Merge rating accounts

  • Updated

Projects can merge multiple enrollments that have previously achieved a WELL Rating into one enrollment at the time of renewal for streamlined pricing and documentation review. In order to merge projects, all previous achievement dates should be within 6 months of each other. Once merged, the achievement date of the main account will apply to all locations after the renewal is completed. 

If you would like to proceed with merging your accounts, please contact IWBI via the Support tab in your project account with the following information:

  • Name and project ID of the enrollments you would like to merge
  • Number of locations renewing from each account and number of newly added locations (if applicable)
  • Which project you would like to keep as the main account as the other(s) will be archived after the merge

Please note, documents will not be transferred during the merge, so you should save any important documents from the accounts that will be archived. This includes promotional material such as the certificates of achievement from previous years, which your project may want to reference.

If any policies under the main account do not apply to the locations that are being transferred in the merge, you will be responsible for uploading compliant documentation for these locations. Previously approved audit documentation from the archived account(s) does not need to be transferred as these types of verification methods will require new documentation during renewal (refer to Documentation requirements for multiple locations at renewal for more information).

Note: Merge requests can only be fulfilled for projects enrolled under the same rating. For example, two separate WELL Performance Rating projects can be merged, but not a WELL Performance Rating account and a WELL Health-Safety Rating account.

 

Share this article

Was this article helpful?

0 out of 0 found this helpful