WELL at scale is designed to help companies implement, scale, and assess proven health strategies and performance across an organization or multiple locations.

An important step in the WELL journey is preparing and submitting documentation demonstrating compliance with WELL’s research-backed health and well-being strategies. Your organization’s WELL Score™  (for enterprise-level subscribers) is the result of a successful review of those documents. The documents also contribute toward individual property achievements.

Depending on your goals, you can pursue any WELL milestone for locations during a review cycle. You can also choose to pursue individual WELL v2 feature parts without targeting a specific milestone during a review. Discover more about the types of documentation required, as well as best practices to help you succeed. Review the WELL Guidebook in detail for more information on the WELL documentation process.

WELL Documentation Overview

The main types of documentation required, explained in further detail below, are:

• Shareable documents

• Individual documents

• Audited documents

Shareable documents 

Shareable documents can be assigned to multiple projects or an entire set of subscribed locations, as applicable, without any need for project-specific documentation.

For example, feature A02 Smoke-Free Environment, Part 1 - Prohibit Indoor Smoking is verified through a Policy Document and/or Operations Schedule, which is a Shareable document. A Policy Document prohibiting indoor smoking could be submitted once and applied to the entire set or a subset of locations, as long as the organization can attest that this policy applies to all such locations.

Shareable documents include:

• Letters of Assurance (LoA)
  • Letter templates are available for download on your Scorecard. These must be completed by a designated member of the project team, so be sure to select a team member with relevant expertise. The LoA affirms your project has implemented a given feature as required. The person who signs it is attesting that they have the expertise to verify that those projects meet the outlined requirements.
• Educational Materials
• Operations Schedules
• Policy Documents
• WELL AP credentials
• Beta Feature Form
• Innovation Form

Review this list of feature parts that require shareable documents for more information.

Audited documents

Audited documents are used to streamline documentation in instances when the verification method is specific to the conditions of an individual project: for example, a modeling report or an architectural drawing. 

As you assign features to locations on your scorecard, if the feature is verified by audit, a task will be created on your Scorecard and in the Documents Library that indicates which locations will be audited. You will only need to submit documentation for these locations rather than for every location pursuing that feature.

For example, feature M02 Access to Nature requires a professional narrative as the verification method. In the example below, 4 locations are pursuing this feature.

Of these locations, 2 must submit audit documentation. Click the blue underlined text in the Tasks section to see which locations require documentation. When you are ready to upload your documents, click the Upload button.

Your organization may have an overarching policy that describes how your locations generally meet the feature requirements to integrate and encourage occupant access to nature within the building and project site (external to the building). We encourage you to submit this high-level narrative for review for the locations pursuing this feature.

Additionally, for the locations selected for audit, you must submit project-specific details in a professional narrative that is specific to each location that was assigned to that M02 document. The narrative should describe how that individual property has met the feature requirements to integrate and encourage occupant access to nature within the building and project site (external to the building). It should include specific nature strategies that exist at the location, as detailed in the feature. 

Audited documents include:

• Annotated map
• Architectural drawing
• Commissioning report
• Design specifications
• Mechanical drawing
• Modeling report
• On-going maintenance report
• Photographs
• Professional narrative
• Remediation report
• Signage and communication materials
• Survey materials
• Technical Document (except WELL AP credential)

Individual-scale documents

Individual-scale documents are those that apply to only one property. Any feature can be submitted as an individual-scale document if you have very different ways that locations meet WELL requirements. Only three categories of features are required to be submitted individually for projects:

• Ongoing data reports (submitted as a part of annual maintenance for some features)
• Performance tests (required for projects to achieve WELL Certification or the WELL Performance Rating, also required for some individual features)
• Sensor data (data collected from permanently installed continuous monitors)

Review information form

In addition to submitting feature-specific documentation, you must submit a WELL review information form two weeks before you are ready to start your review. This form details information about the scope of your review. This form also has a helpful checklist to ensure you're taking all the steps you need for your first round of review. When completed, submit this form via a message in your WELL dashboard's Support tab.

Additional resources

• WELL at scale documentation review training video (57 minutes)

  • This video provides a comprehensive look at many different aspects of the documentation review process for WELL at scale

• WELL at scale documentation training slides