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Project Coordinator

PUBL EDUC SPEC 2 (004167)

UCPath Position ID: TBD_941571

 

 

 

Position Description History/Status

Approved Date:

6/23/2026 12:06:47 AM

Date Last Edited:

6/23/2026 12:06:09 AM

Last Action Effective Date:

 

Organization Details

Business Unit (Location):

LACMP

Organization Code:

1120O

Organization:

EDUCATION & INFO STUDIES               

Division Code:

1121D

Division:

EDUCATION & INFO STUDIES DIV           

Department:

007000 - EDUCATION

Position Details

UCPath Position Number:

TBD_941571

Position Description ID

261005

UC Payroll Title:

PUBL EDUC SPEC 2 (004167)

Personnel Program

Professional and Support Staff (PSS)

Salary Grade:

Grade 18

Job Code FLSA:

Non-Exempt

Union Code (Collective Bargaining Unit):

99: Non-Represented (PPSM)

Employee Relations Code:

E: All Others - Not Confidential

Employee Class (Appt Type):

1 - Staff: Contract

Full-Time Equivalent (FTE)

1

SUPERVISION

UCPath Reports to Position Number:

41006527

Reports to Payroll Title:

ACADEMIC COORD III-FY

UCPath Department Head Position Number:

40036879

Department Head Payroll Title:

DEAN


Level of Supervision Received

SUPERVISION - Indicates that the incumbent performs a variety of routine duties within established policies and procedures or by referral to the supervisor’s guidelines.


POSITION SUMMARY

The Project Coordinator will support the planning, implementation, coordination, and expansion of early wealth-building initiatives led by the UCLA CalKIDS Institute. Reporting directly to the Principal Investigator and working closely with Institute leadership, the Project Coordinator will serve as the primary liaison between the Institute and a broad network of partners, including community-based organizations, educational institutions, public agencies, financial capability providers, and statewide coalitions.

 

The primary responsibility of this position will be overseeing the day-to-day implementation of the CalKIDS Institute Building Wealth at Tax Time Initiative, a multi-year effort designed to integrate CalKIDS, 530A ("Trump") Accounts, HOPE Accounts, and other asset-building opportunities into Volunteer Income Tax Assistance (VITA) and Earned Income Tax Credit (EITC) outreach ecosystems. The Project Coordinator will coordinate and implement partner engagement, training, outreach, data collection, and ongoing communication with participating VITA coalitions and community partners.

 

In addition to supporting the Building Wealth at Tax Time Initiative, the Project Coordinator will contribute to other Institute activities related to early wealth building, including development and dissemination of training resources, stakeholder engagement, research implementation, community outreach, policy initiatives, convenings, and partnerships that advance financial resilience and asset-building opportunities for low-income households. The position requires strong project management, relationship-building, communication, and organizational skills, as well as the ability to manage multiple initiatives and work effectively with diverse stakeholders across California.

 


Key Responsibilities and Essential Functions

Function

Responsibilities

% Time

Program Administration and Project Management

1. Serve as the primary point of contact for participating VITA coalitions, nonprofit organizations, community-based organizations, university partners, and public agencies. (E)

2. Coordinate and implement project activities across participating VITA sites and partner organizations. (E)

3. Support participation in the Los Angeles EITC Coalition, steering committee meetings, and other collaborative networks. (E)

4. Develop and maintain project workplans, implementation schedules, and tracking systems to ensure timely completion of deliverables. (E)

5. Monitor project progress, identify implementation challenges, and recommend corrective actions as needed. (E)

6. Coordinate meetings, convenings, training sessions, and stakeholder engagement activities. (E)

7. Prepare project reports, contracts, presentations, grant deliverables, and other project documentation under the supervision of Institute leadership or lead staff. (E)

 

40%

Training and Outreach Implementation

In collaboration with the local EITC Coalition Training Partner, the position will implement the following tasks: 

 1. Coordinate deployment and delivery of CalKIDS Institute training resources for VITA staff and volunteers, including CalKIDS 101 and CalKIDS 201 modules, across participating VITA sites. (E)

 2. Organize and conduct VITA volunteer and site supervisor training sessions that are related to CalKIDS and other wealth-building initiatives. (E)

 3. Assist with development, distribution, and maintenance of multilingual outreach materials, guides, and communications resources. (E)

 4. Work with partner organizations to integrate early wealth-building messaging into existing VITA and EITC outreach efforts. (E)

 5. Support implementation of public awareness campaigns related to CalKIDS, 530A Accounts, HOPE Accounts, and related savings opportunities. (E)

 

25%

Data Collection, Evaluation, and Continuous System Improvement

1. Coordinate administration of project intake forms, surveys, and other data collection instruments. (E)

2. Monitor data quality and support the collection of implementation and performance metrics. (E)

3. Work closely with Institute research staff to facilitate data reporting, evaluation activities, and continuous improvement efforts. (E)

4. Assist in documenting lessons learned, best practices, barriers to participation, and successful outreach strategies. (E)

5. Support preparation of evaluation reports, summaries, and dissemination materials. (E)

 

15%

Partnership Development and Expansion

1. Support identification and onboarding of new regional partners as the Institute’s initiatives continue to expand.

2. Develop and maintain relationships with VITA operators, United Ways, educational institutions (including UCLA’s VITA program), public agencies, and community-based organizations.

3. Represent the CalKIDS Institute at meetings, conferences, and community events as appropriate.

4. Assist Institute leadership in exploring opportunities to strengthen and scale the initiative statewide.

 

20%


Other Requirements - Applies to all Positions

Performs other duties as assigned.

Complies with all policies and standards.

Complies with the University of California, Los Angeles (UCLA) Principles of Community.

This position description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of the organization.


QUALIFICATIONS


Educational Requirements

Education Level

Education Details

Required/
Preferred

And/Or

Bachelor's Degree

in education, public policy, social welfare, social sciences, public administration, business, nonprofit management, or a related field, or equivalent combination of education and experience.

Required

 


Experience Requirements

Experience

Experience Details

Required/
Preferred

And/Or

 

Experience in coordinating programs, projects, partnerships, or community-based initiatives.

Required

 

 

Experience coordinating meetings, trainings, workshops, or community engagement activities.

Required

 

 

Experience collecting, organizing, tracking, and reporting project information and performance metrics.

Required

 

 

Experience working with low-income communities, financial capability programs, asset-building initiatives, Volunteer Income Tax Assistance (VITA) programs, workforce development programs, educational programs, or related community-based services.

Preferred

 

 

Experience supporting grant-funded projects and managing project deliverables.

Preferred

 

 

Experience developing or coordinating training programs, online learning modules, or technical assistance activities.

Preferred

 


Knowledge, Skills and Abilities

KSAs

Required/
Preferred

Demonstrated ability to manage multiple priorities, organize complex activities, and meet deadlines in a fast-paced environment.

Required

Excellent written and verbal communication skills, including the ability to communicate effectively with diverse audiences.

Required

Strong interpersonal skills and demonstrated ability to build and maintain productive relationships with community organizations, public agencies, educational institutions, and other stakeholders.

Required

Ability to speak about CalKIDS Institute programs and our impact with community leaders.

Preferred

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and virtual meeting platforms.

Required

Ability to work independently while also functioning effectively as part of a collaborative team.

Required

Commitment to advancing economic opportunity, educational equity, financial capability, and community well-being.

Required

Familiarity with data collection, survey administration, program evaluation, or applied research activities.

Preferred

Knowledge of California’s early wealth-building ecosystem, including CalKIDS, ScholarShare 529 plans, children's savings accounts, financial capability initiatives, or related programs.

Preferred

Bilingual proficiency in English and Spanish.

Preferred


SPECIAL REQUIREMENTS AND/OR CONDITIONS OF EMPLOYMENT


Reporting and Background Check Requirements

Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation.

Live Scan Background Check: A Live Scan background check must be completed prior to the start of employment.

CANRA: The position is designated as a mandatory reporter under CANRA. The employee must sign the "Statement Acknowledging Requirement to Report Child Abuse".


Travel Requirements

Estimated Amount

Description

20%

Domestic Travel


Other Special Conditions of Employment

List the other special conditions of employment for this position.

Description

Required/
Preferred

Ability to travel to partner sites, meetings, trainings, and community events throughout Southern California.

Required


LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS

Environment and Work Location Information

Environment Type:

Non-Clinical Setting

Location Setting:

Non-University Setting(s)

Location:

Moore Hall & Other School Sites


Physical Requirements

The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

Physical Requirements

Never

0 Hours

Occasional

Up to 3 Hours

Frequent

3 to 6 Hours

Continuous

6 to 8+ Hours

Is Essential

Standing/Walking

 

X

 

 

 

Sitting

 

 

X

 

X

Bending/Stooping

 

X

 

 

 

Squatting/Kneeling

X

 

 

 

 

Climbing

X

 

 

 

 

Lifting/Carrying/Push/Pull 0-25 lbs

 

 

X

 

X

Lifting/Carrying/Push/Pull 26-50 lbs

X

 

 

 

 

Lifting/Carrying/Push/Pull over 50 lbs

X

 

 

 

 

Physical requirements other

X

 

 

 

 


Environmental Requirements

The environmental requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

Exposures

Never

0 Hours

Occasional

Up to 3 Hours

Frequent

3 to 6 Hours

Continuous

6 to 8+ Hours

Is Essential

Chemicals, dust, gases, or fumes

X

 

 

 

 

Loud noise levels

X

 

 

 

 

Marked changes in humidity or temperature

X

 

 

 

 

Microwave/Radiation

X

 

 

 

 

Operating motor vehicles and/or equipment

X

 

 

 

 

Exposures other

X

 

 

 

 


Mental Requirements

The mental requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

Exposures

Never

0 Hours

Occasional

Up to 3 Hours

Frequent

3 to 6 Hours

Continuous

6 to 8+ Hours

Is Essential

Sustained attention and concentration

 

 

X

 

X

Complex problem solving/reasoning

 

X

 

 

X

Ability to organize & prioritize

 

 

X

 

X

Communication skills

 

X

 

 

X

Numerical skills

 

X

 

 

X

Mental demands other

X

 

 

 

 


Blood/Fluid Exposure Risk

The exposure described here is what can be expected of an employee in performing the essential functions of this position.

X

Classification 3:  Position in which exposure to blood, body fluids or tissues is not part of the position description. The normal routine task involves no exposure to blood, body fluids or tissues and the employee can decline to perform tasks which involve a perceived risk without retribution.