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When an individual applies for W-2, the applicant W-2 agency should check in CARES to see if the individual received W-2 in the past. If the individual received W-2 in the past, the applicant W-2 agency must check in CARES screen WPBD to see if any formal assessments were completed at a prior W-2 agenc(ies). If so, the applicant W-2 agency must request the following information from a prior W-2 agency:
1. All copies of formal assessments and treatment notes from the past 12 calendar months; and
2. Any copies of additional information and assessments greater than 1 year that were used to determine how the participant was last served by the prior W-2 agency.
The applicant W-2 agency must contact the prior W-2 agency and request formal assessments and treatment notes from the prior W-2 Agency’s Default Case Manager that is listed on CARES table TWCM.
The prior W-2 agency is required to send all copies of requested documentation to the applicant W-2 agency so that it is received within 7 working days. All confidential information must be sent by US mail or other delivery services with tracking or through a courier. Copies of confidential documents cannot be scanned, faxed or emailed.
Any case that is transferred within Milwaukee or reapplies for W-2 in the balance of state may only satisfy the formal assessment requirement for a W-2 T placement if the formal assessment for the stated barrier/disability was completed in the 12 months prior to the agency transfer or new application. If it was not within the 12 months prior, the new W-2 agency will need to request that a new formal assessment be completed within 30 days of making a new W-2 T placement. See 5.5.1.1.
This page last updated in Release # 11-02
Release Date: 04/07/11
Effective Date: 04/07/11