1. Idaho Procedures M650 GREEN LIGHT OPTICAL SCAN TABULATOR

2. 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

3. 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

4. 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.

5. 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

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

7. 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

8. 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

9. 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.

10. 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.

11. 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

12. 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

13. 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

14. 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

15. 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

16. PRE-ELECTION PROCEDURES  Preventative Maintenance and Calibration by ES&S  Maintenance Documentation  Detail All Services  Ballot Image Reports  Spread Sheet

17. 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

18. 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

19. 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

20. 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

21. 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

22. 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.

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

24. 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

25. 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

26. “Unofficial Election Results”  Election Night Public Reports  Report “Unofficial Election Results” to the Secretary of State Election Night

27. 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

28. 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

29. 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