Use the recertification tool

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The recertification tools were created to guide you and streamline your recertification process. Use this article to learn how to access and use the tools to complete recertification.

IWBI is in the process of finalizing the WELL v2 recertification tool and the timeline for publishing the tool is end of Q1 2025. In the meantime, project teams can still make progress with the recertification process by reaching out to IWBI via the support tab under your WELL  digital account. IWBI will then provide step-by-step instructions on what documents should be uploaded and the scope of performance test relevant to the project. This will support the project to move forward with the recertification process.

  1. Download the recertification tool (v2 pilot | v1).

  2. On the v1 or v2 pilot Project Information tab, complete the questionnaire regarding changes to building design and operation. 

    Note: Exclude any changes that affect less than 10% of the scope of the category (e.g., in a project with 100 doors at the original WELL certification, have 10 or more doors been modified or replaced?).

    WELL Core projects should only include areas under owner control as they evaluate extent of alterations. In other words, include all non-leased spaces (e.g., common areas and private spaces directly under the control of the building management team), but exclude areas within the project boundary that are leased to or owned by tenants.Use the recertification tool 1.jpg

  3. On the v1 or v2 pilot Achieved Features tab, identify which WELL Building Standard v1/v2 pilot features your project achieved during Certification by referencing your WELL v1/v2 pilot final WELL Report. Mark as “Yes” or “No;” those marked “No” will be hidden in the v1/v2 pilot Documentation tabUse the recertification tool 2.jpg

  4. Go to the v1 or v2 pilot Documentation tab. This tab shows the documentation required for recertification. The documentation you must submit is based on the information you entered about changes to the project and the features pursued. 

    To show all features and parts, even those not being pursued or requiring documentation, click the "Show/hide" button on this tab. Some features indicate documentation is required "for new products/construction only.” This means that you only need to submit documentation if you have introduced new products or carried out any construction within the WELL project boundary since initial certification.

    • There are two types of verification that may be required:
      • Normal - Full documentation of the type submitted at initial certification is required for recertification. Normal with parentheses denotes that full documentation is required based on the conditions outlined therein (e.g., for new products, for new construction only).

      • Annual Submission - WELL v1 or v2 pilot features that require annual submissions will be checked at recertification. Upload all 3 annual submissions (each year following Certification) to your v1 or v2 pilot Documents tab on your project dashboard. If you were unable to obtain or record all three (3) annual submissions, please provide a note explaining the challenge you encountered to prevent annual submissions. Also describe the changes you will make to ensure all annual submissions are carried out in the future.

      • NOTE: The v1 or v2 pilot Documentation tab will ask for “Normal” documentation for all of the features that are impacted by a specific category in the Project Information tab. In the case that the change has not impacted a specific feature, upload a narrative stating this in place of the “Normal” documentation. Your document will be reviewed to assess whether the change has not affected compliance with the featUse the recertification tool 3.jpg

  5. Go to the Performance Verification tab. This tab shows the scope of testing required based on the types of alterations that the project has listed in the Project Information tab. Testing for different parameters will either be listed as "Full," "Reduced," or "None." 

    • Full - Testing will occur at the same rate as at initial certification for that parameters.
    • Reduced - Testing will occur at 50% of the sampling locations.
    • None - No additional testing is required for recertification.

    Information detailing the extent of performance testing (i.e., reduced, full, or none) should be communicated to the contracted Performance Testing Agent prior to testing for recertification.Use the recertification tool 4.jpg

  6. (Optional - only applicable for projects upgrading to v2) Go to the Upgrade - v2 Features tab. This tab shows the extent to which features achieved through initial WELL v1 or v2 pilot certification are transferable to the WELL v2 rating system. Before reviewing, select "Yes" or "No" in the "WELL v2 Innovations" table as it applies to your project. Options for WELL v2 achievement are indicated in Column K as either "Expected," "Not Pursued," or "Needs Achievement."
    • Expected - An alignment exists between the WELL v1 or v2 pilot feature already achieved by the project and the corresponding WELL v2 feature.

      • If the achievement for a WELL v2 feature is “Expected” determine if documentation is needed for recertification by looking at the feature in the Upgrade - v2 Documentation tab (more information on this in step 6).

    • Not Pursued - The WELL v1 or v2 pilot feature was not pursued during initial certification, or a WELL v2 feature is not aligned with the previously achieved WELL v1 feature.

      • If the achievement for a WELL v2 feature is “Not Pursued”, but the project team would like to pursue this feature as part of recertification, follow the steps below: 

        • Indicate that you are pursuing the feature by navigating to your Scorecard and clicking “Yes” to the feature you are pursuing 

        • Upload new documentation adhering to the WELL v2 feature requirements

    • Needs Achievement - An alignment between WELL v1 or v2 pilot and WELL v2 features does not exist and the project should meet the WELL v2 feature requirements.

If the achievement for a WELL v2 feature is “Needs Achievement”, the project will need to provide new documentation adhering to the WELL v2 feature requirements.

Use the recertification tool 5.jpg

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