Your partner for a low carbon future
TrustMark is the UK Government-endorsed quality scheme that ensures energy efficiency measures are delivered in line with legislative requirements.
For the Social Housing Decarbonisation Fund Wave 2, it’s not just a reporting requirement or badge, it’s the formal proof that your retrofit project has been delivered safely, compliantly and to a high standard, with residents' protection at its core.
A TrustMark lodgement is a formal submission made through the TrustMark data warehouse that confirms retrofit works were delivered in accordance with the applicable requirements at the time.
Typically, this includes:
All Wave 2 projects lodged to the TrustMark data warehouse must comply with the PAS framework.
To be considered compliant, TrustMark lodgements must be:
At project closure, you will still need to reconcile all lodged measures to ensure:
If measures are not correctly lodged (or not lodged at all) they risk being classed as non-compliant, which could:
Checking TrustMark lodgements is a critical part of the data reconciliation process required at project closure.
Before submitting your final report, you must ensure that:
While photographic evidence is a requirement for TrustMark lodgement, grant recipients may not have direct access to this evidence unless the retrofit coordinator is directly contacted.
In these cases, grant recipients should work closely with their retrofit coordinator to confirm that all necessary documentation, including photographic records has been uploaded in line with TrustMark requirements.
Visit our tips and advice for TrustMark photo evidence webpage on the Hive for further guidance.
Measures that are missing, misclassified or incorrectly lodged may:
TrustMark reconciliation typically takes two to three months. During this period, your project team may be contacted for clarification or additional data.
To avoid delays and ensure your measures are recognised and funded, follow these key operational tips:
UPRN (Unique Property Reference Number)
Full post code
Installation date
Correct measure type
TrustMark lodgement ID
Retrofit coordinator ID
The TrustMark unique measure reference (UMR) is a common challenge for grant recipients during data reconciliation. Each unique measure reference is a unique identifier assigned to a measure only after it has been successfully lodged and marked as ‘complete’ in the TrustMark data warehouse.
Important: don’t use the unique project reference number, it is not the same as the UMR and cannot be used interchangeably.
Always obtain the UMR directly from the TrustMark Certificate. Do not rely on the online Measure Checker, as it may display incorrect or mismatched UMRs.
Grant Recipients must collaborate with their contractors and Retrofit Coordinators to ensure that a valid UMR is provided for every lodged measure. This reference must be used consistently in the DMS to align with TrustMark records and avoid delays or data discrepancies.
It is essential that your retrofit coordinator knows which scheme they should be lodging under. Lodging under an unrelated or legacy scheme can lead to your measure being rejected or delayed in processing.
Ensure lodgements are made under the correct scheme relevant to SHDF Wave 2.1 or SHDF Wave 2.2.
Accurate and specific categorisation of measures is essential to ensure that TrustMark lodgements are correctly recorded and aligned with DMS entries.
Avoid using broad or generic terms such as “heat pump”. Instead, use the precise measure type for example “air source heat pump” that accurately reflects what was installed.
Inaccurate categorisation may cause delays or rejections during validation. Always ensure the measure description matches the official TrustMark classification. Work closely with your retrofit coordinator to ensure the correct measure type is selected at the point of lodgement.
For technologies like solar PV, your installer must:
Previous schemes may have accepted MCS alone, but SHDF Wave 2 requires TrustMark PAS lodgement, even for MCS-certified measures.
You may be contacted to clarify:
Avoid this by reconciling TrustMark and internal records before entering into the DMS.
These resources will help you lodge measures correctly, avoid common errors, and meet SHDF Wave 2 compliance requirements:
Short videos are available on the TrustMark website walk you through:
Retrofit Portal - Support Videos • TrustMark
This Hive page provides practical tips and examples to help you:
Tips and advice for TrustMark photo evidence | Salix Finance
