Hart contract in plain text part 7: Statement of Work - Attachment 4

["Pete Klammer" <pklammer@xxxxxxxxxxx>]

Statement of Work - Attachment 4

http://coloradovoter.net/contracts/20040422/SOW%20-%20Attachment%204.pdf

[Page 13 is a table, not sure whether this plain text fairly represents it.]

EXHIBIT B
Attachment 4
BN Training Plan_0411041.doc Page 1
Hart InterCivic, Inc.
Hart InterCivic, Inc.
eSlate Electronic Voting System
Ballot Now System Implementation
Training Plan
Boulder County, Colorado
April 11, 2004
Page 2
Hart InterCivic, Inc.
Ballot Now System Implementation Training Plan
Boulder County, Colorado
Purpose:
The purpose of this document is to provide an outline of the training
program to
be delivered during implementation of the Hart Ballot Now system for Boulder
County, Colorado.
Scope:
This training plan is intended to provide a general but comprehensive
overview of
all facets of the BN implementation training program, with the exception of
focused training that will be developed specifically for system
functionality
associated with custom engineering projects. Training to be delivered with
these
custom engineering projects will be developed as outlined in Attachment 1 of
this
Exhibit.
Organization and Use:
Information in this plan is presented in two sections. Section One contains
descriptions of each of the individual training courses, while Section Two
displays
the Training Planner used to plan training events and the associated
resources
required. The schedule derived from the Training Planner is included in the
preliminary project plan at Attachment 2 of this Exhibit.
BallotNowEVSCourses_Syllabi_rev3.0F4BOULDER.doc Page 3
C Hart InterCivic, Inc.
Ballot Now System
Course Syllabi
The following eSlate course syllabi describe courses offered with the Ballot
Now
implementation for Boulder County, Colorado. Poll worker training will be
conducted with
integrated procedures. Hart InterCivic will supply a template and
consultation for this
process. The attached training plan includes specific course timing and some
flexibility
for poll worker training planning and other training follow-up.
eSlate System Management
and Tasks Course
Estimated Time: 2 hours
Audience: Elections Officials, Elections Specialists
Objectives: This course provides Elections Administrators with an overview
of Hart
Ballot Now Electronic Voting System management, and the benefits of using
the Ballot
Now system. The course includes a brief section on the change management
process,
in order to help administrators successfully manage Hart Ballot Now
implementation and
the change from a legacy system. Administrators will start planning an
election
workflow, using an elections tasks checklist, and planning staff training.
This course also
introduces BOSS, Ballot Now, Rally, and Tally administrative functions and
options.
Administrators will plan user permissions for the software, view audit
reports, and
identify database management issues.
Benefits of the Hart Ballot Now System: The Hart Ballot Now system is simple
to
manage. All software includes audit trail reports. The software is easy to
navigate, as is
the paper ballot itself.
Manuals: eSlate System Management and Tasks Training Manual, software
operations
and training manuals.
Other Materials: Soft copies of all manuals and logs for the implementation,
as
available due to customization.
Modules: 5
Assessment: Intra-office Training Mock Election with performance assessment
rubric.
Teaching Points:
  Getting Started
  Introduction: system overview, benefits to trainees and course objectives
  Hart Ballot Now Data Flowchart
  Course Content Chart
  eSlate Terminology (appendix)
  Change Management
Page 4
C Hart InterCivic, Inc.
Ballot Now System Course Syllabi
eSlate System Management and Tasks Course
  Ballot Now Election- Related Management
  Ballot Now Workflow
  Database Management
  Ballot Now Election-Related Tasks Checklist
  Creating Media
  Planning Ballot Now Training
  Course Descriptions
  Poll worker Training recommendations
  Master Course Design
  Example Training Planner
  Software Administration Tasks
  Software Password Tips
  BOSS
  Ballot Now
  Tally and Rally
  Appendices
  Glossary of Terms
  Equivalent Weights in Paper
  Hart Ballot Now EVS Training Mock Election
  Hart Ballot Now Election Logs Processes
  Labels and Logs (hard and soft copy)
  Assessment
  Performance Assessment: Hart Ballot Now EVS Training Mock Election
  Review
  Q&A
  Evaluation forms
Page 5
C Hart InterCivic, Inc.
BOSS Operator Training
Course
Estimated Time: 2 days
Audience: BOSS Data Entry Specialists, Elections Officials
Objectives: This course introduces the Ballot Origination Software System
(BOSS)
application and takes trainees through the steps for setting up the ballot.
Trainees will
create a BOSS database, set up jurisdiction information, define contests,
create audio,
generate and proof from reports, format the ballot, write to media, and
perform import
and export functions as appropriate for local needs.
Benefits of BOSS: BOSS requires only data entry and menu selections to
"program" an
election. No software programming is required. Furthermore, operators may
use copy,
paste, and importing shortcuts to make the process even simpler. There is no
need to
rebuild databases once generic election databases are created. Databases can
be
copied forward and modified for future elections.
Manuals: BOSS Operations Manual, BOSS Training Manual
Other Materials: BOSS Training Election Organization outline as reference
for
exercises
Modules: 1-6
Assessment: Intra-office Training Mock Election with performance assessment
rubric.
Page 6
C Hart InterCivic, Inc.
Ballot Now System Course Syllabi
BOSS Operator Training Course
Teaching Points:
  Module 1: Getting Started
  System Overview, Benefits to Trainees, and Course Objectives
  Hart Ballot Now data flowchart
  The BOSS window
  BOSS database management
  BOSS menus and field limits
  User Permissions
  BOSS Sequential Steps
  Creating and Opening a BOSS database
  Deleting a BOSS database (See exercise 4.7)
  Module 2: Activities in the Jurisdiction Window
  Jurisdiction Tab Definitions
  Precincts Tab Definitions
  Districts Tab Definitions
  Contests Tab Definitions
  Precinct-Level Contests Tab Definitions, if applicable to implementation
  Polling Places Tab Definitions
  Rotation Tab Definitions
  Module 3: Activities in the Active Contests Window
  Contest Types
  Editing Active Contests/Contest Details
  Deactivating/Activating Contests
  Moving Contests
  Forcing Contest Positions
  Adding/Deleting Options
  Moving Options
  Adding/Deleting Candidate Details
  Module 4: Completing the Ballot
  View and print reports for proofreading
  Recording Audio
  Foreign Language Import/Export
  Ballot Formats
  Writing Ballot Media
  Ballot Reports for Election Support
  Finalizing the BOSS database for Tally
Page 7
C Hart InterCivic, Inc.
Ballot Now System Course Syllabi
BOSS Operator Training Course
  Module 5: Import/Export Functions
  Data Import/Export
  Foreign Language Import/Export
  Proofreading after Imports
  Module 6: Creating Demonstration Hart Ballot Now Media (as applicable)
  Creating a demonstration ballot
  Writing Demonstration eSlate media
  Assessment
  Performance Assessment: Hart Ballot Now EVS Training Mock Election
  Appendices/Review;
  Appendices
  Q&A
Page 8
C Hart InterCivic, Inc.
Ballot Now Operator Training
Course
Estimated Time: 1 day
Audience: Ballot Now Specialists, Elections Officials, Resolution Team
Members
Objectives: In this course the trainee will create paper ballots using
BOSST-generated
MBBs. The trainee will also scan voted paper ballots through the Ballot Now
scanner,
resolve unresolved ballots, write the scanned cast vote records back to the
original
election MBB, and prepare the cast vote record for Tally vote-tabulating
software.
Benefits of Ballot Now: Ballot Now integrates fully with the eSlate
in-person voting
system. Ballot Now uses PC technology that is simple to operate, and
requires no
programming. Ballot Now allows for printing, scanning, and resolving
ballots. Ballot
Now ballots include bar codes for precinct and serial number identification,
obviating the
need to sort ballots prior to scanning and preventing the same ballot from
being scanned
more than once. Ballots that need resolution are not out-stacked, but
resolved on the PC
by reviewing ballot images. The original ballot is not altered in order to
resolve it, and it
is always available in its original form.
Manuals: Ballot Now Operations Manual, Ballot Now Training Manual
Modules: 1-6
Assessment: Intra-office Training Mock Election with performance assessment
rubric.
Teaching Points:
  Module 1: Getting Started
  System Overview and Benefits to Trainees, and Course Objectives
  Hart Ballot Now data flowchart
  Database Management
  MBB Management
  Ballot Now menus and field limits
  User Permissions
  Program Options
  Sequential Steps
  Module 2: Printing
  Pre-Printing Setup
  Print Selection Types
  Previewing and Printing Ballots
  Printing a "Printed Ballots By Precinct Report"
  Module 3: Scanning Ballots
  Program Options/Scanner Setup tab
  Grouping Ballots into Batches
  Loading Pages into the Scanner
  Scanning Ballots
  Printing a "Scan Batch Report"
Page 9
C Hart InterCivic, Inc.
Ballot Now System Course Syllabi
Ballot Now Operator Training Course
  Module 4: Resolving Ballots
  Defining "certified" write-in names, as applicable
  Enabling Free Form Write-ins, as applicable
  Resolving Unresolved Ballots
  Module 5: Writing CVRs and Preparing for Tabulation
  Scan Batch and Ballot Management
  Writing CVRs to an MBB
  Printing Audit Trail reports
  Exporting a Report to a file
  Closing an election database
  Backing up the database to CD
  Deleting an election database
  Scan Batch and Ballot Management
  Writing CVRs to an MBB
  Printing Audit Trail reports
  Exporting a Report to a file
  Closing an election database
  Backing up the database to CD
  Deleting an election database
  Module 6: Ballot Now Processes
  Sample Ballot Now Process
  Ballot Now Procedures
  Ballot Now Workflow
  Ballot Now PC setup
  Assessment
  Performance Assessment: Hart Ballot Now EVS Training Mock Election
  Appendices/Review
  Appendices;
  Review
Page 10
C Hart InterCivic, Inc.
Tally and Rally Operator
Training Course
Estimated Time: 1.5 days
Audience: Tabulation specialists, Elections Officials
Objectives: Trainees will set up Rally and Tally PCs, open Tally and create
a new Tally
database, set Tally options, read MBBs via Rally and Tally, resolve write-in
votes and
provisional ballots, calculate manual vote adjustments, view and print
existing Tally
reports, create customized reports, back up, delete, and restore databases,
import and
export data, and finalize a Tally database.
Benefits of Tally: Tally reads and tabulates the cast votes with speed and
simplicity.
An identified write-in candidate's votes can be input before tabulation
takes place,
making counting votes for those positions automatic. Provisional ballots can
be
automatically included in the count, or not, and can be backed out or added
if
challenged. Test mode tabulations are kept in separate databases from
election mode
databases. Reporting is simple and flexible.
Benefits of Rally: Rally allows for satellite/station collection of election
cast vote data.
This station collection of data enables the elections office to receive cast
vote data via
modem from Rally, into Tally, so that Election Night results may be
tabulated in a timely
manner without waiting for the physical Mobile Ballot Box to be delivered to
a central
location.
Manuals: Tally Operations Manual, Rally Operations Manual, Tally and Rally
Training
Manuals
Modules: 1-7
Assessment: Intra-office Training Mock Election with performance assessment
rubric.
Teaching Points:
  Module 1: Tally and Rally, Getting Started
  System Overview, Benefits to Trainees, and Course Objectives
  Hart Ballot Now data flowchart
  Rally and Tally PC setup
  Tally Window
  Tally Database Management
  Tally Overview
  Tally Menus and Field Limits
  Tally User Permissions
  Review of finalizing the BOSS database for Tally
  Tally Sequential Steps
Page 11
C Hart InterCivic, Inc.
Ballot Now Course Syllabi
Tally and Rally Operator Training Course
  Module 2: Pre-Election Activities
  Creating a new Tally database
  Database Options Configuration
  Database Name/Description
  Setting Date/Time for Reporting and Tabulation
  Select/Open Database
  Adding Identified Write-In Candidates
  Module 3: MBB Processing
  Printing a "Zero Report"
  Reading MBBs
  Tabulating MBBs
  Module 4: Reporting
  Viewing and Printing Reports
  Creating Custom Reports
  Module 5: Resolutions and Adjustments
  Write-in Resolution
  Provisional Ballot Resolution
  Vote Adjustment Wizard
  Module 6: Finalizing the Tally Database and Import/Export Functions
  Backing up the current Tally database
  Finalizing the database
  Restoring the current Tally database to a prior state
  Deleting a Tally database
  Importing a Tally database from another PC
  Importing district update information for reports
  Exporting data from reports
  Exporting vote totals
  Recount procedures in Tally
  Module 7: Rally Management (Optional)
  Rally and Tally User Permissions and relationships
  Tally's Rally Configuration
  Rally Window and Menus
  Rally Options
  Rally Audit Printing
  Opening the Rally application
  Reset the Rally database
  Processing MBBs with Tally and Rally
  Print Reports
  Archiving and Restoring the Rally database
  Assessment
  Performance Assessment: Hart Ballot Now EVS Training Mock Election
  Appendices/Review
  Appendices
  Q&A
Page 12
C Hart InterCivic, Inc.
Rally Station Operator
Training Course
Estimated Time: 2 hours
Audience: Rally station specialists, Elections Officials
Objectives: Trainees will set up the Rally PC, establish connections, open
Rally and log
in, print Zero Reports, read and transfer MBBs, view Rally reports, perform
minor
troubleshooting, and archive the database (optional: reset and restore the
Rally
database).
Benefits of Rally: Rally allows for satellite/station collection of election
cast vote data.
This station collection of data enables the elections office to receive cast
vote data via
modem from Rally, into Tally, so that Election Night results may be
tabulated in a timely
manner without waiting for the physical Mobile Ballot Box to be delivered to
a central
location.
Manuals: Rally Operations and Training Manuals
Modules: 1-2
Assessment: Intra-office Training Mock Election with performance assessment
rubric.
Teaching Points:
  Module 1: Getting Started
  System Overview and Benefits to Trainees, and Course Objectives
  Hart Ballot Now data flowchart
  Rally PC setup
  Rally Window and Menus
  Rally Permissions
  Opening Rally
  Module 2: Election Day Activities
  Printing a Zero Report
  Reading MBBs
  Verifying Data
  Troubleshooting
  Printing Reports
  Archiving the Rally database (optional)
  Resetting and Restoring the Rally database (optional)
  Assessment
  Rally Station Operator Exam
  Performance Assessment: Hart Ballot Now EVS Training Mock Election
  Appendices/Review
  Appendices
  Q&A
6 6 4 6 2 2 6
2 2 2 6 6
2
6 6
8 8 8 8 10 16 24
2 hours 2 days 1 day 1.5 days 2 hours 2 hours 1 day
4 0.5 1 0.66 4 4 1
6 6 8 8 10 8 18
1 1 1 1 1 1 1
0.25 2 1 1.5 0.25 0.25 1
2 16 8 12 2 2 8
3 24 12 18 3 3 12
Number of classroom hours
Time allowed for course
Sessions per day
Number of trainees
Number of sessions
eSlate Training Planner for Boulder County
# of Early Voting Polling Places 3
250
Intra-Office Mock Election2
Logic and Accuracy Testing2
Support/Warehouse Personnel
Tally & Rally Operator
Training Course2
BOSS Operator Training
Course2
Alternate Lead Poll Workers
Course Titles
Details
250
200,000
Paper Ballot Resolution Team Members
Central Office
Substation Rally Operators
Lead Poll Workers
Poll Workers/Clerks
Class size
Number of calendar days
Ballot Now Operator Training
Course2
eSlate System Management &
Tasks Course1
# of Registered Voters (estimate)
# of By-Mail Voters (last election)
Rally Substation Operator
Training Course2
Number of trainer person-hours
26,550
Total Number of Trainees 64
Total Calendar Days of Training Support 10
Follow-up and Integrated Poll Worker
Training Calendar Days 3.75
# of Election Day Polling Places
Total Calendar Days of Coursework
Total Classroom Hours of Training
6.25
50
# of Precincts
This is the eSlate Training Planner.
The table is based on:
An optical-scan implementation
Customized, integrated, poll worker training using existing local procedures
No more than two software course trainees per available PC
Central Office Staff of up to 8
Support Staff of up to 8
Miscellaneous temporary and part-time staff
Note: The Intra-office Training Mock Election is intended as an in-house
practice applying the skills learned in training. It is "round-trip" of
the system.
eSlate_TrainingPlannerrev30Boulder_4.12.04BN.xls