ERV and HRV Effectiveness Verification Report

Field inspection template for verifying sensible and latent recovery effectiveness of energy recovery ventilators (ERVs) and heat recovery ventilators (HRVs) against AHRI 1060 rated values, including unit identification, test conditions, measurements, and corrective actions.

Inspection Scope and Equipment Identification

• ERV/HRV unit identification matches the asset being verified
  Record unit tag, manufacturer, model, serial number, and serving area. Confirm the equipment under test is the intended ERV or HRV.
• Verification scope defined as sensible and latent recovery effectiveness comparison to AHRI 1060 rated values
  Confirm the inspection is intended to compare field-measured sensible and latent recovery effectiveness against the applicable AHRI 1060 rating basis and project acceptance criteria.
• Operating mode at time of test is documented
  Record whether the unit was in normal occupied mode, economizer bypass, defrost, standby, or another mode that could affect results.
• Test date and time recorded
  Document the date and start time of the field verification.
• Applicable acceptance criteria documented
  Record the project-specific pass/fail criteria, including minimum acceptable sensible and latent effectiveness and any required tolerance to AHRI 1060 rated values.

Test Conditions and Instrument Readiness

• Test instruments are calibrated and within calibration date
  Confirm temperature, humidity, airflow, and pressure instruments used for the verification have current calibration status.
• Outdoor and return air conditions are stable enough for valid comparison
  Verify conditions are not rapidly fluctuating and are suitable for a meaningful field effectiveness measurement.
• Measured outdoor air dry-bulb temperature
  Record the outdoor air dry-bulb temperature at the test point.
• Measured outdoor air relative humidity
  Record the outdoor air relative humidity at the test point.
• Measured return air dry-bulb temperature
  Record the return air dry-bulb temperature entering the energy recovery device.
• Measured return air relative humidity
  Record the return air relative humidity entering the energy recovery device.

Airflow and System Operating Verification

• Supply airflow measured at the test condition
  Record the supply airflow through the ERV/HRV during the verification.
• Exhaust/return airflow measured at the test condition
  Record the exhaust or return airflow through the ERV/HRV during the verification.
• Airflow balance is within project tolerance
  Confirm supply and exhaust airflow are balanced within the project or manufacturer tolerance used for the test method.
• Bypass dampers and controls are in the intended test position
  Verify bypass, face-and-bypass, dampers, and controls are positioned so the recovery core is being tested as intended.
• Filters, core, and heat exchange surfaces are visibly serviceable
  Check for excessive fouling, blockage, frost, damage, or other conditions that could invalidate the performance reading.

Effectiveness Measurements and Calculations

• Measured sensible recovery effectiveness
  Enter the field-calculated sensible recovery effectiveness for the unit under test.
• Measured latent recovery effectiveness
  Enter the field-calculated latent recovery effectiveness for the unit under test.
• AHRI 1060 rated sensible effectiveness
  Record the manufacturer or certified AHRI 1060 rated sensible effectiveness used as the comparison baseline.
• AHRI 1060 rated latent effectiveness
  Record the manufacturer or certified AHRI 1060 rated latent effectiveness used as the comparison baseline.
• Measured sensible effectiveness meets acceptance criteria
  Confirm the measured sensible effectiveness meets or exceeds the project acceptance threshold relative to the AHRI 1060 rated basis.
• Measured latent effectiveness meets acceptance criteria
  Confirm the measured latent effectiveness meets or exceeds the project acceptance threshold relative to the AHRI 1060 rated basis.

Deficiencies, Corrective Actions, and Closeout

• Any deficiency or non-conformance identified
  Document any condition that prevented valid verification or caused the unit to fall below the acceptance criteria.
• Corrective action assigned
  Describe the corrective action, responsible party, and target completion date for any deficiency found.
• Retest required
  Indicate whether a follow-up verification is required after corrective action is completed.
• Inspector signature
  Signature of the person performing the verification.
• Final disposition
  Record whether the ERV/HRV passed, passed with deficiencies, or failed the verification.