)
A belief that, due to personal or business travel (excluding
Remain out of SEI’s facilities for 14 days from the last travel or
commuting) or other activities within the last 14 days, they
Notify their supervisor that they have one or more symptoms activity (even if the person tests negative)
are at an elevated risk to contract COVID-19
associated with COVID-19 (more specific than just “I’m not feeling
well”) and advise if they believe they may have been exposed to
someone with COVID-19, may have COVID-19 or are getting tested/
awaiting test results for COVID-19. The HR Partner may follow up A belief that a household member or close contact may be
with more specific questions. at an elevated risk to contract COVID-19. This could Remain out of SEI’s facilities for 14 days from the last travel,
include post-travel quarantines, school/classroom and activity or potential exposure (even if the person tests
Remain out of SEI’s facilities until symptom-free in accordance with sports-related exposures or quarantines, or other negative)
Experienced any flu-like symptoms or symptoms CDC Discontinuation of Isolation guidance (at least 10 days from potential exposure situations.
associated with COVID-19 in the last 14 days: symptom onset, among other criteria)
If the person has not knowingly been exposed to anyone with
COVID-19 and does not believe they may have COVID-19, they
If someone working on-site tests positive or is presumed positive for COVID-19, we will strive for
should remain out of SEI’s facilities for at least 14 days from centralized communication to help protect privacy, reduce the spread of rumors and prevent a potential
symptom onset. The person may return sooner only upon receipt of panic situation. Our designated Crisis Management Team will evaluate each situation as warranted and
a negative COVID-19 test, receipt of documentation from a
determine what steps should be taken, including contact tracing, identifying who
healthcare provider stating they do not pose a risk of virus spread,
or if they meet the CDC’s criteria for Discontinuation of Isolation. should be informed and/or sent home, and implementing cleaning protocols.
Any fever, even if it is lower than the CDC guidance
Remain out of SEI’s facilities for at least three days following
of 100.4F/38C; no other COVID-19 symptoms or
the resolution of the fever.
known exposure:
16 17COVID-19 vs. Flu vs. Cold
Employees who have one or more symptom associated with COVID-19 should notify their supervisor.
Return-to-Office
Training
This chart lists common symptoms of COVID-19, the flu and the common cold.
SYMPTOMS COVID 19 Flu Cold
Incubation period 2-14 days 1-4 days 1-3 days
Our Learning and Development (L&D) team is committed to supporting leaders and
Symptoms onset Gradual Abrupt Gradual employees in managing personal and professional development. This support includes the
specific need to understand new working dynamics and different ways to communicate
Cough Common Common Mild to moderate and meet deliverables and shared goals. In addition to supporting SEI’s community with an
ongoing curriculum that supports teams in a virtual environment, the L&D team created a
Shortness of breath Common Sometimes Mild mandatory training module for all team members returning to work in an SEI office location.
Fever Common Common Rare
The return-to-office training covers:
Fatigue Common Common Sometimes • COVID-19 Questionnaire and Acknowledgment
• Physical-distancing guidelines for offices
Runny nose Sometimes Sometimes Common • Face coverings and mask policy
• Safety concerns and employee resources
Nasal congestion Sometimes Sometimes Common
Trainings must be completed prior to returning to an SEI location for the first time.
Diarrhea Sometimes Sometimes Rare
Body aches
Sore throat
Sometimes
Sometimes
Common
Sometimes
Slight
Common
Travel and
Headache
Loss of appetite
Sometimes
Sometimes
Common
Common
Rare
Sometimes
Visitor Policies
Respiratory issues Common Sometimes Sometimes At the time of printing, SEI is operating under a business travel ban restricting all
domestic and cross-border travel. We are continuing to monitor local, state and
Chills Sometimes* Fairly common Uncommon national travel advisories and will adjust accordingly as we are able.
New loss of taste or smell Sometimes Sometimes Sometimes
Additionally, we are not currently allowing visitors to any office locations. This policy is
under constant review, and we will adjust accordingly as we are able.
*Including repeated shaking with chills
18 19Colleague Issues
and Concerns
We understand that returning to the office may be a
sensitive subject. As Al West has continued to reinforce,
we believe in a culture of freedom with responsibility.
Accordingly, we recognize that everyone has a different
level of sensitivity and perspective regarding health
and safety in the current environment. We ask all SEI
employees to please be considerate of others through
the activities in which you participate and the decisions
you make.
We understand that none of the measures we are taking can
guarantee anyone’s health or safety when you are in an SEI facility.
However, we hope the limitations surrounding everyone’s access
and other protocols and policies will help to mitigate the risk of the
virus’ spread. As the COVID-19 situation continues to evolve in the
different geographic locations where we operate, we may revise or
tailor our protocols accordingly.
If employees, at any time, feel uncomfortable, they are encouraged
to reach out to their manager, HR Partner or any member of the
Workforce Development team. In addition, employees always have
the option to utilize the SEI Ethics Alert Line, a reporting avenue
where concerns can be addressed. The U.S. phone number is
877-705-2579, and reports can be made anonymously. Additionally,
emails can be sent to seiethicscommittee@seic.com.
SEI employees should be aware that failure to comply with our
guidelines and expectations could result in disciplinary action.
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