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.

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

1. The previous owner should remove any documents from WELL Online that they do not want to transfer to the new owner.
2. The previous owner and new owner must complete the applicable legal forms: 
   • If your project is a single asset project transferring to a new owner where the certification/Rating agreement and account page can be assigned to a new owner (e.g., single-asset project pursuing certification, rating): 
     • Both the previous and new owner must complete the Change of Owner Agreement form.
   • If your project is a single asset project where the certification agreement cannot be assigned to the new owner but initial documentation may be transferred to the new owner (e.g., divested property in a portfolio or a project has already been certified and is subject to recertification, certified project that will be pursuing recertification): 
     • The new owner will need to sign a new WELL Certification agreement with IWBI 
     • Both the old and new owner will need to sign the IWBI Change of Owner for transfer of documents to confirm the documents can stay on the platform and be transferred to the new owner. 
       • Note: The following project types cannot transfer a milestone to a new owner 
         • Precertified projects - precertification is based on intent-stage documentation and was awarded based on what the previous owner intended to do. If a new owner wants to have the location precertified, they will need to do so separately and create a new project
         • Certified owner-occupied projects and Rated projects - due to the number of policy-based features that are needed to achieve milestones for these project types, it is likely that too much will change in a change of ownership to transfer the WELL Certification milestone to a new owner. If the new owner wants to pursue WELL Certification, the new owner must create a new project. 
         • If the milestone cannot be transferred to a new owner, the Certification or Rating will expire/be revoked. According to the Program Guidebook (pgs 25 and 26), “Locations with a revoked or expired certification or rating status will be removed from IWBI’s list of certified/rated locations. The team and other related parties may make accurate, non-misleading statements about the historical achievement of WELL Certification/rating in a previous year. However, no party may refer to these locations as WELL Certified/Rated, use any other intellectual property of IWBI (Including display of a WELL plaque or seal), make any misleading statements, or indicate, suggest or imply (as determined by IWBI in its reasonable discretion) that the location is currently WELL Certified/Rated. See the WELL Marketing and Branding Guidelines for more information.
3. Once these forms are completed, sign in to your WELL account and open your project dashboard.
4. Go to the Documents tab.
5. Click "Upload document," choose Legal as the document type and attach the completed Change of Owner Agreement form (see image below).
6. 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.

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.