Idaho Procedures

M100 OPTICAL SCAN PRECINCT 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 PCMCIA election definition and results cards must be secured at all times.

Counties must develop written security procedures

Operate in teams Sign off forms

Certified System Software M100 version 5.2.1.0 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 - 50 ballots

Plan

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

Diagram Ballot Flow

To the polls To M100 Absentee ballots Return to County To Write-in Board Duplications – Central Count Accessible and Secure Storage

Tabulation Plan

Receiving ballots Ballot preparation of folded absentee

ballots returned to the polls Duplication of blank ballots or

damaged ballots - central count Storage plan that allows access to

duplications, originals and write-ins in case of a recount

Accumulating Totals

Reporting on a spread sheet Data must be entered from the M100

Poll Report by hand and verified Posting results at the polls “Unofficial Election Results” Secretary of State

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 Detail county procedures for:

Security Ballot flow Voter responses at the Polls Data Transport and Reporting, Accumulation and Backup Secure Storage – Ballots, Data, Reports, M100 Mock Election Recommended

Procedure Training Manual Develop Written Procedures for Staff Security Ballot Flow and PCMCIA cards Testing Poll Worker Training Returning Results and PCMCIA cards 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

Poll Worker Training

Responding to voters when the M100 indicates a blank or over-voted ballot

Closing the polls Printing Results Tapes Tabulating at the polls

Primary Non Partisan Ballots Valid Write-ins

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 Calibration by ES&S Read Heads Maintenance Documentation Detail all services - Spread Sheet Initial State Report and

Certification/Zero Report

PRE-ELECTION PROCEDURES

Election Definition Programming Unity on Line Training AutoMARK and Audio Ballots Deadlines and Delivery Order backup PCMCIA card 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

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 Initial State Report and Certification/Zero

Report Blank Ballots – Voter Response Over-voted Ballots – Voter Response System Messages and Errors Tabulating Write-in Ballots at the Polls Tabulation of Primary Non Partisan Ballots Posting Results Tapes

Initial State Report The Initial State Report confirming the

correct election programming will print automatically when the M100 is powered up.

Poll worker signatures are required to verify the M100 is programmed correctly and working properly at the polls.

Blank Ballots

An audio alert will sound and the display will indicate that a blank ballot was detected and offer the voter two choices, Accept or Return.

Over-voted Ballots The M100 is coded to detect and

notify the voter when it encounters an over-voted ballot.

An audio alert will sound and the display will indicate that an over-voted race or issue was detected and offer the voter two choices, Accept or Return.

System Messages and Errors If a ballot is unable to be processed due to

damage, inappropriate marks or M100 problem, an error message will appear and an audio alert will sound.

If the problem is a ballot issue, spoil the ballot and issue the voter a new ballot.

If the display indicates a system message, instruct the poll worker to contact your election office for assistance.

Machine Failure If an M100 fails at the polls all ballots must

be recounted. Instruct poll workers in the use of the

emergency/auxiliary ballot bin during training.

Recount ballots with another M100 at the election office with backup PCMCIA card

Print a zero report to assure no totals are left in the tabulator memory before testing

Results Accumulation

Spread sheet Tabulating Write-ins at the Polls Primary Non Partisan Ballots Posting Results Tapes Print and Backup

Reports and Spread Sheet Check and Verify

Primary Non Partisan Ballots

Tabulator reports will provide totals for side “A” and side “B” for the non-partisan candidates and issues.

The totals of “A” and “B” sides must be combined manually and written on the tabulator report.

“Unofficial Election Results”

Election Night Public Reports

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

POST-TABULATION

Returning Results Tapes, Ballots and PCMCIA Cards

Returning the M100 and Ballot Box Results Accumulation and Reporting

Verify Write-in Totals Verify Non Partisan Totals

Retain Ballots and All Documentation

BEST PRACTICES

Information Web Site ES&S Portal Web Site The U.S. Election Assistance

Commission Prepare Detailed Plans and

Procedures Incident Contingency Plans ESS Recommended Marking Devices

Everything Posted OnLine

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