HRTMS Job Description Management
| 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. | | | |
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. | | | |
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