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Division of Family and Economic Security, Bureau of Working Families Wisconsin Works (W-2) Manual |
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4.6.2 Transferring Formal Assessments
When processing a newly transferred case, the receiving W-2 agency must check the WWPWWP Participant Barriers page to see if any formal assessments were completed during a prior W-2 episode. If so, the W-2 agency must obtain copies of the following information from the previously assigned W-2 agency:
- All formal assessments and treatment notes from the past 12 calendar months; and
- Any additional information and assessments, regardless of age, that were used to determine how the participant was last served by the previously assigned W-2 agency.
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If the information is |
The W-2 Agency Must |
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| Scanned into ECF |
Obtain the information from ECF. |
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Not scanned into ECF |
Contact the previously assigned W-2 agency and request formal assessments and treatment notes from the prior W-2 agency. |
The previously assigned W-2 agency is required to provide all copies of requested documentation to the requesting W-2 agency so that it is received within seven working days.
Copies of confidential documents cannot be faxed or emailed. The requested documentation must be:
- Scanned into ECF using the WPM code;
- Sent by US mail or other delivery services with tracking; or
- Sent through a courier service.
A formal assessment from a transferred case may only satisfy the formal assessment requirement for a W-2 TW-2 T placement if the formal assessment for the stated barrier/disability was completed within the 12 months prior to the agency transfer.
If the formal assessment for the stated barrier/disability was not completed 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)