Ongoing reporting requirements

To maintain your project’s status as a WELL Rated project, you must submit the ongoing reports listed below through your WELL account within 12 months of achieving the rating and every 12 months thereafter.

For features that only require ongoing reporting documents for verification (e.g, Health-Safety Rating feature SA4 or Performance Rating feature PM1), you must upload a brief narrative before submitting for your initial review stating that ongoing reporting will be provided at renewal.

The two types of ongoing reporting verification methods are as follows:

Ongoing maintenance reports

For multiple location renewals, ongoing maintenance reports are required only for the audit locations provided by IWBI. The audit locations list is generated automatically on your Scorecard once you confirm the locations list that are pursuing renewal.

For Equity Rating and Performance Rating; Health-Safety Rating projects created after April 18, 2023

You can find audit requirements on the scorecard tab

For Health-Safety Rating projects created before April 18, 2023

This list can be downloaded from the Documents tab -> Audit in your Health-Safety Rating account.

Features that require ongoing maintenance report:

Health-Safety Rating

• • SA2 Assess and Maintain Air Treatment Systems
  • SA3 Develop Legionella Management Plan
  • SA5 Manage Mold and Moisture

Ongoing data reports

Ongoing data reports are required for all locations renewing the feature.

Features that require ongoing data reports: 

Health-Safety Rating

• SA4 Monitor Air and Water Quality

Performance Rating

• PM1 Measure Air Parameters
• PM2 Install Indoor Air Monitors, section 2: Reporting & maintenance
• PM4 Monitor Thermal Environment, section 2: Reporting & maintenance
• PM6 Assess and Maintain Drinking Water Quality
• PX1 Occupant Survey, Part 2 Administer Survey And Report Results, section 2: Result reporting
• PX2 Utilize Enhanced Survey, section 2: Result analysis and reporting
• PX3 Utilize Pre- and Post-Occupancy Survey, section 2: Result analysis and reporting
• PX4 Facilitate Interviews, Focus Groups and/or Observation, section 2: Result analysis and reporting

Equity Rating

• EE3 Administer Basic Survey, Part 2 Administer Annual Survey And Report Results, section 2: Result reporting
• EE4 Utilize Enhanced Survey, section 2: Result analysis and reporting
• EE5: Facilitate Interviews, Focus Groups, and/or Observations, section 2: Result analysis and reporting
• EE6 Administer Baseline and Annual Surveys, Part 1 Conduct Baseline Surveys, section 2: Result analysis and reporting

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

For features SA2, SA3, SA4 and SA5, ongoing reporting is only required for locations that achieved the features during a previous cycle of review. If your project is adding a location or locations at renewal, ongoing maintenance reports and ongoing data reports are not required until the next review cycle for the new location(s).