1. Election Inspector Training 2016 Part 1 This PowerPoint Presentation includes links to the Bureau of Election training video’s (highlighted in blue text). Additional resources include: Election Inspectors’ Guide for Optech Insight, Election Inspectors’ Guide for AutoMARK VAT, the Electronic Pollbook Election Inspector’s User Manual, Board of Canvassers EPB Checklist, an Electronic Poll Book, and Election Inspector Training Points Booklet. 1

2. Equipment at the Polls Optech Insight/paper rolls Ballot Storage Container Voting Stations Supply Box AutoMark Terminal for handicapped/privacy hood/ink E-Pollbook laptop/scanner 2

3. Election Materials at the Polls Flag (inside/outside) Sample Ballots (5) ‘What Every Voter Should Know’ posters (2) Notice to Voters (I.D. requirement in effect) Vote Here, directional & barrier free signage Barrier to separate voting areas from rest of the room Proposal language posters (if applicable) Official Ballots 3

4. Before the Polls Open Report to your precinct at _______ am. (no later than 6:00 am to prepare for opening of the polls at 7:00 am) Clerk/Chairman administers Oath of Office and all inspectors sign Oaths in the Poll Book including the person administering the Oath (Page I ). Managing Your Precinct on Election Day Flipchart – Opening the Polls; Poll Book Oath Pages 4

5. Hands-on Exercise As a precinct group, or in Teams of 2, swear each other in, and SIGN the appropriate Oath in the Poll Book. Inspector #1 swears in the Chairperson by reading the Oath of Office and instructing the Chairperson to repeat after him or her. The Chairperson signs the appropriate Oath section in the Poll Book and Inspector #1 signs attesting to the administration of the Oath. Once sworn in, the Chairperson swears in the remaining members of the board. All inspectors present at the opening of the polls take and sign the oath (chairperson oath vs. inspectors oath). If split boards are used, discuss the supplemental group oath in the Poll Book. Discuss the additional single Oaths of Office that are provided for inspectors who begin their duties after the polls have opened. Poll Book Oath Pages, Pencils 5 H

6. Post-Election Audit details ‘Post-Election Audit Manual’ and ‘Post-Election Audit Worksheet’Post-Election Audit ManualPost-Election Audit Worksheet Post-Election Audit Manual, Worksheet Election Inspectors …. 1)Ensure at least one Republican and one Democrat is appointed to the precinct. 2)Ensure there is an application for every inspector appointed. 3)Verify each election inspector attended a training class. 4)Ensure all inspectors (including the chairperson) subscribed to the Constitutional Oath of Office. 5)Ensure the Oath administrator signed in the appropriate location(s). 6

7. Before the Polls Open Use the checklist beginning on Page 1 of your Poll Book, Preparing and Opening the Polls 7 H

8. Prepare the Polling Place/Inside Establish a proper barrier to separate the voting area from the rest of the room. Arrange workstations to ensure orderly processing, Help Desk opt. Prepare voting stations including one for voters who are handicapped (from a seated position, requires writing surface & secrecy). Verify contents of Precinct Kit and check supplies Post Instruction Ballot Notices, Handicap Signs, Voter ID Requirements, Election Inspector Certificate, Sample ballots (both sides), Proposal Posters if applicable, etc. Be prepared with Audio and Braille Voter Information Prepare a Demonstration area Managing Your Precinct on Election Day Flipchart – Opening the Polls; Poll Book Page 1 8

9. Verify Ballots Unlock Optech bin to remove official ballots. Determine the number of ballots received at the precinct. Verify and record ballot styles, starting and ending ballot numbers in the EPB/Ballot Summary/Section A. Complete Receipt of Election Supplies and Ballots delivered to the precinct, and place Receipt in Envelope #3. 9 Managing Your Precinct on Election Day Flipchart – Opening the Polls; Poll Book Page 1

10. Post Precinct Identifier, Vote Here Signs, etc. Measure and post 100 foot mark Be certain area is clear for handicapped voters Display the flag (may be inside or outside) Prepare the Polling Place/Outside Managing Your Precinct on Election Day Flipchart – Opening the Polls; Poll Book Page 1 10

11. Optech Insight Front View of the Tabulator Paper (Results) Tape Slot Green ‘Ready for Ballots’ Light Public Counter Display Red Power Light Ballot Slot Ballot Platens 11

12. Optech Insight Rear View of the Tabulator Rear Access Lid Override [3] Key Access Hole Keypad Paper Tape Serial No. Memory Pack Door Rear Access Lid Lock & Lid Latch Instructions for replacing thermal paper 12

13. Optech Insight Refer to Election Inspectors’ Guide for Optech Insight Check for Correct Precinct Tabulator, verify serial and seal numbers with Clerk’s Preparation Certificate (Page 3). Election Inspectors’ Guide for Optech Insight – Opening the Polls; Poll Book Page 3 Optech TabulatorAutoMARK 13 H

14. Post-Election Audit details ‘Post-Election Audit Manual’ and ‘Post-Election Audit Worksheet’Post-Election Audit ManualPost-Election Audit Worksheet Post-Election Audit Manual, Worksheet Preparation Certificates …. 1)A completed Clerk’s Preparation Certificate includes SERIAL and SEAL numbers for both the Tabulator and the AutoMark/Terminal. 2)In addition, the precinct number should be included as well as a signature and date PRIOR to the election. 3)Ensure all checkboxes are completed in the Election Inspectors’ Preparation Certificate and that the inspectors signed. 14

15. Optech Insight Refer to Election Inspectors’ Guide for Optech Insight (Feb 2006) Inspect Tabulator Ballot Container – be certain all 3 compartments are empty! Position Tabulator to ensure the secrecy of the ballots and maintain a 10-foot free zone around the tabulator Main Ballot Bin Write-In Ballot Bin Auxiliary Bin Election Inspectors’ Guide for Optech Insight – Opening the Polls 15

16. Optech Insight continued Prepare the Precinct Tabulator, plug in to electrical outlet, verify printed reports: ► First section: ensure tape indicates “All Checksums Reset and Verified”. ► Next, ensure the “Total Ballots Cast” shows 000 (zero), and the proper precinct number has printed! ► Proof the ballot by comparing all offices, candidates, and proposals printed on the “Vote Totals Report” against an official ballot AND an instruction ballot. All vote totals should be 000 (zero)! All inspectors must sign the “Vote Totals Report”. Report should indicate “Polls Open, OK to read ballots”, the green ready light should display on the front of the Tabulator, the Public Count of 000 (zero) should display in the window. Election Inspectors’ Guide for Optech Insight – Opening the Polls 16

17. AutoMARK Refer to Election Inspectors’ Guide for AutoMARK VAT (June 2006) Verify Terminal serial and seal numbers with Clerk’s Preparation Certificate (Page 3). Position Terminal to ensure the secrecy of the ballots, set screen in upright position, adjust the angle, leave 5’ of space for voters to safely navigate around the machine. Print a TEST BALLOT for each ballot style. Election Inspectors’ Guide for AutoMARK VAT– Opening the Polls, Poll Book Page 3 17

18. AutoMARK continued Inspect the Test Ballot, ensure: ► All vote positions appearing on the ballot have been marked. ► Each mark is within the target area of each vote position, and ► The name of each candidate that is over-laid on the ballot is the same as the name that is printed on the ballot! Place Test Ballot(s) in Envelope #3. Press ‘Done’. Turn key to the ‘On’ or middle position. Screen will display “Insert Your Ballot” when ready. Election Inspectors’ Guide for AutoMARK VAT– Opening the Polls 18

19. Electronic Poll Book Refer to Electronic Poll Book Election Inspectors’ User Manual Log into EPB and Encrypted flash drive’s Privacy Zone Assign/create a user name and password for each EPB inspector to use when they log in/out of the EPB. If you have a split precinct, identify the first character of the ballot number with an ‘A’ (for ballots style A), ‘B’, ‘C’, etc. EPB Election Inspectors’ User Manual 19

20. Hands-on Exercise Break into groups, or in Teams of 2, prepare Polling Place to open at 7:00a. Prepare Polling Place (inside and outside: proper barriers, voting booths, signage, lighting, flags) Verify and set out supplies, verify number of ballots Prepare the Precinct Tabulator (using Election Inspectors’ Guide for the Optech Tabulator)Election Inspectors’ Guide for the Optech Tabulator Prepare and Test the AutoMark (using Election Inspectors’ Guide for the AutoMark)Election Inspectors’ Guide for the AutoMark Prepare e-Pollbook for use (EPB Election Inspector’s User Manual, pages 4 - 6)EPB Election Inspector’s User Manual Election Inspectors’ Guide for the Optech Tabulator, Election Inspectors’ Guide for the AutoMark, EPB Inspector’s User Manual, Clerk’s Preparation Certificate, Inspectors’ Preparation Certificate 20

21. Ready to Open Immediately notify the Clerk of any problems! Do not allow voters to use the Terminal or the Tabulator until the official opening of the polls at 7:00 a.m.! Once all steps have been completed, all inspectors must sign the Election Inspectors’ Preparation Certificate (Page 3). The Polls Officially open at 7:00 a.m.! Election Inspectors’ Guide for Optech Insight – Opening the Polls; Election Inspectors’ Guide for AutoMARK VAT– Opening the Polls; Poll Book Page 3 21

22. The Polls Officially open at 7:00 a.m.! “Hear ye, hear ye … the Polls are now open!!” 22

23. E-Pollbook Evaluation 1)Open the EPB Software and verify the encryption password is a strong password and not QVFSecure08. 2)Login to the software using the ADMIN username. Click on Sys Admin and User Administration. Verify additional usernames were created. Post-Election Audit details ‘Post-Election Audit Manual’ and ‘Post-Election Audit Worksheet’Post-Election Audit ManualPost-Election Audit Worksheet Post-Election Audit Manual, Worksheet 3)Plug the encrypted flash drive in and ensure the V-Safe 100 software is listed. Double click on V-Safe 100. Be certain a different password is requested. 4)Request the Password from the local Clerk and enter into the V-Safe 100 pop-up box. Verify the seven files are saved in the election folder. 5)Record the date the epb.zip WinZip file was modified. 23

24. BREAK ! 24

25. What if …. The Tabulator Bin is full ► Inspectors from 2 different political parties should first announce that they are removing the ballots. ► Place the voted ballots into an approved ballot container in the voting area. ► Record action, with time, in the Remarks section of the EPB. NOTE: It is not necessary to seal the container or record the seal numbers – however, this can be done at the clerk’s discretion. 25

26. Closing the Polls Announce “Polls are Closed” at 8:00 pm, and allow any voters standing in line to vote. GOAL is to run through all closing procedures ! ► everyone participates / everyone has a job to do! ► no one sits around waiting for someone else to finish the closing. ► Minimize confusion! ► Accurate, efficient, quick! Election Inspectors’ Guide for Optech Insight – Closing the Polls 26

27. Closing the Polls Interested persons have the right to observe the closing of the polls, the door to the polling place must remain UNLOCKED until your work is complete. Persons observing the closing of the polls may not cross the barrier that separates the voting area from the rest of the room. They must also conduct themselves in an orderly manner. Managing Your Precinct on Election Day Flipchart – Closing the Polls 27

28. Closing the Polls Be certain all ballots are processed. 2 inspectors Check Auxiliary Bin for any unprocessed ballots ► Process or Duplicate (refer to Poll Book Page 61) ► Duplicate Federal Post Card and Electronic MOVE ballots * Remember you should NEVER know whose ballot you are duplicating!! 2 inspectors process all/remainder of Absentee Ballots Poll Book Page 61 Ballots Requiring Duplication 28

29. Hands-on Exercise Break into Teams of 2 (different political parties) and follow the procedures to properly duplicate a Ballot. PB Page 61 Ballots Requiring Duplication; Validity of Ballot Markings Original Ballot 29 H

30. Hands-on Exercise Review and discuss a Properly Duplicated Ballot ….. EPB, Page 61 Ballots Requiring Duplication 1 Original Ballot 1 Correctly Duplicated Ballot DUP 1 30

31. Duplicated Ballots 1)Open the #5 Duplicated Ballots Envelope 2)Attempt to locate the matching duplicate in the voted ballots in the ballot container. Post-Election Audit details ‘Post-Election Audit Manual’ and ‘Post-Election Audit Worksheet’Post-Election Audit ManualPost-Election Audit Worksheet Post-Election Audit Manual, Worksheet 3)Verify the ballots were properly duplicated. 4)Finally, indicate whether any of the duplicated ballots were electronic (MOVE) ballots and they were duplicated properly. NOTE: Do this in a manner which avoids identifying the voter. 31

32. Closing the Polls Once ALL ballots are tabulated …. Compare the Public Counter total to the total number of voters who were issued a ballot according to the poll lists (Poll Book and completed Applications to Vote). Unlock the Rear Access Lid, press ‘Print Totals’, press ‘0’. Review Vote Totals Report, press “Print Totals’ for additional copies (a minimum of 3). All closing inspectors must sign the certification at the end of each copy. Modem unofficial results to the county! Flip Chart – Closing the Polls; Election Inspectors’ Guide for Optech Insight – Closing the Polls Memory Pack Seal Print Totals Button Paper Feed Button Ballot Override #3 Button Override finger hole 32

33. Closing the Polls Inspect Write-in Votes Remove all ballots from Write-in Compartment. Visually inspect each ballot for the presence of valid and invalid write-in votes: ► Determine if the vote is VALID: 1)The vote is for a candidate who has officially DECLARED their intent to seek the position. 2)The vote was cast by completing the corresponding arrow. 3)If a Partisan Primary election, the office and party correspond to the Declaration of Intent. If the valid vote does not create an over-vote/cross-over vote, record the name exactly as it was cast and tally on the Write-in tally page in the Poll Book. If the valid vote causes an over-vote/cross-over vote, do not record or tally it on the Write-in tally page in the Poll Book. Flip Chart – Write-In Candidates; Election Inspectors’ Guide for Optech Insight – Write-In Votes Write-In Ballot Bin 33

34. Note: a write-in vote cast for a candidate whose name is already printed on the ballot under the same office in INVALID! Closing the Polls Inspecting Write-in Votes When reviewing write-in votes: ► If the vote is INVALID, determine if it caused an OVER VOTE. ► If the vote in INVALID, determine if it caused a CROSS-OVER vote. ► In either case, an invalid vote cannot take a vote away from a vote cast for a candidate on the ballot. So, votes cast for the candidate(s) under the office must be MANUALLY added to the total vote – THE TOTALS TAPES MUST BE CORRECTED! Do not Duplicate or re-tabulate the ballot (the polls are closed and the Totals Tapes have already been printed). Managing Your Precinct on Election Day Flipchart – Write-In Candidates; Election Inspectors’ Guide for Optech Insight – Write-In Votes 34

35. Closing the Polls Inspecting Write-in Votes If the vote is VALID, ► Record votes on the Write-in/Statement of Votes page in the Poll Book. ► Names MUST be recorded exactly as cast, including any name variations or misspellings preserved. ► Use tally marks ► Indicate Total for each variation in the column to the far right. ► Check-off ‘Counted or tallied all valid write-in votes…’ on page 63 in the Certificate of Election Inspectors in the Poll Book. Managing Your Precinct on Election Day Flipchart – Write-In Candidates; PB Stmt of Votes Page 35

36. Closing the Polls In the Poll Book Indicate any Challenges on the Challenged Voters page in the Poll Book, or indicate there were ‘NONE’. Check-off ‘Recorded all Challenges …’ on page 63 in the Certificate of Election Inspectors in the Poll Book. Complete and separate the Statement of Votes pages: ► Fill-in heading, and total valid write-in votes cast or write ‘NONE’. ► White copy remains in the Poll Book, place in Envelope #1 ► Yellow copy goes in Board of Canvassers Envelope #2 ► Pink copy goes in Local Clerk Envelope #3 ► Attach a signed Vote Totals Tape to each copy (the longest tape attaches to the Local Clerk copy in Envelope #3) ► Include proposal language, if any, in to #1, #2 and #3 envelopes. EPB Challenged Voters, Challenged Procedures, Write-in/Statement of Votes, and Page 62r 36

37. Challenged Ballots ► Ensure the Challenged Voter section of the Poll Book was completed. Post-Election Audit details ‘Post-Election Audit Manual’ and ‘Post-Election Audit Worksheet’Post-Election Audit ManualPost-Election Audit Worksheet Post-Election Audit Manual, Worksheet Statement of Votes ► Ensure the Tabulator Tape attached to the Statement of Votes was signed by all election inspectors. 37

38. Closing the Polls In the Poll Book Complete page 62 in the Poll Book: balance the number of voters, applications to vote, and the number on the Public Counter + Provisional Envelope Ballots. ► If there are multiple ballot styles, indicate the above numbers for each ballot style. PB Challenged Voters, Challenged Procedures, Write-in/Statement of Votes, and Page 62r 38

39. Closing the Polls Electronic Poll Book Tasks Computer operator completes the BALLOT SUMMARY documenting the total number of ballots assigned to the precinct and how each ballot was used. Throughout the day, the EPB software tracks spoiled (F), rejected (G) and Provisional ‘envelope’ (I) ballots. The remaining ballot types must be inputted by the user and the EPB software will calculate and balance the Ballot Summary! NOTE: If there are multiple ballot styles, indicate the letter in #3 ‘Style’ AND the first character of the ballot number. EPB Election Inspectors’ User Manual – Election Day Close of Polls 39

40. Closing the Polls Electronic Poll Book Tasks 40 H

41. Ballot Summary ► Ensure the Ballot Summary is completed, balanced, and totals are accurate. Post-Election Audit details ‘Post-Election Audit Manual’ and ‘Post-Election Audit Worksheet’Post-Election Audit ManualPost-Election Audit Worksheet Post-Election Audit Manual, Worksheet ► Ensure the total number of spoiled, affidavit, envelope, challenged and AV ballots (if applicable) listed in the Ballot Summary are also listed individually in the list of voters. ► “DIFFERENCE” should always be ZERO! 41

42. Closing the Polls Electronic Poll Book Tasks continued … Computer operator creates the following reports and saves them on the Memory Stick: ► List of Voters ► Remarks Report ► Ballot Summary Additionally, if a printer is available in the precinct, computer operator should print these reports on 3-holed punched paper (or use 3-hole punch after printing report). After all reports are saved, save the Voter History to the Memory Stick. EPB Election Inspectors’ User Manual – Election Day Close of Polls 42

43. Closing the Polls Page 63 in the Poll Book Complete the Certificate of Election Inspectors on page 63 in the Poll Book. ► Check that each step has been completed. ► Place the sealed #4, #5 and #9 envelopes into the approved ballot container with the used and unused ballots. ► Record seal numbers of ALL ballot containers. Poll Book Page 63 9078690787 91245 43 H

44. Closing the Polls Page 63 in the Poll Book ► If removing the Memory Pack from the Tabulator, seal it into an approved chamber bag, record seal number. ► The 2 election inspectors who sealed and verified the sealing of the ballot containers must SIGN. ► All closing election inspectors SIGN (Chairman include phone number!). ► Disburse pages to appropriate envelopes. Poll Book Page 63 9078690787 91245 628745 SignatureSignature (different party) Signature Chairman Signature 269.961.8646 August 2 2016 44

45. Election Inspectors’ Certificate ► Ensure all checkboxes are completed in the Election Inspectors’ Certificate and that the inspectors signed. Post-Election Audit details ‘Post-Election Audit Manual’ and ‘Post-Election Audit Worksheet’Post-Election Audit ManualPost-Election Audit Worksheet Post-Election Audit Manual, Worksheet ► Ensure the ballot container seal number is properly recorded. ► Ensure the program container seal number is properly recorded, if removed. ► Ensure inspectors of different political parties signed the seal certification. 45

46. Securing Ballots / Materials Securing ballots and information in envelopes: ► In approved Ballot Container seal voted and unvoted ballots, the #4 Spoiled Ballot envelope, the #5 Ballots used for Duplicating envelope, and the #9 Defective Ballot envelope. Complete certificate. ► In #1 County Clerk Envelope include small ‘Totals Tape’ and Poll Book (also include Precinct Delegate’s Elected when applicable). ► In #2 Board of Canvasser Envelope include small ‘Totals Tape’ and yellow copies of the ‘Write-in/Statement of Votes’ page and Pages 62 and 63. ► In #3 Local Clerk Envelope include long ‘Totals Tape’, pink copies of the ‘Write-in/Statement of Votes’ page and Pages 62 and 63, ► All Applications to Vote, Election Day change of address notices, ► Authorization to Cancel Registration forms, and voter registration applications. Poll Book page 64– Final Checklist 46 H

47. Securing Ballots / Materials Securing ballots and information in envelopes: ► In #10 Absent Voter Envelope include absent voter envelopes and top portion of applications. ► In #11 Provisional Envelope Ballots Envelope include sealed individual provisional envelope. ► In the EPB, place the 1)Printed hole-punched ‘List of Voters’ report behind the ‘List of Voters’ tab. 2)Printed hole-punched ‘Remarks’ report behind the ‘Remarks and Challenges’ tab. 3)Printed hole-punched ‘Ballot Summary’ report in the ‘Certificate/Ballot Summary’ tab immediately AFTER page 62. 4)Place the QVF AV List behind the ‘AV Voters’ tab. Remove all pages from the notebook and fasten with 2 brass fasteners or rings, and Place in #1 County Clerk Envelope. Poll Book – Final Checklist Note: If a Receiving Board will be printing your reports, be certain all materials are SEALED BEFORE LEAVING THE POLLS! 47

48. Properly Seal Ballot Containers VIEW BoE video: ‘Election Day Closing Procedures: Sealing Ballot Containers’ OR … Refer to Sealing Procedures in your Poll Book immediately following your ‘Final Checklist’.Election Day Closing Procedures: Sealing Ballot Containers Each precinct must be staffed with at least 2 election inspectors (1 Republican; 1 Democrat) who have been fully trained on the use of election seals and are prepared to ensure that all ballot containers are properly sealed after the polls close. Ensure your inspectors Practice, Practice, Practice sealing your particular type of ballot containers with the proper seals. NOTE: Your ballots (and materials) must be properly sealed to insure your precinct is Recountable! Poll Book – Final Check 48

49. Properly Seal Ballot Containers Refer to the following BoE video to properly seal the Ballot Container that YOU use: Two Door Ballot Container Interlocking Zipper Ballot Bag Container Blue Bag with Wheels Ballot Container Metal Cube Ballot Container Plastic Tub Ballot Container Blue Bag Ballot Container Round Metal Can Ballot Container Inappropriate Ballot Container NOTE: Your ballots (and materials) must be properly sealed to insure your precinct is Recountable! Ballot Sealing Videos 49

50. CHECKLIST Page 64 in the Poll Book and Canvassers Checklist Page 64: Check that each step has been completed! Canvassers Checklist: Check that each step has been completed! Double-check, Triple-check …. If your figures balance, and your work is completed properly (all signatures and seal numbers recorded), you will not receive a phone call from the Board of Canvassers! Our GOAL is accuracy and efficiency! ( but hurry up and ‘get ‘er done!’ ) Poll Book Final Checklist; Board of Canvassers Checklist 50 H

51. Hands-on Exercise Ballot Security Inspectors place used and unused ballots into an approved ballot container. Using an approved seal, properly seal the container attaching the completed ballot container certificate inside of a plastic sleeve. Properly Record the seal number(s) in the required locations: Poll Book and Ballot Container Certificate. The process is attested to by two inspectors representing different political parties. Ballot Containers, Seals, Certificate, Plastic Sleeve, Poll Book Page 63, Pen 51

52. Wrap-Up Dismantle/Return the following at the direction of your Clerk. Prom Pack and Computer Memory Stick (must be sealed) EPB Laptop Computer Optech Insight and keys AutoMark Voting Assist Terminal and keys Secured Envelopes #1, #2, #3, #10 and #11 Registration List, if used Secured Ballot Container(s) Voting Stations Time Sheets 52

53. PRE-REQUISITES TO ATTENDING PART 2 ELECTION INSPECTOR TRAINING/CERTIFICATION on June 23, 2016 (A handout is provided ) Complete a new Election Inspector Application for your Local Clerk’s file. View Bureau of Election Training Video’s on-line. Review the Election Inspector Training Points Booklet (November 2015). 53 H

54. ADDITIONAL SPECIALIZED TRAINING Electronic Poll Book … with local clerk Receiving Board … July 26, 2016 Chairperson Training … July 26, 2016 54