EPA 500-R-03-001
                         Summary Report:
Peer Review Workshop on Environmental Sampling for Anthrax
  Spores at Morgan Postal Processing and Distribution Center
                            May 30,2002
                       New York City, New York
                            Submitted by:
                   U.S. Environmental Protection Agency
                         EPA West Building
                     1200 Pennsylvania Avenue, N.W.
                        Washington, D.C. 20460
                           February 2003

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                                       NOTICE
This report was prepared by the US Environmental Protection Agency with assistance from ICF
Consulting, an EPA contractor, as a general record of discussions during the Peer Review
Meeting on the Environmental Sampling at the Morgan Postal Processing and Distribution
Center.  The report captures the main points and highlights of discussions held during the one-
day meeting.  It is not a complete record of all details discussed nor does it embellish, interpret,
or enlarge upon matters that were incomplete or unclear.  The peer review was intended to
provide an evaluation of technical issues related to anthrax contamination of sites. It was not
intended to constitute policy or management decision-making.  Nor does it serve as a guidance
document. The report is available to interested parties and serves as public information.

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                               EXECUTIVE SUMMARY

On May 30,2002, a peer review panel of experts in epidemiology and environmental sampling
met to evaluate the 2001 environmental sampling activities at the Morgan Processing and
Distribution Center in New York City, in light of the existing epidemiological findings available
at the time of sampling. The panel developed consensus responses to the six questions in the
technical charge submitted to the members prior to the meeting; these responses are included in
the Meeting Summary section of this report. In addition, the panel reached agreement on a
number of overarching issues.

The peer review panel concluded that the environmental sampling performed at the Morgan
facility was appropriate for several reasons.  Firstly, no cases of anthrax were observed among
the 5000 employees at the facility over the more than thirty day time period between the passage
through the facility of letters contaminated with B. anthracis and the discovery that the facility
may have been contaminated by these letters. In addition, no cases of inhalational anthrax had
been identified in any of the persons handling the contaminated letters.  Hence, the risk of
contracting anthrax among workers at Morgan was deemed to be negligible, although not zero.

Secondly, shortly after the Morgan management team determined that the contaminated letters to
NBC and the New York Post had passed through Delivery Bar Code Sorting machines on the
second and third floors of the South building, they isolated the two floors from the remainder of
the building and decided to decontaminate all the machines on those floors, regardless of whether
or not the environmental sampling on those machines showed B. anthracis contamination. This
cleanup was performed to further reduce an already very low risk to the employees.  Thirdly, the
contamination  of specific areas within the facility occurred in a period of national and local
emergency, when rapid action was needed to address the problem.

A great deal has been learned on how to conduct environmental sampling for B. anthracis
contamination  since September  2001, as additional contaminated facilities have been sampled
and then remediated.  The US Postal Service has helped foster environmental sampling
technology development through its experiences in addressing multiple contaminated facilities.
Were another attack to occur at Morgan today, the panel would recommend that more extensive
environmental  sampling be performed than was conducted in 2001.  However, the panel also
concluded that for the reasons given above, the sampling that was conducted in late 2001 was
still adequate.

The panel concluded that all sites determined to have anthrax contamination need to  evaluated on
an individual basis, taking into account both the available epidemiological data and the results of
all types of environmental sampling that were performed.  Epidemiological findings  and
environmental  sampling results are complementary to one another and can provide powerful data
to clarify the nature and extent of an attack with B. anthracis and to identify potentially exposed
persons.

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When investigating or remediating facilities with anthrax contamination, it is important to
assemble a multi-disciplinary team of experts to collect and evaluate the available data. Experts
hi industrial hygiene and safety, environmental sampling, epidemiology and public health should
be members of the team. Environmental sampling for biological agents differs from sampling for
chemical contamination. Prior to undertaking environmental sampling, the team should be very
clear as to the purpose of the sampling.

To date, a number of lessons have been learned about environmental sampling. Wipe samples
should be used for sampling large surface areas, and wet techniques are more effective than dry
techniques. Furthermore, air sampling of specific areas should be incorporated into the sampling
plan, both before and after decontamination.  The sampling results should be reported in as
quantitative a form as possible.

Experience to date in sampling and remediating contaminated sites has also demonstrated the
need for further research in several areas.  Standard Operating Procedures are needed for
reporting environmental sampling data in semi-quantitative terms, (e.g., "no", "light",
"moderate" or "heavy" growth of B anthracis) to aid hi characterizing exposure to B. anthracis.
In addition, epidemiological approaches for different scenarios of environmental sampling should
be developed.  Some research in this area has already started. Finally, hi order to perform
credible risk assessments, it is essential to identify the minimum number of spores  needed to
cause inhalational and cutaneous anthrax.

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                                MEETING SUMMARY

     VtoCOME/LOGISTICAL CONSIDERATIONS
Mark Durno (USEPA Region 5), Chair of the peer review panel, stated that the peer review
would be an opportunity to evaluate the appropriate roles of epidemiological investigations and
environmental sampling at sites contaminated with B. anthracis spores, as well as to provide
information for evaluating future incidents based upon the emerging science. He confirmed that
none of the members of the peer review panel had a real or perceived conflict of interest with
respect to any aspect of the assessment of B. anthracis contamination at the Morgan Processing
and Distribution Center (PDC) and to the subsequent decontamination of the facility.

He then finalized the agenda for the meeting, which included:
•   presentations by staff from the US Postal Service (USPS) and its contractors, and by
    representatives from the Centers for Disease Control and Prevention (CDC),
•   a tour of the mail sorting areas of the facility which were decontaminated, and
•   the peer review by the panel of the six questions in its technical charge.
 The introductory presentations were intended to assist the Peer Review Panel Members in
understanding the chronology of the assessment and clean up of the Morgan site and the rationale
for the sampling decisions made at the Morgan facility.

In response to a question on the reasons for undertaking the peer review, Dr. Dorothy Canter, US
EPA, stated that questions were initially raised in conjunction with litigation filed by the postal
workers at the Morgan facility, particularly as to the adequacy of the environmental sampling and
the extent of decontamination.  Over time the focus expanded to include not only an evaluation
of the epidemiological investigations and environmental sampling at the site, but also an analysis
of the appropriate roles of both types of assessments in addressing future attacks. The cleanup at
the Morgan facility can be used as a case study for determining the extent and scope of
environmental sampling to be performed when epidemiological findings are available prior to
developing an environmental sampling plan.

It was emphasized to the panel members that the peer review was intended to provide an
evaluation of technical issues related to anthrax contamination of sites. It was not intended to
constitute policy or management decision-making.  The peer review report will not serve as a
guidance document. The final report will, however, be public information and available to
interested parties.
Thomas Cash, USPS, stated that the USPS and its contractors would present a comprehensive

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summary on the issues relating to the environmental sampling and decontamination performed at
the Morgan PDC. Other persons participating in the presentation were Nicholas DeCarlo, USPS,
and Thomas Lewis and Timothy Burke, both of Louis Berger Group, Inc.  The Morgan facility is
the largest single mail processing and distribution center in the USPS network.  The USPS pro-
actively sought advice and guidance from a number of sources: federal agencies, including CDC,
US EPA, and the Occupational Safety and Health Administration (OSHA); the New York City
Department of Health; health and medical experts; union and employee representatives; and
contractors with experience relating to anthrax contamination. The site assessment and
decontamination decisions were made using information available as of late October 2001. The
USPS hired Clean Harbors Environmental Services to perform the decontamination of the
Morgan facility.  Clean Harbors had conducted the cleanup of the NBC studios and was the only
contractor at the time with anthrax cleanup experience at civilian sites.

USPS Personnel Protective Measures

The USPS instituted a number of personnel protective measures for the Morgan personnel.
USPS management met with the postal unions to explain the situation, recognizing that anthrax
contamination was an emotional issue, especially after the deaths of two postal employees from
inhalational anthrax from the Brentwood PDC in Washington, DC.  USPS held mandatory safety
and awareness talks for Morgan employees and provided personal protective equipment (PPE) to
employees, including N-95/100 filtering face pieces and nitrile gloves.  USPS management
instituted a liberal leave policy and arranged voluntary re-assignments for concerned employees.
At the recommendation of the CDC and with on-site medical professionals and materials
submitted by the CDC, the USPS provided postal employees with chemoprophylaxis (i.e.,
antibiotics) and access to confidential medical consultation. Facility-wide awareness meetings
were held with all employees, and CDC conducted multiple follow-up surveys.  After Christmas
about 10 employees received the anthrax vaccine.

USPS Maintenance Operations for Hazard Reduction

No compressed air was ever used for cleaning the mail sorting machines on the third floor of the
Morgan South facility, where the contaminated letters were sorted. After the anthrax attacks, its
use was discontinued for cleaning machines on other floors. The HVAC system supplying the
contaminated area was shut down, and filters were replaced with high efficiency filters. It is also
important to note that the HVAC system for the third floor is an independent unit serving  the
third floor only. All shop vacuums were tested for Bacillus anthracis and found to be negative.
They were replaced by high efficiency particulate air (HEPA) vacuums. Dry sweeping was
prohibited, being replaced by wet mopping, and fan usage was discontinued. Finally, the use of
bleach was instituted for regular maintenance on a long term basis.

Chronology of Events

USPS staff then presented a chronology of events at the Morgan facility (Appendix 4), noting

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 that in the eight months since the contaminated letters entered the Morgan PDC, no cases of
 either cutaneous or inhalational anthrax had occurred in New York City postal workers. On
 September 18, the letters to NBC and the New York Post were unknowingly processed hi the
 Hamilton PDC in Trenton, N.J. and then transported to the Morgan facility.  Following
 confirmation by CDC that B. anthracis was in the letter to NBC, USPS management at Morgan
 and its contractor URS met with CDC experts.

 On October 21, the USPS contractor URS started collecting environmental samples from the
 second and third floors of the Morgan South facility.  A total of 148 samples were collected. On
 October 23 preliminary results  were positive from four samples collected on Delivery Bar Code
 Sorter (DBCS) machines numbered 10,15,20, and 25, which were then shut down and cordoned
 off. These results were confirmed by CDC. Fifty six additional samples were collected by CDC
 on October 25; the results confirmed the URS positives and identified positive samples on DBCS
 24 as well.

 On October 26, following meetings with CDC and the USPS cleanup contractor, the USPS
 decided on the decontamination approach to use. Later in October, additional downstream
 facility sampling took place; all results were negative for B. anthracis spores. By October 31, the
 initial cleanup contractor finished site preparation and isolated the area containing all 26 DBCS
 machines and associated equipment on the third floor.

 On November 1, Clean Harbors and the USPS Environmental Monitoring Consultant Louis
 Berger mobilized on site, and cleaning commenced. Berger provided independent oversight of
 operations on a twenty-four hour per day/seven days per week basis.

 From November 6-9, a Court hearing was held on the petition filed by the Postal Workers Union
 for an injunction to close the facility. On November 15, the Judge denied the petition.

 Cleaning of all 26 DBCS machines on the third floor was completed on November 13. Twenty
 three post-cleaning wet swab samples were collected;  all  of them were negative for B. anthracis.
 The five machines with contamination prior to the start of cleaning (#10,15,20,24,25) were
 then triple wrapped with polyethylene and sealed. The cleaning of the entire third floor of the
 South Building was completed on November 20.

 Cleaning then began on the second floor of the South Building. It was completed on December 7,
 2001. On December 23,2001, based upon discussions with OSHA, 19 HEPA vacuum post-
 cleaning samples were collected from the five DBCS machines which had positive samples prior
 to the treatment and the surrounding areas. All samples were negative except for one on DBCS
#10, which was then cleaned again. Then three wet-swab samples and four HEPA vacuum
 samples were collected from this machine, all of which were negative. DBCS 10 was placed
back into service on January 5.

Initial Sampling Plan

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The initial environmental sampling plan was devised by USPS environmental consultants,
including private certified industrial hygienists, epidemiologists and certified industrial
hygienists from CDC/National Center for Infectious Diseases (NCID), and representatives from
CDC/National Institute for Occupational Safety and Health (NIOSH). The consensus was that a
biased sampling plan should be used that focused on sampling along the probable flow of the
anthrax contaminated letters through the facility.  The bar codes sprayed on the anthrax-
contaminated letters recovered from NBC and the New York Post were used to determine
through which DECS machines at Morgan the letters most likely passed.

Sampling was conducted in two independent stages. URS collected 148 dry swab samples from
DECS machines on the second and third floors of Morgan South. URS collected three to four
samples per DBCS; not all DBCSs were sampled (e.g., DBCS 24 was not sampled), only those
thought to be in the path of the source letters. Four of the 148 samples were positive (DBCSs 10,
15,20,25). CDC/NIOSH then collected 56 samples, of which 50 were taken on the DBCS
machines and 6 were taken hi other areas.  Seven of the samples were positive; the positive
samples were from the same four machines plus DBCS 24. Sampling of individual machines
was biased towards places where letters were expected to undergo significant trauma or where
there was an electrostatic charge. Most of the positive samples came on the mail induction
section of the machines where letters are aggressively handled and the electrostatic charge is
high.

Samples were not a standard size, but depended on the area of the machine being sampled.
Composite samples were not taken. No attempt was made to quantify the number of spores as
procedures to do so were not available at that time.  The URS samples were analyzed by PathCon
Laboratory; the initial positive samples were confirmed by the CDC lab.

Only the second and third floors were sampled because the CDC and USPS experts concluded
that based upon the evidence from the recovered letters and the destinations of the two
presumptive letters, the risk of contamination on other floors was negligible.

Decontamination

The process for decontaminating the facility was agreed upon by CDC, the environmental
consultants (Louis Berger), the environmental contractors (Clean Harbors), and the USPS. On
the third floor, the section consisting of the 26 DBCS machines, the manual sorting area, all
horizontal surfaces, and all non-porous remaining items, was cordoned off with a floor-to-ceiling
polyethylene barrier. This area comprised 120,000 square feet. The five contaminated machines
(10,15,20,24,25) were decontaminated first and then individually triple wrapped with
polyethylene and duct tape, which was attached to the floor. The other 21 DBCS machines were
then cleaned, even though all of the environmental samples from them were negative. The
remaining areas of the third floor, including piping, utilities, lighting and ducts from floor to
ceiling (24 feet) were then cleaned.  All porous items were disposed of. During the

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 decontamination the HVAC system remained off. The interiors of the elevators were not
 cleaned, but the elevator doors on the third floor were cleaned.

 The cleanup process for the DECS machines on the third floor consisted of four steps:(l) pre-
 cleaning of all components for removal of visible debris using HEPA vacuuming, wet wiping,
 brushes and Q-tips; (2) wet wiping of all surfaces with a 0.5% pH-adjusted, sodium hypochlorite
 solution delivered through a Hudson sprayer, with a minimum contact time of 15 minutes; (3)
 neutralization of all surfaces with sodium thiosulfate solution; and (4) clean water rinse.
 Thereafter, there was a waiting period until surfaces were dry, followed by polyethylene plastic
 wrapping and sealing.

 Cleanup of the Second Floor included decontaminating the 16 DBCSs, 16 Optical Character
 Recognition (OCR) machines, two Bar Code Sorters (BCSs), and the areas surrounding these
 machines.

 Other cleanup technologies were considered by USPS and then: advisers but were discarded in
 favor of the hypochlorite solution.

 Post Decontamination (Decon) Sampling

 Post decon sampling was conducted using wet swabs, which had proven to be more accurate than
 dry swabs at other cleanup operations. Two swab samples were collected for every initial
 positive sample in approximately the same area. All 23 post decon wet swab sample results
 came back negative. The USPS  after consultation with OSHA at the national level re-sampled
 all initial locations that were positive and the surrounding areas with transitional HEPA vacuum
 samples.  One of the 19 samples, collected on DECS 10, was positive. Further cleaning was
 performed on DBCS 10, followed by another round of surface sampling using wet swabs and
 additional HEPA vacuum samples. All seven of the swabs were negative.

 hi sum, a total of 256 environmental samples were collected in the facility before and after
 decontamination. Of these 12 (4.7%) were positive.

 Discussion

 The USPS was asked to identify  the DBCS machines through which the anthrax-contaminated
 letters passed. The USPS believes that DBCS 10 was probably contaminated by the letters to
NBC and the New York Post: that DBCS 15 was contaminated by the presumptive letter to ABC;
 and DBCS 25 by the presumptive letter to CBS. USPS is uncertain how DBCSs 20 and 24 were
 contaminated. There is an end of run sort during which letters pass through multiple machines.
 CDC/NIOSH collected several samples on the air intake unit above DBCS 16, but did not sample
any rafters or high horizontal surfaces.

All DBCSs were operational prior to the USPS/HEPA vacuum transitional sampling.   DBCS 10

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 was in operation for three weeks while the "transition" samples were processed.
 Dr. Steven Ostroff, CDC/NCBD began the presentation by emphasizing that no cases of anthrax
 had occurred in workers at the Morgan facility as a result of the contamination of that facility in
 September 2001.  He expressed the opinion that the absence of any form of anthrax disease since
 the attack provides strong evidence that the correct decisions were made during the assessment
 and cleanup operations at the facility.

 He summarized the locales and dates of the anthrax episodes resulting from the contamination of
 the mail system with letters containing B. anthracis. He noted that the CDC definition of a
 confirmed case of anthrax is the existence of clinically compatible disease confirmed by isolation
 of 5. anthracis or other laboratory evidence based upon two supportive tests. A suspected case is
 the existence of clinically compatible illness with one supportive lab test or linked to a confirmed
 environmental exposure.

 Bioterrorism-associated Anthrax: Inhalation and Cutaneous Cases. New York

 Seven cases of cutaneous anthrax (four confirmed, three suspected) and one confirmed case of
 inhalation anthrax were diagnosed in New York City. The first cutaneous cases were diagnosed
 as infected insect bites and treated with antibiotics, which was coincidentally also the appropriate
 treatment for anthrax.  They were diagnosed as cutaneous anthrax between October 12 and 17.
 The second round of infections, which appeared on and after October 19,2001, were attributed to
 mishandling of the contaminated letter to the New York Post in the paper's office building. That
 letter, postmarked September 18, was never opened.  On or about October 14,2001, an e-mail
 message was sent to New York Post employees indicating that all suspicious mail should be
 deposited in bins on each floor, from which they would be taken to the mail room. The letter was
 collected between October 15 and  16. During transport to the mail room, the mail bag carrying
 the letter developed a hole from being dragged on the floor. Anthrax contamination was
 confirmed in the building on October 17-18,2001. Three New York Post employees developed
 cutaneous anthrax from contact with that letter.

 A female hospital employee in New York City was diagnosed with inhalational anthrax on
 October 29. She later died. The source of her illness has not been determined, but does not
 appear to be similar to the cutaneous cases. It is notable that there is no linkage of this case to
the Morgan facility.

CDC is not aware of any other anthrax letters that may have passed through me Morgan facility
other than those sent to NBC and the New York Post, and the presumptive letters to CBS and
ABC.

CDC Interactions with USPS

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 Initially CDC focused on sites where cases of anthrax had been identified such as the media
 offices in New York City. None of the early work related to the various media facilities included
 the participation of USPS.  On October 19,2001, CDC staff first met with USPS representatives
 and its contractor to consider environmental sampling for the Morgan facility. At that meeting,
 there were extensive discussions about the nature and role of the environmental sampling. Dr.
 Ostroff recommended that USPS not sample the Morgan facility because there had been no cases
 of inhalational or cutaneous anthrax among the 5,000 Morgan workers in the month since the
 source letters had passed through the facility. Further, the cases downstream of the facility, at
 sites where letters were opened or mishandled, were cutaneous anthrax only.  The risks of
 developing disease at the facility were  therefore considered to be very low.  Environmental
 sampling would only provide more data on what was already known; namely, that B. anthracis
 contamination existed in the facility. CDC's opinion at that time was that decisions could not be
 made based on environmental sampling results which could be misleading; no amount of
 sampling could prove a total absence of contamination. He believed that USPS should focus on
 cleaning all sorting machines as thoroughly as possible, regardless of sampling findings.  He
 concluded that the main purpose of the decontamination was to clean the environment, not to
 significantly reduce the risk of disease. CDC believed that the Morgan facility did not need to be
 closed based upon the epidemiological findings of no disease among exposed workers at Morgan
 and other Manhattan postal facilities. Thus, USPS should commence cleanup immediately to
 allay worker concerns.

 The USPS had already decided, however, to perform a round of environmental sampling, which
 took place on October 20-21. Results from culturing of the samples became available on October
 23, which showed four positive samples. Also, on October 23-24 two workers from the
 Brentwood  P&DC died of inhalational  anthrax.  A follow-up meeting took place at Morgan on
 October 24. That same day the USPS/CDC decided to offer chemoprophylaxis to all postal
 workers. The offer of medical prophylaxis when there was a negligible risk of infection gave the
 appearance  of mixed messages to Morgan workers and caused confusion and some problems.

 The CDC and the New York Department of Health concluded that the known risks at the Morgan
 facility did not justify closing the entire facility. All of the machines on the second and third
 floors were  to be cleaned in an identical manner, regardless of the sampling results.  These areas
 were closed and cordoned off from the  rest of the facility; the areas of known contamination were
 cleaned first.

The USPS offered use of personal protective equipment for workers at Morgan and instituted
changes in equipment handling and cleaning (see above).  Any concerned employee was
reassigned to another duty.  The USPS  also committed to perform post-remediation sampling and
repeat cleaning where any positive samples were found, until all subsequent samples were
negative.

Employee monitoring
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CDC also decided to monitor postal employees from the Morgan facility for illness and death.
Accordingly, a number of fatalities were investigated in late October/early November, 2001.
Autopsies were performed.  No form of anthrax was identified as a result of this surveillance.
CDC also conducted passive surveillance for disease in other postal workers in New York City.
Based upon follow-ups with Morgan employees, it was determined that their adherence to
medical prophylaxis was the lowest of any of the sites in the postal system where prophylaxis
was offered.

Hospital employee inhalational anthrax case

The person who contracted inhalational anthrax worked in the basement stock room of a New
York City hospital, which is adjacent to the mail room. Most deliveries to the hospital are not
from the USPS. The hospital did, however, receive mail from Morgan. Four letters in the
October 9 sort from the Hamilton postal facility (the sort containing the highly contaminated
letters to the two U.S.  Senators) did go to the hospital, but letters from this sort also went to
virtually all other hospitals in the Manhattan area. The woman lived in the Bronx and received
her home mail through the Bronx processing center.  It is known mat she visited multiple post
offices to purchase money orders since she did not have a checking account. All environmental
sampling conducted to identify the potential cause of her illness  was negative, and no data exist
to connect her illness to the Morgan facility.

Anthrax material used in New York City attacks

As reported to CDC staff, the small amount of anthrax-contaminated material in the letter to
NBC was brown and granular. It had been moistened during processing, which led to a change in
the material. The material in the New York Post letter was described as sandy. These materials
are known to contain compounds not found in the letters sent to  Senators Daschle and Leahy,
which have been described as containing a highly milled and potent white powder.

Summary

The epidemiological data suggest that the "risk" of infection from the letters sent to the media
offices hi Manhattan was different from that experienced in other locations such as Washington,
D.C., where a total of five workers at postal facilities contracted  inhalational anthrax, and two
died. This is supported by the observed outcomes at other facilities.  Following the passage of
the letters to the New York media offices through the Hamilton PDC hi Trenton, NJ, only
cutaneous anthrax cases developed.  After the later passage through that facility of the letters to
the two Senators, two inhalational anthrax cases were diagnosed. Moreover, the risk seems to
have been different as well in Boca Raton, FL, where two workers at a media office contracted
inhalational anthrax, and one died. Thus, the contaminated material sent to New York City
behaved differently than that from the other locations.

Moreover, no postal workers in New York City contracted any form of anthrax. Accordingly, no


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 postal facility was closed in New York City because the risks were judged to be negligible,
 although not zero. The cleanup actions were performed to decrease the risk to as close to zero as
 reasonably possible, while minimizing the social and economic disruption to the workers and
 other residents of New York City hi the critical time period after the September 11 terrorist
 attacks. Appendix 5 contains the slides from Dr. Ostroff s presentation.

 Discussion

 hi response to a question on the cleanup methods used at the media offices, Dr. Ostroff said that
 NBC performed the most extensive decontamination. The area in which the letter was opened
 was gutted, and surfaces were treated with bleach solution. Equipment, including high tech
 equipment in the newsroom, was treated with bleach and removed for disposal.

 At ABC, the only positive environmental  sample was found in the mail slot in the mail room.
 Thus, the decontamination activities were limited.  At CBS, contamination was found in Dan
 Rather's suite and the area occupied by his secretary; these areas were decontaminated.  At the
 New York Post the ground level contamination which originated from the contaminated letter in
 the mail bag required more extensive aerosol and surface decontamination.

 Several residences also tested positive for anthrax spores. The homes of Tom Brokaw's intern
 and assistant had B. cmthracis contamination. The  contamination was more extensive in the
 home of the intern. Positive environmental samples were also found in the apartment of a
 woman who worked for CBS. hi each case, it is likely that the employees tracked the
 contamination home.  These homes were all cleaned using surface treatment methodologies.

 The most extensive pre-remediation environmental sampling was performed at NBC, which was
 the first organization to perform a cleanup. The heating ventilation and ah- conditioning (HVAC)
 systems at all of the media offices were sampled. A positive sample was found at NBC; an
 elevator shaft also tested positive. The building housing the NBC offices was not closed down.

 Dr. Ostroff concluded that the environmental sampling data were not as critical as the existing
 epidemiological findings, although the environmental sampling was used to confirm the
 epidemiological data.
  .-.

                                                                               *5^,*T
CDC/NIOSH investigators Steven Lenhart and Dan Hewett summarized the CDC/NIOSH
sampling for Bacillus cmthracis performed at Morgan. The primary goals were to sample 14
DECS machines not previously sampled by URS to reveal downstream pathways that may have
been contaminated; to sample 5 DECS machines previously sampled by URS; and to collect
samples in downstream post offices. They selected sampling locations to ascertain air flows,
sampled areas where force is applied to the mail in the DECS machines, and sampled areas of

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impact. The CDC/NIOSH investigators also selected sampling locations on DBCS machines
where they believed dust would accumulate but be overlooked during routine cleaning, and
locations where dust may have settled near DBCS machines that had positive results for B.
anthracis. Laboratory capabilities limited the number of samples that could be collected.

The CDC/NIOSH sampling at the Morgan facility was subject to certain limitations.
CDC/NIOSH staff had initially considered using wet wipes to sample all 42 of the DBCS
machines, which they estimated would require more than 100 samples. However, the director of
the New York City Public Health Laboratory informed them that the laboratory staff could test
only 56 samples, because they were overwhelmed with samples from so many places. Also, only
dry samples and no other sampling media were being tested at the laboratory. Another limitation
was that mail routing information recorded by the DBCS machines at Morgan had been erased,
since that information was only held at that time for one week for memory storage reasons (this
practice has been changed by USPS). Therefore, it was impossible to know with which machines
the contaminated letters did or did not come into contact. Finally, they knew that the USPS had
already made a decision to clean all of the DBCS machines in the Morgan facility..

The sampling strategy used by the CDC/NIOSH investigators was consistent with CDC's
Comprehensive Procedures for Collecting Environmental Samples for Culturing Bacillus
anthracis, April 2002 (www.bt.cdc.gov/Agent/Anthrax/environmental-sampling-apr2002.asp).
The details of the sampling done at the Morgan PDC are included in Environmental Sampling for
Bacillus anthracis in Selected New York City Postal Facilities New York City, New York October
and November, 2001. After the report has been finalized following the CDC cross-clearance
review process, it will be provided to the members of the Morgan Peer Review Panel.

hi response to a question from the panel, NIOSH staff stated that environmental sampling can be
used to determine if aerosolization has occurred during an anthrax release by identifying the
places to which contamination has spread (e.g., into HVAC systems, hi areas without human
traffic). A panel member noted that a sample taken 24 feet above ground at the U.S. Department
of State mail facility was positive. At Brentwood a positive sample was found 150 feet from the
machine through which the two contaminated letters passed.  At the American Media, Inc.
facility hi Boca Raton, FL, a sample taken from the top of cubicle walls was positive.
The Peer Review Panel Members and Meeting Attendees then took a brief tour of the Morgan
Mail Processing and Distribution Center, South Building. The walk-through was lead by the
Morgan Manager of Maintenance Operations, Rafael Vias (USPS). The tour included an
inspection of the DBCS machines on the third floor where anthrax contamination had been
detected.  The panel members watched an operating DBCS sort mail. The tour also included a
stop at the loading docks where mail is transferred from delivery trucks into the Morgan facility's
sorting system.

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 Personnel from the USPS and Louis Berger answered technical questions from Peer Review
 Panel Members. They pointed out the places on the DBCS machines where samples were taken
 and provided information on cleanup activities.
     RESPONDING TO THE TECHNICAL CHARGE
 The Technical Charge was comprised of six questions prepared by EPA Headquarters staff.
 Questions 1 through 3 refer directly to activities that occurred at the Morgan facility, while
 questions 4 through 6 address general recommendations for the future. At least three lead
 reviewers were assigned to each question. One of the lead reviewers served as the discussion
 leader, who was responsible for summarizing the panel's conclusions/recommendations on that
 question for inclusion in the final report of the peer review.

 USPS staff inquired as to how the questions that address future responses are applicable to the
 past cleanup operation at the Morgan facility. The peer review process is aimed at synthesizing
 the experience gained from Morgan to produce better responses hi the event of future attacks.
 The Morgan facility cleanup is a case study that the experts can use to develop recommendations
 based upon epidemiological findings and environmental sampling data.

 EPA observers provided a short explanation of the National Response Team (NRT), the National
 Coordination Council (NCC), and their activities, particularly with respect to preparing a
 Technical Assistance Document (TAD) for Anthrax Response. The NRT is comprised of sixteen
 federal agencies that cooperate ha planning and preparedness for emergency responses.  The NCC
 was formed to include the USPS in the NRT's activities with respect to anthrax contamination
 assessment and cleanup. The NCC formed subgroups that addressed different aspects of anthrax
 response including: First Response, Health and Safety, Sampling, Decontamination, Disposal,
 and Public  Outreach.  Each subgroup authored a chapter of the TAD.

 EPA staffers stated that the NRT TAD was nearing completion and would soon be released as a
 public document.  It will be a dynamic document and will be revised as needed to incorporate
 new information, technology, etc. as it becomes available. The TAD is not intended to be
 guidance, but will be a useful reference tool for responders conducting future anthrax cleanups.

 Similarly, the peer review of the environmental sampling hi light of the epidemiological findings
 at the Morgan facility constitutes a technical review of complex scientific issues.  The
 conclusions and recommendations of the panel are not intended to serve as guidance.

 Question 1. At the Morgan facility epidemiologic data exist that demonstrate that no cases of
 inhalational or cutaneous anthrax were reported in workers either up to the time that it was
 discovered that letters contaminated with anthrax spores had passed through the facility (about
five weeks following passage of the letters) or since then.  Given these data, was the
 environmental sampling performed in the Morgan facility adequate to ascertain the nature,
 location and extent ofB. anthracis contamination with respect to risks to human health? Please

                                          13

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explain the basis for your response. (Ashford, * Bell, Durno, Ostrowski)

The group redefined the original question into three parts.

...Given these data:
la) was the environmental sampling performed in the facility adequate to identify whether
contamination existed?
Ib) Was it adequate to characterize the extent of that contamination within the facility?
Ic) Was it appropriate for the situation with the known epidemiologic data?  Please explain the
basis for your response. (Ashford, Bell, Durno, Ostrowski)

Answers:

la) The sampling was adequate to determine that B. anthracis was present in the facility on
surfaces.

Ib) It was not adequate to assess the full nature of the surface contamination, but the
epidemiological data already had defined that there was practically nil inhalational risk and that
there was minimal risk for cutaneous anthrax. So, the sampling was adequate because of the
decision to clean all surfaces and because  of the epidemiologic information.

Ic) Yes. The results of the environmental  sampling supported the epidemiologic data in that the
limited distribution within the facility and the low number of positives confirmed the suspicion
of a limited risk. There were no cases of anthrax, either inhalational or cutaneous, in the Morgan
facility.
Question 2.  Following the cleanup performed to remove B. anthracis contamination, was the
nature, location and extent of post-decontamination sampling appropriate to determine the
effectiveness of the decontamination process? For example, was the sampling more or less
extensive than the pre-decontamination sampling? Were post-cleanup samples taken in all areas
at which contamination was identified prior to the decontamination?  To what extent were
statistical approaches used in developing the sampling plans? Please provide reasons for your
conclusions (Bell, Gillen, * Hartle, Werner).

The answers to these questions relate back to two key factors: 1) the appropriateness of the post-
decontamination sampling to address site-specific contamination, epidemiology, and remediation
details; and 2) how the methods used compare with the best available sampling methods known
at that time. Responses are provided below following a brief description of key details and
methods.

The initial mail trail assessment sampling performed at Morgan during October 2001 targeted
areas of the DECS machines where spores were most likely to have impacted onto surfaces. The


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 collection of 204 dry swab samples on all 42 machines by URS and NIOSH resulted in finding
 11 positive samples on 5 machines.  No further characterization sampling to examine the extent
 and spread of contamination was done as the need for characterization sampling was reduced, if
 not eliminated, by the decision to use a "universal" cleaning strategy to clean all machines and
 surfaces regardless of sampling findings (Note: 6 of the assessment samples did address the
 spread of contamination by targeting surfaces above machines - all were negative). Upon
 completion of remediation in mid-November, post-decontamination sampling was performed
 using wet swabs on the five machines. A total of 23 wet swab samples were used (2 for every
 initial positive sample plus one blank). Based on these results, the remediation was judged to be
 successful, and all areas including the 5 machines were returned to service. Additional
 discussions among staff from USPS, OSHA, NIOSH, and others about the need for "transitional"
 sampling led to a decision to collect 11 additional HEPA vacuum samples in mid-December at
 the previously contaminated machine locations, with 8 additional samples taken on columns
 surrounding the machines. One positive sample on DECS machine #10 triggered an additional
 round of cleaning and post-decontamination sampling, and the machine was returned to service
 after all 3 wet swabs and 4 HEPA vacuum samples were reported negative.

 The nature, location and extent of post-decontamination sampling was adequate to determine the
 effectiveness of the decontamination process, given the total picture and factors unique to this
 location. All original contamination locations were re-sampled, and while the total number of
 post-cleanup samples was less than the total number collected  for initial assessment, they were
 targeted so that twice as many samples were collected at each original positive location. This
 was a minimally adequate number of samples given the universal cleaning strategy used.  The
 full inspection approach, where 100% of title previously contaminated locations were sampled, is
 acceptable and the lack of a statistical approach is not seen as a limitation in this case.  It is
 important to note that many more characterization and post-decontamination samples would have
 been required had a targeted cleaning strategy been used.

 The sampling methods employed at Morgan did change over the course of the project,
 appropriately reflecting ongoing improvements in sampling methods that occurred during the
 project time frame. For example, wet swabs were used for post-cleanup sampling instead of dry
 swabs, and HEPA vacuum sampling was used for transition sampling.  This is important
 because available information indicates that dry swabs appear to be the least sensitive of
 available sampling methods. HEPA vacuum sampling allows sampling of a much larger surface
 area than with a swab, and it appears to be more efficient at extracting spores from surfaces.
 Wipe samples, which also allow sampling of larger surface areas, were not used during the
project. The value of the HEPA vacuum sampling is borne out by the fact that it did result in a
positive finding on a machine that had been previously cleared using wet swab methods. The
fact that supplemental HEPA vacuum sampling was performed is a major factor (in concert with
the universal cleaning strategy and the epidemiological findings) supporting the determination
that the overall sampling effort was adequate. For purposes of question #2, this assumes that the
"transitional" sampling results can be considered to be part of the total post-decontamination
sampling approach.
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 Two issues that link together pre- and post-cleanup sampling deserve additional discussion:
 1) What re-cleaning decision would have been made had the first round post-decontamination
 sampling resulted in a positive sample? Would the specific ocation or machine be re-cleaned?
 Or would the sample need to be interpreted as requiring the entire zone or the entire two floor
 area to be re-cleaned? Additional pre-cleanup classification of areas, characterization sampling,
 and use of statistical approaches might have put the remediation project in a more technically
 defensible position for any decision short of a full re-cleaning.

 2) Was evaluation of aerosolization potential  an explicit goal of the sampling design? The
 positive samples were all found on parts of the machine close to where the letters pass, and do
 reflect some degree of aerosolization. However, a limited number of samples taken on surfaces
 further away, such as intake grills of air cleaners above the machines, or the tops of the machines,
 were negative, suggesting that more extensive aerosolization did not occur. A design that
 collected additional samples, and that used wet wipe samples or HEPA vacuum sock methods
 would have offered better assurance that contamination had not spread further. The fact that
 compressed air was not used for cleaning DBCS machines at Morgan was an important
 engineering factor to lower concern about the potential for secondary aerosolization and spread
 of spores.  The lack of illness among workers one month after processing of the contaminated
 letters also provided important additional epidemiology evidence that wider aerosolization did
 not occur.  Had evidence of more extensive aerosolization been found, it would have triggered
 the need to consider the use of aggressive air sampling as a supplemental step after surface
 clearance testing. Air sampling was reportedly considered during discussions on transition
 sampling, but a lack of agreement on methods led to the use of HEPA surface sampling instead.
 The HEPA surface sampling did include evaluation of immediate areas surrounding the
 machines, so provided some additional evaluation of aerosolization.

 In sum, while the sampling could have been more extensive, the availability of site-specific
 epidemiology data, combined with the remediation strategy selected, reduced the need for more
 extensive sampling. The overall information available for Morgan provides strong support for
 the finding that post-decontamination sampling was adequate and appropriate to demonstrate that
 the cleanup effort was successful.
 Question 3.  What additional environmental sampling, if any, should be performed at the Morgan
facility to demonstrate that residual B. anthracis contamination is very low to negligible?
 Please describe the type, extent and locations of sampling that are needed, as well as the reasons
for such sampling (Bell, Gillen, Hartle*).

 No additional environmental sampling should be performed at the Morgan facility because there
 is no sufficient purpose for such sampling. Prior to any environmental sampling, consideration
 must always be given to the purpose of the sampling and how the results are to be used. Without
 a clear purpose and a general understanding of sampling/analytical limitations, data is open to
 misinterpretation. This situation is further complicated since the stated intent of any additional


                                           16

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 sampling (as described in the question) is to demonstrate that B. anthracis contamination is "very
 low to negligible" in the Morgan facility, with the inferred purpose to demonstrate a low risk of
 disease.  However, there are no appropriate exposure criteria or even a definition of "very low to
 negligible." The problem is compounded by the array of surface sampling, air sampling, and
 analytical methods for B. anthracis, and their respective efficiencies and sensitivities.
 Researchers are only just beginning to understand the strengths and limitations of these methods.
 The experience and practice in other anthrax-contaminated facilities during the last several
 months is to sample (typically surface sampling), clean, re-sample, and re-clean until no spores
 are detected, with an important qualifier that non-detection does not necessarily mean that there
 are no spores. Therefore, any remaining contamination in these facilities is directly related to the
 efficacy and sensitivity of the sampling and analytical method.  With so many uncertainties, the
 absence of a clearly defined purpose and no outline for appropriate uses or interpretations of
 sampling results, additional sampling seems inappropriate, particularly in light of the
 epidemiologic data.
Question 4.    What modifications, if any, to the sampling plans -would have been appropriate
had it been discovered "within hours or a few days that B. anthracis-contaminated letters had
passed through the Morgan facility rather than almost five "weeks after their passage, -when
epidemiological information -was available? Explain the reasons for such modifications
(Ashford, Gillen, Hartle, Werner*).

The general response approach, regardless of when potential contamination is discovered, is
consistent - isolation, sampling, decontamination and re-sampling.  However, when the potential
for contamination is identified prior to any epidemiological information being available, a more
conservative response commensurate with the scope of the unknown information is appropriate.
If this situation had occurred at Morgan, investigators most likely would have needed to assume a
worst case scenario that included the potential for aerosolization of the spores. An immediate
first response would still have been to shutdown the ah- handling systems for the area or areas
suspected of having been affected by the release, as was done hi the delayed-discovery situation
at Morgan.  However, immediate discovery conditions allow other types of information to be
used for assessment purposes.  For example:

•      The computerized mail tracking information that is typically purged after 30 days would
       be available to identify the specific machines that processed the contaminated letters.
       Sampling could be targeted to these machines, and their operators could be identified and
       interviewed for additional information useful for assessment.
•      Interview information could be used to understand operator movements on the day of
       exposure to support sampling to evaluate potential cross contamination of other areas
       further away from the machines. This would allow a better understanding of
       contamination boundaries and a more complete inventory of possible exposure pathways
       (foot traffic, mail trail, HVAC, and other machinery) to support a more systematic
       evaluation of contamination both upstream and downstream.
                                          17

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 Where positive results were found using these additional sources of information, more intensive
 characterization sampling could have been performed to determine the further extent of
 contamination. Sampling plans might then have then included additional areas (e.g., loading
 dock, elevator bays, HVAC service areas, and common work areas that the letters or the workers
 who handled the letters might have moved through). This additional sampling would have
 included not only targeted "hot spot" sampling in areas strongly suspected of being
 contaminated, but also in evenly spaced areas around these targeted areas and in those areas
 identified as potentially susceptible to cross-contarnination. JThe characterization results could
 then have provided additional information for use in generating decontamination options. In
 other words, the results might have provided sufficient information to support a smaller scale
 decontamination option.

 A significant difference that would have affected the sampling plans in the absence of
 epidemiological information would have been the need to thoroughly examine the potential for
 aerosolization. It would have been prudent to consider personal dosimeters around the workers,
 and air sampling with impactors.  (Note that our understanding of the need for, and how to
 implement, air sampling for B. anthracis spores has evolved considerably subsequent to the
 Morgan response.)  Nasal swabs might also have provided additional information to help
 establish whether aerosolization had occurred. Nasal swabs are only useful if discovery of the
 release occurred within hours to one to two days of the release event. Nasal swabs have no
 bearing on a person's likelihood to develop disease and therefore do not have any personal
 clinical relevance, but can provide epidemiological and environmental evidence that spores were
 released into the air space in the immediate aftermath of a potential exposure.

 Had the  contamination been discovered before the letters moved out of the facility,  another
 potential change in  sampling would have been that it would not have been necessary to
 implement downstream sampling.

 The availability of epidemiological information effects and supports subsequent decisions  about
 the extent and type of characterization sampling, decontamination, and post-decontamination
 sampling needed in a particular situation.  The epidemiological information at Morgan provided
 investigators with an important understanding of the markedly reduced potential for harm to
 human health in this specific exposure situation.
 Question 5. In the event of a future attack through the mail, -what roles should epidemiological
findings play in the design of environmental sampling plans to determine the nature and extent of
 B. anthracis contamination? Is it possible to design a decision-tree approacfffor sampling plans
 which incorporates consideration of epidemiological data? Please provide sufficient details to
 explain your reply (Ashford, Durno,  Ostrowski*).

 Epidemiological data and environmental sampling were found to be complementary aspects of


                                           18

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recent anthrax contamination investigations. During the course of the panel's briefings, it
appears that actually several other types of information were of similar importance.

1)  Knowledge of the characteristics of the threat material - According to Dr. Ostroff s briefing
    to the panel and the record of his testimony (submitted to the panel prior to the May 30
    meeting), the physical characteristics of the material obtained from the threat letters that
    passed through the Morgan PDC were substantially different from the material associated
    with the Capitol Hill letters.  Unlike the material in the Capitol Hill threat letters, it
    apparently posed minimal risk of inhalational disease, either from initial aerosol exposure or
    secondary re-suspension.

2)  Environmental sampling to determine the extent of contamination was performed during the
    initial characterization effort. Results confirmed that contamination of postal equipment
    appeared to be limited to surfaces in direct contact with contaminated pieces of mail.

3)  Knowledge of the workplace processes allowed USPS to determine that 4 threat letters had
    passed through the Morgan facility DBCS machines during a certain time frame, and the
    machines that were in use on those dates (as opposed to shut down for maintenance, etc.).
    This "process knowledge" provided clear indications of where to begin selective ("biased")
    environmental sampling, e.g., with the machines that were in service on those dates and the
    immediate environment around them.

4)  Epidemiological data

    a) Epidemiological findings shared by Dr. Ostroff regarding the NYC threat targets (4 media
      offices) indicated that only cutaneous cases of anthrax were identified in association with
      exposure to the threat letters and cross-contaminated mail received by those facilities.
      The lack of inhalational anthrax cases supported the observation that the physical
      characteristics of the material did not appear to allow it to be readily aerosolized.

    b) A USPS review of worker absenteeism at the Morgan postal facility relative to manpower
      employed during each work-shift indicated that:
      i.  approximately 180,000 worker-hours (5 weeks, 3 shifts per day) of potential exposure
          had occurred before the threat was traced back to the Morgan PDC and prophylactic
          antibiotics were offered to workers; and
      ii.  no cases of either cutaneous or inhalational anthrax were  detected hi any postal
          workers at the Morgan facility, or have been since that time.

    The lack of inhalational cases in any exposed postal  facility workers — in association with
    the ability to document a very large number of worker-hours of exposure at the Morgan PDC
    over approximately a 5 week period — provided strong support of the initial environmental
    assessment that contamination appeared to be limited to the actual DBCS machinery (and
                                          19

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     immediate surrounding workplace environment), and that clean-up of these machines should
     be the priority focus for environmental aspects of response activities.

 Decision-tree analysis:
 It is likely that any decision-tree proposed will need to be modified by the specifics of the
 situation, and by new knowledge as it becomes available. Presumably, a decision-tree would
 consider including questions such as the ones below to guide responders and planners.

    1. Consistency of material?

    2. Average particle size?

    3. Ease of aerosolization and subsequent re-suspension after settling?

    4. Extent of contamination as determined by sampling, including the HVAC system

    5. Cutaneous anthrax cases identified?

    6. Inhalational anthrax cases identified?

    7. Any unexplained/ unverifiable deaths or illness identified significantly above background
       rates?

    8. Elapsed time since contamination event:
           a.  < 72 hrs (acute exposure)
           b.  1 -3 incubation periods (2-6 weeks)
           c.  > 6 weeks (>3 incubation periods)
 Question 6. Given the experience and expertise gained to date in conducting environmental   •
 sampling of the Morgan facility and of other B. anthracis-contaminated sites, what types of
 environmental sampling should be performed at all sites shown to have some contamination in
future attacks using B. anthracis spores? (Durno, * Ostrowski, Werner)

 A combination of accepted surface and air sampling techniques should be considered in any case.
 In the future, the contaminant may be developed (weaponized) differently and therefore behave
 differently. The key to any response is to put together a multi-disciplinary team of professional
 leaders who can bring their perspectives to the team to attack the problem. Included in that team
 should be an individual who can consult on the latest findings of available research and field
 experienced persons. Prior to any sampling event, it is critical to define the purpose of
 environmental sampling so the program can be developed appropriately and work conducted
 efficiently.  At any site of contamination, where the substance has been found to have dispersed,
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an aggressive air sampling technique, similar to the program developed at the U.S. Capitol
Anthrax Response, should be considered.

Through evaluation of all the responses conducted to date, an epidemiologic (person/place/time)
review had been found to be a critical component to developing an appropriate characterization
sampling strategy.  There needs to be a clear understanding that every response will be unique,
and accepted practices may need to be modified to accommodate a particular response or site.

Clearly, there is a necessity to define the science for B. anthracis response, so that methods and
guidance can be applied privately and without direct public oversight (e.g., periodic facility
monitoring, investigation of a suspicious item, etc.). The NRT Technical Assistance Document
(TAD) will offer the first generation of this type of assistance, although the TAD will be a
reference tool and will not offer specific methodology.
                                          21

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      APPENDIX A




LIST OF PEER REVIEWERS
         A-l

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                                PEER RE VIEWERS

 David Ashford
 Centers for Disease Control
 1600 Clifton Rd
 MS - C09
 Atlanta 30333

 Beth Bell
 Mailstop G-37
 Centers for Disease Control
 1600 Clifton Rd
 Atlanta, GA 30033

 Mark Durno
 US EPA
 25089 Center Ridge Road
 Westlake, OH 44145

 Matt Gillen
 NIOSH Office of the Director
 Room 739G
 Hubert H Humphrey Building
 200 Independence Avenue, SW
 Washington, DC 20201

 Richard Hartle
 Centers for Disease Control
 NIOSH - R-9
 5555 Ridge Road
 Cincinnati, OH 45213

 Stephanie Ostrowski
 Agency for Toxic Substances and Disease Registry
 37 Executive Park Drive
 Bldg. 37, Room 3726
 Atlanta, GA 30329

 Lora Siegmann Werner, MPH
Regional Representative
Agency for Toxic Substances and Disease Registry (ATSDR)
 1650 Arch Street, 3HSOO
Philadelphia, PA 19103


                                      A-2

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            APPENDIX B




TECHNICAL CHARGE TO PEER REVIEWERS
               B-l

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                   TECHNICAL CHARGE TO PEER REVIEWERS

  MAY 30,2002, MEETING ON MORGAN MAIL PROCESSING AND DISTRIBUTION
                                       CENTER

 1)     At the Morgan facility epidemiological data exist that demonstrate that no cases of
       inhalational or cutaneous anthrax were reported in workers either up to the time that it
       was discovered that letters contaminated with anthrax spores had passed through the
       facility (about five weeks following passage of the letters) or since then. Given these
       data, was the environmental sampling performed in the Morgan facility adequate with
       respect to risks to human health? Please explain the basis for your response. (Ashford,*
       Bell, Durno, Ostrowski)

2)     Following the cleanup performed to remove B. anthracis contamination, was the nature,
       location and extent of post-decontamination sampling appropriate to determine the
       effectiveness of the decontamination process? For example, was the sampling more or
       less extensive than the pre-decontamination sampling? Were post-cleanup samples taken
       in all areas at which contamination was identified prior to the decontamination? To what
       extent were statistical approaches used in developing the sampling plans? Please provide
       reasons for your conclusions (Bell, Gillen,* Hartle, Werner).

3)     What additional environmental sampling, if any, should be performed at the Morgan
       facility to demonstrate that residual B. anthracis contamination is very low to negligible?
       Please describe the type, extent and locations of sampling that are needed,  as well as the
       reasons for such sampling (Bell, Gillen, Hartle*).

4)     What modifications, if any, to the sampling plans would have been appropriate had it
       been discovered within hours or a few days that B. anthracis-contaminated letters had
       passed through the Morgan facility rather than almost five weeks after their passage,
       when epidemiological information was available? Explain the reasons for such
       modifications (Ashford, Gillen, Hartle,Werner*).

5)     In the event of a future attack through the mail, what roles should epidemiological
       findings play in the design of environmental sampling plans to determine the nature and
       extent of B. anthracis contamination? Is it possible to design a decision-tree approach for
       sampling plans which incorporates consideration of epidemiological data?  Please provide
       sufficient details to explain your reply (Ashford, Dumo, Ostrowski*).

6)     Given the experience and expertise gained to date in conducting environmental sampling
       of the Morgan facility and of other B. anthracis-contaminated sites, what types of
       environmental sampling should be performed at all sites shown to have some
       contamination in future attacks using B. anthracis spores? (Durno,* Ostrowski, Werner)
                                        B-2

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             APPENDIX C




PEER REVIEWERS PRE-MEETING COMMENTS
                 c-i

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 BETH BELL, CDC
 1.     At the Morgan facility epidemiological data exist that demonstrate that no cases of
       inhalational or cutaneous anthrax were reported in workers either up to the time that it
       was discovered that letters contaminated with anthrax spores had passed through the
       facility (about five weeks following passage of the letters) or since then.  Given these
       data,  was the environmental sampling performed in the facility adequate to ascertain the
       nature, location and extent ofB. anthracis contamination?  Please explain the basis for
       your response. (Ashford, * Bell, Durno,  Ostrowski)

 Environmental sampling can be conducted for many reasons; epidemiological data is used to
 inform the purpose and thus the scope of this sampling. In the case of the Morgan facility, the
 epidemiologic finding that no anthrax cases occurred among the large number of postal workers
 who worked in the facility during the approximately five weeks after the letters were processed
 through the facility and before any intervention was undertaken is most consistent with two
 scenarios: a) any contamination that resulted from handling the letters hi the facility was limited
 hi scope; or b) widespread contamination occurred, but exposure to the powder did not cause
 infection in people.  Since cases of cutaneous anthrax had been detected in recipients of these
 letters, the second scenario would have been less likely. The results of the environmental
 sampling were consistent with the first scenario, also indicating that contamination was probably
 limited to the machines through with the recognized letters were processed.  Thus the
 environmental and epidemiologic findings were consistent with each other and the environmental
 sampling supported the most plausible explanation for the epidemiologic findings. For these
 reasons, I think the sampling that was done was adequate. My thinking and approach would be
 quite different if any cases of inhalational anthrax been detected in association with these letters.
2.     At the Morgan facility epidemiological data exist that demonstrate that no cases of
       inhalational or cutaneous anthrax were reported in workers either up to the time that it
       was discovered that letters contaminated with anthrax spores had passed through the
       facility (about five weeks following passage of the letters) or since then.  Given these
       data, was the  environmental sampling performed in the facility adequate to ascertain the
       nature, location and extent ofB. anthracis contamination?  Please explain the basis for
       your response. (Ashford, * Bell, Durno, Ostrowski)

I am not an expert on this topic. Also, I would like to have a clearer sense of exactly where on the
DECS machines the pre- and post-cleanup samples were taken to fully answer this question.
Nonetheless, based on what I can glean from the information provided and if I understand
correctly where the HEPA samples were taken, after all the post-cleanup sampling was
completed, i.e., including the HEPA samples, it appears that this sampling was adequate.  Other
sampling methods, such as surface wipes that can encompass a larger area than swab samples,
might have been helpful. I see no mention of statistical approaches in the information provided,
                                         C-2

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but am not sure that this would have been the most important setting in which to apply such
techniques anyway.
I do not think that additional sampling is warranted at this time. As has been demonstrated in
other circumstances involving environmental contamination with B. anthracis, it is extremely
difficult to completely eradicate spores from the environment, and, although unlikely, I do not
think it is completely outside the realm of possibility that residual spores could be found
somewhere in the facility, even at this late date, with extensive enough looking. However, as
other instances of exposure to B. anthracis have shown, the opportunity for exposure does not
mean that infection or disease necessarily will result. In the case of the Morgan facility, I do not
think any residual contamination poses any significant risk of anthrax because a) pre-cleanup, the
contamination was limited in scope and not associated with disease in exposed persons at the
facility; b) post-cleanup, no cases have occurred among workers who continue to work in the
facility and are not on antibiotic prophylaxis; and c)  in contrast to the powder contained in the
letters sent to Washington D.C., there appears to have been no or an extremely low risk of
inhalational anthrax from exposure to the powder contained in the letters that were processed in
the Morgan facility.
                                         C-3

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 MARK DURNO, EPA

 3.     At the Morgan facility epidemiological data exist that demonstrate that no cases of
       inhalational or cutaneous anthrax were reported in workers either up to the time that it
       was discovered that letters contaminated with anthrax spores had passed through the
       facility (about five weeks following passage of the letters) or since then. Given these
       data, was the environmental sampling performed in the facility adequate to ascertain the
       nature, location and extent ofB. anthracis contamination?  Please explain the basis for
       your response. (Ashford, * Bell, Durno, Ostrowski)

 The epidemiology in this case is very critical to the determination of threat versus the necessity
 of extensive environmental sampling. In cases where secondary contamination exists and those
 affected not having been placed on a prophylaxis program; and, in those cases, targeted
 environmental sampling has indicated the presence of B. anthracis, there have been few cases, if
 any, of inhalational anthrax. It is assumed that all of the contaminated letters contained the same
 strain of B. anthracis. It is also assumed that the letters may have contained differing mixes of
 the agent used to make the spores more "respirable". Due to inefficiencies in most of the
 accepted means of sampling, the most likely opportunity to detect B. anthracis contamination is
 though targeted sampling of likely contaminated objects.  Away from these objects, the dilution
 of the contaminant, coupled with the inefficiencies of surface sampling would likely lead to false
 negatives. This phenomenon was largely found to be true at the Capitol Hill response, where
 thousands of both targeted and evenly spaced sampling events took place. Given this, the
 characterization data was appropriate to determine likely areas were impacted; however, with the
 expanded knowledge that has been gained on other similar responses, some type of air sampling
 protocols and large area wipe samples would have been helpful to communicate to low risk with
 respect to reoccupation of these work areas.
4.     Following the cleanup performed to remove B. anthracis contamination, was the nature,
       location and extent of post-decontamination sampling adequate to determine the
       effectiveness of the decontamination process? For example, was the sampling more or
       less extensive than the pre-decontamination sampling?  Were post-cleanup samples taken
       in all areas at which contamination was identified prior to the decontamination?  To
       what extent were statistical approaches used in developing the sampling plans? Please
       provide reasons for your conclusions (Bell, Gillen, * Hartle, Werner).

For purposes evaluating the effectiveness of decontamination, the sampling that was conducted
could have been more extensive. The sampling was more extensive than the initial
characterization sampling; however, large area wet wipe samples would have offered better
assurance that the entire unit was clear of detectable B. anthracis rather than small surface area
swab samples.  The HEPA transitional sampling that was conducted in December was a good
final clearance check of those areas. I did not observe any direct statistical references in the
provided review product.
                                         C-4

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 5.      What additional environmental sampling, if any, should be performed at the Morgan
       facility to demonstrate that residual B. anthracis contamination is very low to negligible?
        Please describe the type, extent and locations of sampling that are needed, as -well as the
        reasons for such sampling (Bell, Gillen, Hartle*).

 Given the time that has elapsed and given the HEPA sock transitional sampling that occurred
 over the majority of the contaminated areas, I don't see the need for further sampling. If air
 sampling were to be conducted by means of high efficiency methods (i.e. impactors), the results
 would be meaningless with out accepted risk-based criteria to compare them to.  At all of the
 clean-up sites, criteria was pre-established (zero detectable spores); however, a standard does not
 exist for "how many" and "by which method".  Sampling is currently done on best professional
judgement.  In an active facility, where the risk has been determined to be negligible, air
 sampling with no appropriate criteria would be useless.
 5)     In the event of a future attack through the mail, -what roles should epidemiological
       findings play in the design of environmental sampling plans to determine the nature and
       extent ofB. anthracis contamination? Is it possible to design a decision-tree approach
       for sampling plans -which incorporates consideration of epidemiological data?  Please
       provide sufficient details to explain your reply (Ashford, Durno, Ostrowski*).

 Epidemiological data was a critical component to the tracking of contamination at the Capitol
 Hill site. Interviews and nasal swab results assisted sampling teams in the development of the
 targeted sampling strategy.  Over twenty distinct areas were found to be contaminated at the
 Capitol Hill response. All of these areas could be accounted for through the epi review with
 limited exception.  If a decision tree  / matrix were to be developed it would most definitely
 incorporate epi data. It is also important to recognize the overall risk curve that was developed
 from all of the cases of anthrax that occurred last fall.  The risk curve showed conclusively that
 the spread of this disease was limited due to the eventual dilution of the contaminant and the
 controls that were put into place at the grossly contaminated facilities.
6)     Given the experience and expertise gained to date in conducting environmental sampling
       of the Morgan facility and of other B. anthracis-contaminated sites, -what types of
       environmental sampling should be performed at all sites potentially affected by future
       attacks using B. anthracis spores? (Durno, * Ostrowski, Towle, Werner)

A combination of surface and air sampling techniques should be considered in any case.  In the
future, the "bug" may be weaponized differently and therefore behave differently. The key to any
response is to put together a multi-disciplinary team of professional leaders who can bring their
perspectives to the team to attack the problem. Included in that team should be someone who
can consult on the latest findings by our research and field experienced persons. In my opinion,
there is no doubt that were are on the right track to developing a clearance sampling protocol that
                                          C-5

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will be accepted.  The challenge to our scientific and research partners is to further develop the
accepted sampling techniques to incorporate action and acceptance levels for B. anthracis. In
other words, we obtain zero detectable growth; but, by what sampling regimen.
                                         C-6

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 RICHARD HARTLE, CDC/NIOSH

 2)    Following the cleanup performed to remove B. anthracis contamination ,was the nature,
       location and extend of post-decontamination sampling adequate to determine the
       effectiveness of the decontamination process?

 As best as I can tell from the printed material, the nature, location and extent of post-decon
 sampling seemed, in general, to be adequate. HEPA and swab samples were collected in the
 same vicinities as pre-decon  positive samples. Based on a comparison of the "positive sample
 summary" figure with the "post sample summary" figure, the locations (as well as I can
 determine) seemed adequate.

       ... Was the sampling more or less extensive than thepre-decontamination sampling!

 The overall sample numbers  were, of course, fewer, because the points of contamination were
 presumably already identified.  On a per location basis, the numbers seemed generally the same
 (although I had trouble deciphering the figure).

       ... Were post-cleanup samples taken in all areas at -which contamination -was identified
       prior to the decontamination?

 Again, based upon my understanding of the figures, post-decon samples appear to have been
 collected in appropriate areas.

       ...To what extent -were statistical approaches used in developing the sampling plans?

 From what I've read to date, a statistical approach doesn't appear to have been used, which isn't
 necessarily a deficiency. If areas of contamination were identified, cleaned, then re-tested, I
 question the value of statistics.

 (3)    What additional environmental sampling, if any, should be performed at the Morgan
      facility to demonstrate that residual B. anthracis contamination is very low to negligible?
       Please describe the type, extent and locations of sampling that are needed, as well as the
       reasons for such sampling.

 General Response

 As a general rule, prior to any environmental sampling, consideration must be given to the
 purpose of the sampling, and how the results will be interpreted.  Without a clear purpose and a
 general understanding of what information positive or negative results can provide, data is open
to misinterpretation which may lead to erroneous conclusions. The reasons for environmental
sampling can include any one or more a combination of the following:
       (1)    Determining the extent of personal exposure (typically hi relation to existing
                                         C-7

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              criteria; i.e., compliance or risk assessment);
       (2)    Associating the degree of exposure with a health outcome, or lack thereof;
       (3)    Determining the appropriate level of PPE;
       (4)    Identifying the extent of contamination or the spread of contamination from a
              breach of containment or unintended release;
       (5)    Providing guidance for remediation;
       (6)    Determining the effectiveness of remediation;
       (7)    Performing basic research;
       (8)    Performing applied research, such as hypothesis testing or method comparison;
       (9)    Assuaging public concerns, and,
       (10)   Responding to political factors or bureaucratic reasons.

hi the Morgan facility, the purpose of additional sampling is unclear, and it should (must) be
defined prior to development of any sampling plan. I suspect the "if any" clause in question 3 is
designed to spur a discussion of whether there is a purpose for additional sampling. I am
unwilling to answer the question directly, because the question suggests that the sampling be for
the purpose of demonstrating that residual B. anthracis contamination is very low to negligible.
However, I am unaware of any existing or proposed criteria which clearly define what is "very
low to negligible" B. anthracis contamination. The problem is further compounded by the array
of surface sampling, air sampling, and analytical methods for anthrax, and their respective
efficiencies and sensitivities. Researchers are only just beginning to understand the strengths and
limitations of these methods. The experience and practice in other anthrax-contaminated
facilities during the last several months is to sample (typically surface sampling), clean, re-
sample, and re-clean until no spores are detected, with an important qualifier that non-detection
does not necessarily mean that there are no spores. Therefore, any remaining contamination in
these facilities is directly related to the efficacy and sensitivity of the sampling and analytical
method. With so many uncertainties, a clearly defined purpose and an outline for appropriate
uses and interpretations of sampling results are essential prior to performing any sampling.
Specific Considerations

The preceding discussion aside, the following addresses the specific request to describe type,
extent, and location of sampling.

Type

Surface Sampling:

Many surface sampling techniques are available, including dry swabs, wet swabs, wetted
synthetic pads, wetted cotton pads, and HEPA socks. For smooth, hard, visibly dust-free
surfaces, the method of choice appears to be wetted synthetic pads. For "tight", relatively small,
inaccessible areas, wetted swabs are preferred. For collection of surface dust, HEPA socks have
                                         C-8

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 been shown to be rather effective.  A distinct advantage of the pads, and even more so for HEPA
 samples, is the ability to perform composite surface sampling. A thorough discussion of these
 methods is presented in "Comparison of Surface Sampling Methods for Bacillus anthracis Spore
 Contamination" (Sanderson, etal.; May 23, 2002) based upon data from the Brentwood USPS
 facility. As a prerequisite, the selected analytical laboratory must be able to analyze the selected
 media.

 Air Sampling:

 Available techniques for determining air contamination include an array of filter media (MCE,
 PTFE, GEL, PFFD), and agar plate impaction (Anderson samples). While all methods appear
 capable, the advantages/limitations of each must be weighed against the purpose of sampling.
 While Anderson samples seem to be the most sensitive technique, their inherent short sample
 times (10 minutes) and cumbersome media may present problems. Conversely, while PFFDs
 appear to be the least sensitive, they can be operated for days at a time. A thorough discussion of
 air sampling methods will soon be  available from data collected at the Trenton USPS facility.
Extent/Location

The numbers of samples to be collected and their locations will, again, relate to the purpose of
sampling. For example, in the early phases of the anthrax emergency response, the primary
question was whether anthrax spores were present. To this end, sampling was targeted in areas
with the highest potential for contamination (i.e., mail streams, sorting machines, etc.) and
relatively small numbers of samples were collected. At the other end of the spectrum is a
complete, thorough, statistically^based sampling strategy with pre-determined confidence levels
of whether and to what extent contamination is present (i.e., AMI draft sampling protocol),
which requires hundreds, if not thousands, of samples.

Summary

If a clearly defined reason to sample the Morgan facility is identified, an appropriate sampling
plan could be developed incorporating the above methods.  However, I have to stress that a full
discussion of the purpose for sampling and what the results will mean or could be used for must
take place prior to the design of any sampling protocol.

4)     What modifications, if any, to the sampling plans would have been appropriate had it
       been discovered within hours or a few days that B. anthracis- contaminated letters had
      passed through the Morgan facility rather than almost five weeks after their passage,
       when epi info was available?

If potential contamination info had been known immediately, the same type of response would
have been appropriate; i.e, sampling, isolation, decon, and resampling. The availability of epi
                                         C-9

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info has more bearing on the current issue of additional sampling needs. Obviously, had the
contamination been identified quickly enough, the need for downstream sampling would have
been negated.
                                       C-10

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 LORA WERNER, ATSDR

 2.)    Following the cleanup performed to remove B. anthracis contamination, -was the nature,
       location and extent of post-decontamination sampling adequate to determine the
       effectiveness of the decontamination process? For example, -was the sampling more or
       less extensive than the pre-decontamination sampling?  Were post-cleanup samples taken
       in all areas at which contamination was identified prior to the decontamination?  To
       what extent were statistical approaches used in developing the sampling plans? Please
       provide reasons for your conclusions (Bell, Gillen, * Hartle, Werner).

 At this point in my review, I am not certain to what extent cross-contamination concerns were
 considered in the pre-decontamination sampling regimen. I expect this to be clearer after the site
 tour and technical presentations later this week. One area of concern for me is the thoroughness
 of the pre-decontamination sampling. Using the guidance available at that time, all of the pre-
 decontamination samples were taken using a dry swab technique. Evidence now available
 indicates that wet swabs are much more efficient (and this was the technique used for all of the
 post-decontamination swab sampling). If the pre-decontamination sampling missed any problem
 areas, this shortcoming would have remained because the decontamination activities and
 subsequent post-decontamination sampling were all focused on the areas where positive
 sampling results were originally detected.  Also, it doesn't appear that sampling of air handling
 units was conducted in either the pre- or the post-decontamination sampling events. Why was
 the potential for aerolization of spores from the known contaminated machines into the air
 handling system eliminated as a potential contamination pathway?

 In my opinion, aggressive air sampling is a priority for post-decontamination sampling. In
 contaminated areas, it provides another layer of information that is not dependent on the
 effectiveness of wipe/swab sampling techniques.  Obviously aggressive air sampling has its own
 degree of uncertainty associated with it, but I think provides very useful complementary
 information to establish the effectiveness of decontamination efforts. It can also be used in areas
 where no contamination was identified, as  another check. Were the HEPA sock samples
 intended to simulate aggressive air sampling in limited areas immediately near the machines?

 hi response to the "for example" questions included as part of this question, there were certainly
 more pre-decontamination samples than post-decontamination samples, so in that respect the pre-
 contamination sampling was more extensive. It does appear that the post-decontamination
 samples were taken in all areas where positive samples were detected. I could not find any
 documentation in the materials provided for our review that statistical approaches were used to
 develop the sampling plans (although I could have missed it). It sounds like a "biased" approach
 was used, whereby general areas that were  suspected of likely having contact with the suspect
 letters were sampled, using information from run sheets and input from operational staff and
union workers.  Perhaps a statistical approach was used once the targeted machines/areas were
identified, but this is not clear from the review materials.
                                        C-ll

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4.)    What modifications, if any, to the sampling plans would have been appropriate had it
       been discovered within hours or a few days that B. anthracis-contaminated letters had
       passed through the Morgan facility rather than almost five weeks after their passage,
       when epidemiological information was available?  Explain the reasons for such
       modifications (Ashford,  Gillen, Hartle, Werner*).

If the potential for contamination had been identified prior to any epidemiological information
being available, the conservative response would have been to shutdown the facility as opposed
to just isolating selected areas prior to sampling.  It also would have been appropriate to consider
the potential for cross-contamination throughout trafficked areas of the facility, and to consider
sampling air handling equipment (in my opinion, these latter two modifications to the sampling
plan would have been appropriate no matter when the contamination was identified, actually,
given all of the uncertainties involved, as I discuss above). Most of my detailed comments from
Question #2 would apply here, but some only in hindsight because I am taking into account
information we have learned since last October (e.g., effectiveness of wet versus dry sampling,
aggressive air sampling techniques, minimum number of spores possible to cause disease in
individuals contacting contaminated mail, etc.).
(6)    Given the experience and expertise gained to date in conducting environmental sampling
       of the Morgan facility and of other B. anthracis-contaminated sites, what types of
       environmental sampling should be performed at all sites potentially affected by future
       attacks using B. anthracis spores? (Durno, * Ostrowski, Towle, Werner)

Again, I have covered these issues in my responses above, but in my opinion wet wipe sampling,
sampling of air handling equipment (when the exposure scenario makes this appropriate, such as
when high volume air movement was known to occur), and aggressive air sampling should be
included in any potential B. aw/Aracw-contaminated facilities in the future.
                                        C-12

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         APPENDIX D




MORGAN CHRONOLOGY SUMMARY

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 The United States Postal Service                              Anthrax-Related Activities Chronology
 Morgan Processing & Distribution Center

                    Morgan Chronology Summary

 USPS Employee Anthrax Illnesses in New York City...

                    In September:              Zero
             +     In October:                Zero
             +     In November:              Zero
             +     In December:              Zero
             +     In January:                Zero
             +     In February:               Zero
             +     In March:                 Zero
             +     In April:                  Zero
             +     In May:                   Zero

                    9 Months Total to Date:     Zero


                          Morgan Chronology
                                September

 September 18 & 20
 NBC and NY Post Letters Enter Mail System in Trenton, NJ.

 September 19-21
 NBC and NY Post Letters Processed in Trenton and unknowingly transported
 downstream through Morgan P&DC.

    Mail Flow- September 19-21
       *•  Mail  trucks arrive at Morgan Loading Dock with letters in mail trays, wrapped
          with tray sleeves and placed on "Postcons" (type of Mail Transport Equipment
          - MTE).
       *  MTE is opened at the Morgan P&DC on the 3rd Floor South.
       *•  Sleeve is removed from tray.
       *  Letters are removed from tray and placed directly onto the induction area of
          DBCS Machines.
       *•  Letters are sorted and placed into trays.
       *•  Trays are then placed into and transported in MTE.
       >  Trays are shipped further downstream to other Facilities in New York City.

                                 October

 October 19
 Based upon CDC Confirmation of Anthrax on NBC letter, USPS held meeting with
 USPS Environmental Consultant (URS) and CDC (Dr. Ostroff).
 October 21
 URS conducts environmental sampling for Anthrax.  148 Initial samples from 2nd and 3rd
 Floors based on analysis of Trenton mail flow through Morgan.

 October 23- Evening
 Preliminary Results of 148 Samples Identify 4 Positive Locations on DBCS Machines TO,
 15,20 and 25; later confirmed by CDC laboratory.
All other 144 samples were negative.
                                    Page
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 The United States Postal Service                               Anthrax-Related Activities Chronology
 Morgan Processing & Distribution Center

 October 23- Night
 All positive DBCS Machines shut down and cordoned off.

 October 24
 CDC implements 10-day chemo-prophylaxis. Later extended to 60 days.

 October 25
 CDC/NIOSH conducts independent environmental sampling. (56 Samples)

 October 25 - Evening
 USPS initiates meeting with CDC and USPS Cleanup Contractor. Cleaning protocols
 reviewed and contractor mobilized.

 October 26
 Consensus on cleanup procedures & protocol reached at site meeting at Morgan with
 USPS NYMA, USPS Morgan, CDC (including epidemiologists), NIOSH and USPS
 Environmental Contractor.

 October 27
 CDC/NIOSH results identify 7 positive locations from the four positive DBCS Machines
 identified on October 25, including 2 locations on DBCS 24.

 October
       Further downstream facility sampling was conducted separately by URS and
 CDC/NIOSH. All results were negative.

 October 31
 Initial cleanup contractor completes site preparation and cordons off all 26 DBCS
 machines on 3rd Floor South.

                                November

 November 1
 USPS Environmental Monitoring Consultant (Berger) and Clean Harbors mobilize on-
 site. Cleaning commences with Berger providing 24-hour/7-day independent oversight.

 November 6
 Postal Workers Union injunction hearing commences.

 November 9
 Preliminary Injunction Hearing Complete

November 13
 Cleaning of all 26 3rd Floor DBCS Sorting Machines completed, five machines with
positive results remain triple-wrapped with poly and sealed. 22 post-cleaning wet-swab
 samples collected.
      Two additional machines also remained out of service due to proximity to waste
handling area.

November 15
Judge denies preliminary injunction.
      All 23 post-cleaning  sample results are negative.

November 16


 2 of 4

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 The United States Postal Service                               Anthrax-Related Activities Chronology
 Morgan Processing & Distribution Center

       Post-Cleaning sample results presented to USPS employees.

 November 20
 After discussion with CDC, the remaining seven 3rd Floor DECS machines return to
 service.

 November 20 fCon.'t)
 Cleaning of entire 3rd Floor South Building Complete. Cleaning operation moved to 2nd
 Floor. 2nd Floor cleaning initiated on "high-speed sorters" to meet all requirements of
 original CDC recommendations reiterated at the injunction hearing.

 November 30
 USEPA Region n representative meets with USPS representatives and observes Cleanup
 Activities.

                                 December

 December 7
 Cleaning of entire 2nd Floor South building areas completed. Cleanup contractor
 demobilizes from Morgan P&DC.

 December 10
 Meeting with unions, CDC/NIOSH, consultants and USPS prior to continuing
 information sessions with employees.

 December 23
 hi agreement with OSHA, HEPA Vacuum post-cleaning follow-up samples were
 collected by URS from DECS #'s 10,15,20,24,25 and surrounding areas. (19 Total
 Samples)

 December 24
       60-day Chemo-prophylaxis period ends.

 December 28 - Evening
 Results received. All follow-up HEPA Vacuum samples are negative except one on
 DECS 10.

 December 29 - Morning
 Location of positive sample on DECS 10 is cleaned again. Three wet-swab samples
 (Berger) and four HEPA Vacuum samples (URS) collected following cleaning effort.

                                 January

January 2
 Secondary post-cleaning sample results for DECS 10 are received for HEPA Vacuum
follow-up samples and are all negative. DECS 10 still out of service.

January 4
Secondary post-cleaning follow-up sample results for DECS 10 are received for wet-
swab samples and are all negative. DECS 10 still out of service.

January 5
DECS 10 placed back in service following consultation with CDC.
                                    Page
3 of 4

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 The United States Postal Service                                  Anthrax-Related Activities Chronology
 Morgan Processing & Distribution Center


 January 30
 Region II provides confirmation that USEPA is in agreement with USPS actions to date.
                                        Page
4 of 4

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             APPENDIX E




SLIDES FROM DR. OSTROFF'S PRESENTATION

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Locales & Dates of Anthrax Episodes
                                  .Oxford, CT-11/20
                                 2. New York City -10/12
                                 4. Trenton, NJ - 1.0/17

                                3. Washington, DC - 10/15
                              1. Palm Beach County - 10/3

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              Case Definition
Confirmed case:
 - Clinically compatible illness confirmed by
  isolation of B.anthracis or other lab evidence
  based on two supportive tests
Suspected case:
 - Clinically compatible illness with one supportive
  lab test or linked to a confirmed environmental
  exposure

-------
 Confirmed and Suspected
Cases of Anthrax, 11/13/2001
'.•••••
Cohfirrhed

Cutaneous
Inhalation
Suspected
Cutaneous
Inhalation
FL

0
2
FL
0
0
NYC

4
1
NYC
3
0
DC

0
5
DC
0
0
NJ

3
2
NJ
1
0
Total

7
10
Total
4
0

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  Bioterrorism-associated Anthrax: Inhalation and
             Cutaneous Cases; New York

\  Inhalational Case
5 -i
i * -
CO 2 -
^ 1 -
n _
N>
lett<
i
'C
3rs*
n n
Senate
letters*
1 rn V^
n. . l , , n , *
     9/17
9/21   9/25  9/29   10/3   10/7  10/11   10/15  10/19  10/23  10/27
*Postmarked date of known
   contaminated letters.
                 Date of Onset

-------
        Chronology of NYC Cases

•  NBC (2 cases) - 12 October
•  ABC (1 case) - 15 October
•  CBS (1 case) - 17 October
•  NY Post (3 cases) - 19 October
•  Hospital employee - 29 October

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         Interactions with USPS
Initial meeting concerning sampling with
management & contractor - 19 October
Decision had already been made to sample
Morgan, Farley, & 5 substations that supplied
networks/governor's office
Forensic interest in stations associated with ABC &
CBS
Extensive discussions about nature & role of
sampling

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        USPS interaction (cont'd)

Approx. 5,000 workers at Morgan
Exposed for 30 days since letters mailed w/o
detectable illness
High likelihood that contamination present
Was it of sufficient quantity or nature to produce
illness in workers?
Data suggested disease risk was negligable
Efforts should be directed at cleaning the
environment

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               Chronology

Sampling done over weekend of 20-21 October
Follow-up meeting on 24 October
Brentwood incident occurs 23 October
Positive samples identified at Morgan 23 October
Decision made by USPS/CDC to offer prophylaxis
to all workers on 24 October (initiated on 25
October)
Reduce residual risk of illness as much as possible

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        Decisions regarding facility

Once positive samples identified & prophylaxis initiated,
NYCDOH and CDC decision that known risk did not justify
closure of facility
No illness identified
No inhalational disease identified in NYC
Cutaneous disease "less" severe & more treatable
Implications of closure of facility
All machinery on 2nd & 3rd floors should be cleaned in same
manner regardless of sampling results
Start with areas known to be contaminated

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         Other remedial actions
Permissive use of PPE
Changes in equipment handling & cleaning
Any concerned employee reassigned to other duty
Post-remediation sampling with repeat cleaning for
any positives until all samples negative

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          Employee monitoring


All employees of Morgan under active surveillance
for illness/death
A number of fatalities investigated late Oct/early
Nov (including autopsies)
None with evidence of anthrax
Passive surveillance for disease in other postal
workers in NYC
Adherence with prophylaxis lowest in NYC of any
sites

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          Hospital employee case

Worked in stock room in basement; adjacent to mail room
Most deliveries to hospital were not from USPS
Hospital directly received mail from Morgan
Four letters in 9 Oct sort for this hospital; mail from sort to all
other Manhattan hospitals as well
Lived in Bronx; home mail through Bronx processing center;
visited multiple post offices for money orders
All associated sampling negative; no data to connect her
illness to Morgan facility

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           NY anthrax material
By report, small amount of material in NBC letter
was "brown & granular"; had been moistened during
processing
NY Post material also described as sandy
Known to contain compounds not in DC letters

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                   Summary
Epi data suggest "risk" in NY was different than in other
locations (FL, DC)
No illness in any postal worker compatible with anthrax
No facility closed in NYC
More limited sampling
Material apparently different than other locations
Public health risk repeatedly described as "negligable" but
not zero
Actions designed to bring risk as close to zero as reasonably
possible while minimizing social & economic disruption

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            APPENDIX F




ATTENDEES AT PEER REVIEW WORKSHOP
               F-l

-------
                             Morgan Facility Peer Review
                                    May 30,2002
                                  Meeting Attendees
Name ^ T •
David Ashford (a)
Beth Bell (a)
Karen Burgan (e)
Tim Burke (c)
Tom Cash (b)
Dorothy Canter (d)
James Daloia (e)
Nicholas DeCarlo (b)
Ralph Dollhopf (e)
Mark Durno (a)
Matt Gillen (a)
Richard Hartle (a)
Dan Hewett (b)
Grant Hines (c)
Steven W. Lenhart (b)
Tom Lewis (c)
Stephen Ostroff(b)
Stephanie Ostrowski (a)
Martin Powell (d)
Sam Pulcrano (c)
Rafael Vias (c)
Lora Siegmann Werner (a)
Affiliation
CDC-NCID
CDC-NCID
EPA-OSWER
Louis Berger Group
USPS
EPA-OSWER
EPA Region 2
USPS-NYMA
EPA Region 5
EPA Region 5
CDC-NIOSH
CDC-NIOSH
CDC-NIOSH
ICF Consulting
CDC-NIOSH
Louis Berger Group
CDC
CDC-ATSDR
EPA-OSWER
USPS
USPS-Morgan
CDC-ATSDR
Phone
404-639-3159
404-371-5910
202-564-6557
212-363-4223x43
718-321-5856
202-260-2014
732-906-6907
212-330-3107
734-612-5802
440-250-1743
202-401-2193
513-841-4533
304-285-6306
703-934-3836
513-841-4227
973-678-1960x755
404-639-3967
404-498-0633
202-566-1932
202-268-2067
212-330-2305
215-814-3141
E-Mail
dba4(2!cdc.gov

bzb8(Scdc.eov

burgan.karen@,epa.eov
tburke(2),louisber2er.com
tcash(2),email.usps.eov

canter.dorothv(2),epa.eov

daloia.james(S).epa.gov

ndecarlo(2).email.usps.eov

dollhopf.ralph(2),epa.eov
durno.mark(2).epa.sov
meillen©,cdc.2ov
rwh2(2>cdc.eov
dhewett(3>cdc . gov
2hines(2),icfconsultine.com
slenhart(2),cdc.gov
tlewisf2).louisbereer.com
smol(2>,cdc.eov
srol(3),cdc.eov
powel 1 .martin(o).epa.eov
SDulcrano(2),usps.gov
rvias(2!emai 1 . usps. eov
Ikw9fo),cdc.eov
a = Peer Reviewer   b = Presenter c = Resource person  d = Technical coordinator e = Observer
                                        F-2

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         APPENDIX G




PEER REVIEW WORKSHOP AGENDA
            G-l

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    PEER REVIEW OF MORGAN MAIL PROCESSING AND DISTRIBUTION CENTER
          ENVIRONMENTAL SAMPLING AND EPIDEMIOLOGICAL FINDINGS
                                    May 30,2002

                        Law Department Conference Room (#4516)
                                   Main Post Office
                  380 West 33rd Street (entrance on 33rd St near 9th Avenue)
                                 New York City, NY

                                 DRAFT AGENDA
(9:00 a.m. -12:00 p.m.")
-Welcome/Logistical Considerations                Dorothy Canter, EPA
                                             Mark Durno, EPA (Chair)

- Presentations on Environmental Sampling          Nicholas DeCarlo
                                             Thomas E. Cash,USPS

-Presentation on Epidemiological Findings           Dr. Stephen Ostroff, CDC

-Comments of NIOSH/CDC                      Steven Lenhart, NIOSH/CDC
 Resource Persons                             Dan Hewett, NIOSH/CDC

-Observer Comments

-Tour of Morgan Facility                         Nicholas DeCarlo, USPS
                                              Meeting Participants

Lunch (12:00 -1:00 p.m.)
n:00-6:00p.m.)
-Responding to the Technical Charge              Dumo

-Review of Ground Rules for Peer Review          Canter

      Question 1
      Lead Reviewers
             (David Ashford,* CDC, Beth Bell, NCID/CDC,
             Mark Durno, EPA, Stephanie Ostrowski, ATSDR)
      Discussion
                                       G-2

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   PEER REVIEW OF MORGAN MAIL PROCESSING AND DISTRIBUTION CENTER
         ENVmONMENTAL SAMPLING AND EPIDEMIOLOGICAL FINDINGS
      Question 2
      Lead Reviewers
             (Bell, Matt Gillen,* NIOSH/CDC,
             Richard Hartle, CDC/NIOSH, Lora Werner, ATSDR)
      Discussion

      Question 3
      Lead Reviewers
             (Bell, Gillen, Hartle*)
      Discussion

      Question 4
      Lead Reviewers
             (Ashford, Gillen, Hartle, Werner*)
      Discussion

      Question 5
      Lead Reviewers
             (Ashford, Durno, Ostrowski*)
      Discussion

      Question 6
      Lead Reviewers
             (Durno,* Ostrowski, Werner)
      Discussion

Conclusions                                        Peer Review Panel

Writing Assignments                                 Durno

Wrap Up/Next Steps                                 Canter

ADJOURN
                                      G-3

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