Social Housing Decarbonisation Fund Hive – Wave 2 data reconciliation

  • Date of last update: Friday 9 January 2026
  • Content last updated: additional guidance provided relevant to emerging issues
Please note: this is a live page and additional activities and resources may be added over time to better support grant recipients as they navigate the closure process.

To stay compliant with scheme requirements and TrustMark reporting, please ensure you submit your monthly DMS report.  

TrustMark lodgement is a key requirement of the Social Housing Decarbonisation Fund Wave 2 grant funding agreement (GFA).

It’s more than a reporting obligation, it provides evidence that retrofit works are delivered in line with PAS standards and ensures accountability, quality assurance and protection for residents.

As part of project delivery and closure, we will be working closely with you to reconcile your delivery data.

Although reconciliation is an ongoing process throughout delivery, it becomes a key focus as we approach the closure stage. 

Finalising this data is essential to completing your project and we’re here to support you every step of the way.

Below, you’ll find everything you need to know about what reconciliation involves and how you can start preparing now.

What is reconciliation?

Reconciliation is the process of reviewing and verifying your delivery data to ensure:
•    there are no errors, omissions or inconsistencies between what’s reported in the Data Management System (DMS)  and TrustMark
•    your final records are complete and accurate ahead of project closure

Please note: your project cannot close until reconciliation is complete.

When will this happen?

Data reconciliation is an ongoing process. However, as part of project closure, you may be invited to attend a reconciliation session if our teams identify that additional support is needed.

If an additional support session is required, it will be dedicated time with our team to help ensure your delivery data is ready for closure. 
Sessions will only be arranged where issues or inconsistencies have been identified during our ongoing checks.

During the session, we will work with you to:
•    review your latest DMS submission and TrustMark records
•    identify any missing or incomplete entries
•    flag any data that does not match between the two systems
•    discuss how to correct any issues
•    confirm next steps needed for closure
 

What can you do in the meantime?

To prepare for reconciliation, you can begin reviewing your data by:

  • cross-referencing your DMS and TrustMark records – use of the energy efficiency installation checker can support this activity
  • ensure property details and measures information are complete and consistent across both systems
  • identify any gaps, errors or anomalies that need to be corrected

Taking these steps now will help streamline the reconciliation process and support a smooth closure of your project.

Emerging challenges and how to mitigate them

Through our work supporting grant recipients with this activity so far, we've noted a few recurring data issues across monthly reporting. 

These are generally simple to correct and small adjustments to processes can prevent them from reappearing. 

Addressing them early supports smoother validation, saves time and reduces rework later in the project. 

How to check your TrustMark project completion certificate

Before submitting your monthly data, take a moment to review each TrustMark project completion certificate, looking specifically at the following five fields:  

  1. Certificate number
  2. Scheme name
  3. Property address
  4. Measure installed
  5. UMRN (unique measure reference number) 

If the information on your certificate looks wrong, please confirm with your contractor and get it corrected.  

Example of a TrustMark certificate with specific areas to check for alignment and consistency

An example of a TrustMark certificate with the five key fields to cross-reference for reporting

Need help with your DMS data?

Visit our monthly reporting resources page on the SHDF Hive for practical guidance on:

  • common data challenges
  • validation errors
  • tips for accurate submissions

This resource is designed to help you improve the quality of your monthly reporting and ensure compliance with Social Housing Decarbonisation Fund Wave 2 requirements.

Support available:

We’re here to guide and support you throughout the reconciliation process. Reconciliation will be covered as part of your regular meetings and ongoing engagement with us. We will provide:

  • one-to-one support with your single point of contact and project support officer
  • clear practical guidance on how and where to make corrections
  • ongoing support via email and scheduled follow-ups, if needed

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