1. © Copyright 2002 TEM Consulting, LP - All Rights Reserved Presentation To GTRI Voting Technology WorkshopRev – 05/31/02 - HSB GTRI Future of Voting Technology in a Networked Environment Workshop - Voting Equipment Standards Stephen Berger TEM Consulting (512) 864-3365 stephen.berger@ieee.org

2. © Copyright 2002 TEM Consulting, LP - All Rights Reserved Presentation To GTRI Voting Technology WorkshopRev – 05/31/02 - HSB  1975 Joint Technical Report by National Bureau of Standards (now the National Institute of Standards and Technology) and the Office of the Federal Elections  1984 FEC began the development of standards  1990 First federal voting equipment standards produced by FEC

3. © Copyright 2002 TEM Consulting, LP - All Rights Reserved Presentation To GTRI Voting Technology WorkshopRev – 05/31/02 - HSB  1994 NASED initiates national testing program through ITA’s  1997 FEC Begins Revision Effort  June 2001 IEEE P1583 initiated  May 2002 FEC Revised Standards Approved

4. © Copyright 2002 TEM Consulting, LP - All Rights Reserved Presentation To GTRI Voting Technology WorkshopRev – 05/31/02 - HSB Organization of Revised FEC Standards  Volume 1 – Requirements  Volume 2 - Tests

5. © Copyright 2002 TEM Consulting, LP - All Rights Reserved Presentation To GTRI Voting Technology WorkshopRev – 05/31/02 - HSB Overview of the Revised FEC Standards Volume 1 1.Introduction, Objectives & History 2.Overview of Qualification Tests 3.Hardware Standards 4.Software Standards 5.Telecommunications Standards 6.Security Standards

6. © Copyright 2002 TEM Consulting, LP - All Rights Reserved Presentation To GTRI Voting Technology WorkshopRev – 05/31/02 - HSB Overview of the Revised FEC Standards Volume 1 7.Quality Assurance 8.Configuration Management 9.Overview of Qualification Tests A.Glossary B.Applicable Documents C.Usability

7. © Copyright 2002 TEM Consulting, LP - All Rights Reserved Presentation To GTRI Voting Technology WorkshopRev – 05/31/02 - HSB Overview of the Revised FEC Standards Volume 2 1.Introduction 2.Technical Data Package 3.Functionality Testing 4.Hardware Testing 5.Software Testing 6.System Integration Testing 7.Configuration Management & QA

8. © Copyright 2002 TEM Consulting, LP - All Rights Reserved Presentation To GTRI Voting Technology WorkshopRev – 05/31/02 - HSB Overview of the Revised FEC Standards Volume 2 A.Qualification Test Plan B.Qualification Test Report C.Qualification Test Design Criteria

9. © Copyright 2002 TEM Consulting, LP - All Rights Reserved Presentation To GTRI Voting Technology WorkshopRev – 05/31/02 - HSB FEC Revision Focus Issues Primary purpose unchanged from 1990 – To assure the integrity of the computerized voting system. Organized to provide technology independent requirements rather than technology specific requirements of 1990

10. © Copyright 2002 TEM Consulting, LP - All Rights Reserved Presentation To GTRI Voting Technology WorkshopRev – 05/31/02 - HSB FEC Revision Revised Performance Features  Election Management Functions  Feedback to Voter  Accessibility  Audit Trails  Telecommunications  Broadcasting of Unofficial Results

11. © Copyright 2002 TEM Consulting, LP - All Rights Reserved Presentation To GTRI Voting Technology WorkshopRev – 05/31/02 - HSB FEC Revision Revised Test Features  Expanded Testing Standards  Staging of Test Process  Refined Testing of Modified, Previously Qualified System  Vendor Documentation Requirements  Telecommunications  Broadcasting of Unofficial Results

12. © Copyright 2002 TEM Consulting, LP - All Rights Reserved Presentation To GTRI Voting Technology WorkshopRev – 05/31/02 - HSB FEC Revision Revised Organizational Features  Multiple Volumes  Clear Identification of Requirements & Recommendations  Usability  Inclusion of Test Procedure Details

13. © Copyright 2002 TEM Consulting, LP - All Rights Reserved Presentation To GTRI Voting Technology WorkshopRev – 05/31/02 - HSB FEC Revision Issues Not Addressed  Administrative Functions  Integration of Voter Registration System  COTS  Internet Voting  Human vs System Error Rate

14. © Copyright 2002 TEM Consulting, LP - All Rights Reserved Presentation To GTRI Voting Technology WorkshopRev – 05/31/02 - HSB IEEE Standards Association Voting Standard - IEEE SCC 38 & P1583

15. © Copyright 2002 TEM Consulting, LP - All Rights Reserved Presentation To GTRI Voting Technology WorkshopRev – 05/31/02 - HSB Progress Over 150 Working Group members IEEE Societies participating Computer Control Systems Reliability Electromagnetic Compatibility Engineering Management Social Implications of Technology Professional Communications

16. © Copyright 2002 TEM Consulting, LP - All Rights Reserved Presentation To GTRI Voting Technology WorkshopRev – 05/31/02 - HSB Progress Non-IEEE Organizations Participating National Association of Radio and Telecommunications Engineers Association of Access Engineering Specialists Human Factors and Ergonomics Society ASTM International (formerly American Society for Testing and Materials) Information Systems Security Association International Committee on Systems Engineering US Architectural and Transportation Barriers Compliance Board Federal Election Commission National Association of State Election Directors

17. © Copyright 2002 TEM Consulting, LP - All Rights Reserved Presentation To GTRI Voting Technology WorkshopRev – 05/31/02 - HSB Meetings Meetings approximately every other months with intermediate conference calls April 30 – Atlanta, Ga. Georgia Tech hosting June 20 – Kansas City, Kn. International Association of County Recorders, Election Officials and Treasurers hosting Sept. 9-10 – New York, NY New York Section & National Academy of Science hosting