Brainscape's Knowledge GenomeTM

Browse over 1 million classes created by top students, professors, publishers, and experts.


See full index

WELL AP - 2024 > Week 1: WELL Portfolio✅ > Flashcards

Week 1: WELL Portfolio✅ Flashcards

1
Q

What program allows organizations to enhance spaces for human well-being at scale?

Portfolio > Introduction

A

WELL Portfolio�
| Created with Chat-GPT

This information comes from Page 4 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

What building standard is the WELL Portfolio rooted in?

Portfolio > Introduction

A

WELL Building Standard�
| Created with Chat-GPT

This information comes from Page 4 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

What document takes precedence if there is a conflict between the WELL Portfolio and WELL Certification Guidebook?

Portfolio > Introduction

A

WELL Portfolio Guidebook
| Created with Chat-GPT

This information comes from Page 4 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

What does the WELL Portfolio program aim to maximize?

Portfolio > Introduction

A

Positive outcomes related to human health and well-being and the value of projects
| Created with Chat-GPT

This information comes from Page 4 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

What are WELL Portfolio members required to do with their projects?

Portfolio > Introduction

A

Select projects for their portfolio and implement strategies from the applicable rating system
| Created with Chat-GPT

This information comes from Page 4 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

What signifies a portfolio owner’s intent to engage in the WELL Portfolio program?

Portfolio > Engagement

A

Enrollment
| Created with Chat-GPT

This information comes from Page 5 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

What is the official online registration and project management system for the WELL program?

Portfolio > Engagement

A

WELL Digital Platform
| Created with Chat-GPT

This information comes from Page 5 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

What are the benefits of enrolling in the WELL Portfolio program?

Portfolio > Engagement

A

WELL coaching support, access to an online platform for managing WELL scorecards, and complimentary IWBI membership
| Created with Chat-GPT

This information comes from Page 5 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

What is the minimum subscription commitment for WELL Portfolio?

Portfolio > Engagement

A

Five years
| Created with Chat-GPT

This information comes from Page 5 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

What does a WELL Portfolio subscription include?

Portfolio > Engagement

A

Review of documentation, performance testing results by GBCI, WELL Portfolio Score, dashboard of performance, coaching support, and IWBI membership
| Created with Chat-GPT

This information comes from Page 5 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

What must a portfolio administrator do during the enrollment period?

Portfolio > WELL Portfolio scope

A

Enter all projects that meet the definition of the identifiable portfolio and not unreasonably exclude properties
| Created with Chat-GPT

This information comes from Page 6-7 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

What is the minimum number of projects required in a defined portfolio?

Portfolio > WELL Portfolio scope

A

10 projects, or 2 projects if the global portfolio contains fewer than 10
| Created with Chat-GPT

This information comes from Page 6-7 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

What must new construction properties do to qualify for inclusion in the portfolio?

Portfolio > WELL Portfolio scope

A

Be added anytime during design or construction but required at substantial completion
| Created with Chat-GPT

This information comes from Page 6-7 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

What happens if additional properties qualifying under the portfolio are acquired?

Portfolio > WELL Portfolio scope

A

They must be added within one year of acquisition
| Created with Chat-GPT

This information comes from Page 6-7 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

What is required for projects in a defined portfolio to share documentation?

Portfolio > WELL Portfolio scope

A

Use of WELL Building Standard v2 or WELL v2 pilot
| Created with Chat-GPT

This information comes from Page 6-7 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

Can projects using different WELL versions share documentation within a portfolio?

Portfolio > WELL Portfolio scope

A

No, except through the WELL v2 Skybridge for specified features
| Created with Chat-GPT

This information comes from Page 6-7 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
17
Q

What happens to single-asset projects already registered under WELL when included in a portfolio?

Portfolio > WELL Portfolio scope

A

Outstanding invoices are void, and certification costs are covered in the WELL Portfolio subscription excluding performance testing fees
| Created with Chat-GPT

This information comes from Page 6-7 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
18
Q

Who oversees the WELL Portfolio process and coordinates documentation?

Portfolio > Roles and responsibilities

A

Portfolio Administrator
| Created with Chat-GPT

This information comes from Page 8-9 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
19
Q

What is the role of an owner in the WELL Portfolio program?

Portfolio > Roles and responsibilities

A

Authorize enrollment of the portfolio and validate documents to demonstrate WELL feature compliance
| Created with Chat-GPT

This information comes from Page 8-9 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
20
Q

What credential recognizes professionals knowledgeable in applying WELL frameworks?

Portfolio > Roles and responsibilities

A

WELL AP (WELL Accredited Professional)
| Created with Chat-GPT

This information comes from Page 8-9 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
21
Q

What support does the WELL coaching contact provide?

Portfolio > Roles and responsibilities

A

Answers questions, shares resources and tools, and offers feedback during enrollment and subscription periods
| Created with Chat-GPT

This information comes from Page 8-9 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
22
Q

Who conducts performance tests and submits results for performance review?

Portfolio > Roles and responsibilities

A

WELL Performance Testing Agent
| Created with Chat-GPT

This information comes from Page 8-9 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
23
Q

Who confirms the achievement of feature requirements through documentation and test results?

Portfolio > Roles and responsibilities

A

WELL Reviewer
| Created with Chat-GPT

This information comes from Page 8-9 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
24
Q

What platform is used to store and submit all WELL Portfolio documentation?

Portfolio > Documentation requirements

A

WELL Digital Platform
| Created with Chat-GPT

This information comes from Page 10-12 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
25
Q

What are the three scales of documentation in the WELL Portfolio program?

Portfolio > Documentation requirements

A
  1. Individual-scale Documents
  2. Shareable Documents
  3. Guideline Documents
    | Created with Chat-GPT

This information comes from Page 10-12 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
26
Q

When are Implementation-stage documents required?

Portfolio > Documentation requirements

A

For feature validation that contributes to a WELL Portfolio Score or WELL Certification.
| Created with Chat-GPT

This information comes from Page 10-12 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
27
Q

What type of documentation is allowed for Precertification?

Portfolio > Documentation requirements

A

Intent-stage documents, which indicate plans or designs not yet implemented.
| Created with Chat-GPT

This information comes from Page 10-12 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
28
Q

How are photographs used for verification in the WELL Portfolio program?

Portfolio > Documentation requirements

A

As Guideline documents that describe requirements, with actual photographs required only for projects selected for audit.
| Created with Chat-GPT

This information comes from Page 10-12 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
29
Q

Performance verification encompasses how many stages?

Portfolio > Performance Verification

A

Two stages: Onsite performance testing by a WELL Performance Testing Agent and a third-party review by GBCI.
| Created with Chat-GPT

This information comes from Page 13 of the WELL Portfolio Guide

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
30
Q

Who conducts the third-party review of the onsite performance testing results?

Portfolio > Performance Verification

A

The GBCI WELL Reviewer conducts the third-party review.
| Created with Chat-GPT

This information comes from Page 13 of the WELL Portfolio Guide

31
Q

What is the requirement for projects undergoing performance verification in a WELL Portfolio?

Portfolio > Performance Verification

A

Performance testing results must be submitted concurrently with documentation during the WELL Portfolio member’s review cycle.
| Created with Chat-GPT

This information comes from Page 13 of the WELL Portfolio Guide

32
Q

What must a project reach to undergo performance testing?

Portfolio > Performance Verification

A

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

This information comes from Page 13 of the WELL Portfolio Guide

33
Q

What environmental parameters are included in performance testing?

Portfolio > Performance Verification

A

Performance tests measure parameters within Air, Water, Light, Thermal Comfort, and Sound concepts.
| Created with Chat-GPT

This information comes from Page 13 of the WELL Portfolio Guide

34
Q

What does GBCI examine during feature review?

Portfolio > Feature Review

A

GBCI examines documentation and performance testing results to confirm compliance with WELL feature requirements.
| Created with Chat-GPT

This information comes from Page 13 of the WELL Portfolio Guide

35
Q

How many review cycles are included in a WELL Portfolio subscription per year?

Portfolio > Feature Review

A

The subscription includes up to two review cycles per year.
| Created with Chat-GPT

This information comes from Page 13 of the WELL Portfolio Guide

36
Q

What happens if a project fails to submit audited documentation?

Portfolio > Feature Review

A

Failure to submit audited documentation will result in a loss of corresponding feature points for the project.
| Created with Chat-GPT

This information comes from Page 13 of the WELL Portfolio Guide

37
Q

How does GBCI conduct auditing in each review cycle?

Portfolio > Feature Review

A

GBCI audits project-level documentation using Guideline documents to check that feature requirements are being met.
| Created with Chat-GPT

This information comes from Page 13 of the WELL Portfolio Guide

38
Q

What is the sample rate for auditing based on the number of projects to which a Guideline is assigned?

Portfolio > Feature Review

A

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

This information comes from Page 13 of the WELL Portfolio Guide

39
Q

What does the WELL report include?

Portfolio > WELL Report

A

The WELL report includes a WELL Portfolio report, a WELL Certification report, and a Precertification report.
| Created with Chat-GPT

This information comes from Page 16-17 of the WELL Portfolio Guide

40
Q

How long after the last round of review will the WELL report be issued?

Portfolio > WELL Report

A

The WELL report will be issued within 20–25 business days after the last round of review.
| Created with Chat-GPT

This information comes from Page 16-17 of the WELL Portfolio Guide

41
Q

What can WELL Portfolio members do if they have not achieved a targeted WELL feature?

Portfolio > WELL Report

A

Members may submit updated documentation or performance testing results or initiate curative actions during the next review cycle.
| Created with Chat-GPT

This information comes from Page 16-17 of the WELL Portfolio Guide

42
Q

What happens if the portfolio administrator does not accept the WELL report within 180 days?

Portfolio > WELL Report

A

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

This information comes from Page 16-17 of the WELL Portfolio Guide

43
Q

What must happen after the WELL report is issued?

Portfolio > WELL Report

A

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

This information comes from Page 16-17 of the WELL Portfolio Guide

44
Q

What happens once the portfolio administrator accepts the WELL report?

Portfolio > Awards

A

The features awarded are automatically applied at both the portfolio and project level, as applicable.
| Created with Chat-GPT

This information comes from Page 17-19 of the WELL Portfolio Guide

45
Q

What is the purpose of the Precertification designation?

Portfolio > Awards

A

Precertification helps project teams communicate their progress toward WELL Certification by recognizing alignment with WELL requirements.
| Created with Chat-GPT

This information comes from Page 17-19 of the WELL Portfolio Guide

46
Q

How is the WELL Portfolio Score calculated?

Portfolio > Awards

A

The WELL Portfolio Score is the weighted average of points achieved across all projects, based on the number of occupants.
| Created with Chat-GPT

This information comes from Page 17-19 of the WELL Portfolio Guide

47
Q

What is required for the WELL Portfolio Score to be assigned a public score?

Portfolio > Awards

A

The portfolio must be based on at least two projects to be assigned a public WELL Portfolio Score.
| Created with Chat-GPT

This information comes from Page 17-19 of the WELL Portfolio Guide

48
Q

What does the WELL Portfolio Score reflect?

Portfolio > Awards

A

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

This information comes from Page 17-19 of the WELL Portfolio Guide

49
Q

How long is documentation and performance testing valid for each feature?

Portfolio > Maintenance of Achievements

A

They are valid for three years from the date of approval as indicated in the WELL report.
| Created with Chat-GPT

This information comes from Page 20 of the WELL Portfolio Guide

50
Q

When must feature reverification documentation be submitted?

Portfolio > Maintenance of Achievements

A

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

This information comes from Page 20 of the WELL Portfolio Guide

51
Q

What happens if documents or performance testing results expire?

Portfolio > Maintenance of Achievements

A

If expired, associated features are no longer considered met, but can be renewed or replaced in future review cycles.
| Created with Chat-GPT

This information comes from Page 20 of the WELL Portfolio Guide

52
Q

How does feature reverification impact the WELL Portfolio Score?

Portfolio > Maintenance of Achievements

A

Feature reverification affects the WELL Portfolio Score because the number of points achieved by each project contributes to the score.
| Created with Chat-GPT

This information comes from Page 20 of the WELL Portfolio Guide

53
Q

What happens to a project’s certification status after three years?

Portfolio > Maintenance of Achievements

A

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

This information comes from Page 20 of the WELL Portfolio Guide

54
Q

What is required for certain features on an annual basis?

Portfolio > Annual Submissions

A

Certain features require annual documentation submissions, such as occupancy surveys, maintenance proof, and environmental monitoring results.
| Created with Chat-GPT

This information comes from Page 21 of the WELL Portfolio Guide

55
Q

When must required annual documentation be submitted?

Portfolio > Annual Submissions

A

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

This information comes from Page 21 of the WELL Portfolio Guide

56
Q

What happens if annual documentation is not submitted on time?

Portfolio > Annual Submissions

A

The project will no longer be considered in compliance with those features.
| Created with Chat-GPT

This information comes from Page 21 of the WELL Portfolio Guide

57
Q

Can ongoing monitoring of environmental parameters replace performance testing at recertification?

Portfolio > Annual Submissions

A

Yes, ongoing monitoring results can be used in place of performance testing for applicable features.
| Created with Chat-GPT

This information comes from Page 21 of the WELL Portfolio Guide

58
Q

What role do Guideline documents play in maintenance proof?

Portfolio > Annual Submissions

A

Guideline documents can be used for maintenance proof, with reports only required if selected for an audit.
| Created with Chat-GPT

This information comes from Page 21 of the WELL Portfolio Guide

59
Q

What are the mechanisms that WELL provides for creativity in advancing health and wellness strategies?

Portfolio > Innovations and Alternatives Strategies

A

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

This information comes from Page 22-23 of the WELL Portfolio Guide

60
Q

What is the purpose of an Alternative Adherence Path (AAP)?

Portfolio > Innovations and Alternatives Strategies

A

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

This information comes from Page 22-23 of the WELL Portfolio Guide

61
Q

How many free AAPs can a WELL Portfolio member receive per year?

Portfolio > Innovations and Alternatives Strategies

A

A WELL Portfolio member receives 10 free AAPs per year.
| Created with Chat-GPT

This information comes from Page 22-23 of the WELL Portfolio Guide

62
Q

What defines an Innovation feature in the WELL system?

Portfolio > Innovations and Alternatives Strategies

A

An Innovation feature addresses a novel concept or exceeds existing WELL feature requirements, supported by scientific or industry research.
| Created with Chat-GPT

This information comes from Page 22-23 of the WELL Portfolio Guide

63
Q

What are Equivalencies in the WELL system?

Portfolio > Innovations and Alternatives Strategies

A

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

This information comes from Page 22-23 of the WELL Portfolio Guide

64
Q

What is the purpose of the WELL report?

Portfolio > Curative Actions and Appeals

A

The WELL report outlines the approved features and the projects for which they have been approved.
| Created with Chat-GPT

This information comes from Page 24 of the WELL Portfolio Guide

65
Q

What actions can be taken after receiving the WELL report?

Portfolio > Curative Actions and Appeals

A

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

This information comes from Page 24 of the WELL Portfolio Guide

66
Q

What is curative action in the context of the WELL report?

Portfolio > Curative Actions and Appeals

A

Curative action involves undertaking corrective measures to address unmet performance testing criteria and/or documentation requirements.
| Created with Chat-GPT

This information comes from Page 24 of the WELL Portfolio Guide

67
Q

What fees are associated with curative action and appeals?

Portfolio > Curative Actions and Appeals

A

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

This information comes from Page 24 of the WELL Portfolio Guide

68
Q

How can WELL Portfolio teams handle additional features or documentation?

Portfolio > Curative Actions and Appeals

A

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

This information comes from Page 24 of the WELL Portfolio Guide

69
Q

What options do WELL Portfolio members have regarding the privacy of their portfolios and projects?

Portfolio > Use of Project Information

A

WELL Portfolio members can elect to make their defined portfolios or individual projects public or private.
| Created with Chat-GPT

This information comes from Page 25 of the WELL Portfolio Guide

70
Q

What benefits do public WELL Portfolio members receive?

Portfolio > Use of Project Information

A

Public WELL Portfolio members benefit from publicity opportunities, including being listed in the WELL organizational directory.
| Created with Chat-GPT

This information comes from Page 25 of the WELL Portfolio Guide

71
Q

What happens if a public WELL Portfolio member opts out of having their WELL Portfolio Score disclosed?

Portfolio > Use of Project Information

A

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

This information comes from Page 25 of the WELL Portfolio Guide

72
Q

What are the restrictions for private WELL Portfolio members?

Portfolio > Use of Project Information

A

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

This information comes from Page 25 of the WELL Portfolio Guide

73
Q

How may IWBI use the information submitted by WELL Portfolio members?

Portfolio > Use of Project Information

A

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

This information comes from Page 25 of the WELL Portfolio Guide

WELL AP - 2024 (15 decks)

Brainscape helps you reach your goals faster, through stronger study habits.
© 2025 Bold Learning Solutions. Terms and Conditions