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

The FEPFEPFinancial and Employment Planner or W-2W-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 the case record is complete, meaning 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 that supports the actions of the W-2 worker.

• Thoroughly document, for presentation at the Review, events pertaining to the issue with the date, place, and identity of any person involved, including documentation of conversations, such as:

  • Dates of phone calls;

  • Name of the individual taking the phone call;

  • Dates of letters, etc.

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