TA Bulletin 93: WOTC/WtW-Conditional Certification Project-TWIST ...

WORKFORCE DEVELOPMENT DIVISION
WORKFORCE SERVICE DELIVERY
Technical Assistance Bulletin #93
To:
Program:
Topic:
TWC Local Boards
TWC Workforce Center Staff
Work Opportunity Tax Credit (WOTC)/Welfare-To-Work Tax Credit
WOTC/WtW-Conditional Certification Project-TWIST Report Procedures
Date: April 4, 2005
This Technical Assistance Bulletin provides procedural information regarding the WOTC
Conditional Certification Report available in TWIST.
The WOTC/WtW Department has implemented the Conditional Certification Project that
pre-screens individuals to determine eligibility for the Work Opportunity Tax Credit (WOTC)
and the Welfare To Work (WtW) Tax Credit Programs. Conditional certification letters are sent
to those eligible job seekers to present to potential employers. The letter performs two functions:
they allow a potential employee a hiring advantage over other potential employees that are not
pre-certified, by affording the employer the opportunity of a tax credit. It also provides the
employer with information concerning the WOTC/WtW Programs. The Conditional Certification
Project originally began targeting the Veteran Target Group and the Welfare to Work Target
Group followed by the TANF and Food Stamp groups. The project has now been expanded to
the Ex-Felon target group. The Ex-Felon target group alone is expected to generate 30,000
conditional certifications a year.
The WOTC Department also anticipates the number of new employers to increase with the
issuance of conditional certifications. The conditional certification letters are increasing
employer awareness of the WOTC Tax Credit Program as a whole. Those employers unfamiliar
with the programs are contacting workforce centers and the WOTC Department, as well as
obtaining information from the TWC website.
The conditional certification is automatically mailed to the job seeker within 3-5 business days
upon being entered into the ES75 or ES77 WOTC tracking system. It includes instructions for
the job seeker to follow, as well as for the employers applying for tax credits.
Since the implementation of the Project, the WOTC/WtW Department, in coordination with
TWIST has developed a report that is available to workforce center staff and local boards listing
all pre-certified job seekers in their respective areas. This report indicates the pre-certified job
seekers SSN, name, address the conditional certification was mailed to, date the conditional
certification was mailed, and the potential certification target group.
The information in the report benefits workforce center and board staff in that it allows them to
provide more focused employment opportunities for those pre-certified individuals. Additionally
the report can greatly assist in meeting employer requests for
pre-certified job seekers and increasing employer awareness of WOTC/WtW Programs and the
potential tax credits available.
TA Bulletin #93 Page 1 of 9

The following instructions demonstrate how to access the report in TWIST and what key
information is required to obtain the report desired by workforce center staff and local boards.
Please distribute this information, including the sample WOTC job seeker letter (Attachment 1)
and sample U.S. Department of Labor Employment and Training Administration Conditional
Certification Work Opportunity and Welfare-to-Work Tax Credits (Form ETA-9062)
(Attachment 2) to all staff. Inquiries regarding WOTC can be directed to Denise Foster at (512)
463-5065.
Attachment 1
Attachment 2
0401094929.pdf
TA Bulletin #93 Page 2 of 9

INSTRUCTIONS
• Click on the TWIST Report URL.
(this should be set up as a shortcut on your desktop by your TWC technical assistance staff)
If you do not have this set up on your desktop, you can double click on Internet Explorer, then
enter the following URL address: http://earpt105p.twc.state.tx.us:8080/Reports/Login_user.jsp
• A Login Screen will appear. Enter your User ID and Password
(most will be the same as the one you use to access TWIST)
TA Bulletin #93 Page 3 of 9

• This will bring you to the list of available reports in TWIST.
Scroll down to the report titled WOTC Conditional Certifications and click on the report
name.
• This will bring you to a Report Status screen.
This screen will show all reports created and submitted and shows the status of those reports.
• To submit (create) a new report, click on NEW.
TA Bulletin #93 Page 4 of 9

• Click on ADD.
• Rename the description to the report name you want to use.
• Click on the calendar on the Start Date to select a date.
• Click on the calendar on the End Date to select a date.
• Click on the calendar on the Execute Date if you want to change the date.
• Click Total.
TA Bulletin #93 Page 5 of 9

• Select the WDA by clicking on the box next to it, click SAVE, then click BACK.
• Click SORT.
TA Bulletin #93 Page 6 of 9

• Select the order you would like, either by SSN or name, by clicking on the box next to it,
click SAVE, then click BACK.
• Click SAVE/SUBMIT.
• The report may take a few minutes to compile. Click REFRESH to where the Status shows
“Completed” on your report, then click on the report name you submitted/created.
TA Bulletin #93 Page 7 of 9

• Click Retrieve Report to view the detail of your report.
• The report will load in Adobe Acrobat. To print, select the page numbers you want according
to the WDA you wish to view (Note: some areas may have multiple pages), or you can print
the entire report.
TA Bulletin #93 Page 8 of 9

TA Bulletin #93 Page 9 of 9