1.Two (2) years of direct public contact clerical work experience which must have included the following: use of computer applications to input, retrieve and analyze information; working with a diverse client population; performing responsibilities involving interviewing to acquire detailed personal or confidential information; interpreting and applying rules, regulations and policies; creating and processing documents related to financial or personal histories of clients; and assisting clients with the completion of forms or correspondence; OR 2.One (1) year of experience determining eligibility for health and/or social services programs, loans, financial assistance, unemployment or veterans benefits: OR 3.Sixty (60) semester units or ninety (90) quarter units from an accredited college or university. Substitution: Thirty (30) semester units or forty-five (45) quarter units from an accredited college or university may substitute for one (1) year of the work experience under qualification pattern number one(1) above.                                                                                                                                    





2903 Eligibility Worker

(Human Services Agency/Department of Public Health)

Recruitment #CBT-2903-059333


Human Services Agency


Richard Hodgkinson

Date Opened:

9/14/2012 8:00:00 AM

Filing Deadline:

9/21/2012 5:00:00 PM


$51,844.00 – $63,024.00/year

Job Type:

CBT Discrete

Employment Type:


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When assigned to the Human Services Agency, incumbents under general supervision perform a variety of duties in order to make eligibility determinations for public assistance in a varietyof human service programs and to provide required services to clients from diverse cultural and socio-economic backgrounds.


The essential job functions include the following: assisting clients with the completion of applications and forms; answering a variety of questions regarding information requested on applications; helping clients gather needed and required information and documentation; interpreting and enforcing federal, state, and local laws and regulations pertaining to eligibility determination; explaining regulations and procedures to clients and others as necessary; speaking and working with clients from diverse backgrounds who may be mistrustful, hostile, mentally and/or physically ill; completing and organizing a large number of forms; meeting required deadlines in all phases of the job; utilizing Windows based systems by entering information into appropriate data/inquiry fields and windows; providing outreach services; making home visits; making referrals for client services to other social services programs and community agencies; writing case narratives, memos, letters; filing and maintaining detailed case records; reviewing computer reports in order to update caseload eligibility and manage workflow. All these functions must be performed within strict time frames according to assigned program policies and procedures.  Performs other related duties as assigned/required.


When assigned to the Department of Public Health, Eligibility Workers will work at various public health facilities throughout the City. Incumbents work under general supervision, perform a variety of eligibility and related clerical and administrative duties. The nature of these positions requires employees to work various shifts including, PM shifts, and Midnight shifts. Employees may also work weekends and holidays.


The essential job functions include the following: performs eligibility and registration functions to secure maximum reimbursement; interviews applicants, clients or other representatives to acquire detailed personal or confidential information; initiate a total-household assistance interview to determine eligibility for financial assistance under the terms of various Federal, State or County Health Care Programs; enters demographic and financial information on the computer; assists with the completion of applications and forms; obtains information from and provides information to applicants; interprets and enforces Federal, State and local regulations; assists with authorization for care or transfer of patients; initiates and processes work through an automated system; plans and organizes accordingly to ensure work is completed in accordance with regulations relating to eligibility and timeliness; reviews eligibility factors and re-computes benefit amounts periodically according to prescribed time intervals as required by the appropriate program; participates in special projects, studies, or work assignments; answers phones and schedules patient appointments; assists patients with special needs due to disability, illness, physical, age and/or language limitations; provides excellent customer service to clients and coworkers by remaining courteous and helpful at all times. Performs other related duties as assigned/required.


Applications for City and County of San Francisco jobs are being accepted through an online process. to register an account (if you have not already done so) and begin the application process.


  • Select the desired job announcement
  • Select “Apply” and read and acknowledge the information
  • Select either “I am a New User” if you have not previously registered, or “I have Registered Previously”
  • Follow instructions on the screen

Computers are available for the public (from 8:00 a.m. to 5:00 p.m. Monday through Friday) to file online applications in the lobby of the Dept. of Human Resources at 1 South Van Ness Avenue, 4th Floor, San Francisco.


Applicants may be contacted by email about this announcement and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date.  Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter.  To prevent blocking, applicants should set up their email to accept CCSF mail from the following addresses (,,,,,,,


Applicants will receive a confirmation email that their online application has been received in response to every announcement for which they file.  Applicants should retain this confirmation email for their records.  Failure to receive this email means that the online application was not submitted or received.

All work experience, education, training and other information substantiating how you meet the minimum qualifications must be included on your application by the filing deadline.  Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications.

Applications completed improperly may be cause for ineligibility, disqualification or may lead to lower scores.


If you have any questions regarding this recruitment or application process, please contact the exam analyst, Richard Hodgkinson, by telephone at 415-557-5573 or by email at



Candidates will be administered a written multiple-choice test designed to measure knowledge, skills and/or abilities in job-related areas which may include but are not limited to:


  • Ability to establish and maintain effective and cooperative working relationships,                                                   and to effectively work with others
  • Ability to interview clients
  • Ability to communicate written information in a clear and concise manner to clients and staff
  • Ability to read, review, and evaluate written information
  • Ability to file, prepare, organize and maintain records
  • Ability to use mathematical formulas.
  • Ability to comprehend and interpret written information
  • Knowledge and ability to interpret policies, rules, and procedures

This is a standardized examination and, therefore, test questions and test answers are not available for public inspection or review.


Special Condition Bilingual Proficiency:

Some positions may require bilingual proficiency in a variety of languages depending on the department’s bilingual needs. Only those eligibles who pass the bilingual proficiency test will be considered for bilingual positions. Applicants must indicate on the application the language(s) in which they claim proficiency


Requests: Applicants with disabilities who meet the minimum eligibility requirements for this job announcement can find information on requesting a reasonable ADA Accommodation at:


Information regarding requests for Veterans Preference can be found at:                                                                             



Applicants may be required to submit verification of qualifying education and experience at any point in the application, examination and/or departmental selection process.  Note: Falsifying one’s education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco.For more information on verification, please visit the following link:


Certification Rule:

The certification rule for the eligible list resulting from this examination will be Rule of Three Scores.  Additional selection processes will be conducted by the hiring department prior to making final hiring decisions.

Eligible List: The eligible list resulting from this examination is subject to change after adoption (e.g., as a result of appeals), as directed by the Human Resources Director or the Civil Service Commission.
The duration of the eligible list resulting from this examination process will be 24 months, and may be extended with the approval of the Human Resources Director.

General Information concerning City and County of San Francisco Employment Policies and Procedures: Important Employment Information for the City and County of San Francisco can be obtained at or hard copy at 1 South Van Ness Avenue, 4th Floor.

Terms of Announcement: Applicants must be guided solely by the provisions of this announcement, including requirements, time periods and other particulars, except when superseded by federal, state or local laws, rules or regulations.  Clerical errors may be corrected by the posting the correction on the Department of Human Resources website

Copies of Application Documents:                                                                                                                                   Applicants should keep copies of all documents submitted, as these will not be returned.

Right to Work: All persons entering the City and County of San Francisco workforce are required to provide verification of authorization to work in the United States.

Exam Type: Entrance                                                                                                                                                                      Issued: 9/14/12 Micki Callahan, Human Resources Director Department of Human Resources Recruitment ID Number: CBT-2903-059333                                                                                                          HSA/RH/415.557.5573


All City and County of San Francisco employees are designated Disaster Service Workers through state and local law (California Government Code Section 3100-3109). Employment with the City requires the affirmation of a loyalty oath to this effect. Employees are required to complete all Disaster Service Worker-related training as assigned, and to return to work as ordered in the event of an emergency.


All employees hired on or after January 10, 2009 will be required (pursuant to San Francisco Charter Section A8.432) to contribute2% of pre-tax compensation to fund retiree healthcare. In addition, most employeesare required to make a member contribution towards retirement, typically a 7.5% of compensation. For more information on these provisions, please contact the personnel office of the hiring agency.

For more information about benefits, please click here.

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