5.1.1.1 Assessment with Former W-2 Participants at Application

When an individual applies for W-2, the W-2 agency must:

Determine if the individual received W-2 in the past; and

Obtain prior assessment information.

If prior assessment information is current and relevant to the individual’s current situation, this information may be used to aid in decision-making for the initial placement and EP.

If the individual received W-2 in the past, the W-2 agency must check the WWP Wisconsin Work Programs Participant Barriers page to see if any formal assessments were completed previously. If so, the applicant’s W-2 agency must obtain all copies of:

Formal assessments;

Treatment notes; and

Any additional information from ECF Electronic Case File .

If the formal assessment is not available in ECF and the individual was previously assigned to a different agency, the current W-2 agency must contact the previously assigned agency. The previously assigned W-2 agency is required to provide all copies of requested documentation to the current W-2 agency so that it is received within seven working days. (See 4.6.2 )

The FEP should consider a formal assessment acceptable if completed within one year prior to W-2 T W-2 Transition placement.

Results from a prior formal assessment may only be used if the assessment:

Contains the necessary elements; and

Is relevant to the employment barrier in question.

If the prior formal assessment results have an expiration date that indicates the results are no longer valid or there is reason to believe the formal assessment information does not reflect the participant’s current circumstances, then a new formal assessment must be completed. (See 5.5.1.1 )