PUBLIC GUARDIAN/CONSERVATOR

Job Specifications

Class Code: DG8
Analyst: SC/TC
Date Originated: 8/80
Date Revised: 1/95, 2/05

SANTA CRUZ COUNTY
 

DEFINITION

Under general direction, plan, organize, and direct the operations of the Public Guardian's office; supervise a staff providing conservatorship and public payee services for persons referred or placed under jurisdiction of the Public Guardian; analyze and prepare yearly budgets for the Public Guardian program; analyze financial trends and forecasts, and invest client assets to gain highest and best returns, and perform other work as required. Shall be appointed to hold the County office of "Public Guardian" in accordance with County Code Chapter 2.12. Perform other work as required.
 

DISTINGUISHING CHARACTERISTICS

This single position class is responsible for directing the work of a group of Deputy Public Guardians, Mental Health, and support staff working in the Public Guardian's office, and is appointed by the Board of Supervisors pursuant to County Code Chapter 2.12.
 

TYPICAL TASKS

(NOTE: Depending on whether or not the incumbent is holding the County office of "Public Guardian," all or some of the following tasks are performed.) Plan, organize, direct, and review the work of the Public Guardian's office; develop major administrative policies and procedures, and direct their implementation; set and evaluate procedures and standards for investigation and administration of all referrals, including the determination of client estates, complying with legal requirements, settling difficult estate property issues, providing for the personal care and treatment of conservatees, accounting for safeguarding personal and real property, and managing complex monetary transactions and investments; assign functions to staff members and maintains contact with staff of other agencies to monitor workflow and insure efficient service delivery; direct liaison with other County departments providing support services, such as Auditor-Controller, County Counsel, District Attorney, Mental Health Services, Human Resources Agency, and others; direct liaison with courts, attorneys and other public and private agencies to insure the proper administration and management of conservatee estates and conservatee treatment plans; direct professional and clerical staff in the preparation of required reports, legal documents, and maintenance of detailed records documenting transactions in each case; interview and hire new employees and prepares written evaluations for all Public Guardian personnel in accordance with county personnel policies; analyze current year budget expenditures and revenues and prepares proposed budget for coming fiscal year; analyze cur rent trends in fiscal market and makes investment decisions concerning the management of client assets to gain highest and best interest returns; testify in court concerning the investigation or administration of conservatorships; sign checks, receipts, and other legal documents as required; prepares comprehensive reports and records, including cost studies, organization analysis, job design and staffing estimates, and revenue and expenditure projections; assist with the investigation and administration of cases of a more complex and intricate nature; respond to the Board of Supervisors, Grand Jury, and other agencies concerning the operation of the Public Guardian function; assist other agency personnel in training related to activities and services of the Public Guardian program; collaborate with Public Guardians of other counties in the introduction, through legislators, of new legislation affecting the public guardian function; confer with Public Guardians of other counties on the implementation of such legislation; and may perform work in the field.
 

EMPLOYMENT STANDARDS

Knowledge:

Thorough knowledge of: Working knowledge of:

Ability to:

Education and Experience:

Any combination of education and experience which would provide the required knowledge and abilities is qualifying, unless otherwise specified. A typical way to obtain the knowledge and abilities would be:

A bachelorís degree form an accredited college or university in business or public administration, social work, or related field OR Successful completion of a paralegal curriculum approved by the American Bar Association OR Graduation from law school.

AND

Two years of experience as a conservator for persons under the jurisdiction of a public guardian, which involved the provision of varied and complex client and estate management services. Additional experience as specified may be substituted for education on a year for year basis.

Special Requirements/Conditions:

 

PREVIOUS CLASS TITLES: Chief Public Guardian
Bargaining Unit: 11
EEOC Job Category: 02
Occupational Grouping: 65
Workers' Compensation Code: 0290