In order to maintain status as a WELL Certified project, project teams must submit ongoing data via WELL Online for certain WELL features that address the following:

1. Results of post-occupancy surveys 
2. Proof of maintenance (e.g., logs of cleaning schedules and filter replacement)
3. On-going monitoring of environmental parameters (e.g., air and water quality)

The features that require annual reporting are listed below:

• • • Feature A01 Air Quality - Part 5 

    • Feature W03 Basic Water Management - Part 1 and Part 2

    • Feature T01 Thermal Performance - Part 2 

  • • Feature A08 Air Quality Monitoring and Awareness - Par 1 

    • Feature A12 Air Filtration - Part 1

    • Feature A13 Enhanced Supply Air - Part 1 

    • Feature A14 Microbe and Mold Control - Part 1 

    • Feature W05 Drinking Water Quality Management - Part 1 

    • Feature W07 Moisture Management - Part 3 

    • Feature W09 β Onsite Non-Potable Water Reuse - Part 1

    • Feature V09 Physical Activity Promotion - Part 1 

    • Feature T06 Thermal Comfort Monitoring - Part 1 

    • Feature C04 Occupant Survey - Part 2

• • • Feature A01 Fundamental Air Quality - Part 5 

    • Feature W01 Fundamental Water Quality - Part 3 

    • Feature W02 Water Contaminants - Part 7

    • Feature T01 Thermal Performance - Part 2 

    • Feature C03 Occupant Survey - Part 2 

  • • Feature A08 Air Quality Monitoring and Awareness - Part 1

    • Feature A12: Air Filtration - Part 1 

    • Feature A13: Active VOC Control - Part 1 

    • Feature A14 Microbe and Mold Control - Part 1 and Part 2 

    • Feature W05 Water Quality Consistency - Part 1 and Part 2 

    • Feature W09 β Onsite Non-Potable Water Reuse - Part 1 

    • Feature V11 Physical Activity Promotion - Part 2 

    • Feature T06 Thermal Comfort Monitoring - Part 1

    • Feature C04 Enhanced Occupant Survey Part 1, Part 2 and Part 4

• • Preconditions: 

    • Feature 05 Air Filtration – Part 3 (Precondition for all project types) 

    • Feature 06 Microbe and Mold Control – Part 1b (Precondition for all project types) 

    • Feature 86 Post-Occupancy Surveys – Part 2 (Precondition for New & Existing Buildings, New & Existing Interiors, and Educational Facilities)

  • • Feature 18 Air Quality Monitoring and Feedback – Part 1 

    • Feature 23 Advanced Air Purification – Part 3 

    • Feature 35 Periodic Water Quality Testing – Part 1

    • Feature 36 Water Treatment – Part 4

Timeline for ongoing data reports 

Once a project has achieved certification, your WELL Journey will appear in the ‘Dashboard’ tab of your project’s WELL Online account. Ongoing data reports should be submitted within 12 months of initial certification and then every 12 months thereafter as shown in the example below:

Timeline for projects that have achieved a WELL Rating 

If you are pursuing a WELL Rating and WELL Certification at the same time, the Rating will be achieved after the Final Documentation Review while WELL Certification will be achieved after the Final Performance review. Due to this, the Rating achievement date will be earlier than the WELL Certification achievement date. 

As the WELL Program Guidebook states that projects are required to submit ongoing documents within 12 months of initial certification, you can submit ongoing documents for Certification before the 12 month period to align it with Rating ongoing reporting. For example, if a project achieves Certification in May 2023, the team is required to submit ongoing documents by May 2024. Therefore, if the WELL Health-Safety Rating is due in February 2024, the project team can submit WELL Health-Safety Rating renewal and Certification ongoing documents around February 2024. 

Prepare ongoing data reports

1. Make sure that the project administrator listed in your WELL account on the Team tab has been confirmed or updated after your project achieves WELL Certification. The project administrator will be the person to receive any project-specific notifications and reminders for maintaining the ongoing WELL requirements. They will also receive reminder notifications about pursuing recertification 6 months before the project’s WELL Certification is set to expire.

2. You can use the applicable ongoing data templates that have been made available by IWBI to collect and submit data on an annual basis.

Submit ongoing data report

All three years of ongoing data should be uploaded to a project’s initial WELL Certification account. Ongoing data reports should not be uploaded to projects’ recertification accounts (more information about enrolling for recertification and setting up the recertification account can be found here).

1. Log into WELL online and open your WELL Certified project dashboard. Navigate to the Documents tab and click ‘Upload Document’.

2. Choose ‘Ongoing data reports’ for the document type. Then, identify the relevant feature part and the period you are submitting documentation for.
3. Attach your document, and click ‘Upload’
4. Repeat the upload process for all the features achieved that require ongoing data.

Ongoing data reports will be reviewed when the project submits for recertification review at the three year mark.

Projects that have opted in for WELL Ratings can have ongoing data reviewed on an annual basis when submitting for Rating renewal review.

Frequently asked questions

• Project teams that have not uploaded one or more years of the ongoing reporting data required to maintain WELL Certification should reach out to IWBI through the Support tab in their digital account. The project team should share the following information: the features where ongoing reporting documentation has not been uploaded to date, the reasons why these documents were not collected, and the measures that have been or will be taken to ensure ongoing data will be collected and uploaded correctly in the future. IWBI will evaluate this on a case by case basis and provide a decision to the project team regarding next steps for recertification.

• Yes, if the feature part you are submitting annual reporting for specifies “one of the following requirements is met”, you can pursue annual reporting for another requirement for Year 1 and beyond.
  Ex. If you indicated that you would pursue v2 pilot W01.3 requirement a during initial certification, but would like to upload data for requirement b., instead, you may do so.

• You can reference the WELL Program Guidebook (page 22) for full terms of annual reporting requirements.

• The intent of features verified by ongoing data reports is to monitor specific parameters for project teams’ awareness and in the event that something is off, alert the project team so they can take remedial action. Features verified by ongoing data reports do not require that specific thresholds are met unless specifically identified (e.g., v2 W05.1). Therefore, if projects have results that do not meet WELL requirements and no thresholds are identified in the feature, they can submit them and should include a note stating the actions that will be taken to ensure the requirements are met before the next year’s testing. If projects choose to use annual performance testing data taken by a WELL Performance Testing Agent for recertification, the average of  the 3-year testing data should meet WELL requirements.

• Yes. To meet ongoing reporting requirements for a feature under a newer version of WELL, you may do so using the relevant Skybridge tool. To document that a feature has been pursued under a more recent version, please include a cover page with your ongoing data report that notes this. An example of a note that describes this is below:
  
  "[Project name] utilized the WELL v2 Skybridge tool to meet ongoing maintenance requirements for Feature A12.1 under WELL v2  rather than under WELL v2 pilot." An example of a project that may want to meet ongoing requirements under a newer version of WELL would be a WELL v2 pilot project that would like to upgrade Feature A01.5 to WELL v2 to use continuous monitoring as the verification method.

• If an ongoing reporting feature under your initial certification version (v1 or v2 pilot) is aligned with a v2 feature, you can continue to maintain ongoing reporting requirements under your initial certification version for that feature after you have upgraded to v2 and completed recertification.
  
  If an ongoing reporting feature under your initial certification version is not aligned with a v2 feature, you will need to adhere to the v2 feature’s ongoing reporting requirements once you have upgraded to v2 and completed recertification.
  
  A feature under your initial certification version is aligned with a v2 feature if the feature achievement status shows as “Expected” in the ‘Upgrade - v2 Features’ tab of your completed recertification tool.

• No, in years where recertification performance verification is conducted, projects can use performance verification results to satisfy both performance testing and certain ongoing testing requirements.
  
  Projects can use performance test results as ongoing annual tests. For features that require quarterly or semi-annual testing, performance test results can be applied to the quarter or half in which testing occurs. Projects should include a copy of any performance test results within the required ongoing data report.
  
  This guidance also applies to projects approved to collect reduced sampling for recertification.
  
  The following feature parts can use performance test results from other parts as ongoing test results.

  WELL v1

  • Feature 35, Part 1

  WELL v2 pilot

  • A01.5
  • W01.3
  • W02.7
  • W05.1
  • T01.2

  WELL v2

  • A01.5
  • W03.1 – Note separate pH testing must also be conducted.
  • W05.1 – Note separate pH and TDS testing must also be conducted.
  • T01.2