The Election Ride PBCMCA Election Manual Review November 30, 2016 - - PowerPoint PPT Presentation

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The Election Ride PBCMCA Election Manual Review November 30, 2016 - - PowerPoint PPT Presentation

The Election Ride PBCMCA Election Manual Review November 30, 2016 9:00 a.m. to 5:00 p.m. David B. Farber Training Center 1050 B Royal Palm Beach Boulevard, Royal Palm Beach, FL 1 T oday we will venture into - Where do I begin?


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SLIDE 1

“The Election Ride”

1

November 30, 2016 9:00 a.m. to 5:00 p.m. David B. Farber Training Center 1050 B Royal Palm Beach Boulevard, Royal Palm Beach, FL PBCMCA Election Manual Review

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SLIDE 2

 T

  • day we will venture into -
  • Where do I begin?
  • How does this whole election thing work?
  • What is your role?
  • Agreement with County SOE
  • Election Calendar
  • Candidate Packet
  • Legal Notices

2

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SLIDE 3

 T

  • day we will venture into -
  • Secure Polling Locations
  • Secure Poll Workers – Retain alternates
  • Coordinate Poll Worker Training with SOE

staff

  • Candidate Qualifying
  • Poll Watchers
  • Campaign Financing
  • Political Advertising

3

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SLIDE 4

 T

  • day we will venture into -
  • Canvassing Board
  • What to expect on Election Day
  • Post Election / Wrap Up
  • Q&A

4

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SLIDE 5

Where do I begin?

 First, know that you can do this!

5

 Secondly, you must know the contents of

your municipal Charter and Code as it relates to your election

  • When shall your election to be held?
  • When is your qualifying period?
  • Do either address advertising requirements?
  • What other elements of the election process is governed

by your Code of Ordinances that may be different from Florida Election Laws?

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SLIDE 6

How does this whole election thing work?

 Advance preparation is key

6

 Start working on your election four to

five months, or more, out from the date

  • f your election

 Take your time in preparing everything  If you have questions, use your resources

to find the answers

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SLIDE 7

What is your role?

 Serve as Supervisor of Elections and Filing

Officer for your municipality

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Chapter 1

  • Performs ministerial function in reviewing

qualifying papers

  • Shall NOT determine whether the contents of

qualifying papers are accurate

  • Review qualifying papers for completeness
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SLIDE 8

Agreement with County Supervisor

  • f Elections (SOE)

 Defines responsibilities of each party  Outlines associated costs  Must accompany an Ordinance or

Resolution

 Must contain:

 Authority for SOE to conduct the municipal election  Define members of your canvassing board

8

Do not anticipate receipt of the agreement until November or December of each year

Chapter 2

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SLIDE 9

Election Calendar

 This calendar should include dates for:

  • The Election
  • Advertising
  • Resign-To-Run
  • Qualifying Period
  • Ballot Question
  • Sample Ballot Publication
  • Voter Registration Closing
  • Campaign Treasurer’s Reporting
  • Contribution Deadline

9

Chapter 5

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SLIDE 10

Election Calendar Continued

 This calendar should include dates for:

  • Expenditure Deadline
  • State Assessment Fee Deadline
  • Poll Watchers
  • Notification of annexations subsequent to your

last election

  • L&A Testing for the General and Run-off Elections
  • Delivery/Pickup of election equipment to/from

polling locations

  • Pick up of Precinct Clerk bags
  • Post Election Audit for the General and Run-off

Elections

10

Chapter 5

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SLIDE 11

Election Calendar Continued

 Now, that’s a lot of dates!  Can easily be calculated

  • With assistance of the PBCMCA Election

Manual (Chapter 5), and

  • Using an on-line tool to add/subtract dates at

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http://www.timeanddate.com/date/dateadd. html

Chapter 5

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SLIDE 12

Candidate Packet

 What to include?

  • A compilation of documents that the

candidate will need to further their candidacy and understand applicable laws

 Basic information should include:

 DS-DE 9; Appointment of Campaign Treasurer and Designation of Campaign Depository for Candidates  DS-DE 84; Statement of Candidate (file within 10 days of filing DS-DE 9)  DS-DE25; Candidate Oath - Nonpartisan Office  Form 1; Statement of Financial Interests (this form can be downloaded from the Florida Commission on Ethics)

12

Chapter 9

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SLIDE 13

Candidate Packet Continued

 What to include?

 Basic information should include continued:

 Candidate and Campaign Treasurer Handbook  Campaign Treasurer's Reporting Schedule  Campaign Treasurer's Reporting Forms:  DS-DE 12; Report Summary  DS-DE 13; Itemized Contributions  DS-DE 14; Itemized Expenditures  DS-DE 87; Waiver of Report  DS-DE 2; Contributions Returned  DS-DE 86; Request for Return of Contributions  DS-DE 125; Designation of Poll Watchers

13

Chapter 9

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SLIDE 14

Candidate Packet Continued

 What to include?

  • Additional suggested information:

 Affidavit of Undue Burden (if applicable)  Acknowledgement of Certification of L&A  Canvassing Board Meetings, Schedule  List of Precincts and Polling Locations  Polling Location Rules  Florida and Municipal Laws governing Campaign Signs  Compilation of Election Laws

14

Chapter 9

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SLIDE 15

Candidate Packet Continued

 What to include?

  • Additional suggested information continued:

 Florida Commission on Ethics Guide to the Sunshine Amendment and Code of Ethics for Public Officers and Employees  Gifts Law  Palm Beach County Code of Ethics and Ethics Pledge  Municipal Charter and Code governing Elections  Municipal Charter and Code governing responsibilities of elected officials

15

Chapter 9

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SLIDE 16

Candidate Packet Continued

 What to include?

  • Additional suggested information continued:

 How to file a complaint of alleged violation of Election Laws  Petition process, include form DS-DE 104, Candidate Petition  How to obtain an EIN

16

Chapter 9

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SLIDE 17

Legal Notices

 State Law governs legal notices to be in

both English and Spanish

 State Law governs legal notice for

qualifying and election dates shall be published, in a newspaper of general circulation in each county, twice within 30 days prior to beginning of qualifying

 State Law governs Sample Ballot shall be

published in a newspaper of general circulation in the county, prior to the day

  • f election

17

Chapter 6

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SLIDE 18

Legal Notices Continued

 State Law governs Special Election or

Referendums be published at least twice,

  • ne in the 5th week prior to the election

and again in the 3rd week prior to the election

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VERY SPECIFIC, MUST PAY CLOSE ATTENTION TO PUBLICATION DATES! Chapter 6

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SLIDE 19

WOW! LOOK WHAT YOU’VE ACCOMPLISHED!

 Election Calendar  Candidate Packets  Legal Notices

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SLIDE 20

NOW WHAT?

 Secure Polling Locations  Secure Poll Workers – Retain alternates  Coordinate Poll Worker Training with

SOE staff

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Prepare for Candidate Qualifying

Chapters 7 & 8

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SLIDE 21

Qualifying Candidates

 Prepare a checklist

  • Candidate’s selected seat/position
  • Required forms
  • Required Fees
  • Proof of Residency/Registered

Voter Card (if applicable)

  • At close of qualifying, submit list of qualified

candidates to SOE

  • Process State Assessment Fee

21

Chapter 10

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SLIDE 22

Poll Watchers

 Appointed by candidate  Must be a registered voter of the County

in which they are a poll watcher

 Each candidate is allowed to have one

watcher at each polling place at any one time

 Poll watchers must be approved by the

SOE at least 7 days prior to the election

22

Chapter 11

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SLIDE 23

Campaign Financing

23

CAMPAIGN CRAP!!!

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SLIDE 24

Campaign Financing Continued

24

Chapter 12

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SLIDE 25

Campaign Financing Continued

 Reporting Forms – Campaign finance

reports are submitted on Division of Elections forms. A typical report will consist

  • f:
  • Form DS-DE 12, Campaign Treasurer’s Report

Summary

  • Form DS-DE 13, Campaign Treasurer’s Report –

Itemized Contributions

  • Form DS-DE 14, Campaign Treasurer’s Report –

Itemized Expenditures or

  • Form DS-DE87, Waiver of Report

25

Chapter 12

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SLIDE 26

Campaign Financing Continued

 Reports

  • Filing Officer/Municipal SOE required to

review reports for completeness and accuracy

 Not required to validate content of report relating to names and addresses of contributor or expenditure, and contributor type/occupation

 Incomplete Reports

  • Notify treasurer of errors within 7 days of

receiving report

26

Chapter 12

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SLIDE 27

Campaign Financing Continued

 Late Filing of Reports

 Must notify candidate immediately  Subject to State assessed fine(s) determined by filing

  • fficer

 Fine(s) to be paid by candidate’s personal funds, not

campaign funds

27

Chapter 12

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SLIDE 28

Campaign Financing Continued

 Penalty for Late Reports (based on each

reporting period)

  • $50 per day for the first three days late and,

thereafter, $500 per day for each late day, not to exceed 25 percent of the total receipts or expenditures, whichever is greater

28

Chapter 12

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SLIDE 29

Campaign Financing Continued

 Penalty for Late Reports (based on each

reporting period) Continued

  • Except for reports immediately preceding

each primary, general, or special election the fine is $500 per day for each late day, not to exceed 25 percent of the total receipts or expenditures, whichever is greater

29

Chapter 12

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SLIDE 30

Campaign Financing Continued

 Penalty for Late Reports (based on each

reporting period) Continued

  • Final reports, if late, shall incur a fine of $50

for each day late not to exceed 25% of contributions or expenditures (whichever is greater) and it does not increase to $500 after the 3rd day late.

30

Chapter 12

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SLIDE 31

Campaign Financing Continued

 Late-filed Reports; Unusual Circumstances

  • Natural disaster
  • Death of candidate, campaign treasurer, or an

immediate family member of either

  • Serious illness, disability or non-elective surgery of

candidate, campaign treasurer, or an immediate family member of either

  • Computer or equipment failure caused by events that

could not have been anticipated

  • The abrupt and unexpected loss of the campaign

treasurer

  • Failure of the filing officer to e-mail, telephone, or

mail a letter to the candidate that a report is late no later than seven days after the report was due

31

Chapter 12

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SLIDE 32

Campaign Financing Continued

 Automatic Fine Appeal Process

  • Filed with Florida Elections Commission
  • Must be filed within 20 days of receipt of

notice for payment of fine

32

Chapter 12

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SLIDE 33

Campaign Financing Continued

 Contributions

  • Limits

 Cash or cashier’s check $50 per election  Other contributions (to include money orders) $1,000 per election

 General, Special, and Run-Off elections are considered separate elections

 Anonymous Contributions

  • Anonymous Contributions

 cannot be spent  Funds must be donated to an appropriate entity under Section 106.141, F.S.

33

Chapter 12

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SLIDE 34

Campaign Financing Continued

 Unauthorized Contributions

  • Received 5 days or less prior to election
  • Solicit from any religious, charitable, civic or
  • rganizations established for public good
  • Contributions cannot be made to these
  • rganizations for political support
  • Received by solicitation in a government

building

34

Chapter 12

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SLIDE 35

Campaign Financing Continued

 In-Kind Contributions

  • Anything of value

 Exceptions

 Money  Personal services (volunteers)  Independent expenditures  Endorsements of 3 or more candidates by political committees or parties

 Limit

 $1,000 per person, per election

35

Chapter 12

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SLIDE 36

Campaign Financing Continued

 Debit and Credit Card Contributions

  • Categorized as a “check”

 Fund Raisers

  • Shall be deemed to be campaign

contributions,

  • Be accounted for, and subject to the same

restrictions, as other campaign contributions

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Chapter 12

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SLIDE 37

Campaign Financing Continued

 Expenditures

  • Pay all expenditures by a campaign check,

except for petty cash transactions

  • Shall have sufficient funds on deposit before

issuing a check

  • Shall not use funds to defray normal living

expenses

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Chapter 12

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SLIDE 38

Campaign Financing Continued

 Petty Cash

  • Check must be written
  • May only be used for office supplies,

transportation expenses, and other necessities

  • Spent in cash amounts of less than $100
  • Total amounts withdrawn and spent must be

reported during each reporting period

  • Do not mix cash contributions with petty

cash

38

Chapter 12

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SLIDE 39

Campaign Financing Continued

 Petty Cash Continued

  • Limits

 $500 per calendar quarter until qualifying ends  After qualifying ends, $100 per week

39

Chapter 12

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SLIDE 40

Campaign Financing Continued

 Prior to Disposing of Surplus Funds

  • Candidate may be reimbursed for any

previously reported contributions/loans made by the candidate

  • Reimburse for verification of petition

signatures

  • Candidates are no longer required to pay for

a waived assessment fee

40

Chapter 12

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SLIDE 41

Campaign Financing Continued

 Disbursement of Surplus Funds

  • Once a candidate is no longer involved in the

election process, he or she may only expend funds from the campaign account to:

 Purchase “thank you” advertising  Pay for previous obligated items  Pay for expenditures necessary to close campaign

  • ffice

 Dispose of surplus funds as provided in Section 106.141, F.S.

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Chapter 12

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SLIDE 42

Campaign Financing Continued

 Disposing of Surplus Funds

  • Must be expended within 90 days

 Return pro rata to each contributor  Donate funds to a 501(c)(3) organization  Give funds to a political party of which the candidate is a member  Donate to municipality to be deposited in the general fund  Transfer (up to $5,000 multiplied by the number of years in the term of office) funds to an office

  • account. [This option requires additional reporting

requirements.]

42

Chapter 12

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SLIDE 43

Campaign Financing Continued

 T

ermination (Final) Report

  • Municipal SOE shall notify each candidate at

least 14 days before the due date

  • Report due within 90 days from the date

candidate is no longer involved in the election process

43

Chapter 12

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SLIDE 44

Political Advertising

 Candidates running for non-partisan office

may not state the candidate’s political party affiliation in the disclaimer, or in the body of the advertisement. Exception: The candidate is not prohibited from stating the candidate’s partisan related experience

 Therefore, political ads paid for by a

candidate shall state: “Political advertisement paid for and approved by (name of candidate), for (office sought)” or “Paid by (name of candidate), for (office sought).”

44

Chapter 13

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SLIDE 45

Political Advertising Continued

 Exceptions are many, below are two

examples

  • Designed to be worn by a person and novelty

items, i.e. clothing, buttons, pens/pencils, bumper sticker, etc.

  • Distributed as a text message or other

message via Short Message Service, provided the message is no more than 200 characters in length or requires the recipient to sign up

  • r opt in to receive it

45

Chapter 13

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SLIDE 46

Political Advertising Continued

 Other Forms of Advertising/Disclaimers

  • Advertisement Provided In-kind
  • Other Disclaimers
  • Endorsements in Political Advertisements
  • Independent Expenditures Disclaimers
  • Disclaimers for Other Than Independent

Expenditures

46

Chapter 13

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SLIDE 47

Political Advertising Continued

 Campaign Signs  Usage and removal of political campaign

advertisements

  • Each candidate, whether for a federal, state, county, or district
  • ffice, shall make a good faith effort to remove all of his or her

political campaign advertisements within 30 days after:

 (a) Withdrawal of his or her candidacy;  (b) Having been eliminated as a candidate; or  (c) Being elected to office.

 However, a candidate is not expected to remove those

political campaign advertisements which are in the form

  • f signs used by an outdoor advertising business as

provided in chapter 479. The provisions herein do not apply to political campaign advertisements placed on motor vehicles or to campaign messages designed to be worn by persons

47

Chapter 13

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SLIDE 48

Canvassing Board

 Responsibilities

  • Certify accuracy of tabulating equipment
  • Compare write-in votes
  • Certify the election
  • Conduct manual audits
  • Canvass absentee ballots
  • Examine provisional ballots
  • Participate in recounts

48

Chapter 15

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SLIDE 49

What to Expect on Election Day

 Expect a long day – arrive early, before

the polls open. Expect to be extremely late, as you are required to take certain election materials to the Tabulation Center that same evening

 Have all contact information for your

polling locations

 Visit your polling locations several times

throughout the day

49

Chapter 14

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SLIDE 50

What to Expect on Election Day Continued

 Important – what happens outside the

100’ zone is not your responsibility, but that of law enforcement

 Equipment malfunction – report to

County SOE

 Communicate with Canvassing Board

members to insure their attendance at the Tabulation Center after the polls close

50

Chapter 14

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SLIDE 51

What to Expect on Election Day Continued

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Chapter 14

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SLIDE 52

Post Election / Wrap-up

 Prepare Oath of Office for elected

  • fficials

 Remind Candidates/Newly Elected

Officials to file their appropriate Form 1

  • r Form 1F, which ever is applicable

 Plan an Orientation for newly elected

  • fficials

 Provide Ethics training information  Arrange for photos, business cards

52

Chapters 17 & 18

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SLIDE 53

Post Election / Wrap-up Continued

 Arrange for newly elected officials to

meet with Human Resources to complete required documents

 Newly elected official may wish to tour

municipal facilities or meet with Department Heads

53

Chapters 17 & 18

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SLIDE 54

Post Election / Wrap-up Continued

 Maintain an Election file consisting of all

documents relating to the election, consisting of, but not limited to:

  • File on each candidate containing all their

documents, communications, checklist, etc.

  • Legal Publications
  • Election Results
  • Evidence of payment for services, legal

publication, etc.

54

Chapters 17 & 18

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SLIDE 55

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SLIDE 56

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Until next time!

Presented by PBCMCA 2016-2017 Election Committee

  • Debra R. Buff, MMC, Chair
  • Evyonne Browning, CMC
  • Lakisha Burch, CMC
  • Jessica Figueroa
  • Jude Goudreau, CMC
  • Vivian Mendez, CMC
  • Claudene Robinson, CMC
  • Melisa Teal, MMC
  • TijaunaWarner