Uniformity: The Key to Uniformity: The Key to OUROUR SuccessSuccess

If this happens –

Will we be ready?

1. Ballot Design (One template)

2. Clarity Control (Election Calendar)

3. Clarity Support (Fully Integrated)

4. Logic & Accuracy Testing (Simplified)

5. Election Canvass (Improved)

Uniform Processes to Uniform Processes to Improve the 2008 General Improve the 2008 General

ElectionElection

Ballot DesignBallot Design• County Information Review Form

• Election Directors Input on Design

• 14” Ballot – 2 Sided

• Redesigned Voter Instructions

• Shading added for emphasis

Uniform Ballot design contributes to election

success in NC.

Eric Barcliff

Jennifer Sparks

Bev York

Clarity Clarity ControlControl

What is Clarity Control

• It’s your Election Calendar

• Election deadlines will never be missed again.

The State Board of Elections WILL DO the setup

for you

Key Features of Clarity Control

• Uniformity• Web-based• Auto Alerts • Outlook Connector

Uniformity

• Consistent process state-wide

• Facilitates uniform General Statute compliance

• Provides tool to monitor election readiness for all counties

Web-Based

• Access Control from anywhere there is an Internet connection

• Home• Another

County/Meeting Location

• Vacation

Auto Alert Notifications

Timely Email Reminders of Scheduled Tasks

• Administrators – Can setup auto alerts for every task assigned to themselves as well as to any user.

• Users – Can setup auto alerts for tasks assigned to themselves.

• All – Can setup auto alerts to notify when tasks are scheduled to start or when tasks are overdue.

Setting The Auto Alert

Auto Alert Example

Outlook Connector

Take Advantage of Clarity Features While Using Email

• Allows the user to update tasks and monitor their individual progress via Microsoft Outlook.

• Gives you the ability to synchronize tasks directly from Outlook to Clarity Control.

Outlook Mail

Sync To Control

Outlook Task View

Open Task View

Summary Clarity Control Features and Benefits • Uniformity = Consistent results• Web-Based = Access from any location• Auto Alert = Complete critical tasks timely• Connector = Access Clarity from email

The State Board of Elections will do the setup for YOU! The DET’s are ready to assist you in your efforts.

Clarity Control Election Calendar contributes to election success in NC.

HELP!

Getting the help you need, When you need it…

Clarity Clarity SupportSupport

Prepared by:

Laura Dell. DET District 4

Travis Leach. DET District 6

Doyle Alley, Election Support

HELP!

Key Topics For Review Introduction

Adding Link to Favorites

Logging in

Creating an Incident

Creating user accounts

HELP!

Introduction

HELP!

Adding Link to Favorites

Click on the plus star icon on your

browser tool bar

Then select Add to Favorites

HELP!

Logging inStart here

HELP!

Creating an Incident

1. From Project Home page-Select Create

Incident tab

HELP!

Creating an Incident2. Enter a brief description in Title

field

HELP!

Creating an Incident3. Each field with red lettering is

mandatory

HELP!

New Instant Escalation New

Creating an Incident

4. In the Status field -

select Escalated5. Click Save

HELP!

Creating an IncidentOptional: Verify Escalation-via History tab

HELP!

Creating user accounts

1. From Project Home page -select

Administration tab

2. Click to reveal Project tab and

select

HELP!

Creating user accounts

3. Select Add Agents

HELP!

Creating user accounts

5. Enter Password

4. Add user info

6. Save

HELP!

Clarity Support

Your FIRST CHOICE to request support assistance from SBE

or from your DET

Getting the help you need, When you need it…

HELP!Clarity Support

contributes to election success in NC.

Sherwood BrantleyKaren Brinson

Brooks Garrett-Jones

Logic & Logic & AccuracyAccuracy

Why Have L&A Testing?Why Have L&A Testing?

8 NCAC 4.0307… “The CBE shall test or cause to be tested each voting system or unit that will be used in the election to ensure that the system is operating properly and has been programmed to count votes accurately.”

Need for Uniformity in L&A TestingNeed for Uniformity in L&A Testing Consistency: Like equipment should be tested in the same manner

Accuracy: Pre-determined, planned testing verifies accuracy of equipment

Confidence: Equipment is ready to do the job

Uniformity in L&A Testing is OUR verifiable paper trail!

The L&A ProcessThe L&A Process

1st: Plan and prepare test scripts and equipment – start ASAP

2nd: Conduct testing and compare with expected results

3rd: Accumulate results for all tested polling locations and

equipment

4th: Read results into ERM and verify totals are correct

5th: Upload to ENR and confirm with SBE

6th: Prepare equipment and materials for Election use

Components of a Test ScriptComponents of a Test Script• Test scripts should be written before testing is performed.

• Scripts must be compared to final results.

• Every candidate and/or question for all ballot styles must be tested.

• Additional votes must be scripted such that candidates and/or questions have unique vote totals.

Example: 5 candidate contest… cast votes in the following variation

Candidate A – 5 Candidate D – 2

Candidate B – 4 Candidate E -- 1

Candidate C – 3

Components of a Test ScriptComponents of a Test Script• Additionally test:

o Blank ballots o Ballots containing overvoted and undervoted contestso Ballots containing write-inso Ballots containing straight party and crossover votes

Creating a Test ScriptCreating a Test Script

• The SBE is in the process of generating a uniform test script that all counties will be able to utilize.

• A uniform test script ensures that minimum test script standards are met statewide.

AutoMark and M100AutoMark and M100• No significant changes are being made to the L&A documents for the AutoMark or M100.

• Updated editions of these documents will be available in the coming weeks.

Changes to iVotronic L&A TestingChanges to iVotronic L&A TestingGOAL: To create more effective yet efficient testing of the iVotronic voting machines.

1) Procedures for Testing Ballot Coding

2) Procedures for Testing Equipment

Funcitionality

Changes to iVotronic L&A TestingChanges to iVotronic L&A Testing

Procedures for Testing the Ballot Coding

•These procedures must be completed on AT LEAST ONE voting machine per polling place.

•The ADA designated voting machine may be used for these procedures

o Ballot must be listened to in its entirety to ensure that all pronunciation is correct and audio matches voter touch commands. o At least one ballot outlined by the pre-determined test script must be voted on the ADA designated voting machine.

Changes to iVotronic L&A TestingChanges to iVotronic L&A Testing

Procedures for Testing the Ballot Coding (cont.)

• Alternative: One-Stop and Transfero Procedures may be distributed among all equipment.

Example:

20 precincts, 5 voting machines assigned to the One-Stop site

Test 4 precincts per machine

Changes to iVotronic L&A TestingChanges to iVotronic L&A TestingProcedures for Testing the Equipment Funcitionality

• At minimum, these procedures must be completed on ALL voting machines per polling place.

• Once one machine per polling place has been tested in full, cast one test vote rotating through the test script on all remaining machines assigned to that polling place.

• Complete steps of iVotronic Check Log, including:o Settingso Opening and closingo Clear & Test

 

Changes to Test Results ReportingChanges to Test Results ReportingProcedures for Reporting Test Results

• Testing media for all polling locations and tested equipment must be processed through the ERM software module and then uploaded to the ENR site.

• Verify that results are accurate and correct between the results tape, ERM and ENR.

• Test results must be reported no later than 10 business days prior to the election date.

• Procedures outline steps for “zeroing” out the modules and uploading testing results.

• Uniformity • Follow scripts exactly• Use the checklists• Dedicate time for testing• Document everything

Keys to L&A TestingKeys to L&A Testing

SATURDAY, NOVEMBER 15, 2008

Thorough Logic & Accuracy Testing

contributes to successful North Carolina elections.

Rosemary Blizzard, DET District 7Kathie Cooper, DET District 2

Election Election CanvassCanvass

Why Audit?

Required & necessary function – in order to complete the canvass

To insure integrity of the election – what happened on Election Day?

Determine accuracy of voter history, ballots cast and official results – establishing the election record.

Pre – Election Day Audits• Distributing ballots and supplies.

• By mail absentees including applications received.

• Ballots returned approved and disapproved by the board.

• Onestop Absentee Voting – daily tracking at each site and summary totals

ELECTION AUDITS

Election Day Audits (before 7:30 pm)• Voter counts vs. machine counts throughout the day

• Machine totals vs. ATVs/Pollbooks

Election Day Audits (after 7:30 pm)• Collect and secure election media

• ERM reports vs. ENR display

ELECTION AUDITS

Post-Canvass Audits• Voter history – complete by state canvass (counties with special circumstances should notify SBE)

• Sort voting data by voting tabulation districts

• Pay pollworkers…or not

Pre-Canvass Audits• Checking ballot accounting forms

• Returning and securing voting equipment

• Comparing Unity and ENR totals

• Number of voters against number of ballots cast (explain differences)

• Process & count provisional ballots

• Sample hand-to-eye count

The Auditing Process

Some things to keep in mind:

You DO have to be…. PREPARED, ORGANIZED, THOROUGH, and sometimes PERSISTANT!

You DO NOT have to be an accountant!

SAMPLES Onestop

Daily Tracking (M100)

Onestop Daily Tracking (Ivo)

Precinct Audit Sheets (Individual)

Election Night Tracking Form

Precinct Audit Sheet (Summary format)

Need Help With the Paperwork?

The CD you received for this seminar contains the samples of the forms used to conduct Onestop and

precinct audits as well as a copy of this presentation.

You may also find these forms as part of the Precinct Uniformity Project at the following website:

ftp://www.app.sboe.state.nc.us/

Adapt to meet your specific needs.

The Canvass Meeting 11 am - the tenth day following the general election. This public meeting is used “to complete the

canvass.” All audit materials and findings should be presented

to the board for their review and before certifying the final results.

If a contest has an ongoing protest or complaint, DO NOT certify that contest.

Check and re-check contest totals before having board sign official canvass abstracts or uploading to ENR.

SATURDAY, NOVEMBER 15, 2008

Candidates say NC Audits sound.

2ND place finisher concedes!

Presented by:

Keith Long

Brooks Garrett-Jones

Eric Barcliff

Doyle Alley

Karen Brinson

Kathie Cooper

Laura Dell

Jennifer Sparks

Sherwood Brantley

Travis Leach

Rosemary Blizzard

Bev York