Data Systems Modernization

The 2021 Legislature appropriated $13,475,248.00 in Elementary and Secondary School Emergency Relief (ESSER) II and III funds to modernize data systems at the OPI. In partnership with schools and other stakeholders, the OPI will simplify and improve data systems to make all things data easier for schools.

Weekly Meeting/Report Information

Data Modernization Project Timeline

April 11, 2024

March 28, 2024

March 21, 2024

March 7, 2024

February 29, 2024

February 23, 2024

February 15, 2024

February 8, 2024

February 1, 2024

January 25, 2024

January 18, 2024

January 11, 2024

January 05, 2024

December 15, 2023

December 08, 2023

November 30, 2023

November 16, 2023

November 09, 2023

November 03, 2023

October 24, 2023

October 20, 2023

October 13, 2023

October 6, 2023

September 28, 2023

September 22, 2023

September 18, 2023

September 15, 2023

September 8, 2023

August 14 - 31, 2023

Application Migration Workshops

August 25, 2023

August 18, 2023

August 9 & 10, 2023

Application Migration Assessment Work Sessions

July 20, 2023

Project Kick Off

July 11, 2023

Project Introduction

Project Plan and Timeline

The Project Plan and Milestone Documents show the goals of the project and activities status. The Gantt Chart shows when the activities are scheduled, the estimated length of time for the activity, and if they are completed.


Montana Data Modernization Project Plan

Modernization Program Milestones

Organizational Change Management Benefits and Approach

Legislative Reports

HB 367 Section 3. Reporting requirements.

The office of public instruction shall continue to provide written reports to the following committees listed below every two months and include the following information. The incurred and anticipated costs of the project; the implementation timeline; and any other information relevant to the project. 

Committee List:

The legislative finance committee; the education interim committee; the general government budget committee; and the education budget committee.


Modernization Legislative Report; February 26, 2024

Modernization Legislative Report; December 7, 2023

Modernization Legislative Report: October 30, 2023

Modernization Legislative Report: August 28, 2023

Modernization Legislative Report: June 7, 2023


Education & Workforce Data Governing Board

The Education & Workforce Data Governing Board is based upon HB949. OPI has provided some information below for review.


March 7, 2024

September 2023

Steering Committee

Steering Committee Charter

April 17, 2024

Agenda | Minutes 

March 20, 2024

Agenda | Minutes 

February 21, 2024

Agenda | Minutes

Contract & Statement of Work Information

The contract and statement of work for this project and the Non-Discloser Agreement are provided below for review and transparency.


Modernization Contract and Statement of Work

Non-Disclosure Agreement

Project Team

Ashley Perez

Ashley is the Data Operations Senior Manager at OPI. She directs the daily operations of the data team and supervises OPI’s data professionals. She has experience in the research and development of policies and guidelines that address new and changing issues with operational data management. She has her Bachelor of Arts in Mathematics and previously worked at the State Auditor’s Office doing actuarial work.

Anna Hoerner

Anna is the Data Modernization Coordinator. She helps to ensure that the project runs smoothly, from coordinating meetings to writing reports. She has experience in various administrative positions across industries. She completed an MBA in 2022 and previously worked in healthcare and the executive office of OPI before joining the Data team.

Jesse Romero

Jesse is a Computer Support Specialist for OPI. He supports the organization with hardware and software issues and helps with website editing and content management. He worked with two telecommunications companies at the managerial level before coming to the OPI in February 2022. He previously worked in the School Finance division before joining the IT Helpdesk team.


K-12 Data Task Force

The K-12 Data Task Force was created by the 2013 Montana Legislature through the adoption of 20-7-104, MCA and 20-7-105, MCA.  The K-12 Data Task Force is comprised of legislators, school board members, educators, school administrators, school technology staff and parents. 

The purpose of the K-12 Data Task Force is to advise and provide guidance to the Office of Public Instruction on the statewide K-12 data systems.



Decorative Image

Current Information

Meeting Information

April 24, 2024

Agenda | Minutes | Recording

February 28, 2024

Agenda | Minutes | Recording

November 8, 2023

Agenda | Minutes | Recording

August 29, 2023

Agenda | Minutes | Recording

Meeting Documents

July 11, 2023

Agenda | Minutes | Recording

Meeting Documents

Task Force Membership

Membership in the K-12 Data Task Force is established in 20-7-105, MCA:

(click here to see district classifications):

  • three elected school board trustees consisting of one each from a class 1, class 2, and class 3 school district
  • three school administrators consisting of one each employed by a class 1, class 2, and class 3 school district
  • three teachers consisting of one each employed by a class 1, class 2, and class 3 school district
  • three technology staff consisting of one each employed by a class 1, class 2, and class 3 school district
  • six parents, consisting of one parent of an elementary (K-8) pupil currently enrolled in each of a class 1, class 2, and class 3 school district and one parent of a high school (9-12) pupil currently enrolled in each of a class 1, class 2, and class 3 school district
  • three school district clerks, consisting of one each employed by a class 1, class 2, and class 3 school district



Interested in serving on the task force?

If you are qualified and interested in filling a vacant position on the K-12 Data Task Force, please contact Chris Sinrud, Chief Information Officer.

Archived Information

May 7, 2020, Initial Project Overview

9-14-2021 Status

10-25-2021 Status

11-19-2021 Status

November 16, 2022
Minutes | Recording

August 31, 2022
Minutes | Recording

September 24, 2019
Agenda | Minutes

June 25, 2019 
Agenda | Minutes

August 21, 2018
Agenda | Minutes

May 2, 2018
Agenda | Minutes

December 4, 2017
Agenda | Presentation | Minutes

November 16, 2016

"The superintendent of public instruction shall continually work in consultation with the K-12 data task force provided for in 20-7-105 to analyze the best options for a statewide data system that will best enhance the ability of school districts to use data for the purposes identified in this section. Emphasis must be placed on developing or purchasing and customizing a statewide data system that promotes and preserves community ownership and local control and that incorporates innovative technologies available in the marketplace that may be in use and that are successfully working in other states. The office of public instruction and the K-12 data task force shall collaborate to enhance the statewide data system to support:

(a) the needs of school districts in using data to improve instruction and student performance;

(b) the collection of data from schools through a process that provides for automated conversion of data from systems already in use by school districts or the office of public instruction and that resolves the repetition of data entry and redundancy of data requested that has been characteristic of the data system in the past and that otherwise reduces the diversion of district staff time away from instruction and supervision;

(c) increased use of data from the centralized system by various functions within the office of public instruction; and

(d) transparency in reporting to schools, school districts, communities, and the public.


OPI Staff are here to help:

Tristen Loveridge, IT Project Coordinator

Chris Sinrud, Chief Information Officer