YOUR NARRATIVE📜 May Help Your Judge🤞Mitigate Their Sentencing Decision

YOUR NARRATIVE📜 YOUR STORY, Provided 1-2 Weeks Before The PSI; Helps The Judge Know ‘You’, May🤞Mitigate Their Sentencing Decision

Dr. M. Blatstein

Dr. M. Blatstein

FEDERAL SENTENCE MITIGATION: PERSONAL NARRATIVE | PRESENTENCE INTERVIEW PREP. | ALLOCUTION | REENTRY PLANNING | RDAP | HEALTHCARE | MEDICATION AVAILABILITY | BOP PLACEMENT – I answer 👇 and personally return 📳 My calls.

SENTENCING LAW ⚖️AND POLICY.

This study provides more Validation for 👉The Personal NARRATIVE (written by your client, reviewed and guided by those with Mitigation Experience), and then provided to their Probation Officer 1-2 weeks before their Presentence Interview. The included in The Presentence Report is now Under Seal and will be read by all of your future STAKEHOLDERS.

Now your client’s NARRATIVE (with their RELEASE Plan and Letters Attesting to their CHARACTER), becomes part of their Presentence Report-Under Seal. Aside from their INDICTMENT, the Judge can learn ‘who’ the defendant is.

In this Study👇1 (N=132), evidence about the mitigating circumstances reduced punishment only when it was presented before evidence about the perpetrator’s violation, in other words before the Judge, 1st) reads the Presentence Report that just has the DOJ INDICTMENT, without your NARRATIVE, and 2nd) evaluates the Probation Officers sentencing and placement recommendations, solely based of the DOJs INDICTMENT-NARRATIVE of your client.

 



👉The INDICTMENT.

Your client’s story, seen through the eyes of The DOJ Indictment, makes them look like America’s Most Wanted. If left unchallenged, this will be the story or NARRATIVE of your client that future STAKEHOLDERS will read and believe, starting with the Judge.

Waiting until the sentencing hearing is not acceptable because 1st) all your Judge will know about you is through your INDICTMENT, and 2nd) they usually have a tentative sentence in mind during the week before the hearing – which is based on that same INDICTMENT. See this short Video on Sharing your story.

Judges have agreed that they need your client’s help in understanding ‘the why’, of what happened. They know that crimes do not occur in a vacuum and are interested in what caused the person in front of them to break the law.

 


‘Stand Out To Your Judge.’ M. Santos interviews Federal Judge Mark Bennett on the importance of writing Your Personal NARRATIVE, including it in Your Presentence Report. 

 

Presenting all of the court-requested Biographical Background, Personal Identification along with your client’s Story or NARRATIVE, and RELEASE Plan 1-2 weeks before their Presentence Interview allows the Probation Officer to learn about your client before they ever meet.

A little effort goes a long way, as these officers each have huge caseloads and no time. So it should come as no surprise that some may actually appreciate the fact that your client came to this meeting prepared and provided all of the information needed before the interview date. This gives the officer time, allowing them to fill out their Probation Report before they ever meet your client, not being rushed.

Then at the interview, the officer can take the time needed to get to know your client personally, coming away from the interview where your client appears the opposite of the person characterized in the INDICTMENT. As these are usually in written format, judges may find viewing a Video a better way to get to know your client’s whole story. These videos can be under 10 minutes and can be taken with a Smartphone if budgets are tight.


👉 Writing your NARRATIVE is an Arduous and Self-Reflective Experience

Make sure your client has Truthtellersto support them.

  • We All Make Mistakes
  • Don’t forget: this is your chance.
  • Those around you should bring out something Positive in you.
  • This is your client’s autobiography (of their life), the good – the bad, and the ugly.
  • Enablers may make you feel good for that moment – but will not 👎🏻 be helpful in the long run. The NARRATIVE is your client’s explanation without excuses, where they have accepted responsibility⚖️ and have remorse for the pain they have caused while not minimizing what has happened.

When writing The NARRATIVE, consider associating your client with those most appropriate and knowledgeable regarding what they will be facing before, during, and after prison. This skill goes beyond the traditional defense and is best provided,

  • At the appropriate time (just before or after the guilty verdict in preparation for their PSI),
  • Those with the appropriate experience of what their client’s future STAKEHOLDERS will need to see and hear before their interview – during and after incarceration, and as they prepare to ‘successfully’ reenter society.
  1. The Probation Officer (PSI) and Judge are now their first two STAKEHOLDERS.

👉 CATEGORIES INCLUDED IN THE NARRATIVE. 

  1. Nature and CIRCUMSTANCE: Here, you want to describe,
  • Why did you do this?
  • How did you get involved?
  • What was your involvement?
  • You should check that your involvement reflects what is in the final Presentence Report.

2. History and CHARACTERISTICS, Here you want to include,

  • Your client’s remorse,
  • Your Client’s Accepted Responsibility
  • How your client ruined their victim’s lives,
  • Traumatic Life event(s) – review with details,
  • Show the court what your client’s plan is never to come back,
  • Where there was a positive or negative family life – explain this,
  • What has this experience taught them? Did it bring up moments from our client’s past?
  • Was there a “trigger,” what was that trigger, and how do you remove it from your client’s life?
  • Include the good things that your client’s done, explain with examples and letters (at least 10 good ones) that Attest to their Character,
  • Show what your client’s doing today to change and improve themself regarding rehabilitation (NA, AA, GA, Therapy, etc.), Community Volunteering, and paying restitution – if they can. This all becomes part of your PSR, now Under Seal.
  • Should a Professional License Be lost, include how this will result in the loss of a profession loved, a career, and income. Still looking into other options, incarceration is temporary, and life will go on with strategic and well-thought-out planning.

Consider this short YouTube before writing your NARRATIVE. Simply speaking, this is Your Story or Autobiography. Nike’s Brand is ‘Just Do It’, Tesla’s is Space-X,  and your NARRATIVE has to be your story and the experiences that brought you to this point in your life – helping your Judge, understand who you are.

3.     FAMILIAL HISTORY: Married – Children – parents’ responsibilities and sole caregiver

4.     DEFENDANT’S PHYSICAL CONDITION: Medically documented, bad Back-Hip-Knees-Shoulder along with Tinnitus could provide your client with a Bottom Bunk. Diabetic, Vascular Disease, Raynaylds could allow the Medicare soft shoe or sneakers.

5.     MEDICAL/PHYSICAL HEALTH, MENTAL AND EMOTIONAL HEALTH: Include ALL medical records, Labs, Surgery Reports, Diagnostic: X-rays, CT, MRI, Ultrasound, PET scans (in Written, Flashdrive or CD format), Prescriptions for medications (Check Generic Medication Availability), and medical devices, along will All physician contact information. These specific medical needs can be met if included as part of your Medical History;

  • Bottom Bunk: Past medical history of Tinnitus, vertigo, or back problems.
  • Diabetic Soft Shoes, Sneakers Instead of Rigid Institutional Boots: Past medical history of a torn Achilles heel, knee, or hip issues.
  • Being of a certain age / Having weight or having a Hernia issue: could result in getting passes of “no standing for prolonged periods” and “no lifting over 15 pounds,” helping you escape some of the crappier work assignments.
  • “Medical idles,” which get you out of everything, are also available, either short or long-term, for various ongoing ailments (ranging from a bad hip to PTSD).

6.     SUBSTANCE ABUSE: Alcohol, Drugs (Legal or Illegal), within the previous 12 months before the arrest. RDAP allows up to 1 year off the sentence. They may do a Urine test.

  • If you started these programs on your own, before your Presentence Interview or before you were Indicted, MENTION THESE IN THE NARRATIVE, WITH COPIES OF YOUR TREATMENT RECORDS FROM YOUR PROVIDERS (AA, NA, Gambling, or a Sex Therapy Program).

7.     EDUCATION AND VOCATIONAL SKILLS: Copied of the highest level; otherwise, a GED will be required in prison. If you have experience with computers, administrators frown on these skills, so you may not want to include these certifications.

8.     MILITARY: Copies, branch, discharge?

9.     EMPLOYMENT: The P.O. will check. Judges love a good work record or history.

10.     STATEMENT FINANCIAL RECORDS: If there are financial fines/ restitution, Congress and The BOP now strongly encourage participation in their Financial Responsibility Plan in order to benefit from all Earned Time Credits and access to Programming. This is in addition to all other required financial records. Don’t try to hide parts or all of this, as the P.O. may find out, angering the Judge.


👉 WHY YOUR NARRATIVE (AND RELEASE PLAN) IS A CRITICAL COMPONENT OF YOUR 📜 PRESENTENCE REPORT

Taking weeks to months to complete can result in a distilled version of yourself that is honest and pure, where you feel Remorse, Accept Responsibility, and Identify with the Victims of the Crime You Perpetrated.

  • If the resulting Narrative or Your Story – is quite the opposite of the DOJ’s Indictment Narrative, where your client sounded like ‘America’s Most Wanted, ‘then your client did a Great Job!

👉 ADDITIONAL COPIES 📑 OF ALL PERSONAL IDENTIFICATION AND BIOGRAPHICAL INFORMATION

1.   Divorce Decree

2.   Financial Records

3.   School Diplomas, Your highest education level completed, Professional Diplomas, and any Trade or Occupational Certification(s).

4.   Marriage Certificate

5.   Naturalization papers

6.   Draft Registration card

7.   Car Registration papers

8.   Military Discharge certificate

9.   Birth or baptismal certificate

9.   Immigration papers or passport

10. Employment verification (pay stubs)

11. Character Letters of Recommendation

12. Military Disability information (C-number)

13. Income Tax reports for the last three years (or more if requested)

14. Outstanding Detainers and Immigration Issues Resolved before The Presentence Interview

15. Proof of residence (rent receipts, property, mortgage papers, etc.)

16. Professional papers (COPIES: Social Security Card, Drivers’ License, and Birth Certificate.)

17. Medical Records, Hospital – Surgical – Pathology and Blood Lab Reports, Copies of X-ray, MRI, CT, Ultrasound, PET Scans, EEG, EKG reports (on Flash Drives or CDs), Prescriptions for Medications and Medical Devices.

This is from my article on LinkedIn.

WITH THE FSA👉EARLY RELEASE IS POSSIBLE. ✍THE WORK IS MORE THAN JUST GOING TO PROGRAMS

THE WORK IS MORE THAN JUST GOING TO PROGRAMS; ✍ WE SHOW YOU HOW

Dr. M. Blatstein

Dr. M. Blatstein

FEDERAL SENTENCE MITIGATION: PERSONAL NARRATIVE | PRESENTENCE INTERVIEW PREP. | ALLOCUTION | REENTRY PLANNING | RDAP | HEALTHCARE | MEDICATION AVAILABILITY | BOP PLACEMENT – I answer 👇 and personally return 📳 My calls.

PREPARATION. IS THE MOST IMPORTANT CONCEPT I WISH TO SHARE WITH THOSE FACING FEDERAL PRISON

Facing prison becomes real as your client finds themselves remanded or self-surrender. Being prepared for the possibility that they could be placed in an Isolation Cell on their first day is a preventable surprise that can be anticipated with a “heads-up” explanation before their arrival.

With Comprehensive Preparation for the Presentence Interview, defendants find themselves prepared for most eventualities. As part of their preparation, several days before their surrender date, they could have sent themselves books to read. Yes, these paperback books may start coming from Amazon (or home), and will remove some of the initial stress and boredom should they find themselves, right after surrendering, facing 23 hours per day in an isolation cell. This also sets up their habit of reading by showing their Case Manager that they are working to reduce their Improve Themselves, which positively impacts their Reentry Plan in the long run.


STAKEHOLDERS.

These are the persons responsible for incrementally reducing a person’s ‘Criminogenic Needs’ over time. This starts with the Judge, followed by Case Managers and Unit Teams (in prison), who determine everything a person does, from their job requirement to where one sleeps. Further, they are responsible for recommending programs as a result of their assessment survey, available through The First Step Act (FSA).

  • FSA BENEFIT. This offers up to 365 days off a sentence, with the remaining Earned Time Credits (ETC) going to extra time in a Halfway House or possibly Home Confinement, which is still under BOP control.
  • Other benefits include Good Time Credit, Second Chance Act (28 C.F.R. § 570.21(a)), Compassionate Release, and Cares (for a limited time).

THE PRESENTENCE REPORT (PSR).

All the while, the Presentence Report proves its reputation as ‘The Inmates Bible.’ This is because the first STAKEHOLDER your client will meet may be their Case Manager, who will have already read it in order to learn a little about the person they will soon meet.

If comprehensive, the Probation Officer who previously Interviewed your client will have weaved into Their Probation Report the NARRATIVEREENTRY/ RELEASE PLAN, along with ANSWERS to the SPARC-13 ASSESSMENT QUESTIONS.

No Narrative in the Defendant’s Presentence Report?

  • Then, all the STAKEHOLDERS will know about your client – will be what’s written in the DOJ INDICTMENT. I think we can all agree that this is not the most flattering way to make a great first impression on the Judge. Then, once incarcerated, the Case Manager, the Unit Team, and the Warden control when your client will be returned to freedom; now may be biased – just not in your client’s favor.

After your arrival and you’re all settled in, you’re now tasked with locating the computers, but not for emailing your loved ones. Rather, you need to take and complete your Risk Assessment Survey. This is because the First Step Act Programs you take will only count for Earned Time Credit (ETC) if 1) they have been recommended by BOP staff and 2) after you have completed your SPARC-13 Assessment Survey.

  • To be prepared to take the Survey and speak with the Case Manager, you can also mail yourself a copy of the FSA Program Statement 5410.01_cn2  to review before meeting with your Case Manager several days before your arrival.

INCREMENTAL IMPROVEMENT – REDUCING CRIMINOGENIC NEEDS.

PATTERN. Your Pattern Risk Assessment Score is another assessment score and is hardcoded. Approximately 50% still applies at your 1st assessment, which occurs within 30 days after arriving. See where you fit.

As your attorney and Probation Officer will know this by the time of the Presentence Interview, it’s good for the defendant to become familiar with the categories and address the issues that need addressing.


I. WORK – THE FSA IS MORE THAN JUST GOING TO CLASSES 

The only way I know of proving that you’ve,

  1. ...taken the classes,
  2. …demonstrated Incremental Improvements that your Case Managers need to see – (which I have learned from others),
  3. …is by daily writing (or documenting) everything constructive you do while in custody, which is by keeping a daily log or journal.
  4. WHY KEEP A DAILY LOG?

Consider this Insurance; similar to purchasing LifeHealth, or Auto: You hope you don’t need it – Until you do.

  • Next is Building this “New” Habit, practice – practice – practice. Then, repeating this skill daily until it becomes second nature. A great book on this: The Power of Habit, by Charles Duhigg.

Why? What do you do if the BOP has No Record that you took that class – on that date – and you find this out 6 Months Later, what do, or can you do?

  • READ THIS, Great documentation-proof, ‘possibly,’ could have provided a more favorable outcome – Don’t Let This Be You: Legal Case: this person was denied their ETC (apparently without clear documented proof of ETC to support his position of 365, among other issues).

Ia. FIRST STEP ACT PROGRAMMING. Keep a running journal of everything Constructive that you are doing each day. This log will include the day, date, time, and your constructive activity – what you did and learned. Whether taking an FSA Class, reading a book that you could learn from, or other time well-spent activity, keep a record of what you learned and who taught that class (if this was FSA, include positive comments about the teacher). Then, at the end of the class, a brief note on lessons learned, how you will use them in daily life, and a brief thank you to your Case Manager for recommending that special program. This all goes towards building your Reentry/Release Plan.

 

If Your Case Manager, Counselor, and Warden, in their tenure, see hundreds to thousands of Adults In Custody (AIC, Director Peters’s new term) pass through their facility, how can you stand out in a good way? We all start off as a number – until we show them otherwise. If you’re looking to take advantage of the FSA and all it has to offer, no promises, but your efforts may result in an earlier release date.

Ib. NON-FICTION BOOKS – Remember What You Want, ‘TO GET HOME’ – start building this new habit. For as long as you will be in prison, pre-schedule books to be sent from Amazon (spread out among family and friends – on a schedule so that the responsibility and costs are spread out) to arrive every 2-3 weeks. Read daily and note the day, date, time, and specific “takeaways” that you have learned from each book by chapter, and watch your Release Plan continue to grow.

  • You still want OUT of The BOP – Right? Give credit to your Case Manager for what you have learned in your ‘Release Plan’. Now, they, too, look great in the eyes of their supervisors.

The books can be on any topic, you have the time, and possibly this could develop into a new career. Biographies of famous people, ArtArt HistorySciencePaintingLife SkillsHistoryFamous Women in HistoryGeologyreally anything you are interested in. If you’re unsure, go to my website. the books are at the bottom of this page, or get ideas from The New York Times, Forbs, Inc., – but buy from Amazon as the BOP guards are familiar with Amazon (and paperbacks are cheaper).

  • This is just an idea, a starting point – you may have an interest in Painting or Drawing, whatever it is, take this time and explore it; please don’t waste it on just TV. This is Temporary, and Eventually, you will be Released.
  • This is advice that I have learned from others who have developed a broader perspective. My wish for you continues to be PREPARATION.

Ic) You’re Educated With a Degree and Experience, Great – Create a Course

  • Plan a curriculum on a topic that you feel would be interesting.
  • Organize it for classes to meet 2-3 times per week for several months,
  • Then, run the idea by your case manager; maybe it could help those with their GED; who knows?
  • Once all parties agree, your case manager is happy, and your Reentry Plan grows – GREAT!
  • Let your Case Manager and Unit Team take the credit!
  • It’s just one more thing Working For You.

Id. Log every conversation you have with each BOP staff member by name, date, time, and topic; it’s for “just in case.” It can be an innocent conversation, but you will never know – until the day you need it, but if you forgot the day, date, and exact conversation – you’re out of luck.

Ie. Second Chance Pell Education Grant. Do you have your GED? Yes, Great! Do you have a College Education? The Department of Education intends to fully implement the legislative changes to allow eligible students’ college-in-prison programs to access Federal Pell Grants, beginning July 1, 2023. The Biden-Harris Administration has the following list of participating Colleges and Universities. Please check for Grant eligibility first.

II. THE FINANCIAL RESPONSIBILITY PROGRAM (FRP). Should you have a court-ordered financial penalty to participate in the First Step Act, you must offer to participate in the Program; otherwise, you could be denied participation in FSA programs and/or early release benefits. If the Judge ordered that you could delay payments (Yes, still offer something to your Case Manager. It will help you in the long run.). If the Judge ordered, for example, $25 per quarter, to offer something more to your Case Manager will elicit a similar response.

Recommendations:

  1. Do not keep $1000s in your Commissary Account. Why? Because the DOJ one day would like nothing better than confiscating 75% of your commissary money.
  2. Offer reasonable payment options. If your commissary account takes in > $1000s per Month, offer to contribute $200 per Month to your FRP; if your account takes in $200-500 per Month, offer to contribute $25-75 per Month (or quarter, depending on your ability to pay), to your FRP.
  3. Refusing is not an option – unless you wish to serve your full sentence and possibly risk the DOJ getting their wish of confiscating 75% of everything in your commissary account.

RELEASE PLAN, INTERVIEW.

  • No Reentry/Release Plan 👉 Why should a Case Manager recommend you for the Second Chance Act? If you don’t appear to care about your future – which is how they will view it, why should your STAKEHOLDERS spend their extra time on you?
  • No Reentry/Release Plan 👉 Why should a Case Manager recommend you to a Residential Reentry Manager (RRM)?
  • No Reentry/Release Plan 👉 Why, should a Residential Reentry Manager (RRM) take a chance and offer you one of their beds when there is someone else applying with a Great Release Plan? If someone has taken the time to 1)write a Release/Reentry Plan that has reviewed their progress during their time in prison, 2)explain why they need and how they will use the time while filling one of the limited Halfway House beds, or while on Home Confinement, who would you choose?
  • Case Manager recommendations are important to Residential Reentry Managers (RRM), as they need to know that they’re bringing in a qualified person who can continue their reentry successfully back into the community.

REENTRY/RELEASE PLAN. Starting it before your Presentence Interview isn’t easy, so explain that you researched content for your Release Plan Online at the MN Dept. of Corrections and ‘The National Institute of Corrections Manual’, and then use their template to start your Reentry Plan Into The Community. Print it, and mail it to yourself so you have a baseline.

  • NEXT INTROSPECTION: Review your investigation, criminal charge, plea hearing, trial or guilty plea, presentence investigation, and sentencing process. You can start just by writing, “I’ve had a lot of time to think, and I didn’t realize how bad my decisions were and how much pain they inflicted on the victims I created as a result of my actions…” I your words…
  • With preparation and more entries, you will see that a better outcome will emerge as you continue developing your reentry/release plan. We can’t change the past — but you can impact your future.
  • It’s early in the process, so that you won’t have all the answers now, but you could add that you reviewed the Risk Assessment Programs available through the First Step Act, and you recognize that there is much for you to learn – because you have much to prove this to your victims, community, family, and yourself.

This article also appeared on LinkedIn


ADMINISTRATIVE REMEDY PROCESS

LEGAL REPRESENTATION IS NEEDED – BUT JUSTICE MOVES SLOWLY


Should your client be denied medical care once they have either self-surrendered, been remanded, or are still incarcerated, do they know what to do? Was their medical background comprehensive when provided to their Probation Officer? While this hopefully is a rare occurrence, it does happen, as you have read in recent cases.

 

The Federal Bureau of Prisons Track Record of Providing Medical Care – When It’s Needed

October 10, 2022, Judge[i] Holds Federal Bureau of Prisons in Contempt for Allowing Man To Waste Away From Untreated Cancer[ii]

  • In November 2020, Bardell filed a motion[iii] requesting a Compassionate Release. He followed up with a Second Motion in February 2021[iv], accompanied by an Affidavit from an Oncologist. Despite the government’s opposition, Judge Dalton ordered Bardella’s release, expressing disgust at the situation.
  • However, upon his release, The BOP brought Bardell in his wheelchair to the Dallas/Fort Worth airport in a van, only to drop him off without his wheelchair, bleeding and soiling himself.

 

September 23, 2023, 1 IN 4 INMATE DEATHS HAPPENED IN THE SAME PRISON. WHY?

  • …a 47-year-old with a family history of breast cancer discovered lumps in her left breast while in federal prison. Treatment was denied until it was too late to treat – a judge released her on compassionate release.
  • …a 70-year-old was denied care for so long that he lost an eye, and a judge released him on compassionate release.
  • …for 7 months, another begged to see a doctor until it was too late, and he died of cancer.
  • …a 50-year-old male complaining of headaches, but the doctors said he was faking it, was eventually diagnosed with a cancer tumor the size of an egg and died.

 

March, 2023, The New England Journal of Medicine,[v]

On a deeper dive into the availability of medical care in prisons, there is a real possibility that the minimum standard for inmate healthcare, which was established in 1976 by a Supreme Court ruling, could be Stopped-Overturned, using the same legal framework that caused the Overturning of Roe v. Wade in June.

  • Deliberately withholding treatment from prisoners with serious medical needs is considered “Cruel and Unusual Punishment⚖️” under the Constitution’s Eighth Amendment.

“We know when:
  1. Family members stay engaged, like when kids are still close to their moms or dads who are incarcerated,
  2. When there is a family support system when people return home or even when they’re inside, that
  3. That the health of the incarcerated person is better,”Professor Emily Wang, MD, MAS.
My Comment,
This requires a coordinated effort with the family (and the person incarcerated – if they’re capable) and is best started long before the Presentence Interview.
In the end, it takes the efforts of the patient in the federal system through the,
While there are never any guarantees, doing nothing guarantees that.

Call 240.888.7778 for a personal one-on-one call
to discuss your current issue or that of a loved one.

-Marc Blatstein


WHAT YOU CAN DO WHEN PRISONS (FEDERAL) FAIL 🥀TO PROVIDE MEDICAL CARE.

THE INMATE’S GUIDE TO ADMINISTRATIVE REMEDY REQUESTS IN FEDERAL PRISONS

BOP REGULATIONS (P1330.18)

 

FOR THE PATIENT/INMATE | LOVED ONES | AND THOSE WITH POWER OF ATTORNEY

Below, I review several methods for clients, now patients/inmates, to advocate for themselves and additional options for their loved ones, family members, and those with Power of Attorney.

This does not replace the need for Legal Representation. While the Eighth Amendment and BOP Regulations [P6031.04 Patient Care] state that medical care will be provided, its availability is sometimes in question. If a BOP Second Opinion Consult is granted, sometimes months to years later, allowed – the local prison Clinical Director is not required to implement those treatment recommendations (Program Statement P6031.04 (Pg. 20-21), that could keep the patient/inmate’s care “Within The Standard of Care” in their community.

Unfortunately, the cases provided are current examples (as of 10/2023). The only proactive step one can take is to provide an accurate and comprehensive background that includes any medical issues they may have. Once included in their Personal NARRATIVE and provided 1-2 weeks before the Presentence Interview to their Probation Officer, it increases the chances of it being included in their official Presentence Report.

  • Should, on a rare occasion, a medical issue arise before the PSI where the current treating physician feels that the BOP (taking into account staffing issues in the BOP in general or at their Federal Medical Centers, or for other medical reasons), other actions may be indicated.
  • According to the BOP Policy, the court cannot order the BOP to provide specific medications, which may include treatments; BOP National Formulary Part I, 2022. Page 4, #9. Further, they appear to recommend consulting with BOP Counsel for that Region – so does it make sense to get their input before sentencing rather than after incarceration?

Ensure your client knows the dos and don’ts of the environment they’re about to enter – for it’s another world with a different set of rules. 

  White Collar In BOP HOUR ONE – IS AN EMOTIONAL SHOCK

Understanding the importance of the Administrative Remedy is just a part of the Preparation and Knowledge ProcessKnowing what to expect in prison – before their first day contributes to reducing the fears they and their loved ones naturally are going through. Having been through this, please prepare them because it will benefit them in many ways.

Realizing that there are no guarantees, preparation provides them with the information needed to stay out of trouble as well as how to navigate and work to gain the maximum benefit from the First Step Act Programs (should there be enough support staff), RDAP, Second Chance Pell Grants for College Courses, and overall work on their personal development. All of this is helpful as they approach their early release date.

Not being personally prepared (I was also not a great client, as I was that deer in headlights) was a driving force that allowed me to be here with you today. Yes, I had a felony in 2006, but with colleagues’ support, my practice license was reinstated in 2010.

Transitioning from patient care to preparing those facing their life-altering event is my way to give back and is self-rewarding in its own right – a worthwhile career change.


BOP LEADERSHIP CONTACT LIST, 2023/2024[vi]

 I) MEDICAL CARE DENIED; ACTION STEPS THE PATIENT/INMATE CAN TAKE.

The Administrative Remedy P1330.18 Program Statement[vii]( ‘Factsheet’) – If the Person Is Capable and Has Their Strength.

These Steps consist of the,

  • BP: 8 (or Cop-Out), 9, 10, and 11[viii]. – what they look like, followed by
  • Title 28 USSC § 2241[ix],
  • The Pro Se Motion (Form) is what you send to your Federal District Court.
    1. The Bureau of Prisons (BOP) encourages inmates to utilize the Administrative Remedy Process to address grievances.
    2. It is advised that the patient/inmate maintain an accurate written timeline of events on a calendar and 
    3. Please keep four copies (and the original) of all relevant documentation for future reference. This practice will help keep track of important details and ensure all necessary information is readily available.
    4. Use email when available.
    5. ONLY ‘1’ COMPLAINT PER ADMINISTRATIVE REMEDY REQUEST IS ALLOWED, AND EACH BP 8, 9, 10, 11, AND 2241 MUST HAVE THE SAME COMPLAINT.

 

The patient/inmate is to include copies of all previously submitted documents in their current complaint, with Minimal need for changes in wording.

Keep 4 copies of all original documents for future use.

  1. Take copies of everything and keep the originals.
  2. Ensure to document all pertinent information about the incident, including the specific DayDate to whom you Have Spoken, and The Time → of The Incident.
  3. Not the date you are writing or filling out this form.
  4. You’re expected to try and resolve the matter through a simple conversation with your counselor or (case manager), the BP-8.
  5. ON EACH BP 8, 9, 10 and 11,

Include;
(1) THE DATE OF THE INCIDENT IN YOUR BP-8,
(2) THE NAME of the individual(s) with whom you spoke,
(3) WHY YOUR REQUEST is being made, and
(4) WHAT YOU’RE ASKING FOR.


Each facility has its own rules. To start the process, speak with your counselor (BP-8) first to learn how their process works.

  • When the counselor responds, remember what they tell you – with attention to detail, write your notes later and note the conversation’s date, content, and time.
  • Once the counselor explains the process, follow the process strictly. Write the date that the incident“Happened,” not when you filled out the form – unless it’s the same date.

Supplies to get started;

  • If you can access a copy machine, make 4 copies of everything (possibly in the library). You may need a pentablet with paperenvelopes, and likely stamps. If there is no copy machine, you can handwrite 4 copies of everything – written precisely the same to be used on future BP Forms if needed.
  • A Calendar is critical.
  • With No Response or Negative Responses – Keep Track of the Days For Each BP 8, 9, 10, and 11.

Deadlines are also critical; the BOP staff may be Late. You are not given that same grace period; if you are late, the staff may reject the complaint because the time to complain has expired.

  • Write down the day the incident happened.
  • Write down the day you made the informal complaint (which has to be within 20 days of the incident – or Sooner).

Although a person in prison must adhere to the deadline of [“#”] days, staff members are not required to respond, nor do they have to respond.

  • Nevertheless, you must show that you attempted to resolve the matter with an informal complaint.

Writing A Letter Can Substitute for a BP- 8, 9, 10, or 11.

If there is no counselor available, you should record that the counselor is unavailable and then write a letter requesting that;

  • The Warden treated the letter as a BP-9, Administrative Remedy Appeal, or
  • The Regional Director treated the letter as a BP-10, Administrative Remedy Appeal, or
  • The Central Office treats the letter as a BP-11, Administrative Remedy Appeal.

START Each BP with the date and time of your original informal complaint (BP-8, attached), then (BP-9, attached), etc.

The date of the 1st incident is located in the BP-8 (but not the Date the BP-8 was Written)

OPTIONS;

  1. You did not receive a response to your informal complaint. Write that no one responded to your complaint, and you filed the (NEXT BP # and Form IN SEQUENCE) to comply with deadlines.
  2. If you received an unfavorable response, 1) Reply that you disagree with the decision on the complaint. 2) This is why you’re filing the (NEXT BP # and Form IN SEQUENCE) for a formal administrative remedy request.
  3. If you’ve missed the deadline to file the formal complaint, you must explain the reason why. 1) For example, if you were sick or locked in the SHU, nobody provided you with a BP form. Do your best to comply with the deadlines because the BOP likes to Deny-Deny-Deny.

END Each BP Form by noting how you are submitting it.

  1. When submitting the form to the counselor, add or include their name, date, and time.
  2. If you are putting the form in the unit mailbox, indicate the date and time you put it in the unit mailbox.
  3. If you are in the SHU and have to submit it to a staff member, write down that person’s name and the date and time you hand the form to them.

WHERE APPROPRIATE, INCLUDE COPIES OF BOP POLICIES AND FORMS that validate your position. These should be available in your library: Medical, Dental, and Health Policy


Include;
(1) THE DATE OF THE INCIDENT IN YOUR BP-8,
(2) THE NAME INDIVIDUAL(S) with whom you spoke,
(3) WHY YOUR REQUEST is being made, and
(4) WHAT YOU’RE ASKING FOR.


 THE PROCESS STARTS

with the “Informal Complaint,” or BP-8, or Cop-Out, that one requests from their Case Manager. At best, this is an informal conversation with your Case Manager to resolve the issue.

With No Response or a Negative Response within 24 hours – The Formal Process Begins. The next day…


 

The Patient/Inmate Next Requests a BP-9 from their Case Manager, who “Logs” this for the Record.  This one goes to The Warden.

  1. A 20-Day Clock Starts – and keeping track of the Days is Critical – Because if Late, the STAKEHOLDERS May Choose to Use It’s Being Late To Deny Your Request.
  2. Include copies of everything previously sent (BP-8 or Cop-Out).
  3. With No Response or a Negative Response within 20 Days

 

The Patient/Inmate requests a BP-10 from their Case Manager, who “Logs” this for the Record. This one goes to The Regional Director in your Region.

  1. The 30-Day Clock Starts – and keeping track of the Days is Critical – Because if Late, the STAKEHOLDERS May Choose to use its Being Late To Deny Your Request.
  2. Include copies of everything previously sent (BP: 8 or Cop-Out, 9).

 

BOP Regional Directors[xi]

*Cross-check Regional Directors with the above list and include those names.


Regional Director / Mid-Atlantic Regional Office (Check against BOP List, if different, contact as many as possible.)

1. 10010 Junction Drive, Suite 100-N, Annapolis Junction, Maryland 20701, Certified – Return Receipt.

2. MXR Leadership: Chris Gomez, 302 SENTINEL DRIVE, ANNAPOLIS JUNCTION, MD 20701, MXRO-ExecAssistant@bop.gov, Phone: 301-317-3100, Certified – Return Receipt.


Regional Director / North Central Regional Office (Check against BOP List; if different, contact as many as possible.)

1. NCR Leadership: Andre Matevousian, Gateway Complex Tower II, 400 STATE AVENUE, SUITE 800, KANSAS CITY, KS 66101-2492, Certified – Return Receipt, Email: NCRO-ExecAssistant@bop.gov, Phone: 913-621-3939


Regional Director /Northeast Regional Office (Check against BOP List; if different, contact as many as possible.)

1. NER Leadership: Amy Boncher, S. CUSTOM HOUSE, 7TH FLOOR, PHILADELPHIA, PA 19106, Certified – Return Receipt. Email: NERO-ExecAssistant@bop.gov, Phone: 215-521-7301


Regional Director / South Central Regional Office (Check against BOP List; if different, contact as many as possible.)

1. 4211 Cedar Springs Road, Suite 300, Dallas, Texas 75219, Certified – Return Receipt.

2. SCR Leadership: Heriberto Tellez, US ARMED FORCES RESERVE CMPL, GRAND, PRAIRIE, TX 75051, SCRO-ExecAssistant@bop.gov, Phone: 972-730-8600, Certified – Return Receipt.


Regional Director / Southeast Regional Office (Check against BOP List; if different, contact as many as possible.)

1. SER Leadership: Shannon Phelps, 3800 Camp Creek Parkway, SW/BDG 2000, ATLANTA, GA 30331-6226, Email: SERO-ExecAssistant@bop.gov, Phone: 678-686-1200, Certified – Return Receipt.


Regional Director / Western Regional Office (Check against BOP List; if different, contact as many as possible.)

1. 7950 Dublin Boulevard, 3rd Floor, Dublin, California 94568, Certified – Return Receipt.

2. WXR Leadership: Melissa Rios-Marques, 7338 SHORELINE DRIVE, STOCKTON, CA 95219, Email: WXRO-ExecAssistant@bop.gov, Phone: 209-956-9700, Certified – Return Receipt.

With No Response or a Negative Response within 30 Days


 

The Patient/Inmate requests a BP-11 from their Case Manager, who “Logs” this for the Record. This one goes to The Office of General Counsel in Washington, DC.

1)The 40-Day Clock Starts – and keeping track of the Days is Critical – Because if Late, the STAKEHOLDERS May Choose to Use It’s Being Late To Deny Your Request.

2)Include copies of everything previously sent (BP: 8 or Cop-Out, 9, 10).

File your BP-11 at the following address: Bureau of Prisons, National Inmate Appeals Administrator (Check against BOP List; if different, contact as many as possible.)

  1. James Wills, AD/General Counsel, BOP Office of General Counsel, 320 First Street, NW, Washington, DC 20534, (202) 307-3198, Certified – Return Receipt.
  2. Rear Admiral Chris Bina, BOP Assistant Director, Health Services Division, 320 First Street, NW, Washington, DC 20534, (202) 307-3198, Certified – Return Receipt.

With No Response or a Negative Response within 40 Calendar Days



 

Pro Se Motion

“The Central Office has 40 calendar days to respond as of the date it is received, which may be extended for An Additional 20 Calendar Days.” (“FBOP Administrative Remedy Program – Washington, D.C.”)

  1. You can now draft Your Pro Se Motion – Form: Writ of Habeas Corpus Under 28 U.S.C. § 2241 to Your Federal District Court,
  2. This goes to your Federal District CourtCertified – Return Receipt.
  3. Include copies of everything previously sent (BP: 8, 9, 10, 11).


 

IF THE PATIENT/INMATE IS INCAPACITATED🥀 AND NEEDS SOMEONE TO ADVOCATE ON THEIR BEHALF: THEIR LOVED ONES OR SOMEONE WITH POWER OF ATTORNEY

 

 ** LEGAL REPRESENTATION IS RECOMMENDED


 

II.   MEDICAL CARE DENIED, ACTION STEPS YOUR LOVED ONES CAN TAKE.

The Administrative Remedy Program Statement ( ‘Factsheet’) – If the Patient/Inmate Is Not Able To Do This, 👉Do the following.

 First, 👉Maintain an organized file to keep track of your loved one’s conversations and care, including dates, names, phone numbers, and steps taken.

Request a written detailed description of the issue with contact information for further details. KEEP COPIES OF EVERYTHING.

  1. You could compose a respectful letter to the warden advocating for your loved one. Certified – Return Receipt.
  2. Present the facts, describe the issues, suggest possible solutions, and ask for inquiry, communication, and collaboration. Help is what you’re asking for, and you’ll “await” their reply (I look forward to hearing from you).
  3. If a loved one is in jail and requires medical attention, it is essential to take specific actions to ensure they receive appropriate care.
  4. Request a written response from the Warden concerning your loved one’s medical condition and proposed treatment plan.
  5. This will provide valuable insights into their health and the measures being taken to address any medical concerns they may have.
  6. It’s a good idea to contact your loved one’s treating family doctor for additional support.
  7. This could prove particularly beneficial if you have concerns regarding their current treatment plan or feel they aren’t receiving adequate care while incarcerated. The doctor could provide you with a letter to attach containing more insight into their condition and suggest ways to ensure they receive optimal care.
  8. By staying informed and advocating for their medical needs, you can help ensure they get the right care – but no promises.
  9. You’re creating what I call a Paper Trail, which lets all parties know that someone else is watching.

 


BOP LEADERSHIP – REGIONAL DIRECTORS[xi], 2023/2024[vi]

 

Send copies of your complaint letter to relevant officials, including the prison’s medical director, but if you cannot contact the prison, there is always a,

  • Medical Director, there is always The BOP Assistant Adm. addresses above) and your loved one in prison. Keep all originals for yourself. Check the BOP website and below for addresses.
  • Copy everybody.

👉Contact your member of Congress. To find your U.S. congressional representative, visit www.house.gov[xii] and enter your zip code. The name of your member will appear.

 

  • Call your congressional representative’s local office. Ask the staff member to whom you should send your letter.
  • Present the problem, stating the facts and your concern.
  • Describe the efforts you and your loved one have taken to resolve the problem and ask that your congressional representative investigate the problem. 
    • Ask your Congressional Representative (or Assistant to ask for you) to write your Warden directlyas you have been told that BOP Wardens pay attention to these emails. Have the Warden’s Name, Phone #, Email, and Address ready, and be specific as to what help you need your representative to ask for, or inquire about.
      • Congressional Representatives (you can provide a sample letter, if helpful),
        1. …from the writer’s district,
        2. …of the district where the prison is located,
        3. …office in Washington DC.
  • Then, follow up with a pre-set phone call, or appointment.  

 

Second. 👉File a Formal Complaint Directly with the Facility and look up the prison contact information.

1) Find Your Prison Warden, or Warden Assistant or secretary,

2) Search for a location:[xiii] Inmates → Find an Inmate, or Locations: List of Our Facilities

 

3) Include the Patient /Inmate Number and Location

4) You can both call and write respectfully.

  • Include that you’re concerned about your loved one’s medical needs and their lack of care, sending a letter to the Warden.
  • Attaching a letter from their physician (at home) to provide additional context may be helpful. Certified – Return Receipt.

5) The BOP is a vast government agency. The new BOP Director, Peters, is doing her best to change its culture, so continue your advocating efforts.


 

Third. 👉If the prison did not resolve your complaint, file a complaint with the Bureau of Prisons (BOP) Regional Office (Above) that oversees the facility.

This goes to the appropriate Region (above)

Include the Patient /Inmate Number and Location

  • If you’re concerned about your loved one’s medical needs and the lack of care, consider sending a letter to the Warden.
  • Attaching a letter from their physician to provide additional context may be helpful. Certified – Return Receipt.

 

Fourth. 👉If you cannot address your issue, contact BOP Headquarters or the Department of Justice – Office of the Inspector General.

GO HERE FIRST: To Report a Concern[xiv].

 

BOP LEADERSHIP CONTACT LIST, 2023/2024[vi]

 

Bureau of Prisons, Headquarters, or the Department of Justice – Office of the Inspector General (2 contacts)

  1. James Wills, AD/General Counsel, BOP Office of General Counsel, 320 First Street, NW, Washington, DC 20534, (202) 307-3198, Certified – Return Receipt.
  2. Rear Admiral Chris Bina, BOP Assistant Director, Health Services Division, 320 First Street, NW, Washington, DC 20534, (202) 307-3198, Certified – Return Receipt.

FAMM-VAP-Family-Visit Prison Guide


III.     WE ALSO HAVE OTHER RESOURCES – CONTACT US 

[i] https://reason.com/2022/10/10/judge-holds-federal-bureau-of-prisons-in-contempt-for-allowing-man-to-waste-away-from-untreated-cancer/#:~:text=Bardell%20had%20cancer%E2%80%94let%20alone,and%20instead%20immediately%20released%20Bardell.

 [iii] https://storage.courtlistener.com/recap/gov.uscourts.flmd.265888/gov.uscourts.flmd.265888.77.0.pdf

[iv] https://storage.courtlistener.com/recap/gov.uscourts.flmd.265888/gov.uscourts.flmd.265888.86.0.pdf

[v] https://news.harvard.edu/gazette/story/2023/03/supreme-court-may-halt-health-care-guarantees-for-inmates/

[vi] https://www.pprsus.com/wp-content/uploads/2023/09/BOP_-Leadership-2023.pdf

[vii] https://www.pprsus.com/wp-content/uploads/2023/09/1330.18_Administrative-Remedy-2014.pdf

[viii] https://www.pprsus.com/wp-content/uploads/2023/09/NACDL-bp-9-11-forms.pdf

[ix] https://www.law.cornell.edu/uscode/text/28/2241

[x] https://www.pprsus.com/wp-content/uploads/2023/09/Pro-Se-Handbook-Representing-Yourself-in-Federal-Court.pdf

[xi] https://www.pprsus.com/wp-content/uploads/2023/09/Regional-Counsel-and-Consolidated-Legal-Center-Offices.pdf

[xii] https://www.house.gov/

[xiii] https://www.bop.gov/locations/

[xiv] https://www.bop.gov/inmates/concerns.jsp

YOUR JUDGE ⚖️WILL ASK FOR YOUR PLAN TO NOT RETURN TO THEIR COURTROOM → 🕊️WHAT’S YOUR ANSWER?

Home Confinement Info Sheet

WHY A RELEASE PLAN?

“ARE YOU READY TO ANSWER YOUR JUDGES QUESTION?”
DO YOU KNOW WHAT YOU’LL SAY?

Release Planning should begin before your Presentence Interview if, for no other reason than at your Sentencing Hearing, your judge will ask you or want to know your plan to not return to their courtroom. In this video, I review why Release Planning should begin before your Presentence Interview if, for no other reason than at your Sentencing Hearing, your judge will ask you or want to know your plan to not return to their courtroom.

The Release Plan, Divided into ‘6’ Parts

Part I) Before your Presentence Interview (and is provided along with your Narrative to be woven into your Presentence Report), 


Part II) Before your Sentence Hearing (building and after giving more thought to your 1st Release Plan),


Part III) Once inside, here is where it grows – mostly by documenting your Personal Developmental Growth, which includes the FSA Programs and everything Constructive that you have been working on in areas of interest to you, including mentoring others or teaching classes.


Part IV) Before Release details what you will be doing once released. This can be started by following example forms developed by Rikers Island, the MN Dept. of Corrections – ‘The National Institute of Corrections Manual, or the Release Plan Prep Guide. All of this will, or should (as nothing is Guaranteed), make you appear a better candidate for a Halfway House. These beds are limited, and Residential Reentry Managers want to fill these beds with people who will reenter society successfully. Is this You? This video doesn’t cover everything, but I hope it provides some constructive insight.


Part V) After Release / Post-Incarceration Services

YOU ARE STILL UNDER THE CONTROL OF THE BOP 

  • For many in BOP custody until he/she completes his prison term (for sentences greater than six months).
  • You’re in a Residential Re-entry Center (halfway house) or working with the BOP’s Community Corrections Management.
  • If you’re eligible to be transferred to home confinement (the last six months or 10% of the sentence, whichever is less), your client will transition from the RRC or CSC with another set of rules and requirements.
  • Even after leaving BOP custody, he/she will start his supervised release period, which is often for three years.
  • Each of these is a different branch of the Justice Department, 
  • You Do Not Want To Get Disciplined or have any Infractions that Could Return You To Prison

Part VI) Supervised Release/Parole/Halfway House –

  • You think You’re Out/Done,
  • But You’re Still Under “Federal” Control,
  • This could be the Hard Part – No Mistakes – Don’t assume,
  • For Questions, Ask your Probation Officer or Residential Reentry Manager First and Often. Not hearing back is Not an OK To do what you want to do.
  • Some are harder to deal with if your charge is a State Charge – But Make This Temporary.
  • Supervised Release – Probation

Probation or Supervised Release is No Joke. Follow the rules, and all will be ok.  Probation Officers have huge caseloads; unfortunately, they are overworked and expect the worst. Be the exact opposite, and good things will happen.


Now, with a New Director of The BOP (Dir. Peters, there is reason for hope and optimism), The First Step Act, the Second Chance Act, and the Work You Do In Investing In Yourself Can Earn Your Way To Freedom. For more on your Mitigation steps, call me.


This is a document that will grow over time and will influence your STAKEHOLDERS.

WHO ARE ‘YOUR’ STAKEHOLDERS

Your Attorney • The Probation Officer Conducting Your PSI• The Prosecutor • Your Judge • BOP 1st) Designation Staff, 2nd) Your Case Manager, and 3rd) Unit Team • Residential Reentry Manager (RRM) • Probation Officer, • and Others You Have Yet To Meet

Call 240.888.7778 for a personal one-on-one call
to discuss your current issue or that of a loved one.

-Marc Blatstein


 

When writing your Narrative, Allocution, or Reentry Plan, read it through the Lens of YOUR STAKEHOLDERS: WHAT DO THEY WANT TO HEAR? Through their eyes, there are victims, and there was a crime, but without your narrative, all they have is the DOJ indictment of you – so you may appear like America’s “Most Wanted.”  Only you can change this.

It’s best started before your Presentence Interview and will continue to develop as you add to it during your stay in the BOP.


 

Writing Your Release Plan, Now Before Your Presentence Interview 

Attempting to write your Release Plan, you don’t need to have all the answers today! Start will the small parts (bites) that I have provided below. Like the rest of your plan, it will develop over time; I know because mine did. Remember: One bite at a time.

But, if you have a letter from someone willing to hire you when you are released based on your skills and character – that is a GREAT letter to include in your plan, your Presentence Report, and with your attorney’s Sentencing Memorandum at your Sentencing Hearing.


 

Your Reentry Plan addresses your STAKEHOLDERS

You must be Your Own Best Advocate – 

Your Judge: STAKEHOLDER. If your Narrative (with your Reentry Plan) is included in your Presentence Report, you now have your Judges attention because he/she, among other things, wants to know your plan to not re-offend.

  • What are you going to do?
  • In addition to expressing remorse for the victim(s), understanding their pain, suffering, and how it has impacted them, 
  • You have reviewed what your life brought you to this moment that caused you to do this – with no excuses. 
  • You have reviewed the FSA Risk Assessment Program Questions, which had you reflect on what you’ve done and read about the many available programs to learn from.

Your Unit Team, Case Managers, and Counselors are your STAKEHOLDERS. For all of your meetings, just like with your FSA Programs and Books that you are reading, document their name, date, time of day, and conversation topic to recall later. Consider it insurance.

  • Review the FSA Risk Assessment Program Questions (SPARC-13) and
    • Weave your answers into your plan before your Presentence Interview.
    • What you hope to learn from the programs and how you need to implement their lessons into your daily life, work, or family life –
    • Include something Positive about the teacher.
    • Praise the Case Manager who recommended you take these programs.
    • For both of these, your Case Manager may ask your opinion,

Your Case Manager, Counselor, and Warden, in their tenure, see’s hundreds to thousands of Adults In Custody (AIC, Director Peters’s new term) pass through their facility. How can you stand out in a good way? We all start off as a number – until we show them otherwise. If you’re looking to take advantage of the FSA and all it has to offer, no promises, but your efforts may result in an earlier release date.

If release plans are not required, then why do them – To reduce Your Time Incarcerated?

  • Without a Plan, why should your Case Manager and the BOP give you a reference to a Halfway House Residential Reentry Manager (RRM)
  • There are not enough halfway house beds in the country to house everyone who wants to use them.
    • Halfway House Residential Reentry Manager (RRM) wants to fill those beds with people who will use them to reenter their communities successfully.
  • Case Managers will Recommend you, which the Warden signs off, and your file then,
    • goes to the Residential Reentry Manager to determine who is best suited for their limited bed space, who needs that time, and who will succeed.
  • Residential Reentry Managers decide who can use the limited number of beds by evaluating your BOP file, including your PSR, Narrative, and release plan.
    • They’re also being judged, so they want to show success. Inmates writing release plans are a way that halfway house managers can make that judgment.

Start your plan before your PSIIt Can Include Parts of Your Narrative,

  • Once inside, give the credit for your plan to your Case Managers and their recommendations as they offered FSA Programs to you.
  • Offer that you researched for your Release Plan: National Institute of Corrections website.
    • This template covers Personal Identification, Housing, Transportation, Personal Needs, Employment, Recreation/Leisure Time, Chemical Dependency Treatment/Aftercare, and your Support System.
  • Write as you review your investigation, criminal charge, plea hearing, trial or guilty plea, presentence investigation, and sentencing process. You will see that preparation fulfilled as you develop a reentry/release plan to achieve a better outcome. 
  • QUOTING something like…: “Since my indictment and arrest, I had the time to think about everything I have done. Previously, I didn’t recognize how BAD my decisions were, But I realize it’s Not About Me. It’s about My Victims, What I did, and What I have to do – to make it right.
  • Referencing your PATTERN Score, address applicable points for either Men or Women.
  • If you learn you have a Detainer (hopefully before your Presentence Interview)
    • Last week, the BOP quietly issued a change notice to its Program Statement on applying for FSA credits.
      • Before sentencing (or as soon as possible), your attorney learns that there is a Detainer; when filing this form, with no response after 180 days, it goes away.

1) Followed With copies of your Social Security Card, Driver’s License (expired?), and Birth Certificate. Know where your originals are kept so you can get them, and where are they now if they were taken from you at your arrest?

2) Be Honest with how you fill out BOP forms and talk in prison. If you lie and it gets found out by your STAKEHOLDERS (Judge), you may have more significant problems. Don’t say you have a substance abuse problem – if you don’t. This can be held against you by the Judge or other STAKEHOLDERS.

  • Some of those you meet will be biased against you (try not to let it bother you, be polite)
  • Writing is good, But Showing That You Have Learned You’ve Done Is Wrong Is Where You Want To Be.
    • (The Anger Management Course)
    • DOCUMENTATION OF EVERYTHING YOU DO,
      • CLASSES YOU TAKE, BOOKS YOU READ, AND FSA PROGRAMS YOU HAVE ATTENDED;
      • Because even if your case managers forget to document your progress, at least your records are complete and
      • You CAN NOW VERIFY, AS IT IS IN ‘YOUR’ COMPLETE FILE

3) Who will be your Support Structure?

  • This includes those who care for you to ensure you don’t return to the judge’s courtroom. This can be family, friends, or others and can include a potential employer willing to rehire you following your release, all who have provided letters attesting to your character, and who are aware of your past criminal behavior.

4) Employment Opportunities?

  • Will you still be allowed to run your own business? Was your business part of your criminal arrest? If Yes – then-No.
  • It is possible, though, to work For Yourself With a great release plan – Yes,
    • Probation May let you work for yourself and travel.
      • Were you working for yourself before your arrest? Yes,
      • If working for yourself – was this job part of your criminal activity? If No, OK
      • What will you do–keep it separate from your criminal conviction?
    • Who’s the owner?
    • Does it need to be registered with the state, licensed, etc?
    • Be Organized: “While incarcerated, I want to plan to own my own business, and these are the steps I will need to take.”
    • Will you need employment? No, I’m retired but volunteer or care for A Relative.
    • How realistic are your employment opportunities? You’re a physician – at best, you’ll need to reapply to your board, get your CMEs, etc. DEA and Provider Numbers, Medicare and Medicaid, OPM, and HHS.

5) At this point, your Reentry Plan is much shorter than it will be at the end of your sentence.

6) The plan will changeKeep your Case Managers Updated on your REENTRY Plan

  • This is why I need either 1 year in a Halfway House (or Home Confinement) – here’s what I need to do as I prepare to get back on my feet.

7) After sentencing, especially if the Judge gives you a downward Departure, start thinking about your Reentry plan, add what you wish you had done differently, and add what the judge said at sentencing before you forget.

 

 

BY THE NUMBERS

  • If you have over 12 months of ETC, they could be applied to Halfway House or Home Confinement.
    • If You Have the Appropriate Resources and Reentry Plan
  • ETC in Halfway House: for example, if you have 11 months, the BOP may apply that to early release.
  • If you have 14 months ETC:
    • 2 Months in Halfway House
    • The 2nd Chance Act,
      • The 5 Factor Review: 8 mo. Halfway House, 6 mo. Home
  • Released to Home vs. Halfway House.
    • The BOP now sends inmates to the Halfway House, where they are evaluated for their plan.
      • It is up to the Halfway House to determine if the person meets the Eligibility & Appropriate criteria.
      • It is up to our REENTRY Plan to show why Home Confinement is needed.

HOME CONFINEMENT INFORMATION SHEET

THE PRESENTENCE REPORT

What is The Presentence Report?

The PRESENTENCE REPORT (PSR), IS YOUR “REFERRAL” THAT CONTROLS ALL ASPECTS OF YOUR LIFE AND IMMEDIATE FUTURE – REDOS ARE VERY FEW, EXPENSIVE, AND HEAVY LIFT.

ITS ACCURACY AND COMPLETENESS CANNOT BE OVERSTATED.

YOUR NARRATIVE CONTAINS ALL THE CONTENT FOR THE PROBATION OFFICERS REPORT

IT IMPACTS YOUR

Release Date

It includes You Accepting Responsibility,

Your Remorse,

Acknowledging Your Victim’s Pain

‘Standing Out To Your Judge.’ M. Santos interviews Federal Judge Mark Bennett on the importance of writing Your Personal NARRATIVE and including it in Your Presentence Report. 

IT DETERMINES YOUR,

Security Level Requirements

Medical and Mental Healthcare Needs

Psychology Programs – Limited Availability

FSA Programming, and Criminogenic Needs, Risk Assessment


For a personal, one-on-one call with me to discuss your current issue or that of a loved one,  give me a call (240.888.7778). If I cannot answer, please leave a message, as I personally return all calls. Marc Blatstein

We are not Attorneys; you need Legal Representation.


BEING PREPARED – SUMMARIZED:

  1. PREPARED FOR YOUR FIRST MEETING WITH YOUR UNIT TEAM:
  • 1st) AS SOON AS YOU ARRIVED AND LOCATED A COMPUTER, YOU HAVE ALREADY TAKEN YOUR FSASPARC-13 RISK ASSESSMENT SURVEY,
  • 2nd)REQUEST TO PARTICIPATE IN THE FINANCIAL RESPONSIBILITY PROGRAM.
  1. YOUR PATTERN SCORE IS FIXED AT THIS MOMENT IN TIME – BUT CAN CHANGE; WHAT IS YOURS? (MALE or FEMALE)
  2. AS SOON AS YOU ‘FELT’ YOU WERE A TARGET
  • INTERVIEW AND FIND A CRIMINAL DEFENSE ATTORNEY WHO PRACTICES IN FEDERAL COURT

AFTER YOUR GUILTY HEARING, YOUR ATTORNEY

  • Has given you a long list of documents that the court needs copies of financial, medical, Biographical, and Identification Background Information
  • Next, you begin a several-month writing project that includes;

Presentence Report, plus your Allocution and

Release/Reentry Plan, where the Judge will ask you, “What is your plan for the future – to not re-offend?),

All of this, As You Prepare For,

YOUR PRESENTENCE INTERVIEW (PSI) – INVESTIGATION REPORT

 


PREPARATION FOR THE PRESENTENCE INTERVIEW.

9:30.7 Inside Baseball: Interview With Former Federal Probation Officer Tess Lopez

For a successful and productive legal process to occur, both counsel and clients must maintain a level of accountability and mutual respect. Additionally, active listening on both sides is crucial for effective communication and understanding. As part of this process, counsel will proactively reach out to Probation as needed, and defendants will provide their attorneys with all requested Biographical Background and Personal Identification information. By adhering to these guidelines, all parties involved can work towards achieving the best possible outcome.

It is critical to take time to draft a well-thought-out NARRATIVE and RELEASE Plan, including content relevant to the PATTERN score and Risk Assessment Survey. These documents are then woven together, organized, and prepared with accuracy and comprehensiveness before being given to the probation officer 1-2 weeks before the interview, to be eventually included in their PSR Under Seal.

The interview process holds immense significance as it offers a valuable chance for the Probation Officer to establish a personal connection with the client. Given the constraint of limited time, this opportunity is greatly appreciated by both parties involved. It allows for a deeper understanding of the client’s situation and helps the Probation Officer to provide tailored guidance and support.

The Presentence Report is a crucial tool that enables the court to take into account sentences that fall outside the guideline range. It’s important to note that the government typically does not provide this information voluntarily. By utilizing the Presentence Report, the court can make informed decisions about variances in sentencing.

  1. Counsel aims to determine the “dictation date,” which is the deadline for the P.O. to complete the initial draft of the official Presentence Report (PSR).

Upon commencing their work, the counsel and client are promptly informed of the specific timeline requirements to complete their respective tasks. Any legal or personal concerns that the client may have must be addressed within the given time frame, in addition to preparing for the upcoming interview. All necessary steps must be taken to ensure that the entire process runs smoothly and efficiently.

Requesting a minimum of three months to prepare for the interview is imperative. This request should have been made during the guilty hearing, and the judge must agree before setting the sentencing date.

Counsel should contact the PO before they speak with the Prosecutor. It’s important to build a relationship and assess what the PO knows. This allows the council to explain its position because the PO was not present in court and has not formed an opinion yet.

They may still have an open mind if they have not spoken with the prosecutor.

If the PO had already spoken with the Prosecutor before they ever met/interviewed you – they may have already been influenced, just not in your favor.

Your attorney aims to make their case and position with a personal meeting.

As you work on your personal narrative, it will undergo several revisions before reaching its final form. This is your chance to tell your story authentically and sincerely, taking responsibility for your actions. As you are writing try and keep in mind what your judge and Probation Officer are looking to hear and feel from you. By keeping these points in mind, will go a long way as you begin to tell your life story. Your Personal Narrative, as an integral part of your Presentence Report and will reflect your unique perspective on the events that led to your arrest.

Begin by writing your Release Plan, then prepare an Allocution for your conversation with the judge during sentencing.

When it comes to the Sentencing Hearing, remember to speak from your heart and answer the Judge’s questions truthfully. Your honesty will shine through and be heard by the Judge.

When making a prison placement request, Counsel will provide reasons for the request, such as medical or FSA programs.

BOP Example: FPC Alderson,

Counsel will outline each factor for the PO to consider under 18 U.S. Code § 3553

Part E (assistance in the investigation or prosecution of another, section 994 of title 28)

Part F (sentence below the guideline range under 18 U.S.C. §3553(a)) 

Defendant does Not Have:

1) more than 4 criminal history points, 2) a prior 3-point offense, or 3) a prior 2-point violent offense

  • did not use violent threats
  • did not result in death or injury
  • was not an organizer, leader, manager, or supervisor
  • defendant has truthfully provided the Government with all information and evidence

If the probation officer is open to a variation, persuading the court to impose a sentence below the guideline range could be crucial.

If your client is sentenced to prison, the Presentence Report (PSR) and Statement of Reasons (SOR) are crucial documents used by the BOP to determine their future.

During the probation officer meeting, the information presented will play a vital role in determining the client’s placement. Depending on the severity of the offense, the client may be sent to a dormitory-style camp or a maximum-security prison. This decision is especially crucial in complex cases involving multiple counts, various methods of calculating the guidelines and identifying the most appropriate guidelines to follow. Therefore, the information presented during the meeting must be accurate and comprehensive to ensure a fair and just outcome for all parties involved.

Establishing a connection with your probation officer by means of personal communication can be beneficial for your defense attorney to present their interpretation of the case, particularly in intricate cases.

To ensure the best outcome for the case, it may be beneficial for the lawyer to schedule a personal meeting with the Probation Officer (PO) if they were absent during the trial. As Probation Officers have a demanding workload, it is important to approach them with understanding and offer any assistance possible to ease their burden. By taking these extra steps, the lawyer can ensure that the PO understands the case and their position, which can positively impact the outcome.

It is advisable to promptly write a letter to the PO presenting your complete perspective on the case.

Before requesting relief from the Guidelines, having the Probation Officer and Assistant U.S. Attorney (AUSA) understand your client’s behavior and role in the offense is important. Also, ensure everything is completed and handed in before the interview and dictation date.

If you’re getting ready for a trial, it’s always wise to seek guidance from a Federal Defender on how to familiarize yourself with the judge’s preferences. You should inquire if the judge reads sentencing memos and character letters, and if yes, how long they should be. It’s also important to consider whether there are any issues like overcrowding, staff shortages, or any other factors that may impact your client’s ability to access the necessary services. By taking these steps, you can ensure that your client receives the best possible outcome.

 

Mental Illness: Was this a contributing factor, or has there been significant abuse or trauma? Either way, they should be evaluated, and if you are unsure of a local expert, ask the prosecutor for recommendations.

  • If there is a current treating therapist, it is best for all if they appear as witnesses; most judges would rather hear from a treating physician than a doctor for hire. This is not to put down experts, as they provide expert testimony that can only come from a select few.
  • If, on their own, treatment was started before the indictment, Guilty Hearing, PSI, or Sentencing, all the better. (AA, NA, GA, Psych. Counseling); this needs to be included in the PSR, Sentencing Memorandum…
  • A White Collar defendant, where after an extensive interview, the following is the result of a mental evaluation,
  • Exceptionally bright, high-functioning, and very successful individual.
  • He/She is very skilled, highly motivated, and works 18-20-hour days for money-promotions-privileges.
  • The client is an obsessive-compulsive perfectionist.
  • Suffers from depression and anxiety.
  • Having an overwhelming desire to be successful, personally and financially
  • This may cause an ordinarily law-abiding person to “cross the line” into inappropriate or illegal behavior.
  • Familiar?
  • Later diagnosed with bipolar disorder
  • Latest statistics by the U.S. Sentencing Commission
  • 6 percent of inmates received downward departures for diminished capacity (U.S.S.G. §5K2.13).
  • If half of the inmates have symptoms of mental health problems,
  • yet only 2.6 percent are receiving departures, are the judges simply insensitive?
  • Or does the problem lie at the feet of the defense counsel, who is not taking the time to investigate the client’s social and psychological history thoroughly?
  • Unfortunately, I believe it is the latter.  Tess Lopez.

 

Character Letters: only pick out a few to discuss in the memorandum, but add at the end that “there were another 50 that all said similar things, and the PO has those.”

If an employer is willing to write a character letter that says they will rehire you due to your skills and character once you are released – that is a Great letter for The NARRATIVE and Release Plan. 


The Sentencing Memorandum is best submitted approximately seven days before the sentencing hearing,

Corroborate your defense and placement request with the appropriate supporting documents, albeit a doctor’s letter/ report/ medical/treatment records, etc. Remember to document, document, document.

All of this is preferably done under seal via the Probation Office so that the information is appended to the PSR when given to the BOP.

Therefore, including it in some manner during the Presentence Interview is optimal.

In The Sentencing Memorandum, give the Judge 1 or 2 cases with the highlighted pertinent points; if there is a video or pictures, include those. 

  1. 18 U.S.C. §3553(a)(2)(D) requires a sentencing court to consider The Nature and Circumstances of the offense and The History and Characteristics of the Defendant. In the client’s NARRATIVE, most of this should be covered.

To determine which 18 U.S.C. §3553(a) factors apply, while someone with experience should:

1st) Conduct in-depth (multi-hour) interviews with the defendant, should an evaluation be needed (even in White-Collar). Now is the time, and

2nd) plus having the time (multi-hours) to speak with family members, close friends, and business associates or trusted employees to understand the person better.

As most Officers do not have ‘any’ time, at times, this is left to counsel to do themselves. This provides the opportunity to discuss hiring someone to do this part of the background work, or it may just not get done.

Evaluation of the care needed for a client’s medical condition – may support a cost-related (home confinement) argument.

This is most apparent in defendants diagnosed with a terminal illness or a diagnosis that falls outside the scope of what the BOP can provide (Long-Haulersor Post-COVID).

The cost of incarceration should also be factored into whether a sentence is “greater than necessary.”

Last are those, where appropriate, emphasizing to the court what the client would be doing if not incarcerated (i.e., working, supporting a family, paying taxes, and/or restitution).

 

The Presentence Report Determines Your Future – So Preparation For Your Interview is Vital

  • Judges use the PSR to determine the length of a sentence.
  • The Bureau of Prisons (BOP)uses the same PSR for prison placement.
  • The PSR is again used by Probation during Supervised Release.
  • Lastly, this same PSR becomes a permanent part of your record and the Inmates Bible – It truly is, the gift that keeps on giving.

USING EMAIL⌨ AND PHONES ☎️IN FEDERAL PRISON: A STEP-BY-STEP GUIDE

TRULINCS EMAIL

The Rules for Email are set in The BOP Program Statement P5265.13.

  • TRULINCS: email Sent From someone in the BOP.
  • CORRLINKS: email Received either by persons outside of prison, or with the Warden’s Permission, other inmates in different facilities.

 

“TRULINCS” is charged based on $0.05/ minute, with the funds removed from your Commissary Account. This includes all of your time “On The System;” no matter whether you are reading a message, typing, or printing (at 0.15 cents per page).

    • Your maximum time is 30 minutes, and then you must wait another 30 minutes before logging back on if there is a computer free.
    • Minutes are sold in lots ranging from 40 to 600.
    • Messages can be ~ 2000 words or 13000 characters (and you will see a “countdown timer” in case you lose track).
    • Everything is plain text, with no special symbols; nothing fancy.
    • There is No Message Forwarding, but you can send a message to multiple persons at one time. If you are found to be forwarding messages, at minimum you may have restrictions put on your usage of the system.
    • Printing messages cost 15 cents per page.
    • An inmate could be restricted from TRULINCS (the public messaging system) in the following circumstances:
      • The person has a history that threatens institutional security or the public.
      • A prisoner is under investigation for Disciplinary Violations related to TRULINCS, or Corrlinks abuse or misuse.
      • Disciplinary sanctions have restricted the person from emailing for a specific period.
      • When there are particular email or sexual offense criminal charges.

CORRLINKS: No forwarding any message to third parties!

USING TRULINCS

  • Is considered a privilege; therefore, the Warden or other authorized representative may limit or deny that privilege to any person.
  • Individual inmates may be excluded from program participation as part of classification procedures, where the Warden makes the final determination.
  • All incoming and outgoing electronic messages, including transactional data, message contents, and other activities, are monitored and retained. [FYI: all that you do is monitored in prison, please don’t try to outsmart them.]
  • BOP staff can reject individual messages sent to or from inmates using TRULINCS that jeopardize the institution’s interests.
  • Each inmate’ acknowledges, and voluntary consent must be documented on the Inmate Agreement for Participation in TRULINCS Electronic Messaging Program Form (BP-0934).

 

TRULINCS RESTRICTIONS

  1. When it is determined that their use would threaten the safety, security, or orderly running of the institution or the protection of the public and staff.
  2. A Public Safety Factor – Sex Offender, does not automatically exclude them from participation.
  3. Pending Investigation or Disciplinary Action for Possible Messaging (TRULINCS) Abuse or Misuse. A messaging restriction in this situation is discretionary to ensure the institution’s safety, security, and orderly operation, or the protection of the public and staff.

 

YOUR CONTACT LIST

  • Inmates may only exchange electronic messages with persons in the community who have accepted the inmate’s request to communicate.
  • Attorneys, “special mail” recipients, or other legal representatives on their electronic message contact list, with the acknowledgment that electronic messages exchanged with such individuals will not be treated as privileged communications and will be subject to monitoring.
  • Inmate to Inmate Communication. An inmate may be permitted to correspond via electronic messaging with an inmate confined in any BOP facility if the other inmate is either a member of the immediate family or is a party or witness in a legal action in which both inmates are involved. The following additional limitations apply:
    • The appropriate Unit Manager at each institution must approve in writing the correspondence if both inmates are members of the same immediate family or are a party or witness in a legal action in which both inmates are involved.
    • The Warden will be informed of any unusual circumstances about a request to correspond electronically for members of the same immediate family or for inmates who are a party or witness in the same legal action.

OUTGOING MAIL LABELS

    • Ordinarily, inmates are required to place a TRULINCS-generated mailing label on all outgoing postal mail.

ELECTRONIC MESSAGE MONITORING

  • Electronic messages sent or received by inmates at all security levels are subject to monitoring for content by trained staff.

TRULINCS Email Contact Request Form BPA1054

    • This form allows two contacts per page and is very detailed.
    • From prison, an email will be sent out.

 

CORRLINKS: email Received either by persons outside of prison, or with the Warden’s Permission, other inmates in different facilities.

 

CORRLINKS

  • You may or may not receive an email alert, that you have a CORRLINKS
  • So if you get to this part first, great.
  • As you see, you will need to Register.
  • Enter: Your email and create a password.

 

 

ON YOUR FIRST CORRLINKS LOGIN

  • You will see all of these choices below.
  • The only one that I believe we need to work on now is Mailbox.

 

 

 

THE REGISTRATION CONTINUES

  • It may not be exactly in this order, but fill out all of your information that is in RED.
  • You will also see that there is a space for an Identification Code.
    • When you get the alert that you have your first email, Do You Accept It?
    • If yes, there will be an IDENTIFICATION CODE (which may expire in “10 Days”),
    • Copy that code and enter it on Your Registration Form ⇓

 

YOU NOW CORRESPOND FROM YOUR PC,

YOUR APPLE DEVICE, OR

 

GOOGLE.

 

CorrLinks Guide: An Overview

  • CorrLinks is a reliable and convenient web-based email system that allows authorized users to communicate with inmates through secure email. To use this service, you need to create an account, purchase credit, and add inmates to your contact list. Once you complete these steps, you can send messages to inmates, who can conveniently receive and respond to them using a secure kiosk within the prison.
  • Forgotten your password on CorrLinks – don’t worry. The system has got you covered! Simply reset your password, it’s a quick and easy process. Please note that CorrLinks won’t be able to personally assist you with this, but rest assured that their system is designed to help you with password resets.
  • Your first email alert from your loved one. Upon receiving an alert that an inmate wants to add you to their account on CorrLinks, you simply need to accept the request to begin exchanging messages with them.
  • If you’re thinking about blocking an inmate on CorrLinks, it’s important to know that it’s not a decision to be taken lightly. Once you’ve blocked them, it can be difficult to undo the process. You’ll have to go through a lengthy process of sending a written request to the institution to remove the block. It’s important to note that the institution’s mailing address can be found on the Federal Bureau of Prisons website. Once the block is removed, the inmate will have to send you another invitation to add your email again. If you’re certain that you want to block an inmate, you can easily do so by selecting the “block contact from an inmate” option or “block contact from every inmate at a specific facility” option from the menu on CorrLinks. But remember, it’s important to think through your decision before proceeding.
  • CORRLINKS Customer Support.

PHONE CALLS

  • Inmate Phone Calls Are Recorded and Monitored
    • No three-way telephone calls are allowed and this will result in you being disciplined.
    • The hours may start as early as 6:00 a.m. and extend as late as 11:30 pm.
    • Inmates can make up to 300 minutes of prison phone calls each month, each for 15 minutes.
    • In most cases, inmates must wait one hour from the start of their last prison phone call before they can place another call.
  • When making a collect call, the recipient must agree to pay for the call.
    • $0.06 to $0.38 each minute for local calls and
    • $0.56 per minute when calling long distance.
  • Direct-dial telephone call costs are subject to change, taken from your commissary account, and are currently as follows:
    • Local calls: $0.06/minute
    • Long-distance calls in the U.S.: $0.21/minute
    • Calls to Canada: $0.35/minute
    • Calls to Mexico: $0.55/minute
    • Other international calls: $0.99/minute
  • In November and December, the prison Warden may authorize an additional 100 minutes, on top of the allowed 300 minutes.
  • Biden signs a bill to fight Expensive State Prison phone call costs, JANUARY 6, 2023
    • Incarcerated people pay about 5 dollars for a 30-minute phone call. A new bill wants to change that.

 

CELL PHONES

  • The new law makes possession or use of a cell phone or wireless device a crime punishable by up to a year in prison.
  • The law also covers the smuggling of cell phones into the BOP.
  • Good Time Credits and Earned Time Credits may also be lost, as well as possibly going to The SHU or triggering a change in prison.

Dr. Marc Blatstein | About

Marc Blatstein was born in Philadelphia, Pennsylvania, where he attended high school. He later went to George Washington University in Washington DC for his undergraduate degree, where he received a Bachelor of Arts in Psychology, all the while working a job on the side to help offset the high costs of a college education.

Marc later went to Ohio College of Podiatric Medicine, where he studied medical training and obtained his Doctor of Podiatric Medicine Degree. While studying there, he started the “Pink Panther Bartenders” along with his brother and two of his classmates to help with some of the costs of higher education. At one point, he was grateful to be asked to participate in a Gala for the Cleveland Opera, to which he agreed.

He then attended a surgical residency that covered Podiatric Medicine and Surgery, which was followed by a 31+ year career as a single practitioner. While in practice, Marc Blatstein incorporated a medically oriented shoe store, wound care, and physical therapy programs into his practice.

HOBBIES

Most of my joys have been spent on the water, while I have enjoyed power and sailing with my 1st mate, Bailey.

In the end, though, the peace of sailing is where I have spent most of my time.

 

 

EDUCATION | PRACTICE AND CONSULTING TIMELINE

George Washington Univ., BA in Psych. (’77),
Externship(s):
* Lutheran Hospital Baltimore MD. (’82),
* Atlanta Hospital & Medical Center, Atlanta GA (’82).
Ohio College of Podiatric Medicine, Doctor of Podiatric Medicine, DPM (’83),
Lawndale Community Hospital Surgical Residency in Podiatric Medicine & Surgery (’84)
1st Career: Podiatric Foot And Ankle Medicine and Surgery, License, 1985 – 2023
2nd Career: Physician Presentence Report Service, LLC., 2011

PRIVATE PRACTICE 1985 – 2023

POPULAR COMPONENTS OF MY PRACTICE

I. PLANTAR FASCITIS

According to Dr. Marc Blatstein, morning heel pain is the most common complaint he treats. Patients relate that it is pain upon standing first thing in the morning. While the pain initially is excruciating, with ambulating, the pain may subside, only to come back again with a vengeance after sitting and then immediately returning after standing up again.

The plantar fascia is a ligament attached at one end to the bottom of the heel (in a medial, central, and lateral band), then fanning out into the ball of the foot, thus acting as a shock absorber for the foot. As the foot impacts the ground, with each step, the plantar fascia stretches slightly. When these excessive pressures of pulling the plantar fascia on the heel occur over time, with an innocent step (like stepping on a marble or off a curb), they create small tears in the plantar fascia (the ligament on the bottom of the foot) resulting in a small amount of bleeding, pain & inflammation. Medical literature initially thought heel pain was due to a bone spur on the bottom of the heel bone (or calcaneus). We now know that the pain is due to excessive tension on the plantar fascia as it pulls on its attachment to the inside/medial aspect of the calcaneus (heel) bone.

In diagnosing heel pain, Dr. Marc Blatstein relates that over the years, patient care has demonstrated that not all bone spurs are painful, and everyone with heel pain (or plantar fascitis) does not necessarily have to have bone spurs. A complete history and physical exam play a large role in approaching this diagnosis, along with weight-bearing X-rays, which are useful in determining if a heel spur is present (fractured), or associated with other pathologies contributing to the diagnosis.

Initially, treatment by Dr. Marc Blatstein can start with a combination of one or all of the following: padding & taping of the foot in a supportive nature, taking oral anti-inflammatory medications, immobilization of the foot in a walking cast, physical therapy as well as implementing specific stretching exercises. Should additional treatment be necessary, cortisone injections and orthopedic functional foot orthotics may be prescribed. Should any or all of these treatments fail, and after a detailed review of X-rays and lab results with your physician, surgical intervention may be considered, and according to Dr. Marc Blatstein, it is very effective. Here, an Endoscopic Plantar Fasciotomy is one (of many) of the possible procedures that could be recommended. A plan is formed between you and your doctor for a successful outcome meant to add a full and enjoyable life to your years.

II. THE CIRCULATOR BOOT™

 

A major part of Dr. Blatstein’s practice is using The Circulator Boot™ as a method of treatment that helps with the core elements of lower extremity wound therapy: bacterial control, increased blood supply, moisture, and the removal of dead or damaged tissues to help the healing of healthy tissue. Along with other modes of treatment, surgical debridement of infected wounds, the use of antibiotic medications along with home care, and boot therapy in Marc Blatstein’s eyes may improve the blood supply and control the infection when standard methods of treatment are failing.

The Circulator Boot™(Mayo Clinic.org), from Dr. Marc Blatstein’s years of experience, the end-diastolic timing of its leg compressions (this FDA-approved non-invasive technology) provides benefits in preventing leg amputation. Poor circulation and infection are the leading causes of 90,000 diabetic amputations that occur every year in the United States.

The Circulator Boot™, “A leg with poor arterial blood flow, may be likened to a dirty sponge that is half wet. Squeezing such a sponge disseminates the water throughout the sponge. Soaking and wringing the water repeatedly from the sponge may help clean it. In like fashion, the heart monitor of the Circulator Boot™ is timed to allow each arterial pulse wave to enter the leg as best it can (to partially wet the leg “sponge”). Boot compressions provide a driving force to disseminate blood around the leg and, at the same time, press venous blood and excess tissue water from the leg. Patients with a pulse rate of 80 beats per minute might receive 4800 compressions an hour. Patients with severe arterial leg disease might receive 100 such treatments or close to a half-million compressions! Breakdown of the clot, re-channelization of blocked vessels, and forming small new vessels may help restore blood flow.”

For those who may be facing amputation, this may be an option. Dr. Marc Blatstein recommends learning more about The Circulator Boot™ as a Method of Treatment via The Circulatory Boot Service at the Mayo Clinic.

III. TARSALTUNNEL SYNDROME

Similar to Carpal Tunnel, Tarsal Tunnel Syndrome is due to the compression of a nerve called the Posterior Tibial Nerve. Dr. Marc Blatstein, a Podiatric Surgeon, explained that Tarsal Tunnel Syndrome occurs over time as the nerve becomes inflamed, resulting in symptoms such as burning, electric shocks, and tingling, as well as a shooting type of pain. Other factors that Dr. Marc Blatstein has found factors contributing to Tarsal Tunnel Syndrome come from either an overly pronated foot, which puts a stretch on the nerve, pressure on the nerve from soft tissue masses such as ganglions, fibromas, or lipomas that physically compress the nerve, as well as other insults to the nerve.
The diagnosis is usually quickly made by physical exam and the patient’s complaint history. Observation may reveal a slight swelling just on the inside of the ankle joint. As part of the physical exam, Dr. Marc Blatstein finds that gently tapping the inside of the ankle joint in the acute phase will result in a tingling sensation that may shoot up the leg and/or into the foot. Nerve conduction studies are another tool that will reveal if there is damage to the nerve.

Treatment of the Tarsal Tunnel involves many different components, some of which are correcting the abnormal pronation of the foot [which is accomplished with prescription functional foot orthotics]. Along with this, oral anti-inflammatory medications, vitamin B supplements, &/or steroids may provide some benefit but are rarely curative. Should a soft tissue mass compress the nerve, surgical removal of the mass may be necessary. Surgical correction of Tarsal Tunnel Syndrome has a good chance of success; at the same time, the overpronation of the foot still needs to be followed with functional foot orthotics.

IV. THE PAINFUL HAMMERTOE

According to Dr. Marc Blatstein, hammertoes appear with the toes bent in a clawing fashion. Hammertoes may be flexible or rigid; flexible infers that you can manually straighten the toes, while it is not possible to straighten the rigid toe. Because most of us wear enclosed shoe gear, the pressure caused by the shoe gear we wear causes the toes to become painful. On top of this, pressure forms hard corn, while on the bottom of the foot, the toe pushes the metatarsal bone down, forming a callus under the metatarsal head. Treatment of hammertoes can be approached in many ways. Dr. Marc Blatstein starts by recommending a combination of appropriate shoe gear and a functional orthotic prescribed as a shoe insert to help the hammertoes from progressing or getting worse. In the very initial stages, while the toe is still flexible, it can be tapped into its corrected position, utilizing a functional orthotic. This conservative treatment also consists of hammertoe and buttress pads, all available over the counter, and open-toe shoes.

With continued pain, correction of the deformity, while successful, depends on whether they are rigid or flexible. While the hammertoe is still flexible, a simple tendon release followed by taping it in the corrected position is usually effective. Then, a functional orthotic may be prescribed to help maintain this correction. With a rigid hammertoe, the surgical procedure consists of removing some skin and a small section of bone. Dr. Marc Blatstein told us that in cases of a severe hammertoe deformity, a pin may be used to hold the toe in its corrected position for several weeks & then it is removed. In all cases, following your surgeon’s after-surgery instructions is essential to get the best result.

V. INGROWN TOENAIL

Victoria Azaranka recently dropped out of a tennis match because of an ingrown toenail. Dr. Marc Blatstein tells us how to prevent ingrown toenails. Several people wait far too long to have the procedure, and they have more complications. 

Most people do not think an ingrown toenail will get in the way of their profession, but it did for one person. Victoria Azaranka, the world’s No. 1 tennis player, was sidelined due to an ingrown toenail in her right big toe. The toenail had become ingrown and made it so painful she had to sit out of a match against Serena Williams, a former world’s No. 1 women’s tennis player. The cause behind the ingrown toenail is a surprise, a bad pedicure.

PUBLICATIONS:

Nails Magazine, Contributor, through the 1990s

                                                                                                               

CREATIVE FOOTWORKS

Novelties, Business Supplies, and Gifts for those practicing Foot and Ankle Medicine and Surgery, 1986-1996.

 

        

             

                                                                     

 

 

 

 

SECOND CAREER

PHYSICIAN PRESENTENCE REPORT SERVICE, LLC. 2011

 

PUBLICATIONS:

 

 

Presentence Report

 

 

The Federal Lawyer, Co-authored, 2021

 

 

 

 

 

 

 

 

American Bar Association, Co-authored two Chapters in 2022

While In The BOP Your Client Needs A Medical Second Opinion – The Process

If your client is lucky enough to get approval, they still may face months (or possibly years) to get to see and then be treated by that specialist. Having their condition noted in their PSR along with their treating physicians’ recommendations included may prove helpful here. Taking all of this into account, the BOP is under no obligation to follow the consulting physician’s treatment recommendations; Program Statement P6031.04 (Pg. 20-21).

 

Taken from my article below; The Federal Lawyer, Jan/Feb. 2021 (Pages 45-46), I review the process that the BOP uses to provide care. Briefly, they’re based either on their definition of medical need, treatment cost, staff availability to accompany the inmate to see the physician, or how close the inmate is to their release date.

 

  1. Life-Threatening Conditions

Treatment for life-threatening conditions is essential to sustain the life or function of a critical bodily system and requires immediate attention.

The BOP refers to these conditions as “Medically Necessary–Acute or Emergent” and includes the following conditions in this category: heart attacks, severe trauma such as head injury, hemorrhage, stroke, detached retina, sudden vision loss, and complications of pregnancy or labor.7

   2. Medically Necessary Conditions

The BOP defines this category to include conditions that are not immediately life-threatening but which without treatment now, the inmate could not be maintained without significant risk of:

• Serious deterioration leading to premature death.   

• Significant reduction in the possibility of repair later without present treatment. 

• Significant pain or discomfort that impairs the inmate’s participation in activities of daily living.

Examples of conditions the BOP includes here are chronic conditions such as:

  • High blood pressure, high cholesterol, heart disease,
  • Diabetes; severe mental health issues (e.g., bipolar disorder, schizophrenia);
  • Infectious disorders (e.g., HIV, tuberculosis); and cancer.

   3. Medically Necessary but Not Urgent

The BOP defines this category as “Medically Acceptable—Not Always Necessary.”10 The group includes conditions for which “treatment may improve the inmate’s quality of life.”11 Examples of treatments for conditions in this category, as listed in the BOP, Policy on Patient Care, include:

  • Joint replacements,
  • Reconstruction of the anterior cruciate ligament (ACL) in the knee, and treatment of:
  • Noncancerous skin conditions.

Such treatment procedures require review and approval by the institution’s Utilization Review Committee, which considers various factors, including:

  • Risks and benefits of the treatment,
  • Available resources (including the cost of security staffing and transportation),
  • The inmate patient’s medical history, and
  • How intervention (or lack thereof) will impact the inmate’s activities of daily living.

Should an outside specialist consult be needed for a non-emergent condition, a referral request is made to the prison’s Utilization Review Committee and clinical director. Other members involved in this decision-making process include:

  • The associate warden or warden,
  • Health service administrator or assistant,
  • The medical trip coordinator,
  • Any health care providers directly involved in the referral, and perhaps:
  • The director of nursing and
  • The chaplain or a social worker. 

The clinical director has the final say over all Utilization Review Committee decisions. If approved, the inmate-patient will be placed on a schedule or waitlisted until the specialist has an opening during the contract’s limited monthly hours, which may be several months or years later.

Notably, the clinical director is under no obligation to follow medical recommendations made by the outside physician consultant specialist. If the recommendations are not followed, the clinical director will document his/her justification in the inmate’s health record.16 Justification may be based on the category of care sought.

  1. Medically Appropriate

Some treatments, even though recommended by a health care provider and deemed appropriate by the clinical director, still require approval by the Utilization Review Committee, which is not likely to be granted. These treatments are considered by the BOP to have “limited medical value” and include cosmetic procedures and removal of noncancerous skin lesions.17 It is worth noting that some skin lesions may be misdiagnosed, so the denial of treatment for these appropriate medical procedures is a concern for inmates with such health needs. 

  1. Extraordinary Treatments

The BOP considers a medical treatment extraordinary if it “affect[s] the life of another individual, such as organ transplantation.”18 Thus, organ transplants and experimental/investigational treatments require the approval of the Utilization Review Committee, which is not likely to be granted.

If you’d like to discuss this, I look forward to speaking with you.

Federal Sentencing and Placement – The Process

98% of federal defendants plea

Federal Sentencing

1st: Federal Defendants indicted, >93% likely will receive a federal sentence to a BOP facility

 

2nd: The defendant’s first appearance in court
  • ~93+%, can result in either a plea or verdict of guilty to a federal sentence
  • Between the Defendant’s 1st and 2nd court appearance, a resume or CV of the defendant’s background is developed, called the Presentence Report (PSR).
  • The PSR is where the Defense Team Can make a Placement Request while documenting the defendant’s medical, criminal, work & education histories, etc.
3rd: The defendant’s second court appearance is for the Sentencing Hearing
  • The details of sentencing are not taught in most law schools
  • Judges determine the length of time the defendant is imprisoned
  • Judges can also make a placement request to the BOP
4th: The BOP determines placement
  • Some of the factors that affect placement (BOP Policy Statement P5100.08 (Chapter 4 Pages 5-13 and Chapter 5 Pages 12-13):
    • Judges recommendations
    • Public Safety Factor (PSF) Variables
      • Accepting Responsibility
      • Age
      • Criminal History
      • Education Level
      • Legal Release Residence
    • Management Variables: Pre-determined Security levels
      • Disruptive Group-confirmed member
      • Greatest Offense Severity #
      • Greatest Severity Offense
      • Prison Disturbance
      • Serious escape
      • Serious Telephone Abuse
      • Sex Offender
      • The Threat to Government Officials
    • Medical CARE LEVELS I-IV Structure
    • Mental Healthcare CARE LEVELS I-IV Structure
    • Psychology Treatment Programs
    • Medication Availability is explained in this video.

      • On Formulary, or available
      • Non-Formulary requires a lengthy preapproval process
      • Or Just Not Available, where a similar substitute may be implemented

For Groups: My PowerPoint Presentation

Federal Prison Placement Preparation

The Presentence Report

1st. Prepare For Your Presentence Interview

Properly prepared will allow the probation Office to draft an accurate

Presentence Report – which will control your future

Incorporate these federal prison placement data points:

Medical and Mental Healthcare needs to be implemented through

Video PPRSUS. 14 explains how medical care is provided in federal prisons. The caveat can be read in recent reports in the news:

The BOP CARE LEVELS I-IV Structure

  • Psychological Treatment Programs, while available, have limited access, and several may be security level specific.

The First Step Act Includes;

I) Brave Program: A first-timer young male offender 32 years of age or younger, facing a sentence of 60 months or more

II) Challenge Program: A male inmate facing a high-security penitentiary with a current diagnosis of either Mood, Anxiety, Schizophrenia, Delusion, and/or Substance-induced Psychotic Disorders

III) Mental Health Step Down A male or female who lacks the skills to function in a general population prison setting and is willing to work with Psychiatry Services

IV) Resolve A male or female with a current diagnosis of a mental illness related to physical, mental, and/or intimate domestic violence or traumatic PTSD

V) Skills A significant functional impairment due to intellectual disabilities, neurological and/or remarkable social skills deficits such as Autism Spectrum Disorder, Obsessive Compulsive Disorder, Epilepsy, Alzheimer’s, Parkinson’s, or Traumatic Brain Injuries (TBIs), to mention just a few.

VI) Stages: A male inmate with a serious mental illness, a primary diagnosis of Borderline Personality Disorder, and a history of unfavorable institutional adjustment.

VIIa) Sex Offender Non-Residential Single Sex Crime or first-time Internet Sex Offense

VIIb) Sex Offender Residential Multiple sex crimes.

VIIc) Butner’s Commitment and Treatment Program for Sexually Dangerous Persons, Page 12Is considered for sexually dangerous persons with the possibility of criminal recidivism. MAY NOT BE AVAILABLE.

VIII) Female Integrated Treatment: A female with substance abuse (RDAP Eligibility Possible), trauma-related disorders, and other mental illnesses. (FIT) Program

Medication availability falls into 3 tiers; this video helps explain whether your medication will be available by comparing your medication against those on the BOP list available online.

  1. On the BOP Formulary (available).
  2. Non-Formulary; these require a lengthy preauthorization process – so likely Not-Available.
    • As these are just not available. Similar medications are substituted, but how is their efficacy verified?

Security Requirements

  1. Offense Level vs Criminal History Calculation
  2. Criminal History Calculation
    • +3 points for each prior sentence > 1 Year + 1 Month.
    • +2 points for each prior sentence > 60 days, not counted above.
    • +1 point for each prior sentence, <= 60 days not counted above, for up to a maximum of 4 points in this category.
    • +2 points for each revocation with a new charge or under federal supervision.
    • + 1 point for each prior sentence resulting from a conviction of a crime of violence that did not receive any points as noted above because the sentence was treated as a single sentence, up to a total of 3 points for this subsection.

The BOP and Prison Security Level Placement

The Presentence Report – A Medical, Medication, and Security Requirement Referral

PPRSUS.com

As found in my LinkedIn 2/29/2020 post