BWF Operations Memos 

Operations Memos are published by the Bureau of Working Families (BWF) to inform contracted agencies of programmatic updates.

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Memo Number Description Issue Date Attachments
24-09 Removal of Career Assessment Requirement 4/12/24 Policy Attachment
24-08 Emergency Assistance Verification and Payment Updates - Amended 4/22/2024 3/25/24 Policy Attachment
24-07 Update to Child Support Cooperation and Good Cause Notice Comment Policy 3/18/24 Policy Attachment
24-06 Emergency Assistance Maximum Benefit Increase 3/11/2024 Policy Attachment
24-J1 Earned Income, Homestead, and Other Tax Credits 2/29/2024 2024 Tax Credits Flyer
24-05 Wisconsin Works and Wisconsin Shares Child Care Subsidy Eligibility Alignment 3/4/2024 Policy Attachment
24-04 Update to Job Access Loan Eligibility Criteria 2/8/2024 Policy Attachment
24-03 2024 Federal Poverty Level Changes for Wisconsin Works and Related Programs 2/9/2024  
24-02 Changes to Transform Milwaukee Jobs and Transitional Jobs Orientation Policy 1/17/2024 Policy Attachment
24-01 Disregarding Gift Income 1/11/2024 Policy Attachment
23-09 Wisconsin Works Contractor Payment Structure for 2024 Wisconsin Works and Related Programs Contracts 12/11/2023 W-2 Contractor Payment Structure for Contract Year 2024
23-08 Case Management Denied, At Risk Pregnancy, and Custodial Parent of an Infant Placement Clarification 9/13/2023 Policy Attachment
23-07 Wisconsin Work Programs Fact Finding Modernization - Amended 10/20/2023 9/27/2023

W-2 Policy Attachment

EA Policy Attachment

23-06 Emergency Assistance Impending Homelessness Clarification 7/11/2023 Policy Attachment
23-05 Calculating Overpayments that Include Retained Child Support 6/30/2023 Policy Attachment
23-04 Release of the New Wisconsin Works Payment Calculator and Updates to the Overpayment Worksheet 6/30/2023

Wisconsin Works (W-2) Payment Calculator and Overpayment Worksheet form (DCF-F-5223-E)

Policy Attachment

23-03 New Emergency Assistance ACCESS Inbox and Application Functionality 3/20/2023  
23-02 2023 Federal Poverty Level Changes for Wisconsin Works and Related Programs 2/20/2023  
23-01 Automation Enhancements to Emergency Assistance 2/17/2023 Policy Attachment
23-J1 Earned Income, Homestead, and Other Tax Credits 2/15/2023 2023 Tax Credits Flyer
22-21 Wisconsin Works Contractor Payment Structure for 2023 Wisconsin Works and Related Programs Contracts 11/29/2022 W-2 Contractor Payment Structure for Contract Year 2023
22-20 Policy Clarifications to Emergency Assistance 11/14/2022 Policy Attachment
22-19 Increase to Payment Delay Timeframe for New Housing Not Yet Obtained - Amended 11/16/2022 10/7/2022 Policy Attachment
22-18 Updates to Wisconsin Works Self-Employment Policy 9/21/2022 Policy Attachment
22-17 Eligibility of Certain Ukrainian Populations and other non-Ukrainian Individuals Displaced from Ukraine for Refugee Resettlement Program Benefits - Amended 6/8/2023 7/29/2022

Non-Citizen Eligibility Desk Guide

W-2 Policy Manual Sections 18.2.4.1-2

22-16 Expansion of the Refugee Cash Assistance and Refugee Medical Assistance Maximum Eligibility Period from Eight to Twelve Months 7/29/2022

Dear Colleague Letter 22-12

Status and Documentation Requirements for the ORR Refugee Resettlement Program

W-2 Policy Manual Chapter 18

22-15 RCA/RMA Fair Hearings Process 7/29/2022

W-2 Policy Manual Section 18.2.7

W-2 Policy Manual Section 18.3.7

22-14 Updates to Prorated Community Service Jobs (CSJ) Policy 7/19/2022 Policy Attachment
22-13 Updates to Chapters DCF 101 and 120: Asset Restrictions on Eligibility for Wisconsin Works and Emergency Assistance. 7/7/2022 Policy Attachment
22-12 Technical Revisions to Chapter DCF 101: Wisconsin Works 7/7/2022  
22-11 Updates to Chapter DCF 102: Child Support Cooperation for W-2 7/7/2022  
22-10 Updates on Remaining COVID-19 Policy Adjustments 5/26/2022 BWF Work Programs Policy and Automation Adjustments
22-09 Clarification to Child Support Noncooperation Case Closure Policy 5/23/2022 Policy Attachment
22-08 Clarifications to Obtaining a Formal Assessment for W-2 T Placements 3/17/2022 Policy Attachment
22-07 COVID-19 Policy Adjustments Incorporated in Permanent Policy - Amended 4/21/2022 3/14/2022

W-2 Policy Attachment

EA Policy Attachment

JAL Policy Attachment

Work Program Policy and Automation Adjustments Document

22-J1 Earned Income, Homestead, and Other Tax Credits 2/15/2022 2022 Tax Credits Flyer
22-06 Documenting Wilson-Fish TANF Coordination Program Cases in the Wisconsin Work Programs (WWP) System 2/16/2022 Attachment A - WFTCP Monthly Reporting
22-05 Wilson-Fish TANF Coordination Program – Overall Requirements 2/15/2022 Attachment A - WFTCP Monthly Reporting
22-04 Clarification of Job Access Loan (JAL) Policy 1/27/2022 W-2 Policy Manual Updated Sections
22-03 2022 Federal Poverty Level Changes for Wisconsin Works and Related Programs 1/25/2022  
22-02 Changes to Transform Milwaukee Jobs and Transitional Jobs Stipend Policy - Amended 11/27/2023 1/4/2022 Updated TJ and TMJ Policy Manual Sections
22-01 Enhancements to the Benefit Recovery Investigation Tracking System (BRITS) Version R1.21.12.10 1/4/2022  
21-27 Residential Substance Use Disorder Treatment Policy and CWW Processing 12/20/2021 W-2 Manual Section 2.11
21-J5 Income from the Chafee Program for Successful Transition to Adulthood 12/15/2021 W-2 Manual Section 3.2.9.1
21-26 Refugee Resettlement Program Benefits for Certain Afghan Individuals - Amended 7/29/2022, 12/16/2022, and 1/25/2023 12/8/2021

Non-Citizen Eligibility Desk Guide, as updated 12/16/2022

W-2 Policy Manual Section 18.2.4.1

W-2 Policy Manual Appendix - Refugee Assistance Program (RAP) Tools

SIV FAQs 8/6/2021

Sample SIV I-94

SIV Afghan I-485s and Change of Address

21-25 Wisconsin Works Contracted Payment Structure for 2022 Wisconsin Works and Related Programs Contracts 12/7/2021 W-2 Contractor Payment Structure for Contract Year 2022
21-24 Updated Features in ACCESS for Emergency Assistance Applications 11/16/2021 Updated EA Manual Sections 1.2.1 and 1.2.2
21-23 Living Independently through Financial Empowerment Program 11/9/2021

Telephonic Signature Script for LIFE

LIFE Program and Policy Guide

W-2 Manual 3.2.9.1

LIFE Notice of Payment Ending (DCF-F-5394-E)

Life Notice of Eligibility (DCF-F-5480-E)

Sample of a LIFE Notice of Eligibility generated from WWP

21-22 Wisconsin Works 48-Month Lifetime Limit Transition and Implementation 9/30/2021

W-2 Policy Manual Section 2.10

Additional Policy Manual Sections

AFDC Appendix

21-21 Updates to COVID-19 Best Available Information Policy 8/13/2021  
21-J3 End of Temporary COVID-19 Process to Automatically Grant Good Cause for Noncooperation with the Child Support Agency 7/7/2021  
21-20 Updates to COVID-19 Policy Adjustments 7/1/2021  
21-19 Updates to COVID-19 Policy Adjustments: Use of CX Activity Code and CX Good Cause Reason Code 7/1/2021  
21-18 Performance Outcome Payment Claims Process Moving into Wisconsin Work Programs 6/25/2021

W-2 Contractor Payment Structure for Contract Year 2021- Revised for WWP

WWP Application – User Setup Form (DCF-F-5212-E)

21-17 W-2 Plans Moving into Wisconsin Work Programs 6/18/2021 W-2 Policy Manual Updated Sections
21-16 COVID-19 Expanded Unemployment Insurance Benefits: Mixed Earner Unemployment Compensation 6/8/2021  
21-15 Implementation of Wisconsin Work Programs System Phase 2 – Updates to Transitional Jobs and Transform Milwaukee Jobs 6/7/2021

Updated TJ and TMJ Policy Manual Sections

Updated W-2 Policy Manual Sections

21-14 Implementation of Wisconsin Work Programs Phase 2 – Updates to Wisconsin Works 5/14/2021 W-2 Policy Manual Updated Sections 
21-13 Implementation of Wisconsin Work Programs Phase 2 – Process to Cut-Over Participants Enrolled at Implementation 5/5/2021  
21-12 COVID-19 Extended Unemployment Insurance Benefits 6/8/2021  
21-11 COVID-19 Retroactive Unemployment Insurance Payments and Lump Sum Income Policy Clarification 6/8/2021 W-2 Policy Manual, Section 3.2.6 Prorating Income
21-10 COVID-19 Expanded Unemployment Insurance Benefits Under the American Rescue Plan Act of 2021 6/8/2021  
21-09 American Rescue Plan Act Stimulus Payments and Tax Credits 6/8/2021  
21-08 Updates to Bureau of Working Families and Related Refugee Programs Policy Question Process 4/13/2021 BWF Policy Question SharePoint Process Desk Aid
21-07 Updated Features in CARES Worker Web Client Scheduling and Simplified Inbox 3/2/2021 EA Policy Manual Updated Sections
21-J2 Earned Income, Homestead, and Other Tax Credits 2/19/2021 2021 Tax Credits Flyer
21-06 Offsets in CARES Mainframe and Wisconsin Works Placement Requirement in CARES Worker Web 2/17/2021

W-2 Policy Manual Updated Sections

Benefit Issuance Guide

21-05 2021 Federal Poverty Level Changes for Wisconsin Works and Related Programs 2/2/2021  
21-04 Correction to Operations Memo 20-07: Social Security Number Verification for Refugee Cash Assistance Program 2/2/2021  
21-03 Transitional Jobs Expansion 2/2/2021

Updated Map of TJ Regions

TJ and TMJ Policy Manual Definitions

TJ and TMJ Policy Manual Section 2.2.1.3

Technical Updates

21-02 30-day Calculation for Emergency Assistance Payment Delays 1/22/2021 EA Policy Manual Updated Sections
21-J1 Update to Coverage for Residential Substance Use Disorder Treatment 1/19/2021  
21-01 Providing the Child Support Good Cause Notice for Wisconsin Works in ACCESS 1/6/2021 W-2 Policy Manual Updated Sections
20-28 Enhancements to the Benefit Recovery Investigation Tracking System Version R1.20.12.18 12/18/2020  
20-27 Emergency Assistance Policy Redevelopment and Eligibility Determination System Modernization - Amended 12/30/2020 12/17/2020

Emergency Assistance Manual Release 21-01

Emergency Assistance Application Form (DCF-F-DWSP2010-1-E)

W-2 Manual Chapter 12

20-26 Expanding the Definition of Out-of-Home Care for Transitional Jobs and Transform Milwaukee Jobs 12/8/2020

TJ and TMJ Policy Manual Definition

TJ and TMJ Policy Manual Section 2.4

Technical Updates

20-25 Wisconsin Works Contractor Payment Structure for 2021 Wisconsin Works and Related Programs Contracts 11/27/2020 W-2 Contractor Payment Structure for Contract Year 2021
20-24 Wisconsin Works Policy Adjustments and ACCESS and CARES Worker Web Enhancements for Huber Program Participation 11/17/2020 W-2 Policy Manual Updated Sections
20-23 COVID-19 Expanded Unemployment Insurance Benefits - Lost Wages Assistance 11/13/2020  
20-22 Addition of Transitional Jobs/Transform Milwaukee Jobs Subsidized Job Hours in Wisconsin Work Programs and Changes to Work History  10/30/2020 TJ and TMJ Policy Manual Section 6.6
20-J3 Changes to Wisconsin Residency 10/09/2020  
20-21 New ACCESS Application Functions and Updated Request for Assistance Features - Amended 10/28/2020 10/23/2020 W-2 and EA Policy Manual Updated Sections
20-20 COVID-19: Office of Refugee Resettlement Waiver Extensions 10/12/2020  
20-19 Calculating the 45-Day Deadline to Submit a Fact Finding Review Request for W-2 Payment Reductions 9/25/2020  
20-18 Enhancement to Participant Search and Updates to Job Readiness Page in Wisconsin Work Programs System 7/13/2020  
20-17 Enhancements to the State Wage Income Collection Agency Data Exchange Process in CWW 6/23/2020  
20-J2 Enhancements to State Wage Information Collection Agency Discrepancy Policies 6/11/2020

Wisconsin Shares Child Care Policy and Process Handbook, Section 1.5.12.3 Verifying Employment Income for a SWICA Discrepancy

Wisconsin Shares Child Care Policy and Process Handbook, Section 4.3.2 Data Exchanges

20-16 New Assessment Codes for Individuals Completing an Assessment of the Need to Care for a Family Member With a Disability 6/5/2020

W-2 Manual, Section 5.5.4 Obtaining a Complete Assessment

W-2 Manual, Appendix Activity Codes

20-15 Revision of the Wisconsin Work Programs Application (WWP) User Setup Form (DCF-F-5212-E) 6/5/2020 DCF-F-5212-E WWP Application User Setup Form
20-14 Updated Features in ACCESS Request for Services 5/29/2020  
20-13 MyACCESS Program, Payment, and Appointment Details for W-2 5/29/2020  
20-12 Updated Features in CWW Client Scheduling 5/27/2020  
20-11 COVID-19: Office of Refugee Resettlement Waivers 5/19/2020  
20-10 Wisconsin Works Contractor Payment Structure for 2020 Wisconsin Works and Related Programs Contracts 5/4/2020 W-2 Contractor Payment Structure for Contract Year 2020
20-09 COVID-19 Expanded Unemployment Insurance Benefits - Amended 6/22/2020 and 6/8/2021 4/24/2020

Which Unemployment Program Is for You?

Pandemic Unemployment Assistance

Claiming Pandemic Unemployment Assistance in Wisconsin

20-08 New ACCESS Request for Services for Wisconsin Works (W-2), Emergency Assistance (EA), and Job Access Loans (JALs) 4/24/2020 W-2 Policy Manual Updated Sections
20-07 COVID-19 Temporary Adjustment of Verification Policy: Use of Best Available Information - Amended 4/13/2020 and 2/2/2021 4/10/2020  
20-06 New Career Assessment and Job Readiness Pages in the Wisconsin Work Programs System - Amended 4/17/2020 3/6/2020 W-2 Policy Manual Updated Sections
20-05 PIN Comments and Additional Updates in the Wisconsin Work Programs System - Amended 4/17/2020 3/5/2020 W-2 Policy Manual Updated Sections
20-J1 Earned Income, Homestead, and Other Tax Credits 2/28/2020 2020 Tax Credits Flyer
20-04 2020 Federal Poverty Level Changes for Wisconsin Works and Related Programs 2/14/2020  
20-03 MyACCESS Instructional Videos 2/7/2020  
20-02 New Wisconsin Works (W-2) Payment Issuance Screens in CARES Worker Web 1/29/2020  
20-01 Wisconsin Works (W-2) Help Desk Name Change and New Email 1/10/2020  
19-23 Printable Work History in the Wisconsin Work Programs System - Amended 12/13/19 12/2/2019 Sample WWP Generated Printable Work History
19-22 Address Validation in the Wisconsin Work Programs System - Amended 12/13/19 12/2/2019  
19-21 Wisconsin Works Noncustodial Parent Trial Employment Match Program and Stipend Policy Review 10/21/2019 DCF-F-5088-E Wisconsin Works Trial Employment Match Program - Employer Agreement
19-20 CWW Time Limit Information Page Updates 10/18/2019  
19-19 W-2 Employment Records Validation and Cleanup in WWP for Enrolled Participants 10/10/2019 Employment Report 04 Documentation
19-18 Updates to Wisconsin Works (W-2) Educational Needs Assessment Policy 9/20/2019

W-2 Manual, Glossary

W-2 Manual, Chapter 5.1.1.2 Referral for Formal Assessment at Application

W-2 Manual, Chapter 5.1.2 Assessment as Part of Ongoing Case Management

W-2 Manual, Chapter 5.3.1 Educational Needs Assessment

W-2 Manual, Appendix - Activity Codes

19-17 Clarification of Career Assessment Requirements and Standards 9/20/2019

W-2 Manual, Section 5.1 Assessment Introduction

W-2 Manual, Section 5.1.1 Assessment at Application

W-2 Manual, Section 5.4.1 Career Assessment Overview

W-2 Manual, Section 5.4.2 Career Assessment at Application

W-2 Manual, Section 5.4.3 Using and Documenting Career Assessment Results

19-16 Wisconsin Works (W-2) Policy, Reports, and Best Practices for Refusal to Participate Implementation 9/12/2019  
19-15 Age Limitation for Older Youth in Transitional Jobs and Transform Milwaukee Jobs 9/11/2019

TJ and TMJ Policy Manual Section 2.1

TJ and TMJ Policy Manual Section 2.1.1

TJ and TMJ Policy Manual Section 2.1.2

TJ and TMJ Policy Manual Section 2.1.3

TJ and TMJ Policy Manual Section 2.2

19-14 2020 Census Employment 7/30/2019  
19-13 2019 Annual Wisconsin Works Customer Satisfaction Survey 7/10/2019 2019 W-2 Customer Satisfaction Survey
19-12 Wisconsin Works and Division of Vocational Rehabilitation Collaboration Resources and Training 6/26/2019

2018 W-2/DVR Memorandum of Understanding

2018 W-2/DVR Technical Assistance Guide

W-2 Manual, Section 7.4.2 General W-2 T Participant Characteristics

W-2 Manual, Appendix - Activity Codes

19-J6 Benefit Recovery Investigation Tracking System (BRITS) Future Cost Savings Formula Update 6/24/2019  
19-J7 System Enhancements to Support Self-Employment Policy and Process 6/7/2019

Updates to Business Types

Determining the Number of Months of SEIRFs

Notice of Proof Needed

Verification Checklist Pend Codes

19-J5 2020 Census Income 5/22/2019  
19-J4 Corporation Income No Longer Budgeted as Self-Employment Income 4/15/2019 W-2 Manual, Section 3.2.8 Counting Income
19-11 Changes to Functionality of CARES Screen WPFN and Introduction of Replacement WebI Report 4/12/2019 Monitoring Report 02 Documentation
19-10 Work Programs Automatic Disenrollment - Policy Updates and Changes to CARES and WWP 3/26/2019 W-2 Manual, Section 10.2.4 Final Payments
11-67 Job Access Loan (JAL) Vendor Payments and JAL Subprogram Target Type in CARES Worker Web (CWW) 12/21/2011  
19-09 Updates to the Job Access Loan (JAL) W-2 Office in CARES 3/25/2019

Operations Memo 11-67

DCF-F-2582-E Job Access Loan, W-2 Auxiliary Payment and/or Performance Outcome Payment Claim Approval Designation

19-J1 Earned Income, Homestead, and Other Tax Credits 2/27/2019 2019 Participant Handout
19-07 Updates to the CARES Worker Web Liquid Assets Page 2/25/2019  
19-05 Implementation of Wisconsin Work Programs System Security and Access 2/20/2019 DCF-F-5212-E WWP Application - User Setup Form
19-04 Implementation of Wisconsin Work Programs System - Updates to W-2 Accommodations Policies 2/20/2019

W-2 Manual, Section 1.3.3 Reasonable Accommodations for Participants

W-2 Manual, Section 4.2.2.1 Protecting Confidential Information about W-2 Participants

DCF-F-2564-E Services and Accommodations To Help You Do Your W-2 Activities

19-03 Implementation of Wisconsin Work Programs System - Updates to Transform Milwaukee Jobs and Transitional Jobs Policies 2/19/2019 TMJ and TJ Policy Manual Section 2.1
TMJ and TJ Policy Manual Section 2.3.2
TMJ and TJ Policy Manual Section 2.3
TMJ and TJ Policy Manual Section 2.10.4
TMJ and TJ Policy Manual Section 2.10.5
TMJ and TJ Policy Manual Section 2.10.5.1
TMJ and TJ Policy Manual Section 4.2
TMJ and TJ Policy Manual Section 4.2.1
19-02 Implementation of Wisconsin Work Programs System - Updates to W-2 Assessment Policies, Informal Assessment Enhancements, and the Discontinuation of the Barrier Screening Tool Web Application 2/19/2019

W-2 Manual, Chapter 5

W-2 Manual, Sections 2.10.6.5 and 14.2.1

DCF-F-2723-E Notice of Noncooperation with W-2 Requirements

DCF-F-5214 W-2 Agency Time Limit Extension Approval Record

DCF-F-5215 W-2 Agency Time Limit Extension Denial Record

DCF-F-DWSP10755 W-2 Participation Agreement

19-01 Implementation of Wisconsin Work Programs System - Migration of Participant Data 2/18/2019 Attachment A - WWP Phase 1 Security Changes
19-J2 Update to Ethnicity and Race in ACCESS, CARES Worker Web, and Correspondence 2/15/2019  
19-J3 Enhancements to Citizenship, Identity, Social Security Number, and Immigration Verification - Amended 3/1/2019 2/15/2019

Acceptable Citizenship Documentation for Health Care Programs

W-2 Training Guidance, Agency Action, and Policy Manual Updates

Verification Options with Eligibility Outcomes

Statement About Immigration Status

Reasonable Opportunity Letters

19-06 2019 Federal Poverty Level Changes for Wisconsin Works and Related Programs 2/4/2019  
18-23 Transform Milwaukee Jobs 2019 General Population Contract and General Population Residency Requirement 12/18/2018 TMJ Policy Manual Section 2.1.1
18-J12 New MyACCESS App for Mobile Document Submission and Program Management 10/31/2018  
18-19 Wisconsin Works (W-2) Contractor Payment Structure for 2019 W-2 and Related Programs Contracts 12/18/2018

W-2 Transition Engagement Incentive Allowable Activities

W-2 Contractor Payment Structure for Contract Year 2019

18-22 Wisconsin Works Nonfinancial Eligibility Verification Policy Updates and Changes to CARES Worker Web 10/24/2018

W-2 Manual, Section 2.4.1 Verifying U.S. Citizenship or Qualified Non-Citizen Status

W-2 Manual, Section 4.1.2 Information Requiring Eligibility Verification

18-21 Updates to the Wisconsin Works Manual and CARES Worker Web to Replace References to the Workforce Investment Act with Workforce Innovation and Opportunity Act 10/24/2018  
18-20 Scanning Highly Confidential Documents into ECF for W-2 10/16/2018 W-2 Manual Sections 4.2.2.1, 4.3.3, 4.4.2, 4.4.3, 4.4.6, and 4.6.3
18-14 Updates to Wisconsin Works (W-2) Sanctions 10/15/2018 W-2 Manual Sections 11.3.1, 11.4.1, 11.4.1.1, 11.4.2.2, and 13.4.1.1.2
18-13 Implementation of Wisconsin Works (W-2) Refusal to Participate Policy and Automation 10/12/2018 W-2 Notice of Refusal to Participate (W2RP)
18-J10 Enhancements to Confidential Case Functionality 10/25/2018

W-2 Policy Manual Section 1.5.1.3 & Section 4.5

TMJ/TJ Policy Manual Section 2.10.4

18-J9 Enhancements to the Benefit Recovery Investigation Tracking System Version 1.2.2 Setting Program Invalid in Post Investigation 10/11/2018  
18-18 Changes to Transform Milwaukee Jobs and Transitional Jobs Phase Tracking 10/1/2018  
18-17 W-2 Transition Participant Engagement Incentive Requirements 9/14/2018  
18-12 Wisconsin Works Refusal to Participate and Notice before Taking Certain Actions 10/24/2018 W-2 Manual, Section 11.6 Refusal to Participate
18-16 2018 Child Sales Tax Rebate 8/2/2018  
18-J8 Processing Applications and Cases for Safe at Home Participants 7/24/2018  
18-11 Child Support Noncooperation and Overpayment Policy Clarification 6/30/2018 W-2 Manual, Section 15.4.1 Requirements When the CSA Determines Noncooperation
18-10 Transitional Jobs Expansion and Change to Stipend Policy 6/27/2018

TMJ and TJ Policy Manual Sections: Definitions, 2.1.3, 2.2.1.3, 5.1.1, 6.1, and 8.1

Map of TJ Counties

18-09 Telephonic Signatures for CMF, CMF+, and CMU W-2 Eligibility Reviews 6/20/2018

W-2 Manual, Section 1.5.1 W-2 Eligibility Reviews

W-2 Manual, Section 1.5.1.1 Conducting W-2 Eligibility Reviews by Telephone

W-2 Manual, Section 1.5.1.2 Telephonic Signature

Generate Summary Telephonic Signature Script – English

Generate Summary Telephonic Signature Script – Spanish

W-2 Eligibility Review Appointment (CSW5)

18-J7 Implementation of Wisconsin Works Case Management Follow-up Plus for Individuals Meeting Federal Work Participation Requirements 6/20/2018

W-2 Manual, Section 7.2.3.5 Case Management Follow-up Plus (CMF+)

W-2 Manual, Section 2.9.2.4 Employment During Up-front Job Search

W-2 Manual, Section 2.10.2 State 60-Month Lifetime Limit

W-2 Manual, Section 2.10.9 Federal 60-Month Lifetime Limit

W-2 Manual, Section 6.2.1 Developing the Employability Plan

W-2 Manual, Section 6.3.2 W-2 Work Participation Documentation, Verification and Supervision

W-2 Manual, Section 7.2.1 Unpaid Placements

W-2 Manual, Section 7.2.3 Case Management Follow-up (CMF)

W-2 Manual, Section 7.2.3.1 General CMF participant Description Characteristics

W-2 Manual, Section 7.2.3.2 Case Management Services for CMF and CMF+ Participants

W-2 Manual, Section 7.2.3.3 Job Loss and Reduction in Hours in CMF and CMF+

W-2 Manual, Section 7.2.4 Unemployed Individuals Capable of Obtaining Employment (CMJ)

W-2 Manual, Section 10.2.5.3 Moving from CMF+ to Paid Placements

W-2 Manual, Section 10.6.1 W-2 Payment Designation

W-2 Manual, Section 14.2.2 Re-Determination of W-2 Placement for Two-Parent Households

Wisconsin Works Placement Notice (CMF+)

Benefits and Services offered with Wisconsin Works (W-2) brochure

 

18-J6 New Social Security Number Application Date Policy and Updates to CWW 6/13/2018 W-2 Manual, Section 4.1.2 Information Requiring Eligibility Verification
18-J5 Wisconsin Works and Child Care Delinquency Hearing Process 6/12/2018

W-2 Manual, Section 12.4.1 Administrative Hearings for Delinquency Collection Actions

W-2 Manual, Section 12.4.2 Role of the W-2 Agency in Administrative Hearings for Delinquency Collections Actions

18-08 Changes to the Wisconsin Works (W-2) Transition (W-2 T) Participant Engagement Incentive 5/23/2018

W-2 Contractor Payment Structure for Contract Year 2018

Appendix E -- Terms and Conditions Relating to Payments

Claims and Payment Calendar 2018

18-07 Changes to Eligibility Criteria for Transform Milwaukee Jobs and Transitional Jobs 4/18/2018 TMJ and TJ Policy Manual Sections 2.1.1, 2.1.2, 2.1.3, and 2.2.1.4
18-06 New Job Access Loan Eligibility Criteria 4/16/2018

W-2 Manual, Section 4.1.2 Information Requiring Eligibility Verification

W-2 Manual, Section 17.2.1 Eligibility Criteria

18-05 Wisconsin Funeral and Cemetery Aids Program (WFCAP) and W-2 Participants 4/5/2018 W-2 Manual Section 19.5 Burial Reimbursement
18-04 New Learnfare Requirements and Changes to the CARES Worker Web School Enrollment Page 3/20/2018

W-2 Manual, Section 16.1.1 Learnfare Goal and Requirements

W-2 Manual, Section 16.2.1 Children Subject to School Enrollment and Attendance

W-2 Manual, Section 16.2.3 Enrollment and Attendance Verification

W-2 Manual, Section 16.4.1 Determining a Financial Penalty

School Enrollment and Attendance Information Release form (DCF-F-DES11297)

18-J3 Earned Income, Homestead, and Other Tax Credits 3/14/2018 2018 Participant Handout
18-J2 New Functionality in CARES Worker Web for Manual Letters and Changes to Batch Correspondence 2/13/2018  
18-J1 New Pending and Not Verified Information Page in CARES Worker Web and Changes to Correspondence 10/10/2018

Sample Notice of Decision for FoodShare, Health Care, and Caretaker Supplement

Sample Notice of Decision for Wisconsin Shares and Wisconsin Works

Pending/Not Verified Information Page Scheduling and Information on Denial/Closure Notices

18-03 2018 Federal Poverty Level Changes for Wisconsin Works and Related Programs 2/7/2018  
18-02 Enhancements to the Benefit Recovery Investigation Tracking System (BRITS) Version 1.2 2/7/2018  
18-01 Statewide Implementation of Custodial Parent Trial Employment Match Program Placement 1/24/2018

W-2 Manual, Section 7.3 Trial Employment Match Program (TEMP)

W-2 Manual, Section 7.3.1 TEMP Participant Characteristics

W-2 Manual, Section 7.3.5 Participation Requirements and Case Management

17-23 Wisconsin Works (W-2) Contractor Payment Structure for 2018 W-2 and Related Programs Contracts 12/20/2017

W-2 Contractor Payment Structure for Contract Year 2018

W-2 Transition Engagement Incentive Allowable Activities

17-22 Controlled Substance Abuse Screening for Certain Work Experience Programs -- Change to Threshold for Reasonable Suspicion 12/20/2017  
17-J6 Changes to How CARES Worker Web Counts Subsidized Employment Income in the Child Care Budget for TEMP, TMJ, and TJ 11/27/2017  
17-21 Release of the New Wisconsin Works (W-2) Overpayment Worksheet and Tools Form 11/10/2017

Wisconsin Works (W-2) Overpayment Worksheet and Tools 2017 (DCF-F-5223-2017)

Wisconsin Works (W-2) Overpayment Worksheet and Directions 2016 and Earlier (DCF-F-5223)

17-20 Wisconsin Works Financial Eligibility Regarding Crowdfunding 11/7/2017  
17-19 Ending Educational and Vocational Training Activity Codes 8/30/2017 Revised W-2 Contractor Payment Structure 2017-2018 Contracts
09-48 Federal Clock Not Matching W-2 Paid Months Monitoring Report 8/14/2009  
17-17 Federal 60-Month Lifetime Limit for Receipt of TANF Assistance 8/4/2017 Updated Time Limits W-2 Manual Sections
17-16 Wisconsin Works Time Limits - Policy Updates and Changes 8/4/2017

Updated Time Limits W-2 Manual Sections

W-2 Manual Appendix - AFDC Appendix

W-2 Agency Time Limit Extension Approval Record (DCF-F-5214)

W-2 Agency Time Limit Extension Denial Record (DCF-F-5215)

17-15 Modernization of CARES Mainframe Time Limit Screens 8/4/2017  
17-18 Enhancements to the Benefit Recovery Investigation Tracking System (BRITS) Version 1.1 7/31/2017  
17-13 CARES Worker Web System Error Enhancements for Wisconsin Works (W-2) 5/9/2017  
17-12 Career Assessment Definition and Clarification of Assessment Types 4/25/2017 Revised W-2 Manual Sections 1.2.3, 1.4.4, 2.9.2, 5.1.1, 5.1.2, 5.2.2, 6.1.1, 7.1, Glossary, and Activity Codes
17-11 Supervision Requirement for Wisconsin Works Education and Training Activities 4/25/2017 Documentation, Verification, and Supervision Chart
17-08 ACCESS Enhancements for Wisconsin Works (W-2) 4/18/2017  
17-07 Client Scheduling Policy Changes and CWW Enhancements 4/18/2017 Revised W-2 Manual Sections 1.2.1, 1.4.2, and 1.4.5
17-10 Wisconsin Works (W-2) Contractor Vocational Training Incentive Payments  4/20/2017

Revised W-2 Contractor Payment Structure 2017-2018 Contracts

Appendix - Education and Training Resources for W-2 Participants

17-09 W-2 and Independent Living Services Program Coordination 4/10/2017 Badger Care Brochure
17-J4 Changes to Email Collection and Electronic Correspondence 4/6/2017

Email Confirmation Letter

Undelivered Email Letter

Email Change Letter

Case Reopening Letter

FSET One-Time Letter

17-06 Impact of Wisconsin Shares Child Care Subsidy Changes on Wisconsin Works (W-2) Activity Assignment 4/5/2017  
17-J2 Earned Income, Homestead, and Other Tax Credits 3/14/2017 2017 Tax Flyer
17-05 Adding Vendor Accounts to CARES Worker Web (CWW) and the State Transforming Agency Resource (STAR) System 2/22/2017

Request for Taxpayer Identification Number and Certification

DOA-6457 STAR Vendor Information

2017 W-2 Participation/Benefit Issuance Schedule

17-04 2017 Federal Poverty Level Changes for Wisconsin Works (W-2) and Related Programs 2/22/2017  
17-03 Processing New Wisconsin Works Applications 1/27/2017  
17-02 Social Security Number (SSN) Case File Documentation for Wisconsin Works (W-2) 5/10/2017 Completing the Social Security Number Requirements for W-2 Applicants and Participants
17-01 Disregard of Children's Supplemental Security Income (SSI) for Wisconsin Works (W-2) Financial Eligibility 2/23/2017  
DHS 16-26

New Software for Accessing Documents in the Electronic Case File

Operations Memo 16-26 was amended and published on Wednesday, January 25, 2017, by the Department of Health Services. The memo contains information relevant to all programs that use ECF regarding upgrading and replacing the software used to access documents in the Electronic Case File (ECF). Although the amended memo was not issued as a joint Operations Memo with the Department of Children and Families (DCF), the information in the memo applies to DCF programs as well. All W-2 workers must be familiar with the information contained in Operations Memo 16-26.

9/7/2016  
16-20 Wisconsin Works (W-2) Contractor Payment Structure for 2017 W-2 and Related Programs Contracts 11/17/2016 W-2 Contractor Payment Structure - 2017-2018 Contracts
16-19 New Funding for Transform Milwaukee Jobs 11/11/2016  
16-18 Wisconsin Works Trial Employment Match Program and Expanded Noncustodial Parent Services Pilot – Policy and CARES Changes 11/10/2016  
16-17 Wisconsin Works Income Policy Changes and Clarifications 11/4/2016

Updated W-2 Manual Section 3.1

Updated W-2 Manual Section 3.2.6

Updated W-2 Manual Section 13.4.1.1.2

16-J7 Implementation of the Benefit Recovery Investigation Tracking System 10/21/2016  
16-16 CARES System Enhancements and Updates for Wisconsin Works 9/27/2016  
16-15 Wisconsin Works Process and System Changes Related to the FoodShare Work Registration Requirement 9/21/2016  
16-J6 Enhanced Renewal and Review Functionality in CARES Worker Web; New Automated Process for Sending Pre-Printed Renewal Forms 8/26/2016  
16-14 Exception to W-2 SSN/SSN Application Date Policy for Certain Qualified Non-Citizens 8/3/2016 Updated W-2 Manual Sections 2.2.1 and 2.7.1
16-J4 Transitional Jobs Implementation 8/2/2016  
16-13 Modernizing CARES Work Programs Subsystem - Resources for Policy and Systems Changes 6/27/2016 Managing Placements on the Web Redesign Project - New CWW Processes
16-12 CARES System Enhancements and Updates for Wisconsin Works 6/17/2016  
16-11 Modernizing CARES Work Programs Subsystem – Updated Wisconsin Works Backdating and Future-Dating Policy 7/1/2016 New W-2 Manual Section 7.7 Placement Dating
16-10 Modernizing CARES Work Programs Subsystem - W-2 Contractor Payment Structure 2013-2016 Changes 7/27/2016  
16-09 Modernizing CARES Work Programs Subsystem - Learnfare Policy and Systems Changes 6/13/2016 Updated Learnfare W-2 Manual Sections
16-08 Modernizing CARES Work Programs Subsystem - CMF and CMU Placement Policies and Systems Changes 6/27/2016 Updated CMF and CMU W-2 Manual Sections
16-07 Modernizing CARES Work Programs Subsystem - Electronic Funds Transfer (EFT) Changes and Asset Policy and Systems Changes 6/17/2016 Updated EFT W-2 Manual Sections
16-J3 Archiving CARES Worker Web (CWW) and CARES Data 6/22/2016  
16-J2 CARES Changes for Trial Employment Match Program Time Limits and Subsidized Employment Income 4/5/2016  
16-06 CARES Enhancement to Support Wisconsin Works Temporary Absence Policy 6/13/2016  
16-J1 Earned Income, Homestead, and Other Tax Credits 3/14/2016 2016 Tax Flyer
16-04 Eligibility Denials and Case Closures Related to the Drug Screening, Testing, and Treatment Requirements 7/1/2016  
16-03 Wisconsin Works Trial Employment Match Program and Expanded Noncustodial Parent Services Pilot 2/29/2016

Updated W-2 Manual Section 7.3

W-2 Manual Section 7.5.1

W-2 Trial Employment Match Program - Employer Agreement

16-02 2016 Federal Poverty Level Changes for Wisconsin Works (W-2) and Related Programs 2/3/2016  
16-01 Update to JAL Application and Repayment Agreement 1/25/2016  
15-J9 Policy and System Changes as a Result of Same-Sex Marriage Rulings 12/21/2015  
15-11 Performance Outcome Payments (POP) Claim Denial Appeal Procedures 12/8/2015  
15-10 Impact of Real-Time Health Care Eligibility Determinations on Wisconsin Works Case Processing 10/13/2015  
15-J8 Collection Centralization and Changes to the Benefit Recovery Payment Agreements 8/27/2015  
15-J7 National Directory of New Hire Match Required by the 2014 Farm Bill for FoodShare and New Worker Alert 6/23/2015  
15-09 Wisconsin Works CARES Worker Web Enhancements - Caseload Search Criteria Page Functionality and New Learnfare Alert 6/19/2015  
15-J6 Changes to Process for Verifying U.S. Citizenship, Identity and Immigration Status for Health Care and Wisconsin Works 6/4/2015  
15-J5 CARES Worker Web Changes to Support Wisconsin Works and Child Care Child Support Cooperation Policy: Phase II 6/4/2015  
15-J4 Limited English Proficiency (LEP) and Accessibility Services 6/1/2015  
15-07 Wisconsin Works (W-2) Access to Equifax Data to Verify Earned Income 5/11/2015  
15-J3 CARES Worker Web Changes to Support Wisconsin Works Child Support Cooperation Policy 3/18/2015  
15-J2 Enhancements to Discrepancy Panel and Workload Dashboard Functionality in CARES Worker Web (CWW) 3/16/2015  
15-06 Practices for Meeting the Federal Temporary Assistance for Needy Families (TANF) Work Participation Rate (WPR) Requirements 3/11/2015  
15-05 Impact of FoodShare Employment and Training Phase II Changes on the CARES Work Programs Subsystem 3/11/2015  
15-04 CARES Worker Web Enhancement to Require a Social Security Number or a Social Security Number Application Date 3/11/2015  
14-J7 Implementation of Electronic Customer Correspondence 11/20/2014  
14-18 CWW Enhancements to Work Program Worker Alerts and Detail Page Functionality 9/29/2014  
14-17 Changes in Availability of Verification from the Social Security Administration 9/29/2014  
14-15 New Field on CARES Screen CRTM and Child Support Reminder 7/18/2014  
14-J6 CARES Security Profile Changes for Child Care and Wisconsin Works Workers 7/15/2014  
14-J5 Wisconsin Shares for Wisconsin Works and Tribal Temporary Assistance for Needy Families Participants 7/10/2014  
14-14 CWW Enhancements to Worker Alerts and Wisconsin Works Program Request Functionality 7/2/2014  
14-13 Impact of FoodShare Employment and Training Changes on Wisconsin Works 7/2/2014  
14-J4 Benefit Recovery Overpayment Notice Changes 5/1/2014  
14-11 Changes to W-2 Intentional Program Violation Policy 4/25/2014  
14-10 CARES Worker Web School Enrollment Page Enhancements 4/25/2014  
14-09 W-2 CWW Enhancements to the Review Driver Flow, Case Summary Page, and Geolocator Address Functionality 4/22/2014  
14-J3 Transform Milwaukee Jobs Program 4/22/2014  
14-08 Case Processing Errors Impacting Performance Outcome Payments 4/16/2014  
14-01 Operations Memo Site Announcement 2/25/2014  
14-06 Emergency Assistance Eligibility Due to the Propane Shortage 2/7/2014  
14-04 Job Access Loan Eligibility for Noncustodial Parents 2/3/2014 Updated W-2 Manual Section 17.2.1
14-03 Impact of the Affordable Care Act on Wisconsin Works 1/29/2014  
14-02 Changes to Wisconsin Works Benefit Issuance 1/29/2014  
14-J1 Wisconsin Works Eligibility Reviews in CARES Worker Web (CWW) 1/29/2014  
13-47 Emergency Assistance Tracking System Updates to Support Emergency Assistance Application Processing 12/30/2013  
13-46 CARES and Emergency Assistance Tracking System Updates for the 2014 Performance Outcome Payments 12/30/2013  
13-45 Updates to Wisconsin Works Placement for Noncustodial Parents (NCPs) 12/30/2013 Updated W-2 Manual Section 7.5.1
13-22 CARES Worker Web (CWW) Workload Dashboard Enhancements for Wisconsin Works (W-2) Agencies 6/18/2013  
13-10 Wisconsin Works (W-2) Intentional Program Violation (IPV) Automation 4/25/2013  
13-09 Clarifying Instructions for Processing W-2 Case Closures, Person Adds, and Person Deletes in CARES Worker Web 3/29/2013  
13-08 State Online Query Internet Process (SOLQ-I) and Automatic Update of Social Security Information in CWW 4/9/2013  
13-07 Wisconsin Works (W-2) Services for Noncustodial Parents (NCPs) 5/17/2013  
12-70 CARES Security Changes for Requests for Assistance (RFA) and Case Processing (Amended) 4/15/2013  
12-69 Overview of Federal Temporary Assistance for Needy Families (TANF) Work Participation Requirements for W-2 Participants 12/17/2012  
12-68 Updates to Prorated Community Service Job (CSJ) and Case Management Follow-up (CMF) Policies 11/30/2012

Updated W-2 Manual Section 2.9.2

Updated W-2 Manual Section 7.2.3

Updated W-2 Manual Section 7.4.1.4

12-67 Wisconsin Works (W-2) Team Management Tool and W-2 Teams in Client Scheduling 12/03/2012  
12-65 Updates to the Wisconsin Works (W-2) Case Transfer Policy 3/29/2013  
12-64 CWW Wisconsin Works (W-2) Geographical Area Assignment and Lookup Tool 12/7/2012  
12-62 Job Access Loan (JAL), Wisconsin Works (W-2) Auxiliary Payment and Performance Outcome Payment (POP) Claim Approvals 12/10/2012  
12-61 Reminders Regarding Data Exchange and Eligibility Documentation Policies for Wisconsin Works (W-2) 11/12/2012  
12-57 Client Scheduling Move from CARES to CWW 11/6/2012  
12-55 Wisconsin Works (W-2) and Related Programs Intentional Program Violations 10/30/2012

IPV Policy and Process Document

IPV Notification Letter NWI1

IPV Notification Letter NWI2

IPV Notification Letter NWI3

Emergency Assistance Application Part 1

12-52 Updates to Emergency Assistance Policy 9/4/2012 Emergency Assistance Policy
12-51 Automatic Matching of Prisoner Data with Social Security 9/6/2012  
12-41 Workload Dashboard 8/20/2012  
12-28 Publication of an Updated Fact Finding Review Request Form (10783) 6/4/2012 Updated Fact Finding Review Request form (10783)
12-27 CARES Updates for the July 2012 BadgerCare Plus Policy Changes 6/1/2012  
12-03 Changes to the Quarterly State Wage Income Collection Agency (SWICA) Process 1/19/2012  
12-01 Updates to W-2 Policy on Cooperation with Child Support and Collaboration with the Child Support Agency 1/6/2012

Wisconsin Works Manual, Chapter 15 Child Support (with track changes)

Wisconsin Works Manual, Chapter 15 Child Support (with all revisions accepted)

10-75 Citizenship and Identity Auto Update in CARES 10/25/2010  
10-01 Wisconsin Works (W-2) and Division of Vocational Rehabilitation (DVR) Collaboration 1/6/2010  
09-77 Wisconsin Works (W-2) At Risk Pregnancy (ARP) Placement Requirements 12/18/2009  
09-62 Hourly Participation Requirements for W-2 T and CSJ Participants 10/30/2009 Definitions and Codes for Work Program Activities in CARES
08-13 Auxiliary Approval Process Updates W-2 Clock Ticks 3/18/2008  
08-12 Updates to Wisconsin Works (W-2) CARES Activities and the Impacts on Work Participation Documentation and Verification Procedures 3/17/2008  
07-55 W-2 Work Participation Documentation, Verification and Supervision Policy and Procedures 9/14/2007