Class Specification: ELIGIBILITY WORKER I
ITEM NUMBER: 9178
APPROVAL DATE: 12/01/2014
Under close supervision, makes initial and continuing eligibility determinations for grants and public assistance programs' applicants and participants.
This is the entry-level trainee class and positions of this class report to an Eligibility Supervisor. Eligibility Worker I distinguishes from the Eligibility Worker II class in that the latter class is a journey-level class and Eligibility Worker I receives on-the-job and classroom training. On-the-job and classroom training includes practical experience in interviewing public assistance applicants or participants to determine initial or continuing eligibility for public assistance grants and programs, and identifying problems requiring referral to social services staff.
Upon completion of the one-year probationary period, incumbents are expected to be able to demonstrate the acquired knowledge and abilities necessary for advancement to the Eligibility Worker II class. Incumbents must be able to exercise interviewing and record-keeping techniques; to gather, record and evaluate client data; to understand and follow written instructions; to make arithmetic computations; and deal effectively with the public.
EXAMPLES OF DUTIES:
Receives instruction and practical experience in the following activities:
Interview applicants or participants of public assistance to obtain financial and other eligibility data.
Prepare the forms necessary for entering participant's financial and biographical data into the computer system; reviews computer generated data reports to verify and ensure data entered is accurate.
Assists applicants or participants in completing the necessary documents.
Explain provisions of the various public assistance programs, applicable Federal and State regulations, County's policies, and legal rights and responsibilities of applicants or participants in public assistance programs.
Review and analyze financial and eligibility information to determine initial or continuing eligibility for one or more public assistance programs, such as CalWORKS, General Relief, CalFresh, Medi-Cal, Foster Care or other public assistance programs.
Contact individuals, agencies, insurance companies, schools and other relevant institutions to verify or clarify information provided by the applicants or participants to resolve discrepancies.
Search various income and eligibility-related computer databases to ascertain whether the applicants or participants are receiving income from other sources of public assistance aids or programs, and to further assess eligibility status.
Compute benefits for eligible applicants or participants of public assistance programs, determine whether funds can be authorized for special needs, initiate and update program participants' financial information and documents.
Organize, monitor and prioritize assigned cases to ensure necessary case records and documents are properly filed, processed, verified and updated within specific time limits established by legislation and regulations.
Make preliminary assessment of applicants or program participants' social situation to determine potential problems which would require making referrals to social services staff.
Refer applicants or program participants to appropriate County departments, community-based organizations and other agencies for services and resources to address their immediate and long-term needs.
Follow existing procedures and criteria to identify suspected cases of welfare fraud for referrals to the Welfare Fraud Prevention and Investigation unit.
May verify earnings or incomes to compute the amount of over-payment or over-issuance, generate over-payment reports and Notices of Action, and, when appropriate, make referrals to the Welfare Fraud Prevention and Investigation unit.
May initiate a job referral for potentially employable applicants and participants of public assistance programs.
May make home calls or site visits to interview participants to clarify or verify eligibility or other information.
TRAINING AND EXPERIENCE:
Completion of 60 semester units or 90 quarter units of work in an accredited college.
Two years of clerical experience.
A valid California Class C Driver License or the ability to use an alternative method of transportation when needed to carry out job-related essential functions is required for appointment to some positions in this class.
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