4.6.1 W-2 Agency Case Transfers

W-2 Wisconsin Works Participants can relocate and have their W-2 case transferred to the agency serving their new geographical area.

The sending and receiving W-2 agencies must follow all guidance, procedures, and timelines outlined in the Bureau of Working Families (BWF) W-2 Program Case Transfer Process Guide .

It is the responsibility of both the sending and receiving W-2 agencies to work collaboratively and efficiently to ensure the transfer process does not negatively affect the participant.

The sending W-2 agency must initiate a transfer no later than 2 working days after they learn of a participant’s relocation and is responsible for notifying the participant of the transfer. The sending W-2 agency must also attempt to contact the participant using various means, including an in-person meeting, phone call, email, etc.

The W-2 agency must give participants who are experiencing homelessness or domestic violence the option to receive services from the new W-2 agency, or remain with the agency that is currently serving them.

The participant’s placement, Employability Plan, and all assigned activities will remain open during the transfer process and be transferred to the receiving agency.

The sending W-2 agency must provide good cause for all nonparticipation caused by the moving and transfer process and document the rationale in PIN comments. See 11.3.3 for relevant good cause reasons.

EX AMPLE : Maria is currently placed in a CSJ in Milwaukee. Her FEP learns that Maria will be moving to La Crosse. Maria’s work experience is on site in Milwaukee and she will not be able to participate or complete this activity during the moving and transfer process to her new agency in La Crosse. Maria’s FEP in Milwaukee must provide good cause for her nonparticipation until she is fully transferred to the new agency in La Crosse and her EP can be updated to reflect activities in her new area.

The receiving W-2 agency must meet with the participant within 10 working days from the date of transfer as reflected in the transaction list in WWP to conduct an Informal Assessment. The participant must remain in their existing W-2 placement and assigned activities until meeting with the new W-2 agency.

Once the new FEP completes an informal assessment, they can determine with the participant if any changes should be made to the participant's:

Placement;

Activities;

Supportive services;

Accommodations, etc.

All results must be documented in PIN comments and on the appropriate WWP Wisconsin Work Programs pages, and any necessary changes must be made on the new EP Employability Plan . For more information on transferring assessment information, see 4.6.2 .

CMF Case Management Follow-Up or CMF+ Case Management Follow-Up Plus placements can be transferred to the receiving agency like any other placement. If an individual enrolled in a CMF or CMF+ placement loses the employment that led to the CMF or CMF+ placement while enrolled in W-2, the individual may seek W-2 services in the county where the individual has relocated.