2905-Human Services Agency Senior Eligibility Worker

Job Description

CLASS TITLE: ELIGIBILITY WORKER

SENIOR ELIGIBILITY WORKER CODE: 2903/2905

CHARACTERISTICS OF THE CLASS

Under general supervision, to perform a variety of technical duties in the review and determination of initial and continuing client eligibility for a variety of public assistance programs.

DISTINGUISHING FEATURES

Positions in this classification are responsible for carrying out well defined rules and regulations pertaining to various categorical aid programs and explaining them to applicants and the general public. Positions in this class have regular contacts with clients, their relatives, and representatives of outside agencies and the public.

2903 Eligibility Worker This is the entry level class in the Eligibility Worker series. This class is distinguished from the 2905 Senior Eligibility Worker and 2908 Hospital Eligibility Worker by tasks and duties being performed under closer supervision. Since this class is typically used as a training class, employees may have only limited or no directly related work experience.

2905 Senior Eligibility Worker Employees within this class are distinguished from the 2903 Eligibility Worker by the performance of the full range of duties as assigned. Employees at this level receive only occasional instruction or assistance as new or unusual situations arise, and are fully aware of the operating procedures and policies of the work unit. Positions in this class are flexibly staffed and are normally filled by advancement from the class 2903 level, or when filled from the outside, require prior related work experience.

The 2905 class is distinguished from the 2908 Hospital Eligibility Worker in that the 2908 identifies and determines client eligibility for medical coverage under the terms of various private health plans and public assistance programs, whereas the class 2905 determines client eligibility for public assistance programs and certifies for reimbursement.

Additionally, the 2905 class is distinguished from the 2913 Program Specialist in that the 2913 class performs higher level technical assignments than the 2905 class.

EXAMPLES OF DUTIES

"The class specification shall be descriptive of the class and shall not be considered as a restriction on the assignment of duties not specifically listed." (CSC Rule 7)

1. Schedule and interview clients in the offices of the Department of Social Services, in the client's home,

or in hospitals and various institutions to determine new or continuing program eligibility.

2. When assigned to hospital, admit and register patients for hospital care; obtain demographic

information.

3. Coordinate transfers of patients between counties; inform clients of procedures and necessary reports.

CLASS TITLE: ELIGIBILITY 14ORKER CODE: 2903/2905

SENIOR ELIGIBILITY WORKER

EXAMPLES OF DUTIES (Cont.)

4. Explain eligibility programs, qualification standards, policy and procedure to clients; assist clients in

completion of applications, forms and reports when necessary; review and evaluate applications for

completeness and accuracy; prepare client budget to determine eligibility.

5. Apply legal criteria to determine eligibility; provide recommendations regarding financial eligibility for

assistance programs; determine eligibility and grant amount according to established policies and

procedures; review and determine re-certification.

6. Prepare case records related to client eligibility information and financial assistance received; update

case records; submit required reports.

7. Investigate statements and information received from applicant through the use of telephone or written

verifications.

8. Investigate and resolve client problems involving non-receipt of benefits.

9. Review cases with supervisor in assessing the quality of the eligibility determination process and

procedure.

10. Compose and prepare correspondence to clients, references, and State agencies; gather statistical data

and prepare reports as required.

11. Answer questions and provide information to clients and the general public regarding assigned program

area.

12. Refer clients in need of case work services to members of social service staff; may provide limited

referrals to resources within the community on matters related to income maintenance; refer clients to

appropriate agencies according to established procedures.

13. Perform related duties as required.

QUALIFICATIONS:

"The examination announcement shall provide the qualifications ... and other particulars .... Applicants must be guided solely by the announcement of the examination for which they apply." (CSC Rule 9)

Knowledge, Abilities, and Skills: Knowledge of: Basic interviewing and investigative skills and techniques; office procedures, methods and computer equipment; basic mathematics.

Ability to: Learn departmental programs, policies, procedures and terminology; learn principles and procedures of record keeping; learn to interpret and apply pertinent Federal, State, local and departmental laws, rules, regulations, policies and procedures regarding assigned program; learn to plan, organize and prioritize caseload; learn to interview applicants for public assistance and obtain confidential information relative to personal, family, financial, medical or other circumstances of client relating to eligibility; learn to evaluate data and provide recommendations on eligibility of client; maintain accurate records and meet program deadlines; operate a computer terminal and standard office machines; make accurate mathematical computations; type and enter data at a speed necessary for successful job performance; effectively communicate with and elicit information from clients in difficult situations; apply Federal, State, and local Equal Employment, Affirmative Action, and Civil Rights laws, procedures, and regulations; communicate clearly and concisely, both orally and in writing; establish and maintain cooperative working relationships with those contacted in the course of work.

CLASS TITLE: ELIGIBILITY WORKER CODE: 2903/2905

SENIOR ELIGIBILITY WORKER

QUALIFICATIONS (CONT.):

KNOWLEDGE, ABILITIES, AND SKILLS: Knowledge of: Principles and practices of caseload management; Federal, State, local laws, rules, regulations, policies, and procedures regarding assigned program area; services offered by related agencies; departmental programs, policies, procedures and terminology.

Ability to: Interview applicants for public assistance and obtain appropriate information, often in different languages, or dialects of English; accurately gather, record and evaluate data necessary for the determination of eligibility; interpret and apply Federal, State and local policies, procedures, laws and regulations; work independently with minimal supervision.

2903 ADOPTED: 2/13/68; AMENDED: 1/17/72 2905 ADOPTED: 7/13/70; AMENDED: 1/17/72; 11/17/80

2903/2905 AMENDED: 3/15/93

#4356c

Standard Information

Disaster Service Work

All City and County of San Francisco employees are designated Disaster Service Workers through state and local law (California Government Code Section 3100-3109). Employment with the City requires the affirmation of a loyalty oath to this effect. Employees are required to complete all Disaster Service Worker-related training as assigned, and to return to work as ordered in the event of an emergency.

Historic and future compensation