BARGAINING UNIT: F
NATURE OF WORK
A Family Investment Specialist III – Advanced is the advanced level of work providing specialized services in eligibility determination or quality assurance review of customer eligibility for Family Investment Administration (FIA) programs in a local Department of Social Services. In eligibility determination the specialized services include customer appeals of eligibility determination, overpayment of benefits, foster care benefits or adult long term care programs. In the quality control program the employee reviews cases in one or more program categories completing a required number of cases monthly. Employees interview customers, explain program requirements and options, verify information, determine category of eligibility, assist customers in resolving problems and handle the disposition of routine and complex cases.
Employees in this classification receive general supervision from a Family Investment Specialist Supervisor or other higher-level administrator. Employees may be required to work evenings and weekends and may visit customers in their homes or at facilities such as nursing homes, group homes and hospitals.
Position placement to this classification is determined by the Classification Job Evaluation Methodology. The use of this method involves comparing the assigned duties and responsibilities of a position to the job criteria found in the Nature of Work and Examples of Work sections of a classification specification.
The Family Investment Specialist III – Advanced differs from the Family Investment Specialist II in that the Family Investment Specialist III – Advanced provides specialized services to customers and handles cases of a more complex nature. The Family Investment Specialist III – Advanced differs from the Family Investment Specialist IV in that the Family Investment Specialist IV provides specialized services to customers and handles cases of a more complex nature and also leads lower-level Family Investment Specialists.
EXAMPLES OF WORK
Provides specialized services in the Family Investment Administration (FIA) of the Department of Human Resources in eligibility determination or quality control;
In eligibility determination, provides specialized services, such as customer appeals and overpayments;
In quality control, reviews cases processed by eligibility determination workers and completes a required number of cases each month;
Interviews customers to determine eligibility and need for FIA programs;
Elicits information as to family composition, employment, health status, financial obligations, parental status and living arrangements;
Explains program requirements and procedures to individuals or in a group setting;
Checks public records, such as birth records and real estate transactions;
Contacts individuals, employers, landlords, attorneys, financial institutions, medical offices, and government and community agencies to obtain, verify or clarify information required for eligibility determinations, such as income, resources, residency and household composition;
Determines program eligibility in accordance with federal, State and local laws, policies, procedures, rules and regulations;
Calculates incomes and resources to establish benefit level;
Records and updates information in automated databases and classifies and codes errors for statistical analysis;
Records and updates case information using computerized databases;
Contacts customers regarding discrepancies and refers questionable cases to the fraud unit for further follow-up;
Provides information on and makes referrals to service agencies, organizations and vendors for appropriate services to meet customer health, housing, food, employment, child care and transportation needs;
Monitors progress and applies appropriate sanctions when necessary;
Provides basic counseling and problem solving support;
Serves as an advocate on behalf of customers;
May make visits to customers’ homes to gather information;
May give testimony of case study findings at hearings, appeals and court hearings as a representative of the Department;
Performs other related duties.
KNOWLEDGE, SKILLS AND ABILITIES
Knowledge of the impact of poverty and related sociological and health problems;
Knowledge of Family Investment Administration program areas and services;
Skill in the use of computer applications;
Skill in the use of interviewing and communication techniques;
Skill in preparing clear, accurate and detailed reports;
Skill in understanding and explaining complex federal, State and local policy, requirements, guidelines, procedures and regulations;
Ability to establish and maintain professional working relationships with customers, staff members, other agencies and institutions and the general public;
Ability to effectively organize and manage work assignments and meet deadlines;
Ability to meet required performance goals and accuracy expectations;
Ability to maintain confidential case information.
Education: Possession of a Bachelor's degree from an accredited college or university.
Experience: Two years of experience determining eligibility for governmental assistance programs.
1. Additional experience determining eligibility for governmental assistance programs may be substituted on a year-for-year basis for up to four years of the required education.
2. These requirements are established by the Family Investment Administration by authority provided in Human Services Article Title 5, Subtitle 2, Section 204 (b)(1) of the Annotated Code of Maryland. The Office of Personnel Services and Benefits of the Department of Budget and Management and the Examination Services Unit of the Department of Human Resources do not have the authority to accept substitutions or equivalents.
LICENSES, REGISTRATIONS AND CERTIFICATIONS
Employees in this classification may be assigned duties which require the operation of a motor vehicle. Employees assigned such duties will be required to possess a motor vehicle operator’s license valid in the State of Maryland.
Class specifications are broad descriptions covering groups of positions used by various State departments and agencies. Position descriptions maintained by the using department or agency specifically address the essential job functions of each position.
This is a skilled service classification in the State Personnel Management System. All positions in this classification are skilled service positions. Some positions in skilled service classifications may be designated special appointment in accordance with the State Personnel and Pensions Article, Section 6-405.
This classification is assigned to bargaining unit F, Social and Human Services Professionals. As provided by State Personnel and Pensions Article, Section 3-102, special appointment, temporary, contractual, supervisory, managerial and confidential employees are excluded from collective bargaining. Additionally, certain executive branch agencies are exempt from collective bargaining and all positions in those agencies are excluded from collective bargaining.
Employees in this classification are eligible to receive overtime compensation. An employee who works more than the normal workweek is entitled to be compensated for that overtime as provided by State Personnel and Pensions Article, Section 8-305.
Director, Division of Classification and Salary