CalHR
Overview
Eligibility Specialist I (MSS) in Crescent City. The Eligibility Specialist classifications determine the eligibility of applicants and recipients for public assistance programs through interactive interviewing and fact gathering; maintain current knowledge of program regulations and procedures necessary for multi-program caseload administration; initiate and process casework through automated systems; identify needs and make appropriate referrals for health, social, and/or employment services; and perform related work as required. The Eligibility Specialist I is the entry-level classification in the Eligibility Specialist series. Incumbents may have prior experience determining eligibility for loans, financial assistance, unemployment or veterans benefits, or publicly or privately funded health, counseling or social services programs; have completed initial classroom training provided as part of the Eligibility Specialist Trainee training program; or may have the required level of education. Incumbents will be placed in a work team and initially may receive classroom instruction prior to being assigned casework and/or tasks. Incumbents will work under close supervision while learning to independently determine public assistance eligibility, and apply knowledge and skills learned from their training in completing eligibility tasks and applying complex regulations. As incumbents gain experience and work toward the journey level in the series, they are expected to work with more independence and have the ability to complete more complex tasks and/or handle larger client caseloads. Incumbents are expected to progress to the journey-level Eligibility Specialist II upon completion of one year of satisfactory performance in the entry-level Eligibility Specialist I classification. Responsibilities
Performs interactive interviews to elicit eligibility information, obtain and/or verify financial, employment, tax and personal demographic information and determine eligibility for public assistance programs and services Analyzes financial and eligibility information to determine initial or continuing eligibility for multiple aid programs Explains regulations, rules and policies to clients and apprises them of their rights, responsibilities and eligibility for participation in various public assistance programs and services Ensures accuracy and completion of application and declaration forms Resolves discrepancies by securing documentation, medical records and confirmation from other agencies Enters and retrieves numerical and narrative data and issues benefits from an automated computer system Determines the level of benefits to which the client is entitled by making complex computations and/or computer entries and then analyzing the results Reviews and interprets information provided on a variety of forms both by the client and third parties to assist with eligibility determination Evaluates clients for and answers questions on Advanced Payment Tax Credits (APTC) related to health care reform Explains a variety of plan options, costs and individual plan features through Covered California Monitors ongoing eligibility by obtaining periodic updated information of eligibility factors and takes appropriate actions on changes Determines need for additional services and makes referrals as needed for employment and other services to outside agencies to assist clients toward self-sufficiency and directs clients accordingly Organizes and prioritizes caseload so that necessary case records and documents are processed and updated within specific time limits established by regulation and local policy Enters and maintains case records, including written narratives, forms and computer documents in a clear and readable format Troubleshoots task and/or case issues to determine appropriate resolution of problems, involving Help Desk as needed Communicates both orally and in writing with clients and others related to the initial and ongoing eligibility determination while maintaining confidentiality Responds to questions and complaints of clients in person, by telephone, mail and/or email communication Provides pertinent forms and pamphlets to clients as required Identifies suspected fraud and makes referrals for investigation Makes referrals to social service workers as needed Participates in special projects, studies, work assignments and committees Prepares correspondence and reports Performs related duties as assigned Minimum Qualifications
Pattern 1:
One year full-time experience in an Eligibility Specialist Trainee classification in an Interagency Merit System (IMS) county; OR Pattern 2:
One (1) year of full-time experience determining eligibility for health programs, loans, financial assistance, unemployment, or other benefits
and
two (2) years of clerical work involving public contact; OR Pattern 3:
Two (2) years of full-time experience determining eligibility for health programs, loans, financial assistance, unemployment, or other benefits ; OR Pattern 4:
Four (4) years of full-time clerical work involving public contact, interviewing, math computations, completion of forms or eliciting information from the public; OR Pattern 5:
Graduation from an accredited four-year college or university. Qualifying experience or education may be combined in order to meet the above requirements. When combining education and experience; fifteen (15) semester units or twenty-two and a half (22.5) quarter units equals six months of experience. Supplemental Information
Examination Information Written Examination – Weighted 100% The written examination will consist of a multiple choice in-person written exam with the following four (4) test sections: Data Analysis and Math Workplace Issues Grammar and Proofreading To obtain a position on the eligible list, candidates must receive a minimum rating of 70% on the examination. It is anticipated that the examination will be held during
(August and 2025) . Competitors who do not appear for the written examination will be disqualified. A departmental open eligible list will be established for the county of Del Norte. The list will be utilized for 12 months after it is established unless the needs of the service and conditions of the list warrant a change in this period. Retest Period Once you have taken the examination, you may not retest for SIX (6) MONTHS from the established eligibility date. Special Testing Arrangements Special testing arrangements may be made to accommodate applicants for disability, military, or religious reasons. If you require such arrangements, please contact CalHR at mssprogram@calhr.ca.gov or 916-909-3701 upon notification that your application has been approved. Documentation from medical, military, school or church officials outlining the accommodation request must be received by our office a minimum of five business days prior to a scheduled examination. Education Documents If you are using education to meet the minimum qualifications, you must attach your transcripts to your application. Applicants with foreign transcripts must provide a transcript evaluation that indicates the number of units to which the foreign course work is equivalent. Transcripts and evaluations may be unofficial; official transcripts may be required upon appointment. Please redact birthdates and social security numbers. General Information This position is not eligible for visa sponsorship. Applicants must be authorized to work in the United States without the need for visa sponsorship by the start date of employment. MSS reserves the right to revise the examination plan to better meet the needs of the recruitment if the circumstances under which this examination was planned change. Such revision will be in accordance with civil service laws and rules and all competitors will be notified. If you meet the requirements stated on this bulletin, you may take this examination. Your performance in this examination will be rated against predetermined rating criteria. All competitors who pass will be added to the eligible list. Meeting the entry requirements does not assure success in the examination or placement on the eligible list.
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Eligibility Specialist I (MSS) in Crescent City. The Eligibility Specialist classifications determine the eligibility of applicants and recipients for public assistance programs through interactive interviewing and fact gathering; maintain current knowledge of program regulations and procedures necessary for multi-program caseload administration; initiate and process casework through automated systems; identify needs and make appropriate referrals for health, social, and/or employment services; and perform related work as required. The Eligibility Specialist I is the entry-level classification in the Eligibility Specialist series. Incumbents may have prior experience determining eligibility for loans, financial assistance, unemployment or veterans benefits, or publicly or privately funded health, counseling or social services programs; have completed initial classroom training provided as part of the Eligibility Specialist Trainee training program; or may have the required level of education. Incumbents will be placed in a work team and initially may receive classroom instruction prior to being assigned casework and/or tasks. Incumbents will work under close supervision while learning to independently determine public assistance eligibility, and apply knowledge and skills learned from their training in completing eligibility tasks and applying complex regulations. As incumbents gain experience and work toward the journey level in the series, they are expected to work with more independence and have the ability to complete more complex tasks and/or handle larger client caseloads. Incumbents are expected to progress to the journey-level Eligibility Specialist II upon completion of one year of satisfactory performance in the entry-level Eligibility Specialist I classification. Responsibilities
Performs interactive interviews to elicit eligibility information, obtain and/or verify financial, employment, tax and personal demographic information and determine eligibility for public assistance programs and services Analyzes financial and eligibility information to determine initial or continuing eligibility for multiple aid programs Explains regulations, rules and policies to clients and apprises them of their rights, responsibilities and eligibility for participation in various public assistance programs and services Ensures accuracy and completion of application and declaration forms Resolves discrepancies by securing documentation, medical records and confirmation from other agencies Enters and retrieves numerical and narrative data and issues benefits from an automated computer system Determines the level of benefits to which the client is entitled by making complex computations and/or computer entries and then analyzing the results Reviews and interprets information provided on a variety of forms both by the client and third parties to assist with eligibility determination Evaluates clients for and answers questions on Advanced Payment Tax Credits (APTC) related to health care reform Explains a variety of plan options, costs and individual plan features through Covered California Monitors ongoing eligibility by obtaining periodic updated information of eligibility factors and takes appropriate actions on changes Determines need for additional services and makes referrals as needed for employment and other services to outside agencies to assist clients toward self-sufficiency and directs clients accordingly Organizes and prioritizes caseload so that necessary case records and documents are processed and updated within specific time limits established by regulation and local policy Enters and maintains case records, including written narratives, forms and computer documents in a clear and readable format Troubleshoots task and/or case issues to determine appropriate resolution of problems, involving Help Desk as needed Communicates both orally and in writing with clients and others related to the initial and ongoing eligibility determination while maintaining confidentiality Responds to questions and complaints of clients in person, by telephone, mail and/or email communication Provides pertinent forms and pamphlets to clients as required Identifies suspected fraud and makes referrals for investigation Makes referrals to social service workers as needed Participates in special projects, studies, work assignments and committees Prepares correspondence and reports Performs related duties as assigned Minimum Qualifications
Pattern 1:
One year full-time experience in an Eligibility Specialist Trainee classification in an Interagency Merit System (IMS) county; OR Pattern 2:
One (1) year of full-time experience determining eligibility for health programs, loans, financial assistance, unemployment, or other benefits
and
two (2) years of clerical work involving public contact; OR Pattern 3:
Two (2) years of full-time experience determining eligibility for health programs, loans, financial assistance, unemployment, or other benefits ; OR Pattern 4:
Four (4) years of full-time clerical work involving public contact, interviewing, math computations, completion of forms or eliciting information from the public; OR Pattern 5:
Graduation from an accredited four-year college or university. Qualifying experience or education may be combined in order to meet the above requirements. When combining education and experience; fifteen (15) semester units or twenty-two and a half (22.5) quarter units equals six months of experience. Supplemental Information
Examination Information Written Examination – Weighted 100% The written examination will consist of a multiple choice in-person written exam with the following four (4) test sections: Data Analysis and Math Workplace Issues Grammar and Proofreading To obtain a position on the eligible list, candidates must receive a minimum rating of 70% on the examination. It is anticipated that the examination will be held during
(August and 2025) . Competitors who do not appear for the written examination will be disqualified. A departmental open eligible list will be established for the county of Del Norte. The list will be utilized for 12 months after it is established unless the needs of the service and conditions of the list warrant a change in this period. Retest Period Once you have taken the examination, you may not retest for SIX (6) MONTHS from the established eligibility date. Special Testing Arrangements Special testing arrangements may be made to accommodate applicants for disability, military, or religious reasons. If you require such arrangements, please contact CalHR at mssprogram@calhr.ca.gov or 916-909-3701 upon notification that your application has been approved. Documentation from medical, military, school or church officials outlining the accommodation request must be received by our office a minimum of five business days prior to a scheduled examination. Education Documents If you are using education to meet the minimum qualifications, you must attach your transcripts to your application. Applicants with foreign transcripts must provide a transcript evaluation that indicates the number of units to which the foreign course work is equivalent. Transcripts and evaluations may be unofficial; official transcripts may be required upon appointment. Please redact birthdates and social security numbers. General Information This position is not eligible for visa sponsorship. Applicants must be authorized to work in the United States without the need for visa sponsorship by the start date of employment. MSS reserves the right to revise the examination plan to better meet the needs of the recruitment if the circumstances under which this examination was planned change. Such revision will be in accordance with civil service laws and rules and all competitors will be notified. If you meet the requirements stated on this bulletin, you may take this examination. Your performance in this examination will be rated against predetermined rating criteria. All competitors who pass will be added to the eligible list. Meeting the entry requirements does not assure success in the examination or placement on the eligible list.
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