Pursuing concurrent documentation and performance review

  • Updated

This article applies only to single-location WELL Certification projects that are not part of a WELL at scale subscription. Concurrent reviews are always available to WELL at scale subscribers with no additional action required.

What is a concurrent review?

A concurrent review is when a WELL Certification project submits for both documentation and performance review at the same time.

For concurrent review, the WELL Reviewer will return the review within 20-25 business days after documentation is submitted.

What are the basic requirements for concurrent review?

To be eligible for concurrent review:

  • Construction must be complete
  • Your project must be pursuing WELL v2 or v2 pilot Certification
  • You must not have submitted for preliminary documentation review
  • All documentation and passing Performance Verification results must be submitted together at the time of preliminary documentation review

What information is required to schedule Performance Verification?

You must confirm that all items listed below can be provided in advance of on-site testing: 

  • Project Information and Performance Estimator Tool (PIP): Complete and uploaded to the project WELL Online Dashboard
  • Scorecard listing all features being pursued or current documentation review report
    • Note: For any features that have an option of a performance test pathway or other verification method (i.e. L01), the project team should clearly list in the scorecard which option is being pursued.
  • For v1 projects only:
    • Floor Plans: Project Boundary, Furniture Layout, and Room Names
    • Mechanical and Electrical Drawings
  • Recertification Tool (if applicable)

How do I request a concurrent review?

To submit for concurrent review, follow these steps:

  1. Confirm that your project meets all of the requirements listed above.
  2. Submit for "Preliminary Performance Review" from your project's Review tab.
  3. Include a note in your review submission to indicate that this is a concurrent review.
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