Preparing renewal documentation

  • Updated

Preparing for renewal

When gathering documentation for renewal, you should consider:

  • Any changes made to the project boundary (for example, area or address) or policies that would impact feature requirements 
  • If your team would like to pursue new features or remove any achieved features

Below, you’ll find an overview of the renewal process.

Gathering documentation

Projects that have not made changes and do not plan to make any changes at the time of renewal

If no changes have been made to your project since initial rating achievement, you will confirm this at the time of renewal. Specifically, you must confirm that no changes have been made to the project’s:

  • Locations (number of locations, address and square footage) 
  • WELL Health-Safety scorecard
  • Documentation for features achieved

Projects who have made or would like to make updates to the project at the time of renewal

If changes have been made to your project since initial rating achievement, or will be made when renewing, you will confirm this at the time of renewal. Specifically, you must provide additional information via your WELL account about any changes to:

  • Locations (number of locations, address and square footage) 
  • WELL Health-Safety scorecard
  • Documentation for features achieved

Previously approved/awarded features

At the time of renewal documentation review, previously approved/awarded features will be awarded with existing strategies as long as you are not upgrading to a newer version of the WELL Health-Safety Rating or updating the strategy that was used to meet the feature requirements. Scenarios when new documentation may be required are:

  • You do not provide satisfactory evidence to meet the feature requirements for the audit locations.
  • You indicated that a plan was in place to implement a strategy in your initial documentation based on a certain trigger. 
    • For example, if you indicated that your project planned on implementing HVAC updates in 6 months (from the date of rating achievement) as part of maintenance, then documentation about this implementation should be submitted during renewal review. 
    • As another example, if you planned to implement a certain policy once the COVID-19 vaccine received full FDA approval, then the updated policy should be submitted during renewal review. 
  • Your project was awarded an innovation where the state of research/products has substantially changed.
  • You achieved an Innovation feature using Option 3 that requires performance testing as the verification method. In this case, you must provide updated testing results at the time of renewal. This is an individual-scale verification method–you must provide updated results for all locations attempting this feature.
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