1. Idaho Procedures M100 OPTICAL SCAN PRECINCT 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 PCMCIA election definition and results cards must be secured at all times.  Counties must develop written security procedures  Operate in teams  Sign off forms

4. 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.

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 - 50 ballots

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

7. Diagram Ballot Flow  To the polls  To M100  Absentee ballots  Return to County  To Write-in Board  Duplications – Central Count  Accessible and Secure Storage

8. 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

9. 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

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  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

12. 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

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. 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

16. 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

17. 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

18. PRE-ELECTION PROCEDURES  Election Definition Programming  AutoMARK and Audio Ballots  Deadlines and Delivery  Order backup PCMCIA card  Develop a vendor timeline & sign-off  Logic and Accuracy Test

19. 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

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  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

22. 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.

23. 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.

24. 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.

25. 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.

26. 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

27. 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

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

29. 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

30. 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

31. 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