Official SealDepartment of Human Resources


#CBT-4230-902549
Supplemental Questionnaire

Last Name
First Name

 

Minimum Qualification Supplemental Questionnaire

Estate Investigator

CBT-4230-902549

All applicants are required to complete the Minimum Qualification Supplemental Questionnaire as part of the online application process. Insufficient or non-responsive answers or to the Supplemental Questionnaire may result in ineligibility, disqualification, or lower scores.

Responses to items on the Supplemental Questionnaire must be supported by the information provided on the application in order to receive appropriate credit. Please provide a response to each question below to the best of your ability. Please provide all information requested even of the information may appear redundant.   Do not write, “See application” or “See resume.”

All education and experience referenced in this questionnaire MUST also appear in the work history and/or in the education sections of your application. A resume will not substitute for this supplemental questionnaire or for a completed application.

As a reminder, all qualifying education must be listed in the application in order to be considered in review of Minimum Qualifications. If you do not include the education experience you are about to describe in the "Education History" section of your application, you will not receive credit for this education. If you are copying an old application, please taken the time to update your work history section before submitting your application.


MQSQ 1

Please indicate the selection that best matches your HIGHEST educational attainment.

I possess a Master's Degree or higher
I possess a Baccalaureate Degree
I possess a Associate's Degree
I possess a High School Diploma
None of the above
MQSQ 2

In which of the following majors listed below, have you received your professional degree from an accredited college or university:

Psychology
Social Work
Business Administration
Public Administration
I have no degree in the areas mentioned above
MQSQ 3

How much verifiable professional work experience do you have in: probate, financial/fiduciary services, social work, case management, or investigations relating to one of the above areas?

I possess 1 year (2,000 hours) to 1 year 11 months of professional work experience
I possess 2 years (4,000 hours) to 2 years 11 months of professional work experience
I possess 3 years (6,000 hours) to 3 years 11 months of professional work experience
I have NONE of this experience
MQSQ 4

 Do you possesses a valid California driver license.

Yes No

 

Supplemental Questionnaire Evaluation

4230 Estate Investigator

CBT-4230-902549

The purpose of this Supplemental Questionnaire Evaluation is to determine whether you possess the knowledge, skills and abilities in job-related areas that have been identified as critical for satisfactory performance in positions 4230 Deputy Public Guardian and Deputy Public Administrator Estate Investigator.

The information provided should be consistent with the information on your application and is subject to verification. Verification of education, qualifying work experience and other requested documentation may be collected at any time during or after the selection process.

Please follow these instructions when answering the questions below:

  • Provide your best or highest example of work.
  • Provide all information requested even if it may appear redundant. Do not write “see application” or “see resume”.
  • When requested, please provide the name of a person who can verify the information you described about your specific experience. This should be a manager, supervisor, program director or other individual who has personal knowledge that you perform such activities. See the recruitment for more information and provided links.
  • Please be thorough but concise. Your written communication skills will be evaluated based on your responses. All relevant experience, education and/or training must be included in the spaces provided in order to be reviewed in the rating process.
  • If you do not have employment experience related to the question(s) below, please enter “none” as your response.

1.

Please describe your understanding of the role of the estate investigator (i.e. conservator/administrator). Please provide specific examples from your experience that demonstrate your qualifications for the position of estate investigator.

1a.

Please provide the employer(s), your position(s), and date(s) where you gained the experience indicated in the previous question. If no experience, type “none.”

 

 

2.

Please describe a challenging case which demonstrates your ability to effectively balance constant interruptions, competing deadlines and priorities. What did you do and how did you do it?

2a.

Please provide the employer(s), your position(s), and date(s) where you gained the experience indicated in the previous question. If no experience, type “none.”

 

3.

Describe the steps you would take in locating, marshalling, and collecting assets including real and personal property, such as bank accounts, annuities, insurance policies, stocks, bonds, jewelry, coins, Social Security benefits, veterans’ benefits, or other income.

 

Describe the steps you would take locating family members and next of kin.

3a.

Please provide the employer(s), your position(s), and date(s) where you gained the experience indicated in the previous question. If no experience, type “none.”

 

4.

Please describe a time where you had to work with a difficult agency in order to gather documentation and information regarding a client’s assets, benefits and/or entitlements.

 

How did you interact with the agency? Describe the steps you took to accomplish your tasks.

4a.

Please provide the employer(s), your position(s), and date(s) where you gained the experience indicated in the previous question. If no experience, type “none.”

 

I hereby certify that I am the author of this Supplemental Questionnaire and that all information presented is true and based on my background, skills and experiences. I understand that any false, incomplete, or incorrect statement may result in my disqualification or dismissal from employment with the City and County of San Francisco. I understand and agree that the information provided is subject to verification. I also understand that checking this box will serve as my electronic signature.