Change of owner

  • Updated

If you need to change your project's owner after your WELL Certification or WELL Rating Agreement has been signed, follow the steps below depending on your situation.

If the organization/corporate entity of the new owner is the same as the previous owner, the project administrator can change the owner by following these steps:

  1. Sign in to your WELL account and load your project dashboard.
  2. Go to the Edit tab.
  3. Open the Owner Information section.
  4. Update the owner information as required.Change of owner.jpg

If the organization/corporate entry of the new owner is NOT the same as the previous owner, follow these steps:

  1. Complete the Change of Owner Agreement form.
  2. Sign in to your WELL account and open your project dashboard.
  3. Go to the Documents tab.
  4. Click "Upload document," choose Legal as the document type and attach the completed Change of Owner Agreement form (see image below).
  5. Go to the Support tab and click Get Help. Request that the WELL coaching support team update the owner information listed in your project's WELL account.
    • Indicate that the Change of Owner Agreement form has been uploaded
    • Include the name and email address of the new owner in your request.

Internal - change of owner SOP.png

To change WELL Rating owner after initial achievement

To transfer ownership of a WELL Rating project after it has achieved a rating, follow the steps above. The new owner will maintain the rating until the current term expires. When the rating expires, the new owner will need to create a new Rating project and pay the applicable fees for a first-time Rating.

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