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Public Health Inspector's (PHI's) Guide – Legionella Investigations

Legionella spp. testing is performed to support investigations related to confirmed clinical cases of legionellosis.  This section provides information for public health inspectors (PHIs) when submitting Legionella samples to the Public Health Ontario Laboratory (PHOL) for testing.


Legionella – Microbiological Analysis Test Menu

PHOL performs environmental testing for Legionella for investigations of confirmed culture clinical cases
or outbreaks of legionellosis. Clinical case information must be provided to the laboratory when
environmental testing is requested and prior to sample collection. Sample collection requirements,
sample handling, shipping conditions, test information including testing frequency, turnaround times
and reporting limits are dependent on the specific matrix.

Click on individual testing links for test directory details:

The World Health Organization (WHO) outlines Legionella infection by category; community acquired, travel associated and nosocomial infection in relation to environmental sampling sites:10

​Category ​Community Acquired ​Travel Associated ​Nosocomial

Modes of

​Inhalation of contaminated aerosol

​Inhalation of contaminated aerosol

​Inhalation of contaminated aerosol, aspiration, wound infection

​Sources of Legionella

​Cooling towers; hot and cold-water systems; spa pools, thermal pools, springs; humidifiers; domestic plumbing; potting mixes and compost

​Cooling towers; hot and cold-water systems; spa pools, thermal springs and pools; humidifiers

​Cooling towers; hot and cold-water systems; spa pools, natural pools, thermal springs; respiratory therapy equipment; medical treatment

​Reservoir of

​Industrial sites, shopping
centres, restaurants,
clubs, leisure centres,
sports clubs, private

​Hotels, cruise ships, camp sites, shopping centres, restaurants, clubs, leisure centres, sports clubs

​Hospitals, medical equipment

Sample Selection


  • To identify the source of the Legionella, selection of sampling sites for the investigation should consider both environmental and epidemiological factors. For investigations of Legionella in health care institutional settings, MOHLTC has provided an example of an Environmental Assessment Form. The form can be used to identify and assess the risk of the Legionella bacteria exposure from any component of the facility’s water system. The completion of the form can assist on determining potential sampling sites.11
  • Legionella outbreaks occur because of aerosolization and inhalation of high numbers of Legionella. Investigators should try to determine where in a water system there is stagnation of water and subsequent aerosolization of stagnant water; for example any dead ends in a water system may allow Legionella to grow to high numbers. L. pneumophila survived and multiplied in water at temperatures between 20 ° C and 50 ° C, with an optimal temperature range of 32–42 ° C.
  • Samples from locations based on the environmental assessment and most likely to be positive and associated with the clinical case exposure history should be collected and submitted.

The World Health Organization (WHO) also provided a list of environmental sampling sites which was adapted from Barbaree JM, et al. 1987.12 This information can be found on the table below and it can be used as a guide for selection of sampling sites, but it is not a list of mandatory sampling sites.

​Environmental Sites ​Examples​

​Potable water outside or on the boundary of the health-care facility property

​Treatment plant (raw and refined water), guardhouse or other facility if water is not fed from health‑care facility, fire hydrants

​General potable water system for healthcare facility

​Incoming water pipe(s), water softener (pre and post), preheater (discharge side), primary heater (discharge side), circulating pumps,holding tanks (cold water, discharge side), expansion tank for hot water, back drain on sprinkler system(s), fire line where it branches off main system, water used for respiratory therapy equipment, outlets in patients’ rooms

​Air compressor system

​Vacuum water source

Positive pressure equipment side: Condensate from tank(s), water separator(s) directly off compressors, water source(s) near air intake(s), air samples where patients were ill with legionellosis

​Potable water final distribution outlets

Haemodialysis water source, before or after demineralizer

​Intensive care units

​Respiratory therapy (patient’s room), cardiac, services with different
geographical locations, ice-maker (entry water) and ice

​Air-conditioning system

​Air handling unit serving area where disease occurred
Cooling towers: return from heat exchanger to water (spray/trough and gutter) distribution or pond (sump), water supply

​Hot tubs

​Pool and balance tank (if fitted), jets and pipes (swab)


​Decorative fountain, creeks, ponds, sites of stagnant water


  • Ideally, sampling should be performed before disinfection of the water system.11
  • Dead-ends in the water system may be disconnected where pipes are capped instead of completely removed. Any fixtures and water lines that are not used on a regular basis may allow Legionella to grow to high numbers.
  • Random sampling may delay the identification of the source of the outbreak. The most obvious
    sampling sites would be water sources in close proximity to the suspected clinical case exposure.

The table below describes types of environmental sampling sites with typical outbreak incubation period
pattern and implicated Legionella species:10

​Sampling Site Disease Outbreaks​ ​Commonly Implicated Legionella species

​Cooling water systems

​Rapid onset over wide area, resolve within incubation period

​Predominantly L. pneumophila sg 1

​Hot and cold-water systems

​Low numbers of cases over prolonged periods

​L. pneumophila sg 1, 2, 4, 6, 12, L. micdadei, L. bozemanii, L. feeleii and others

Hot tubs, natural spa pools, thermal springs

​Rapid onset confined to users and those in close proximity

L. pneumophila sg 1, L. micdadei,
L. gormanii, L. anisa

​Humidifiers, respiratory equipment

​Low numbers over prolonged periods. Rapid onset confined to users and those in close proximity

​L. pneumophila sg 1, 3, and others

​Potting mixes, compost

​Low numbers of cases over prolonged periods

​Exclusively L. longbeachae

Containers for Sampling


  • PHOL water collection bottles and environmental swabs are available from the PHOL warehouse and can be ordered by calling the PHOL Customer Service Centre at 416-235-6556 or toll free
    1-877-604-4567. PHOL water collection bottles contain sodium thiosulfate which is a dechlorination agent used to remove any residual halogen such as chlorine and prevents continuation of bacterial action during sample transit. The swab vial contains neutralizing solution as transport medium. This medium can neutralize quaternary ammonium compounds and phenolic disinfectants.
    Click on individual testing links for test directory details for information on obtaining supplies from PHOL for Legionella outbreak investigations:
  • Prior to collecting environmental samples from sources other than water or environmental swabs, contact the environmental laboratory through PHOL Customer Service Centre at 416-235-6556 or toll free 1-877-604-4567.
  • Detailed instructions are also available in the reference document CDC Sampling Procedure and Potential Sampling Sites.

Sample Preparation

The following steps are recommended to organize and minimize sample collection time:

  • Investigate before sampling to determine a sampling plan. Swab samples should be collected first to capture any biofilm from the shower head or aerator. Then collect a water sample slowly into the PHOL water bottle to collect any dislodged material.
  • Ensure all materials, including appropriate personal protective equipment, are available prior to collection.
  • Label sample containers using a permanent marker.
  • Complete requisition(s) before or after, never during, sample collection.
  • After collection, double check to ensure the sample unique identifier on the sample container and requisition are legible and match.

Sample Collection

​Sample Collection Type ​Swabs Water​
  • ​Use one swab per site, e.g., jets or shower head.
  • Refer to the test directory link for sample collection details - Legionella (swab).  
  • Complete all sections of the Environmental Bacteriology Swab Tests requisition with appropriate information to ensure accurate tracking of sampling. Check “Other analysis” and record “Legionella” in the same area.
  • Leaking swab vials will be rejected by the laboratory. Ensure the vial is closed tight to prevent leakage.
  • Absence of a unique identifier linking sample(s) to a sampling location on a requisition will result in rejection of sample(s) by the laboratory.
  • ​For potable water systems, e.g., taps or showers, pre-flush samples should be collected to represent the water held in the tap or fitting. Do not allow the faucets to run before sampling. Turn water on and allow the water to run slowly into the sample bottle to minimize aerosol production. Removing the aerator from the faucet can also help to minimize aerosol production.
  • Use of Personal Protective Equipment (PPE) should be guided by local board of health internal health and safety guidelines.

Legionella – Laboratory Acceptance Criteria

The accuracy of the test results may be affected by improper collection, handling and/or shipping. Legionella samples that do not meet the acceptance criteria may be rejected by the laboratory and a new sample may be re-submitted with a newly completed requisition. The acceptance criteria are outlined below.

​Description ​Acceptance Reason


  • ​Sample must be received from an authorized board of health submitter.

​Sample Type

  • ​Swabs and water will be accepted for testing to support investigations of confirmed clinical cases or an outbreak investigation of legionellosis.

​Sample Requisition

  • ​The requisition must be completed when it is received at the laboratory including date and location of collection. If a sample is received without a requisition it will not be processed; however, the sample will be held for 24 hours.
  • The requisition must have a unique identifier that matches the identifier on the water collection bottle or swab collection vial.

​Sample Collection

  • ​PHOL water collection bottles and environmental swabs are available from the PHOL warehouse and can be ordered by calling PHOL Customer Service Centre at 416-235-6556 or toll free 1-877-604-4567. Unapproved containers will not be accepted.

​Sample Transport

  • ​The sample container must be secure to avoid leaks during transport.
  • The sample temperature must meet the requirements listed below when received at the laboratory:
    • Samples should be shipped with cold packs to maintain a temperature between 2.0 to 8.0 °C when received at the laboratory.
    • Swabs received frozen or greater than room temperature may be subjected to cancellation.

Legionella – Reporting and Interpretation of Environmental Microbiological Test Results

Several factors must be considered when interpreting Legionella results, such as sampling points, sampling in relation to water system treatment (use of biocide or thermal shock), conditions to support microbial growth such as temperature and stagnation of water; and any delay or temperature changes in shipping conditions. Collection of water and swabs can be used to describe the colonization of the organism within the system at the time of collection only, recognizing that conditions can change over time.

The following table describes the reporting and acceptable limits for Legionella.

​Testing Type ​Reporting Limit ​Acceptable Limit

Legionella (water)

​Detected / Not detected

Not detected

Legionella (swab)

​Detected / Not detected Not detected

Legionella is ubiquitous to the environment – water, soil and sediment; and can grow in a wide range of temperatures. If Legionella was isolated from an environmental sampling site in connection to an outbreak investigation and is a match to the clinical case, remediation is required and consultation with PHOL microbiologist is recommended. If Legionella was isolated and is not a match to the clinical case, remediation may be required and PHOL microbiologist is available for consultation.

Remedial action may be performed immediately if there is strong epidemiological information to suggest potential Legionella exposure to a susceptible population. Post remediation samples may be collected and submitted to verify if a previous laboratory confirmed positive source has been effectively treated after remedial action. Additional guidance for health care institutions can be found in the MOHLTC – Environmental Investigation of Legionella in Health Care Institutional Settings, 2016.11

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Page last reviewed:
Page last updated: 2018-06-20 1:09 PM
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Page updated on [date/time] 2018-06-20 1:09 PM
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