HTM Companion AHU Aid

COMPANION SOFTWARE TERMS OF USE

Version 1.0

Last Updated: 14/06/26

These Terms of Use govern access to and use of all software products, applications, modules, databases, websites, Progressive Web Applications (PWAs), reports, updates, extensions and associated services supplied by ERF Ventures Ltd under the HTM Companion and HVAC Companion product ranges (collectively referred to as the "Software").

By accessing or using the Software, you agree to be bound by these Terms of Use.

1. LICENCE GRANT

ERF Ventures Ltd grants the User a limited, non-exclusive, non-transferable, revocable licence to access and use the Software solely for the User's internal business purposes and strictly in accordance with these Terms of Use.

The Software is licensed and not sold.

No ownership rights are transferred to the User.

2. ELIGIBILITY AND USER ACCOUNTS

Access to the Software may require registration and authentication.

Users are responsible for maintaining the confidentiality of their login credentials and for all activity occurring under their account.

User accounts may not be shared, transferred, sublicensed or made available to any third party.

ERF Ventures Ltd reserves the right to suspend or terminate accounts where unauthorised use is suspected.

3. INTELLECTUAL PROPERTY RIGHTS

All intellectual property rights in the Software remain the exclusive property of ERF Ventures Ltd.

This includes, without limitation:

  • Software code
  • Databases
  • Compliance criteria
  • Engineering methodologies
  • Calculations
  • Workflows
  • Room data
  • Technical content
  • Designs
  • Reports
  • Documentation
  • Branding
  • Logos
  • Trade marks
  • Updates and enhancements

The User acquires no ownership rights in any part of the Software.

3A. COPYRIGHT AND OWNERSHIP NOTICE

The HTM Companion product range, HVAC Companion product range, and all associated Software, source code, databases, calculations, engineering methodologies, content, reports, documentation, branding, logos, trade marks, user interfaces, designs and intellectual property rights are the sole and exclusive property of ERF Ventures Ltd.

Copyright © 2026 ERF Ventures Ltd. All rights reserved.

No part of the Software or associated content may be copied, reproduced, distributed, modified, published, transmitted, stored, reverse engineered, extracted or exploited in any form without the prior written consent of ERF Ventures Ltd except as expressly permitted by these Terms of Use.

4. PROHIBITED ACTIVITIES

The User shall not:

  • Copy, reproduce or distribute the Software;
  • Modify, adapt or create derivative works from the Software;
  • Reverse engineer, decompile or disassemble the Software;
  • Attempt to discover source code, algorithms, proprietary methodologies or underlying databases;
  • Extract, scrape, harvest, copy or reproduce databases, room schedules, compliance criteria, engineering methodologies or data structures contained within the Software;
  • Circumvent licensing, authentication or security mechanisms;
  • Share user accounts or login credentials;
  • Permit unauthorised access to the Software;
  • Use the Software to create, develop, support, train, benchmark or market competing products or services;
  • Remove or alter copyright notices, branding or ownership notices.

Any breach of this clause shall constitute a material breach of these Terms.

5. SOFTWARE AVAILABILITY

ERF Ventures Ltd does not guarantee uninterrupted, continuous, error-free or secure access to the Software.

The Software may be modified, updated, suspended or withdrawn at any time without notice.

ERF Ventures Ltd shall not be liable for temporary interruptions, outages, maintenance periods, technical failures or service disruptions.

6. SOFTWARE UPDATES

ERF Ventures Ltd may issue updates, modifications, corrections, enhancements, new functionality or revised content at its sole discretion.

Continued use of the Software following an update constitutes acceptance of such updates.

7. FEES, LICENCES AND REFUNDS

Licence fees are payable in accordance with the applicable licence purchased by the User.

Unless otherwise required by law, all fees paid are non-refundable.

The licence designation displayed within the Software, recorded within any licensing system, or otherwise communicated to the User shall not determine the commercial status, duration, scope or entitlement associated with a licence, which shall be determined solely by ERF Ventures Ltd.

Termination, suspension or withdrawal of access due to breach of these Terms shall not entitle the User to any refund, credit, compensation or reimbursement of fees already paid.

8. EVALUATION, DEMONSTRATION AND COMPLIMENTARY ACCESS

ERF Ventures Ltd may, at its sole discretion, provide temporary, complimentary, demonstration, evaluation, assessment, beta-testing, promotional or other non-commercial access to the Software.

Such access may be provided using any licence type, product configuration, functionality level, user limit or access level determined by ERF Ventures Ltd.

The provision of complimentary, demonstration or evaluation access shall not create any entitlement to continued access, future licensing rights, software updates, support services, commercial terms, preferential pricing or any other ongoing benefit.

ERF Ventures Ltd reserves the right to modify, restrict, suspend, withdraw or terminate any complimentary, demonstration, evaluation, assessment, beta-testing or other non-commercial access at any time, with or without notice and without liability.

ERF Ventures Ltd further reserves the right to refuse, decline, revoke or withdraw any licence application, trial access, evaluation access or complimentary access request at its sole discretion.

Upon withdrawal, expiry or termination of such access, all rights to access and use the Software shall cease immediately.

8A. ADDITIONAL CALCULATION, PARAMETER AND COMPLIANCE DISCLAIMER

The Software may generate calculations, estimates, engineering assessments, performance predictions, compliance indicators, suggested design parameters, recommended operating conditions and other derived outputs based upon user inputs, assumptions, databases, algorithms and methodologies.

Such outputs are provided for guidance purposes only and are not guaranteed to be accurate, complete, current, suitable for any particular application or free from error.

All calculations, estimates, recommendations, suggested parameters, compliance outcomes and engineering outputs must be independently reviewed, verified and validated by suitably qualified and competent persons before being relied upon for any design, specification, procurement, operational, maintenance, compliance, safety or business decision.

Any values, criteria, parameters, recommendations, guidance, room data, design conditions or compliance information presented by the Software are intended as guidance only and shall not be regarded as definitive facts, regulatory determinations, statutory requirements or replacements for official standards, legislation, professional guidance, manufacturer requirements, risk assessments, health and safety obligations or competent professional judgement.

Users remain solely responsible for ensuring compliance with all applicable health and safety requirements, statutory obligations, regulations, standards, codes of practice and project-specific requirements.

ERF Ventures Ltd accepts no responsibility for any loss, damage, cost, claim, enforcement action, project delay, compliance failure or other consequence arising from reliance upon calculations, recommendations, assessments, suggested parameters or other outputs generated by the Software.

9. ENGINEERING, COMPLIANCE AND PROFESSIONAL RESPONSIBILITY DISCLAIMER

The Software is provided as an engineering, surveying, estimating, reporting, compliance and decision-support aid only.

The Software is intended to assist suitably qualified and competent persons in carrying out engineering and compliance-related activities.

The Software does not replace:

  • Professional judgement;
  • Engineering competence;
  • Authorised Engineer oversight;
  • Design verification;
  • Risk assessment;
  • Commissioning activities;
  • Validation activities;
  • Statutory inspections;
  • Professional review;
  • Regulatory compliance obligations.

Any calculations, recommendations, assessments, room criteria, compliance criteria, reports, pass/fail outcomes, advisory notices, guidance or other outputs generated by the Software are provided for guidance purposes only.

The Software is intended to assist competent persons and does not constitute a complete or exhaustive interpretation of applicable legislation, regulations, standards, guidance documents, codes of practice, statutory requirements or project-specific obligations.

Users must independently verify all outputs, recommendations, calculations, assessments and compliance conclusions against the latest applicable legal, regulatory, technical and contractual requirements in force at the time of use.

Users remain solely responsible for verifying all information against applicable legislation, regulations, standards, guidance documents, manufacturer requirements, contractual obligations and project-specific requirements in force at the time of use.

This includes, without limitation:

  • Health Technical Memoranda (HTMs);
  • Healthcare Building Notes (HBNs);
  • British Standards;
  • Building Regulations;
  • CIBSE Guidance;
  • NHS Guidance;
  • Manufacturer Recommendations;
  • Local Policies;
  • Statutory Requirements.

ERF Ventures Ltd does not warrant that the Software contains every requirement, obligation, interpretation or consideration relevant to any specific project, installation, healthcare facility, ventilation system, engineering application or compliance assessment.

ERF Ventures Ltd makes no representation or warranty that the Software contains all current regulatory, legal, technical or project-specific requirements applicable to any particular situation.

The Software does not constitute engineering advice, legal advice, compliance certification, design certification, statutory approval or professional sign-off.

All engineering decisions, compliance decisions, design decisions, specifications, calculations, reports, recommendations and final conclusions remain solely the responsibility of the User and their organisation.

10. LIMITATION OF LIABILITY

To the fullest extent permitted by law, ERF Ventures Ltd shall not be liable for:

  • Indirect losses;
  • Consequential losses;
  • Loss of profits;
  • Loss of business;
  • Loss of revenue;
  • Loss of opportunity;
  • Loss of contracts;
  • Loss of anticipated savings;
  • Business interruption;
  • Loss of data;
  • Regulatory action;
  • Compliance failures.

ERF Ventures Ltd accepts no liability for any loss, damage, cost, claim, delay, non-compliance, enforcement action, injury, business interruption or consequential loss arising from reliance upon information generated, displayed or reported by the Software.

ERF Ventures Ltd's total aggregate liability arising from or relating to the Software shall not exceed the total licence fees paid by the User during the preceding twelve (12) months.

Nothing in these Terms excludes liability that cannot lawfully be excluded under applicable law.

11. USER-GENERATED CONTENT

Users retain ownership of reports, notes, photographs, survey records and other content created by them through the Software.

Users grant ERF Ventures Ltd the limited rights necessary to store, process and transmit such content for operation of the Software.

12. DATA PROTECTION AND PRIVACY

ERF Ventures Ltd shall process personal data in accordance with applicable data protection legislation and its Privacy Policy.

Users are responsible for ensuring they have lawful authority to upload any personal, project-related, operational or site information into the Software.

13. SUSPENSION AND TERMINATION

ERF Ventures Ltd may suspend or terminate access immediately where it reasonably believes that:

  • These Terms have been breached;
  • Licence sharing has occurred;
  • Unauthorised access has occurred;
  • Reverse engineering has been attempted;
  • Intellectual property rights have been infringed;
  • Databases or content have been copied or extracted;
  • The Software has been misused.

Termination shall not affect any accrued rights or obligations.

Termination for breach shall not entitle the User to any refund, credit or compensation.

14. CHANGES TO THESE TERMS

ERF Ventures Ltd may amend these Terms at any time.

Updated versions shall become effective upon publication.

Continued use of the Software constitutes acceptance of any revised Terms.

15. GOVERNING LAW

These Terms shall be governed by and construed in accordance with the laws of England and Wales.

16. JURISDICTION

The courts of England and Wales shall have exclusive jurisdiction to determine any dispute arising from or relating to these Terms or the Software.

By selecting "I Agree" and accessing the Software, the User confirms that they have read, understood and accepted these Terms of Use.

Open the Terms section before accepting.

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Enter your current password, then set a new password.

AHU Compliance Aid

Healthcare AHU inspection, verification and sign-off workflow.

Status Key

PASSFAILOBSERVATION CONDITIONAL PASSADVISORYPENDINGN/A
This tool is an inspection and verification aid. It does not replace AE(V), AP(V), commissioning specialist, contractor or statutory responsibilities.

1. General Information

Status Key & Engineering Interpretation

StatusMeaningTypical Use
PASSItem fully compliant and acceptableNo defects or concerns identified
FAILItem non-compliant or unacceptableDefect requires corrective action before acceptance
OBSERVATIONIssue noted but not currently preventing operationMinor concern, improvement item, or item to monitor
CONDITIONAL PASSAccepted subject to agreed remedial actionsCan proceed temporarily with outstanding snagging/risk agreement
ADVISORYRecommendation or engineering guidance onlyGood practice suggestion, maintainability improvement, future consideration
PENDINGItem not yet inspected, tested, or witnessedAwaiting commissioning, access, test results, or documentation
N/AItem not applicable to this AHU configurationExample: no humidifier fitted, no thermal wheel fitted

Risk / Engineering Interpretation

PASS

Used where the installation complies with specification, HTM intent is achieved, maintainability is acceptable and no safety or infection control concern exists.

Examples: coil accessible, filter correctly fitted, airflow proving operational.

FAIL

Used where a compliance failure, safety issue, unacceptable maintainability issue, infection control risk or non-functioning component exists.

Examples: no drain trap, inaccessible fan removal, standing water, failed frost protection.

Typically requires: remedial works, reinspection and closure evidence.

OBSERVATION

Used where an item is not ideal, may require improvement later, or creates an engineering concern not severe enough for outright failure.

Examples: tight maintenance access, cosmetic casing damage, awkward valve access, minor labelling issue.

CONDITIONAL PASS

Accepted for operation subject to agreed outstanding actions. This is especially important in healthcare projects where operational need, risk assessment and agreed snagging must be clearly recorded.

Examples: minor snagging outstanding, documentation incomplete, temporary controls strategy, non-critical access issue awaiting modification.

Usually linked to: target closure date, defect list and agreed responsibility.

ADVISORY

Not a defect. Used for engineering recommendations, maintainability suggestions, lifecycle improvements and best-practice comments.

Examples: recommend additional lighting, improved valve labels, improved access arrangement.

PENDING

Used where the item has not yet been witnessed, tested, accessed or documented. Avoids forcing pass/fail prematurely.

Examples: HEPA test pending, controls integration incomplete, BMS graphics not yet available.

N/A

Used where the component simply does not exist within the installed AHU configuration.

Examples: no humidifier, no thermal wheel, no face and bypass dampers, no standby fan arrangement.

Suggested AE/AP Guidance

PASSCompliant and acceptable
FAILRemedial action required
OBSERVATIONEngineering observation recorded
CONDITIONAL PASSAccepted subject to agreed actions
ADVISORYRecommendation only
PENDINGInspection/test outstanding
N/ANot applicable to installed configuration

Evidence References

Risk / Defect Classification

RefDescriptionRisk TypeRisk LevelAction RequiredTarget DateDel

Final Sign-Off

Signatories

Asset Condition Assessment

Optional existing AHU condition survey. This is a brief HTM-style lifecycle grading report to accompany the detailed compliance assessment where required.

Generate Report