Trustmark
Trustmark lodgement management and compliance tracking
Trustmark Lodgement Management
Manage the complete Trustmark lodgement lifecycle from project registration through to final lodgement. Track compliance, validate data, and submit lodgements directly through the Trustmark Data Warehouse API.
PAS 2035
TrustMark
Data Warehouse
15
Total Projects
42
Total Properties
3
Awaiting
12
Lodged
Lodgement Workflow
1
Project Registration
Register the retrofit project with Trustmark. Assign project reference, property UPRN, and scheme details (ECO4, SHDF, GBIS).
2
Pre-Lodgement Validation
Validate all required data before submission: property details, measure types, installer certification, and compliance documentation.
3
Data Warehouse Submission
Submit lodgement data to the Trustmark Data Warehouse API. Includes project stages, measures installed, costs, and completion dates.
4
Certificate Issued
Lodgement confirmed and certificate number issued. Track lodgement status and download confirmation documents.
Lodgement Data Requirements
Property Details
UPRN, address, property type, tenure, construction age, and building form
Coming Soon
Measures Installed
PAS measure types, installation dates, costs, installer details, and guarantee info
Coming Soon
Project Roles
RC coordinator, assessor, designer, installer certifications and accreditations
Coming Soon
Compliance Docs
Assessment reports, designs, handover packs, ventilation strategy, and EPC data
Coming Soon
Financial Data
Installation costs, funding source, grant amounts, and co-funding details
Coming Soon
Lodgement Status & Reports
Pre-Lodgement Checklist
Property UPRN verified against OS AddressBase
All PAS measures have valid measure IDs
Installer TrustMark registration confirmed
RC coordinator accreditation validated
Completion photographs uploaded
Handover documentation signed and filed
Lodgement Dashboard
Real-time status of all project lodgements
Filter by scheme, status, date range, or coordinator
Identify projects with missing or invalid data
Track average lodgement processing time
Export lodgement reports for scheme compliance
Generated Documents
SF48 Claim of Compliance certificate
SF67 Handover documentation pack
Lodgement confirmation with certificate number
Data Warehouse submission receipt
Compliance audit trail documentation
Validation & Error Handling
Real-time field validation before submission
Missing data highlighted with required actions
API error responses with clear resolution steps
Retry failed submissions with corrected data
Audit log of all submission attempts and outcomes
Trustmark Data Warehouse API
Direct integration with the Trustmark Data Warehouse API for automated lodgement submission. Projects validated within PASDOC can be submitted and tracked through to certificate issuance without leaving the platform.
In Development
Built with Reflex