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HomeMy WebLinkAboutDocumentation_Regular_Tab 12_11/09/2006VILLAGE OF TEQUESTA MEETING AGENDA ROUTING SHEET MEETING DATE: October 11, 2006 REQUESTED ACTION/SUMMARY: Approval of a Memorandum of Understanding that will allow the police department to participate in the State Attorney Office of Palm Beach County Money Laundering Task Force. This is a joint investigative task force managed by the Palm Beach County State Attorney's Office. RESOLUTION OR ORDINANCE NUMBER: Res # 13-06/07 Ord # ORIGINATING DEPARTMENT: Tequesta Police Department FUNDING SOURCE: 2006/2007 BUDGET ACCOUNT NUMBER: N/A CURRENT BUDGETED AMOUNT AVAILABLE: $ NIA AMOUNT OF THIS ITEM: $ N/A AMOUNT REMAINING AFTER THIS ITEM: $ N/A BUDGET TRANSFER REQUIRED: ^Yes ®No APPROPRIATE FUND BALANCE: ^Yes ^ No ®N/A Piggyback Contract Name and #: Or Competitive Bid # APPROVALS: ~`/, DEPARTMENT HEAD: ~ i~~~°~w J~ 7Q FINANCE DIRECTOR: VILLAGE MANAGER: ~ VILLAGE MANAG~ RECOMMENDATION: APPROVE ITEM: DENY ITEM: ^ VILLAGE ATTORNEY: APPROVED FOR LEGAL SUFFICIENCY ®Yes ^No ^Not Applicable (n/a) f ,',~EOUESrq , TEQUESTA POLICE DEPARTMENT ~ -- Ao~, ~ MEMORANDUM "7+1~'. DEPT -,,~~~> To: Michael Cou~o Village Manager From: Chief William E. McCollo Date: October 13, 2006 Subject: MONEY LAUNDERING TASK FORCE - MEMORANDUM OF UNDERSTANDING Attached for your consideration is an agenda item for November 9, 2006; two memorandums of understanding (MOUs) that will allow the police department to participate in the Palm Beach County State Attorney Office Money Laundering Task Force (METE) and the Internal Revenue Service -Criminal Investigations South Florida High Intensity Financial Crimes Task Force (HIFCA). Although there is no guarantee, this is a revenue sharing task force. Revenues are shared based on the level of participation in a case and the forfeiture amounts from the case. As a new member of the task force we would probably not see any revenue for this budget year, but would be in a good position to benefit from any financial forfeiture in the following fiscal year. I have spoken with the Agent in Charge, Jim Acree, at the State Attorney's Office and he would welcome an officer from our agency to the Task Force. It is my intention to take advantage of this opportunity by assigning Detective Weinblatt to the Task Force two (2) days per week. Mr. Acree has assured me that Detective Weinblatt would be productive even though he is only being assigned two days per week. This would also ensure that Detective Weinblatt was available for our investigative needs. The MOUs have been forwarded to Attorney Hawkins for his review and approval for its legal form and sufficiency -see attached fetter to Mr. Hawkins. 1n addition, our participation in the task force assures the availability of additional resources to protect our community from financial crimes. As required, I have attached the necessary resolution and backup information to be presented to the Council. Page 1 of 1 McCollom, William __ _ _ __ _. __ __ __ __. ___ From: Scott G. Hawkins [shawkins@jones-foster.com] Sent: Wednesday, October 18, 2006 8:12 AM To: McCollom, William Cc: Odum, Lorraine S. Subject: Tequesta--memorandums re Money Laudering Task Force Chief, On Monday 10/16 I received your recent letter wherein you requested that I review two Memorandums of Understanding required for the Village's participation in the State Attoerney Money Laundering Task Force and the Sourth Florida High Intensity Financial Crimes Area Task Force. I have reviewed both memoranda and wanted to provide a quick email indicating I approve as to legal form and sufficiency. I know this issue is time sensitive, based on your convents last week, hence I wanted to send this quick email I will follow-up with a formal letter for your file. Let me know if you have any questions. sgh Scott G. Hawkins, Esq. Board Certified in Business Litigation Law by the Florida Bar Jones, Foster, Johnston & Stubbs, P.A. Flagler Center Tower, Suite 1100 505 South Flagler Drive West Palm Beach, FL 33401 (561) 659-3000 DID (561) 650-0460 Facsimile (561) 650-0436 shawkins~a~ jones-foster. com www.fones-foster. com_ The information contained in this a-mail message is intended only for the personal and confidential use of the recipient(s) named above. This message and its attachments may be an attorney-client communication and, as such, is privileged and confidential. If the reader of this message is not the intended recipient or an agent responsible for delivering it to the intended recipient, you are hereby notified that you have received this document in error and that any review, dissemination, distribution, or copying of this message is strictly prohibited. If you have received this communication in error, please notify us immediately by a-mail, and delete the original message. 1 oil gi2oo6 ~Ol~ FOSTER To~a~rsroN 8t S'TCTBBS, P.A. Attorneys and Counselors F1a~lerCenterTawer.Suite 1100 505 South Flagler Drive West Falm Beach, Florida 33401 Telephone f561) 659-:30()0 Scott G. Hawkins, Esquire Board Certified in Business Litigation Law by the Florida Bar Direct Dial: 561-650-Q460 Direct Fax: 561-650-0436 E-Mail: shawkins@jones-foster.com October 19, 2008 VIA E-MAIUPDF William E. McCollom Chief of Police Tequesta Police Department 357 Tequesta Drive Tequesta, FL 33469-0273 Nlcrilirt,~~ ~lddre ss Post QlFice Box 3475 West Palm Beach, Fioridu 33402-3475 Re: Legal Review of Money Laundering Task Force Memorandum Dear Chief McCollam: This letter is written in response to your request of October 16, 2008 that I review two separate memorandums of understanding required for the Village's participation in the State Attorney Money Laundering Task Force and the South Florida High Intensity Financial Crimes Area Task Force,. (Please Hate that the letter accompanying the memorandums was dated September 11, 2006 but the materials were not received until October 18. ) Per your request, I have reviewed the following: A. MONEY LAUNDERING TASK FORCE MEMORANDUM OF UNDERSTANDING between the Tequesta Police Department and the Office of the State Attorney- This document is undated and is to be signed by Barry E. Krischer, State Attorney and Wil{iam McCallom, as Chief of the Tequesta Police Department. B. MEMORANDUM OF UNDERSTANDING BETWEEN ALL COOPERATING LAW ENFORCEMENT AGENCIES relative to the South Florida High Intensity Financial Grimes Area Task Force- This latter memorandum is undated and is to be signed by Brian J. Wimpling, Special Agent in charge, Internal Revenue Service, Criminal Investigations, Barry Krischer, State Attorney, Office of the State Attorney, Palm Beach County, Jim Acree, AIC, State Attorneys Office, Money Laundering Task Force, and Chief William McCollom, Tequesta Police Department. www. jorres foster co»r William E. McCollom Chief of Police Tequesta Police Department October 9 9, 2006 Page 2 Thank you for forwarding these materials to my office for review. I have reviewed both memorandums and approve as to their legal form and sufficiency. If there is any further action required in this regard, please advise. Very truly yours, JONES, FOSTER, JOHNSTON & STUBBS, P.A. 't f i . Sca G. Hawkins, squire SGH;ebg P:IDOCS113153100001~L7R110T7650 DQG VILLAGE OF TEQUESTA VILLAGE COUNCIL MEETING AGENDA COVER/MEMORANDUM Date Prepared: October 13, 2006 Meeting Date: November 09, 2006 CLASSIFICATION: Subject/Agenda Item/Summary: Approval of a Memorandum of Understanding that will allow the police department to participate in the State Attorney Office of Palm Beach County Money Laundering Task Force. This is a revenue sharing investigative task force managed by the Palm Beach County State Attorney's Office. STAFF RECOMMENDATION TO ®APPROVE DENY Reviewed by: Costs: Attachments: Advertised: (please list) None Date: 1. Meeting Agenda Routing Sheet Paper: Funding Source: 2. Resolution 13-06/07 ^ Not Required ^ Operating 3. Memorandum of ^ Other (explain) Understanding Affected Parties: (exhibit "A") ^ Notified (explain) 4. Correspondence with Attorney Hawkins for Legal Form and sufficiency Budget Acct. # ^ None ®Not Required Submitted by: Originating Department: Village Manager Council Action: Approval: ^ Approved ^Approved w/conditions: ^ Denied ^ Tabled until: RESOLUTION N0.13-06/07 A RESOLUTION OF THE VILLAGE COUNCIL OF THE VILLAGE OF TEQUESTA, PALM BEACH COUNTY, FLORIDA, APPROVING A MEMORANDUM OF UNDERSTANDING FOR PARTICIPATION OF THE TEQUESTA POLICE DEPARTMENT IN THE STATE ATTORNEY OF PALM BEACH COUNTY MONEY LAUNDERING TASK FORCE AND A MEMORANDUM OF UNDERSTANDING FOR PARTICIPATION OF THE TEQUESTA POLICE DEPARTMENT IN THE INTERNAL REVENUE SERVICE - CRIMINAL INVESTIGATION (IRS-CI) SOUTH FLORIDA HIGH INTENSITY FINANCIAL CRIMES TASK FORCE AUTHORIZING THE VILLAGE MANAGER TO EXECUTE THE SAME ON BEHALF OF THE VILLAGE. WHEREAS, the Village Council of the Village of Tequesta recognizes that money laundering is a serious and ongoing problem in the State of Florida and Palm Beach County. WHEREAS, there exists a mutual interest in combating money laundering in Palm Beach County. WHEREAS, a coordinated law enforcement effort will be more effective in prosecuting these crimes. WHEREAS, the Village Council of the Village of Tequesta desires to cooperate with the State Attorney's Office and the Internal Revenue Service (IRS-CI) thereby providing for the maximum protection of the lives, safety and physical and mental well-being of the persons in the Village of Tequesta against financial crimes. NOW, THEREFORE, BE IT RESOLVED BY THE VILLAGE COUNCIL OF THE VILLAGE OF TEQUESTA, PALM BEACH COUNTY, FLORIDA, AS FOLLOWS: Section 1. The Memorandum of Understanding for the participation of the Tequesta Police Department in the Palm Beach County State Attorney's Money Laundering Task Force, attached hereto as exhibit "A", and the Memorandum of Understanding for the participation of the Tequesta Police Department in the Internal Revenue Service -Criminal Investigation South Florida High Intensity Financial Crimes Area Task Force, attached hereto as exhibit "B", is hereby approved and the Village Manager is hereby authorized to execute the same on behalf of the Village of Tequesta. THE FOREGOING RESOLUTION WAS OFFERED by Councilmember who moved its adoption. The motion was seconded by Councilmember and upon being put to a vote, the vote was as follows: FOR ADOPTION AGAINST ADOPTION RESOLUTION # 13/06-07 The Mayor thereupon declared the Resolution duly passed and adopted this day of A.D., 2006. MAYOR OF TEQUESTA James Humpage ATTEST: Gwen Carlisle Village Clerk ONFICE OF THE ~' ~~~ ~ STATE ATTORNEY ~~ ~ aC` ~= FIFTEENTII JUllICIAI, CIRCUIT OF NLORIDA ~`'Op ~~ T""~ IN AND FOR PALM BEACH COUNTY MONEY LAUNDERING TASK FORCE MEMORANDUM OF UNDERSTANDING TEQUESTA POLICE DEPARTMENT and THE OFFICE OF THE STATE ATTORNEY The above agencies, recognizing the serious nature of the problem of money laundering in South Florida and being cognizant of the mutual interests of the agencies to combat the problem, agree as follows: The agencies acknowledge the following: I. Money laundering is a serious and ongoing problem in South Florida. 2. There exists a mutual interest in fighting money laundering in Palm Beach County. 3. A coordinated law enforcement effort will be more effective in prosecuting these crimes. Now therefore, it is agreed by and between the parties that: PURPOSE An enforcement initiative, hereinafter known as the Money Laundering Task Force (MLTF) shall be started by the State Attorney's Office, 15"' Judicial Circuit, of and for Palm Beach County, Florida to target and prosecute money launderers operating in Palm Beach County. AUTHORITY. RESPONSIBILITIES and WRITTEN AGREEMENTS 2. The primary operational concept of the MLTF will be to conduct long-term, criminal conspiracy investigations designed to identify key violators and their place within the criminal enterprises operating within this Judicial Circuit. The operational focus of the MLTF will be, first and foremost, the prosecution of violators followed by the seizure and forfeiture of assets associated with the criminal enterprise. Page I 401 N. Dixie Highway, West Palm Beach, Florida 33401-4209 (561)355-7100 ESTABLISHED ACCOUNTABILITY 4. The assigned officer(s) will adhere to a strict standard of ethical behavior consistent with the highest standards of law enforcement. Each officer assigned to the MLTF will be issued an MLTF Policies & Procedures handbook. 5. Developed or received intelligence information relevant to the investigation of money laundering activity shall be shared between all participating agencies of the MLTF. 6. Investigations shall be conducted professionally, ethically and in a manner so that all agencies can coordinate their efforts. 7. All participating agencies will share equally in any division of forfeited assets derived through the MLTF cooperative initiative, unless alternative arrangements are agreed upon by the agencies involved. All agreements are subject to any governing regulations by federal or state authority. The MLTF will report to the Office of State Attorney through the Agent-In-Charge who will be an employee of the Office of State Attorney. 9. The MLTF will have a Board of Advisors made up of each participating agency's Chief of Police or command staff designee. The purpose of the Board of Advisors will be to provide policy guidance on the conduct of the MLTF. Each participating agency will have one vote on any matter put before the Board and requiring a vote. 10. The Agent-In-Charge of the MLTF will work closely with the Board of Advisors to ensure that the mission and intent of the organization is fulfilled and that each participating agency is kept fully abreast of investigative developments. IDENTIFIED RESOURCES and THE EVALUATION OF RESULTS 11. The MLTF shall be made up of at least one sworn law enforcement officer from each participating law enforcement agency and a prosecuting attorney from the State Attorney's Office. 12. Participation in the MLTF will commence at such time as the participating law enforcement agency assigns afull-time sworn law enforcement officer to the MLTF. Continued assignment to the MLTF will be at the sole discretion of the participating agency. 13. Until such time as the MLTF becomes financially self-sufficient through seizures, forfeitures, or permanent appropriations, all normal operating costs relating to vehicles, communications( cell phones, hand-held radios, etc.), and the incumbent maintenance costs will be directly borne by the participating agency. 14. The assigned officer(s) of the participating agency shall be the single point of contact set up by each participating agency to facilitate cooperation. Page 2 15. A written performance evaluation of the assigned officer and the officer's contribution to the MLTF shall be executed annually and the results of that evaluation will be shared with the assigned officer and his/her department supervisor. TERM OF THIS AGREEMENT 16. This agreement maybe terminated by the Chief of Police of the participating agency or the State Attorney at any time. William McCollom Chief Date Page 3 Barry E. Krischer State Attorney Date 401 N. Dixie Highway, West Palm Beach, Florida 33401-4209 (561)355-7100 SOUTH FLORIDA HIGH INTENSITY FINANCIAL CRIMES AREA TASK FORCE (SFHIFCATF) MEMORANDUM OF UNDERSTANDING BETWEEN ALL COOPERATING LAW ENFORCEMENT AGENCIES This Agreement is made 2006 between the Internal Revenue Service -Criminal Investigation (IRS-CI), the Office of the State Attorney, Money Laundering Task Force, and the Tequesta Police Department. This memorandum of understanding is entered pursuant to the authority vested in the Commissioner of the Internal Revenue Service Order 150- 10. PURPOSE: The purpose of this Agreement is to set forth the terms and conditions of the South Florida High Intensity Financial Crimes Area (HIFCA) Task Force (hereinafter the "Task Force"). The Task Force's initiatives are designed to address money laundering in this region through the Black Market Peso Exchange, Bulk Cash shipments, Money remitters and transmitters, Check Cashing establishments, and Financial Institutions involved in Major Financial Crimes. This multi-agency Task Force will also serve as part of the South Florida Suspicious Activity Report Review Team. It is our joint expectation that the cooperative efforts of all the law enforcement agencies in the Task Force, the State Attorney's Office, and the United States Attorney's Office will also serve as an excellent vehicle to meet the goals and objectives of the proposed High Intensity Financial Crimes Area (HIFCA) designation. MISSION OF THE TASK FORCE The mission of the Task Force will be to disrupt, dismantle, or render ineffective organizations involved in the laundering of the proceeds of all financial crimes in the South Florida area, which includes transactions conducted throughout South Florida, the continental United States, Puerto Rico, and foreign countries. TERMS AND CONDITIONS OF THE TASK FORCE The Task Force will combine the money laundering efforts of representatives of federal, state and local agencies in the South Florida area and, as required, other venues. During the period of their assignment, state and local law enforcement personnel will be under the direct day-to-day supervision of the Agent in Charge (hereinafter the AIC) of the State Attorney's Money Laundering Task Force with input from IRS-CID. Ultimate responsibility for all Task Force personnel remains, however, with the parent agency of the respective Task Force member. 2. Each Federal law enforcement agency will assign at least one Senior Special Agent to the Task Force. Each local or state agency will assign at least one Senior Detective/Criminal Investigator to the Task Force. AIC will be responsible for the daily management, supervision and coordination of all investigatory and operational activities of the state and local law enforcement personnel assigned to the Task Force. Leaders (or representatives) of law enforcement agencies and prosecutors' offices involved in Task Force investigations will meet regularly to discuss cases and strategies, and, whenever necessary, any relevant issues of the Task Force. 2 4. Personnel from state and local law enforcement agencies assigned to the Task Force shall be cross designated as Deputy United States Marshals, or other appropriate designation, after receiving training and certification of the appropriate background investigation. Each party to this agreement shall be liable for the acts and omissions of its own employees. Task Force personnel shall adhere to all Department of Treasury ("DOT") or Department of Justice ("DOJ") policies and procedures (depending on their designation or parent agency), except where DOT/DOJ policies and procedures are in conflict with the policies and procedures of the Task Force members' parent agency. In these instances, the parent agency will request in writing to the Task Force Team Leader that their employee follow the policies and procedures of the parent agency. The leaders of the respective member agencies will resolve any other disputes. To the extent there is any conflict between Federal law and the laws of Florida, or other state, Federal law controls. 6. Task Force personnel will follow their parent agency's administrative reporting requirements for time and attendance, payroll, etc.; but maybe subject to internal Task Force reporting of time, attendance, and relevant activities. 7. Internal Revenue Service-Criminal Investigations with input from the HIFCA Task Force AIC, will make the preliminary determination of the equitable sharing percentage for participating agencies for all assets seized during the course of Task Force investigations. This preliminary determination will be based on each participating agency's contribution to the overall operations of the Task Force as well as the agency's contribution to the individual seizure. All parties acknowledge, however, that the disposition of assets forfeited under Federal law is within the discretionary authority of the Department of the Treasury and the Department of Justice. The Internal Revenue Service will be the seizing agency for all forfeitures pursuant to the HIFCA Task Force. All money laundering leads and referrals to Task Force members from other task forces and other sources will be coordinated through the Task Force AIC. The Internal Revenue Service-Criminal Investigation SAC will have the final authority in any disputed situation involving whether or not to initiate a HIFCA Task Force investigation. 9. All HIFCA Task Force investigations will be registered with the South Florida Investigative Support Center and coordinated with the Money Laundering Coordination Center (MLCC) and the Special Operations Division ("SOD"), if appropriate. 10. Pursuant to the High Intensity Drug Trafficking Area (HIDTA) Program Guidance, the Task Force will pursue Organized Crime and Drug Enforcement Task Force (OCDETF) case designations as appropriate. 11. The Task Force AIC will be responsible for the oversight and administration of any Federal grants and budgeting responsibilities for the Task Force. 12. The Task Force headquarters will be located in a location where resources, information and daily interaction can be accomplished. 13. When IRS-CI and the United States Attorney's Office are among the participants of a multi-agency task force, and there is an investigative desire to obtain Form 8300 information pursuant to LR.C. § 6103 (1)(15), the procedure will be for the Assistant United States Attorney (AUSA) assigned to the Task Force to request the information. Safeguards will therefore be centralized with the AUSA. The IRS-CI participants fo the 4 Task Force will obtain the 8300 information and be able to share the Forms 8300 and related information with other members of the HIFCA Task Force in accordance with Dissemination Policies and Guidelines for Release of Information Reported Under the Provisions of the Bank Secrecy Act, dated December 6, 1988, § IV.C.I. Form 8300 information obtained in this manner is for the Task Force use only and may not be shared by participants of the Task Force to others in their agencies, who are not members of the HIFCA Task Force. 14. As a result of obtaining an Ex-parte Order, should any member of the Task Force receive federal tax returns, return information and/or taxpayer information, as those terms are defined in I.R.C. § 6103, said information must be kept strictly confidential within the Task Force and cannot be disclosed to anyone other than a member of the Task Force. Any disclosure issues or disputes will be resolved by the IRS-CI Supervisory Special Agent in conjunction with a representative of the United States Attorney's Office. 15. All media issues will be coordinated with the respective Special Agent in Charge (SAC) offices and the respective agency representatives. 16. This Memorandum of Understanding shall be in effect from the date of execution until 2009. An annual review should be conducted to ensure procedures and policies are adhered to. New investigative techniques and technology may also be analyzed and implemented. The provision of paragraph four (4.) Will continue until all potential liabilities have lapsed. 5 17. This Agreement maybe amended at any time by mutual written consent of all parties. AGREED AND CONSENTED TO: BRIAN J. WIMPLING, Special Agent in Charge Internal Revenue Service, Criminal Investigations BARRY KRISCHER, State Attorney Office of the State Attorney, Palm Beach County JIM ACRES, AIC, State Attorney's Office Money Laundering Task Force Chief WILLIAM McCOLLOM Tequesta Police Department Date Date Date Date 6 OFFICE OF THE STATE ATTORNEY FIFTEENTH JUDICIAL CIRCUIT STANDARD OPERATING PROCEDURE # 11.07 FINANCIAL CRIMINAL INVESTIGATIONS EFFECTIVE: NOVEMBER 1, 2000 I. POLICY: The purpose of this procedure is to establish guidelines and criteria for conducting financial criminal investigations. The guidelines set forth in this procedure will be used to identify acceptable practices and methods during financial criminal investigations, including preliminary steps prior to case assessment. While conducting criminal investigations, investigators will comply with all constitutional requirements. The investigative process may include interviews and interrogations, identifying, collecting, and preserving physical evidence, and surveillance. II. DEFINITION A. Case Assessment-The period of evaluation marking the time between when information is first received and when that information results in the opening of a financial criminal investigation. B. Crime Scene -The location where the crime occurred or where the indication of the crime exists. It includes the area where the crime was committed and any portion of the surrounding area over, or through which the suspect or victim passed en route to, or going away from the scene of the crime and/or any record information or data trail that reflects evidence of a crime. C. Financial Criminal Investigation-Suspected violations of law relative to any criminal activity (i.e.: narcotics, fraud, theft, etc.) that shows the potential for identifying the proceeds of criminal enterprise within the MLTF jurisdiction. D. Money Laundering Task Force lMLTF,~-The State Attorney's Office multi-agency task force comprised of duly constituted law enforcement agencies in the 15~' Judicial Circuit (Or surrounding circuits) who have a contributed staffing towards conducting financial investigations of criminal activities in violation of state and/or federal statutes. The MLTF shall be directed by a sworn law enforcement officer assigned fro the SAO Investigations Division. The MLTF membership will be governed by a Memorandum of Understanding (MOU) between the State Attorney and the chief (or sheriff) of the cooperating agency. 111. PROCEDURE: Investigators of the State Attorney's Office shall perform certain functions at the scene of a crime and potential criminal investigations that are both preliminary and follow up. IV. PRELIMINARY INVESTIGATIONS: A. The steps to be followed when conducting preliminary investigations include, but not limited to: 1. Observing all conditions, events and remarks; 2. Locating and identifying witnesses;. 3. Maintaining and protecting the crime scene and witnesses; 4. Interviewing complainants and witnesses; 5. Identifying and interview the suspect, if possible; 6. Arranging for the collection of evidence;. 7. Effecting the arrest of the suspect, and; Hays 1 OFFICE OF THE STATE ATTORNEY FIFTEENTH JUDICIAL CIRCUIT 8. Report the incident fully and accurately. V. FOLLOW-UP INVESTIGATION A. The steps to be followed in conducting afollow-up investigation shall include, but are not limited to: 1. Reviewing and analyzing all previous reports prepared in the preliminary phase. B. The procedure to accomplish this shall include but not limited to: Reviewing agency records and documentation related to the case: a. Police reports b. Affidavits c. Latent evidence reports d. Arrest affidavits e. Any other supplemental information. C. Contact the evidence unit and request copies of all evidence sheets pertaining to the case. D. Conduct additional interviews. 1. Determine who needs to be interviewed; 2. Determine how to contact the person to be interviewed: a. Telephone b. In person c. Other 3. Determine the goal of the interview. 4. Determine the type of interview to be conducted; a. For victim and/or witnesses 1. Apre-interview is used to determine is a formal interview is required. 2. A formal interview is described as being a sworn statement, written statement, or a videotaped interview. b. For suspects there are two types of interviews: 1. In custody-when considering as in custody interview the investigator shall determine: a. The suspects location b. The suspect accessibility c. If Miranda Rights have been given d. If not given the investigator shall administer Miranda Rights e. If the suspect has received Miranda, the investigator shall determine if the suspect has waived or not waived his rights f. If the suspect has not waived his Miranda Rights, no interview shall be conducted g. If the suspect has waived his Miranda Rights, the investigator may conduct the interview h. Documentation of the interview shalt be based on the cooperation level of the suspect. 2. Not in custody: a. The investigator shall determine the location of the suspect b. The investigator shall determine the accessibility of the suspect c. The investigator shall determine the need to Mirandize the suspect d. The investigator shall determine the criminal history of the suspect e. The investigator shall formulate a strategy to conduct the interview/interrogation and consider the following facts: 1. Does probable cause to arrest exist; IIays 2 OFFICE OF THE STATE ATTORNEY FIFTEENTH JUDICIAL CIRCUIT 2. What is the risk of violence; 3. What is the risk of flight or escape; 4. Method to be used to contact the suspect; 5. Location to contact the suspect. 5. Investigators shall be aware that other sources of information are available when conducting follow-up investigations. Sources to be considered when seeking additional information are, but not limited to: a. Police officers b. Informants c. FCIC/NCIC d. AFIS (Automated Fingerprint Information System) e. Auto Trac f. Pawn shop records g. Medical records h. PALMS/CLERKS computer systems i. Other agencies j. The Internet k. Medical Examiner I. SFISC (South Florida Investigative Support Center) m. Newspapers 6. The investigator shall determine if any laboratory results are pertinent to the case. a. If not pertinent, the laboratory reports shalt be filed with the case file b. If any of the laboratory reports indicate that evidence is pertinent to the case; a. Determine if further examination of the evidence is necessary and follow up as needed. b. When no further laboratory work is needed, insure the evidence is secured in accordance with established policy and procedure. c. Laboratory documents shall be secured with the evidence. 7. During the course of an investigation there may be some information that needs to be disseminated. When an investigator determines that information regarding the case needs to be disseminated or distributed, the investigator shall determine and pursue the manner of dissemination. Some methods are, but not limited to: a. FCIC/NCIC Teletype messages b. BOLO c. Telephone d. Department web site e. Public Information Office 8. When an investigator finds it necessary or desirable to conduct a search in the course of an investigation, the investigator shall actin accordance with agency policy and procedure and applicable State and Federal Laws. 9. In the process of identifying and apprehending suspects an investigator may use one or more of several techniques. The following techniques are authorized, at a minimum: a. FCIC/NCIC b. Criminal history records c. Intra-agency communications d. Mufti-agency communications and groups e. State Attorney's Office database 10. The collection of evidence at a crime scene shall be accomplished in accordance with agency policy and procedures. IIaya 3 OFFICE OF THE STATE ATTORNEY FIFTEENTH JUDICIAL CIRCUIT 11. An investigator may determine the involvement of a suspect(s) in other crimes by use of one or more of the following methods: a. Latent fingerprint comparison b. Photo line-up c. Live line-up d. Handwriting comparison e. Witness/victim statements f. Interrogations/confessions g. Surveillance h. On-scene identification i. Checking suspects criminal histories 12. During the course of an investigation, investigators shall check the criminal history of the suspect. This can be accomplished in a number of ways: a. FCIC/NCIC b. Agency records 13. From the moment an investigator is assigned a case, the investigator shall be aware that one of the major goals of the investigation is court presentation of the evidence. Keeping this in mind the investigator shall: a. Organize the case file in a clear and logical format b. Insure all listed pertinent evidence is available c. Review the case file d. Compile a case filing packet and forward the packet to the Intake Division 14. In order to assist in the prosecution of the case, the investigator shall: a. Provide whatever assistance may be required b. Respond in a timely manner to communications from the prosecutor 15. The constitutional rights of the suspect during a criminal investigation cannot be violated. In order to assure compliance with constitutional requirements during criminal investigations, investigators are directed by agency policy and procedure and FSS 901. VI. SURVEILLANCE: Occasionally it may become necessary or desirable for investigators to conduct surveillance. The following guidelines and provisions are established for such a case and shall be considered in a surveillance plan. A surveillance supervisor shall be designated. 1. Analyzing crimes and crime locations; a. Determine which investigators are to handle the surveillance b. Review all reports and documentation related to the suspect c. Review criminal histories(when the suspect is known) d. Gather and review information and data from other intelligence sources. 2. Identifying and analyzing possible suspects and their habits, associates, vehicles, methods of operation, or any other pertinent information; a. Review all reports and intelligence data b. Use Auto Trac for gathering information c. Utilize other intelligence sources, ie. Department of Justice, FDLE, etc. 3. Familiarizing the investigators with the neighborhood or target areas; a. All involved investigators shall review the case file with the surveillance team b. Surveillance participants should do a drive-by of the area to be surveilled if appropriate c. The entire surveillance team should be supplied with the documentation and information necessary for the surveillance 4. Determining operational procedure for observation, arrests, and the actual surveillance; Mars 4 OFFICE OF THE STATE ATTORNEY FIFTEENTH JUDICIAL CIRCUIT a. The supervisor shall determine which investigators will be involved in the operation b. The supervisor shall determine who will be in charge and who is to be in command under all anticipated circumstances c. The supervisor shall review, with the team, all contingency plans 5. Establishing a means of communications; a. At the surveillance briefing the type of communications will be determined; in addition, b. Radio frequencies and telephone numbers will be established; and c. Beeper numbers and transmitting frequencies for body-bugs(Unitel) shall be established 6. Selecting vehicle and equipment; a. At the surveillance briefing the supervisor shall determine which vehicle are to be used and insure that all team members are aware of same b. The supervisor shall determine what equipment is needed and insure that all members are properly equipped 7. The supervisor shall establish a schedule to insure that all members of the surveillance team are relieved regularly. 8. The supervisor shall be aware that resources are available when legal ramifications are a consideration. When in doubt, the supervisor shall contact the on call Assistant State Attorney. The supervisor shall insure that legal aspects are considered and met. 9. The supervisor shall draw expense funds from the Chief Investigator, when appropriate. VI. UNDERCOVER OPERATIONS: Occasionally it may become necessary or desirable for investigators to conduct undercover operations. All such operations shall be closely supervised and must have prior approval of the Chief Investigator. In the event an undercover operation is anticipated a written plan shall be formulated. The undercover plan shall include, but is not limited, to the following provisions: 1. Identifying and analyzing suspects; a. Determine which investigator is to handle the surveillance b. Review all reports and documentation related to the suspect c. Review criminal histories(when the suspect is known) d. Gather and review information and data from other intelligence sources. 2. Making contact with the suspect; a. The first consideration when planning and executing an undercover operation is and shall be in all cases, officer safety b. The back -up team shall maintain contact with the undercover investigator c. The officers involved in the operation shall develop contingency plans 3. Analyzing neighborhood or target areas where investigators will work; a. All involved investigators shall review the case file with the undercover team b. Undercover personnel should do a drive-by of the area to be surveilled if appropriate c. All investigators involved in the operation shall be supplied with the documentation and information necessary for the operation. 4. Suppling investigators with false identification and/or necessary credentials requires prior approval of the Chief Investigator. A record of all false identifications, obtained by investigators, will be maintained by the Chief Investigator or his designee. These records are to be confidential and not released without the approval of the Chief Investigator. The resources for obtaining false identification include, but are not limited to; a. Florida State Division of Motor Vehicle b. Prison identification from the Department of Corrections c. Credit cards(with State Attorney's approval) Hays 5 OFFICE OF THE STATE ATTORNEY FIFTEENTH JUDICIAL CIRCUIT 5. The supervisor shalt draw expense funds from the Chief Investigator. 6. The supervisor shall determine what equipment is needed and insure that all members are properly equipped. 7. Establishing means for routine and emergency communications; a. At the undercover operation briefing the type of communications will be determined; in addition, b. Radio frequencies and telephone numbers will be established c. Beeper numbers and transmitting frequencies for body bugs(Unitel) shall be established; and d. A prearranged signal shall be determined in the event of an emergency. 8. Determining legal ramifications; a. The supervisor shall be aware that resources are available when legal ramifications are a consideration. When in doubt, the supervisor shall contact the on call Assistant State Attorney. b. The supervisor shall insure that legal aspects are considered and met. 9. Guidelines for arrest are covered in SOP # 2.03 Arrest Procedures. The investigator will ensure that the rights of the suspect are not violated by adhering to all Federal and State Statutes. 10. The supervisor in charge of the undercover operation shall insure that sufficient manpower is available for operational security. This shall include a briefing with the back-up officers. 11. A supervisor shall be involved in all undercover operations while they are ongoing. VII. DECOY OPERATIONS; Occasionally it may be necessary or desirable for investigators to conduct a decoy operation. All such operations shall be closely supervised and must have prior approval of the Chief Investigator. In the event a decoy operation is anticipated a written plan shall be formulated. Copies of the plan shall be forwarded to the Chief Investigator. The Chief Investigator shall designate the operation supervisor. The decoy plan shall address, but is not limited to, the following provisions; 1. Analyzing victims, crimes, and crime locations; a. Determine which investigator(s) are to handle the decoy operation b. Review all reports and documentation related to the operation c. Review criminal histories(when the suspect is known) d. Gather and review information and data from other intelligence sources. 2. Disguising investigators to resemble victims; a. The supervisor in charge of the decoy operation shall insure that the decoy investigator is properly equipped and disguised. b. Funds may be available for the purchase of decoy disguises. 3. Determining the number of back-up investigators for security and protection; a. At the decoy operation briefing the operation supervisor shall determine the number of back-up investigators to be used b. Once established, the security of the decoy operation shall not be comprised 4. Developing operational procedures, such as observation and arrest; a. The supervisor in charge of the decoy operation shall insure that there is constant visual contact with the decoy investigator b. Investigators involved in decoy operations shall be familiar with agency policy and procedure regarding decoy operations c. The supervisor: 1). Will analyze the area of activity, will determine the location/site of the operation. The area selected shall enable the police units to control the suspect(s) or vehicle movement when effecting the arrest 2). Will ensure there is a unobstructed view of the undercover investigator and constant visual contact is maintained 3). Will monitor the undercover investigator at all times IIaye 6 OFFICE OF THE STATE ATTORNEY FIFTEENTH JUDICIAL CIRCUIT 4). Will test the monitoring equipment prior to the commencement of the operation. The range of the monitoring device will be established and the undercover investigator will be advised of the range 5). Will determine when the crime has been consummated and when the surveillance investigators will move in to effect the arrest 6). Will conduct a briefing for all participating investigators and give them their assignments. The briefing will also allow participating investigators the opportunity to view the undercover investigator so that there is no confusion when effecting the arrest 7). Will notify PBSO Communications Supervisor and local law enforcement agencies of the location of the operation d. Establishing Communications; 1). At the decoy operation briefing the type of communications will be determined; in addition, 2). Radio frequencies and telephone numbers will be established 3). Beeper number and transmitting frequencies for body bugs(Unitel) shall be established; and, 4). A prearranged signal shall be determined in the event of an emergency e. Determining Legal ramifications; 1). The decoy operation supervisor shall be aware that resources are available when legal ramfications are a consideration. When in doubt, the supervisor shall contact the on call Assistant State Attorney 2). The supervisor shall insure that legal aspects are considered and met f. The supervisor in charge of the undercover operation shall insure that sufficient manpower is available for the operational security. This shall include a briefing with the back-up investigators. g. The decoy operation supervisor shall notify local law enforcement of the operation by either telephone or in person that the operation will be underway in their area. h. A supervisor shall be involved in all decoy operations while they are ongoing. VIII. CASE FILES: A. Types of records to be maintained by investigators will include preliminary investigations report, statements, and any other information pertaining to the assigned case. Original case documents will be filed with the Investigations Division on an ongoing basis. B. Accessibility to files will be authorized by the appropriate supervisor for those investigators with the need to know or for those who may benefit from such files. C. Each investigator will control and maintain his/her case files for all open assigned cases. D. Cases designed as closed, exceptionally cleared, inactive, or unfounded will be maintained in the Investigations Division. E. The appropriate supervisor may review a investigator's case log, the initial case assignment or check the close out case 1•Ile when handling requests made on the status of a case should the assigned investigator be unavailable. F. Physical evidence and the original Evidence/Property Sheet will be maintained by the Property and Evidence Unit. G. Photographs generated by agency personnel will be maintained in the case file. H. The purging of original case files, supplements and pertinent information will be in accordance with applicable existing state law. Copies of records and copies of pertinent case documents may be maintained by the assigned investigator at his/her discretion and in compliance with public records laws. Mars 7 OFFICE OF THE STATE ATTORNEY FIFTEENTH JUDICIAL CIRCUIT Barry Krischer, State Attorney IIarE 8 ~Jf,\`. '`~ '`~~~ Financial Crimes Enforcement Network ., Department of the Treasury ,_~,~,~ October 10, 2006 FinCEN's 314(a) Fact Sheet Section 314(a) of the USA PATRIOT Act of 2001 (P.L. I07-56)', required the Secretary of the Treasury to adopt regulations to encourage regulatory authorities and law enforcement authorities to share with financial institutions information regarding individuals, entities, and organizations engaged in or reasonably suspected, based on credible evidence, of engaging in terrorist acts or money laundering activities. FinCEN issued a proposed rule on March 5, 2002, and the final rule on September 26, 2002 (67 Fed. Reg. 60,579). Section 314(a) requirements are now published in 31 CFR Part 103.100. Overview FinCEN's regulations under Section 314(a) enables federal law enforcement agencies, through FinCEN, to reach out to more than 45,000 points of contact at more than 27,000 financial institutions to locate accounts and transactions of persons that may be involved in terrorism or money laundering. FinCEN receives requests from federal law enforcement and upon review, sends requests to designated contacts within financial institutions across the country once every 2 weeks via either a secure Internet web site or via facsimile. The requests contain subject and business names, addresses, and as much identifying data as possible to assist the financial industry in searching their records. The financial institutions must query their records for data matches, including accounts maintained by the named subject during the preceding 12 months and transactions conducted within the last 6 months. Financial institutions have 2 weeks from the transmission date of the request to respond to 314(a) requests. If the search does not uncover any matching of accounts or transactions, the financial institution is instructed not to reply to the 314(a) request. FinCEN began processing 314(a) requests in November 2002. This system was temporarily suspended, based on feedback from system users. Following extensive consultations, FinCEN issued FAQ's to implement and streamline the process and resumed operation of the system in February 2003. Since that time, as with any new system, the process continues to be fine-tuned. On March 1, 2005, FinCEN ceased notifying the financial industry with a-mail attachments and began posting 314(a) requests on a secure Internet site. ' Section 314 is reprinted in the Historical and Statutory Notes to 31 U.S.C. § 5311. The Process Through an expedited communication system, FinCEN's 314(a) process enables an investigator to canvas the nation's financial institutions for potential lead information that might otherwise never be uncovered. The focus quickly zeros in on relevant locations and activities. This cooperative partnership between the financial community and law enforcement allows disparate bits of information to be identified, centralized and rapidly evaluated. It is important to note, however, that Section 314(a) provides lead information only and is not a substitute for a subpoena or other legal process. To obtain documents from a financial institution that has reported a match, a law enforcement agency must meet the legal standards that apply to the particular investigative tool that it chooses to use to obtain the documents. To ensure that Section 314(a) inquiries are being used only for appropriate cases, FinCEN's Section 314(a) process requires federal law enforcement to provide assurances that the request has been subject to appropriate scrutiny at the agency level and that the matter under investigation satisfies FinCEN's standards for processing a formal Section 314(a) inquiry. FinCEN requires all requesters to submit a form certifying that the investigation is based on credible evidence of terrorist financing or money laundering. Criteria for Money Laundering Requests Because money laundering encompasses such a wide range of underlying criminal activity, agencies must determine that a money laundering case is significant before submitting a 314(a) request to FinCEN. To ensure that this standard is met, FinCEN requires documentation showing the size or impact of the case, the seriousness of the underlying criminal activity, the importance of the case to a major agency program, and any other facts demonstrating its significance. In addition, law enforcement must certify in cases involving money laundering that all traditional means of investigation have been exhausted. The support for the assertion that other investigative alternatives have been exhausted or are unavailable must be provided in the form submitted to FinCEN for review prior to the request being submitted to financial institutions by FinCEN. To date, the 314(a) process already has proved to be successful, as illustrated below. Results have yielded productive leads for both terrorist financing and money laundering investigations. The immediate matches have, for example, led to the identification of new accounts, transactions, indictments, etc. and enabled law enforcement to efficiently direct its use of legal processes to promptly obtain critical evidence in numerous cases. Examples of 314(a) requests, based on money laundering, include: Hawala operation involving a sanctioned country Arms trafficking Alien smuggling resulting in fatalities • Cigarette smuggling • Nationwide investment fraud with many victims • International criminal network involved in identity theft and wire fraud • Multi-agency investigation of drug trafficking rings Results The 314(a) system has processed 570 requests submitted by seventeen Federal agencies from November 1, 2002 -October ] 0, 2006. Federal law enforcement organizations (LE) have submitted cases in the conduct of the following significant criminal investigations: Terrorism/TerroristFinandng - 202 cases Money Laundering - 368 cases (i vovzooz - ~oiioi2oo6> The investigations identified 4,803 subjects of interest. Of these, financial institutions (FI) responded with 32,441 total subject matches: 31,403 positive and 1,038 inconclusive. Feedback from Law Enforcement The 314(a) feedback from the law enforcement requesters has been overwhelmingly positive and has resulted in the discovery and/or issuance of the following: 2,155 New Accounts Identified 3,267 New Transactions 1,376 Grand Jury Subpoenas 19 Search Warrants 336 Administrative Subpoenas/Summons/Other 92 Arrests 103 Indictments 10 Convictions $20,560,239.64 Total Dollar Amount Located ~~ vov2ooz - ioiioizoo6> What is a HIFCA? High Risk Money Laundering and Related Financial Crimes Areas or HIFCAs were first announced in the 1999 National Money Laundering Strategy and were conceived in the Money Laundering and Financial Crimes Strategy Act of 1998 as a means of concentrating law enforcement efforts at the federal, state, and local levels in high intensity money laundering zones.* HIFCAs may be defined geographically or they can also be created to address money laundering in an industry sector, a financial institution, or group of financial institutions. What is the purpose of a HIFCA? The HIFCA program is intended to concentrate law enforcement efforts at the federal, state, and local level to combat money laundering in designated high-intensity money laundering zones. In order to implement this goal, a money laundering action team will be created or identified within each HIFCA to spearhead a coordinated federal, state, and local anti-money laundering effort. Each action team will: (1) be composed of all relevant federal, state, and local enforcement authorities, prosecutors, and financial regulators; (2) focus on tracing funds to the HIFCA from other areas, and from the HIFCA to other areas so that related investigations can be undertaken; (3) focus on collaborative investigative techniques, both within the HIFCA and between the HIFCA and other areas; (4) ensure a more systemic exchange of information on money laundering between HIFCA participants; and (5) include an asset forfeiture component as part of its work. How are HIFCAs designated? The statute mandating HIFCAs sets forth an extended list of factors that must be considered in designating a HIFCA. These factors encompass three general categories of information: 1. demographic and general economic data; 2. patterns of BSA filings and related information; and 3. descriptive information identifying trends and patterns in money laundering activity and the level of law enforcement response to money laundering in the region. *The Money Laundering and Financial Crimes Strategy Act of 1998, P.L. 105-310 (October 30, 1998) (the "1998 Strategy Act"), which calls for the designation of certain areas as areas in which money laundering and related financial crimes are extensive or present a substantial risk shall be an element of the national strategy developed pursuant to section 5341(b) of the Act. See 31 U.S. Code 5341(b) and 5342(b). How to apply for HIFCA Designation. HIFCA designations will be selected from localities that submit applications through FinCEN or from candidates proposed on the initiative of the Secretary of the Treasury or the Attorney General. Prospective localities wishing to be considered for HIFCA designation should submit a request for HIFCA designation in writing to the Director of FinCEN at the Financial Crimes Enforcement Network, Post Office Box 39, Vienna, Virginia 22183. The following information must be addressed in the letter: • description of the proposed area/entity/industry; • the focus and plan for the counter-money laundering projects that the designation will support; • the reasons such a designation is appropriate taking into consideration the relevant statutory standards; and • designate a point of contact. Applications will be reviewed by the HIFCA Designation Working Group, co- chaired by the Departments of the Treasury and Justice and composed of senior officials of the Criminal Division of the Department of Justice, the FBI, the DEA, IRS-CID, U.S. Customs Service, FinCEN, U.S. Secret Service, the United States Postal Inspection Service, and other appropriate agencies. The Working Group will consider and provide appropriate advice to the Secretary and the Attorney General regarding the applications. All applicants will be notified in writing regardless of whether they were accepted for HIFCA status or not. U.S. Department of Justice Office of Justice Programs , ~,' Money Laundering Offenders, 1994-2001 Mark Motivans, Ph.D. BJS Statistician During 2001, 1,477 defendants were charged in U.S. district courts with money laundering as the most serious offense filed. These defendants comprised 1.8% of all cases filed in U.S. district courts. Of cases concluded in 2001, 1,243 defendants were convicted of a money laundering offense.' Federal defen- dants sentenced for money laundering in 2001 were convicted of laundering amounts ranging from less than $2,000 to more than $100 million.z About 20% of the cases involved over $1 million. Offenders convicted of money launder- ing face prison terms of up to 20 years, fines up to $500,000 or twice the value of the property involved, and possible criminal and civil forfeiture related to the value of the property or funds involved. Federal money laundering statutes differentiate between monetary record and reporting offenses requiring finan- cial institutions to maintain reports and records of financial transactions 'Money laundering is defined as "the process by which criminals or criminal organizations seek to disguise the illicit nature of their proceeds by introducing them into the stream of legitimate commerce and finance." 2000-2005, Strategic Plan. U.S. Department of the Treasury, page 1. ZMonetary instruments include U.S. or foreign coins and currency, travelers' checks, personal checks, bank checks, money orders, investment securities and negotiable instruments (18 U.S.C. § 1956 (c)(5)). From 1994 to 2001 almost 18,500 defendants faced a money laundering-related charge filed in a U.S. district court Number of defendants with money laundering as any offense charged 3,000 Laundering/ racketeering (Title 18- 2,000 1,000 Monetary record and reporting (Title 31) 0 1994 1996 1998 2000 2001 Source: Administrative Office of the U.S. Courts, criminal master file, fiscal year. • Between 1994 and 2001 about 18,500 defendants were charged in U.S. district court with money launder- ing as any charge. Over this same 7-year period, 10,610 were charged with money laundering as the most serious offense filed; 9,169 money laundering defendants were convicted. • Nearly half of all Federal money laundering matters were referred in the six geographic areas defined as High Intensity Financial Crimes Areas by the U.S. Departments of Treasury and Justice. • About 60% of laundering/racketeer- ing (Title 18) offenses prosecuted involved an underlying property offense (embezzlement or fraud); about 17% involved drug trafficking; and about 7% involved racketeering or violations of customs laws. • About 9 in 10 defendants prosecuted for money laundering were convicted, with 9 in 10 convictions occurring by guilty plea. Nearly 3 out of 4 convicted defendants received a prison term, with the average sentence of just over 4 years. • In 2001 the 22 commercial defen- dants charged with money laundering included auto dealerships, grocery stores, banks, furniture stores, construction firms, and beauty shops. They represented a small fraction of money laundering defendants. July 2003, NCJ 199574 Federal Justice Statistics Program Selected Federal money laundering statutes Money laundering offenses in this report are defined according to Title 18 (Chapter 95, Racketeering) and Title 31 (Chapter 53, Monetary Transactions) of the Federal criminal code: Title 18 statutes (Laundering/racketeering) Laundering of monetary instruments (18 U.S.C. § 1956) involves intending to transport or transfer monetary funds knowing that property represents the proceeds of unlawful activity. Engaging in monetary transactions in property derived from specified unlaw- ful activity (18 U.S.C. § 1957) involves knowingly engaging in a monetary transaction involving criminally derived property valued at more than $10,000. Prohibition of unlicensed money transmitting businesses (18 U.S.C. § 1960) involves failing to comply with Treasury regulations (that is, business registration and other required in#orma- tion) pertaining to money transmitting businesses (that is, currency dealers and exchangers, check rashers, and money transmittal businesses). Title 31 statutes (Monetary record and reporting) Reporting on exporting and importing monetary instruments (31 U.S.C. § 5316) involves the failure to file a Report of International Transportation of Curren- cy or Other Monetary Instruments (CMIR) when conveying such instruments of more than $10,000 at one time out of, into, or through the United States. Structuring transactions to evade reporting requirement (31 U.S.C. § 5324) involves causing a domestic finan- cial institution to fail to file a required report or to file a report that contains an omission or misstatement of fact, or to structure any transaction. Structuring involves conducting financial transactions with the purpose of evading reporting requirements (that is, "breaking down a single sum of currency exceeding $10,000 into smaller transactions to evade reporting requirements"). See 31 C.F.R. 103.11. Failure to file a currency transaction report (CTR) on cash transactions involving more than $10,000 (31 U.S.C. § 5313) . involving more than $10,000 (originat- ing from the 1970 Bank Secrecy Act)3 and laundering/racketeering offenses in which financial transactions involve the proceeds of specked unlawful activities (originating from the Money Laundering Control Act of 1986).' The monetary record and reporting statutes focus on tracking illicit assets via financial institu- tion reporting requirements while the laundering/racketeering statutes focus on the conversion of illicit assets and their use to promote additional crimes. The bulk of Federal money laundering enforcement focuses on the underlying criminal offenses that produce the funds to be laundered. law enforce- ment uses a "follow-the-money" approach to trace illicit proceeds from such crimes as drug trafficking, health care fraud, and terrorism.s U.S. attor- neys may apply the laundering/racket- eering statutes when a financial trans- action involves the proceeds and/or concealment of the source of proceeds for any of over 250 offenses or "speci- fied unlawful activities" (SUA's).6 331 U.S.C. §§ 5311-5332. °18 U.S.C. §§ 1956, 1957, and 1960. SSee Lester M. Joseph, "Money Laundering Enforcement: Following the Money," Economic Perspectives: An Electronic Journal of the U S. Department of State, 6, 2, 2001, and R.T. Nay- lor, Follo-wthe-Money Methods in Crime Contra! Policy, Nathanson Centre of Organized Crime and Corruption, York University, Toronto, 1999. eSee Money Laundering Statutes and Related Materials, Asset Forfeiture and Money Launder- ing Section, U.S. Department of Justice, April 2002. This report uses data from the Federal Justice Statistics Program (FJSP) to describe the criminal case processing of money laundering offenders in the Federal criminal justice system. Unless indicated otherwise, the designations "lead charge"' and "primary" or "most serious filing offense a describe money laundering violators across prosecu- tion, adjudication, and sentencing. The exception to these designations occurs where money laundering is described as any offense filed in U.S. district court. (See Highlights figure.) During 2001 the laundering/racketeer- ing statutes comprised the bulk of defendants charged with a money laundering offense as the most serious offense (&4%). Three in five of these Title 18 money laundering violations were associated with property-related SUA's such as bank embezzlement, fraud, transportation of stolen property, and counterfeiting (63%). Drug traffick- ing offenses were the second most common SUA's (16%), followed by public-order (7%) (including racketeer- ing, witness tampering, customs laws, '"Lead charge" is the substantive statute that is the primary basis for investigation by U.S. attorneys and is not necessarily the charge with the greatest potential sentence. e"Most serious offense" is the filing offense that yields the statutory maximum penalty. See the methodology section in the Compendium of Federal Justice Statistics, 2000 (NCJ 194067). and other offenses) and violent offenses (4%).9 In 2001 monetary record and reporting offenses made up the remaining 16% of defendants charged with a money laundering offense. Monetary record and reporting offenses do not require a specified unlawful activity or underlying offense. Rather, these Bank Secrecy Act (BSA) statutes, by requiring records of currency transactions, provide a paper trail which enables enforcement agencies to uncover the illicit concealment of monetary instru- ments. In addition to financial institu- tions, BSA reporting requirements apply to securities brokers and dealers, casinos, and money exchange businesses.10 Referrals to U.S. attorneys for prosecution During 2001, 1,437 suspects were referred to U.S. attorneys with money laundering as the lead charge (down 34.4% from 2,191 referrals in 1994). These suspects comprised 1.2% of the total 121,818 referred. Money launder- ing included 1,073 defendants investi- gated for laundering/racketeering 9Title 18 money laundering counts generally involve a SUA. Information on SUA's was missing in 10% of cases due in part to sting cases in which an associated unlawful activity does not apply (18 U.S.C. § 1956(a)(3)) andlor instances in which information was not recorded during court processing. 1031 C.F.R. 103. 2 Federa/ Justice Statistics Program Targeting money laundering enforcement efforts High Intensity Financial Crimes Area (HIFCA) designations were enacted as a part of the Money Laundering Strategy Act of 1998, (P. L. 105-310) to prioritize law enforcement efforts in areas where money laundering and related financial crimes present a greater need. To date, the Secretary of the Treasury and the Attorney General have named six HIFCA's: • New York/New Jersey • San Juan/Puerto Rico • Los Angeles • the southwestern border including Arizona and Texas • the Northern District of Illinois (Chicago) • the Northern District of California (San Francisco). Of the 1,437 matters referred to U. S. attorneys where money laundering was the lead charge, 625 (44%) were referred from judicial districts associated with an HIFCA designation. Related to HIFCA's are the High Intensity Drug Trafficking Areas (or HIDTA's). Congress established the HIDTA program to operate under the direction of the Office of National Drug Control Policy (ONDCP) by the Anti-Drug Abuse Act of 1988 (P.L.100-690) and the ONDCP Reauthorization Act of 1998. HIDTA's were created to counter drug trafficking in areas where drug enforcement needs are greatest to include the money laundering-drug trafficking nexus. All six HIFCA's were also desig- nated as HIDTA's. Matters referred to U.S. attorneys with money laundering as most serious charge, by Federal judicial district, 2001 5.~ N..,Yarkl New Jersey ..- Los Angeles !San Juan, PR ~- Southwest.Sorder J .e .~ fl Number referred ..- n No referrals ~ 26 t° 75 U , to 25 ~ 75 to 200 Source: Executive Office Por the U.S. Attorneys, central system file 10 Federal judicial districts with largest number of matters referred with money laundering as most serious charge, 2001 Money Percent of money laundering matters referred by offense type Total Number laundering of money matters as number laundering a percent of Title 18 of matters matters all matters Monetary record percent Judicial district referred referred referred Laundering/racketeering and reporting of total Southem Distract of Florida 3,880 106 2.7% ~ 75% Southem District of New York 3,160 83 2.6 ~ 84 District of Puerto Rico 1,724 78 4.5 _~ _ ~ 63 Eastern District of New York 2,838 71 2.5 -- - - ~ 46 Southern District of Texas 6,075 64 1.1 ~ ~ 78 Middle District of Florida 3,237 55 1.7 _ ~ 87 District of Arizona 5,099 53 1.0 ~ 53 District of New Jersey 1,537 52 3.4 ~ ~ 83 Central District of California 3,433 49 1.4 [ ~ 76 Northern District of California 1,769 45 2.5 - -J 74 All Federal districts 121,818 1,437 1.2 - - -_.. -- -- ~ 75 0% 25% 50% 75% 100°k Money Laundering Offenders, 1994-2001 3 (down 33% from 1994) and 364 for record and reporting offenses in 2001 (down 37% from 1994). Half the money laundering-related referrals to U.S. attorneys in 2001 were from 10 judicial districts. The U.S. attorney in the Southern District of Florida received the most referrals (106), followed by the Southern District of New York (83), Puerto Rico (78), and the Eastern District of New York (71). Federal agency referral of matters evaluated for prosecution Multiple Federal agencies are involved in investigating money laundering viola- tions and referring matters to U.S. attorneys for prosecution." In fiscal year 2001 U.S. attorneys evaluated 1,573 suspects for prosecution for alleged money laundering violations, representing 1.3% of the 118,977 Federal matters concluded by U.S. attorneys in 2001. More than 30 Federal, State, and local agencies provided referrals, with the majority coming from agencies of the Depart- ments of Treasury or Justice (table 1). Referrals by agencies of Treasury During 2001 the Treasury Department referred 896 (57%) suspects to U.S. attorneys in matters with money laundering-related charges. Treasury referred more than three-quarters of monetary record and reporting suspects. From 1994 to 2001 the total of Treas- ury referrals decreased 46% from 1,645. The largest part of the decrease occurred in monetary record and reporting violations (down 59% from 663 matters referred in 1994 to 274 in 2001). Of all referring agencies, the U.S. Customs Service (USCS) had the most referrals for monetary record and reporting offenses during 2001 (54% "The provisions of the Homeland Security Act of 2002 (P.L. 107-296), transferred the Treasury Department's Bureau of Alcohol, Tobacco and Firearms to the Bureau of Alcohol, Tobacco, Firearms and Explosives in the Department of Justice. Treasury's Secret Service became a part of the Department of Homeland Security. Table 1. Matters concluded by U.S. attorneys with money laundering as lead charge, by investigating agency, 2001 Refening Laundering! Monetary records law enforcement racketeering and reporting agencya Total Number Percent Number Percent All agenaes 1,573 1,220 77.6% 353 22.4% Department of Treasury 896 622 69.4% 274 30.69'° U.S. Customs 376 184 48.9 192 51.1 Internal Revenue Service 444 368 82.9 76 17.1 All other Treasury° 76 70 92.1 6 7.9 Department of Justice 614 560 91.2°~ 54 8.8°k Federal Bureau of Investigation 423 376 88.9 47 11.1 Drug Enforcement Administration 139 132 95.0 7 5.0 All other Justice` 52 52 100.0 0 - Other° 63 38 60.3% 25 39.4°k --Less than 0.5°~. aReflects agency designations prior to the Homeland Security Act of 2002. °Includes Alcohol, Tobacco and Firearms, Secret Service, and joint 5tate/local task forces. `Includes Immigration and Naturalization Service, U.S. Marshals Service, and joint State/local task forces. °Includes U.S. Postal Service, Food and Drug Administration, Securities and Exchange Commission. Data source: Executive Office for U.S. Attomeys, central system file. or 192). Money laundering matters referred to U.S. attorneys comprised 4.2% of all matters referred by the USCS (not shown in table). Charged in part with enforcing money laundering laws at U.S. borders, the USCS accounted for the bulk of importing/ exporting monetary instrument viola- tions (31 U.S.C. § 5316) referred for prosecution in 2001. Of 178 matters concluded in which importing/exporting monetary instruments was charged, the USCS had referred 96% (171). The Financial investigations Division of the USCS conducts undercover drug money laundering operations. Since the terrorist attacks of September 11, 2001, the division has coordinated "Operation Green Quest" to "identify and dismantle" the financial structure used to fund terrorist activity (U. S. Customs Service Annual Report, Fiscal Year 2001). The Internal Revenue Service (IRS) referred 28% of suspects with a money laundering-related charge in matters concluded during 2001. IRS investiga- tors deal with complex financial crimes (including money laundering and tax evasion and asset forfeiture). Money laundering comprised 21 % of all matters referred by the IRS in 2001 From 1994 to 2001 the number of Treasury referrals declined 59% for record/ reporting violations (Title 31) and 37% for laundering/racketeering violations (Title 18) Suspects referred for Suspects referred for Title 31 offenses Title 18 offenses soo 1,000 U.S. Department of Treasury 600 U.S. Department of Treasury 750 4001 500 U.3. Department of Justice 200 250 U.3. Dapartment of Justice Oi 1994 0 1994 1996 1998 2000 2001 1996 1998 2000 2001 Note: The money laundering referral was the lead charge. Source: Executive Office for U.S. Attomeys, central system file. Figures 2 and 3 4 Federal Justice Statistics Program ^ The Money Laundering Suppression Act (1994) ^ The Anti- ^ USA Drug Abuse PATRIOT Act (1988) I Act (2001) I I ^ The Money I ^The Money Laundering Laundering Control Act and Financial (1986) Crimes Strategy Act (1998) The Bank Secrecy Act of 1970 (BSA) gave Treasury authority to require monetary record and reporting by financial institutions. The intent was to prevent criminals from using financial institutions to conceal or launder money generated from crime. (See 31 U.S.C. §§ 5311-5332.) Initially used to deter tax evasion and money laundering by organ- ized crime, the BSA statutes are applied in the investigation of an array of offenses ranging from drug trafficking to financing terrorist acts. BSA regulations enable the detection of criminal, tax, and regulatory violations by providing a paper trail that follows the flow of money. Financial institutions are required to report transactions involving - • currency of more than $10,000 (Currency Transaction Report) • transportation of more than $10,000 in currency into or out of the United States (Currency or Other Monetary Instruments Report) • suspicious activity that may indicate a law has been broken (Suspicious Activity Report). The Money Laundering Control Act of 1986 criminalized money laundering, creating the first Federal money launder- ing laws (18 U.S.C. §§ 1956, 1957). The offenses included knowingly helping to launder money from criminal activity, knowingly engaging in a monetary trans- action of more than $10,000 with property derived from criminal activity, and structur- ing transactions to avoid BSA reporting requirements. The act also enumerated SUA's. The Anti-Drug Abuse Act of 1988 enhanced reporting requirements (stricter identification and record keeping when using cash to buy monetary instruments) and expanded criminal and civil penalties against money laundering. It also provided the Treasury with authority to require geographically targeted currency transac- tion reports. The Money Laundering Suppression Act of 1994 created more stringent requirements on the procedures used by financial institution examiners and expanded examiner training to improve detection of laundering in financial institutions. The Money Laundering and Financial Crimes Strategy Act of 1998 focused on counter-money laundering support at the State and local levels. The act created the following: • The National Money Laundering Report. Treasury, together with Justice, set forth a national plan for all levels of government to coordinate anti-money laundering activi- ties. The 2002 objectives included enhancing law enforcement of money laundering organizations and systems, improving State and local law enforcement efforts, and measuring the effectiveness of anti-money laundering activities. • Designation of areas at a high risk for financial crimes/money laundering activity (High Intensity Financial Crime Areas) • Financial Crime-Free Communities support programs that provide "seed money' of up to $300,000 to State and local programs to counter money laundering. The Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 toughened accountability of U.S. banks in their dealings with foreign correspondent banks, strengthened laws responding to the problem of terrorist financing and its connection with money laundering, and strengthened asset forfeiture laws in matters involving funding of terrorist activi- ties. In addition, the USA PATRIOT Act created a new money laundering statute: Bulk cash smuggling (18 U.S.C. § 5332). The new statute prohibits the concealment and transfer of more than $10,000 across the border with the intent to evade reporting requirements. Convicted defendants are subject to a greater sentence than a reporting violation (that is, 18 U.S.C. § 5316) and all property involved in bulk cash smuggling is subject to criminal and/or civil forfeiture. (not shown in table). The number of suspects whom the IRS referred for money laundering offenses decreased 59% from 1,077 in 1994 to 444 in 2001. Reduction in referrals was great- erfor monetary record and reporting violations (-83%) than for laundering/ racketeering offenses (-41 %). The Secret Service investigates finan- cialfraud schemes and currency counterfeiting. During 2001 the Secret Service referred 8 money laundering matters, down from 19 in 2000. The Bureau of Alcohol, Tobacco and violation peaked in 1995 with 725 refer- Firearms referred 26 money laundering rats and decreased in 1998 (425) matters to U.S. attorneys during 2001. before increasing to 650 during 2001. Referrals by Justice agencies During 2001 law enforcement agencies of the Department of Justice referred 614 (39%) money laundering suspects to U.S attorneys, the bulk of which were for laundering/racketeering offenses with specified unlawful activi- ties (91 %). The number of Justice referrals with alaundering/racketeering The FBI was the source of the largest number of Title 18 referrals (31 %). The FBI has primary or dual jurisdiction over most of the specified unlawful activities listed under the money laundering statutes. The FBI's Money Laundering Unit uncovers money laundering schemes which are a part of drug trafficking, organized crime, violent crime, and white collar crime. Money Laundering Offenders, 1994-2001 5 Reporting of suspicious activity From 1997 to 2001 the number of Suspicious Activity Reports submitted increased 206%. States with the highest suspicious activity reporting rates per 100,000 persons in the general population were New York, Nevada, and California (derived from FinCEN, SAR Activity Report, 2002). The New York metropolitan area had more than an estimated 14,000 Suspi- cious Activity Reports filed in fiscal years 1998 and 1999, with a reported aggregate amount of over $33 billion (National Drug Intelligence Center, 2001). In the same period, Los Angeles had the second highest number, 5,171, with an aggre- gated value of more than $7 billion. Suspicious Activity Reports filed for money laundering violations, 1997-2001 Number of SAR filings 120,000 Suspicious Activity Reports filed for money laundering violations per 100,000 State residents, 2001 80,000 ao,ooo o °"G-'-~ 1997 1998 1999 2000 2001 April 1 March 31 Figure a Source: Financial Crimes Enforce- ment, U.S. Department of the Treasury, The SAR Activity Review, 3. Of the 30,708 total matters referred by the FBI for prosecution during 2001, 1.4% had money laundering as the lead charge. The Drug Enforcement Administration (DEA) often works in conjunction with other agencies in investigating money laundering as it pertains to drug offend- ing. During 2001 the DEA referred to U.S. attorneys 139 matters with money laundering as the lead charge. These comprised about 1% of the 16,844 DEA referrals. Referrals by other agencies As a money service business, though a non-banking institution, the U.S. Postal Service (USPS) is required to comply with the Bank Secrecy Act reporting requirements. The USPS also investi- gates the illicit use of postal financial products to include money laundering. The USPS referred 25 money launder- ing matters to U.S. attorneys for prose- cution (less than 1 % the 4,010 referrals for all matters referred by the USPS). Matters prosecuted Of money laundering matters concluded during 2001, 54% were declined for further prosecution. Forty percent of laundering/racketeering matters were prosecuted in U.S. district court, and 64% of monetary record and reporting violations were prosecuted. (Exporting/importing monetary instru- ments had the highest prosecution rate Table 2. Defendants charged in U.S. district court with a money laundering offense, by most serious offense charged, 2001 Most serious offense charged Total Percent Totals 1,477 100.0°~ Laundering/racketeering offenses (Title 18 offenses) 1,245 84.0% Laundering of monetary instruments (18 U.S.C. § 1956) 1,100 74.5 Speafied unlawful activity (SUA) associated with money laundering Violent 24 1.6 Property 693 47.1 Drug 175 11.8 Public-order 75 5.1 Unknown/not reported° 133 8.9 Engaging in transactions using property derived from specified unlawful activities (18 U.S.C. § 1957) 140 9.5 Speafied unlawful activity (SUA) assocated with money laundering Violent 42 2.8 Property 39 2.6 Drug 2 - Public-order 40 2.7 Unknown/not reported° 17 1.2 Illegal money changing business (18 U.S.C. § 1960) 5 -- Monetary record and reporting offenses (Title 31, Bank Secrecy Act offences) 232 16.0% Exporting/importing monetary instruments (31 U.S.C. § 5316) 135 9.1 Structuring monetary transactions (31 U.S.C. § 5324) 94 6.4 Failure to file Currency Transaction Report (CTR) (31 U.S.C. § 5313) 3 -- -Less than 0.5%. '630 defendants were charged with a money laundering-related offense as a secondary offense. °Not reported on indictment because cases were sting cases in which SU A did not ap ply or infor- mation was not recorded during court processing. Source: Administrative Office of the U.S. Courts, criminal master file, fiscal year. of the component offenses that comprise money laundering: 87%.) From 1994 to 2001 the prosecution rate for monetary record and reporting offenses increased from 38% to 64% while the prosecution rate for laundering/racketeering declined slightly (from 46% in 1994 to 40% in 2001). • Of the 855 declinations for prosecu- tion, 13% were prosecuted by other 6 Federal Justice Statistics Program SAR Oling rate per 700,000 popuWtlon ~; t8a0 . > W From 1994 to 2001 the percentage prosecuted of those suspected of monetary record and reporting offenses (as lead charge) increased from 38% to 64%. Prosecutions for laundering/racketeering declined from 46% to 40% of suspects considered. Percent of matters prosecuted 1 oo°r° 75% Monetary record and reporting 50% Laundering/racketeering 25% o°i° _ _ _ _ lssa lsss 1ss8 fn 1994, 77% of defendants adjudicated for monetary record and reporting were convicted; in 2001, 92% were convicted. The percent of laundering/racketeering defendants convicted rose from 81% to 87%. Percent of cases convicted 100% I Monetary record and reporting 75%~.~ Laundering/racketeering 50% 25% - o%' - __ --__ _ 2000 2001 1994 1998 1998 2000 2001 Matters concluded in fiscal year. Source: Executive Office for U.S. Attorneys, central system file. Cases terminated in fiscal year. Source: Administrative Office of the U.S. Courts, criminal master file, fiscal year. Figur°s 5 and 6 authorities or prosecuted on other charges (not shown in table). • 23% of matters were declined for lack of criminal intent, 19% due to insuffi- cient or weak evidence, and 17% at the request of the referring agency (not shown in table). Cases filed in U.S. district court During 2001, 1,477 defendants were charged with money laundering. Laundering/racketeering offenses comprised 84% (laundering of monetary instruments, 74.5% and engaging in monetary transactions using property derived from specified unlawful activity, 9.5°10), and monetary record and reporting 16% of cases (exporting/importing monetary instru- ments, 9%, structuring financial trans- actions, 6%) (table 2). The principal money laundering statutes (18 U.S.C. § 1956 and 1957) apply in cases where transactions involved proceeds from a broad range of specified unlawful activities. During 2001, 1,100 defendants were charged with laundering of monetary instruments. Of these defendants, 63% were also charged with a property offense (for example, bank fraud, embezzlement, and counterfeiting); 16%, with a drug offense (for example, importing/export- ing controlled substance and selling or distributing marijuana). Public-order offenses (for example, racketeering, bribery, and extortion) comprised 7% and violent offenses (includes kidnap- ing and bank robbery) 2% of cases in which money laundering was the most serious offense filed. Specified unlaw- ful activities information was not indicated in 12% of cases. Of the 140 defendants charged with engaging in monetary transactions using property derived from specified unlawful activity, the most common SUA's included bank robbery and kidnaping (30%) followed by public- order (29%) and property offenses (28%). Adjudication of money laundering defendants in U.S. district court About 88% of 1,420 adjudicated defen- dants were convicted. Of the 1,243 convicted defendants, 91 % had pleaded guilty, and 9% were found guilty at trial (table 3). Of the 177 cases that did not result in a conviction, most (82%) were dismissed. Ninety-four percent of defendants adjudicated for exporting/importing monetary instru- ments were convicted, and of those convicted, 98% had pleaded guilty. Monetary reporting and recording offenses had a slightly higher convic- tion rate (92%) compared to laundering/racketeering offenses (87%). Table 3. Disposition of cases adjudicated in U.S. district court, by money laundering as most serious offense, 2001 Number of defendants in criminal cases terminating during 2001 who were - Percent Convicted Not convicted Most serious offense filed Totat convicted Total Guilty plea Trial Total Dismissed Trial Total 1,420 87.5% 1,243 1,130 113 177 145 32 Laundering/racketeering 1,179 86.6 1,021 912 109 158 129 29 Laundering of monetary instrument 1,043 85.8 895 799 96 148 119 29 Engaging in transactions 130 92.3 120 107 13 10 10 0 Prohibition of money exchange 6 100.0 6 6 0 0 0 0 Monetary record and reporting 241 92.1 222 218 4 19 16 3 Exporting>importing monetary instruments 140 93.6 131 129 2 9 8 1 Structuring transactions 96 90.6 87 85 2 9 7 2 Failure to report currency transaction 5 80.0 4 4 0 1 1 0 Source: Administrative Office of the U. S. Courts, criminal master file, fiscal year. Money Laundering Offenders, 1994-2001 7 Money laundering as a secondary offense In addition to the 1,477 defendants charged with money laundering as the primary charge during 2001, money laundering was a secondary offense in 630 cases. Of these 630 cases, the most serious offense charged was drug-related (90%), followed by property (6%), public- order (4%), and violent offenses (1%). Between 1994 and 2001 the number of defendants with any money laundering- related charges filed in U. S. district court reached a peak in 1998 at 2,712 cases (an increase of 42.5% from 1994), followed by a decrease to 2,107 cases in 2001 (but an overall increase of 10.7% in number of cases from 1994). The number of defendants with money laundering as a secondary charge increased 11 %, and the number of defendants with money laundering as the most serious offense increased 10%. Ninety-two percent of the 623 defendants adjudicated for money laundering as a secondary offense during 2001 were convicted. Of those convicted, 6% of convictions were obtained via trial verdicts. Drug trafficking had the highest rate of conviction (92%). About 90% of defendants convicted of money laundering as a secondary offense received a prison sentence. Rates of imprisonment varied across the types of offenses (drug offenses, 90%; property offenses, 73%; and public-order offenses, 72%). Defendants with a drug offense as the most serious offense received prison terms with an average 97 months, compared to 44 months for property offend- ers. Prison terms for public-order offenses (including racketeering/ extortion) had an average of 70 months. Between 1994 and 2001 defendants charged with money laundering as either a primary or secondary offense were most often charged with money laundering as their primary offense Number of defendants with money laundering as primary or secondary offense 3,0001 Violen 2,500 public-orde Property 2,000 1,500 M~ 1,000 500 Drug tratflcking and Laundering/racketeering o' 1994 1997 2000 2001 Figure 7 Most serious offense of defendants adjudicated and sentenced with money laundering as a secondary offense, 2001 Number of persons Mean imposed sentenced to - prison Most serious Total Percent Any Probation sentence offense filed adjudicated convicted prison only Other (in months) Total 623 91.7% 512 41 18 93.5 Violent 4 100.0 4 0 0 -- Property 34 88.3 25 5 0 43.8 Drug 560 92.1 465 33 18 97.3 Public-order 25 84.0 18 3 0 69.5 __ ote: Detail exGudes observations missing a particular characteristic. --Not calculated, too few cases. Source: Administrative Office of the U.S. Courts criminal master file, fiscal year Case processing time During 2001, the average processing time from filing to disposition was 17 months for money laundering defen- dants. Of money laundering cases adjudicated, trials took an average of The average prison term for a Federal money laundering offense increased from 44 months in 1994 to 48 months in 2001 Average number of months of prison imposed so Laundering/racketeering 40 20 Monetary record and reporting o - -- 1994 1996 1998 2000 2001 Figure 8 22 months (from case filing to disposi- tion), compared to an average of 15 months for cases which were the result of a guilty plea (of the 1,420 criminal cases terminating in U.S. district courts in 2001). Laundering/racketeering offenses were processed on average within 18 months, 7 months longer than monetary records and report violations. Characteristics of defendants convicted of money laundering Defendants sentenced for money laundering as the most serious filing offense were primarily male (80%), U.S. citizens (77%), over age 35 (70%), and white (52%) (table 4). One in three defendants convicted of money laundering had a prior adult conviction. Defendants with a monetary record and reporting filing offense were less apt to be U.S. citizens (52%) and compara- tively less likely to have a prior criminal history (21%) than laundering/racket- eering defendants. A greater share of defendants with a monetary record and reporting offense were female (29%) and Hispanic (48%) than defendants convicted of laundering/racketeering offenses. During 2001, 80% of monetary record and reporting offenses and about 50% of laundering/ racketeering offenses were disposed of in 1 year or less Percent of cases disposed 100% 7s°io Laundering/ racketeering so°i° 25% Monetary record and reporttng o°i° -- - 0 12 24 36 48 60 Months from filing to disposition Source: Administrative Office of the U.S. Courts, criminal master file, fiscal year. Figure 9 8 Federal Justice Statistics Program Table 4. Characteristics of convicted money laundering defendants, 2001 Laundering/racketeering Monetary record and reporting Defendant To tal (Title 18 offenses) (Title 31 offenses) characteristics Number Percent Number Percent Number Percent Total 1,243 100.0°~ 1,021 100.0% 222 100.0°~ Gender Male 912 80.0% 766 82.0% 146 70.9°k Female 228 20.0 168 18.0 60 29.1 Race/ethnicity White non-Hispanic 593 52.3% 521 56.1% 72 35.1% Black non-Hispanic 186 16.4 162 17.5 24 11.7 Hispanic 292 25.8 193 20.8 99 48.3 Other 62 5.5 52 5.6 10 4.9 Age 18-24 yr 55 4.9% 31 3.4% 24 11.8% 25-34 yr 286 25.3 231 25.0 55 27.0 35-44 yr 350 31.0 286 30.9 64 31.4 45-59 yr 335 29.7 289 31.2 46 22.6 60 or older 103 9.1 88 9.5 15 7.4 Citizenship U.S. citizen 867 76.6°~ 761 81.9°~ 106 52.2% Non-U.S. rtitizen 265 23.4 168 18.1 97 47.8 Prior criminal history* No convictions 759 66.6% 596 63.8°~ 163 79.1 °~ Prior adult convictions 381 33.4 338 36.2 43 20.9 - ---- ote: tai excludes defendants for whom a particular characteristic was not reported. "A criminal record is limited to prior adult convictions. For some defendants in this table, it is further limited to the portion that is relevant for calculating sentences under the Federal sentencing guidelines. Source: Administrative Office of the U.S. Courts, criminal master file was merged with Pretrial Services Agency (PSA) and U.S. Sentencing Commission (USSC) data files. These latter two files contain information on characteristics of defendants. Sentencing outcomes During 2001, of the 1,243 defendants convicted for money laundering, 72% received a sentence to a prison term, and 24% received probation only (table 5). Defendants convicted of laundering/ racketeering (79%) were more likely than defendants convicted of monetary record and reporting violations (40%) to receive a term of imprisonment. Eighty percent of defendants convicted of laundering of monetary instruments or of engaging in transactions from unlawful activity received a sentence to prison. Imprisonment was less likely for defendants convicted of exporting/ importing monetary instruments (41 %) and structuring illegal financial transac- tions (38%). The average prison sentence imposed for defendants convicted of money laundering was 48 months. The 712 defendants that received a prison sentence for laundering of monetary instruments received a longer prison term, on average, than for other money laundering offenses (53 months). More than half of defendants convicted of structuring financial transactions received probation only as a sentence. Probation terms imposed were great- est, on average, for laundering of monetary instruments (44 months) and least, for structuring financial transac- tions (31 months). A total of 256 defen- dants with money laundering as the most serious offense of conviction received an average fine of $40,808. The median fine amount was $2,750. Table 5. Type of sentence imposed following a conviction for a money laundering offense, 2001 Imposed prison Probation Percent sentence (in months) (in months) Any Probation Most serious offense filed Total orison only Other Mean Median Mean Median otal Fine Mean edian Total 1,243 72.0 23.7 4.3 48.4 36.0 38.5 36.0 256 $40,808 $2,750 Laundering/racketeering 1,021 79.0 18.0 2.9 51.9 37.0 42.6 36.0 190 53,109 3,000 Laundering of monetary instruments 895 79.6 17.3 3.1 53.2 50.8 43.6 36.0 157 58,386 3,000 Engaging in transactions 120 79.2 19.2 1.7 41.6 33.0 40.1 36.0 27 33,916 4,000 Prohibition of money exchange 6 0.0 100.0 0.0 - -- 24.0 -- 6 1,417 -- Monetary record and reporting 222 39.6 49.5 10.8 17.0 12.0 31.8 36.0 66 5,397 2,000 Exportingfimporting 131 40.5 46.6 13.0 19.6 47.5 32.6 36.0 25 2,694 2,000 Structuring transactions 87 37.9 54.0 8.0 13.4 10.0 30.9 36.0 41 7,044 2,500 Failure to report currency transaction 4 50.0 50.0 0.0 8.5 -- 30 0 -- 0 -- -- Note: Detail excudes observations for which a particular characteristic was not reported. _ -Not calculated, too few cases. Source: Administrative Office of the U.S. Courts, criminal master file, fiscal year. Money Laundering Offenders, 1994-2001 9 State activities against money involving the proceeds of a statutorily Commercial defendants and laundering defined unlawful activity. money laundering In 1985 Arizona became the first State to adopt legislation against money laundering. Since then, 35 other States have adopted similar legislation. States follow four models to some degree: • the Federal statute (31 USC §§ 1956- 1957) (used notably by New York) • the President's Commission on Model State Drug Laws (1993), including money laundering, money transmitting, asset foreiture, and related provisions • the Money Transmitter Regulators Association, a State regulator group and publisher of a model statute • the National Conference of Commission- ers on Uniform State Laws, model statutes. State legislation varies widely, covering a spectrum from specified unlawful activities, such as racketeering or corrupt activities and crime for profit, to any felony. The basis of culpability across States with statutes is a transaction Transactions involving criminal proceeds with the intent to conceal the source of the proceeds are frequently coupled with the requirement that the actor know that the proceeds were derived from specified unlawful activity. In some States the trans- action has to have taken place in a bank; in others, any transaction qualifies. Transportation is included in some State statutes to criminalize the movement of proceeds without an intervening transac- tion. Following the enactment of the USA PATRIOT Act, 10 States (Arizona, Califor- nia, F-orida, Illinois, Indiana, Maryland, Michigan, Missouri, New Jersey, and New York) adopted new or amended legislation to regulate the money transmitter industry. In fiscal years 2000 and 2001, 17 sites were awarded Financial Crime-Free Community grants from a total of $2.9 million allocated. This money is used to enhance intrastate efforts against money laundering - to include developing capabilities to detect and prosecute money laundering. Businesses comprised less than 2% of all money laundering-related defendants adjudicated during 2001. The 22 businesses charged with money laundering as the most serious offense included auto dealerships, grocery stores, banks, furniture stores, restau- rants, physicians' offices, construction firms, beauty shops, and research firms. 36 States have adopted money laundering legislation since 1985 ~ ~~ -_ r °- ~7 ~~ Defendants convicted of money laundering are also subject to criminal forfeiture (18 U.S.C. § 982). During 2001, 85 defendants convicted of a money laundering offense were also charged under the criminal forfeiture statute. All property may be forfeitable, even legitimate funds that were commingled with illicit assets. All property associated with the money laundering offense is also subject to civil forfeiture. Civil (and criminal) forfeiture penalties can be assessed for monetary record and reporting violations (for conduct violating 31 U.S.C. §§ 5313, 5316, or 5324)12 and in violation of laundering/racketeering statutes (18 U.S.C. §§ 1956, 1957, or 1960).13 Defendants sentenced under the U.S. Sentencing Commission's Money Laundering Guidelines During 2001, 951 defendants were sentenced for money laundering under 1231 U.S.C. § 5317 1318 U.S.C. § 981(a)(1)(A) Of the 22 charged, 15 were convicted (68.2%); 13 received probation (with an average term of 38.8 months), and 8 were fined (an average of $68,454). Individuals comprised at least 98% of defendants charged with money laundering offenses, 1994-2001 Number of defendants 1,soo 1,200 soo Individuals 400 0 1994 1997 2000 Money laundering was the most serious offense filed. Source: Administrative Office of the U.S. Courts, criminal master file. Figu2 10 the three money laundering sentencing guidelines." Sixty-five percent of defendants were sentenced for laundering of monetary instruments. Thirteen percent were sentenced for engaging in monetary transactions using property derived from unlawful activities, and 22% were sentenced for exportinglimporting monetary instruments, structuring transactions to evade reporting require- ments, or failing to file a currency trans- action report. "The primary guideline at sentenang is used for reporting money laundering defendants sentenced. The Sentencing Guidelines were amended on November 1, 2001, effectively consolidating sections 2S1.1 (laundering of monetary instruments) and 2S1.2 (engaging in monetary transactions in property derived from unlawful activity) and more closely tying money laundering violations to the underlying offense. 10 Federal Justice Statistics Program ~ O Adopted money laundering statutes ~~ Table 6. Sentencing adjustment for money laundering defendants sentenced in 2001, by role in offense Sentenced Role in offense Number Percen Total' 951 100°~ No adjustment 794 83.6 Manager, organizer supervisor or leader 51 5.4 Manager of 5 or more particpants 36 3.8 Leader or organizer of 5 or more oarticioants a4 ~ Note: In 2001, 951 defendants were sentenced with money laundering as the primary sentenc- ing guideline. Detail exdudes observations where a particular characteristic was not reported. Source: U.S. Sentencing Commission, FY 2001 datafile. The guidelines permit a longer sentence if a defendant organized, managed, or led the money laundering. Of defendants sentenced under the money laundering guidelines, 84% received no upward adjustment; 5% received a sentence adjustment for playing a role as manager, organizer, supervisor or leader; 4%, an adjust- ment for managing five or more partici- pants (not specifically organizing or leading); and 7°1°, an adjustment for leading or organizing five or more people (table 6). Of the 951 defendants sentenced under the money laundering guidelines, 51% were convicted for laundering less than $200,000, 44% were convicted of laundering between $200,000 and $10 million, and 4% had laundered more than $10 million (not shown in table). Methodology The source of the data used jn this report is the BJS Federal Justice Statistics Program (FJSP) database. The FJSP compiles comprehensive information on individuals and corpora- tions processed through the Federal justice system from source files provided by the Executive Office of United States Attorneys (EOUSA), the Administrative Office of the United States Courts (AOUSC), the U.S. Marshals Service (USMS), the Drug Enforcement Administration (DEA), the United States Sentencing Commission (USSC), and the Federal Bureau of Prisons (BOP). In this report, money laundering offend- ers were defined according to selected Federal criminal statutes. (See page 2.) For suspects in matters referred and concluded, the "lead charge" was used to describe money laundering suspects. This pool includes criminal referrals for which the assistant U.S. attorneys indicated a money laundering statute as the "lead charge" or primary basis for investigation and for which at least 1 hour of investigation time was spent. The AOUSC provided U.S. district court data on money laundering defen- dants in criminal cases filed, adjudi- cated, and sentenced. The "most serious offense is the filing offense with the statutory maximum penalty. Money laundering violations from all offenses filed for a particular defendant were also reported. Specified Unlawful Activities (SUA's) were aggregated to BJS offense categories as shown in Appendix table 1 and reported in table 2. Data from the USSC showing defen- dants with money laundering as the primary sentencing guideline overlaps with, but does not represent the same pool of defendants described in the AO data. Both datasets include defendants for whom the offense of money laundering resulted in the longest sentence though differences arise as defendants could be sentenced under more than one guideline. Checks were made on the two data series for 2001, and money laundering defendants were found to share a comparable profile. The Bureau of Justice Statistics is the statistical agency of the U.S. Department of Justice. Lawrence A. Greenfeld is director. Mark Motivans, BJS Statistician, wrote this report under the supervi- sion of Steven K. Smith. The follow- ing individuals reviewed this report and provided substantive comments: Stefan Cassella, Alice Dery, John Hyland, and Les Joseph of the Asset Forfeiture and Money Laundering Section of the Department of Justice; Juiie Samuels and Clara Dunn of the Department of Justice Criminal Division; Lou Reedt, Court- ney Semisch, and Paula Desio of the U.S. Sentencing Commission; and, Pragati Patrick and Marika Litras of the Administrative Office of the U.S. Courts. William Adams, Avi Bhati, Barbara Parthasarathy, and Juliet Scarpa of the Urban Institute verified this report. Thomas Judd, BJA consultant, and Carol Ferguson, of the Office of the Arizona Attorney General compiled the information on state money laundering statutes. Carolyn Williams and Tom Hester edited the report. July 2003, NCJ 199574 Appendix table 1. Detail of BJS offense categories used to group specified unlawful activities in table 2 Violent offenses offenses Kidnaping Embezzlement of public money Bank fraud Bankruptcy fraud Postal-interstate wire-radio fraud Counterfeiting Transportation of stolen property Larceny and theft-bank Other interstate commerce offenses Marijuana-sell/distribute/dispense Controlled substance-import/export Controlled substance-manufacture Controlled substance-sell/distribute/dispense Nartbtics-import/export Narcotics-substance-sellldistrtbute/dispense Public-order offenses Extortion-racketeering threats Racketeering-robbery Intimidation of witnesses Obscene material Other Federal statutes Gambling-lottery-transmit wager Trading with the enemy Custom laws Bribery Money Laundering Offenders, 1994-2001 11 U.S. Department of Justice ~I ~I6~~~ ~ PRESORTED STANDARD Office of Justice Programs N C J 1 9 8 5 7 4 POSTAGE & FEES PAID Bureau of Justice Statistics DOJ/BJS Permit No. G-91 Washington, DC 20531 Official Business Penalty for Private Use $300 Survey of State and Federal inmates Of the more than 55,000 drug offenders in Federal prison during 1997, 4% indicated they had been laundering drug money at the time of arrest, compared to 3% of the 217,000 drug offenders in State prison. Of State and Federal inmates serving time for a drug offense, about half (144,364) indicated that at the time of their arrest they were either selling to users or distrib- uting drugs to dealers. About 11% of State and Federal inmates who reported having sold drugs at the time of arrest indicated that they had been involved in running drug money. (Thirteen percent of drug traffickers in Federal prisons and 11% of State traffickers reported having engaged in running drug money.) Estimated percentage of drug offenders in State and Federal prisons reporting to have laundered and/or transported drug money C~ues6ons posed to a 1997 sample of State and Federal inmates serving a drug sentence• At the time of your arrest were you laundering drug money?" Laundered drug money Drug offenders Total Percent All inmates 272,770 3.2°k Federal inmates 55,742 4.4 State inmates 217,028 2.9 (Of inmates arrested for distributing drugs to users and/or dealers) At the time of your arrest were you a money runner?" Transported drug money Drug traffickers Total Percent All mmates 144,364 11.2% Federal inmates 28,142 13.4 State inmates 116,222 10.7 Source: Bureau of Justice Statistics, Survey of Inmates in State and Federal Correctional Facilities, 1997.