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WELL Health-Safety Rating™

Feasibility Assessment Tool

The fastest path to the WELL

In a post-COVID world, the health and safety of people is ou

Our team of industry experts have worked with IWBI and businesses aroun
Let our customized feasibility assessment tool provide you and your team w
and get your p

Gain va

Add "Pricing" section here per d

Our
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h to the WELL Health-Safety Rating, guaranteed

nd safety of people is our #1 priority, and the WELL Health-Safety Rating can help us get there.

WBI and businesses around the world to help them pursue the most effective and efficient path to certification.
de you and your team with actionable insights to help get your space, building, or portfolio WELL HSR certified,
and get your people safely back together.

Gain valuable insight

cing" section here per discussion on 9 Nov - see "6.1 - Pricing" tab

Our Partners
[IWBI, logos of others?]

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tion.
rtified,

"Get Started" box links to Login/Register page if not


logged in, to Basic Info if logged in.

Excuse blurry screengrab from mockup

Mockup includes a "how this has helped our partners"


section, not sure how much we'll have for that to begin
with, but we can at least start with IWBI and go from
there. Or, we can just leave this section out.
Mockup includes a "how this has helped our partners"
section, not sure how much we'll have for that to begin
with, but we can at least start with IWBI and go from
there. Or, we can just leave this section out.

I'd recommend keeping bottom-of-page info simple. Not


sure if all these logos even apply (does SIG have
instagram?), can modify or remove as needed.
WELL Health-Safety Rating™
Feasibility Assessment Tool

Login
Not registered yet? Create an acco

Email

Password

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ered yet? Create an account.

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Login page (this is flexible, can get all info on first page,
just modeling off other login/registration pages I've seen
recently).
Do we want to allow login with Google, LinkedIn, etc.?

Logging in takes user to Account page.

Clicking "create an account" leads to 2.2 Register


WELL Health-Safety Rating™
Feasibility Assessment Tool

Register

Email (Your email will be yo

Password

Re-Enter Password

WELL Health-Safety Rating


Feasibility Assessment Tool

Name

Organization

Organizational Role
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our email will be your username)

r Password

Home Get Started About

ational Role
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Registration page 1 (this is flexible, can get all info on first


page, just modeling off other login/registration pages I've
seen recently).
Check for matching passwords.
Do we want to allow login with Google, LinkedIn, IWBI,
etc.?

Yes to google - talk to IWBI about linking to their


account/login info.

Can combine this section with name/org/role info below to


have all on one page, if easier.

Login | Register

Page 2 (this is flexible, can get all info on first page, just
modeling off other login/registration pages I've seen
recently).

Included multiple "Multiple Building" options in case we


want to break these out differently for pricing purposes,
even though current algorithm doesn't differentiate on
difficulty.

Organizational role drop-down not necessarily set in


stone, but might be useful info for IWBI/SIG to have. Can
include write-in box if "Other" is selected.

May also want to put location (country) on this page so


that address format on billing page can be customized
accordingly.
include write-in box if "Other" is selected.

May also want to put location (country) on this page so


that address format on billing page can be customized
accordingly.
WELL Health-Safety Rating™
Feasibility Assessment Tool

Purchase

Type of Assessment
Multiple Build
The type of assessment will impact
specific features of the certification.

Total Cost:

Name on Credit Card

Billing Address

Unit, Suite, Floor (optional)

City

State

Card Number

Expiration
Purchase As

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Assessment
Multiple Buildings (2-10) Click here for pricing details
assessment will impact how we rank the feasibility of
tures of the certification.

#N/A

n Credit Card

te, Floor (optional)

ZIP Code

CVV
Purchase Assessment

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"Purchase Assessment"? Or "Payment"? Other options?

Payment handled with Stripe

Do we want to enable amazon pay, google pay, paypal, etc.?

If country is entered on registration page, address inputs may


be able to be customized accordingly?

Pricing structure TBD, currently using a basic lookup. Could


also include pop-ups that show if "Multiple Buildings" are
selected with suggestions for purchasing based on similarity of
buildings/spaces. Keep it simple for V1, can discuss details in
V2.
Begin Assessment? Purchase Assessment? Purchase and Begin
Assessment?
WELL Health-Safety Rating™
Feasibility Assessment Tool

Basic Project Inform

Project Name

Project Country / Region

If assessing a portfolio, enter the loc

Primary Space Type

Is this a WELL Core project

Approximate square footag

Approximate worker/staff c

Does the project contain an


establishments?
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Project Information

Country / Region

a portfolio, enter the location of company headquarters.

Space Type

WELL Core project?

mate square footage

mate worker/staff count

e project contain any food service


hments?
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See WELL HSR Survey Logic document for drop-down


options and other logic

Do not show WELL Core question if prior page


indicated project is a tenant space.
WELL Health-Safety Rating™
Feasibility Assessment Tool

Survey
Please indicate your project's ability to comply with each requirement listed below.

Requirement

Provide safe and sanitary hand-washing and hand-drying supplies in all areas where handwashing is expected,
including signage on proper hand-washing technique.

Provide measures to reduce risk associated with contact with high-touch surfaces (doorknobs, elevator buttons,
handrails, faucet handles, etc.), such as hands-free operation, hand sanitizer stations, and designated door
attendants.

Develop and implement a detailed cleaning plan that includes cleaning schedule and responsibilities, clear
communication and record-keeping, feedback system, storage/labeling, and training. Plan must include
specifications for safe and efficient equipment as well as safe and non-hazardous cleaning products.

Provide clearly-communicated guidance and strategies to assist with social distancing and reduced person-to-
person contact, including floor markers in high-traffic areas, one-way foot traffic implementation,
screens/barriers, self-service systems where available, enforcement of face coverings, and other strategies to
allow for reduced respiratory particle exposure.
Develop detailed plans and policies in case of emergencies (fire, natural disaster, active shooter, health
emergencies, etc.). Plans should:
- Account for all necessary resources, training, and designated personnel;
- Take into account needs of vulnerable groups and provide employee assistance as appropriate (staff with
disabilities, children, the elderly, etc.);
- Include detailed equipment inventories, staff lists, and communication guidelines as needed;
- Include provisions for shelter-in-place and quarantine scenarios;
- Provide for business continuity in the event of an emergency (including identification of critical functions and
resources, remote work readiness, and key personnel);
- Provide for safe and healthy re-entry to the workplace after emergency is concluded (including contingency
plans and incorporation of relevant standard re-entry guidelines provided by government or other trusted
resources).

Provide sick leave, distinct from paid time off and family leave, both short-term (at least 10 days annually, paid
at 50% or more of regular wages) and long-term (at least 12 weeks annually, may be unpaid). Discourage
employees from reporting to work and/or performing work while they feel ill, and do not require a doctor's note
or advance notice for 3 or fewer days of sick leave. Support employees recovering from serious health
conditions with schedule and location flexibility.

Provide comprehensive and affordable health benefits to all eligible employees and their dependents, including
medical/dental/vision insurance, mental health and substance use services, sexual/reproductive healthcare,
medication/prescription coverage, preventive screenings, tobacco cessation programs, infections disease
testing during a regional or global outbreak, and essential immunization coverage. Provide confidential benefits
consultations with clearly identified and qualified support staff.

Offer free or subsidized mental health services to support recovery from a traumatic event, either on-site
(within a quarter mile) or virtually. Services should include referrals to qualified professionals, psychological first
aid training, bereavement counseling and resources, and information on relevant benefits coverage.

Provide annual flu vaccinations at no cost either on-site or via health insurance coverage/vouchers.
Communicate availability of vaccination to regular building occupants and provide education on benefits of the
vaccine.

Provide a smoke-free environment (including prohibition of e-cigarettes) in all indoor spaces and most outdoor
spaces. Post clear signage communicating the ban, and prohibit the sale, marketing, and promotion of tobacco
products within the space/building.
Have a qualified engineer perform a detailed assessment of the building's/space's ventilation system, including
the extent to which modifications to the system would affect energy consumption, thermal conditions, and
maintenance processes.

Provide inventory of all air filters and ultraviolet germicidal irradiation (UVGI) equipment currently in place.
Have a qualified engineer assess potential for filtration/UVGI improvements; then, provide a plan for installation
of recommended treatment systems, as well as ongoing maintenance reports (submitted annually) showing
that recommended systems have been installed.

Develop and implement a Legionella management plan that covers any devices or spaces where water is
recirculated and aerosolized. Plan should clearly define key roles, responsibilities, and personnel, and should
include a water system inventory, hazard analysis, list of monitoring actions, list of critical control points,
verification and validation procedures, and documentation protocols. On-going maintenance reports submitted
annually.

Perform annual air and water quality testing. For budgeting purposes, projects should expect to conduct at least
one test/floor.

Implement a moisture management plan to inspect regularly for signs of water damage/pooling, mold, and
water pipe leaks. Include a system for occupants to report issues to building management. Prepare and submit
annual on-going maintenance reports.

Establish a health-oriented mission that promotes health and connects occupant health to organizational
objectives. Develop and distribute a guide to all occupants that describes the space's/building's health features
and their impact on occupants and the organization. Communicate with occupants at least quarterly (via
emails, trainings, etc.) about the health resources and policies of the organization.

Share food inspection information with occupants by prominently displaying either of the following from a local
health department or other third-party inspection agency: (a) a score/letter grade, or (b) publicly available food
hygiene or sanitary inspection report.
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Requirement already Requirement can be Requirement can be met Requirement will be


met (or can be met
met fairly easily with some effort/cost very difficult to meet
with minimal effort)

washing is expected,
O O O O

obs, elevator buttons,


designated door O O O O

onsibilities, clear
n must include O O O O
products.

d reduced person-to-
ntation,
other strategies to O O O O
ooter, health

priate (staff with

ded;
O O O O
critical functions and

luding contingency
or other trusted

0 days annually, paid


d). Discourage
equire a doctor's note O O O O
rious health

dependents, including
uctive healthcare,
ections disease O O O O
e confidential benefits

t, either on-site
als, psychological first O O O O
coverage.

ouchers.
ion on benefits of the O O O O

ces and most outdoor


promotion of tobacco O O O O
on system, including
al conditions, and O O O O

currently in place.
e a plan for installation O O O O
annually) showing

where water is
sonnel, and should
control points, O O O O
nce reports submitted

ect to conduct at least


O O O O

ooling, mold, and


. Prepare and submit O O O O

o organizational
ding's health features
t quarterly (via O O O O

following from a local


ublicly available food O O O O
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See WELL HSR Survey Logic document for


drop-down options and other logic.

Some text/questions are conditional on


previous inputs.

Requirement cannot Can these options remain visible at top of page


be met as user scrolls down?

Add radio buttons instead of table/cell structure


- let's defer to a graphic designer on how to
O make this look its best while clearly delineating
questions. Do we need to number the
questions? Anything else to make it user-
friendly.

O
O

O
O

This question not shown if food service question


O
on basic info page is answered "No"
WELL Health-Safety Rating™
Feasibility Assessment Tool

Program-Specific Q

Will your WELL HSR projec


Accredited Professional?

Is your project currently WE

Have you already submitte


WELL certification (and if s
being approved for WELL c
you are ready to apply for t
Rating)?

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am-Specific Questions

r WELL HSR project team include a WELL


ed Professional?

roject currently WELL certified?

u already submitted an application for


ertification (and if so, do you anticipate
proved for WELL certification by the time
ready to apply for the Health-Safety

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Account

Only show 3rd question if answer to above


question is "No" - see WELL HSR Survey
Logic.xlsx for full logic
WELL Health-Safety Rating™
Feasibility Assessment Tool

[See Sam

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[See Sample Report 1 tab]

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Account
WELL Health-Safety Rating™
Feasibility Assessment Tool

Assessment History Assessment History


Account Information
Date Purchased Project Name
Oct. 23, 2020 (Receipt) Cogswell

Nov. 1, 2020 (Receipt) Test Project


Perform a New
Assessment Nov. 5, 2020 (Receipt) [UNNAMED]

Assessment History Name Jane Smith


Account Information
Organization ABC Consultants

Organizational Role Consultant


Perform a New
Assessment
Location United States

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Perform a New Assessment

Project Name Project Type Status


Multiple Buildings (2-10) Complete View Report

Test Project Single Building In Process Continue Assessment

[UNNAMED] Tenant Space In Process Continue Assessment

Edit

Consultants

d States

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Logout

Logout only appears here - on other pages this is either "Login" (if
not yet logged in) or "Account" (if logged in).

New assessment will lead to Purchase page.


If they purchase assessment and then leave survey/computer crashes
a New Assessment before filling out and saving Basic Project Info (with project name), then
Project Name column can show [UNNAMED]. Clicking to continue
assessment will take them back to basic project info - once they enter
and save project name, table will update.

If we decide to allow multiple purchases at once, this table can also be


populated with placeholders - e.g., "Purchased but not yet completed"
under Date, "Click here to begin new assessment" under Project Name,
blank in other columns (except receipt). So if they purchase 5
Assessment assessments, there will be 5 such "Placeholder" rows that will fill in as
assessment is performed, and clicking the project name will take you to
Assessment your last saved place in the survey. Clicking "Go to Results" after survey
will lock answers in and generate results (as well as populate Date,
Project Type, etc.).

This is all the info entered in the Register page.


WELL Health-Safety Rating™
Feasibility Assessment Tool

WELL Heal
The International WELL Building Institute (IWBI) developed the WELL Health-Safety Rating™ in 2020 in respons
spaces for their occupants returning to in-person work. Companies can leverage the portions of the standard that
Rating™. The rating is v

Visit I

Develo
The WELL Health-Safety Rating™ Feasibility Assessment Tool wa

Sustainable Investment Group LLC was founded to deliver sustainability services and education to the building
building efficiency from our offices in across the United States. SIG is a dedicated and experienced team, includin
we can improve it for the people who use it, the efficient use of reso

SIG would be happy to discuss supporting yo

Contac

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WELL Health-Safety Rating™


ting™ in 2020 in response to the Global Pandemic. This standard is focused on operations and maintenance to ensure that buildings prov
ons of the standard that best suit their space, occupants, and business needs. A minimum of 15 points must be achieved to earn a WELL H
Rating™. The rating is valid for 1 year and can be renewed.

Visit IWBI

Development Team
lity Assessment Tool was developed by Sustainable Investment Group (SIG) in partnership with IWBI.

education to the building and real estate industry. We provide consulting, training, and technical services in the realms of LEED, WELL, Fi
perienced team, including design, construction, property management, and real estate professionals. We approach every project with an
, the efficient use of resources and capital, and the impact it will have on the community and the world.

to discuss supporting your project's pursuit of the WELL Health-Safety Rating™.

Contact SIG

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FAQs, About the team, Pricing, How


the tool works, etc.

ce to ensure that buildings provide healthy


st be achieved to earn a WELL Health-Safety

Link to IWBI Page:


https://v2.wellcertified.com/health-
safety/en/overview

in the realms of LEED, WELL, Fitwel, and


approach every project with an eye to how
WELL Health-Safety Rating™
Feasibility Assessment Tool
Home Assessment Results

Pricing
For a limited time, all assessments can be purchased for a single price. The $500 pilot
price tag provides you with analysis and insights equivalent to what you'd get with
~$2,500 in consultant fees.

Project Type Tenant Space Single Multiple


Building Buildings
What you get:
User account x x x
Customized assessment x x x
Save-and-return-later capability x x x
Personalized recommendations x x x
Shareable report x x x

$500 $500 $500

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About Account

Exact structure TBD in v2, use this for


v1 - will likely expand table with
differentiating options/features,
different pricing, add-ons, etc.

Add to Home page

Include another "Get Started" button


(with same logic as button at top of
page - see punch list)

x's should maybe be check marks


instead? Colors should fit into
existing scheme on figma
WELL Health-Safety Rating™
Feasibility Assessment Tool

Contact SIG for Con

How soon are you planning

Message (optional)

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ct SIG for Consulting

on are you planning on pursuing your WELL Health-Safety Rating™?

e (optional)

Send

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Specifics - first two bolded headers refer to the links at the bottom of the report/output pag

Contact SIG for Consulting:

New Page/Pop-up that asks:


How soon are you planning on pursuing your WELL Health-Safety Rating certification?
Within next 3 months
Within 3-6 months
Within 6-9 months
Within 9-12 months

Unsure - Just Investigating at This Time

External Output: (All this info should be available, since this link will only exist from the R
General Email To: WELL-HSR@sigearth.com
Subject: [HSR Tool – Consulting Inquiry] – Project Name
Body:
User Name
User Company
User Email
Timeline for Certification Pursuit
Attachment: Final PDF Report

Contact GBES Links:


Learn More About WELL HSR with this GBES webinar -  https://www.gbes.com/blog/well

Become a WELL AP with GBES Best In Class Exam Prep Study Materials -  https://www.gb

Contact Us:
Open their email browers/client with email to WELL-HSR@sigearth.com
Subject: [HSR Tool – Questions]
ttom of the report/output page. Final bolded header refers to the general "Contact Us" link at the top and bottom of all pages.

th-Safety Rating certification?

s link will only exist from the Report page - i.e., user needs to have an account and a completed assessment)

ps://www.gbes.com/blog/well-hsr-fitwel-viral-response/?ref37  

dy Materials -  https://www.gbes.com/catalog/credential/well-ap/well-ap-exam-prep/?ref37

sigearth.com
m of all pages.
WELL Health-Safety Rating Feasibility Assessment Report

Assessment Type: Portfolio of Buildings


Primary Space Type: Office
Approximate Square Footage: 150,000 sq. ft.

It looks like you're not quite meeting the WELL HSR requirements just yet, but you should be able to get there prett
This report provides some details on the features that we think you already have in the bag, as well as recommend
Recommendations are based on your survey responses combined with potential difficulty based on industry stand
Review the report and click the name of each feature to review the detailed requirements.

Features Already Achieved

The features included in this section are ones you've likely already achieved, based on your survey responses. Revie
covered.

Points Feature
1 Support Handwashing
1 Reduce Surface Contact
1 Provide Sick Leave
1 Provide Health Benefits
1 Support Mental Health Recovery
1 Promote a Smoke-Free Environment

1 Monitor Air and Water Quality


1 Promote Health and Wellness
1 Share Food Inspection Information
3 WELL Certification

12 Points Already Achieved

Recommended Features to Pursue

The features in this section are ones that should be easily within your reach - combined with any features you've al
details below and make sure you'll be able to fulfill the requirements.

Points Feature
1 Select Preferred Cleaning Products
1 Create Business Continuity Plan
1 Promote Flu Vaccines

WELL HSR Unlocked! -------------------------------- We've determined the above 15 features will be easiest to achieve
3 Points Within Easy Reach

Features That May Be Worth Pursuing

If you meet the detailed requirements for at least 15 features above, you don't need to pursue any further features
the features above - or if you'd just like to go the extra mile to make your portfolio even healthier - feel free to revie
with a little effort.

Points Feature
1 Improve Cleaning Practices
1 Develop Emergency Preparedness Plan
1 Plan for Healthy Re-Entry
1 Provide Emergency Resources
1 Reduce Respiratory Particle Exposure

5 Points Within Reach With Some Effort

Features that May Be More Difficult to Pursue

If you meet the detailed requirements for at least 15 features above, you don't need to pursue any further features
the features above - or if you'd just like to go the extra mile to make your portfolio even healthier - feel free to revie
achieve).

Points Feature
1 Bolster Emergency Resilience
1 Manage Mold and Moisture
1 Develop Legionella Management Plan

3 Points Difficult to Achieve

Features Likely Not Achievable

If you meet the detailed requirements for at least 15 features above, you don't need to pursue any further features
the features above - or if you'd just like to go the extra mile to make your portfolio even healthier - feel free to revie

Points Feature
1 Assess and Maintain Air Treatment Systems
1 Assess Ventilation

2 Points Likely Not Achievable

*Note on Innovation Features: The 15 features required for the WELL Health-Safety Rating may include up to 3 Inn
easily achieved features for your project; however, you may choose to pursue other features instead, such as an In
safety/en/innovation/feature/1) or Design for WELL Health-Safety (Option 3 at https://v2.wellcertified.com/health
there are nearly 20 different ways to earn this feature, so you may choose others).
asibility Assessment Report

SR requirements just yet, but you should be able to get there pretty easily.
that we think you already have in the bag, as well as recommendations for additional features to pursue to get you across the finish line.
onses combined with potential difficulty based on industry standards.
ture to review the detailed requirements.

ve likely already achieved, based on your survey responses. Review the details of the features linked below to make sure you've got these

Core Area
Cleaning and Sanitization Procedures
Cleaning and Sanitization Procedures
Health Service Resources
Health Service Resources
Health Service Resources
Health Service Resources

Air and Water Quality Management


Stakeholder Engagement and Communication
Stakeholder Engagement and Communication
Innovation

e easily within your reach - combined with any features you've already achieved, these should get you to the WELL Health-Safety Rating. R
ll the requirements.

Core Area
Cleaning and Sanitization Procedures
Emergency Preparedness Programs
Health Service Resources

e've determined the above 15 features will be easiest to achieve (though of course feel free to swap out with features below).
15 features above, you don't need to pursue any further features to earn the WELL Health-Safety Rating. But if there is any doubt about an
extra mile to make your portfolio even healthier - feel free to review details of the features below. These are features that should be achiev

Core Area
Cleaning and Sanitization Procedures
Emergency Preparedness Programs
Emergency Preparedness Programs
Emergency Preparedness Programs
Cleaning and Sanitization Procedures

15 features above, you don't need to pursue any further features to earn the WELL Health-Safety Rating. But if there is any doubt about an
extra mile to make your portfolio even healthier - feel free to review details of the features below (although these may be more difficult to

Core Area
Emergency Preparedness Programs
Air and Water Quality Management
Air and Water Quality Management

15 features above, you don't need to pursue any further features to earn the WELL Health-Safety Rating. But if there is any doubt about an
extra mile to make your portfolio even healthier - feel free to review details of the features below (although these may be difficult to achiev

Core Area
Air and Water Quality Management
Air and Water Quality Management

equired for the WELL Health-Safety Rating may include up to 3 Innovation features. This report only shows what we believe to be the 3 mo
r, you may choose to pursue other features instead, such as an Innovation Proposal (Option 1 at https://v2.wellcertified.com/health-
ELL Health-Safety (Option 3 at https://v2.wellcertified.com/health-safety/en/innovation/feature/1 - we may suggest some of these already
ture, so you may choose others).
WELL HSR

You're almost there!

there pretty easily.


commendations for additional features to pursue to get you across the finish line.
stry standards.

ses. Review the details of the features linked below to make sure you've got these

Documentation You'll Need


Policy and/or Operations Schedule
Professional Narrative
Policy and/or Operations Schedule
Policy and/or Operations Schedule
Policy and/or Operations Schedule
Policy and/or Operations Schedule, On-site Photographs, Owner Letter of
Assurance
On-going Data Report
Policy and/or Operations Schedule
On-site Photographs, Owner Letter of Assurance
Technical Document

you've already achieved, these should get you to the WELL Health-Safety Rating. Review

Documentation You'll Need


Policy and/or Operations Schedule
Policy and/or Operations Schedule
Policy and/or Operations Schedule

o achieve (though of course feel free to swap out with features below).
r features to earn the WELL Health-Safety Rating. But if there is any doubt about any of
ee to review details of the features below. These are features that should be achievable

Documentation You'll Need


Policy and/or Operations Schedule
Policy and/or Operations Schedule
Policy and/or Operations Schedule
Policy and/or Operations Schedule
Professional Narrative

r features to earn the WELL Health-Safety Rating. But if there is any doubt about any of
ee to review details of the features below (although these may be more difficult to

Documentation You'll Need


Policy and/or Operations Schedule
Policy and/or Operations Schedule, On-going Maintenance Report
Technical Document, On-going Maintenance Report

r features to earn the WELL Health-Safety Rating. But if there is any doubt about any of
ee to review details of the features below (although these may be difficult to achieve).

Documentation You'll Need


Professional Narrative, On-going Maintenance Report
Professional Narrative

up to 3 Innovation features. This report only shows what we believe to be the 3 most
ch as an Innovation Proposal (Option 1 at https://v2.wellcertified.com/health-
om/health-safety/en/innovation/feature/1 - we may suggest some of these already, but

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