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Election Observer
Manual Overview
      Last revised—May 2010
Election Observer
     Manual
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Table of Contents

Election Observer Manual Overview
Observation Basics
Before Voting Takes Place
During Voting
After Voting Takes Place
Forms
Observation Basics
• What Observation Means
• Where Observation Occurs




                      Glossary
Tip
What Observation Means
                                          • Election
• Observe and document only.                Manual
                                            p 25
• Do not discuss politics or wear
  anything political.
• Do not handle any official
  election documents.
• Be courteous and polite.

  Caution: The chief inspector can have
  you removed for any reason.
Tip
Where Observation Occurs
                                                • Election
Prior to Election Day at:                         Manual
                                                  p
• The municipal clerk’s office during the
  absentee voting period.
• Nursing homes and community
  facilities.
On Election Day at the polls:
• During voting.
• After polls close to witness the ballot
  count (open to all citizens).
  Note: Half-day shifts at the polls are also
  encouraged.
Before Voting
• Going to the Polls on Election
  Day
• What to Do Once You Arrive
• Who Else Is Involved
• Who Is Eligible to Vote
• Who Is Not Eligible to Vote
Going to the Polls on Election Day
• Polls open at 7:00 AM. Plan on being
  early.
• Make sure you have the manual.
• Take a notebook and a pen for
  documenting incidents.
• Your cell phones can only be used for
  personal reasons outside the polling
  place (in a hallway, another room…).
• Bring your own:
   – Food
   – Drink
   – Folding chair
What to Do Once You Arrive
• Sign in to get an observer nametag.
• Locate and set-up your spot in the
  designated area for observing.
• Make sure you are able to hear the
  voters.
• Check out the polling place:
   – Traffic flow.
   – Security of ballots.
   – Voting machines.
Who Else Is Involved
•   Chief Election Inspector
•   Poll Workers
•   Greeters
•   Other Election Observers
•   Attorneys from political parties




    Note: You should not act as a greeter –
    you are there to observe.
Who Is Eligible to Vote
A voter must be:
•   18 years old
•   A U.S. Citizen
•   A resident for at least 10 days
•   Registered to vote
Who Is Not Eligible to Vote
• Felons
• A resident for less than 10 days
• Temporary resident with the intent to
  move
• A person under guardianship deemed
  incompetent
• Anyone who has made a bet or wager
  on the election
During Voting
•   Registration at the Polls
•   Verifying Residence
•   The Voting Process at the Polls
•   Absentee Ballots
•   Challenging Voters
•   Reasons for Challenging
•   Electioneering at the Polls
Registration at the Polls
Many errors can happen at the
registration table; this is the
most important area to observe.

• Registrants must fill out a registration
  form and produce an I.D.
    – A Driver’s License must be used for ID, even
      if it has been lost, stolen or suspended.
    – A state issued I.D. or the last four digits of
      the Social Security Number may be used,
      only if the person has never been issued a
      driver’s license.
• Residency must be verified.
Tip
Verifying Residence
•The following documents may be used to verify residence:
                                                                        • Print this
                                                                          slide and
•   Wisconsin Driver’s License                                            take it
•   Wisconsin State ID                                                    with you
•   ID or license issued by a Wisconsin governmental body                 to the
•   Any photo ID card issued by an employer – not a business
    card                                                                  polls.
•   Real estate tax bill or receipt for current or preceding year
•   Residential lease that’s effective for a period covering Election
    Day
•   University, college or technical institute fee card which
    includes a photo
•   University, college or technical institute ID card which includes
    a photo
•   A gas, electric, or telephone utility bill for the period
    beginning no more than 90 days prior to Election Day
•   A bank statement
•   A paycheck
•   A check or other document issued by a unit of government
•   A corroborating witness
The Voting Process at the Polls
• Voter gets in line at the check-in table.
• Once at the table, the voter, not the
  poll worker, states name and address.
• Two poll workers check the voter’s
  name on identical poll lists.
   If the name is …   Then…
   On the list        the voter is issued a voter
                      number and a ballot.
   Not on the list    the individual is sent to the
                      registration table.

 • Voter goes into voting booth and votes,
   then inserts his ballot into the machine.
Absentee Ballots
• Citizens are allowed to vote by mail or at
  the clerk’s office up to 30 days prior to
  Election Day.
• These “absentee” ballots are delivered to
  the polling place (or a central count
  location) on Election Day.
• Poll workers assigned to this:
    – Announce the name of the voter on the
      absentee ballot envelope.
    – Check for a witness’s signature on the
      envelope.
    – Cast the ballot into the voting machine.
• Election observers (that’s you) may also
  challenge these ballots.
Challenging Voters
• Election Observers should call the
  HOTLINE for assistance.
• Observers have the right to challenge
  a voter’s right to vote.
• The challenge must occur before the
  voter is given a ballot.
• Observers must signify to the Chief
  Election Inspector their intent “to
  challenge.”
• It is the Chief Inspector’s job to make a
  decision and conduct the challenge
  process.
Reasons for Challenging
• The challenge must be based on the
  following questions:
   – Are they a citizen of the U.S.?
   – Are they 18 years old?
   – Are they a resident for at least 10 days?
   – Are they a felon who has not had their
     rights restored?
   – Have they been judged incompetent?
   – Have they made a bet or wager?
   – Have they already voted in this election?
Electioneering at the Polls
• The following must be 100+ feet from the
  polling place:
   – Candidates, political supporters, or activists.
   – Distribution of campaign materials or display
     of campaign signs.
• A vehicle with political bumper sticker may
  remain ONLY as long as it takes its owner to
  vote.
• No political discussions may take place
  inside the polls.
• Voters are allowed to wear political
  apparel, but they must leave as soon as they
  finish voting.
After Voting
After the Polls Close
• The polls must close at 8:00 PM,
  unless by court order.
• The chief election inspector will
  position a designated poll worker at
  the end of the line at 8:00 PM.
• Any citizen, including a candidate, is
  allowed into the polling place to
  witness the counting of ballots.
Closing Procedures
• Election observers are asked to witness
  the closing procedures – a crucial part of
  the Election Day.
• This process has many facets – at the first
  sign of trouble call the HOTLINE.
• Tabulators aid the poll workers in counting
  and tallying the votes.
• Numerous forms must be filled out and
  certified.
• Ballots (used and unused) must be
  accounted for, secured, and sealed.
• Documentation of this process must be
  included in your notes.
Final Comment

Congratulations and Thank You!
• Your day is done.
• Make sure you answer the questions
  from the questionnaire at the back of
  the manual directly into your notes.
• Organize and secure all your
  documentation and take it home with you.
• If there is a recall or problem at your
  polling place, you will be called upon for
  your documentation! It is important.
Thank you for your
service to our country
         Last revised—May 2010
Forms
• Official Election Observer
  Manual
• Hotline Data Sheet
• Questionnaire
Hotline Data Sheet
HOTLINE NUMBER: 1 -______ -______ -________

Municipal Clerk: _________________________ Phone: _________________________________

County Clerk: ____________________________ Phone: _________________________________

How the HOTLINE NUMBER works:
        –     This number changes every election. It connects to people who will help you determine what to
              do.
Why you should call:
        –     You should call whenever you see or hear something that is out of the ordinary. Pay attention to
              the contents of this manual and the examples it contains for further guidance.
When you should call:
        –     You may call before the polls open, throughout the day, or after the polls close with any questions
              you have regarding something you have observed during your shift, especially if you have brought
              it to the attention of the Chief Election Inspector and it has not been resolved.
How you should call:
        –     Make sure you bring a cell phone and paper and pen for use during your shift on Election Day. You
              are not allowed to call from inside the polling place itself, so make sure you step out into a hallway
              or outside if necessary. It may be important for you to make your call from a location that is more
              private so as not to be overheard.
You should:
        –     Document the information with the date and time the incident occurred.
        –     Include a description of the person in general and a name if at all possible.
        –     Include a description about the incident itself with the names of any people involved.
        –     Document the steps you may have taken to get it corrected in case there is a problem with the
              polling place or the election in general.




                                                                                      Print this page.
Questionnaire
•   Save your notes until after the election has been certified and there is no chance of a recount. If you feel there are any
    problems as you document your day, call the HOTLINE NUMBER. If you are assigned to the first shift of the day:
    1. Document the county, municipality and wards where you are observing.
    2. Note the date and the time your shift began.
    3. Note the names of any election officials present, including the Chief Election Inspector and the poll
       workers.
    4. Are there any other campaigns or groups present?
    5. Did all election officials agree that the machines present were the proper machines?
    6. Did at least two election officials identify each machine; verify that it was the proper machine; that it
       was in the proper working order and that it was secure?
    7. Did each machine’s vote counting mechanism show a “zero count” (no pre-Election Day votes)?
    8. Did the machines appear to be well kept and in working condition?

•   Observations to be made throughout your shift (remember to include the time and a description of the event or
    situation, and a description or the names of any people involved):
    1. Answer questions 1-4 above.
    2. How many election officials were present in the polling place?
    3. Were there any unauthorized persons in the polling place?
    4. Were there long lines at the polls?
    5. How long was the wait to cast a ballot? Check this at various times throughout the day.
    6. How many voting booths were there?
    7. Did the voting equipment appear to be in good working order?
    8. Are there adequate supplies? (Blank ballots, marking pens, etc.)
    9. Was the polling place handicapped accessible?
    10. Were election instructions posters displayed where they could be easily read?
    11. Is there any campaigning in the polling place?
    12. Do you see any effort to intimidate or interfere with individuals seeking to cast a ballot?
    13. Were you ever barred from observing the voting process?
    14. Are voters who are in the wrong polling place being redirected to the proper one?
    15. Are there any instances where a voter was permitted to vote a regular ballot (not a provisional one)
        even though the voter wasn’t qualified to do so?
    16. Did provisional voters and poll-workers properly complete and sign the certifications on the
        provisional ballot envelope? Are provisional ballots being placed in the provisional ballot
        envelopes, sealed and placed in the separate provisional ballot box or envelope?
    17. Have you observed any voter that voted more than once?
    18. Does anything seem unusual about the polling place?


                                                                                             Print this page.

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Election manual final draft 2

  • 1. Election Observer Manual Overview Last revised—May 2010
  • 3. Tip Navigating Tips • Election Manual p XX How to Make this Work for You •Click anywhere for next slide. Tips •Click underlined links to jump there. include the page •Click on back-arrow for previous slide. in the •Click to return to the Table of Election Contents. Manual where •Click on a tab at any time to jump to you can that section. find the detail about the topic.
  • 4. Table of Contents Election Observer Manual Overview Observation Basics Before Voting Takes Place During Voting After Voting Takes Place Forms
  • 5. Observation Basics • What Observation Means • Where Observation Occurs Glossary
  • 6. Tip What Observation Means • Election • Observe and document only. Manual p 25 • Do not discuss politics or wear anything political. • Do not handle any official election documents. • Be courteous and polite. Caution: The chief inspector can have you removed for any reason.
  • 7. Tip Where Observation Occurs • Election Prior to Election Day at: Manual p • The municipal clerk’s office during the absentee voting period. • Nursing homes and community facilities. On Election Day at the polls: • During voting. • After polls close to witness the ballot count (open to all citizens). Note: Half-day shifts at the polls are also encouraged.
  • 8. Before Voting • Going to the Polls on Election Day • What to Do Once You Arrive • Who Else Is Involved • Who Is Eligible to Vote • Who Is Not Eligible to Vote
  • 9. Going to the Polls on Election Day • Polls open at 7:00 AM. Plan on being early. • Make sure you have the manual. • Take a notebook and a pen for documenting incidents. • Your cell phones can only be used for personal reasons outside the polling place (in a hallway, another room…). • Bring your own: – Food – Drink – Folding chair
  • 10. What to Do Once You Arrive • Sign in to get an observer nametag. • Locate and set-up your spot in the designated area for observing. • Make sure you are able to hear the voters. • Check out the polling place: – Traffic flow. – Security of ballots. – Voting machines.
  • 11. Who Else Is Involved • Chief Election Inspector • Poll Workers • Greeters • Other Election Observers • Attorneys from political parties Note: You should not act as a greeter – you are there to observe.
  • 12. Who Is Eligible to Vote A voter must be: • 18 years old • A U.S. Citizen • A resident for at least 10 days • Registered to vote
  • 13. Who Is Not Eligible to Vote • Felons • A resident for less than 10 days • Temporary resident with the intent to move • A person under guardianship deemed incompetent • Anyone who has made a bet or wager on the election
  • 14. During Voting • Registration at the Polls • Verifying Residence • The Voting Process at the Polls • Absentee Ballots • Challenging Voters • Reasons for Challenging • Electioneering at the Polls
  • 15. Registration at the Polls Many errors can happen at the registration table; this is the most important area to observe. • Registrants must fill out a registration form and produce an I.D. – A Driver’s License must be used for ID, even if it has been lost, stolen or suspended. – A state issued I.D. or the last four digits of the Social Security Number may be used, only if the person has never been issued a driver’s license. • Residency must be verified.
  • 16. Tip Verifying Residence •The following documents may be used to verify residence: • Print this slide and • Wisconsin Driver’s License take it • Wisconsin State ID with you • ID or license issued by a Wisconsin governmental body to the • Any photo ID card issued by an employer – not a business card polls. • Real estate tax bill or receipt for current or preceding year • Residential lease that’s effective for a period covering Election Day • University, college or technical institute fee card which includes a photo • University, college or technical institute ID card which includes a photo • A gas, electric, or telephone utility bill for the period beginning no more than 90 days prior to Election Day • A bank statement • A paycheck • A check or other document issued by a unit of government • A corroborating witness
  • 17. The Voting Process at the Polls • Voter gets in line at the check-in table. • Once at the table, the voter, not the poll worker, states name and address. • Two poll workers check the voter’s name on identical poll lists. If the name is … Then… On the list the voter is issued a voter number and a ballot. Not on the list the individual is sent to the registration table. • Voter goes into voting booth and votes, then inserts his ballot into the machine.
  • 18. Absentee Ballots • Citizens are allowed to vote by mail or at the clerk’s office up to 30 days prior to Election Day. • These “absentee” ballots are delivered to the polling place (or a central count location) on Election Day. • Poll workers assigned to this: – Announce the name of the voter on the absentee ballot envelope. – Check for a witness’s signature on the envelope. – Cast the ballot into the voting machine. • Election observers (that’s you) may also challenge these ballots.
  • 19. Challenging Voters • Election Observers should call the HOTLINE for assistance. • Observers have the right to challenge a voter’s right to vote. • The challenge must occur before the voter is given a ballot. • Observers must signify to the Chief Election Inspector their intent “to challenge.” • It is the Chief Inspector’s job to make a decision and conduct the challenge process.
  • 20. Reasons for Challenging • The challenge must be based on the following questions: – Are they a citizen of the U.S.? – Are they 18 years old? – Are they a resident for at least 10 days? – Are they a felon who has not had their rights restored? – Have they been judged incompetent? – Have they made a bet or wager? – Have they already voted in this election?
  • 21. Electioneering at the Polls • The following must be 100+ feet from the polling place: – Candidates, political supporters, or activists. – Distribution of campaign materials or display of campaign signs. • A vehicle with political bumper sticker may remain ONLY as long as it takes its owner to vote. • No political discussions may take place inside the polls. • Voters are allowed to wear political apparel, but they must leave as soon as they finish voting.
  • 23. After the Polls Close • The polls must close at 8:00 PM, unless by court order. • The chief election inspector will position a designated poll worker at the end of the line at 8:00 PM. • Any citizen, including a candidate, is allowed into the polling place to witness the counting of ballots.
  • 24. Closing Procedures • Election observers are asked to witness the closing procedures – a crucial part of the Election Day. • This process has many facets – at the first sign of trouble call the HOTLINE. • Tabulators aid the poll workers in counting and tallying the votes. • Numerous forms must be filled out and certified. • Ballots (used and unused) must be accounted for, secured, and sealed. • Documentation of this process must be included in your notes.
  • 25. Final Comment Congratulations and Thank You! • Your day is done. • Make sure you answer the questions from the questionnaire at the back of the manual directly into your notes. • Organize and secure all your documentation and take it home with you. • If there is a recall or problem at your polling place, you will be called upon for your documentation! It is important.
  • 26. Thank you for your service to our country Last revised—May 2010
  • 27. Forms • Official Election Observer Manual • Hotline Data Sheet • Questionnaire
  • 28. Hotline Data Sheet HOTLINE NUMBER: 1 -______ -______ -________ Municipal Clerk: _________________________ Phone: _________________________________ County Clerk: ____________________________ Phone: _________________________________ How the HOTLINE NUMBER works: – This number changes every election. It connects to people who will help you determine what to do. Why you should call: – You should call whenever you see or hear something that is out of the ordinary. Pay attention to the contents of this manual and the examples it contains for further guidance. When you should call: – You may call before the polls open, throughout the day, or after the polls close with any questions you have regarding something you have observed during your shift, especially if you have brought it to the attention of the Chief Election Inspector and it has not been resolved. How you should call: – Make sure you bring a cell phone and paper and pen for use during your shift on Election Day. You are not allowed to call from inside the polling place itself, so make sure you step out into a hallway or outside if necessary. It may be important for you to make your call from a location that is more private so as not to be overheard. You should: – Document the information with the date and time the incident occurred. – Include a description of the person in general and a name if at all possible. – Include a description about the incident itself with the names of any people involved. – Document the steps you may have taken to get it corrected in case there is a problem with the polling place or the election in general. Print this page.
  • 29. Questionnaire • Save your notes until after the election has been certified and there is no chance of a recount. If you feel there are any problems as you document your day, call the HOTLINE NUMBER. If you are assigned to the first shift of the day: 1. Document the county, municipality and wards where you are observing. 2. Note the date and the time your shift began. 3. Note the names of any election officials present, including the Chief Election Inspector and the poll workers. 4. Are there any other campaigns or groups present? 5. Did all election officials agree that the machines present were the proper machines? 6. Did at least two election officials identify each machine; verify that it was the proper machine; that it was in the proper working order and that it was secure? 7. Did each machine’s vote counting mechanism show a “zero count” (no pre-Election Day votes)? 8. Did the machines appear to be well kept and in working condition? • Observations to be made throughout your shift (remember to include the time and a description of the event or situation, and a description or the names of any people involved): 1. Answer questions 1-4 above. 2. How many election officials were present in the polling place? 3. Were there any unauthorized persons in the polling place? 4. Were there long lines at the polls? 5. How long was the wait to cast a ballot? Check this at various times throughout the day. 6. How many voting booths were there? 7. Did the voting equipment appear to be in good working order? 8. Are there adequate supplies? (Blank ballots, marking pens, etc.) 9. Was the polling place handicapped accessible? 10. Were election instructions posters displayed where they could be easily read? 11. Is there any campaigning in the polling place? 12. Do you see any effort to intimidate or interfere with individuals seeking to cast a ballot? 13. Were you ever barred from observing the voting process? 14. Are voters who are in the wrong polling place being redirected to the proper one? 15. Are there any instances where a voter was permitted to vote a regular ballot (not a provisional one) even though the voter wasn’t qualified to do so? 16. Did provisional voters and poll-workers properly complete and sign the certifications on the provisional ballot envelope? Are provisional ballots being placed in the provisional ballot envelopes, sealed and placed in the separate provisional ballot box or envelope? 17. Have you observed any voter that voted more than once? 18. Does anything seem unusual about the polling place? Print this page.

Notes de l'éditeur

  1. This stand-alonee-learning is intended be a companion resource to the Official Wisconsin Election Observer Manual, not a replacement for actually reading it! Whether you watch this video before or after you read the manual or both, the better you prepare yourself to exercise your right to be an observer of the election process.
  2. Each Topic is hyperlinked to its corresponding Tab behind which you will find a summary of what you need to know about that aspect of the voting process and your role as an Election Observer in it.
  3. The best way to go through this training is chronologically starting at the top with Basic Knowledge. The Forms section is where you can see and print documents you may need, including the entire Official Election Observer Manual. Click on Observation Basics now.
  4. As an Election Observer, you might be watching and taking notes anywhere in the election process – except the voting booth, of course. From voter registration in a municipal clerk’s office or nursing home, to early absentee voting , to voting in person on Election Day. All these activities benefit by having friendly eyes keeping watch to ensure fairness and justice… Let’s start with an overview by clicking What to Expect now.
  5. It’s not easy to stay comfortable and alert for long periods of time, so take what you need to settle in, take great notes, and keep track of time. There are scenarios where you can use cell phones in the polling place, but only to help with official duties – like making calls to get answers to questions or helping officials take care of problems.Camera use is similar, but remember, when you’re outside you can always document suspicious behavior and vehicles.
  6. Arrive Early…What you do before you even begin can help smooth the way for rest of the day. Your spot in the polling place is important; you must be set-up within a given election observer area in such a way that you can hear voters give their name and address to the poll-worker. Start taking detailed notes about how the room is set-up and get yourself used to taking notes right away – besides,  taking notes helps pass the time.
  7. Expect company. Many people are involved in the voting process. In fact, you may not be the only election observer. Anyone, other than candidates, can stay at a polling place to observe the voting process as long they can read, write, and understand the English language. But each party tries to get official election observers in place to ensure that every election is conducted in a manner that is fair, transparent and accessible to all. A Chief Election Inspector is the poll-worker in charge of a polling place. He or she gives the instructions and has the final say. Only if you see something really questionable should you not cooperate, because the Chief Election Inspector can remove you for cause.Being polite helps everyone stay positive. Make sure if you make suggestions, you do so in a cooperative and respectful way.
  8. It’s just as important to know who is not eligible to vote.
  9. If a driver’s license has been lost or stolen, the voter must call the DMV and get his driver’s license from them.
  10. ADD verbiage about procedure p25
  11. Focus on stress points. So what’s a stress point? For example, you might notice that the Chief Election Inspector is hovering around at a table or a crowd starts to develop – it may be that someone has a question that needs answering, but whatever it is, something unusual is happening. When you see a stress point, try to observe what is going on and take notes. The trick is to focus on the problem from within the area allowed for Election Observers and to not interfere with the process, and always remember to give the Chief Election Inspectors time to try to fix the problem before you raise an issue with them.
  12. There is a specific process for challenging a voter when reasonable cause exists. Always remember your role is NOT as a policeman, it is simply to be a careful witness of election process details. As long as you don’t insert yourself in to the voting process or impede the process, you don’t pose a problem. Your best offense is to have a good relationship with the poll-workers and the Chief Inspector.
  13. “Are they alive?” is an unofficial question, but the assumption is if they show up, they’re good for that one.
  14. In fact, most of the conduct at polling places is routine and easily dealt with. It is when problems occur that your eyewitness observations, detailed notes, and call for Hotline help when needed make the difference.
  15. Many times, decisions made early in the day affect the rest of the day and the integrity of the voting process. During the day, tedium can take its toll – so walk outside from time to time to get some fresh air and note how long it takes people to get in and out of the polling place and whether any electioneers are trying to influence votes within range. Crunch time comes at the end of a long day and mistakes can get made. Your job is done once the last voter leaves and the votes are counted.
  16. Each Topic is hyperlinked to its corresponding Tab behind which you will find a summary of what you need to know about that aspect of the voting process and your role as an Election Observer in it. The best way to go through this training is chronologically starting at the top with Basic Knowledge. The Forms section is where you can see and print documents you may need, including the entire Official Election Observer Manual. Click on Basic Knowledge now.