Week 1: WELL Portfolio✅ Flashcards

Question

What are the three scales of documentation in the WELL Portfolio program? ## Footnote Portfolio > Documentation requirements

Answer 1

1. **Individual-scale Documents** 2. **Shareable Documents** 3. **Guideline Documents** | Created with Chat-GPT ## Footnote *This information comes from Page 10-12 of the WELL Portfolio Guide*

Answer 2

For **feature validation** that contributes to a WELL Portfolio Score or WELL Certification. | Created with Chat-GPT ## Footnote *This information comes from Page 10-12 of the WELL Portfolio Guide*

Answer 3

**Intent-stage documents**, which indicate plans or designs not yet implemented. | Created with Chat-GPT ## Footnote *This information comes from Page 10-12 of the WELL Portfolio Guide*

Answer 4

As **Guideline documents** that describe requirements, with actual photographs required only for projects selected for **audit**. | Created with Chat-GPT ## Footnote *This information comes from Page 10-12 of the WELL Portfolio Guide*

Answer 5

**Two stages**: Onsite performance testing by a WELL Performance Testing Agent and a third-party review by GBCI. | Created with Chat-GPT ## Footnote *This information comes from Page 13 of the WELL Portfolio Guide*

Answer 6

The **GBCI WELL Reviewer** conducts the third-party review. | Created with Chat-GPT ## Footnote *This information comes from Page 13 of the WELL Portfolio Guide*

Answer 7

**Performance testing results** must be submitted concurrently with documentation during the WELL Portfolio member's review cycle. | Created with Chat-GPT ## Footnote *This information comes from Page 13 of the WELL Portfolio Guide*

Answer 8

A project must reach **substantial completion** of construction in all areas to be tested, with **50% occupancy** and at least one month after the certificate of occupancy. | Created with Chat-GPT ## Footnote *This information comes from Page 13 of the WELL Portfolio Guide*

Answer 9

Performance tests measure parameters within **Air, Water, Light, Thermal Comfort, and Sound** concepts. | Created with Chat-GPT ## Footnote *This information comes from Page 13 of the WELL Portfolio Guide*

Answer 10

GBCI examines **documentation and performance testing results** to confirm compliance with WELL feature requirements. | Created with Chat-GPT ## Footnote *This information comes from Page 13 of the WELL Portfolio Guide*

Answer 11

The subscription includes **up to two review cycles per year**. | Created with Chat-GPT ## Footnote *This information comes from Page 13 of the WELL Portfolio Guide*

Answer 12

Failure to submit audited documentation will result in a **loss of corresponding feature points** for the project. | Created with Chat-GPT ## Footnote *This information comes from Page 13 of the WELL Portfolio Guide*

Answer 13

GBCI audits project-level documentation using **Guideline documents** to check that feature requirements are being met. | Created with Chat-GPT ## Footnote *This information comes from Page 13 of the WELL Portfolio Guide*

Answer 14

The audit will prioritize projects targeting **WELL Certification** and **Precertification**, and the sample rate is based on the **square root of the number of projects**, rounded down. | Created with Chat-GPT ## Footnote *This information comes from Page 13 of the WELL Portfolio Guide*

Answer 15

The WELL report includes a **WELL Portfolio report**, a **WELL Certification report**, and a **Precertification report**. | Created with Chat-GPT ## Footnote *This information comes from Page 16-17 of the WELL Portfolio Guide*

Answer 16

The WELL report will be issued within **20--25 business days** after the last round of review. | Created with Chat-GPT ## Footnote *This information comes from Page 16-17 of the WELL Portfolio Guide*

Answer 17

Members may submit **updated documentation** or performance testing results or initiate **curative actions** during the next review cycle. | Created with Chat-GPT ## Footnote *This information comes from Page 16-17 of the WELL Portfolio Guide*

Answer 18

If the WELL report is not accepted or curative actions are not initiated within **180 calendar days**, the report will be deemed **final**. | Created with Chat-GPT ## Footnote *This information comes from Page 16-17 of the WELL Portfolio Guide*

Answer 19

The portfolio administrator or owner must either **accept the WELL report** or initiate **curative actions** or an appeal within 180 days. | Created with Chat-GPT ## Footnote *This information comes from Page 16-17 of the WELL Portfolio Guide*

Answer 20

The features awarded are **automatically applied** at both the portfolio and project level, as applicable. | Created with Chat-GPT ## Footnote *This information comes from Page 17-19 of the WELL Portfolio Guide*

Answer 21

**Precertification** helps project teams communicate their progress toward WELL Certification by recognizing alignment with WELL requirements. | Created with Chat-GPT ## Footnote *This information comes from Page 17-19 of the WELL Portfolio Guide*

Answer 22

The **WELL Portfolio Score** is the weighted average of points achieved across all projects, based on the **number of occupants**. | Created with Chat-GPT ## Footnote *This information comes from Page 17-19 of the WELL Portfolio Guide*

Answer 23

The portfolio must be based on **at least two projects** to be assigned a public WELL Portfolio Score. | Created with Chat-GPT ## Footnote *This information comes from Page 17-19 of the WELL Portfolio Guide*

Answer 24

The **WELL Portfolio Score** reflects the health-focused achievements of the entire defined portfolio, not the certification status of the portfolio itself. | Created with Chat-GPT ## Footnote *This information comes from Page 17-19 of the WELL Portfolio Guide*

Answer 25

They are valid for **three years** from the date of approval as indicated in the WELL report. | Created with Chat-GPT ## Footnote *This information comes from Page 20 of the WELL Portfolio Guide*

Answer 26

**Feature reverification** documentation is due on the **three-year anniversary** of the last approval or within six months following that date. | Created with Chat-GPT ## Footnote *This information comes from Page 20 of the WELL Portfolio Guide*

Answer 27

If expired, **associated features are no longer considered met**, but can be renewed or replaced in future review cycles. | Created with Chat-GPT ## Footnote *This information comes from Page 20 of the WELL Portfolio Guide*

Answer 28

Feature reverification affects the **WELL Portfolio Score** because the number of points achieved by each project contributes to the score. | Created with Chat-GPT ## Footnote *This information comes from Page 20 of the WELL Portfolio Guide*

Answer 29

A project's **WELL Certification status is automatically renewed** if its features are based on active, non-expired documents and current performance testing results. | Created with Chat-GPT ## Footnote *This information comes from Page 20 of the WELL Portfolio Guide*

Answer 30

Certain features require **annual documentation submissions**, such as occupancy surveys, maintenance proof, and environmental monitoring results. | Created with Chat-GPT ## Footnote *This information comes from Page 21 of the WELL Portfolio Guide*

Answer 31

It must be submitted by the **review cycle following the one-year anniversary** of the feature's achievement and every 12 months thereafter. | Created with Chat-GPT ## Footnote *This information comes from Page 21 of the WELL Portfolio Guide*

Answer 32

The project will no longer be considered in **compliance** with those features. | Created with Chat-GPT ## Footnote *This information comes from Page 21 of the WELL Portfolio Guide*

Answer 33

Yes, **ongoing monitoring results** can be used in place of performance testing for applicable features. | Created with Chat-GPT ## Footnote *This information comes from Page 21 of the WELL Portfolio Guide*

Answer 34

**Guideline documents** can be used for maintenance proof, with reports only required if selected for an **audit**. | Created with Chat-GPT ## Footnote *This information comes from Page 21 of the WELL Portfolio Guide*

Answer 35

WELL provides **Alternative Adherence Paths (AAPs)**, **Innovation features**, and **Equivalencies** for project teams to creatively meet the health and wellness goals. | Created with Chat-GPT ## Footnote *This information comes from Page 22-23 of the WELL Portfolio Guide*

Answer 36

AAPs allow project teams to propose **alternative strategies** to meet the intent of a WELL feature, backed by research, and can be applied across multiple projects within a portfolio. | Created with Chat-GPT ## Footnote *This information comes from Page 22-23 of the WELL Portfolio Guide*

Answer 37

A WELL Portfolio member receives **10 free AAPs per year**. | Created with Chat-GPT ## Footnote *This information comes from Page 22-23 of the WELL Portfolio Guide*

Answer 38

An **Innovation feature** addresses a **novel concept** or exceeds existing WELL feature requirements, supported by scientific or industry research. | Created with Chat-GPT ## Footnote *This information comes from Page 22-23 of the WELL Portfolio Guide*

Answer 39

Equivalencies allow project teams to propose alternative **local codes, regulations, or standards** that may be more appropriate than those referenced in the WELL feature language, with evidence of equivalency. | Created with Chat-GPT ## Footnote *This information comes from Page 22-23 of the WELL Portfolio Guide*

Answer 40

The WELL report outlines the **approved features** and the **projects** for which they have been approved. | Created with Chat-GPT ## Footnote *This information comes from Page 24 of the WELL Portfolio Guide*

Answer 41

After the WELL report is issued, the portfolio administrator or owner must either **accept** the report or initiate **curative action** or an **appeal**. | Created with Chat-GPT ## Footnote *This information comes from Page 24 of the WELL Portfolio Guide*

Answer 42

Curative action involves undertaking **corrective measures** to address **unmet performance testing criteria** and/or **documentation requirements**. | Created with Chat-GPT ## Footnote *This information comes from Page 24 of the WELL Portfolio Guide*

Answer 43

**Fixed baseline fees** are associated with curative action requests and appeals, with **additional fees** that may vary depending on the features and retesting requirements. | Created with Chat-GPT ## Footnote *This information comes from Page 24 of the WELL Portfolio Guide*

Answer 44

Instead of using curative action or an appeal, WELL Portfolio teams may elect to submit **additional documents** in their **next review cycle**. | Created with Chat-GPT ## Footnote *This information comes from Page 24 of the WELL Portfolio Guide*

Answer 45

WELL Portfolio members can elect to make their **defined portfolios** or individual **projects** public or private. | Created with Chat-GPT ## Footnote *This information comes from Page 25 of the WELL Portfolio Guide*

Answer 46

Public WELL Portfolio members benefit from **publicity opportunities**, including being listed in the **WELL organizational directory**. | Created with Chat-GPT ## Footnote *This information comes from Page 25 of the WELL Portfolio Guide*

Answer 47

If opted out, the score will be listed as **"private"**, and the portfolio will be placed at the end of any list sorted by score. Public members with private scores cannot market or represent their **score publicly**. | Created with Chat-GPT ## Footnote *This information comes from Page 25 of the WELL Portfolio Guide*

Answer 48

Private WELL Portfolio members cannot use **IWBI intellectual property**, including the **WELL Portfolio Score**, and cannot market or represent themselves as part of the WELL Portfolio program. | Created with Chat-GPT ## Footnote *This information comes from Page 25 of the WELL Portfolio Guide*

Answer 49

IWBI may use submitted information for **internal purposes**, including the **collection, analysis, and distribution** of data for development, education, and promotion of the WELL program, on an aggregated, non-identifying basis. | Created with Chat-GPT ## Footnote *This information comes from Page 25 of the WELL Portfolio Guide*