COVID Self-Assessment & Certification Form for Firm Operations

05/08/2020 3:37 PM | ACRAsphere Blog Team

The following post was authored by Cinder Miller, Vice-President of Operations at Gray & Pape.

As states prepare to begin the phases of re-opening, many CRM firms are grappling with their responsibilities regarding keeping employees safe both in the office and the field. Both employee and employers are concerned about the potential for exposure. As employers, we have the responsibility to ensure work place safety. As discussed at the last ACRA Happy Hour, at Gray & Pape, one of the tools we are using is a daily employee self-assessment and certification form.

On the first day back, we ask employees to self-certify that they are healthy as defined in the form. Then, every day when they come into the office, they have to sign in. By signing in they are re-certifying EVERY day that they are still healthy. We ask them to store the forms every day locally. We have a COVID officer at each of our brick and mortar locations, that person is in charge of making sure that everyone who comes to the office that day signs in. The form is posted electronically so that you don’t actually touch a pen, you just write your name.

Does this mean that we can guarantee that an employee does not have COVID-19? No. It means that we asked them if they were sick, they said no, and we trusted them. We have reserved the right to take their temperature. This is a MUCH more complex process and requires more space and privacy than we have in most of our offices. Also, given the large number of asymptomatic carriers, taking temperatures is not a fail safe. But it would likely decrease the chance of transmission.

On the form, we are leaving in the part about travel for now as we have a few international projects, but that section will surely change this summer.

You can download a sample copy of the form here, and feel free to pose your questions in the comments below!

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