4230 Estate Investigator

Recruitment #CBT-4230-107526

Introduction

The positions are located at the San Francisco Human Services Agency, Department of Disability and Aging Services(DAS) Division. The eligible list resulting from this examination may be utilized for future positions in this class.

Who We Are  

The Human Services Agency (HSA) was formed in 2004 and now includes three city departments, the Department of Human Services, the Department of Disability and Aging Services (DAS), and the Office of Early Care and Education (OECE).  HSA has approximately 2,200 employees and delivers public assistance, child welfare, and aging and adult services to the citizens of San Francisco. Its mission is to promote well-being and self-sufficiency among individuals, families and communities in San Francisco. HSA provides a safety net for individuals and families by offering income support, community-based living support, and assistance getting food, housing and health coverage.  

With a staff of 375 and a budget of approximately $250 million, the mission of the San Francisco Department of Disability and Aging Services (DAS) is to assist older adults and adults with disabilities and their families to maximize self-sufficiency, safety, health and independence, so that they can remain living in the community for as long as possible and maintain the highest quality of life.  

What We Do  

Under DAS, the Office of the Public Guardian and the Office of the Public Administrator provide essential services for San Francisco residents.   The Office of the Public Guardian provides conservatorship services for vulnerable individuals who are under conservatorship  of person and estate.  This includes the management of finances, assets, and property as well as the management of medical, legal, placement, and quality of life issues. The Office of the Public Administrator provides estate administration services for individuals who have died without family or with whom family is unwilling or able to manage the estate.  This includes the extensive researches, complex analysis and application of laws and processes, and financial planning and asset management.  

Position Overview  

Positions in this classification conducts work related to person and estate issues in Office of the Public Guardian or conducts decedent estate administration in the Office of the Public Administrator.  This includes extensive investigation for family and relatives who have priority to act as well as consideration of appropriate options.  Persons in this position are responsible for enforcing the department policies and procedures and the application of laws as prescribed in the California Probate Code.     

Incumbents in this position will work in areas such as conservatee’s or decedent's homes to conduct thorough searches of decedent’s residence which may have bad odors, pest infestations, garbage and other refuse, and similar unpleasant conditions. This position involves working with family members, case managers, outside agencies and other members of the public in occasionally stressful situations.  

Incumbents may be required to lift and carry household goods weighing up to 60 pounds up and down stairs.    

Position Description for Public Guardian Estate Investigator  

The Public Guardian Estate Investigator (also referred as “Deputy Public Guardian”) serves as the Conservator of the Person and Estate of an individual under conservatorship (conservatee). Under general supervision, the Estate Investigator is responsible for directing medical and personal decisions, as well as managing the finances of the conservatee.  

According to Civil Service Commission Rule 109, the duties specified below are representative of the range of duties assigned to this job code/class and are not intended to be an inclusive list.  

The essential functions may include, but are not limited to:   

* Coordinate the care plan of the conservatee, including the arrangement of placement and treatment, and management of the income and assets of the conservatee

* Marshal assets of the conservatee (may include managing/selling real estate, investment accounts, retirement accounts, stocks and bonds, bank accounts, and other property of value)

* Visit the conservatee at least quarterly and assure that care needs are met

* Serve as the decision maker in medical and end-of-life issues for the conservatee

* Manage level of care and placement issues when care needs change

* Apply and maintain benefits and insurance

* Review/approve payment of monthly and periodic bills; makes prudent financial decisions

Communicate and work collaboratively with the Public Guardian legal team

* Document activities and prepares reports for the Superior Court   

 

Position Description for Public Administrator Estate Investigator  

Under general supervision, the Public Administrator Estate Investigator (also referred as “Deputy Public Administrator”) is responsible for decedent estate administration for individuals without family or with whom family cannot or is unwilling to manage the decedent estate.  Under general supervision, the Estate Investigator is responsible for managing issues such as determining and marshalling assets, identifying beneficiaries, and managing legal and estate matters for final disposition and distribution.   

According to Civil Service Commission Rule 109, the duties specified below are representative of the range of duties assigned to this job code/class and are not intended to be an inclusive list.  

The essential functions may include, but are not limited to:  

* Work with mortuaries, hospitals, and Medical Examiner’s Office on disposition of the body

* Collect assets and manage real estate of decedent and related affairs

* Conduct the business of estates; investigate and administer estates of decedents

* Find and collect assets of the estate; review, investigate, and approve paying claims of creditors against estates and periodic bills Interview relatives and support system; perform genealogical research

* Locate heirs, and distribute assets

* Coordinate with vendors, such as appraisers, liquidators, mortuaries Manage real estate and property issues

* Remove items for safe keeping from residence and/or financial instructions

* Conduct personal property estate sales; liquidate investments, including stocks, bonds, and cash in annuities

* Work closely with legal team, accountant, and real estate professionals to ensure the timely and accurate performance of various duties in compliance with California laws, Probate Code, and department’s policies and procedures

* Prepare inventory and appraisal, status reports and other court documents       

 

Position Description for Representative Payee Estate Investigator

Under general supervision, the Estate Investigator/Representative Payee performs investigative work related to the financial and fiduciary responsibilities of the Public Guardian/Representative Payee. This position involves working with deal with family members, case managers, outside agencies and other members of the public.

According to Civil Service Commission Rule 109, the duties specified below are representative of the range of duties assigned to this job code/class and are not intended to be an inclusive list.  

The essential functions may include, but are not limited to:    

* Apply for and maintain income and benefits for a large caseload of clients

* Review and approve for payment monthly and/or periodic bills

* Communicate with government agencies, such as Social Security

Minimum Qualifications

1. Education: Possession of a baccalaureate degree from an accredited college or university;

AND

2. Experience: One (1) year of professional experience in: Probate, Financial/ Fiduciary Services, Social Work, Case Management or investigations related to one of the above areas;

AND

3. License and Certification: Possession of a valid California Driver License.

Substitution: Possession of a master’s degree from an accredited college or university in psychology, social work, public administration or business administration may substitute for the required education and experience.  

Applicants must meet the Minimum Qualifications at the time of filing unless otherwise noted.

Desirable Qualifications

The stated desirable qualifications may be considered at the end of the selection process when candidates are referred for hiring.

1. Incumbents exercise a high degree of independent judgment and initiative within broad policy guidelines, particularly when developing comprehensive care plans and administering complex property and litigation cases.

2. Incumbents exercise a high degree of skill in working with complex populations managing stressful situations and level of care issues including those with dementia and behavioral health issues. 

How To Apply

Applications for City and County of San Francisco jobs are only accepted through an online process. Visit www.jobaps.com/sf to register an account (if you have not already done so) and begin the application process.

*  Select the desired job announcement (CBT-4230-107526)

*  Select “Apply” and read and acknowledge the information

*  Select either “I am a New User” if you have not previously registered, or “I have Registered Previously”

*  Follow instructions on the screen

Computer kiosks are located in the lobby of the Department of Human Resources, One South Van Ness Avenue, 4th Floor, San Francisco, for use by the public. The hours of operation are from 8:00 a.m. to 5:00 p.m. Monday through Friday.

Please note: In line with the Official Public Health Order to slow the spread of COVID-19, “shelter-in-place” has been issued for all San Francisco residents that is expected to be in effect until further notice.  As a result, the Department of Human Resources (DHR)’s office (located at 1 South Van Ness Avenue, 4th Floor, San Francisco, CA 94103) is currently closed to the general public. If you have any questions, please feel free to email the Human Resources Analyst listed on this announcement.

You can also watch this video for further assistance with our online application system:

http://www.youtube.com/watch?v=4-kUFHXhBjQ&feature=youtu.be

Applicants may be contacted by email about this announcement and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date. Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter. To prevent blocking, applicants should set up their email to accept CCSF mail from the following addresses (@sfgov.org, @sfdpw.org, @sfport.com, @flysfo.com, @sfwater.org, @sfdph.org, @asianart.org, @sfmta.com).

Applicants will receive a confirmation email that their online application has been received in response to every announcement for which they file. Applicants should retain this confirmation email for their records. Failure to receive this email means that the online application was not submitted or received.

All work experience, education, training and other information substantiating how you meet the minimum qualifications must be included on your application by the filing deadline. Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications.

Applications completed improperly may be cause for ineligibility, disqualification or may lead to lower scores. Resumes may be attached to the application; however, resumes will NOT be accepted in lieu of a complete City and County of San Francisco application.

If you have any questions regarding this recruitment or application process, please contact the exam analyst, Carmen K. Lewis at 415.557.5241 or email at: hsaexams@sfgov.org or Carmen.Lewis@sfgov.org

Verification (proof) of Education

Applicants may be required to provide a copy of diploma or official transcript to verify qualifying education at any time in the application, examination and/or departmental selection process, to show that the minimum qualifications have been met. Applicants who have obtained education form a foreign college or university must provide a Foreign Transcript Evaluation letter from a National Association of Credential Evaluation Service (NACES) approved agency. A list of approved agencies can be found at: http://www.naces.org

Verification (proof) of Experience

Applicants may be required to provide written verification of qualifying work experience at any time in the application, examination and/or departmental selection process, to show that the minimum qualifications have been met. Verification of qualifying experience must be signed by the employer’s authorized representative on the employer's business letterhead, and specify the name of the applicant, dates of employment, job title(s), dates of service and duties performed. For more information, please visit: http://www.sfdhr.org/index.aspx?page=20#verification

Selection Plan

Minimum Qualification Supplemental Questionnaire (Weight: Qualifying)

Supplemental Questionnaire Evaluation (Weight: 100%)

NOTE: A passing score must be achieved on the supplemental evaluation in order to move forward in the selection process.

Selection Procedures

Minimum Qualification Supplemental Questionnaire (Weight: Qualifying)

Candidates will be prompted to complete a Supplemental Questionnaire as part of the online employment application. This Minimum Qualification Supplemental Questionnaire is designed to obtain specific information regarding an applicant's experience in relation to the Minimum Qualifications for this position. Applicants must also complete the official application. It is essential that applicants provide complete information in identifying their education, experience and training. The Minimum Qualification Supplemental Questionnaire will be used to evaluate if the applicant possesses the required minimum qualifications.

Supplemental Questionnaire Evaluation (Weight: 100%)

Candidates MUST achieve a passing score on the supplemental questionnaire evaluation in order to move forward in the Selection process. 

Candidate scores from the Supplemental Questionnaire Evaluation will be used to determine final score and rank on the eligible list. Candidates will be prompted to complete a Supplemental Questionnaire as part of the on line employment application.

The Supplemental Questionnaire is designed to measure and evaluate your experience including the knowledge, skills and abilities that you possess in job related areas identified as critical for successful performance for this position (s) in class 4230 Estate Investigator. It is important that the information provided in the Supplemental Questionnaire be accurate and complete. All relevant experience, education and/or training must be in the application in order to reviewed in the rating process. All responses to the Supplemental Questionnaire are subject to verification and should be consistent with the information provided in your application.

A passing score MUST be achieved in order to move forward in the selection process.

Candidates are required to list the name(s) of the employer(s), position(s), and the dates the experience described in the supplemental was gained.

Notes

Falsifying one’s education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco.

Applicants meeting the minimum qualifications are not guaranteed advancement through all of the steps in the selection process.

The department may utilize additional position-specific selection procedures to make a final hiring decision.

Conviction History

As a selected candidate for a job, you will be fingerprinted, and your fingerprints will be sent to the California Department of Justice (DOJ) and the Federal Bureau of Investigation (FBI). The resulting report of your conviction history (if any) will be used to determine whether the nature of your conviction (or arrest, in limited circumstances) conflicts with the specific duties and responsibilities of the job for which you are a selected candidate. If a conflict exists, you will be asked to present any evidence of rehabilitation that may mitigate the conflict, except when federal or state regulations bar employment in specific circumstances, such as:

  • Candidates for positions with the Unified School District and the Community College District may be disqualified from consideration should their conviction history not meet the standards established under the California Education Code.
  • Candidates for positions with the Recreation and Park Department may be disqualified from consideration should their conviction history not meet the standards established under California Public Resources Code 5164.

Having a conviction history does not automatically preclude you from a job with the City.

If you are a selected candidate, the hiring department will contact you to schedule a fingerprinting appointment.

Disaster Service Workers

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.

Conclusion

Certification Rule

The certification rule used for the eligible list resulting from this selection procedure will be The Rule of Three Scores. Additional position-specific selection mechanisms may be conducted by the hiring department prior to making final hiring decisions.

Eligible List/Score Report

A confidential eligible list of applicant names that have passed the civil service examination process will be created, and used for certification purposes only. An examination score report will be established, so applicants can view the ranks, final scores and number of eligible candidates. Applicant information, including names of applicants on the eligible list, shall not be made public unless required by law. However, an eligible list shall be made available for public inspection, upon request, once the eligible list is exhausted or expired and referrals resolved.

The eligible list/score report resulting from this civil service examination process is subject to change after adoption (e.g., as a result of appeals), as directed by the Human Resources Director or the Civil Service Commission.

The duration of the eligible list resulting from this examination process will be of nine (9) months, and may be extended with the approval of the Human Resources Director. To find Departments which use this classification, please see https://sfdhr.org/sites/default/files/documents/ASO-Level-Chart.pdf?documentID=21246.

Terms of Announcement

Terms of Announcement and Appeal Rights Applicants must be guided solely by the provisions of this announcement, including requirements, time periods and other particulars, except when superseded by federal, state or local laws, rules or regulations. [Note: The correction of clerical errors in an announcement may be posted on the Department of Human Resources website at www.jobaps.com/sf.] The terms of this announcement may be appealed under Civil Service Rule 110.4. Such appeals must be submitted in writing to the Department of Human Resources, 1 S Van Ness Avenue, 4th Floor, San Francisco, CA 94103-5413 by close of business on the 5th business day following the issuance date of this examination announcement. Information concerning other Civil Service Commission Rules involving announcements, applications and examination policies, including applicant appeal rights, can be found on the Civil Service Commission website at http://sfgov.org/civilservice/rules.

Copies of Application Documents

Information can be found at: http://www.sfdhr.org/index.aspx?page=20#copies

Reasonable Accommodation

Request Information on requesting reasonable accommodation for persons with disabilities can be found at: http://www.sfdhr.org/index.aspx?page=20#reasonableaccommodation

General Information Concerning City and County of San Francisco Employment Policies and Procedures Information can be found at: http://www.sfdhr.org/index.aspx?page=20

Driver’s License requirement

Positions require a valid California’s driver’s license: http://www.sfdhr.org/index.aspx?page=20#license

Veteran’s Preference

Information can be found at:http://www.sfdhr.org/index.aspx?page=20#veteranspreference  

Right to Work

All persons entering the City and County of San Francisco workforce are required to provide verification of authorization to work in the United States. http://www.sfdhr.org/index.aspx?page=20#identification

Note on Personal Protective Equipment (PPE) 

Some positions in the Human Services Agency will require the use of personal protective equipment (PPE), including but not limited to gloves, gowns, eye and face protection, and face-fitting respirators. The requirement for the use of PPE may come on short or no notice. Facial hair or any condition that interferes with a face-fitting respirator’s seal (i.e. comes between the sealing surfaces of the respirator and the wearer’s bare skin) is not permitted when face-fitting respirators are worn, including during initial or periodic respirator fit-testing. Employees who choose not to shave and do not have either American Disabilities Act (ADA) or Equal Employment Opportunity (EEO) Accommodations do not have the right to alternate work assignments or the option of using a loose-fitting Powered Air Purifying Respirator (PAPR) in place of a face-fitting respirator.  

The Human Services Agency of the City and County of San Francisco shares a commitment to a diverse, inclusive, and equitable community. Each member of our organization is responsible and accountable for promoting success, being compassionate, and ensuring that everyone has a voice to make San Francisco an inclusive and equitable place to live and work by employing fair and just practices to and for all.

Exam Type: Entrance

Issued: November 19, 2020

Carol Isen "Acting" Human Resources Director

Department of Human Resources

Recruitment ID Number: CBT-4230-107526

HSA/CKL /415.557.5241

Benefits

All employees hired on or after January 10, 2009 will be required (pursuant to San Francisco Charter Section A8.432) to contribute 2% of pre-tax compensation to fund retiree healthcare. In addition, most employees are required to make a member contribution towards retirement, ranging from 7.5%-13.25% of compensation. For more information on these provisions, please contact the personnel office of the hiring agency.

For more information about benefits, please click here.

 


Click on a link below to apply for this position:

Fill out the Supplemental Questionnaire and Application NOW using the Internet.
View and print the Supplemental Questionnaire. This recruitment requires completion of a supplemental questionnaire. You may view and print the supplemental questionnaire here.

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