WELL Tip: How to customize your WELL v2 scorecard

WELL v2 projects have access to a dynamic scorecard within the WELL Online platform. The scorecard allows project teams to selectively choose WELL feature parts that are most applicable to a project’s scope, occupant needs and well-being goals. When a project team first considers WELL, they initiate this ‘customization’ process.

Getting started with WELL v2 involves 4 easy steps:

1. Start a Project and answer all prompts.
2. Select “Start building” from the project dashboard.
3. Customize your scorecard by clicking Yes, Maybe or No from the right-hand Pursuing column.
4. Enroll your project!

Once officially enrolled, project teams gain access to WELL’s robust project tools, WELL coaching support and technical resources to evaluate new strategies, adopt WELL requirements and continue to evolve their scorecard selections.

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Tips for customizing your WELL v2 Scorecard:

In short, customizing is simply adding or subtracting WELL criteria from your scorecard. This allows you to mix and match WELL optimization feature parts to align with your project’s unique well-being goals. Click on a part name to activate a drop-down and review the specific criteria. Based on your project goals and circumstances, select Yes, Maybe, or No to indicate whether the project is pursuing a feature part. These selections can be adjusted at any time prior to documentation submission.

Scorecard architecture & functionality

• At the top of your scorecard, a real-time tracker displays the number of WELL strategies you’ve elected to pursue in a given concept.
  • You’ll notice a separate tracker for preconditions (mandatory features) and optimizations (optional, point-earning features).
  • As you select “Yes” for optimizations, the scorecard will tally the total number of points the project is pursuing within that concept.
• At the very top right-hand corner, you will also see the project’s anticipated score, which is calculated based on the point value of the optimizations that you select. Click on this anticipated score to see additional stats and track progress toward your project’s target Certification level (e.g, Bronze, Silver, Gold or Platinum).
• Just below the points tracker, you’ll see the 10 WELL concepts. Please click on the name of each concept to explore the preconditions and select the optimizations for that concept.
• For Core Projects, make sure to reference WELL Core Guidance listed at the bottom of the feature part language. For select features, you may be able to earn an additional point for extending offerings to tenants.
• The scorecard can be filtered by the type of verification method (e.g., performance test, technical document, etc.) and by whether you selected Yes, Maybe or No for feature parts.
  • Tip: After marking all features as Yes, No or Maybe, projects may find it helpful to filter for Yes in order to focus their next steps.
• Use the toggle button to change your scorecard to view units in the system most appropriate to the project’s location, either the Imperial or Metric system.
• While all feature part language is available directly in the scorecard itself, you may also find it helpful to reference the digital standard while you customize your project’s scorecard. At the top of the scorecard, you can access the applicable addenda version of digital standard.
• If your team prefers to do some work offline, the scorecard that you’ve created can also be downloaded into an excel format. Just make sure that when you submit for documentation review, the selections in the online scorecard are accurate and up to date.

Scorecard rules & requirements

• As you adjust the scorecard selections, please be mindful of the following:
• Project teams may submit a scorecard with up to a total of 100 points + 10 innovation points. The point tracker in the top right corner will automatically adjust as you make changes to your scorecard.
• Projects must achieve all preconditions. These mandatory features are not associated with points. Achieving optimization parts will increase your project’s score. Note: your project may be required to meet a certain number of points per concept based on the target level of WELL Certification:

• Projects may pursue no more than 12 points per concept. However, a project may seek additional points in concepts where the project has already reached the 12-point maximum, by submitting features or parts not already pursued within those concepts as innovations for Feature I01. These submissions are worth one point per part, regardless of the listed point value of that part.
• Please read through the Overview section of the digital standard for these scoring details and more!

Considerations when making adjustments

When evaluating feature parts to keep or to replace with unselected feature parts, consider the project goals, the impact of each feature on those inside your project and the feasibility of implementing each design, policy or maintenance strategy.

• Goals: Why is your project pursuing WELL? Perhaps you can target these goals by selecting features that align with these specific health outcomes, which are specified in each feature intent and background. You may also find inspiration by exploring WELL project profiles or by reading more about the value of WELL in our WELL Tip article: Key strategies for making the business case for WELL.
• Feasibility: The project’s WELL Online account allows for collaboration amongst team members, who are able to leave comments and track progress within the digital scorecard by clicking on any feature part. If the project encounters challenges with feature requirements, consider pursuing an “alternative strategy,” such as published alternative adherence paths (AAPs) or equivalencies. You may also search for helpful pointers in our WELL Tip articles!

Remember, you may continue to adjust the scorecard as necessary throughout the certification process until your project is ready to submit documentation. All the tools you need have been dynamically incorporated into your digital scorecard or project lobby. Start building!