Transcript Idaho Procedures M650 GREEN LIGHT OPTICAL SCAN TABULATOR

Idaho Procedures
M650 GREEN LIGHT
OPTICAL SCAN TABULATOR
OVERVIEW
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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
Certified System Software
 M650 version 2.1.0.0.
 Election Data Manager, (EDM) version 7.4.4.0.
 ES&S Image Manager, (ESSIM) version
7.4.2.0.
 Hardware Programming Manager, (HPM)
version 5.2.4.0.
 Data Acquisition Manager (DAM), version
6.0.0.0.
 Election Reporting Manager (ERM), version
7.1.2.1.
 Audit Manager, version 7.3.0.0.
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
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Ballot Management Plan
Ballot PDF
Actual Size Ballot Proof
Approval
Testing
Transport to and from the polls
Diagram Ballot Flow
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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 and channel read errors, 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:
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Security
Ballot flow
Duplication and Exception Ballots
Tabulation, Backup and Reporting
Secure Storage – Ballots, Data, Reports, M650
 Mock Election Recommended
Procedure Training Manual
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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
 Ballot Image Reports
 Spread Sheet
PRE-ELECTION PROCEDURES
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Election Definition Programming
Unity on Line Training
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
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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 #2 pencil or Blue or Black
ink pen
 List of approved marking devices
TABULATION
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Logic and Accuracy Test
Ballot Preparation
Inspect for Damaged Ballots
Sort Switches
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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
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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
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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
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Everything Posted Online
www.idsos.idaho.gov/elect/clerk/clerkinfo.htm