data warehouse technical group - trustmark

trustmark.org.uk

Data WarehouseTechnical Group

28/11/2019

trustmark.org.uk

Agenda

• Resources• Considerations• Use case discussion

• Assessor• Coordinator• Ofgem impacts• Third party

• Future session / communications• AOB / Q & A• 1 – 2 -1 discussions (if time permits)

Introduction

Room available until 12:30

Fire Alarms: None ScheduledAssembly Point: Green sign outside main entrance

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Github

Resources

• Sample project• Documentation• Link to Postman script

https://github.com/trustmark-2005-ltd/TrustMark.DataWarehouse.Api

https://github.com/trustmark-2005-ltd/TrustMark.DataWarehouse.Api

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Postman

Resources (cont.)

• Examples of the calls provided by the API• Autocomplete are mocked examples

https://www.getpostman.com/collections/64b2a1e75e1fcd7b65a3

Other support and familiarisation• https://www.trustmark.org.uk/support/dw/general• https://www.trustmark.org.uk/ourservices/data-warehouse

Environments• Sandbox - For testing API and integration• Production


https://www.trustmark.org.uk/support/dw/general

https://www.trustmark.org.uk/ourservices/data-warehouse

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WorkTypeId & Trade Codes

Resources (cont.)

WorkTypeId • Used to distinguish

measures installed under the same TradeCode

• When used, you do not need to provide details of the measure

WorkTypeId Work Type Measure Category Measure Type PAS Annex Standard ECO Measure name Trade Description ECO TrustMark

Trade Code

Financial

Protection DW-100 Energy Efficiency Cavity Wall Insulation Cavity wall insulation (0.040) B1 PAS 2030:2017 CWI_0.040 Cavity Wall Insulation [B1 - 2017] 3 90 CWI-01

DW-101 Energy Efficiency Cavity Wall Insulation Cavity wall insulation (0.040) B1 PAS 2030:2019 CWI_0.040 Cavity Wall Insulation [B1 - 2019] 3 91 CWI-01





DW-106 Energy Efficiency Cavity Wall Insulation Party cavity wall insulation B1 PAS 2030:2017 PWI_Cavity Cavity Wall Insulation [B1 - 2017] 3 90 CWI-02

DW-107 Energy Efficiency Cavity Wall Insulation Party cavity wall insulation B1 PAS 2030:2019 PWI_Cavity Cavity Wall Insulation [B1 - 2019] 3 91 CWI-02

DW-140 Energy Efficiency Loft Insulation Loft insulation where there is greater than 100mm pre-existing insulationB9 PAS 2030:2017 LI_greater100 Loft Insulation [B9 - 2017] 3 92

DW-141 Energy Efficiency Loft Insulation Loft insulation where there is greater than 100mm pre-existing insulationB9 PAS 2030:2019 LI_greater100 Loft Insulation [B9 - 2019] 3 93

DW-142 Energy Efficiency Loft Insulation Loft insulation where there is less than or equal to 100mm pre-existing insulationB9 PAS 2030:2017 LI_lessequal100 Loft Insulation [B9 - 2017] 3 92

DW-143 Energy Efficiency Loft Insulation Loft insulation where there is less than or equal to 100mm pre-existing insulationB9 PAS 2030:2019 LI_lessequal100 Loft Insulation [B9 - 2019] 3 93

DW-243 Insulation (Cavity / Internal / External) 0 52

DW-244 Loft Insulation Installers 0 54

DW-248 Energy Efficiency Retrofit Assessment Not included PAS2035 Retrofit Assessor 1 120

DW-249 Energy Efficiency Retrofit Coordination Not included PAS2035 Retrofit Coordinator 1 121

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Considerations

API keys• Must be requested from [email protected]• There are different API keys for each environment.• If you have a portal login you can download your API

keys from the ‘My Account’ area.

Your setupWhen setting up your API Keys we will need to understand:• Whether you are a 3rd party lodging on behalf of

someone else?• Whether you need access to the DWH portal?• Whether Lodgement Certificates are to be sent?• How lodgement is to be paid for?• Whether lodgement is for PAS2030, PAS2035 or both?

Lodgement feesTwo typical models in place:1. The business uses the data warehouse to top up their balance, when a lodgement is made the

balance is reduced (businesses shave to opt into this)

2. The integrating party handles the payment with the business and pays TrustMark periodically

Approach• We have provided a suite of taxonomy lookups.• Using these will minimise rework for future changes.

There are different API keys for each environment.

mailto:[email protected]

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Taxonomies

Considerations (cont.)


Documents• You must first complete the UploadFile call

to receive an UploadToken• You can then attach each document to the

lodgement using the Documents section of the lodgement.


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Use case discussion

Retrofit Assessor Schemes1. How assessors will interact2. Assessment Format?

• Energy report• Condition report (one pdf. with multiple images)• Occupancy report

3. The relationship between your systems and the DW4. Retrofit Assessment Lodgement:

1. As stand alone2. When instigated by Retrofit Coordinator

Managing status of assessors:1. When an Energy Assessor is removed from

delivering EPCs, how can they be removed from TrustMark at same time?

2. When a Retrofit Assessor is removed from one scheme how can this be conveyed to other schemes with which they are registered?

Discussion points received - None

Discussion points for room

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Use case discussion

Retrofit Coordinator Schemes / PAS 2035• How coordinators will interact with DWH?• Lodgement starts in DWH and RC invites participants?• The relationship between your systems and the DWH

Discussion points received - None

1. Managing the status - is this the same as that discussed for Assessors?

Discussion points for room

Id RMI Other EEMs PAS2030 PAS2035

clause

Title # of

documents

Advisor Assessor Designer Retrofit

Coordinator

Installer Evaluator

1 Advice report 0+ Y Y

2 [7.1] Risk Assessment 1+ Y Y

3 [6.2] Intended Outcomes 1 Y

4 [8] Assessment Report 1+ Y Y

5 [9] Retrofit Design 1+ Y Y

6 [9.2.2] Improvement Option Evaluation 1 Y

7 [9.2.10] Medium Term Low Carbon Plan 1 Y

8 [12.1] Handover documents for Client 1+ Y

9 Y [11.3] Claim of Compliance PAS2030 1+ Y Y

10 [6.1.4] Claim of Compliance PAS2035 1 Y

11 [14] Monitoring and Evaluation outcomes 1+ Y Y

12 o o Y [12.1.2] Guarantee 1+ Y Y

13 o o Other commisioning certificates 1+ Y Y

14 o o o o Other 1+ Y Y Y Y Y Y

15 o o o o Contract / Invoice 1+ Y

denotes

Mandatory Y denotes participantMandatory can be part of Assessment o uploaded if existsNon-Mandatory

Required for Work Type RoleRequired documents

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Use case discussion

Ofgem – Measure lifecycle Key points

1. Each Measure has Unique_Measure_Reference (UMR) allocated

2. Once a lodgement is complete a CertificateID is generated

3. Score Monitoring elements (Heating source, Property Type, POPT, SWMR_RN) provided by Ofgem

4. Mismatches will be reported back to supplier by Ofgem

Measure gets installed

Lodged in DWH (API or manually)

Reported to supplier

Supplier notifies Ofgem

Ofgem conduct checks and then

checks against DWH

Ofgem Validation Criteria (Match/Mismatch)• Trustmark_Business_Licence Number• Measure_Type• Date_of_Completed_Installation• PAS edition • Trustmark_Lodged_CertificateID• Trustmark_Unique_Measure_Reference

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Use case discussion

Ofgem / Suppliers

Discussion points received1. How can a supplier validate the information provided

by installer is correct?2. Address matching and remediation

Reported to supplier

Supplier notifies Ofgem

Ofgem conduct checks and then

checks against DWH

Evidence to supplier:

1. Where Installer platform used – confirmation provided via API

2. Where UI used, installer:• can download list of measures installed with

Certificate Number and UMR• can take screen shot confirmation

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Use case discussionInstaller CSV Extract

Discussion points received1. How can a supplier validate the information provided

by installer is correct?2. Address matching and remediation

Address_name Address_number Address_line1 Address_city Address_postcode Measure Date_of_work installer_license umr Your_measure_reference ofgem_measure_name Standard PAS Annex Lodgement_status lodgement_date Lodged_by Certificate_id

Flat 3b The Square Basisngstoke RG21 4EB Cavity wall insulation (0.040) 03/08/2019 1624715 1dBPAMq6xa3 CWI_0.040 PAS 2030:2017 B1 Complete and paid 31/08/2019 1624412 5001

Flat 3b The Square Basisngstoke RG21 4EB

Loft insulation where there is

greater

than 100mm pre-existing

insulation 10/08/2019 1624412 1dBPAMq6xa4 LI_greater100 PAS 2030:2017 B9 Complete and paid 31/09/2019 1624412 5001

Flat 3c The Square Basisngstoke RG21 4EB


greater


insulation 10/08/2019 1624412 1dBPAMq6xa9 LI_greater100 PAS 2030:2017 B9 Complete not paid 1624412

Flat 4a The Square Basisngstoke RG21 4EB


greater


insulation 10/08/2019 1624412 1dBPAMq6xb1 LI_greater100 PAS 2030:2017 B9 Not_complete 1624412

99 Test Street TestTown TE55 7QQ Weed control 07/10/2019 1624412 2dBPAMq6xb2 Complete and paid 07/10/2019 1624412 5002

Screenshot of Lodgement

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Any Other Business

Future Communications• How would you like us to communicate with you?• Do we need to create a FAQ guide for your installers?• Online community?