12.2.7  W-2 Agency Representative’s Responsibility at the Fact Finding Review

The FEPFinancial and Employment Planner or W-2Wisconsin Works worker must be prepared to introduce as evidence any testimony, exhibits and material from the case record or other sources pertinent to the disputed issue.  Additionally, the FEP or W-2 worker must:

·        Review the facts of the case and be familiar with the case as a whole.  If more than one issue is disputed, the FEP or W-2 worker must be familiar with the policies that relate to all issues being raised.

·        Ensure that the case record is complete and all necessary documents are present, appropriate, complete and in chronological order.  Appropriate documents include W-2 activity assignment notifications, signed W-2 Participation Agreements, Employability Plans, and any correspondence to support the actions of the W-2 worker.

·        Thoroughly document events pertaining to the issue with the date, place and identity of any person involved, including documentation of conversations.  Dates of phone calls, names of the person taking the phone call, dates of letters, etc. should be documented for presentation.  

·        Identify and present W-2 Manual citations and Operations Memos related to the issue(s).

History: Release 11-03; Release 10-02.