U.S. Department of Education Site Visit August 1, 2011

U.S. Department of Education

Site Visit

August 1, 2011

Oregon Department of Education – US Department of Education

Statewide Longitudinal Data Systems Site Visit August 1, 2011

i

AGENDA

Session Time Agenda Item Facilitator Participants Location

1 8:30-9 Executive Session US Department of Education (USED)

Project Director, State Superintendent of

Education, Executive Team 251 B

2

9-9:15

Introductions and Overview

USED Executive Team, State

Project Team 251 B

3 9:15-10 SLDS Project History

and Background Project Director

(Josh Klein) Executive Team, State

Project Team 251 B

10-10:15 Break

4 10:15-11 SLDS Governance USED State Project Team,

Governing Committee Chairs

Basement Studio A

5 11-12 Demonstrations Project Director

(Josh Klein) State Project Team

Basement Studio A

12-1 Working Lunch (catered by ODE) 251 B

6 1-2 LEA Stakeholders USED LEA Stakeholders Basement Studio A

7 2-3 SEA Program Office

Stakeholders USED

SEA Program Office Stakeholders

Basement Studio A

3-3:15 Break

8 3:15-4:15 Partner Agencies USED State Project Team, Primary

AEC* (OUS, CCWD, TSPC, OED**)

251 B

9 4:15-5:15 Partner

Organizations USED

State Project Team, COSA, OSBA***

251 B

10 5:15-5:45 Open Discussion

and Wrap-up

USED State Project Team 251 B

* ALDER Executive Committee ** Oregon University System, Community Colleges and Workforce Development, Teacher Standards and Practices Commission, and Oregon Employment Department *** Confederation of Oregon School Administrators, Oregon School Board Association

Oregon Department of Education – US Department of Education Statewide Longitudinal Data Systems Site Visit

August 1, 2011

Table of Contents

ii

Master Agenda ......................................................................................................... i

1. Executive Session

Session Summary .......................................................................................... 1-1 ODE Program Office Overview ....................................................................... 1-2 ODE Organizational Chart .............................................................................. 1-3 SLDS Grant Summary ..................................................................................... 1-4

2. Introductions and Overview Session Summary .......................................................................................... 2-1

3. SLDS Project History and Background Session Summary ........................................................................................... 3-1 Data System Timeline (Chart) ........................................................................ 3-2 Data System Timeline (List)............................................................................ 3-3 Database Initiative (DBI) Executive Summary ............................................... 3-4 KIDS Policy Option Package ........................................................................... 3-6 Senate Bill 909 (Enrolled Version) ................................................................. 3-7 Primary Data Stores Map ............................................................................. 3-13 Culture of Data Quality Map ........................................................................ 3-14 Data Quality Efforts ...................................................................................... 3-15 Grant Summary ............................................................................................ 3-16 Project Request Form .................................................................................. 3-17 State Privacy Laws and Practices ................................................................. 3-19

4. SLDS Governance

Session Summary ........................................................................................... 4-1 Governance Structure and Committee Descriptions ..................................... 4-2 Data Sharing Agreement with OUS ................................................................ 4-4 Office of Assessment and Information Services Organizational Chart .......... 4-7 ALDER Governance Plan ................................................................................ 4-8 ALDER Executive Committee Charter .......................................................... 4-17

5. Demonstrations Session Summary .......................................................................................... 5-1 Website Listing ............................................................................................... 5-2

6. LEA Stakeholders Session Summary ........................................................................................... 6-1 Data Quality Workgroup Member List .......................................................... 6-2


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Table of Contents

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Data Warehouse Governance Committee Charter ....................................... 6-5 Data Warehouse Governance Committee Member List ............................... 6-9 Regional Data Warehouse Providers Grant-in-Aid ...................................... 6-10 KIDS Processing Map .................................................................................... 6-12

7. SEA Program Office Stakeholders Session Summary ........................................................................................... 7-1 ODE Program Office Overview ....................................................................... 7-2 Data Governance Committee Charter ........................................................... 7-8 Data Center Move White Paper ..................................................................... 7-9 OSU Open Source Lab .................................................................................. 7-17

8. Partner Agencies Session Summary ........................................................................................... 8-1 ALDER Partner Agencies Overview ................................................................ 8-2 Data Sharing Agreement with OUS (Current) ................................................ 8-3 Data Sharing Agreement (Draft) .................................................................... 8-6 P-20/W Data Warehouse Key Recommendations ......................................... 8-9 CORE Process Flow ....................................................................................... 8-10

9. Partner Organizations Session Summary ........................................................................................... 9-1 Partner Organizations Overview .................................................................... 9-2

10. Open Discussion and Wrap-up Session Summary ......................................................................................... 10-1 ALDER Project Plan ....................................................................................... 10-2 OFAR Project Plan ........................................................................................ 10-3

Full Participant List ................................................................................. Appendix A


August 1, 2011

1-1

Session 1: Executive Session Room 251 B 8:30 – 9 a.m.

Session Topics

• Discussion of project vision, opportunities and challenges Documents Page

ODE Program Office Overview ................................................................................... 1-2 ODE Organizational Chart .......................................................................................... 1-3 SLDS Grant Summary ................................................................................................. 1-4

Participants

Name Title Affiliation Susan Castillo Superintendent of Public Instruction Department of Education Ed Dennis Deputy Superintendent Department of Education Doug Kosty Assistant Superintendent, Office of

Assessment and Information Services Department of Education

Colleen Mileham Assistant Superintendent, Office of Education Improvement & Innovation

Department of Education

Sue MacGlashan Assistant Superintendent, Office of Finance and Administration


Brian Reeder Assistant Superintendent, Office of Analysis and Reporting


Josh Klein Chief Information Officer Department of Education Whitney Grubbs Education Policy Advisor Office of the Governor


August 1, 2011

Oregon Department of Education Program Offices

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Office of Assessment and Information Services The Office of Assessment and Information Services supports ODE roles of accountability, leadership and school improvement through the development and maintenance of a technical and information infrastructure. This infrastructure has two major components. The first component is represented by data collection from and reporting on Schools, Districts and Educational Service Districts (ESDs). The second component is the design, development and implementation of student assessments. http://www.ode.state.or.us/search/results/?id=148

Educational Improvement & Innovation The work of the Office of Educational Improvement and Innovation (EII) is to ensure that all components of Oregon’s public and private educational enterprise, pre-kindergarten through postsecondary (PK-20), are effectively interconnected to provide appropriate and personalized instruction for each student. EII provides leadership to Oregon's districts and schools, professional development for teachers and administrators, and tools for student success. Program Areas: Academic Content Standards; Alternative Education; Career and Technical Education; Charter Schools; Civil Rights; Comprehensive Guidance and Counseling; Continuous Improvement Planning; Grants Management; No Child Left Behind; PK-20 Redesign; Private Career Schools; Private Pre/K-12 Schools; Postsecondary Educational Programs; Resources for Educational Achievement and Leadership; Veterans’ Education http://www.ode.state.or.us/search/results/?id=147

Finance and Administration The Office of Finance and Administration (OFA) provides timely and reliable fiscal and administrative services. This work is designed to ensure that all agency services adhere to all applicable laws and regulations while seeking solutions focused on the needs of Oregon’s children. OFA contributes to an infrastructure that allows ODE staff to focus on the core mission of leadership, accountability, and school improvement. http://www.ode.state.or.us/search/results/?id=150

Student Learning &Partnerships

The Office of Student Learning & Partnerships supports and monitors programs that provide direct services to diverse learners and assists in the development of strategies to address unique learning differences. Units in this office manage programs that include special education, early childhood education, accountability and program compliance, and capacity building and partnerships with community stakeholders. This work is designed to ensure that multiple teaching and learning strategies encompass student needs derived from socio-economic, social emotional, linguistic, cultural, ethnic or other differences. This focus allows learners to demonstrate their performance skills and to benefit from participation in meaningful venues as they prepare to become contributing members of the adult community. Program Areas: Early Childhood Education; Special Education Monitoring, Systems & Outcomes; Special Education Data, Fiscal, Legal & Information; Oregon School for the Deaf (OSD); Interagency Educational Services; Statewide Initiatives

http://www.ode.state.or.us/search/results/?id=146

http://www.ode.state.or.us/search/results/?id=148�





August 1, 2011

Oregon Department of Education Organizational Chart

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Department of Education - Overview


August 1, 2011

SLDS Grants Summary

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Statewide Longitudinal Data Systems (KIDS)

Student Record Exchange Pilot (OSTX)

Data Warehouse Governance Council (DWGC)

Reporting Consolidation Technical Requirements SLDS FY 07: The Oregon DATA Project (Direct Access to Achievement)

Develop and implement In-service Professional Development Sessions Develop and Implement Sustainability Plan

SLDS FY 09: Oregon Formative Assessment Resources (OFAR) ODE and University of Oregon Data Integration

Assessment Literacy – Pre-service

Data Center Relocation – Oregon State University SLDS FY 09 ARRA: Project ALDER (Advancing Longitudinal Data for Educational Reform)

Develop Teacher-Student Linkage

Consolidate and Expand Early Childhood Data

Integrate/Exchange Data with Post-secondary and Workforce Partners

Statewide Data Quality Plan


August 1, 2011

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Session 2: Introductions and Overview Room 251 B 9 – 9:15 a.m.

Session Topics

• Introductions • Overview and purpose of visit • Review proposed agenda

Documents

Table of Contents ........................................................................................................... ii Participants

Name Title Affiliation Susan Castillo Superintendent of Public Instruction Department of Education Ed Dennis Deputy Superintendent Department of Education Doug Kosty Assistant Superintendent, Office of








Josh Klein Chief Information Officer Department of Education Whitney Grubbs Education Policy Advisor Office of the Governor Michael Rebar Director of Enterprise Systems Department of Education Mickey Garrison Director of Data Literacy Department of Education Kara Wymore Enterprise Project Manager Department of Education Megan Monson Communications Director, Oregon DATA

Project Department of Education

Katie Bechtel Enterprise Communications Coordinator Department of Education


August 1, 2011

3-1

Session 3: SLDS Project History and Background Room 251 B

9:15 – 10 a.m.

Session Topics • Political context (e.g., governor support, bills in the state legislature, connections with other

agencies, upcoming actions) • State privacy laws and practices • Background on data systems before the SLDS grant • Contents and structure of data system • Data quality, change process • Status of current SLDS grants

Documents Data System Timeline (Chart) ................................................................................................. 3-2 Data System Timeline (List) .................................................................................................... 3-3 Database Initiative (DBI) Executive Summary ........................................................................ 3-4 KIDS Policy Option Package .................................................................................................... 3-6 Senate Bill 909 (Enrolled Version) .......................................................................................... 3-7 Primary Data Stores Map ..................................................................................................... 3-13 Culture of Data Quality Map ................................................................................................ 3-14 Data Quality Efforts .............................................................................................................. 3-15 Grant Summary .................................................................................................................... 3-16 Project Request Forms ......................................................................................................... 3-17 State Privacy Laws and Practices .......................................................................................... 3-19

Participants Name Title Affiliation Susan Castillo Superintendent of Public Instruction Department of Education Ed Dennis Deputy Superintendent Department of Education Doug Kosty Assistant Superintendent, Office of








Josh Klein Chief Information Officer Department of Education Whitney Grubbs Education Policy Advisor Office of the Governor Michael Rebar Director of Enterprise Systems Department of Education Mickey Garrison Director of Data Literacy Department of Education Kara Wymore Enterprise Project Manager Department of Education Megan Monson Communications Director, Oregon DATA


Katie Bechtel Enterprise Communications Coordinator Department of Education


August 1, 2011

Data System Timeline

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August 1, 2011

Data System Timeline

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• Database Initiative (DBI) Pilot - 97-98 School Year • Database Initiative (DBI) Launch - 1999

• Secure Student Identifier (SSID) & Central Login Launch - March 2001

• Web-based Testing Launch – Spring 2001

• Assessment Precode Launch - October 2002

• Data Collection Committee (DCC) Founded – November 2002

• SpEd Performance Review and Improvement (SPR&I) Launch - August 2003

• Student Centered Staging (SCS) Launch - October 2003

• Student-level Collection Launch (Consolidated Student Format) - April 2004

• Individual Student Reports (ISR) Launch - January 2005

• Electronic Grant Management System (EGMS) Launch - March 2005

• KIDS Phase I Final Report – October 2005

• English Language Proficiency Assessment (ELPA) Introduction - 2006

• Budget Narrative Launch - December 2006

• Unique Staff Identifier (USID) & Staff-level Collection Launch - February 2007

• KIDS Phase II Completion – March 2007

• SLDS FY07 (DATA) Grant Kickoff – September 2007

• Electronic Continuous Improvement Plan (eCIP) - September 2008

• Secure Student Redesign - December 2008

• Data Governance Committee (DGC) Founded – April 2009

• SLDS FY09 (OFAR) Grant Kickoff – May 2009

• ARRA Section 1512 Collection and Reporting Begins – September 2009

• Cumulative Average Daily Membership (CumADM) Collection Launch - October 2009

• KIDS Phase III Completion – January 2010

• Data Warehouse Governance Committee (DWGC) Founded – April 2010

• SLDS FY09 ARRA (ALDER) Grant Kickoff – July 2010

• Senate Bill 909 – June 2011

• Senate Bill 909 SLDS Launch – September 2012


August 1, 2011

Database Initiative (DBI) Executive Summary

3-4


August 1, 2011

Database Initiative (DBI) Executive Summary

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August 1, 2011

Policy Option Package: KIDS Phase III

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Oregon Department of Education Successful Students, Quality Schools, Accountable Systems

Policy Option Package 118: KIDS Phase III

Package Goal: Seamless and efficient student record sharing statewide to get information in the hands of teachers and educators as soon as possible so all students can achieve their full potential.

Background: The 2005 Legislature approved the KIDS Phase II initiative to develop a pilot system for centralizing and standardizing student records and transcripts. The goal was to reduce redundancies and inefficiencies in student record keeping while providing for a more efficient and timely exchange of records when students transfer or enroll at a new school. The end result being improved student performance when teachers have the most updated student data.

The KIDS Phase II pilot is working with four large districts and two education service districts to create a data warehouse solution and is on track for successful completion by spring 2007. For the first time, schools will be able to share accurate electronic student data in a timely fashion. Phase III of the KIDS project will expand this pilot program across the state.

Package Proposal: Phase III of the KIDS project will build on the success of the Phase II pilot and integrate the state’s remaining 190+ school districts into a statewide “data warehouse” for easy and efficient electronic sharing.

Kids Phase III work will include development of an enterprise data dictionary, a new electronic student record format, and a student record exchange application that will be available to all districts, regardless of their size or the information systems they currently have in operation.

Additional Package Benefits: KIDS Phase III will help the Department of Education and local school districts meet the continuing data and record keeping challenges of No Child Left Behind while moving away from a paper based transcript processing system that wastes thousands of hours of staff time. Seamless record keeping will also arm teachers and educators with the tools they need to improve student performance as student records will be available to classroom teachers in a matter of hours rather than weeks.

Statewide Savings and Efficiencies: The Department estimates that Oregon’s school districts will collectively save 10,000 staff hours every year that are devoted solely to paper transcript processing. That’s the equivalent to 5 full-time administrative staff.

Department Performance Measures Impacted: Key Performance Measures #21— Implementation of all Student Information Systems; #22—All student data accessible through data warehouse; #24—Electronic Notification of transcript receipt will be in place.

Budget Request: $8.4 million General fund for the 2007-2009 biennium

Status of Policy Option Package: Included in Governor’s Recommended Budget (GRB)

For More Information Contact: Jennifer Williamson, Public Affairs Manager (503) 947- 5763


August 1, 2011

Senate Bill 909

3-7

76th OREGON LEGISLATIVE ASSEMBLY--2011 Regular Session

Enrolled Senate Bill 909

Sponsored by COMMITTEE ON RULES (at the request of Governor John A. Kitzhaber)

CHAPTER 519

AN ACT

Relating to education; appropriating money; and declaring an emergency.

Be It Enacted by the People of the State of Oregon:

SECTION 1. (1) The Oregon Education Investment Board is established for the purpose of ensuring that all public school

students in this state reach the education outcomes established for the state. The board shall accomplish this goal by overseeing a unified public education system that begins with early childhood services and continues throughout public education from kindergarten to post-secondary education.

(2) (a) The board consists of 13 members as follows: (A) The Governor, or the designee of the Governor; and

(B) Twelve members who are appointed by the Governor, subject to confirmation by the Senate in the manner provided in ORS 171.562 and 171.565, and who serve at the pleasure of the Governor.

(b) When determining who to appoint to the board, the Governor shall: (A) Ensure that each congressional district of this state is represented by at least one member of the

board; and (B) Solicit recommendations from the Speaker of the House of Representatives for at least two

members and from the President of the Senate for at least two members. (3) The Governor, or the Governor's designee, shall serve as chairperson of the Oregon Education Investment

Board. (4) The duties of the board include:

(a) Ensuring that early childhood services are streamlined and connected to public education from kindergarten through grade 12 and that public education from kindergarten through grade 12 is streamlined and connected to post-secondary education. To assist the board in fulfilling this duty, the board shall oversee the Early Learning Council established by section 4 of this 2011 Act.

(b) Recommending strategic investments in order to ensure that the public education budget is integrated and is targeted to achieve the education outcomes established for the state.

(c) Providing an integrated, statewide, student-based data system that monitors expenditures and outcomes to determine the return on statewide education investments. The board shall provide the data system described in this paragraph by:

(A) Developing the data system or identifying or modifying an existing data system that accomplishes the goals of the data system; and

(B) Ensuring that the data system is maintained. (5) An appointed member of the board is entitled to compensation and expenses as provided in ORS 292.495. (6) A majority of the members of the board constitutes a quorum for the transaction of business. (7) The board shall meet at such times and places specified by the call of the chairperson or of a majority of the

members of the board.


August 1, 2011

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(8) In accordance with applicable provisions of ORS chapter 183, the board may adopt rules necessary for the administration of the laws that the board is charged with administering.

SECTION 2. (1) The Oregon Education Investment Board established by section 1 of this 2011 Act shall appoint a Chief

Education Officer who shall serve at the pleasure of the board. (2) The Chief Education Officer shall be a person who, by training and experience, is well qualified to:

(a) Perform the duties of the office, as determined by the board; and (b) Assist in carrying out the functions of the board, as described in section 1 of this 2011 Act.

SECTION 3. (1) The Oregon Education Investment Fund is established in the State Treasury, separate and distinct from the

General Fund. Moneys in the Oregon Education Investment Fund may be invested and reinvested. Interest earned by the Oregon Education Investment Fund shall be credited to the fund.

(2) Moneys in the Oregon Education Investment Fund are continuously appropriated to the Oregon Education Investment Board established by section 1 of this 2011 Act for the purpose of funding the duties of the board related to early childhood services and public education from kindergarten through post-secondary education.

SECTION 4. (1) The Early Learning Council is established. The council shall function under the direction and control of the

Oregon Education Investment Board established by section 1 of this 2011 Act. (2) The council is established for the purpose of assisting the board in overseeing a unified system of early

childhood services, including the funding and administration of those services. (3) (a) The council consists of nine members who are appointed by the Governor and serve at the pleasure

of the Governor. (b) When determining who to appoint to the council, the Governor shall:

(A) Ensure that at least one of the members is an appointed member of the Oregon Education Investment Board;

(B) Ensure that each congressional district of this state is represented by at least one member of the council;

(C) For a member who is not an appointed member of the Oregon Education Investment Board, ensure that the member meets the following qualifications:

(i) Demonstrates leadership skills in civics or the member's profession; (ii) To the greatest extent practicable, contributes to the council's representation of the

geographic, ethnic, gender, racial and economic diversity of this state; and (iii) Contributes to the council's expertise, knowledge and experience in early childhood

development, early childhood care, early childhood education, family financial stability, populations disproportionately burdened by poor education outcomes and outcome-based best practices; and

(D) Solicit recommendations from the Speaker of the House of Representatives for at least two members and from the President of the Senate for at least two members.

(4) The activities of the council shall be directed and supervised by the Early Childhood System Director, who is appointed by the Governor and serves at the pleasure of the Governor.


August 1, 2011

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SECTION 5. (1) The Early Learning Council established by section 4 of this 2011 Act shall prepare and submit to the Oregon

Education Investment Board the information described in this section for inclusion in the report required under section 6 of this 2011 Act.

(2) The council shall conduct an analysis of plans to merge, redesign or improve the coordination of early childhood services and to align early childhood services with child-centered outcomes. The early childhood services to be considered in the analysis include:

(a) Certain programs or services funded or administered by the State Commission on Children and Families, including: (A) Healthy Start Family Support Services programs described in ORS 417.795. (B) Relief nurseries described in ORS 417.788. (C) Community schools described in ORS 336.505 to 336.525. (D) Great Start. (E) Family preservation programs. (F) Any other services identified by the board that are funded by grants or other moneys awarded

to the commission for the purpose of serving children, youth and families. (b) Certain programs or services funded or administered by the Department of Education, including:

(A) Early intervention services. (B) Early childhood special education. (C) Head Start programs. (D) Oregon prekindergarten programs, as defined in ORS 329.170. (E) The federal Even Start Statewide Family Literacy Initiative. (F) Special education and related services, to the extent that the special education and related

services affect early learning goals. (c) Certain programs funded or administered by the State Library, including Ready to Read. (d) Certain programs or services funded or administered by the Oregon Health Authority, including:

(A) Maternal and child health services. (B) The Women, Infants and Children Program established by ORS 409.600.

(e) Certain programs funded or administered by the Employment Department, including: (A) The Child Care Division established under ORS 657A.010. (B) The Commission for Child Care created by ORS 657A.600.

(f) Certain programs funded or administered by the Department of Human Services, including: (A) The Employment Related Day Care program. (B) The Wraparound initiative described in ORS 418.977.

(3) The council shall establish a plan to implement early childhood services that could be implemented by June 30, 2012, to accomplish the following goals:

(a) Ensure the early identification of children and families who are at risk based upon identified, critical indicators.

(b) Establish and maintain family support managers who: (A) Coordinate support services provided to children and families; (B) Act as an intermediary between providers of support services and children and families

receiving support services; and (C) Serve a geographic area that represents the service area of one or more elementary schools.

(c) Ensure that contracts with early childhood services providers require measured progress, establish goals and provide payment based on the success of the provider in achieving the goals.


August 1, 2011

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(d) Establish kindergarten readiness assessments and early learning benchmarks. (e) Collect and evaluate data related to early childhood services to ensure that stated goals are being

achieved. (4) The council shall submit the information described in this section to the board by a date identified by the

board. The board shall determine what information to present in the report described in section 6 of this 2011 Act and how the information shall be presented.

SECTION 6. (1) The Oregon Education Investment Board established by section 1 of this 2011 Act shall submit a report to

the interim legislative committees on education on or before December 15, 2011, and may file proposed legislative measures with the Legislative Counsel in the manner allowed by both houses of the Legislative Assembly.

(2) The report required by this section shall describe the proposed legislative measures, which may provide for any of the following:

(a) Allowing the Oregon Education Investment Board to carry out the duties of the board described in section 1 of this 2011 Act.

(b) Merging, redesigning or improving the coordination of early childhood services and aligning early childhood services with child-centered outcomes, as described in section 5 (2) of this 2011 Act.

(c) Implementing early childhood services that meet the goals described in section 5 (3) of this 2011 Act. (d) Merging the State Board of Education and the State Board of Higher Education and transferring the

duties of those boards and the State Commission on Children and Families to the Oregon Education Investment Board by June 30, 2012.

(e) Requiring the Commissioner for Community College Services, the Chancellor of the Oregon University System and the executive director of the Oregon Student Assistance Commission to function under the direction and control of the Chief Education Officer of the Oregon Education Investment Board by June 30, 2012.

(f) Consolidating, aligning and coordinating governance, programs and funding for youth development and training, including the Oregon Youth Investment Foundation, juvenile crime prevention programs and services, the Oregon Youth Conservation Corps and the Youth Standing Committee of the Oregon Workforce Investment Board.

SECTION 7. The Oregon Education Investment Board established by section 1 of this 2011 Act shall ensure that the statewide data system described in section 1 (4)(c) of this 2011 Act is operating on or before June 30, 2012. SECTION 8. If Senate Bill 242 becomes law, section 1 of this 2011 Act is amended to read: (1) The Oregon Education Investment Board is established for the purpose of ensuring that all public school

students in this state reach the education outcomes established for the state. The board shall accomplish this goal by overseeing a unified public education system that begins with early childhood services and continues throughout public education from kindergarten to post-secondary education.

(2) (a) The board consists of 13 members as follows: (A) The Governor, or the designee of the Governor; and


August 1, 2011

Senate Bill 909

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(B) Twelve members who are appointed by the Governor, subject to confirmation by the Senate in the manner provided in ORS 171.562 and 171.565, and who serve at the pleasure of the Governor.

(b) When determining who to appoint to the board, the Governor shall: (A) Ensure that each congressional district of this state is represented by at least one member of

the board; and (B) Solicit recommendations from the Speaker of the House of Representatives for at least two

members and from the President of the Senate for at least two members. (3) The Governor, or the Governor's designee, shall serve as chairperson of the Oregon Education Investment

Board. (4) The duties of the board include:

(a) Ensuring that early childhood services are streamlined and connected to public education from kindergarten through grade 12 and that public education from kindergarten through grade 12 is streamlined and connected to post-secondary education. To assist the board in fulfilling this duty, the board shall oversee: (A) The Early Learning Council established by section 4 of this 2011 Act. (B) The Higher Education Coordinating Commission established by section 1, chapter ___, Oregon

Laws 2011 (Enrolled Senate Bill 242). (b) Recommending strategic investments in order to ensure that the public education budget is

integrated and is targeted to achieve the education outcomes established for the state. (c) Providing an integrated, statewide, student-based data system that monitors expenditures and

outcomes to determine the return on statewide education investments. The board shall provide the data system described in this paragraph by: (A) Developing the data system or identifying or modifying an existing data system that

accomplishes the goals of the data system; and (B) Ensuring that the data system is maintained.

(5) An appointed member of the board is entitled to compensation and expenses as provided in ORS 292.495. (6) A majority of the members of the board constitutes a quorum for the transaction of business. (7) The board shall meet at such times and places specified by the call of the chairperson or of a majority of the

members of the board. (8) In accordance with applicable provisions of ORS chapter 183, the board may adopt rules necessary for the

administration of the laws that the board is charged with administering, including any rules necessary for the oversight of the direction and control of the Higher Education Coordinating Commission.

SECTION 9. The amendments to section 1 of this 2011 Act by section 8 of this 2011 Act become operative on January 1, 2012. SECTION 10. Sections 1 to 7 of this 2011 Act are repealed on March 15, 2016. SECTION 11. (1) On March 15, 2016, the Chief Education Officer of the Oregon Education Investment Board shall deliver to

the Chancellor of the Oregon University System all records and property within the jurisdiction of the Chief


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Education Officer that relate to the duties, functions and powers of the Oregon Education Investment Board. The Chancellor of the Oregon University System shall take possession of the records and property.

(2) On March 15, 2016, the Early Childhood System Director shall deliver to the Superintendent of Public Instruction all records and property within the jurisdiction of the Early Childhood System Director that relate to the duties, functions and powers of the Early Learning Council. The Superintendent of Public Instruction shall take possession of the records and property.

(3) The Governor shall resolve any dispute between the Chief Education Officer and the Chancellor of the Oregon University System, or the Early Childhood System Director and the Superintendent of Public Instruction, relating to transfers of records and property under this section, and the Governor's decision is final.

SECTION 12. On March 15, 2016, the unexpended balances of amounts authorized to be expended by the Oregon Education Investment Board for the biennium beginning July 1, 2015, from revenues dedicated, continuously appropriated, appropriated or otherwise made available to the board for the purpose of administering and enforcing the duties, functions and powers of the board under sections 1 to 7 of this 2011 Act are transferred to the General Fund to be available for general governmental expenses. SECTION 13. This 2011 Act being necessary for the immediate preservation of the public peace, health and safety, an emergency is declared to exist, and this 2011 Act takes effect on its passage. Passed by the Senate: June 20, 2011 (Carried by Hass) Passed by the House: June 21, 2011 (Carried by Komp) Signed by Senate President: June 23, 2011 (President Courtney, Secretary Taylor) Signed by Co-Speakers: June 23, 2011 (Hanna and Roblan) Signed by the Governor: June 28, 2011 Chapter 519, 2011 Laws Effective Date: June 28, 2011


August 1, 2011

Primary Data Stores

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August 1, 2011

Culture of Data Quality

3-14

“Quality of Data Culture Concept Map” from A Culture of Data Quality and You: A Manual for ODE Data Owners created by the Oregon DATA Project


August 1, 2011

Data Quality Efforts

3-15

Oregon DATA Project: Data Culture for Inservice Educators

Strand 1: Creating a DATA Culture, One of Inquiry Strand 2: Using Data to Improve Learning in Districts and Schools Strand 3: Using Data to Improve Learning in the Classroom Strand 4: Essential Skills in Reading and Writing: Impact on Teaching and Learning Trainee Certification Data Owner Manual and Training (PD)

Project OFAR: Data Culture for Higher Education and Preservice Teachers

Policy Research: Database for researchers to study distal & proximal measures Pilot Data Mining Assessment Literacy Courses for Higher Education Data-literacy Training Website (http://slds.ziptrain.com) Adopt curriculum across Institutes of Higher Education Oregon DATA Project Strands Continue

Project ALDER: Comprehensive Statewide Data Quality Plan

Integrated Data Quality: Metadata Transparency & Metadata Quality Appropriately expose metadata to each stakeholder group through search services. Automatically update metadata search information for intranet, extranet and internet users nightly. Direct search of database systems. Allows stakeholders to understand conformance, changes in definitions and other issues over time. Build out central metadata repository to support quality metrics, data element lifecycle, and legal basis for collection of data elements. Enhance manifests provided with data extracts to include data quality information.

Stakeholder Communication Management Build enterprise messaging system to notify stakeholders of data issues (e.g., data errors, changes to metadata, changes to file formats, changes to systems, system availability) supporting both pushed and pulled messaging. As ODE builds new systems, incorporates new data sources and migrates between systems, stakeholders will have an increased need for timely and accurate data quality information.

Post-collection Validation Build upon current mature collection validation procedures to include a post-collection phase. Allow for cross-collection validation, validation of aggregates, and validation against data owner defined metrics. Methodology will include (a) a data mining approach, (b) logical validation against external validity anchors, and (c) use of parametric and non-parametric test statistics. Provide stakeholder access to role-based validation reports generated by our Business Intelligence tools.


August 1, 2011

Grant Summary

3-16

Project ALDER: Advancing Longitudinal Data for Educational Reform Grant Name: 2009-ARRA Grant – Statewide Longitudinal Data System Recovery Act Grants Award Number: R384A100053 Award Amount: $10,475,997 Performance Period: July 2010 – June 2013 Project Director: Josh Klein Website: http://alder.orvsd.org/ Outcomes:

• Design and implement K-12 teacher-student linkage components that allow subsequent reporting to support instructional decision making and potential analysis of teacher-level variables that may impact student achievement at the elementary and secondary levels.

• Develop policies, procedures and partnerships needed to expand collection and integration of early childhood, post-secondary success and workforce data.

• Design and implement an active multi-state and multi-sector data exchange with the states of Washington, Hawaii and Idaho through the Western Interstate Commission for Higher Education (WICHE).

• Create a P-20 Operational Data Store (ODS), which consolidates data instead of splitting data between current transactional systems and an initial data store. The P-20 ODS will be designed to decrease the time between data collection and reporting, and to support the multi-state and multi-sector data exchanges.

• Develop a comprehensive statewide data quality plan, including a policy manual with associated governance, which builds on Oregon’s strong efforts to date.

Project OFAR: Oregon Formative Assessment Resources Grant Name: 2009 Grant – Statewide Longitudinal Data Systems Award Number: R372A090048 Award Amount: $3,696,615 Performance Period: May 2009 – April 2012 Project Director: Josh Klein Website: http://ofar.orvsd.org/ Outcomes:

• Integrate the infrastructure already extant in the Oregon Department of Education that supports the statewide assessment data with the University of Oregon's formative evaluation system easyCBM, using standardized curriculum-based measurement.

• Support a large-scale database mining system for researchers across the country to conduct empirical investigations on either or both of the longitudinal data sets. o Distal measures using annual statewide tests o Proximal curriculum-based measures (measures collected monthly or more often)

• Develop a web-based curriculum for the professional development of teachers-in-training who are attending one of the seven state institutions of higher education; these modules address assessment literacy as well as data-driven decision-making and are designed to be incorporated into courses offered as part of each institution's teacher-training program.

Oregon DATA Project: Direct Access to Achievement Grant Name: 2007 Grant – Statewide Longitudinal Data Systems Award Number: R372A070026 Award Amount: $4,705,977 Performance Period: September 2007 – August 2011 Project Director: Josh Klein Website: http://oregondataproject.org/ Outcomes:

• A highly structured module of policies, procedures and curriculum for professional development. • A comprehensive survey of the data needs of key stakeholders in the Oregon school system, from the public, parent and student

levels through the school, district, regional and state levels. • A comprehensive survey of business needs. • Creation of an enterprise-wide data architecture that draws from analysis of information needs, includes all data elements

required for reporting, and specifies a data model, data dictionary, business rules, and quality assurance procedures.

http://alder.orvsd.org/�

http://ofar.orvsd.org/�

http://oregondataproject.org/�


August 1, 2011

Change Process Management

3-17


August 1, 2011

Change Process Management

3-18


August 1, 2011

State Privacy Laws and Practices

3-19

Oregon Consumer Identity Theft Protection Act (2007), ORS 646A.600-628 The Oregon Consumer Identity Theft Protection Act - passed by the 2007 legislature - means consumers will have more tools to protect themselves against identity theft, and Oregon businesses and government will have clear direction and expectations to ensure the safety of the personal identifying information they maintain. Personal information includes a consumer's name in combination with a Social Security number, Oregon drivers license number or Oregon identification card, financial, credit or debit card number along with a security or access code or password that would allow someone access to a consumer's financial account.

Oregon Revised Statute: http://www.leg.state.or.us/ors/646a.html

State Administrative Agencies Information Systems Security, ORS 182.122 The Oregon Department of Administrative Services has responsibility for and authority over information systems security in the executive department, including taking all measures reasonably necessary to protect the availability, integrity or confidentiality of information systems or the information stored in information systems. The Oregon Department of Administrative Services shall, after consultation and collaborative development with agencies, establish a state information systems security plan and associated standards, policies and procedures.

Agencies are responsible for the security of computers, hardware, software, storage media, networks, operational procedures and processes used in the collection, processing, storage, sharing or distribution of information outside the state’s shared computing and network infrastructure following information security standards, policies and procedures established by the Oregon Department of Administrative Services and developed collaboratively with agencies. Agencies may establish plans, standards and measures that are more stringent than the standards established by the department to address specific agency needs if those plans, standards and measures do not contradict or contravene the state information systems security plan. Independent agency security plans shall be developed within the framework of the state information systems security plan.

Oregon Revised Statute: http://www.leg.state.or.us/ors/182.html

Department of Administrative Services, Enterprise Security Office (ESO) The goal of information security is to protect the confidentiality, integrity, and availability of information assets. ORS 182.122 (House Bill 3145, 2005 Legislative Session) designates DAS as the "single point of accountability" for information security at the state.

In support of this mandate, the Enterprise Security Office (ESO) is instituting a security strategy wherein DAS works collaboratively with state agencies to ensure the state's security posture is at an acceptable level. Information security management enables information to be shared while ensuring protection of that information and its associated technology assets.

Enterprise Security Office: http://www.oregon.gov/DAS/EISPD/ESO/ ESO Information Security Plan: http://oregon.gov/DAS/EISPD/ESO/Pub/InfoSecurityPlan_2009_FinalApproved_092809.pdf ESO Information Security Standards: http://oregon.gov/DAS/EISPD/ESO/Pub/InfoSecurityStandards_2009_12_Final.pdf

Oregon Department of Education, Information Security and Privacy Program The Oregon Department of Education’s Information Security and Privacy program is responsible for ensuring ODE complies with standards and regulations related to information security and privacy, and for educating employees about best practices, acceptable use policies and threats to information security. The program provides annual information security training to all personnel.

The Information Security and Privacy Program produces the monthly InfoSec Insider newsletter and periodic Security and Privacy Bulletins. The monthly newsletter is intended to increase employee awareness. The newsletter will inform staff about different kinds of information security threats and hazards and provide tips to better protect the sensitive data with which we work. For immediate threats, staff will receive Security and Privacy Bulletins. The bulletins will provide timely information related to specific potential issues.

http://www.leg.state.or.us/ors/646a.html�

http://www.leg.state.or.us/ors/182.html�

http://www.oregon.gov/DAS/EISPD/ESO/�

http://oregon.gov/DAS/EISPD/ESO/Pub/InfoSecurityPlan_2009_FinalApproved_092809.pdf�

http://oregon.gov/DAS/EISPD/ESO/Pub/InfoSecurityStandards_2009_12_Final.pdf�


August 1, 2011

State Privacy Laws and Practices

3-20

Governing Statewide Statutes and Rules

Number Title Effective Date

ORS 646A.600 – 626 Oregon Revised Statute – Oregon Consumer Identity Theft Protection Act

2007

ORS 182.122 Oregon Revised Statute – Information systems security in executive department; rules

2005

ORS 291.038 Oregon Revised Statute – State agency planning, acquisition, installation and use of information and telecommunications technology; integrated videoconferencing; online access service; Stakeholders Advisory Committee; rules

2003

ORS 184.305 Oregon Revised Statute – Purpose and authority of the Oregon Department of Administrative Services to provide centralized services, provide rules and oversight of policy compliance by agencies, etc.

1993

ORS 291.037 Oregon Revised Statute – Legislative findings on information resources identifying that information is a strategic asset of the state and allowing for centralized establishment of rules and standards for information management.

1991

OAR 125-800-0005 Oregon Administrative Rule, Division 800, State Information Security – Purpose, Application, and Authority

12/28/2006

OAR 125-800-0010 Oregon Administrative Rule, Division 800, State Information Security – Definitions

12/28/2006

OAR 125-800-0020 Oregon Administrative Rule, Division 800, State Information Security – State Information Security

12/28/2006

DAS 107-004-110 DAS Statewide Policy – Acceptable Use of State Information Assets 1/01/2010

DAS 107-004-053 DAS Statewide Policy – Employee Security 7/30/2007

Oregon Department of Education Internal Policies Number Title Effective Date

581-101 Handling Confidential Information 2006

581-110 Building Security 2006

581-111 Internal Audit Charter 2007

581-112 Audit Committee Charter 2007

581-116 Personally Identifiable Student Information Acceptable Use 2009

581-203 Telecommuting 2008

581-306 Remote Access 2007

581-308 Accessing Secure Rooms Containing Test Development Materials 2009

581-309 Information Asset Classification 2010

581-310 Information Security Policy 2010

-- Business Continuity Plan 2009

http://www.leg.state.or.us/ors/646a.html�


http://www.leg.state.or.us/11reg/measures/hb2100.dir/hb2160.intro.html�


http://arcweb.sos.state.or.us/rules/OARS_100/OAR_125/125_800.html�



http://www.oregon.gov/DAS/OP/docs/policy/state/107_004_110_Final.pdf�

http://www.oregon.gov/DAS/OP/docs/policy/state/107-004-053.pdf?ga=t�


August 1, 2011

4-1

Session 4: SLDS Governance Basement Studio A

10:15 – 11 a.m. Session Topics

• Overall management structure and process of SLDS • Potential governance/partner issues • Organizational structure

Documents

Governance Structure and Committee Descriptions ................................................. 4-2 Data Sharing Agreement with OUS ............................................................................ 4-4 Office of Assessment and Information Systems Organizational Chart ...................... 4-7 ALDER Governance Plan ............................................................................................ 4-8 ALDER Executive Committee Charter ...................................................................... 4-17

Participants

Name Title Affiliation Doug Kosty Assistant Superintendent, Office of


Josh Klein Chief Information Officer Department of Education Michael Rebar Director of Enterprise Systems Department of Education Mickey Garrison Director of Data Literacy,

Data Quality Workgroup (DQWG) Chair Department of Education

Kara Wymore Enterprise Project Manager Department of Education Megan Monson Communications Director, Oregon DATA


Katie Bechtel Enterprise Communications Coordinator Department of Education Tomas Flores Director of Financial Services,

Data Governance Committee (DGC) Chair Department of Education

Brett Luelling Director of Application Development, Data Collection Committee (DCC) Chair


Amy McLaughlin Director of Support Services, Institution Data Advisory Team (IDAT) Chair



August 1, 2011

SLDS and Project Management Structure

4‐2

Committee Structure

Data Governance Committee

Change Review Board

IT Issues

Data Collection Committee

IUID Workgroup

P-20/W Workgroup

ALDER Executive Committee

DATA Governing Body

OFAR Governing Body

OtherODE Projects

Data Warehouse Governance Committee

Priorities

Project Requests

Approval

Notification

PROJECT

STEER

ING COMMITTEES

PROJECT

& DATA

GOVE

RNANCE

PROJECT

CO

MMUNICATION

DATA Quality Workgroup

Institution Data Advisory Team


August 1, 2011

SLDS and Project Management Structure

4-3

Data Collection Committee (DCC) – DCC is an advisory committee to ODE on the collection of data from Oregon schools, school districts and educational service districts. This committee provides the Department with valuable feedback for current and proposed data collections. This committee reviews all external facing projects. DCC meets quarterly.

IUID Workgroup – The Instructional Unit Identifier (IUID) Technical Workgroup is a group that shares their thoughts and expertise on how to best incorporate the Educator-Student Link into our current systems and data collections. This group was formed out of the Data Collection Committee.

Data Governance Committee (DGC) – The Data Governance Committee’s mission is to ensure timely, authoritative decision making regarding agency data issues and resources surrounding those issues and to make decisions based on agency mission, goals, available resources and priorities. This group meets every other week and is comprised of two representatives from each office. This group must approve all projects over 40 hours. DGC approves all collection changes before they are presented to the DCC.

Institution Data Advisory Team (IDAT) – The Institution Boundaries database (IB) contains directory information on school districts, schools, programs, and other institutions the Department does business with. The purpose of creating IB was to establish a uniform list of institutions that all offices of the Department will use for data collection and reporting, distribution of funds, and periodic communications. The operational goal of IB is to function as an agency-wide hub for these activities.

IT Issues – This group prioritizes projects within offices and shifts resources to accommodate project needs.

Change Review Board (CRB) – This group determines actions to resolve ODE IT requests that are estimated to take under 40 hours to complete considering prior approved IT requests, ODE priorities and available staffing. This group meets weekly.

ALDER Executive Committee (AEC) – The ALDER Executive Committee provides leadership on policy issues affecting collaborative SLDS efforts. This group meets bi-monthly and is comprised of representatives from ODE, the Department of Community Colleges and Workforce Development (CCWD), the Teacher Standards and Practices Commission (TSPC), the Oregon University System (OUS) and the Oregon Employment Department (OED).

P-20/W Workgroup – The P-20/W Technical Workgroup is a group formed to discuss co-location of partner agency data at the Open Source Lab (OSL), as well as design and governance of the data system. This group meets bi-weekly.

Data Quality Workgroup (DQWG) – The Data Quality Work Group (DQWG) collectively will: Recommend high-level decisions on the Oregon’s DATA Grant and KIDS III Projects; Provide guidance to assist the progress of these two projects from an enterprise point of view; Provide management level review of project status; major milestones and deliverables and scope changes, Provide ongoing evaluation of the projects alignment with IES Statewide Longitudinal Data Systems (SLDS) Grant Program RFA Requirements; Provide ongoing evaluation of the projects’ alignment with ODE’s Grant Initiatives; Utilize established procedures to provide ongoing evaluation of the developed systems to ensure systems meet the needs of its key stakeholders and assess the role of the system in improving student learning and closing the achievement gaps; Review and recommend changes to communications strategies of DATA and KIDS projects; and develop policy recommendations for Oregon Administrative Rule adoption by State Board of Education.

Data Warehouse Governance Committee – The DWGC is a forum for state, regional and district level technology leaders to promote academic performance of Oregon public school students through the use of data and information systems. This group meets monthly.

IT Managers Meeting – This group serves as a forum for School District/ESD IT Managers from around the state to share information and provide feedback on a variety of ODE and other issues and facilitate communication, understanding and cooperation between ODE, School Districts and ESDs.


August 1, 2011

Data Sharing Agreement

4-4


August 1, 2011


4-5


August 1, 2011


4-6


August 1, 2011

Office of Assessment and Information Services

4-7


August 1, 2011

ALDER Governance Plan

4-8


August 1, 2011


4-9


August 1, 2011


4-10


August 1, 2011


4-11


August 1, 2011


4-12


August 1, 2011


4-13


August 1, 2011


4-14


August 1, 2011


4-15


August 1, 2011


4-16


August 1, 2011

ALDER Executive Committee Charter

4-17


August 1, 2011


4-18


August 1, 2011


4-19


August 1, 2011


4-20


August 1, 2011

5-1

Session 5: Demonstrations Basement Studio A 11 a.m. – 12 p.m.

Session Topics

• Demonstrate products, reports, PD tools, training developed as part of your grant (e.g., functional or other schematics, web interface, reports structure)

• Overview of issues with tools, reports • Describe training available for stakeholders and/or reporting, analysis tools

Documents

Website URLs ............................................................................................................. 5-2 Participants



Josh Klein Chief Information Officer Department of Education Michael Rebar Director of Enterprise Systems Department of Education Mickey Garrison Director of Data Literacy




Katie Bechtel Enterprise Communications Coordinator Department of Education Brett Luelling Director of Application Development Department of Education


August 1, 2011

Demonstration URLs

5-2

Oregon DATA Project: Direct Access to Achievement http://www.oregondataproject.org/

Oregon Education Data Explorer http://www.educationdataexplorer.com

Project ALDER: Advancing Longitudinal Data for Educational Reform http://alder.orvsd.org/

Project OFAR: Oregon Formative Assessment Resources http://ofar.orvsd.org/

Oregon Statewide Longitudinal Data Systems http://www.ode.state.or.us//search/results/?id=381

http://www.oregondataproject.org/�

http://www.educationdataexplorer.com/�

http://alder.orvsd.org/�

http://ofar.orvsd.org/�



August 1, 2011

6-1

Session 6: LEA Stakeholders

Basement Studio A 2 – 3 p.m.

Session Topics

• How stakeholders are affected by system and issues • How stakeholders were or would like to be involved in planning • How stakeholders use or would like to use the data system

Documents

Data Quality Workgroup Member List ...................................................................... 6-2 Data Warehouse Governance Committee Charter ................................................... 6-5 Data Warehouse Governance Committee Member List ........................................... 6-9 Regional Data Warehouse Providers Grant-In-Aid .................................................. 6-10 KIDS Processing Map ................................................................................................ 6-12

Participants



Josh Klein Chief Information Officer Department of Education Michael Rebar Director of Enterprise Systems Department of Education Mickey Garrison Director of Data Literacy,

Data Quality Workgroup (DQWG) Chair Department of Education



Katie Bechtel Enterprise Communications Coordinator Department of Education Jim Harrington Chief Technology Officer, NCES Forum Hillsboro School District Rachel Wente-Chaney Chief Information Officer High Desert ESD Don Wolff Director of Technology Services Willamette ESD Robin DeLoach Regional Data Warehouse Project

Director Willamette ESD


August 1, 2011

Data Quality Workgroup Member List

6-2


August 1, 2011


6-3


August 1, 2011


6-4


August 1, 2011

Data Warehouse Governance Committee Charter

6-5


August 1, 2011


6-6


August 1, 2011


6-7


August 1, 2011


6-8


August 1, 2011

Data Warehouse Governance Committee Member List

6-9

Member Agency Role Name Title Beaverton SD RDW Primary Steve Langford Chief Information Officer - Beaverton SD Beaverton SD RDW Alternate Karen Brigham Administrator for Information Technology - Beaverton SD Cascade Technical Alliance North RDW Primary Rick Wahlstrom Chief Technology Officer - Northwest Regional ESD Cascade Technical Alliance North RDW Alternate Jim Rose Technology Services Director - Multnomah ESD Community Colleges and Workforce Development

Primary Paul Schroeder Researcher - Community Colleges and Workforce Development

Community Colleges and Workforce Development

Alternate Al Pierce Information Systems Director - Community Colleges and Workforce Development

Eugene Consortium RDW Primary Les Moore Director of Computing & Information Services - Eugene SD Eugene Consortium RDW Alternate Steve Carlson Executive Director, Information Technology - Bend SD Hillsboro RDW Primary Jim Harrington Chief Technology Officer - Hillsboro SD Hillsboro RDW Alternate TBD LBL ESD RDW Primary Tom Luba Director of Technology - Linn Benton Lincoln ESD LBL ESD RDW Alternate Kevin Silbernagel Information Systems Coordinator - Linn Benton Lincoln ESD Oregon Department of Education Primary Josh Klein Chief Information Officer Oregon Department of Education Alternate Joel Robe Director of Data Management

Oregon University System Primary Lisa Mentz K-16 Alignment Technologies Program Manager - Oregon University System

Oregon University System Alternate Arron Frerichs Senior Institutional Research Systems Analyst - Oregon University System

Portland SD RDW Primary Nick Jwayad Chief Operating Officer - Portland SD Portland SD RDW Alternate Marita Ingalsbe Director, IT Application Services Willamette ESD RDW Primary Don Wolff Director of Technology and Information Services - Willamette ESD Willamette ESD RDW Alternate Robin DeLoach Project Director - Willamette ESD Willamette ESD RDW Alternate Kristin Duus Director of Technology and Information Services - Salem-Keizer SD Scribe Melinda Weinmann Senior Research Analyst - Oregon Department of Education


August 1, 2011

Regional Data Warehouse Providers Grant-in-Aid

6-10


August 1, 2011

Regional Data Warehouse Providers Grant-in-Aid

6-11


August 1, 2011

KIDS Processing Map

6-12


August 1, 2011

7- 1

Session 7: SEA Program Office Stakeholders Basement Studio A

2 – 3 p.m. Session Topics


Documents

Program Offices Overview ......................................................................................... 7-2 Data Governance Committee Charter ....................................................................... 7-8 Data Center Move White Paper ................................................................................. 7-9 Open Source Lab Overview ...................................................................................... 7-17

Participants



Josh Klein Chief Information Officer Department of Education Michael Rebar Director of Enterprise Systems Department of Education Mickey Garrison Director of Data Literacy Department of Education Kara Wymore Enterprise Project Manager Department of Education Megan Monson Communications Director, Oregon

DATA Project Department of Education

Katie Bechtel Enterprise Communications Coordinator


Teresa Greene Director of Operations, Fiscal and Data Management


Brian Reeder Assistant Superintendent, Analysis & Reporting


Crystal Greene Public Affairs Manager Department of Education Curt Pederson Vice Provost for Information Services Oregon State University Kara Williams Education Specialist, Student Learning

& Partnerships Department of Education

Jon Wiens Education Specialist, Assessment and Information Services


Mary Patzer EDFacts Coordinator Department of Education Joel Robe Director of Data Management Department of Education Dion Baird Chief Information Security Officer Department of Education Kevin Hamler-Dupras

Manager, Scoring and Reporting Department of Education


August 1, 2011


7-2

Assessment and Information Services The Office of Assessment and Information Services supports ODE roles of accountability, leadership and school improvement through the development and maintenance of a technical and information infrastructure. This infrastructure has two major components. The first component is represented by data collection from and reporting on Schools, Districts and Educational Service Districts (ESDs). The second component is the design, development and implementation of student assessments. http://www.ode.state.or.us/search/results/?id=148

Educational Improvement & Innovation The work of the Office of Educational Improvement and Innovation (EII) is to ensure that all components of Oregon’s public and private educational enterprise, pre-kindergarten through postsecondary (PK-20), are effectively interconnected to provide appropriate and personalized instruction for each student. EII provides leadership to Oregon's districts and schools, professional development for teachers and administrators, and tools for student success. Program Areas: Academic Content Standards; Alternative Education; Career and Technical Education; Charter Schools; Civil Rights; Comprehensive Guidance and Counseling; Continuous Improvement Planning; Grants Management; No Child Left Behind; PK-20 Redesign; Private Career Schools; Private Pre/K-12 Schools; Postsecondary Educational Programs; Resources for Educational Achievement and Leadership; Veterans’ Education http://www.ode.state.or.us/search/results/?id=147

Finance and Administration The Office of Finance and Administration (OFA) provides timely and reliable fiscal and administrative services. This work is designed to ensure that all agency services adhere to all applicable laws and regulations while seeking solutions focused on the needs of Oregon’s children. OFA contributes to an infrastructure that allows ODE staff to focus on the core mission of leadership, accountability, and school improvement. http://www.ode.state.or.us/search/results/?id=150

Student Learning & Partnerships

The Office of Student Learning & Partnerships supports and monitors programs that provide direct services to diverse learners and assists in the development of strategies to address unique learning differences. Units in this office manage programs that include special education, early childhood education, accountability and program compliance, and capacity building and partnerships with community stakeholders. This work is designed to ensure that multiple teaching and learning strategies encompass student needs derived from socio-economic, social emotional, linguistic, cultural, ethnic or other differences. This focus allows learners to demonstrate their performance skills and to benefit from participation in meaningful venues as they prepare to become contributing members of the adult community. Program Areas: Early Childhood Education; Special Education Monitoring, Systems & Outcomes; Special Education Data, Fiscal, Legal & Information; Oregon School for the Deaf (OSD); Interagency Educational Services; Statewide Initiatives

http://www.ode.state.or.us/search/results/?id=146






August 1, 2011


7-3

Department of Education - Overview


August 1, 2011


7-4

Office of Assessment and Information Services


August 1, 2011


7-5

Office of Educational Improvement & Innovation


August 1, 2011


7-6

Office of Finance and Administration


August 1, 2011


7-7

Office of Student Learning & Partnerships


August 1, 2011

Data Governance Committee Charter

7-8


August 1, 2011

Data Center Move White Paper

7-9


August 1, 2011


7-10


August 1, 2011


7-11


August 1, 2011


7-12


August 1, 2011


7-13


August 1, 2011


7-14


August 1, 2011


7-15


August 1, 2011


7-16


August 1, 2011

Open Source Lab Overview

7-17


August 1, 2011

Open Source Lab Overview

7-18


August 1, 2011

8-1

Session 8: Partner Agencies Room 251 B

3:15 – 4:15 p.m. Session Topics

• How data is shared • How collaboration is going

Documents

ALDER Partner Agencies Overview ............................................................................ 8-2 Data Sharing Agreement with OUS (Current) ............................................................ 8-3 Data Sharing Agreement (Draft) ................................................................................ 8-6 P-20/W Data Warehouse Key Recommendations ..................................................... 8-9 CORE Process Flow ................................................................................................... 8-10

Participants







Kara Williams Education Specialist, Student Learning & Partnerships


Krissa Caldwell Deputy Commissioner Community Colleges & Workforce Development

Al Pierce Information Systems Director Community Colleges & Workforce Development

Marjorie Lowe Director of Education Systems Streamlining


Bob Kieran Assistant Vice Chancellor Oregon University System Victoria Chamberlain

Executive Director Teacher Standards & Practices Commission


August 1, 2011

ALDER Partner Agencies

8-2

Department of Community Colleges and Workforce Development (CCWD) The Department of Community Colleges and Workforce Development, with local education and workforce partners, manages state, federal and other (including lottery) funds supporting Oregon’s community colleges, workforce development programs, WorkSource Oregon one-stop career centers, Adult Basic Skills Program, English as a Second Language (ESL) programs, and the Oregon Youth Conservation Corps. Oregon has 17 independent community colleges and seven Local Workforce Investment Areas. The Workforce Investment Act of 1998 reformed federal job training programs and created a new, comprehensive workforce investment system to help Americans access the tools they need to manage their careers through information and services and to help companies find skilled workers.

http://www.oregon.gov/CCWD/

Oregon Employment Department (OED) The Oregon State Employment Service was created in 1935 as a division of the Unemployment Compensation Commission. In the mid-1950s, the Oregon State Employment Service and the State Unemployment Compensation Commission came together under the Department of Employment. In the late 1960s, the Legislature moved the department to the newly-formed Department of Human Resources, and the agency became the Employment Division. It continued as a division until 1993 when the Legislature made it a separate agency and named it the Employment Department.

Through 41 WorkSource Centers and three Unemployment Centers across the state, the department accomplishes its mission of supporting business and promoting employment by helping workers find suitable employment; providing qualified applicants for employers; supplying statewide and local labor market information; providing unemployment insurance benefits to workers temporarily unemployed through no fault of their own; and assuring safe and quality child care.

http://www.oregon.gov/EMPLOY/

Teacher Standards and Practices Commission (TSPC) The Teacher Standards and Practices Commission was established in 1965 and made an independent agency in 1973. It is one of eleven independent educator licensure boards in the nation. The commission accredits all educator licensure preparation programs in colleges and universities who wish to do business in Oregon; licenses teachers, administrators, school counselors and school psychologists in Oregon public and charter schools; certifies school nurses; takes disciplinary actions against licensees, applicants and student teachers when found to have been convicted of crimes or engaged in misconduct by violating ethical standards of professional practices.

http://www.oregon.gov/TSPC/

Oregon University System (OUS) Oregon University System (OUS) comprises seven distinguished public universities and one branch campus, reaching more than one million people each year through on-campus classes, statewide public services, and lifelong learning. The Oregon State Board of Higher Education is the statutory governing board of OUS. The OUS Chancellor's Office carries out the Board's goals and initiatives and statewide higher education responsibilities for the benefit of Oregon and Oregonians. http://www.ous.edu/

http://www.oregon.gov/CCWD/�

http://www.oregon.gov/EMPLOY/�

http://www.oregon.gov/TSPC/�

http://www.ous.edu/�


August 1, 2011

Data Sharing Agreement with OUS (Current)

8-3


August 1, 2011


8-4


August 1, 2011


8-5


August 1, 2011

Data Sharing Agreement (Draft)

8-6


August 1, 2011


8-7


August 1, 2011


8-8


August 1, 2011

P-20/W Data Warehouse Key Recommendations

8-9


August 1, 2011

Core Process Flow

8-10


August 1, 2011

Core Process Flow

8-11


August 1, 2011

9-1

Session 9: Partner Organizations Room 251 B



Documents

Partner Organizations Overview ................................................................................ 9-2 Participants







Bob Kieran Assistant Vice Chancellor Oregon University System Colin Cameron Director of Professional Development Confederation of Oregon

School Administrators (COSA)

Joe Wehrli Board Development & Policy Services Associate Executive Director

Oregon School Boards Association (OSBA)


August 1, 2011

Partner Organizations

9-2

Confederation of Oregon School Administrators (COSA)

The Confederation of Oregon School Administrators (COSA) serves and represents more than 2,000 school administrators, managers and executives.

COSA was founded in 1974 to give Oregon's education leaders a united voice in helping to shape public policy, advocate for schools and speak on behalf of students. COSA's perspective has earned the respect of educators, the Legislature, the Department of Education and other statewide agencies. COSA consistently puts the interests of schools and students ahead of self-interest.

In addition to advocacy, COSA supports and develops educational leaders with unmatched professional development opportunities -- including statewide conferences, regional seminars and workshops, and much more -- and a variety of exclusive member services. Areas of focus include school finance and legislative services.

A member-driven umbrella organization, COSA is governed by an elected Board of Directors that represents the organization's four Departments: the Oregon Association of School Executives (OASE), the Oregon Association of Secondary School Administrators (OASSA), the Oregon Elementary School Principals Association (OESPA) and the Oregon Association of Central Office Administrators (OACOA).

COSA also partners with affiliate organizations such as Northwest Women in Educational Administration (NWEA), Oregon Association of Latino Administrators (OALA), Oregon Middle Level Association (OMLA), Oregon School Personnel Association (OSPA), Oregon Association of School Business Officials (OASBO) and Oregon Association of Student Councils (OASC).

The COSA staff has been led since 2003 by Executive Director Kent Hunsaker.

http://www.cosa.k12.or.us/


Founded in 1946, OSBA is governed by a member-elected board and serves K-12 public school boards, public charter school boards, education service district boards, community college boards and the State Board of Education. Through legislative advocacy at state and federal levels, board leadership training, employee management assistance and policy, legal and financial services, OSBA helps locally-elected volunteers fulfill their complex public education roles.

http://www.osba.org/

Oregon University System (OUS)

Oregon University System (OUS) comprises seven distinguished public universities and one branch campus, reaching more than one million people each year through on-campus classes, statewide public services, and lifelong learning. The Oregon State Board of Higher Education is the statutory governing board of OUS. The OUS Chancellor's Office carries out the Board's goals and initiatives and statewide higher education responsibilities for the benefit of Oregon and Oregonians.

http://www.ous.edu/

http://www.cosa.k12.or.us/�

http://www.osba.org/�

http://www.ous.edu/�


August 1, 2011

10-1

Session 10: Open Discussion and Wrap Up Room 251 B


• Review completion status of project objectives • Discuss concerns, potential barriers to success, strategies for overcoming these barriers,

necessary and/or requested Technical Assistance • Action steps

Documents

ALDER Project Plan ................................................................................................... 10-2 OFAR Project Plan .................................................................................................... 10-3

Participants








August 1, 2011

Project Plan: Project ALDER

10-2


August 1, 2011

Project Plan: Project OFAR

10-3

APPENDIX A: Master Participant List Oregon Department of Education – US Department of EducationStatewide Longitudinal Data Systems Site Visit

August 1, 2011

Page 1 of 2

Name Title Affiliation Phone Email Address 1 2 3 4 5 6 7 8 9 10Doug Kosty Assistant Superintendent, Office of Assessment

& Information ServicesDepartment of Education (503) 947-5825 [email protected] x x x x x x x x x x

Josh Klein Chief Information Officer Department of Education (503) 947-5708 [email protected] x x x x x x x x x x

Brian Reeder Assistant Superintendent, Office of Analysis & Reporting

Department of Education (503) 947-5670 [email protected] x x x x

Susan Castillo Superintendent of Public Instruction Department of Education (503) 947-5740 [email protected] x x x

Ed Dennis Deputy Superintendent Department of Education (503) 947-5801 [email protected] x x x

Colleen Mileham Assistant Superintendent, Office of Educational Improvement & Innovation

Department of Education (503) 947-5663 [email protected] x x x

Sue MacGlashan Assistant Superintendent, Office of Finance & Administration

Department of Education (503) 947-5658 [email protected] x x x

Whitney Grubbs Education Policy Advisor Office of the Governor (503) 986-6541 [email protected] x x x

Michael Rebar Director of Enterprise Systems Department of Education (503) 947-5926 [email protected] x x x x x x x x x

Kara Wymore Enterprise Project Manager Department of Education (503) 947-5752 [email protected] x x x x x x x x x

Katie Bechtel Enterprise Communications Coordinator Department of Education (503) 947-5632 [email protected] x x x x x x x x x

Mickey Garrison Director of Data Literacy Department of Education (541) 580-1201 [email protected] x x x x x x x x x

Megan Monson Communications Director, Oregon DATA Project

Department of Education (541) 863-5267 [email protected] x x x x x x x x x

Brett Luelling Director of Application Development Department of Education (503) 947-5837 [email protected] x x

Tomas Flores Director of Financial Services Department of Education (503) 947-5753 [email protected] x

Amy McLaughlin Director of Support Services Department of Education (503) 947-5771 [email protected] x

Rachel Wente-Chaney Chief Information Officer High Desert Education Service District

(541) 693-5636 [email protected] x

Jim Harrington Chief Technology Officer Hillsboro School District (503) 844-1500 [email protected] x

Don Wolff Director of Technology Services Willamette Education Service District


Robin DeLoach Regional Data Warehouse Project Director Willamette Education Service District


Kara Williams Education Specialist, Office of Student Learning and Partnerships

Department of Education (503) 947-5728 [email protected] x x

Teresa Greene Director of Operations, Fiscal and Data Management

Department of Education (503) 947-5915 [email protected] x

Crystal Greene Public Affairs Manager Department of Education (503) 947-5650 [email protected] x

Participated in Sessions:

APPENDIX A: Master Participant List Oregon Department of Education – US Department of EducationStatewide Longitudinal Data Systems Site Visit

August 1, 2011

Page 2 of 2

Name Title Affiliation Phone Email Address 1 2 3 4 5 6 7 8 9 10

Participated in Sessions:

Jon Wiens Education Specialist, Office of Assessment and Information Services

Department of Education (503) 947-5764 [email protected] x

Mary Patzer EDFacts Coordinator Department of Education (503) 947-5862 [email protected] x

Joel Robe Director of Data Management Department of Education (503) 947-5709 [email protected] x

Curt Pederson Vice Provost for Information Services Oregon State University (OSU)


Dion Baird Chief Information Security Officer Department of Education (503) 947-5665 [email protected] x

Kevin Hamler-Dupras Manager, Scoring and Reporting Department of Education (503) 947-5828 [email protected] x

Bob Kieran Assistant Vice Chancellor Oregon University System (541) 346-5758 [email protected] x x

Krissa Caldwell Deputy Commissioner Community Colleges & Workforce Development (CCWD)


Al Pierce Information Systems Director Community Colleges & Workforce Development (CCWD)


Marjorie Lowe Director of Education Systems Streamlining Department of Education (503) 947-5857 [email protected] x

Victoria Chamberlain Executive Director Teacher Standards and Practices Commission (TSPC)


Colin Cameron Director of Professional Development Confederation of Oregon School Administrators (COSA)


Joe Wehrli Board Development & Policy Services Associate Executive Director



Graham Slater Research Administrator Oregon Employment Department (OED)

(503) 947-1212 [email protected]