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HomeMy WebLinkAboutFY 2021 Budget Presentation (Office of the County Clerk) Jade K. Fountain-Tanigawa County Clerk Scott K. Sato Deputy County Clerk Lyndon M. Yoshioka Elections Administrator COUNTY OF KAUA‘I Office of the County Clerk Council Services Division Elections Division 2021 Budget Presentation Submitted to Council: March 13, 2020 Departmental Budget Review: April 7, 2020 Fiscal Year 2020-2021 Budget Presentation Page 1 OFFICE OF THE COUNTY CLERK COUNCIL SERVICES DIVISION Mission To efficiently, accurately, and respectfully provide the public (general public, County Administration, and other agencies) and the Kaua‘i County Council with the staff support and assistance required to carry out the Legislative function of the County of Kaua‘i. Goals & Objectives The Council Services Division provides support services to the Count y Council, and consists of four (4) sections – Research, Records Management, Support Services (Clerical), and Support Services (Secretarial Assistants). Division Goals: 1. To recognize that all members of our staff are valued and the contributions that each employee makes, strengthens our organization and helps to carry out our mission of delivering efficient public service. 2. To treat everyone that comes into contact with the Council Services Division with respect, while recognizing the importance of providing exceptional customer service. 3. To efficiently and effectively provide staff and support services to the Kaua‘i County Council in the preparation of Council and Committee Meetings, and to perform the necessary follow-up work as required. 4. To provide information and related documents on legislative and/or County matters when requested by the public. If information cannot be delivered within the time frame requested, a response to the request shall be provided no later than the time frame established pursuant to the provisions of the Uniform Information Practices Act (UIPA). Section Summary: 1. Records Management. To maintain records of the Legislative Branch, including legal documents and operational records of the County. To file documents of the County Council and the Office of the County Clerk and retrieve records requested by the Council, the Administration, the public, and other agencies. (The Records Management Section is not the county-wide repository of all county records.) Fiscal Year 2020-2021 Budget Presentation Page 2 Goals: a. Provide records-related assistance to the Kaua‘i County Council, staff of the Office of the County Clerk, the County Administration, the public, and other agencies in a timely manner. b. Continue indexing/scanning system to allow for easier retrieval and to ensure that the records kept are protected. c. Process documents received in a timely manner. Objectives: a. Maintain the current database indexing system in Microsoft Access. b. Maintain the current electronic filing system on Laserfiche. c. Continue the computerization of the indexing system for selected records series. d. Continue the scanning, verifying, and indexing of selected records series. e. Continue the digitization project by verifying, separating, and indexing the vendor-scanned documents. f. Fulfill records requests on a priority basis within ten days after the request is received, with “ASAP” requests being researched immediately. g. Process rules and regulations and transmit them to the State of Hawai‘i, Office of the Lieutenant Governor within three (3) working days after received by the Office of the County Clerk for filing. h. Maintain records pursuant to the Kaua‘i County Charter. i. Update the Office of the County Clerk “Sale-Item List.” 2. Support Services (Clerical). To provide all the clerical support for the County Council and the Office of the County Clerk. In addition to the day-to-day typing of letters and documents, the Support Services Section is responsible for preparing and posting agendas of meetings, public hearings, and workshops, including posting agendas on the County’s website with applicable attachments, staffing meetings and compiling documentation prior to and after such meetings, preparing minutes and Committee Reports, processing claims against the County of Kaua‘i, processing and distributing mail delivered to the County Councilmembers and the Office, preparing legal notices for publication, recording all necessary legal documents as required with the Bureau of Conveyances, handling the sale of ordinances, handling cash deposits, posting resolutions to the County’s website and servicing the public by providing documents pursuant to the UIPA. Fiscal Year 2020-2021 Budget Presentation Page 3 Goals: a. Post and upload all agendas and attachments using Optical Character Recognition (OCR) Software to the County’s website, and distribute and mail as necessary, notices of meetings and public hearings as required by law. b. Complete all minutes accurately within the 30-day requirement established by the “Sunshine Law”, and complete Committee Reports drafted by the Research Section by the third working day following the meeting. c. Answer all telephone calls by the third ring and exercise proper phone etiquette. d. Adhere to the established standardized format for all clerical work produced. e. Provide the necessary training and exposure so that all clerical support staff will be capable and confident when staffing meetings including reporting and transcribing minutes within the established time frames. f. Type, distribute, and mail (including securing signatures when necessary) all letters and memos within three (3) working days of request. Objectives: a. Council Services Assistants have embarked on a rotational system where they are provided with the “down time” necessary to complete their minutes accurately utilizing proper grammar and punctuation within the required time frame. b. Review all written material (minutes, Committee Reports, memorandums, etc.) for accuracy to ensure the proper use of grammar and punctuation, while keeping with the intent of the speaker. c. Utilization of the Standardization Guide that was developed by the Council Services Assistant II, when drafting / formatting memos, bills, resolutions, certificates, etc. in order to achieve a standardized product. d. Continue the clerical rotation, with respect to clerical assignments, mail distribution, and tasks accordingly. 3. Research Section. To perform all legislative staff functions, including comprehensive research and writing necessary for the efficient operation of the Office of the County Clerk and the Kaua‘i County Council. Fiscal Year 2020-2021 Budget Presentation Page 4 Goals: a. To invest in the development of each member of the Research Section so that every staff member is confident and capable of staffing any Council Committee, project, or request. b. To provide a three (3) day turnaround for project assignments. For projects that are more complex in nature, staff will need to work with the “Requestor” to determine an agreed upon date. Encouraging staff to work with the “Requestor” will help to build a strong working relationship. c. To meet on a weekly basis to provide the status of projects, an update on upcoming events, solicit different ideas of how to approach complex assignments, and to discuss any difficulty experienced with certain projects/assignments. d. Provide assistance to the State Legislature, Hawai‘i State Association of Counties (HSAC), National Association of Counties (NACo), and the Western Interstate Region (WIR) when requested, and develop / maintain relationships with respective counterparts in various organizations. Objectives: a. Staff all meetings and hearings and provide information requested by the County Council and its Committees so all meetings can be conducted efficiently. b. Work closely with the County Administration, the public, and other governmental and private agencies to ensure the smooth flow of accurate information. c. Draft legislation, Committee Reports, certificates of achievement, letters, news releases, speeches, and requests for “Investigation and Report” (“Personal Requests”) with accuracy and on a timely basis. d. Initiate the necessary follow-up to requests for information. e. Assist in the preparation of the County and Hawai‘i State Association of Counties (HSAC) Legislative Packages which is annually submitted to the State Legislature. Provide assistance/information to the County Administration relating to their respective Legislative Packages, when requested. f. When requested, draft legislative testimony which will be submitted to the State Legislature and Congress. g. Provide the public and other interested organizations with requested information on Council and County matters within seven (7) business days. Should more time be needed, the request for additional time should be communicated to the requestor. Fiscal Year 2020-2021 Budget Presentation Page 5 h. Assist the County Council in the preparation, sc heduling, and enactment of the annual County Operating and Capital Improvement Programs (CIP) Budgets and Resolution establishing the real property tax rates for the County of Kaua‘i. i. Provide the necessary research and supporting documentation to assist in the development of the Operating and CIP Budgets and Resolution establishing real property tax rates of the County of Kaua‘i. 4. Support Services (Secretarial Assistants). Council Services currently has three (3) Secretarial Assistants responsible for providing clerical assistance to each County Councilmember in addition to servicing as the liaison between the Councilmembers and the respective Sections within the Office. As the functions of these positions continue to evolve, we strive to find the best staffing model that will enable our Office to successfully address the needs of all seven (7) Councilmembers. Goals: a. Determine the individual needs and expectations of each Councilmember. b. Provide assistance to each Councilmember on a timely basis (scheduling meetings and appointments, making travel arrangements, etc.). c. Utilize the pCard System correctly to ensure that all transactions comply with the established policies and procedures for pCard use. Objectives: a. Meet individually with each Councilmember to determine their expectations and type of assistance that they need/require. b. Assess how to best serve each Councilmember and establish standard procedures for dealing with the following:  Scheduling appointments and meetings.  Maintaining their individual calendars.  Notifying / providing reminders as necessary.  Scheduling travel arrangements for all Councilmembers utilizing the pCard System.  Process all requests for reimbursement timely, and in compliance with established policies and procedures.  Prepare on a timely basis, all forms required for mileage and cell phone reimbursement. Fiscal Year 2020-2021 Budget Presentation Page 6 Successes and Achievements Overall Achievements: 1. Continued to receive an A+ rating by Ballotpedia (formerly known as the Sunshine Review) for Government Transparency. 2. Continued to enhance and maintain the County Council’s Facebook page. This initiative is an effort to be more accessible to the public and encourage public participation in County government. During the period of February 2019 through February 2020, the Council’s Facebook page has: Weekly Total Reach: The number of people who have seen any content associated with the Council’s Facebook page (Unique Users). February 1-June 30 180,310 July 1-November 30 148,737 December 1-February 28 32,528 361,575 Weekly Total Impressions: The number of impressions seen of any content associated with the Council’s Facebook page (Total Count). February 1-June 30 389,629 July 1-November 30 289,704 December 1-February 28 54,620 733,953 Weekly Reach of Page Posts: The number of people who saw any of the Council’s Facebook page posts (Unique Users). February 1-June 30 179,091 July 1-November 30 101,501 December 1-February 28 25,949 306,541 Weekly Total Consumers: The number of people who clicked on any of your content. Stories that are created without clicking on the Council’s Facebook page content (Liking the Council’s Facebook page from timeline are not included) (Unique Users). February 1-June 30 22,348 July 1-November 30 13,107 December 1-February 28 2,793 38,248 Fiscal Year 2020-2021 Budget Presentation Page 7 The Council’s Facebook page has accumulated 1,114 total “Likes” and 1,201 “Followers.” 3. Completed the codification of the Kaua‘i County Code 1987, as amended, and Supplements #1-7 (2013-2019), which are available online. The online version of the Code will be updated twice a year (December & June). A printed supplement will be available once a year (June). 4. Continued to provide assistance to the Office of the County Clerk, Elections Division as they prepare for the 2020 Primary and General Elections. Other Achievements: 1. Records Management. (Statistics provided are from July 1, 2019 to February 29, 2020, and they may include cross references.) a. Non-agenda communications scanned, indexed, and filed: b. Agenda-related items scanned: c. Council and Committee minutes scanned, indexed, and filed: d. Executive Session minutes and related documents scanned, indexed, and filed: e. Committee Reports scanned, indexed, and filed: f. Resolutions scanned, indexed, and filed: g. Bills scanned, indexed, and filed: h. Public Hearing transcripts scanned, indexed, and filed: i. Affidavits of Publication scanned, indexed, and filed (includes related notices): j. Studies scanned, indexed, and filed: k. On average, six (6) communications on the weekly meeting agenda were indexed and filed. l. Total requests to retrieve and research documents m. Vendor-scanned documents that have been indexed, corrected, and verified: n. Accomplished one and one half (1.5) years of complete indexing and verification of documents relating to backlog of agenda folders. 864 412 57 104 59 49 43 20 37 8 161 2,432 Fiscal Year 2020-2021 Budget Presentation Page 8 2. Support Services (Clerical) and Research Section. (Statistics provided are from July 1, 2019 to February 29, 2020.) a. Agendas prepared, meetings staffed: i. Council ii. Special Council/Committee iii. Executive Session iv. Workshops v. Committee vi. Advisory Committees vii. Length of Meetings (Hours) b. Committee Reports prepared: c. Minutes prepared: i. Council / Special Council Minutes ii. Committee Deferred Minutes iii. Public Hearing Minutes iv. Executive Sessions v. Workshops d. Public Hearing Notices and Publications: e. Ordinances adopted: f. Resolutions adopted: g. Total typing assignments (including daily communications, bills, and Resolutions, etc.): h. Request for Investigation and Service (Personal Request) forms drafted and typed (includes follow-up, response to constituent, etc.): i. Certificates drafted and typed: j. New Project Assignments – Requests for information, request for research, letters, memoranda, etc. (This would range from simple to complex issues): 16 1 29 0 13 0 114 48 13 33 22 27 0 24 25 43 459 18 37 4,359 Fiscal Year 2020-2021 Budget Presentation Page 9 k. Legislative Packages: Staff assisted in the preparation of the annual County Legislative Package and the Hawai‘i State Association of Counties (HSAC) Legislative Package, and assisted in lobbying efforts at the State Legislature. l. Council Recap Memos and approved Council Meeting Minutes were placed on the County website, as soon as possible (depending upon when signatures were obtained). Challenges 1. Records Management Section. a. Completing the indexing of scanned images and verification of documents. b. Keeping current with indexing and scanning of records. 2. Support Services (Clerical) Section. a. Completion of minutes within forty (40) days remains a constant challenge due to the frequency of meetings held, and in some cases, the current daily responsibilities (reception duties, typing assignments, etc.) limits the available time and concentration needed. 3. Research Section. a. To perform all duties and numerous tasks within established deadlines and provide the necessary follow-up. b. Provide the necessary service to all Councilmembers in a timely fashion while recognizing that each Councilmember has varying degrees of expectations. c. Standardize workflow, process deliverables, and adhere to established protocols, and when appropriate, provide these items within a specified timeframe. 4. Support (Secretarial Assistants) Section. a. Work collaboratively to provide the necessary assistance to each Councilmember utilizing a primary Secretarial Assistant – Councilmember system while providing assistance when necessary. b. Following established protocol and standards while meeting the expectations and needs of seven (7), individual Councilmembers. Fiscal Year 2020-2021 Budget Presentation Page 10 Upcoming Initiatives 1. Based on feedback from employees, the Office of the County Clerk will be looking into enrolling additional staff into the NACo High Performance Leadership Academy. 2. Additional immersion of staff in the legislative process at the State Legislature and other offices (Office of Information Practices, Legislative Reference Bureau, etc.) on O‘ahu. 3. Hosting of the 2021 HSAC Annual Conference on Kaua‘i. 4. Continue with “cross-training” employees. 5. Evaluate, develop, and update our current records management system based on best management practices and procedures. 6. Focus on “Team Building” and employee morale. 7. Continue “Succession Planning” for both the Council Services and the Elections Division. 8. Develop a plan to encourage effective communication between the staff and also between the staff and Councilmembers. 9. Update and expand the Office of the County Clerk’s Social Media Plan. 10. Continue to work with the elementary schools on-island to provide students with the opportunity to experience the legislative process (attend meetings, etc.). Fiscal Year 2020-2021 Budget Presentation Page 11 Comparative Budget Graphs FY 2021 FY 2020 Wages $ 1,932,676 $ 1,906,920 Benefits $ 1,175,996 $ 1,048,312 Operations $ 564,714 $ 534,714 Equipment/Leases $ 59,000 $ 59,000 Utilities $ 20,700 $ 20,700 $ 3,753,086 $ 3,569,646 Fiscal Year 2020-2021 Budget Presentation Page 12 Succession Planning The Council Services Division has continued the process of succession planning by identifying current staff members that have shown the potential to fill key leadership positions within the Division in the near future. Through active succession planning, we have the ability to increase the availability of experienced, capable, and motivated employees that are prepared to assume these roles as they become available. As a Division, we aim to:  Identify those with the potential to assume greater responsibility in the organization  Provide critical development experiences to those that have the ability to move into key roles  Support the development of high-potential leaders The Council Services Division is actively increasing continuity and succession training to assist in institutionalizing as much knowledge as possible for the continued success of the Division. Vacant Positions The Council Services Division currently has the following vacant position:  Position #E-38 – Legal Analyst (Six-Month Funded) Division’s Budget Discussion The Office of the County Clerk, Council Services Division’s FY 2020-2021 budget request reflects an $183,440 or 5.14% increase from FY 2019-2020. Please note that the Council Services Division has taken on the budgetary and operational responsibilities of the Office of the County Auditor while the Office has remained vacant. The Council Services Division does not have many variable costs budgeted for the operations of the Legislative Branch. Additional Information Attached please note the Office of the County Clerk current Table of Organization. Fiscal Year 2020-2021 Budget Presentation Page 13 OFFICE OF THE COUNTY CLERK ELECTIONS DIVISION Mission The Elections Division’s mission is to: 1. Provide open, accessible, fair, and secure election services for the residents of the County of Kaua‘i; and 2. Provide County Agencies with quality document reproduction services in an expeditious manner. Goals and Objectives  Conduct elections in accordance with Federal, State, and County laws.  Establish and implement sound policies and procedures which ensure the integrity of the electoral process.  Offer services which are convenient and accessible for all election stakeholders.  Provide quality document reproduction services to county agencies in a timely and cost-effective manner. Evaluation of Goals & Objectives for Fiscal Year 2019-2020 1. Voting by Mail Overview. On June 25, 2019, the Governor signed Act 136 into law to establish voting by mail statewide beginning with the 2020 Elections. Act 136 also repealed Act 182 (2018) and cancelled a vote by mail pilot project for County of Kaua‘i only. Beginning with the 2020 Primary Election, ballot packets will be mailed automatically t o all properly registered voters. Ballot packets will be mailed to the mailing address associated with a voter's registration record and will begin arriving approximately eighteen (18) days prior to the date of the election. Voters who will be away from home during the ballot mailing period can submit a one-time application to receive a ballot at a temporary, alternate address. Voted ballots must be in the custody of the Elections Division by 7:00 p.m. on Election Day to be counted. Voters will have the option to vote and return the ballot that they received in the mail or vote in-person at a Voter Service Center (VSC) which will be established in the basement of the Historic County Annex Building. The VSC will begin offering services ten (10) days prior to the date of each election and be open Monday through Saturday from 8:00 a.m. to 4:30 p.m. On Election Day the VSC will be open from 7:00 a.m. to 7:00 p.m. Fiscal Year 2020-2021 Budget Presentation Page 14 In addition to offering in-person voting services, the VSC will offer same day voter registration services for individuals who missed the voter registration deadline, provide accessible voting services, and serve as a ballot place of deposit. The timeline for the upcoming vote by mail election will undergo some change but most of the substantive deadlines remain the same, including:  Deadline to transmit ballots to military members and overseas voters (45 days prior to the date of the election);  Voter registration deadline (30 days prior to the date of the election);  Voter Service Center period (formerly Early Voting, 8:00 a.m. to 4:30 p.m. starting 10 days prior); and  Application to receive a ballot at an alternate, temporary address (7 days prior). New services and deadlines established by Act 136 include:  Period to receive a replacement ballot via electronic transmittal (within 5 days of the date of the election);  Election Day Voter Service Center hours (7:00 a.m. to 7:00 p.m.); and  Voter deadline to resolve any ballot issues (within 5 days after the date of the election). (A Factsheet depicting the timeline for the upcoming vote by mail election is provided in Appendix 1.) 2. Status report of the transition to Voting by Mail. The status of our transition to voting by mail is detailed in the following sections, however, please note that due to the deadline for submitting this budget narrative, projects may be further ahead than described in this document. Updates, if any, will be provided during our budget presentation. Voter File Maintenance The purpose of voter file maintenance is to identify voters who are no longer qualified to vote and initiate their removal from the voter rolls pursuant to 52 USC § 20507. It is a collaborative effort between the State and Counties, which is completed periodically statewide, though individual Counties can conduct supplemental file maintenance actions, if needed. Specifically, file maintenance efforts seek to identify voters who have moved out of the County, passed away, or whose voting privileges have been revoked. Ineligible voters are identified through the following means:  Electronic comparison of the voter file against the USPS National Change of Address file (NCOA) to identify voters who have moved out of the County;  Electronic comparison of the voter file against the State Department of Health Death file to identify voters who have passed away; Fiscal Year 2020-2021 Budget Presentation Page 15  Processing paper reports from the Federal and State Courts to identify voters whose voting privileges have been revoked;  Conducting mailings to identify voters who may have moved out of the County via returned (undeliverable) mail pieces; and  Utilizing information from reports submitted by election officials from other states to identify voters who have registered to vote in another state. Self-cancellation requests and other documents submitted by voters are also used to update the voter file. Deceased voters, voters identified as convicted felons, and individuals who self- cancel their voter registration are purged from the voter rolls following the General Election. Individuals identified as ineligible due to returned election mailings or through electronic voter file comparisons with the U.S. Postal Service's National Change of Address (NCOA) file are converted to fail-safe (inactive) status and kept on the voter rolls for an additional two (2) election cycles (or 4-years) pursuant to 52 USC § 20507(d). During the two election cycle fail-safe period a voter may restore his/her voting privileges by re-registering to vote. For the upcoming elections, file maintenance mailings were completed in July 2019 and January 2020, and another mailing is scheduled for April 2020. To date approximately 4,000 voters have been identified as having outdated information in their voter records so are required to re-register before being allowed to vote. In the coming months, new voters and voters who reregister will be included in supplemental mailings and we will continue to conduct file maintenance actions as described above. Voter Signature Capture Project Voting by mail will require voters to sign the back of their ballot return enve lope to affirm that they voted the ballot without the personal assistance of their employer, agent of their employer, agent of their labor union, or any candidate on the ballot. While the voter registration system includes images of signed documents from virtually every registered voter, many documents and the signatures they contain are outdated. Because individual signatures change over time, we are initiating a voter signature capture project in collaboration with the State Office of Elections. This project is similar to a signature capture project that we completed in 2012. To obtain each voter's most current signature, a duel-purpose postcard comprised of a signature capture postcard and election notification is scheduled for April 2020. This mailing will utilize a tri-fold design, which includes a fold-over flap to conceal a voter's signature while it is being mailed back to the Elections Division. The return portion of the postcard will be postage-paid so voters will not incur any cost to sign and return the postcard. Fiscal Year 2020-2021 Budget Presentation Page 16 Voter Education In partnership with the State Office of Elections, a comprehensive voter education campaign began in July 2019 with a notification mailing to announce the transition to voting by mail. The informational mailing was completed in conjunction with print, radio, and television ad buys. Additional mailings will be conducted in the coming months. A combination of print, radio, and television ad buys will accompany election events and deadlines. More comprehensive campaigns will be run for major upcoming events such as the voter registration deadline, the mailing of ballots, the start of the Voter Service Center period, Election Day, etc. We are currently working with the Kaua‘i Community College Department of Marketing & Outreach to develop an informational videos and branding logo to announce and promote the transition to voting by mail. The video and related informational material will be used at presentations scheduled at Senior Center, business associations, and related community organizations. We are also evaluating the feasibility of establishing a presence on social media via a platform to be determined. Ballot Mail Piece Assembly and Distribution For the upcoming inaugural vote by mail election, the State Office of Elections is coordinating efforts to procure ballot envelopes, and the services of a mailing house to assemble mail-pieces and prepare them to entry into the USPS mail stream. Costs will be prorated to the Counties based on their percentage of the total number of registered voters as of the 2018 General Election. Additional information will be available once the procurement process is completed. Voter Service Center A Voter Service Center (VSC) will be established in the basement of the Historic County Annex building for voters seeking assistance or who wish to cast a ballot in - person. The VSC will be the only in-person voting facility on the island and offer services similar to Early Voting in prior elections. In addition to in-person voting services, the VSC will provide late (same-day) voter registration services for individuals who missed the voter registration deadline, allow voters to vote using accessible voting equipment, and serve as a ballot place of deposit. The VSC will be open from 8:00 a.m. to 4:30 p.m., Monday through Saturday beginning on the tenth business day prior to the date of the election. On Election Days only the VSC will be open 7:00 a.m. to 7:00 p.m. In place of printed poll books that were used at Election Day polling places or paper applications that were used at Early Voting, the VSC will use electronic poll books (e-poll books) to capture a record of voters. E-poll books will utilize tablets or touchscreen monitors to display voter information and allow the voters to certify that Fiscal Year 2020-2021 Budget Presentation Page 17 their information is true and correct by signing on the screen. If information on a voter's record is not correct, he/she will need to complete of a paper application before being allowed to vote. Upon certifying that information is true and correct, the e-poll book application will generate a label for the voter, which contains the ballot type corresponding to the voter's physical address and an encrypted barcode containing voter data. The voter will surrender the printed label at either the paper ballot station or electronic ballot station to receive a ballot. Once it is confirmed that the voter has cast a ballot, the barcode on the voter's label will be scanned to mark the voter's record as voted. E-poll books will utilize a hardwire connection through the County's network to access the voter registration system. Privacy screen filters will be in place to ensure only the voter standing immediately behind the screen will be able to review the contents of the display. Procedures using paper applications are in place, if needed. Ballot Place of Deposit In addition to returning ballots via USPS mail, seven (7) ballot deposit sites will be established around the island. The confirmed sites include the main office of the Elections Division and Voter Service Center (beginning 10 working days prior to the date of the election). Another five (5) sites have been tentatively identified and will be announced later. Each ballot deposit site will be equipped with a metal ballot drop box similar to a free-standing mailbox. Ballot deposit sites will be open beginning five (5) days prior to the date of each election and remain open until 7:00 p.m. on Election Day. Ballot drop boxes will be emptied every other day and the entire drop box will be transported back to the Elections Division at 7:00 p.m. on Election Day. Envelope Scanner and Signature Verification Client To accommodate the increased volume of ballot envelopes, we will utilize envelope scanning equipment and a signature verification client developed by Runbeck Election Services of Phoenix, Arizona. This equipment was procured using funds appropriated under Act 182 (2018), which initially established a vote by mail pilot project for the County of Kaua‘i only. (Act 182 was eventually repealed by Act 136, 2019.) The envelope scanner will capture the signature from each ballot return envelope and index the signature with the corresponding voter's information, which is encrypted within a barcode also imprinted on the envelope. Captured signature images and the corresponding voter indexes are uploaded to the signature verification client, which will display the captured signature image alongside the corresponding voter's signature image, which is on file in the Elections Division. Fiscal Year 2020-2021 Budget Presentation Page 18 Signature Verification Election Division staff will manually verify signatures on ballot return envelopes against the corresponding voter's signature on file in the Elections Division. To ensure that the signature verification process is conducted in a structured, uniform manner, written procedures have been developed and staff will receive training from a handwriting expert from O‘ahu. Training will teach staff to evaluate signatures using writing characteristics such as writing flow, starts and stops, instrument pressure, loops, and swirls, and also how to identify common methods of signature forgery such as freehand simulation and tracing. The evaluation of ballot envelope signatures will be done on the signature verification client, which will provide for an on-screen, side-by-side visual comparison of each voter's envelope signature and the voter's signature on file with the Elections Division. To be deemed valid or matching, a signature must be sufficiently similar to the corresponding voter's signature on file so that a reasonable person would determine that the signatures were made by the same individual. Envelopes with missing, non-matching, or other issues, which require supplemental vetting will be flagged and the corresponding voter information will be included in a report generated by the signature verification client. The report of flagged ballot envelopes will be used to manually pull the corresponding envelopes from ballot storage trays and the corresponding voters will be contacted to resolve any issues which prevent the ballot from being counted. Voters will have until five (5) days after the election to resolve any issues which prevent their ballot from being counted. Ballot Counting Center For the 2020 Elections, the following rooms in the Historic County Annex Building (Annex) and Historic County Building (HCB) will be designated as the Counting Center pursuant to HRS § 16-41. ANNEX ROOM 106 (Ballot Preparation) – Room will house staff and volunteers tasked with opening ballot return envelopes, removing the ballots inside, and preparing the ballots for scanning (counting). An adjacent vault will secure un- scanned (uncounted) and scanned (counted) ballots. ANNEX ROOM 107 (Ballot Scanning & Election Results) – Room will house staff and voting system vendor personnel who are responsible for scanning ballots and generating election results. HCB DOWNSTAIR CONFERENCE ROOM (Manual Audit; Election Day Only) – Room will house volunteers conducting manual audits on random samples of voted ballots pursuant to HAR § 3-172-102. Pursuant to HRS § 16-45, during the time that the above areas are designated as the Counting Center, only staff and support personnel directly involved in the ballot counting operation will be authorized to access the rooms. A tentative timeline governing access to the aforementioned areas is below. Fiscal Year 2020-2021 Budget Presentation Page 19 Area Restricted Access Annex Rooms 106 and 107 May 1, 2020 to December 31, 2020 HCB Conference Room August 8, 2020 and November 3, 2020 only (Use of the HCB downstairs conference room will only be required on Primary and General Election days.) The locks to both rooms in the Annex (room 106 and 107) will be changed in May 2020. No action is expected for the HCB conference room since it will only be used on Election Day. Notices will be posted at the appropriate times to declare the areas off- limits to unauthorized personnel pursuant to HRS § 16-45. Following the election, scanned (counted) ballots and other sensitive election documents will remain secured in the vault until they can be shipped back to the Office of Elections, after the end of each election contest period. Ballot scanners, servers, work stations, and voting equipment will be shipped back to the voting system vendor following the General Election contest period. 3. Adopted Legislation. During 2019 Legislative Session at total of eight (8) bills were adopted and became law with or without the Governor's signature. A summary of adopted bills and the corresponding Acts is below. HB 31 Relating to Election Nomination Papers. Amends the voter information requirements for election nomination papers and the withdrawal of a nominating voter's signature by requiring only the month and date portions of a voter's date of birth. Repeals the social security number requirements. Signed by the Governor on April 23, 2019 (Act 022, Gov. Msg. No. 1123). HB 168 Relating to the Electronic Transmission of Ballots. Authorizes a voter with special needs, including a disability, to request that a ballot be forwarded by electronic transmission at any time. Signed by the Governor on June 25, 2019 (Act 137, Gov. Msg. No. 1239). HB 1248 Relating to Elections. Enacts voting by mail uniformly across all counties for all elections commencing in 2020. Establishes a limited number of voter service centers that would remain open from the tenth business day preceding an election through the day of the election to receive personal delivery of mail-in ballots, accommodate voters with special needs, offer same day registration and voting, and provide other election services. Allows for additional places of deposit for personal delivery of mail-in ballots. Appropriates funds for the implementation and administration of the election by mail program. Requires the Office of Elections to submit a report to the legislature before the convening of each regular session from 2020 through 2025, regarding the implementation of a vote by mail system. Signed by the Governor on June 25, 2019 (Act 136, Gov. Msg. No. 1238). Fiscal Year 2020-2021 Budget Presentation Page 20 SB 107 Relating to Voting. Provides that the ballot of an absentee or military-overseas voter is valid even if the voter becomes ineligible to vote after casting the ballot. Repeals the requirement that an absentee voter's ballot be deemed invalid if the voter returns the return envelope but dies prior to the opening of polls. Signed by the Governor on April 17, 2019 (Act 010, Gov. Msg. No. 1111). SB 166 Relating to the State Budget. Appropriates funds for a vote counting system contract. Signed by the Governor on June 7, 2019 (Act 059, Gov. Msg. No. 1160). SB 216 Relating to Elections. Requires a mandatory recount of election votes and ballot measures when the margin of victory for election contests or tabulation for ballot measures is equal to or less than one hundred or one-quarter of one per cent of the votes cast, whichever is greater. Signed by the Governor on June 25, 2019 (Act 135, Gov. Msg. No. 1237). SB 1058 Relating to Proposed Constitutional Amendments. Requires the Attorney General to prepare a statement for each proposed constitutional amendment. Requires the Office of Elections and county clerks to make the statement available to the public. Became law without the Governor's signature on July 10, 2019 (Act 286, Gov. Msg. No. 1406). SR 16 Requesting the Legislative Reference Bureau to Establish a Task Force to Review Hawai‘i's current Voter Education System and Propose Improvements. Report and Resolution adopted on April 12, 2019. We are working with the State Office of Elections to implement the required policy changes in time for the 2020 Elections. Goals and Objectives for Fiscal Year 2020- 2021 1. Overall Outlook. The transition to voting by mail will be a huge change for all election stakeholders and require a complete overhaul of our operations. The head-start the we received by being selected to pilot a vote by mail election was a tremendous help and our transition appears to be on-schedule but there is still much to do. The following sections offer our expectations for key areas in the upcoming Elections and some insights into the challenges we will face from this inaugural vote by mail election. 2. Voter File Maintenance. Sound voter data is a key component of all well run elections but is especially critical to vote by mail elections since ballots are mailed directly to voters. While our current file maintenance Fiscal Year 2020-2021 Budget Presentation Page 21 regime generally does a decent job of keeping the majority of voter records up -to-date, it is not a perfect process. The voter file can contain incorrect or outdated voter information due to a variety of reasons but the three (3) most common are: 1) Voters not re-registering after moving to a new residence and changing mailing address; 2) Addresses not formatted to USPS standards; and 3) Incorrect data entry (i.e. typos). While provisions are already in place to identify and correct any errors, it is not uncommon for some to go undetected. To expedite the identification and resolution of data issues we will be implementing more frequent file maintenance actions, utilizing USPS resources to standardize addresses, and require more stringent data entry proofing standards. The above plan will improve the overall "health" of the voter file and reduce the number of ballots which the USPS deems undeliverable and returns to our office. However, in addition to the operational measures that we will be adopting, we really need the cooperation of voters to keep their voter information up-to-date and urge them to contact the USPS directly if there are any questions concerning precisely how their addresses should be formatted. 3. Voter Education. While voter education efforts will focus on familiarizing voters with the vote by mail process the on-going challenge has always been to encourage non -voters to register and vote. While we recognize and respect that some members of the public simply do not want to vote, our effo rts to encourage non-voters to participate will continue. To date nine (9) outreach events have been scheduled and we continue to identify other outreach opportunities. In addition to covering the transition to voting by mail and related election information, messaging will also encourage voters to maintain current information in their voter records and to contact the USPS directly to resolve address formatting issues. We are also developing a proposal, which will seek a partnership with an apolitical, non-profit community organization to assist in conducting voter education outreach. 4. Voter Service Center. For this inaugural vote by mail election projecting Voter Service Center (VSC) usage has been difficult because we really have nothing to compare against. Given the uncertainty, we plan to equip and staff the VSC as if turnout will be high but will roll out resources as needed. The tentative equipment allocation will include:  Four (4) E-poll books;  Sixteen (16) direct recording electronic (DRE) voting devices and two (2) controllers (8 DREs are connected to 1 controller); and  Five (5) paper ballot scanners. Some of the above equipment will be kept as back-ups and deployed only if needed. Fiscal Year 2020-2021 Budget Presentation Page 22 Staffing will initially consist of ten (10) individuals and increase to fourteen (14) if needed and will be comprised of a mix of permanent staff, temporary/seasonal hires, and volunteers from various election operations from past elections. We believe this plan offers the flexibility needed to accommodate unanticipated surges or drop-offs in turnout with minimal disruption to the office as whole. 5. Ballot Processing. Act 136 (2019) authorizes ballot processing to begin no sooner than ten (10) days prior to the date of the election. Permitted work includes opening ballot return envelopes, removing ballots, and scanning ballots but election results cannot be generated until all Voter Service Centers have closed statewide. We anticipate conducting between 4-6 ballot processing sessions and hope to have the majority of ballots scanned prior to Election Day. If we stay on schedule by Election Day the only ballots that would be left would be whatever may be arriving in the mail that day, ballots collected from ballot drop boxes, and ballots from the Voter Service Center. Succession Planning We may have staff departures in the next year and are working with the County Clerk and Deputy County Clerk to establish a succession plan for the Elections Division. Vacant Positions The Elections Division currently has no vacant positions. Division’s Budget Discussion The Office of the County Clerk, Elections Division’s FY 2020-2021 budget request reflects an $112,829 or 14.80% increase from FY 2019-2020. This increase is due to the overall addition of personnel and operational expenses associated with election years. Fiscal Year 2020-2021 Budget Presentation Page 23 Comparative Budget & Graphs FY 2021 FY 2020 Wages $ 342,539 $ 276,639 Benefits $ 253,169 $ 200,895 Operations $ 224,354 $ 247,554 Equipment/Leases $ 55,056 $ 37,201 Utilities $ - $ - $ 875,118 $ 762,289 Fiscal Year 2020-2021 Budget Presentation Page 24 Fiscal Year 2020-2021 Budget Presentation Page 25