Idaho Procedures

M650 GREEN LIGHT OPTICAL SCAN TABULATOR

OVERVIEW Security and Chain of Custody Plan Certified System Software Version Acceptance Testing Ballot Management Plan Tabulation Plan Documentation Plan Staff Training Poll Worker Training Voter Information Campaign

Security and Chain of Custody

Election computers, computer ballots files, ballots, tabulator(s), and all election definition and transfer zip disks must be secured at all times.

Counties must develop written security procedures

Operate in teams Sign off forms

Acceptance Testing Validate the performance of the

system before acceptance. The purpose of acceptance testing is

to ensure that the entire system is reading ballots, tabulating and reporting as specified.

Function test with test deck Load test – 1000 ballots Partial Acceptance of M650 and ERM

Plan

Ballot Management Plan Ballot PDF Actual Size Ballot Proof Approval Testing Transport to and from the polls

Diagram Ballot Flow Election Day Ballots Absentee Ballots Sorting for Damaged Ballots To M650 To Duplication Board To Write-in Board Exception Ballots Accessible and Secure Storage

Tabulation Plan Receiving ballots Ballot preparation of folded absentee

ballots Exception Ballots

Duplications Write-ins Un-readable by machine

Storage plan that allows access to duplications, originals and write-ins in case of a recount

Exception Ballots An “Exception Ballot” is defined as any

ballot that stops the tabulator and requires review.

Scanner operators should not review ballots.

“Exception Ballots” should be placed in bins and sent to the resolution board. Include blanks, write-ins, indeterminate read errors, channel read errors and ballot style errors.

Documentation Plan

Insure that all security procedures, test data, tabulator reports, transfer data, public reports and results are verified, documented, archived and accessible for review.

Retain election documentation for 22 months.

Staff Training Detailed machine training from the vendor Security and chain of custody procedures Ballot flow detailing county procedures for:

Security Ballot flow Duplication and Exception Ballots Tabulation, Backup and Reporting Secure Storage – Ballots, Data, Reports, M650

Mock Election Recommended

Procedure Training Manual Develop Written Procedures for Staff Security Ballot Flow and Testing Duplication and Write-in procedures Data Transfer Procedure Results Accumulation Procedures Backup & Reporting Secure Storage

Poll Worker Training

It is the responsibility of the county to insure that each voter receives a demonstration and knows how to properly cast a ballot that will be tabulated by machine.

Required Demonstration at polls

Poll Worker Training

How to properly mark an optical scan ballot by completely filling in the oval

How to request a new ballot if they make any mistake

Not to erase or use “Xs” or check marks

To carefully check their own ballot for stray marks

Voter Information Campaign

Follow Marking Instructions Check Your Ballot For Stray Marks Ask For A New Ballot If You Make A

Mistake A Properly Marked Ballot Will Be

Counted Properly idahovotes.gov

PRE-ELECTION PROCEDURES

Preventative Maintenance and Calibration by ES&S

Maintenance Documentation Detail All Services Spread Sheet

PRE-ELECTION PROCEDURES

Election Definition Programming AutoMARK and Audio Ballots Deadlines and Delivery Order 2 zip disks Develop a vendor timeline & sign-off Logic and Accuracy Test

Logic and Accuracy Test

A public test is required by Section 34-2417 Vendor’s test deck to check programming

and ballots - ASAP State test deck to develop county test deck County test deck to confirm programming

and ballots for all precincts and rotations with the actual ballots

State test deck for public tests Demonstrate at least one precinct

Logic and Accuracy Test

Counties with Multiple M650s Run L&A Through ERM Reporting Burn a CD-ROM with Results Validate Expected Results with

Results Saved to CD-ROM Save Test Data

Marking Devices

Counties are to provide voters at the polls with ES&S approved marking devices

Absentee voters are to be instructed to use a Blue or Black ink pen or #2 pencil

List of approved marking devices

TABULATION

Logic and Accuracy Test Ballot Preparation Inspect for Damaged Ballots Sort Switches

Blank Ballots Write-ins (if any) L&A same positions Expected Results – 1 blank - 1 write-in

All Ballots that Stop the M650

Send to review boards Counties are to continue to use the

existing ballot duplication procedures for ballots that are unreadable by machine.

Exception Ballots

Blanks Duplicate and Original ballots Valid write-in “Invalid Ballot Style” error “Code Channel” error “Indeterminate Read” errors

Tabulation of Duplicated Ballots

Plan for Duplicates and Originals Diagram ballot flow back to tabulator Avoid crossing counted and

uncounted ballots Do not mix originals and duplicates Diagram ballot flow to storage Accessible storage for review

Results Accumulation Spread sheet – single M650s Election Reporting Manager (ERM) software Data transfer log to track all transfer disks

from each tabulator for each transfer to confirm data verification and backup

Print and backup reports Check for anomalies or inconsistencies ERM – Burn a CD-ROM

“Unofficial Election Results”

Election Night Public Reports

Report “Unofficial Election Results” to the Secretary of State Election Night

POST-TABULATION

Logic and Accuracy Test Retain Ballots Save Results Reports Save Test Documentation Save all ERM files to CD-ROM

Re-create the Election if Necessary

Incident Contingency Plans

BEST PRACTICES Information Links Prepare Detailed Plans and Procedures Pre-Election Testing and Reporting Election Day Data Transfer to Election Reporting

Manager ES&S Recommended Marking Devices Sample Tracking Spread Sheet

Link at bottom of SOS elections page lower right.

County Clerk Election Resources & Training Materials

Or bookmark

www.idsos.idaho.gov/elect/clerk/clerkinfo.htm

Everything Posted On-Line Check Often