Butte CountyOroville 95965

Investigates and assesses the financial, medical, psychological, vocational and social backgrounds of clients by interviewing proposed conservatees or wards, their relatives, friends, and appropriate public and private agency representatives; creates and maintains extensive case files.

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Deputy Public Guardian/public Administrator I/ii

Butte County
Butte County Department of Employment and Social Services, 78 Table Mountain Blvd, Oroville, CA 95965, United States
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Overview

Under close or general supervision, investigates the medical, psychological, financial and social backgrounds of clients referred for conservatorship; assesses risk; monitors the personal and financial affairs of conservatees; arranges for delivery of community support services for elderly, mentally impaired or physically disabled wards; provides case management for conservatees to assure their safety in the least restrictive environment.

SUPERVISION RECEIVED AND EXERCISED

Receives close supervision (Deputy Public Guardian/Public Administrator I) or general supervision (Deputy Public Guardian/Public Administrator II) from a Public Guardian/Public Administrator Supervisor or assigned supervisory or management personnel. Exercises no direct supervision over staff.

CLASS CHARACTERISTICS

Deputy Public Guardian/Public Administrator I: This is the entry-level classification in the Deputy Public Guardian/Public Administrator series.  In this classification, incumbents learn to manage a caseload of complex legal, financial and social services casework functions. Positions at this level usually perform most of the duties required of the positions at the II-level but are not expected to function at the same skill level and usually exercise less independent discretion and judgment in matters related to work procedures and methods.

Deputy Public Guardian/Public Administrator II: This is the journey level classification in the Deputy Public Guardian/Public Administrator series. Incumbents manage a caseload of complex and difficult conservatee services; performs complex legal, financial and social services casework functions, including risk assessment. May provide technical direction, training and consultation to others and/or function in a lead worker capacity.

Essential Job Functions

EXAMPLES OF TYPICAL JOB FUNCTIONS

Typical functions may include any of the following tasks, knowledge, abilities, and other characteristics.  The list that follows is not intended as a comprehensive list; it is intended to provide a representative summary of the major duties and responsibilities. Incumbent(s) may not be required to perform all duties listed, and may be required to perform additional, position-specific tasks.

Some duties, knowledge, skills, and abilities may be performed in a learning capacity for entry-level (I Level) positions.

  • Investigates and assesses the financial, medical, psychological, vocational and social backgrounds of clients by interviewing proposed conservatees or wards, their relatives, friends, and appropriate public and private agency representatives; creates and maintains extensive case files.
  • Evaluates conservatee risk and problems and follows through with intensive long or short term service plans; coordinates referrals to appropriate County departments, agencies and community resources.
  • Researches records for pertinent clinical history, diagnosis and prognosis; compiles and analyzes information to determine whether the person is disabled or substantially unable to provide for their own personal care, shelter and financial needs.
  • Reviews, interprets and applies the welfare and institution codes, and probate codes; prepares court reports and recommendations regarding initial establishment of conservatorship or guardianship, and may testify in Court.
  • Develops plans for needed services and management of financial resources; arranges for payment of necessary living expenses; manages conservatees’ real and personal property, as directed.
  • Supports and enhances the conservatees’ emotional and physical stability; arranges for physical care and custody of conservatees incapable of providing for their own welfare; develops and enhances cooperative professional relationships with local community agencies significant to the continuum of care for conservatees; recommends and initiates detention and hospitalization of conservatees as required. 
  • Manages assets for benefit of conservatee or estate; pays legal debts; safeguards property and assets. 
  • Arranges for collecting and investigating the personal property of deceased residents; may arrange for sale of property.
  • Coordinates the pursuit of financial benefits to which conservatees may be entitled; provides advocacy for conservatees with social security and other state and federal agencies; represents the conservatee and estate's interests in dealing with the IRS, banks, other financial institutions, and investment officers.
  • Arranges for the physical storage of personal property of the conservatee and estate; manages real property and arranges for the disposition of property; processes all legal documents and procedures on behalf of the conservatee and estate.
  • Monitors conservatee budgets and expenditures for services; reviews and approves billing records; assures that appropriate services are provided.
  • Explains complex legal policies, probate processes, conservatorship, financial arrangements, and responsibilities to conservatees and family; explains plan of care to conservatees, family and significant others; provides advocacy as needed.
  • Searches for wills, names of survivors and relatives and possible heirs, insurance policies, stocks, bank books, and other documents, records or materials; may take possession of same and arrange for safekeeping.
  • Ascertains or arranges for determination of value of personal property; prepares petitions for letters of administration, notice of sale, petitions for confirmations, inventory and other documents required during probate proceedings.
  • Receives and records all assets and expenditures; invests monies not required for the orderly administration of estate; reports and forwards any undisbursed assets to state or county general fund.
  • Administers county indigent burial program.
  • Performs related duties as assigned.
Minimum Qualifications

Knowledge of:

  • County and department policies and procedures.
  • State and federal laws pertaining to guardianship, conservatorship, probate administration, and case management.
  • Welfare and institutions codes, probate codes, health and safety codes, and other applicable laws and regulations relating to estate management and disbursement.
  • Principles and practices of legal, ethical and professional rules of conduct and estate management.
  • Social and psychological problems of the elderly, emotionally disturbed, mentally ill, and severely physically disabled persons, and community resources available to assist this conservatee base.
  • Basic accounting and budgeting principles. 
  • Principles and practices of effective case management and estate management.

Ability To:

  • Work effectively with persons of varying cultural and social backgrounds as well as aged, disabled and mentally ill persons.
  • Collect, analyze and evaluate medical, legal and social services information.
  • Analyze problems, identify solutions, recommend and implement methods, procedures and techniques for resolution of issues.
  • Assess and prioritize multiple tasks, projects and demands.
  • Establish and maintain effective working relations with co-workers, other county employees and representatives from other county, state and federal agencies.

Education and Experience:

Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be:

Bachelor’s degree in social work, behavioral sciences, public or business administration or related field; and

Deputy Public Guardian/Public Administrator I: One (1) year experience in financial, business or social services.

Deputy Public Guardian/Public Administrator II: Two (2) years social work experience performing protective case management services for children, adults or families.  One (1) year of experience in Butte County preferred.

Internship from an accredited college or university within the social service field, upon completion of one (1) year, may be substituted for six (6) months of the required social casework experience.

Certifications and Licenses:

  • Must possess a valid US driver’s license upon date of application. Must obtain California driver’s license following hire date per California DMV regulations.
Environmental Factors and Conditions/Physical Requirements

PHYSICAL DEMANDS

  • May be required to lift and carry items weighing up to 40 pounds.
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