A WELL project administrator, often a WELL AP, WELL consultant, owner or other designated representative of the project team, acts as a project manager to oversee the WELL certification journey. The project administrator coordinates communication among the team and serves as the primary point of contact on the project. This article contains a brief video and checklists to help guide project administrators through the Certification process.

• Learn about the WELL Certification process and evaluate WELL using the WELL v2 digital standard Overview and the WELL Program Guidebook

  • Get a pricing estimate using our WELL Pricing Calculator
  • Learn about the support provided by our WELL coaching team
  • Use the What is WELL? Overview and Introduction to WELL presentation to explain the benefits of WELL to stakeholders
  • Create your WELL account and start your project
  • Review the WELL v2 digital standard and build your custom scorecard
  • Recruit key team members
  • Identify your project’s target level for certification (bronze, silver, gold, platinum) 
  • Identify your project’s timeline using the timeline estimator tool
  • Complete your project’s enrollment and pay your enrollment fees

• After you’ve completed the Assess phase of your project, it’s time to implement your vision. Align on key goals with stakeholders, learn about WELL Precertification, gather and submit documentation, and get ready for Performance Verification. These steps will help make sure you stay on track:

  • Educate key stakeholders and align on health and well-being goals by facilitating a stakeholder charette
  • Add team members on WELL Online
  • Update your estimated date of documentation submission 
  • Consider pursuing WELL Precertification, an optional milestone demonstrating your commitment to WELL early in the process and allowing for early documentation submission
  • Determine whether you will work with IWBI to coordinate performance testing or contract directly with a local WELL Performance Testing Organization.
  • Consider and coordinate optional pre-testing
  • Compile and create documentation
    • Review sample documentation, LoA templates (available through your project’s scorecard and the resources library), and the WELL Documentation Annotation Guide
  • Identify any submit Alternative Adherence Paths (AAPs), Equivalency Proposals (EPs), and Innovations
  • Upload and submit your documentation for Preliminary Review
  • Respond to review comments after your Preliminary Documentation Review 
  • Submit your documentation for Final Review
  • Contact our support team through the ‘Support tab’ of your project dashboard with any questions

• After your documentation has been approved, construction is complete and the required occupancy has been achieved (see “Planning performance verification testing” for more details based on project type), you can schedule performance testing.

  • Schedule performance testing
  • Hold a Performance Verification prep call with your performance testing organization
  • Complete the performance verification punch list one month prior to the scheduled date of performance testing and the day before to confirm readiness  
  • Receive the results of performance testing from the performance testing organization. As long as all of the results are passing, the performance testing organization will submit the results for review
  • Receive the Final WELL report
  • Draft appeals if necessary 
  • Consider use of Welcome to WELL toolkit - signage

• Let the world know about your accomplishments. The tools below will help you announce your achievement. 

  • Achieve Certification! Use our PR Guidelines and consider sending out a press release, social media, and announcement.
  • Identify a teammate to manage annual reporting and recertification by adding them to your project team
  • Use our Welcome to WELL toolkit to communicate about your WELL achievements with employees or tenants. If you have an enrolled project, you can find the toolkit in the Promotions tab of your WELL Certification or Health-Safety Rating project dashboard, or the Resources tab in your Portfolio project dashboard.
  • Update your project profile to be featured in IWBI’s project directory
  • Submit your annual reporting documents each year
  • Consider other WELL achievements to pursue, such as the WELL Health-Safety or WELL Performance Rating
  • Enroll for recertification