Nursing Home HVAC Maintenance Checklist

Regular maintenance of heating, ventilation, and air conditioning (HVAC) systems is essential for ensuring the comfort, safety, and well-being of residents and staff in nursing home facilities. This comprehensive checklist outlines the tasks to be performed on a monthly, quarterly, and annual basis to maintain optimal HVAC system performance and efficiency.

Maintenance Task	Frequency	Description
Monthly Tasks:
Inspect Filters	Monthly	Check and replace air filters as needed to maintain optimal indoor air quality and system efficiency.
Check Thermostat Operation	Monthly	Test thermostats for accuracy and ensure they are properly programmed for comfort and energy efficiency.
Inspect Air Vents and Registers	Monthly	Ensure all vents and registers are unobstructed to allow for proper airflow throughout the facility.
Inspect Ductwork	Monthly	Visually inspect ductwork for any signs of leaks, damage, or debris accumulation.
Check Fan Motors and Belts	Monthly	Inspect fan motors and belts for wear and tear, lubricate as needed, and tighten any loose components.
Inspect Condensate Drain Lines	Monthly	Check condensate drain lines for clogs or blockages and clear them if necessary to prevent water damage and mold growth.
Inspect Electrical Connections	Monthly	Inspect electrical connections for signs of corrosion, overheating, or loose connections and tighten or replace as needed.
Check Refrigerant Levels	Monthly	Monitor refrigerant levels and ensure they are within manufacturer specifications to maintain system efficiency.
Inspect Exterior HVAC Components	Monthly	Inspect exterior HVAC units for damage, debris buildup, and proper airflow clearance.
Quarterly Tasks:
Clean Evaporator and Condenser Coils	Quarterly	Clean evaporator and condenser coils to remove dirt, debris, and buildup that can impede system efficiency.
Inspect and Lubricate Bearings	Quarterly	Inspect and lubricate bearings in fan motors and other moving parts to reduce friction and wear.
Inspect Dampers and Valves	Quarterly	Check dampers and valves for proper operation and adjust as needed for optimal airflow control.
Inspect Insulation	Quarterly	Inspect insulation on ductwork and around HVAC components for damage or deterioration and repair or replace as needed.
Test Carbon Monoxide Detectors	Quarterly	Test carbon monoxide detectors in the facility to ensure they are functioning properly and provide a safe environment for residents and staff.
Annual Tasks:
Schedule Professional Inspection and Maintenance	Annually	Arrange for a licensed HVAC technician to perform a comprehensive inspection and maintenance service, including system tune-up and cleaning.
Inspect and Clean Air Handling Units	Annually	Inspect and clean air handling units, including blower wheels, motors, and housing, to ensure efficient operation.
Inspect Heat Exchanger	Annually	Inspect heat exchanger for cracks or damage that could lead to carbon monoxide leaks, and address any issues promptly.
Test and Calibrate Controls	Annually	Test and calibrate HVAC system controls, including thermostats and sensors, to ensure accurate operation and temperature control.
Review and Update Maintenance Records	Annually	Document all maintenance activities, repairs, and inspections in a detailed log for future reference and compliance purposes.

Additional Considerations:

Emergency Preparedness: Develop and implement emergency protocols for HVAC system failures or extreme weather conditions to ensure the safety and comfort of residents.
Staff Training: Provide training for facility staff on basic HVAC maintenance tasks and procedures to facilitate early detection of issues and proactive maintenance.