WISE & Student Identifier April 20, am MDT District Meeting

SIF Integration ESP Solutions Group & Edustructures

Introductions Glynn Ligon, Ph.D., –President and CEO, ESP Solutions Group Steve Curtis* –Chief Operating Officer, Edustructures Vince Paredes, Ph.D.* –Vice President, ESP Solutions Group Barbara Andrepont* –Consultant, ESP Solutions Group Barbara Clements, Ph.D. –Vice President, ESP Solutions Group Alex Jackl* –Senior Integration Architect, ESP Solutions Group Steve Setzer –Project Manager, Edustructures * SIF Board Member

Team Overview & Roles

Team Overview - ESP Offices in Austin and Washington DC National firm – Have assisted all 52 state education agencies in the last two years Exclusively focused on K-12 education data systems Pioneered concept of K-12 “Data Driven Decision Making” in the 1970’s Major force in SIF (Schools Interoperability Framework) Primary focus on data exchange systems between school districts and state education agencies

Team Overview - Edustructures The Leading Provider of SIF Technologies –Agents, ZIS’s, and Integration Services Based in Salt Lake City Major influencer in SIF Boards and Working Groups #1 SIF Integrator –Idaho, Virginia, South Carolina –Big districts #1 SIF Agent Writing/Consultation –Created over 25 agents for the leading K-12 software companies #1 SIF Agent Distributor –The top distributor of SIF agents, most of them exclusively #1 ZIS Provider

Student Identifier ESP Solutions Group, eScholar, Edustructures

Introductions Mary Milligan –Project Manager, eScholar Shawn Bay * –Chief Executive Officer, eScholar * SIF Board Member

Team Overview - eScholar Leading Provider of Two Crucial K-12 Technologies: –Data Warehouses –Unique Identifier & Locator Solutions The #1 provider of data warehouses for K-12 school districts High growth Based in White Plains, NY Major influencer in SIF Boards and Working Groups

Team Roles—SIF Integration Key Task GroupLeadSupport Analysis for ZIS Compatibility w/ Existing SystemsESP Solutions Group Define/Propose Implementation StrategiesESP Solutions Group Conduct a Modification AnalysisESP Solutions Group Implement ZIS Software on Servers and TestEdustructuresESP Solutions Group Migrate Districts to the Regional ZIS'sEdustructuresESP Solutions Group Connect District Software Products to SIF AgentsEdustructuresESP Solutions Group Troubleshooting & Support/TrainingEdustructuresESP Solutions Group WDE Implementation PlanESP Solutions Group Onsite Visits to WDE/Regions/DistrictsESP Solutions GroupEdustructures Project ManagementESP Solutions Group Develop Operating ProceduresESP Solutions Group Legislative & Executive SupportESP Solutions Group

Team Structure—SIF Integration WDE Sr. Proj. Mgr. WDE I.T. Team Glynn Ligon Project Principal Alex Jackl Project Manager ESP Project Manager Technical Resources from Edustructures Vince Paredes Integration Leader Barbara Clements Policy Leader (FERPA) Wyoming Department of Education Project Team Structure Steve Curtis Integration WDE Data Team WDE Policy WDE Advisory Group Barbara Andrepont Training Teams Training Resources from ESP

Statement of Understanding We understand that Wyoming is implementing a system that… –Builds upon the significant progress already made. –Allows all schools and districts to participate. –Reserves key choices for districts. –Uses SIF and other standards to ensure all data can be shared. –Allows data to be entered once, shared universally. –Protects the security and confidentiality of all data. –Begins with a long-range design to avoid premature obsolescence of early components. Our entire plan takes these objectives fully into account. Our goals are to make Wyoming not only successful, but also a national benchmark.

Our Approach: Milestones Identified Kickoff Meeting with WDE, ESP, and Edustructures (Deliverable: WDE questionnaire establishing contacts, required infrastructure, priority tasks, etc.) Technical Meeting with Agent Provider(s) Specification of Hardware Requirements Final Project Management Plan Approved by WDE (Deliverable: Project management web site with reference documents, project management plan in MS Project, and status reports) Meeting of the Advisory Group to Review and Comment on Plans Draft of School/District Implementation Plan Questionnaire and Plan Document Launch of Web Site for Completion of School/District Plans Communications with Districts Regarding Tasks and Target Dates (Deliverable: /letters, calendars, etc.) Support Web Site and Contacts Established for WDE and Districts Sessions with Districts to Assist in Completing Questionnaires and Plans; Meetings with WDE to Review Draft of State Plan Coordination with Student Identifier Task Technical Plan for Regions, Districts for Implementation (Deliverable: Installation plans, documentation) Hardware Set-Up and Installations at 8 Locations ZIS Software Installations at 8 Locations Training for Student Locator Data Submissions (Deliverable: Training materials and sessions) District Zone Configurations Begin at 8 Locations for 48 Districts At Least 1 District per Region Implemented (Deliverable: Successful exchange of data from pilot districts) Final Plan for Daily Operations (Deliverable: Operations plan document) Universal Agent or Central Data Manager Installation and Configuration Districts Zones Implemented; Final Testing (Deliverable: Demonstration of functioning zones) Presentations to JEIC and Legislature Implementation of Agents (Average of 2 per year per District)

Milestones December 2005: All districts submit precoding information for state assessment using Central Data Manager Survey of districts to create an implementation plan Regional center installation and configuration of SIF zone integration server, setting up district zones, installing the student locator framework (SLF) Install WDE ZIS, Student Locator Framework, Uniq ID software, Central Data Manager installation at regional centers Pilot Student Locator Framework and Central Data Manager Training

Our Methodology: Process Flow Kickoff Meeting Kickoff Meeting Finalize Design of System Finalize Design of System ZIS Vendor Meeting ZIS Vendor Meeting Agent Vendor Meeting Agent Vendor Meeting Install Vertical Reporting Application Install Vertical Reporting Application Install/Config Zones at Regional Centers [3.2.1] Install/Config Zones at Regional Centers [3.2.1] Install/Config State Zone [3.2.2] Install/Config State Zone [3.2.2] Configure Pilot SIS and Network Account Agents [3.2.2] Configure Pilot SIS and Network Account Agents [3.2.2] Statewide Review And Modifications [3.1.1, 3.1.3] Statewide Review And Modifications [3.1.1, 3.1.3] State Implementation Plan [3.1.5] State Implementation Plan [3.1.5] Semi-Weekly Updates [3.2.4] Semi-Weekly Updates [3.2.4] District Implementation Plans [3.1.4] District Implementation Plans [3.1.4] May 2005 Summer 2005 Regional Training Sessions Regional Training Sessions Selected Assistance District Visits Selected Assistance District Visits

Our Methodology: Process Flow II Vertical Reporting Test All Districts Vertical Reporting Test All Districts Precode Vertical Report Via SIF Precode Vertical Report Via SIF Operation Manuals [3.2.3] Operation Manuals [3.2.3] Report to Legislative Subcommittee [3.2.6] Report to Legislative Subcommittee [3.2.6] Meet With JEIC [3.2.6] Meet With JEIC [3.2.6] First Vertical Reporting Test First Vertical Reporting Test Finalize Design of First Data Collection Finalize Design of First Data Collection Configure All SIS and Network Account Agents Configure All SIS and Network Account Agents Report #1 [3.2.5] Report #1 [3.2.5] Report #2 [3.2.5] Report #2 [3.2.5] Governance and Policy Plan [3.1.6] Governance and Policy Plan [3.1.6] Semi-Weekly Updates [3.2.4] Semi-Weekly Updates [3.2.4] Dec Summer- Fall 2005 Selected Assistance District Visits Selected Assistance District Visits

WISE Configuration Directory Agent Library Agent HR Agent Many others… Agent SASIxp Agent School Zone PowerSchool Agent Directory Agent Library Agent HR Agent Many others… Agent SASIxp Aggregator Agent VR Agent Central Data Manager District Zone Aggregator Agent State System Agent WDE State Zone

How will the identifier process work? (Easy ) 1.School personnel register a student in SIS 2.SIF Interoperability Occurs 3.District administrator receives s from the student locator system with URL to resolve near matches. +District/school administrator/clerk logs onto the student identifier system to complete year-end roll over and other batch registration process.

How will the identifier process work? --Possibilities Ad hoc assignment: Identifier is returned. Ad hoc assignment: Near match Batch Assignment: Using SIF Flat File Method Web Site

Identifier Request WDE WDE User

Identifier Returned WDE WDE User

Identifier Request WDE WDE User

Near Match Returned WDE WDE User

Identifier Returned WDE WDE User

Criteria for Pilot Districts 1.Both Student Identifier and SIF Integration Projects 2.Available, Working Vendor Agent for SIS 3.(LDAP, Active Directory) 4.Hardware at District to Host SIF Agents (if required) 5.One in Each Region (plus Cheyenne) 6.Open & Cooperative Perspective

Potential Regional Centers Rocks Springs Riverton Casper Sheridan Gillette Cheyenne (LCCC) Torrington Powell Cheyenne

District Responsibilities Complete survey Download batch file of state student identifiers; import into SIS Schedule installation of SIF agents for selected applications (2X5) Use Central Data Manager to submit precode files for state assessment Attend training; train local staff Use applications with SIF agents to share data Use Central Data Manager to submit data for state reports