Under direction, monitors case management of conservatees; arranges for the administration of personal assets; manages conservatee property; monitors physical, emotional and financial well being of conserved persons; investigates referrals for guardianship and conservatorship; and does related or other work as required in accordance with Rule 3, Section 3 of the Civil Service Rules.
CLASS CHARACTERISTICS
This is the second working level in the Deputy Public Guardian series. An employee of this class carries out case management activities of the Public Guardian/Conservator Office, including monitoring case management of conservatees, administration of assets and investigation of referrals. Incumbents ensure that clients are properly cared for, and coordinate activities with and provide guidance to less experienced staff. Incumbents also perform specialized functions in the monitoring of the case management of clients including managing the real and personal property of clients, coordinating the management of client investments or other specialized assignments and may train and review the work of less experienced staff. This class is distinguished from Deputy Public Guardian I in that incumbents of the latter class generally perform less complex work with less independence and higher level of review.
TYPICAL DUTIES
Monitors the physical, emotional, and fiscal well being of conservatees; monitors the adequacy and appropriateness of case management activities; reviews financial accountings, individual records and transactions, and other records to ensure appropriate expenditure of conservatee funds for the benefit of the conservatee; visits conservatee by phone and in person to ascertain the appropriateness and adequacy of housing, meals, health care, and related matters.
Manages the real and personal property of conservatees until directed by court to dispose; ensures adequate insurance coverage for real and personal property; arranges for the storage of personal property; negotiates the sale of personal property; arranges for professional financial management of large estates; obtains court authorization to liquidate holdings such as stocks, bonds and other instruments as needed to provide for the care of conservatees.
Investigates the financial, social, and medical background of persons referred for conservatorship or guardianship; determines whether guardianship or conservatorship is appropriate under the applicable laws; prepares reports, testifies and makes recommendations to the court regarding guardianship or conservatorship of referrals.
Locates, secures and inventories all real and personal property so accurate records on all assets and liabilities of each conservatee can be maintained; develops financial plan for daily and monthly maintenance needs of conservatee; notifies creditors and debtors of status of client; authorizes payment of bills.
Develops financial resources for payment of care and/or incidental needs of conservatees, including making arrangements for purchase of disposal of personal and real property; applying for social security, medicare, veterans or other benefits; locating and applying for private or government pensions, etc.
Arranges for housing, medical care, nursing care, food and other basic needs; confers and coordinates with health care, social service, and legal agencies and representatives regarding care of clients.
Provides supervision of conservatee until case is transferred to case management; provides ongoing legal supervision of conservatee for medical orders or other matters that arise; may provide transportation of conservatee to court or from one facility to another, as necessary.
Prepares and maintains case records and files; prepares correspondence and reports using computers.
MINIMUM QUALIFICATIONS
EITHER PATTERN I
Experience: One year as a Deputy Public Guardian I in San Joaquin County service.
OR PATTERN II
Education: Graduation from an accredited college or university preferably with a degree in the social or behavioral sciences or closely related field.
Experience: Two years of paid experience performing social casework, investigation of probate, criminal or civil matters or experience managing the personal finances of multiple clients, including one year as a conservator or trustee for multiple clients.
AND
Certification: Effective July 1, 2008, must obtain certification issued by the California State Association of Public Administrators, Public Guardians and Public Conservators within four (4) years of appointment under the standards and certification requirements set forth by the PAPGPC and maintain certification while employed in the Public Guardian/Conservator Office.
License: Possession of a valid California driver’s license.
Special Requirement: Must be able to pass a State of California background check.
KNOWLEDGE
Obligations of Guardian/Conservator; pertinent laws, regulations and ordinances governing conservatorship and sub payees; basic investigative procedures; interviewing techniques; general financial management and record keeping principles; basic psychological and physiological disorders; common medical and social problems associated with handicapped or incompetent persons; general report writing procedures.
ABILITY
Read, understand, and interpret job related material, including the Probate Code, the Lanterman-Petris-Short Act, and the Welfare and Institutions Code; establish and maintain effective working relationships with clients, the general public, and representatives of other agencies; analyze and evaluate medical, legal, and financial information; maintain records and reports.
PHYSICAL/MENTAL REQUIREMENTS
Mobility-Regular operation of a data entry device, repetitive motion, sitting for long periods, walking; occasional standing, pushing, pulling, bending, squatting, climbing; Dexterity-Sufficient to operate a key board; handle individual papers; write and take notes; Lifting/Pushing/Pulling-Frequently lifting of 5 pounds or less; occasional lifting of 5 to 30 pounds; Visual Requirements-Ability to read files and documents and use computer screens; constant good overall vision and reading/close-up work; frequent color perception and use of eye/hand coordination; occasional use of depth perception and peripheral vision; Hearing/Talking-Frequent hearing of normal speech, hearing/talking on the telephone, talking in person; Emotional/Psychological-Frequent decision making, concentration, and public contact; Special Requirements-Some assignments may require working weekends, nights, and/or occasional overtime; Environmental-May involve working in unpleasant physical environments.
San Joaquin County complies with the Americans with Disabilities Act (ADA) and, upon request, will consider reasonable accommodations to enable individuals with disabilities to perform essential job functions.
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