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HomeMy WebLinkAboutA019 - Filing Officer's Guide Filing Officer's Guide Revised March 2021 Prepared by the Office of the Iowa Secretary of State (515) 281-0145 sosCcDsos.iowa.gov http://sos.iowa.gov/ For more information, please contact the Secretary of State's Office or your County Auditor. Important Note: The information provided in this guide has been compiled in the Iowa Secretary of State's Office to assist filing officers in meeting the requirements of Iowa's election laws. If any errors in compilation or computation have occurred, or if there have been amendments to the Iowa Code or Iowa Administrative Code, the provisions of the Iowa Code, Iowa Administrative Code, and the session laws shall prevail. Table of Contents Overview Filing Officer Responsibilities............................................................................................. 1 Filing Officers for Nomination Papers................................................................................ 1 Petition Signers and Convention Attendees....................................................................... 2 EligibleElector Defined ..................................................................................................... 2 Candidate Qualifications.................................................................................................... 2 Primary Election Candidate Qualifications ............................................................................ 3 General Election Candidate Qualifications ............................................................................ 4 Non-Partisan Office Candidate Qualifications ....................................................................... 5 Candidate Filing Periods ......................................................................................................... 6 Nomination Papers Overview........................................................................................................................... 7 Availability of Nomination Papers...................................................................................... 7 PublicInformation.............................................................................................................. 7 Preparing for the Filing Period Knowthe Ballot Contents.................................................................................................. 8 Receipts, Logs, and Accounting........................................................................................ 8 Receiving Nomination Papers Overview........................................................................................................................... 9 Receiving Nomination Papers In-Person........................................................................... 9 Receiving Nomination Papers in the Mail .........................................................................10 FaxedAffidavits................................................................................................................10 Reviewing Nomination Papers Overview..........................................................................................................................11 Accepted on Their Face ...................................................................................................11 NotingDeficiencies...........................................................................................................12 Reviewing the Affidavit of Candidacy................................................................................13 AffidavitElements....................................................................................................13 Rejecting Affidavits..................................................................................................15 Reviewing Nomination Petitions.......................................................................................16 Rejecting Petition Pages..........................................................................................19 DittoMarks...................................................................................................19 Rejecting Signature Lines........................................................................................19 Qualifications of Petition Signers .............................................................................20 School Districts with Director Districts..........................................................20 Citieswith Wards .........................................................................................20 Supervisor Plan 2 Counties..........................................................................20 Supervisor Plan 3 Counties..........................................................................20 Collecting Signatures...............................................................................................20 Reviewing NPPO Convention Certificates........................................................................21 Convention Attendance Requirements.....................................................................21 NPPO Convention Certificate Elements...................................................................22 Reviewing Political Party Convention Certificates.............................................................24 Convention Attendance Requirements.....................................................................24 Political Party Convention Certificate Elements .......................................................25 Certificate of Presidential Electors....................................................................................27 Accepting or Rejecting Nomination Papers Overview..........................................................................................................................28 AcceptingPapers.............................................................................................................28 RejectingPapers..............................................................................................................28 Special Circumstances Affecting Nominations Objections to Nomination Papers.....................................................................................29 Objections to County Political Party Candidates......................................................30 Objections to NPPO or Unaffiliated Candidates.......................................................31 Candidate Withdrawals.....................................................................................................33 Running for More than One Office Prohibited...................................................................34 Holding More than One Office..........................................................................................34 Dual Affiliation Nominations Prohibited.............................................................................34 NPPO Candidate Substitutions.........................................................................................35 School District and City Employees as Candidates ..........................................................35 Candidate Relationships...................................................................................................35 Public Measures Overview..........................................................................................................................36 Notice of Election Required..............................................................................................36 Regularly Scheduled Elections................................................................................36 CountyPublic Measures..............................................................................36 School and City Public Measures.................................................................36 SpecialElections.....................................................................................................36 Withdrawing Requests for Public Measure Special Elections...........................................37 Standards for Reviewing Special Election Petitions ............................................................38 Filing Officers' Frequently Asked Questions........................................................................41 AdditionalResources .............................................................................................................43 Glossary ..................................................................................................................................44 Overview Filing Officer Responsibilities A filing officer assists with the administration of elections in multiple ways. Responsibilities include: 1. Distributing nomination papers and candidate guides. 2. Receiving, reviewing, and accepting or rejecting nomination papers during the candidate filing period. 3. Receiving and reviewing petitions requesting special elections. In schools and cities, the filing officer also must communicate with the county auditor to share election information. [§277.4(3), 376.1] Filing Officers for Nomination Papers Election Type Filing Officer Code Cite School School Secretary §277.4(1) Community College Community College Board Secretary §260C.15(3) City Control County Auditor or City Clerk designated §376.4(1)(a) (c) by the Control County Auditor , County Offices: County Auditor Primary §43.11 State and Federal Offices: Secretary of State County Offices: County Auditor General §44.4, 45.4 State and Federal Offices: Secretary of State March 2021 Prepared by the Office of Iowa Secretary of State 1 Filing Officers for Special Elections The term "special election" applies to any item appearing on the ballot that is not automatically required to appear on a ballot(i.e. public measures and elected offices where vacancies have occurred). Special elections may be held in conjunction with the regular city—school election, the general election, and on other dates as provided by law. For special elections, the filing officer is the same individual as it is for regularly scheduled elections. For example, the school secretary is the filing officer for a special election to fill a vacancy on a school board. Petition Signers and Convention Attendees Petition signers and convention attendees usually must be eligible electors. In some situations, petition signers must be registered voters. The Iowa Code statute authorizing the special election will indicate the required qualifications of petition signers. Eligible Elector Defined An eligible elector meets all of the requirements to register to vote but does not have to be registered to vote. An eligible elector must be: ■ A citizen of the United States ■ A resident of Iowa ■ At least 18 years old or in the case of a primary election will turn 18 by the date of the respective general or city election [48A.5] An eligible elector may not: ■ Be a convicted felon (unless voting rights have been restored by the president or governor, including through Executive Order) ■ Currently be judged incompetent to vote by a court ■ Claim the right to vote in any other place [§39.3(6)] Candidate Qualifications Candidates must be eligible electors. See the Candidate Qualifications charts on the next three pages for specific residency requirements for each office. [§39.26, 43.14(1)(c), 161A.5(2)(b), 277.27, 376.4(1)] March 2021 Prepared by the Office of Iowa Secretary of State 2 Primary Election Candidate Qualifications Federal Office U.S.Citizenship Residence Age Term Signatures Needed U.S.Senator Iowa resident at the 3,500;must collect at least 100 At least 9 years 30 when signatures from when sworn in. time of the sworn in. 6 years at least 19 counties. [U.S.Constitution,Art.1,Sec.3] general election. 1,726;must collect at[east 47 U.S.Representative At least 7 years Iowa resident at the 25 when signatures from'/2 of the counties when sworn in. time of the sworn in. 2 years of congressional district. [U.S.Constitution,Art.1,Sec.2] general election. [§45.1(2)] State Executive Office U.S.Citizenship Residence Age Term Signatures Needed Governor& 3,500;must run as a team; Lieutenant Governor 2 years at the Iowa resident for 2 30 at the time must collect at least 100 general election. years at the time of the of general 4 years signatures from at least 19 [Iowa Constitution,Art.IV,Sec.6] general election. election. counties. 45.1 1 Secretary of State,Auditor of Citizen at the time Iowa resident at the 18 at the time 2,500;must collect at least 77 Secretary of Agriculture, State,Treasurer of State, time of the general of the election. election. of election. 4 years signatures from a[east 18 Attorney General [§39.26] [§39 26] [§39.26] counties[§45.1(1)] Iowa General Assembly U.S.Citizenship Residence Age Term Signatures Needed State Senator Citizen at the time 1 year in Iowa,60 days 100 from state of the election. in the district at the time w when 4 years senate district. [Iowa Constitution,Art.III,Sec.5] [§39.26] of the general election. sworn in. [§43.20(1)(c)] State Representative Citizen at the time 1 year in Iowa,60 days 21 when 50 from state representative of the election. in the district at the time 2 years district. [Iowa Constitution, 39.26 of the sworn in. [§43.20 1 c Art.III,Sec.3-4] [§ ] general election. ( )( )] County Offices U.S.Citizenship Residence Age Term Signatures Needed Plan 1 and 2 Counties: At least 100 or 2%of the party vote in the county at last general Iowa resident at time of election,whichever is less. Citizen at the time general election. 18 at the time Registered voter of the Plan 3 Counties:At least 100 or County Supervisor of the election. county/supervisorof election. 4 years 2%of the party vote in the [§39.26] district when sworn in. [§39.26] supervisor district(including [§39.26,331.201(2)] election day and absentee)at last general election,whichever is less. [§43.20(1)(d)] County Attorney Iowa resident at time of At least 250 or 1%of registered Citizen at the time general election. 18 at the time voters in the county as of July 1 Must be admitted to the practice of the election. Registered voter in the of election. 4 years of previous year, of law in the courts of Iowa when [§39.26] county when sworn in. [§39.26] whichever is less. sworn in.[§331.751(2)] [§39.26,331.751(2)] [§45.1(5)] Iowa resident at time of At least 250 or 1%of registered County Auditor Citizen at the time general election. 18 at the time voters in the county as of July 1 County Treasurer of the election. Resident of the county of election. 4 years of previous year, County Recorder [§39.26] when sworn in. [§39.26] whichever is less. [§39.26-27] [§45.1(5)] County Sheriff Iowa resident at time of At least 250 or 1%of registered Citizen at the time election.Resident of 21 when voters in the county as of July 1 Must meet the requirements in of the election. the county sworn in. 4 years of previous year, Iowa Code§331.651. [§39.26] when sworn in. [§331.651(2)] whichever is less. [§39.26-27] [§45.1(5)] March 2021 Prepared by the Office of Iowa Secretary of State 3 General Election Candidate Qualifications Federal Office U.S.Citizenship Residence Age Term Signatures Needed President&Vice President U.S.resident for 14 3,500;must run as a team; Natural born citizen. years and at time of 35 when 4 must collect at least 100 signatures [U.S.Constitution,Art.2,Sec.11 election. sworn in. years from at least 19 counties. 45.1 1 U.S.Senator 3,500;must collect at least 100 At least 9 years Iowa resident at the 30 when 6 signatures from [U.S.Constitution,Art.1,Sec.3] when sworn in. time of the election. sworn in. years at least 19 counties. 45.1 1 U.S. Representative 1,726;must collect at least 47 At least 7 years Iowa resident at the 25 when 2 signatures from /1 of the counties of [U.S.Constitution,Art.1,Sec.2] when sworn in. time of the election. sworn in. years congressional district. 45.1 2 State Executive Office U.S.Citizenship Residence Age Term Signatures Needed Governor& Iowa resident for 2 30 at the time 3,500;must run as a team; Lieutenant Governor 2 years at the time years at the time of the of the 4 must collect at[east 100 signatures of the election. election. election. years from at least 19 counties. [Iowa Constitution,Art.IV,Sec.61 [§45.1(1)] Secretary of State,Auditor of Citizen at the time Iowa resident at the 18 at the State,Treasurer of State, time of 4 2,500;must collect at least 77 election. years Secretary of Agriculture, of the election. time of the election. signatures from a[east 18 counties Attorney General [§39.26] [§39.26] [§39 26] [§45.1(1)] Iowa General Assembly U.S.Citizenship Residence Age Term Signatures Needed State Senator Citizen at the time 1 year in Iowa.60 days 25 when 4 100 from state senate district. of the election. in the district at the sworn in. years [§45.1(3)] [Iowa Constitution,Art.III,Sec.5] [§39.26] time of the election. State Representative Citizen at the time 1 year in Iowa.60 days 21 when 2 50 from state of the election. in the district at the representative district. Art.III,Sec.3-4 [Iowa Constitution, [§39.26] time of the election. sworn in. years [§45.1(4)] County Offices U.S.Citizenship Residence Age Term Signatures Needed Plan 1 and 2 Counties:At[east 250 or 1%of registered voters in the Iowa resident at the county as of July 1 of previous Citizen at the time time of the election. 18 at the year,whichever is less. County Supervisor of the election. Registered voter of the time of 4 0 [§39.26] county/supervisor election. years Plan 3 Counties:At[east 150 or 1/o district when sworn in. [§39.26] of registered voters in the [§39.26,331.201] supervisor district as of July 1 of previous year,whichever is less. [§45.1(5-6),IAC 721-21.601(2)] County Attorney Iowa resident at the 18 at the At least 250 or 1%of registered Citizen at the time time of the election. voters in the county as of July 1 of Must be admitted to the practice of the election. Registered voter in the time of 4 previous year, of law in the courts of Iowa [§39.26] county when sworn i election. years n. whichever is less. when sworn in.[§331.751(2)] [§39.26,331.751(2)] [§39.26] [§45.1(5)] Iowa resident at the 18 at the At least 250 or 1%of registered County Auditor Citizen at the time time of the election. voters in the county as of July 1 of County Treasurer of the election. Resident of the county time of 4 previous year, County Recorder [§39.26] when sworn in. election. years whichever is less. [§39.26-27] [§39.26] [§45.1(5)] County Sheriff Iowa resident at time of At[east 250 or 1%of registered Citizen at the time election.Resident of 21 when voters in the county as of July 1 of Must meet the requirements in of the election. the county sworn in. years previous year, Iowa Code§331.651. [§39.26] when sworn in. [§331.651(2)] whichever is less. [§39.26-27] [§45.1(5)] March 2021 Prepared by the Office of Iowa Secretary of State 4 Non-Partisan Office Candidate Qualifications Non- Partisan U.S. Citizenship Residence Age Term Signatures Needed Offices Iowa resident at the time of 18 at the Citizen at the time the election.Trustees must be time of No petition is required. Township Trustee of the election. registered voters of the 4 years 2 [§39.26] township when sworn in. election. [§39.22( )(a)] 39.26,359.17(l)] [§39.26] Citizen at the time Iowa resident at the time of 18 at the the election.Resident of the time of No petition is required. Township Clerk of the election. township when sworn in. election. 4 years [§39 22(2)(a)] [§39.26] 1§39.26-27] [§39.26] Iowa and district resident at Soil&Water Citizen at the time the time of the election. 18 at the 25 from the Conservation of the election. Cannot reside in the same time of 4 years conservation district. township as any other board election. 161A.5 3 a Board [§39.26] member. [§39.26] [§ ( )( )] [§161 A.5(2)(b)] 4 years in counties Iowa resident at the time of 18 at the with population Citizen at the time the election.Resident of the under 400,000 County Hospital of the election. county time of Trustee election. 50 from the county. [§347.25] [§39.26] whe sworn in. 6 years in a county [§39.26 n39.27,347.9] [§39.26] with population of at least 400,000 Iowa resident at the time of 18 at the County Citizen at the time the election.Registered voter time of 25 from the Agricultural of the election. of the extension district when 4 years extension district. Extension [§39.26] sworn in. election. [§176A.8(3)] [§176A.5] [§39.26] Primary or Runoff Provision Cities: At least 10 or 2%of number of people who voted for the office at last regular city election. [§376.4] 18 at the Chapter 45 Cities: time of For cities with a population of Citizen at the time of Resident of the city at time of filing 3,500 or greater,at least 25 filing papers and at the filing papers.Resident of ward papers and eligible electors of City Offices time of the election. (if any)at time of filing papers at 2 or 4 years city or ward. [§39.26,376.4(1)(a)] and at time of election. time of [§45.1(8)(a)] [§376.4(1)(b)] election. [§39.26, For cities with a population 376.4(1)] between 100 and 3.499,at least 10 eligible electors of city or ward. [§45.1(8)(b)] For cities with a population of 99 or less,at least 5 eligible electors of city or ward.[§45.1(8)(c), 376.4 Citizen at the time Iowa resident and resident of 18 at the City Hospital hospital service area at the time of See requirements for Trustee of the election. time of the election. election. 4 Years regular city offices. [§39.26] [§392.6(1)] [§39.26] Citizen at the time Resident of school district and 18 at the Between 10 and 50,depending School Board director district(if any)at time time of on the number of registered Directors of the election. of election. election. 4 years voters in the district as of May 1. [§277.27] [§277.27] [§277.27] [§277.4,IAC 721-21.500] Community Citizen at the time Iowa resident at the time of 18 at the At least 50 signatures the election.Resident of the time of College of the election. 4 years from director district. Board Trustees [§39.26] director district when sworn in. election. [§260C.15(2)] [§39.27,260C.11(1)] [§39.26] March 2021 Prepared by the Office of Iowa Secretary of State 5 Candidate Filing Periods Candidate filing periods are set by Iowa law. For regularly scheduled elections, filing periods always start on a Monday. Dates are determined by starting at election day, with election day being zero, and counting backwards. Include weekends and holidays when counting days. Important Note: The filing officer's office must be open until 5:00 p.m. on the last day of the filing period. Election Type Candidate Filing Period School Election Filing Period Begins: 71 days before the date of the regular city—school election [§260C.15(3),277.4(1)] Filing Period Ends: 47 days before the date of the regular city—school election City Primary Filing Period Begins: 85 days before the date of the regular city—school election Election [§376.4(1)(a)] Filing Period Ends: 68 days before the date of the regular city—school election Regular City & Filing Period Begins: 71 days before the date of the regular city—school election City Runoff Elections Filing Period Ends: 47 days before the date of the regular city—school election Primary Election Filing Period Begins: 99 days before the date of the primary election State & Federal Offices Filing Period Ends: 81 days before the date of the primary election [§43.11(2)] Primary Election Filing Period Begins: 92 days before the date of the primary election County Offices [§43.11(1)] Filing Period Ends: 74 days before the date of the primary election General Election Filing Period Begins: 99 days before the date of the primary election State & Federal Offices Filing Period Ends: 81 days before the date of the primary election [§43.78(2),44.4(1)(a),45.4] General Election Filing Period Begins: 92 days before the date of the primary election County Offices [§43.78(3),44.4(1)(a),45.4] Filing Period Ends: 74 days before the date of the primary election *Refer to the election calendars for specific dates. March 2021 Prepared by the Office of Iowa Secretary of State 6 Nomination Papers Overview Nomination papers consist of an affidavit of candidacy and either a nomination petition or convention certificate. All candidates must file an affidavit of candidacy. Whether a candidate will file nomination petitions or a convention certificate will depend on which nomination method the candidate uses. Exception: Nomination petitions or convention certificates are not required for township offices. [§39.22(2)(a)] Availability of Nomination Papers Nomination papers are prescribed by the Secretary of State's (SOS) Office. Papers for all offices may be obtained from the SOS website: http://sos.iowa.gov/elections/candidateslindex.html. Filing officers should provide copies of the papers and candidate guides to anyone who asks for them. Candidates may request the papers by mail, email, or in person at the filing officer's office. Best Practice: Provide at least one copy of the candidate's guide, affidavit of candidacy, nomination petition, and convention certificate to a candidate. Filing officers may charge for the cost of reproduction for additional copies. Public Information Filing officers are not required to record the names of persons who have requested nomination papers. However, if the filing officer has recorded those names that information is considered public record. Filed nomination papers are public records. They may be examined by anyone who wishes to see them. It is not necessary to record the names of persons who examine nomination papers. Important Note: Because filed nomination papers must be available for public inspection during the filing period, school secretaries and designated city clerks must not deliver the papers to the county auditors before the end of the filing period. [§44.15, 277.4] Best Practices: Supervise persons who are examining the filed original nomination papers. A fee may be charged for the supervision. Do not permit anyone to remove nomination papers from the office. Do not allow anyone to alter nomination papers. [§22.3, 43.16, 44.16, 44.15, 45.5(4)] Photocopies of nomination papers may be purchased as well. Filing officers may charge a fee for the copies as long as the fee is the same for photocopies of other documents the officer may provide. [§22.3] March 2021 Prepared by the Office of Iowa Secretary of State 7 Preparing for the Filing Period Know the Ballot Contents Be sure to know which offices and public measures must appear on the ballot for upcoming elections. This includes offices regularly scheduled to be on the ballot as well as any vacancies that must appear. Best Practice: City clerks and school secretaries should communicate with the county auditor to determine which offices, including vacancies, and public measures must appear on the ballot Receipts, Logs, and Accounting Best Practices: Issue a receipt to all persons who file nomination papers. A sample "Receipt for Nomination Papers" is available in the Election Forms Library, and the county auditor can provide the form to school secretaries and designated city clerks. Use a log or accounting system to keep track of nomination papers as they are filed.A sample "Nomination Papers Log" is available in the Election Forms Library, and the county auditor can provide the form to school secretaries and designated city clerks. Keep nomination papers in a secure location (e.g. a locked filing cabinet, the office safe, etc.,) during the filing period. March 2021 Prepared by the Office of Iowa Secretary of State 8 Receiving Nomination Papers Overview There are several steps to the nomination paper filing process: • Receipt by the filing officer(i.e. transfer of custody of the nomination papers) ■ Review by the filing officer ■ Acceptance or rejection by the filing officer If a petition or certificate is required, the affidavit of candidacy must be filed at the same time as the nomination petitions or convention certificate. If only one part is filed, it must be rejected. [§43.19, 43.88, 161A.5(3)(b), 260C.15(2) 277.4(2)(b), 376.4(2)(b)] Receiving Nomination Papers In-Person 1. Be sure all the petition pages or convention documents are fastened together. If the papers are not bound, ask the candidate to bind them or bind them in the filer's presence. 2. Be sure the correct forms are being filed. Each candidate must file an affidavit of candidacy (no exceptions). Each candidate also must file nomination petitions or convention certificates. Exception: Petitions or convention certificates are not required for township offices. [§39.22(2)(a)] 3. Review the affidavit of candidacy for blank fields. If required information is missing, ask the candidate to complete a new affidavit of candidacy. To determine what information is required, see the"Reviewing the Affidavit of Candidacy" section in this guide. Important Note: Once notarized, an affidavit cannot be altered. A new affidavit must be completed by the candidate if changes need to be made. 4. Ask any questions about the nomination papers while the filer is still in the office. Best Practice: Ask who to contact if there are any questions regarding the filing. 5. Complete the nomination paper log and a receipt. Make a copy of the receipt. Give the original receipt to the filer and attach the copy to the nomination papers. Time-stamp the affidavit and the first page of the petition or certificate to note the time the papers were received. Important Note: Do not"File" stamp the nomination papers until they have been reviev�ed and accepted. March 2021 Prepared by the Office of Iowa Secretary of State 9 Receiving Nomination Papers in the Mail 1. Be sure all the petition pages or convention documents are fastened together. If the papers are not bound, bind them. 2. Be sure the correct forms are being filed. Each candidate must file an affidavit of candidacy (no exceptions). Each candidate also must file nomination petitions or convention certificates. Exception: Nomination petitions or convention certificates are not required for township offices. [§39.22(2)(a)] 3. Complete the nomination paper log and a receipt. Attach the receipt to the nomination papers. Time-stamp the affidavit and the first page of the petition or certificate to note the time the papers were received. Important Note: Do not"File" stamp the nomination papers until they have been reviewed and accepted. Faxed Affidavits Candidates may fax a notarized affidavit of candidacy to the filing officer if necessary. If a candidate chooses to do so: ■ The faxed copy must arrive before the filing deadline. ■ The candidate also must mail the original, notarized affidavit of candidacy to the filing officer. The affidavit must be postmarked before the filing deadline to be considered on time. ■ The filing officer must receive the original affidavit no later than seven days after the filing deadline regardless of when it was postmarked. If the original affidavit of candidacy arrives late or is postmarked after the deadline,the nomination papers are void. Nomination petitions and convention certificates cannot be faxed and must be filed before the filing deadline even if the affidavit of candidacy was faxed. Best Practice: If a candidate needs to fax an affidavit,the candidate should contact the filing officer prior to faxing the document to discuss filing the rest of the nomination papers. [IAC 721-21.2(3)] March 2021 Prepared by the Office of Iowa Secretary of State 10 Reviewing Nomination Papers Overview Nomination papers must be reviewed to ensure they are legally sufficient and can be accepted for filing. [§44.15, 45.4, 277.4(3), 376.4(4)] Important Note: School secretaries and city clerks designated to receive nomination papers make the determination to accept or reject nomination papers and must review them once received from candidates. Auditors do not review nomination papers received by school secretaries or designated city clerks. Best Practice:Work with only one set of nomination papers at a time. A"Checklist for Reviewing Nomination Papers" is available in the Election Forms Library, and the county auditor can provide the form to school secretaries and designated city clerks. Accepted on Their Face The Iowa Code states that nomination papers must be "accepted on their face"when they appear to be legally sufficient. [§44.15, 45.4, 277.4(3), 376.4(4)] This means that filing officers must inspect nomination papers to ensure they are legally sufficient and the required information is included. While doing so, the information presented on the papers must be accepted on its face. This does not mean nomination papers should not be examined. Example: In Humboldt School District, the office of school board director is on the ballot. Wayne Butler files nomination papers as a candidate for school board and lists his address on his affidavit of candidacy as: 45 Main Street, Humboldt City. The school secretary knows everyone in Humboldt City, but she has never heard of Wayne Butler. The school secretary also knows there is a Main Street in town, but she thinks someone else lives at that address. Q: Should the secretary use the Humboldt City phone book to check Mr. Butler's address? A: No. The secretary must accept Mr. Butler's address on its face. Filing officers should assume the candidate is qualified unless an objection is filed, and the objection hearing proves otherwise. March 2021 Prepared by the Office of Iowa Secretary of State 11 Noting Deficiencies Filing officers must mark any deficiencies found on nomination papers. Best Practice: Use a highlighter to mark these deficiencies so the nomination papers cannot be altered and resubmitted. [§43.14(3), 45.5(4)] Example: When a candidate turns in a nomination petition with petition headers that do not contain the name of the office the candidate is seeking, no signatures on those pages can be counted. The blank"Office Sought' field in the header should be highlighted before the rejected papers are returned to the candidate. March 2021 Prepared by the Office of Iowa Secretary of State 12 Reviewing the Affidavit of Candidacy All candidates must complete and file an affidavit of candidacy. Important Note: For the general election, candidates for president and vice president as well as for governor and lieutenant governor file as a team. However, each candidate must file an affidavit of candidacy. [§45.1(7), 45.3] Affidavit Elements The affidavit should include the following information: ■ Candidate's Name o Highlight this field if left blank. The candidate's name must be printed exactly as the candidate wishes the name to appear on the ballot. No parentheses, quotation marks, or titles (e.g. Dr., Mrs., etc.) may be included. The phonetic spelling of the candidate's name is suggested information. This is helpful for producing audio ballots for voters who are visually impaired. The candidate should be as clear as possible (e.g. Eisenhower = "EYES-in-how-er"). ■ Office Sought and District or Ward (if any) o Highlight these fields if left blank. The name of the office and the congressional, state senate, state representative, supervisor district, city ward or other district (if any) that the candidate is running for must be included. ■ Vacancy Information Is the candidate running to fill a vacancy due to the death, resignation, removal, or temporary appointment of an office holder? The "yes" box must be checked if the candidate is running to fill the remainder of an unexpired term. This happens when an incumbent office holder resigned, died, or was removed from office before the end of the term and another officer was not elected or another officer was appointed (not elected)to fill the remainder of the unexpired term. o Highlight this field if left blank and was required. Candidates should contact the filing officer if they are unsure whether they are running to fill a vacancy. March 2021 Prepared by the Office of Iowa Secretary of State 13 ■ Type and Date of Election o Highlight these fields if left blank. ■ Candidate's Affiliation This is a required field for partisan offices. Candidates for the primary election, candidates nominated by political party conventions, and candidates nominated by NPPOs must provide their party or NPPO affiliation. The name of an NPPO cannot be more than five words and no part or version of the words Democratic or Republican may be used as part of the NPPO's name. o Highlight this field if left blank and was required. Important Note about "Independent" Candidates: The term "independent" is used by candidates and the general public to refer to candidates who are not running under any party or NPPO's ticket. In Iowa, if a candidate writes the word "Independent" on nomination papers, that candidate is indicating membership in the "Independent" NPPO and will be listed on the ballot that way. If a candidate intends to run without any party or NPPO affiliation, the box next to "Not affiliated with any organization" on the nomination petition and affidavit of candidacy should be checked. The candidate's name will appear on the ballot without any reference to a party affiliation. ■ Candidate's Home Address o Highlight this field if left blank. Candidates must provide their house number, street name, city, and county of residence. Mailing address, phone, and email are optional but do assist the filing officer and the public in contacting the candidate. ■ Candidate's Affirmation, Signature, and Notarization o Highlight if the notarization is left blank or is deficient in some way. The affidavit must be notarized. A notarial officer must be present when the candidate signs the affidavit, and the notarial officer will complete the verification on the bottom of the affidavit. Once an affidavit is notarized, the affidavit cannot be altered. There are two ways an affidavit can be notarized: by a commissioned notary public or by a person who is allowed by law to witness signatures because of the person's position. In the case of affidavits of candidacy, the county auditor and the city clerk may witness signatures. School secretaries are not given this authority by the Iowa Code. School secretaries can notarize documents only if they are commissioned notary publics. March 2021 Prepared by the Office of Iowa Secretary of State 14 Notarized by a Commissioned Notary Public The notary must complete the verification on the bottom of the affidavit which includes the following: 1. The state the notary is commissioned by (an Iowa notary is not required) 2. The name of the county in which the notarization is taking place 3. The date of the notarization 4. The printed name of the candidate 5. The seal, signature, and commission expiration date of the notary Notarized by a City Clerk or County Auditor who is not a Commissioned Notary Public If the auditor or clerk is not a commissioned notary public, the auditor or clerk may still notarize the affidavit. When notarizing the affidavit, the auditor or clerk must include all of the following in the space for notarization on the document: 1. The auditor's or clerk's signature 2. The title " County Auditor" or" City Clerk" as appropriate [§9B.10, 39.22(2)(a) 43.14(4), 44.3(2), 45.5(5), 161A.5(3)(b), 260C.15(2), 277.4(2)(b), 376.4(2)(b)] Rejecting Affidavits Affidavits missing the information listed below must be rejected: ■ Candidate's name ■ Office sought and district (if any) ■ Party affiliation (if filing for a partisan office) ■ Candidate's signature ■ Signature of notary public [§43.14(4), 44.3(2), 45.3, 45.5(5)(d)] March 2021 Prepared by the Office of Iowa Secretary of State 15 Reviewing Nomination Petitions There are four types of nomination petition corms prescribed by the SOS: 1. Nomination Petition for Primary Election 2. Nomination Petition for Partisan Office 3. Nomination Petition for Non-Partisan Office 4. Nomination Petition for Community College Trustee The nomination petitions are available in the "Candidates" section on the SOS website and in the Election Forms Library, and the county auditor can provide the forms to school secretaries and designated city clerks. Candidates must file their nomination petitions at the same time the affidavit of candidacy is filed. Be sure the minimum number of signatures has been filed. See the Candidate Qualifications charts for signature requirements. Candidate Information Before anyone signs the petition, the required information in the candidate header of every petition page must be completed. Best Practice:Advise candidates to complete the header on one petition page and make copies of that page so all petition page candidate headings are identical. The information listed below must appear on each petition candidate header for all offices. Signatures cannot be counted on petition pages missing the following information: ■ Candidate's Name o Highlight this field if left blank. The candidate's name should be printed exactly as the candidate wishes the name to appear on the ballot. No parentheses, quotation marks, or titles (e.g. Dr., Mrs., etc.) may be included. Important Note: For the general election, candidates for president and vice president file as a team. Both candidates must be named on the same petition. For the general election,governor and lieutenant governor candidates affiliated with an NPPO or without any NPPO or party affiliation file as a team. Both candidates must be named on the same petition. For the primary election, candidates for governor are listed independently on the nomination petition. The Democratic and Republican candidates for lieutenant governor are nominated by the state political party conventions and must file an affidavit of candidacy before the general election candidate filing period deadline. March 2021 Prepared by the Office of Iowa Secretary of State 16 [§43.123, 45.1(7)(b)] ■ Office Sought o Highlight this field if left blank. ■ Office District or Ward (if any) o Highlight this field if left blank. The candidate must provide the district number or ward (if any). Signatures on petition pages that do not provide the applicable district number (when required) cannot be counted. ■ Type and Date of Election o Highlight these fields if left blank. ■ miners' and Candidate's Affirmation of Residence The following statement must appear on each petition page: "We, the undersigned eligible electors of the appropriate county, supervisor, legislative district, city, school district, or school or community college director district in the state of Iowa hereby make the nomination outlined above. If the candidate named above accepts the nomination, we believe the candidate is or will be a resident of the appropriate county, supervisor, legislative district, city, school district, or school or community college director district within the time frame required by law(60 days prior to the general election for state senate and state house candidates)." o Make a note on the petition page if this statement is missing. ■ Candidate's County of Residence Primary Election: The candidate's county of residence must be indicated for all offices except for state senator and state representative. Highlight this field if left blank. Petition headers for state senator and state representative candidates also must include a statement that the candidate will be a resident of the legislative district at least 60 days before the general election. Make a note on the petition page if this statement is missing. All Other Elections: Candidates do not need to provide. March 2021 Prepared by the Office of Iowa Secretary of State 17 ■ Candidate's Affiliation Partisan Offices: Democratic, Republican, "Not affiliated with any organization" or "Name of Non-Party Political Organization" must be marked. The name of an NPPO cannot be more than five words and no part or version of the words Democratic or Republican may be used as part of the NPPO's name. The name of the NPPO will be listed after the candidate's name on the ballot. If"Not affiliated with any organization" is marked, the candidate's name will appear on the ballot without any reference to a party affiliation. Highlight this field if left blank. All Other Offices: Candidates do not need to provide. The following information also should appear on each petition header for all offices: ■ Vacancy Information Is the candidate running to fill a vacancy due to the death, resignation, removal, or temporary appointment of an office holder? The "yes" box must be checked if the candidate is running to fill the remainder of an unexpired term. This happens when an incumbent office holder resigned, died, or removed from office before the end of the term and another officer was not elected or another officer was appointed (not elected)to fill the remainder of the unexpired term. o Highlight this field if left blank and was required. Candidates should contact the filing officer if they are unsure whether they are running to fill a vacancy. ■ Signers' County of Residence This is only required on petitions for U.S. senate, U.S. representative, and statewide candidates. Each petition page should include signatures from only one county for these offices. o Highlight this field if left blank and was required. [§45.5(2) & (4), 45.6] March 2021 Prepared by the Office of Iowa Secretary of State 18 Rejecting Petition Pages All signatures on petition pages missing the required information cannot be counted. [§43.14(1), 43.14(2), 45.5(1), 45.5(2)] Signature Line Elements All signers must include the following information: ■ Signature of Eligible Elector o Highlight this field if left blank. Signatures do not have to be legible and may include printed names. ■ Address of Eligible Elector o Highlight this field if left blank or if the address is obviously outside the applicable district. This must include a house number, street name, and city. Providing a post office box only is not sufficient. A signer who is homeless should describe where the signer lives or write "homeless". Signers may abbreviate the name of a city if it is clear for which city the abbreviation stands. [§43.14(2), 43.15(2), 45.5(2), 45.6(2), 260C.15(2), 277.4(2)(b), 376.4(2)(a)] Important Note: Petition signers for community college director candidates also must include the school district in which they reside. [§260C.15(2)] Ditto Marks Petition signers often use "ditto" marks ( " )when appropriate (e.g. when the name of a city or the date of signing the petition is the same as the previous signer). The use of ditto marks alone does not invalidate a signature. Rejecting Signature Lines Signature lines missing the signature or complete address or containing an address obviously outside the district cannot be counted. If the petitions do not contain the minimum number of required signatures, the nomination papers must be rejected. [§43.14(2), 43.15(2), 45.5(2), 45.6(2)] March 2021 Prepared by the Office of Iowa Secretary of State 19 Qualifications of Petition Signers Petition signers must be eligible electors from the jurisdiction and district or ward (if applicable). School Districts with Director Districts In school districts where directors are voted on only by the residents of the director district, petition signers must live in the director district. In school districts where directors must reside in a specific director district but are voted upon by the entire school district, petition signers may live anywhere in the school district. [§277.4(2)(a)] Cities with Wards In cities where council members are voted on only by residents of the ward, petition signers must live in the ward. In cities where council members represent a ward but are voted on upon by the entire city, petition signers may live anywhere in the city. [§45.1(8), 376.4(1)(b)] Supervisor Plan 2 Counties Petition signers may live anywhere in the county. [§43.20(1)(d), 45.1(5)] Supervisor Plan 3 Counties Petition signers must live in the supervisor district. [§43.15(3), 45.1(6)] Collecting Signatures Candidates may begin collecting signatures at any time. However, the signers still must be eligible electors when the papers are filed in order for the signatures to count. Candidates may sign their own petitions assuming they are eligible electors of the jurisdiction and district or ward. There is no limit on the number of nomination petitions for different candidates that one eligible elector may sign. [§43.15(1), 45.6(1), 277.4(2)(b), 376.4(2)(a)] March 2021 Prepared by the Office of Iowa Secretary of State 20 Reviewing NPPO Convention Certificates NPPOs can hold conventions to nominate one candidate for each partisan office for the general election as well nominate candidates for offices in Chapter 44 cities. Candidates nominated at a convention must file an affidavit of candidacy and NPPO convention certificate. Convention Attendance Requirements Minimum requirements for attendance at nominating conventions are established by law. If the minimum attendance requirements are not met, the nominations made at the convention cannot be included on the ballot. Eligible electors may attend more than one nomination convention. Number of counties or precincts Office Minimum Attendance that must be represented by at least one eligible elector U.S. Senator, President&Vice President, 500 eligible electors 25 counties Governor & Lt. Governor, and Statewide Offices U.S. Representative 200 eligible electors '/z of counties in district State Senator 50 eligible electors '/2 of precincts in district State Representative 25 eligible electors '/2 of precincts in district County Offices 20 eligible electors '/2 of precincts in county Chapter 44 City Offices 20 eligible electors '/z of precincts in city [§44.1] March 2021 Prepared by the Office of Iowa Secretary of State 21 NPPO Convention Certificate Elements The convention certificate must include the following information: ■ Name of NPPO o Highlight this field if left blank. The name of an NPPO cannot be more than five words and no part or version of the word Democratic or Republican may be used as part of the NPPO's name. ■ Name of Each Candidate Nominated o Highlight this field if left blank. ■ Office(s) Sought and District or Ward (if any) o Highlight these fields if left blank. The name of the office and the congressional, state senate, state representative, supervisor district, ward, or other district (if any) that the candidate is running for must be included. ■ Home Address of Each Candidate o Highlight this field if left blank. Candidates must provide their house number and street name. ■ Names and Addresses of NPPO's Executive or Central Committee Members o Highlight these fields if left blank. ■ Method for Filling Ballot Vacancies NPPOs may specify the organization's provisions (if any) for filling vacancies in nominations. If it wishes to make a substitution for a ballot vacancy, the NPPO must file these provisions. March 2021 Prepared by the Office of Iowa Secretary of State 22 ■ Affidavit and Addresses of Chairperson and Secretary o Highlight these fields if left blank. The chairperson and secretary of the convention must sign the certification of nomination from the convention.They also must include their places of residence. ■ Name and Address of Each Delegate in Attendance at Convention o Highlight these fields if left blank. [§44.1, 44.2, 44.3(1)(h)] The convention certificate also should include the following information: ■ Date of Convention ■ Type and Date of Election ■ Vacancy Information Is the candidate running to fill a vacancy due to the death, resignation, removal, or temporary appointment of an office holder? The "yes" box must be checked if the candidate is running to fill the remainder of an unexpired term. This happens when an incumbent office holder resigned, died, or was removed from office before the end of the term and another officer was not elected or another officer was appointed (not elected)to fill the remainder of the unexpired term. Candidates should contact the filing officer if they are unsure whether they are running to fill a vacancy. When more than one candidate has been nominated at the same convention, those nominations may be added to the certificate by including the required information and using a separate sheet of paper. March 2021 Prepared by the office of Iowa Secretary of State 23 Reviewing Political Party Convention Certificates Political parties may hold nomination conventions to nominate candidates to fill vacancies for special elections held under§69.14 and §69.14A. Prior to the general election candidate filing deadline, political parties may hold nomination conventions to fill ballot vacancies caused by: ■ No candidate being nominated at the primary election ■ An inconclusive primary election (no one received 35% of total votes cast) ■ A primary election winner's withdrawal, death, or failure to qualify (i.e. failure to file an affidavit when nominated by write-in votes) Important Note: The Iowa Code does not provide a start date for filing nomination papers from political party conventions held after the primary election to fill general election ballot vacancies. The nomination papers must be filed by the general election candidate filing deadline but may be filed anytime after the primary election is certified by the county or state board of canvassers. Convention Attendance Requirements Office Convention Convened By Convention Attendees U.S. Senator State Party Chairperson Party's state convention U.S. Representative State Party Chairperson Party's congressional district convention Governor& Lt. Governor State Party Chairperson Party's state convention Attorney General Party's state convention Auditor of State Exception: Instead of holding a Secretary of Agriculture State Party Chairperson state convention, the party's Secretary of State state central committee Treasurer of State may fill vacancies. Party precinct committee State Senate, State House State Party Chairperson members whose precincts lie within the district County Attorney, Auditor, Recorder, Sheriff, Treasurer, County Party Chairperson Party's county convention Board of Supervisors (at-large) Delegates to the party's county County Board of Supervisors convention who represent (by district) County Party Chairperson the precincts that lie within the district [§43.78(1)] March 2021 Prepared by the Office of Iowa Secretary of State 24 Political Party Convention Certificate Elements The convention certificate for political party nominations must include the following information: ■ Candidate's Name o Highlight this field if left blank. The candidate's name should be printed exactly as the candidate wishes the name to appear on the ballot. No parentheses, quotation marks, or titles(e.g. Dr., Mrs., etc.) may be included. ■ Candidate's Home Address and Mailing Address(if different) o Highlight this field if left blank. Candidates must provide their house number and street name. ■ Office Sought and District or Ward (if any) o Highlight these fields if left blank. The name of the office and the congressional, state senate, state representative, or supervisor district (if any) that the candidate is running for must be included. ■ Name of Political Party o Highlight this field if left blank. Either Democratic or Republican must be included. ■ Signatures of Convention Chairperson and Secretary o Highlight these fields if left blank. The chairperson and secretary of the convention must sign the certification of nomination from the convention. [§43.88(1)] The convention certificate also should include the following information: ■ Date of Convention ■ Type and Date of Election March 2021 Prepared by the Office of Iowa Secretary of State 25 ■ Vacancy Information Is the candidate running to fill a vacancy due to the death, resignation, removal, or temporary appointment of an office holder? The "yes" box must be checked if the candidate is running to fill the remainder of an Y g unexpired term. This happens when an incumbent office holder resigned, died, or was removed from office before the end of the term and another officer was not elected or another officer was appointed (not elected)to fill the remainder of the unexpired term. Candidates should contact the filing officer if they are unsure whether they are running to fill a vacancy. March 2021 Prepared by the Office of Iowa Secretary of State 26 Certificate of Presidential Electors Along with nomination papers, candidates for president and vice president must file a certificate of presidential electors. The electors must include one person from each of Iowa's four congressional districts and two from the state at-large. The certificate must include: ■ Candidates' names for president and vice president ■ Name of political party or NPPO ■ Names and addresses of six presidential electors ■ Each elector nominee and alternate elector nominee of a political party or group of petitioners shall execute the following pledge,which shall accompany the submission of the corresponding names to the state commissioner: If selected for the position of elector, I agree to serve and to mark my ballots for president and vice president for the nominees for those offices of the party (or group of petitioners) that nominated me. [§44.3(1)(e), 45.1(7)(a), 54.1, 54.51 March 2021 Prepared by the Office of Iowa Secretary of State 27 Accepting or Rejecting Nomination Papers Overview Nomination papers are filed or rejected as a whole. If the affidavit is rejected, accompanying nomination petitions or convention certificates also are rejected. [§43.19, 43.88, 161 A.5(3)(b), 260C.15(2) 277.4(2)(b), 376.4(2)(b)] Accepting Papers If nomination papers meet all of the legal requirements, accept them for filing: 1. Stamp the papers "filed." Stamp the affidavit of candidacy and the first page of the nomination petitions or convention certificate. [§43.12, 277.4(3), 376.4(4)] 2. Photocopy the affidavit and store the original nomination papers in a secure place in the office. Best Practice: Keep copies of all the affidavits in an easily accessible location in the office for quick reference. Use a log or accounting system to keep track of the nomination papers in your possession. A"Nomination Paper Log" is available in the Election Forms Library, and the county auditor can provide the form to school secretaries and designated city clerks. 3. Inform the candidate that the nomination papers were successfully filed. Best Practice: Phone the candidate if a phone number was provided.Also provide the candidate with a letter stating the papers submitted appear to meet the basic requirements for filing and the candidate's name will appear on the ballot at the election. Give the candidate a file-stamped copy of the affidavit with the letter. Make a copy of the letter sent to the candidate and keep it with the copies of the affidavits and receipts. Rejecting Papers If the papers do not meet all of the legal requirements, they must be rejected. Return the papers to the candidate with a letter stating they do not meet the requirements for filing. In the letter, list the defects found in the papers. If appropriate, explain that the papers may be corrected and re- filed before the filing deadline. [§43.14(3), 45.5(4), 376.4(4)] Best Practice:When nomination papers that were sent through the mail have been rejected, contact the candidate by telephone or email to see if the candidate would prefer to pick up the nomination papers instead of having them returned by mail. March 2021 Prepared by the Office of Iowa Secretary of State 28 Special Circumstances Affecting Nominations Objections to Nomination Papers Any person qualified to vote for an office may file a written objection to a candidate's nomination papers. The objection may call into question the legal sufficiency of the nomination papers or the eligibility of the candidate. Election Type Objection Deadline Objection Filed With Code Cite School Election By 5 p.m. 42 days before School Board Members the city/school election School Secretary §277.5 School Election By 5 p.m. 42 days before Community College §260C.1 5(4)(b) Community College Trustees the city/school election Board Secretary By 5 p.m. 63 days before the city/school election §44.4(3) City Primary Election Control County Auditor (35 days before the 376.4(7) city primary election) Regular City Election including BY 5 p.m. 42 days before Control County Auditor §44.4(2) Cities with Runoffs the city/school election 376.4(7) Primary Election By 5 p.m. 74 days before State & Federal Offices the primary election Secretary of State §43.24(1)(b)(1) Primary Election By 5 p.m. 64 days before County Offices the primary election County Auditor §43.24(1)(b)(2) General Election By 5 p.m. 68 days before State & Federal Offices the general election Secretary of State §44.4(2)(a)(1) General Election By 5 p.m. 64 days before County Offices the general election County Auditor §44.4(2)(a)(2) Special Elections Call the County Auditor Call the County Auditor All Offices or Secretary of State or Secretary of State Important Note: The objection hearing is open to the public. Notice of the time and place of the meeting and an agenda must be published at least 24 hours before the time set for the meeting. [§21.4(2)(a)l March 2021 Prepared by the Office of Iowa Secretary of State 29 Objections to County Political Party Candidates 1. Objection Filed ■ All objections must be in writing. ■ Objections must state a specific reason why the objection is being filed (e.g. candidate is not old enough to hold the office, there are not enough signatures on the petition, etc.,). ■ Objections to signatures must be specific(e.g. signature#8 on page 10 contains an address outside of the applicable district). ■ All objections must be filed with the filing officer for the election. ■ All objections must be filed on or before the objection deadline. [§43.24, 44.4(2), 45.4] 2. Notice to the Candidate The auditor must notify the candidate by certified mail within 72 hours when an objection is filed. The notice must: ■ Be sent to the address on the candidate's affidavit of candidacy ■ State that an objection has been made ■ State the nature of the objection ■ State the time and place of the objection hearing [§43.24(2)(a)] 3. The Hearing The chairperson of the board of supervisors appoints three elected county officials to consider the objection. No one whose eligibility is in question may serve on the objection panel. If the chairperson's eligibility is in question, the county auditor appoints the objection board members. A majority vote of the objection panel decides the issue. [§43.24(3)(b)] March 2021 Prepared by the Office of Iowa Secretary of State 30 Objections to NPPO or Unaffiliated Candidates 1. Ob►ection Filed ■ All objections must be in writing. ■ Objections must state a specific reason why the objection is being filed (e.g. candidate is not old enough to hold the office, there are not enough signatures on the petition, etc.,). ■ Objections to signatures must be specific(e.g. signature#8 on page 10 contains an address outside of the applicable district). ■ All objections must be filed with the filing officer for the election. ■ All objections must be filed on or before the objection deadline. [§44.4(2)(a), 45.41 2. Notice to the Candidate The filing officer (i.e. control county auditor for city candidates, school secretary for school board candidates, county auditor for county candidates) must notify the candidate right away. The notice must: ■ Be sent to the address on the candidate's affidavit of candidacy or certificate of nomination ■ State that an objection has been made ■ State the time and place of the objection hearing 3. The Hearinq County Offices The hearing must be held no laterthan one week after the objection is filed. The county auditor, county treasurer and county attorney consider the objections, unless the objection is to the nomination of one or more of those officers. The chairperson of the board of supervisors, the county sheriff and the county recorder, respectively, must substitute for ineligible officers. A majority decision is final. City Offices In cities where a city primary election will not be held, the hearing must occur no later than one week after the day the objection was filed. March 2021 Prepared by the Office of Iowa Secretary of State 31 If a city primary election must be held, the hearing must be held within 24 hours after the objection is filed. The first two members of the objection panel are the mayor and city clerk. The third member must be chosen by the city council members by ballot. No one whose eligibility is in question may serve on the objection panel.A majority decision is final. School Offices The hearing must be held within two days after the objection is filed. The first two members of the objection panel are the school board president and school secretary. The third member must be chosen by the school board directors by ballot. No one whose eligibility is in question may serve on the objection panel. [§277.5] March 2021 Prepared by the Office of Iowa Secretary of State 32 Candidate Withdrawals To withdraw, candidates must file a written notice with the appropriate filing officer by the withdrawal deadline. Election Type Withdrawal Deadline Withdrawal Filed With Code Cite School Election By 5 p.m. 42 days before School Secretary §44.9(3) School Board Members the city—school election 277.4(4) School Election Not specifically referenced in the Iowa Code. Community College Trustees Consult with legal counsel if a withdrawal is submitted. By 5 p.m. 63 days before the city—school election §44.9(6) City Primary Election Control County Auditor (35 days before the 376.4(7) city primary election) Regular City Election By 5 p.m. 42 days before Control County Auditor §44.9(6) including Cities with Runoffs the city—school election Primary Election 76 days before State & Federal Offices the primary election Secretary of State §43.16 Primary Election 67 days before County Offices the primary election County Auditor §43.16 Candidates Nominated at Primary: 81 days before General Election the general election §43.76(1) State & Federal Offices Secretary of State 44.9(1) NPPO and Nominated by Petition Candidates: 68 days before the general election Candidates Nominated at Primary: 74 days before the general election General Election §43.76(2) County Offices NPPO and Nominated by County Auditor 44.9(2) Petition Candidates: 64 days before the general election Special Elections Call the County Auditor Call the County Auditor All Offices or Secretary of State or Secretary of State Important Note: There are no withdrawal provisions for candidates nominated at city primary elections or at a regular city—school election when a city runoff election is required. March 2021 Prepared by the Office of Iowa Secretary of State 33 Running for More than One Office Prohibited If a candidate files nomination papers for more than one office on the ballot, the candidate must file an affidavit on or before the candidate filing deadline declaring for which office the candidate wants to run. If the affidavit is not filed, the candidate's name cannot appear on the ballot for any of the offices for which the person filed nomination papers. Exception: This prohibition against seeking more than one office does not apply to: ■ County agricultural extension council members ■ Soil and water conservation district commissioners ■ Candidates seeking a city office and school office at the same election [§39.11, 49.41] Holding More than One Office Statewide elected officials, state senators, and state representatives cannot hold more than one elective office at a time. All other elected officials cannot hold more than one elective office at the same level of government at a time. For example, a person could serve on the school board and county board of supervisors, but a person could not serve on the county board of supervisors and serve as county auditor. Exception: This prohibition against holding more than one office does not apply to: ■ County agricultural extension council members ■ Soil and water conservation district commissioners [§39.11] Dual Affiliation Nominations Prohibited A person cannot run for an office as a candidate of more than one political party or NPPO. If two or more political parties or NPPOs nominate the same person for the same office, the nominee must designate with which party or NPPO the nominee wants to be listed on the ballot. This designation must be filed with the appropriate filing officer. If the nominee does not file this designation, the name will appear on the ballot with the name of the political party or NPPO that filed the earliest set of nomination papers. [§49.38, 49.39, 49.40] A person who was nominated by a political party cannot run as an NPPO or unaffiliated candidate for the same office in the same election year. [§44.1] March 2021 Prepared by the Office of Iowa Secretary of State 34 NPPO Candidate Substitutions Only NPPOs may make ballot substitutions. To make a substitution, an NPPO must file the following information with the appropriate filing officer by the candidate filing deadline: ■ The names and addresses of the organization's central committee members, chairperson, and secretary (required on convention certificates), and ■ A description of the method the NPPO will follow to fill any vacancies resulting from the death, withdrawal, or disqualification of any of its candidates. This information can be filed with the convention certificate or as a separate document at the time the candidate's nomination petitions are filed. If this information is not filed, the NPPO may not make a substitution later. [§44.3(g), 44.11, 44.17] School District and City Employees as Candidates There is nothing in the election statutes of the Iowa Code that would prohibit school district and city employees from running as candidates and appearing on the ballot However, there may be other provisions in the Iowa Code that would prevent them from serving the school district or city in both capacities. To determine whether other Code sections would prevent the person from taking office if elected, seek private legal counsel. Candidate Relationships There is no Iowa Code provision prohibiting a husband and wife or parent and child serving as elected officials for the same jurisdiction. March 2021 Prepared by the Office of Iowa Secretary of State 35 Public Measures Overview "Public measure" means any question authorized or required by Iowa law to be submitted to the voters at an election. Public measures may appear on ballots at most regularly scheduled elections or at special elections. Exception: Public measures cannot appear on the ballot at primary elections, city primary elections, and city runoff elections. [§39.2(1), 47.6(1)(a)(1)(b)] The governing body calling for the measure to be placed on the ballot must submit a signed copy of the motion, order, or other official action to the county auditor. Even if a petition requesting a special election is received, the governing body must take action on the petition to formally call for the special election. The governing body should consult with its legal counsel and the authorizing Iowa Code section to determine what type of official action is required. Notice of Election Required Regularly Scheduled Elections County Public Measures The text of the public measure and the motion, order or other official action calling for the measure to be placed on the ballot must be filed with the county auditor by 5:00 p.m. on the last day of the candidate filing period. [§47.6(1)(a)(1)(b)] School and City Public Measures The text of the public measure and the motion, order or other official action calling for the measure to be placed on the ballot must be filed with the county auditor by 12:00 p.m. on the day after the candidate filing deadline. [§277.4(3), 376.4(4)] Special Elections For most special elections for public measures, at least 46 days' notice to the county auditor is required. See the authorizing Iowa Code section and consult with legal counsel to determine how much notice is required. The text of the public measure, proposed date of the special election, and the motion, order or other official action calling for the special election must be filed with the appropriate filing officer. [§47.6(1)(a)(1)(b)] March 2021 Prepared by the Office of Iowa Secretary of State 36 Withdrawing Requests for Public Measure Special Elections Public measures cannot be withdrawn from the ballot if the measure was called by a petition or if a special election was called to decide a public measure for a single political subdivision. This includes changing the requested date of the election once the request has been submitted to the auditor. The public measure may be withdrawn if the measure was placed on the ballot by the governing board for a regularly scheduled election. Notice of the withdrawal must be by resolution of the governing body and filed with the county auditor by the candidate withdrawal deadline. [§47.6(1)(b)] March 2021 Prepared by the Office of Iowa Secretary of State 37 Standards for Reviewing Special Election Petitions Every time a petition requesting a special election is received: 1. Make sure the petition is legally allowed to be filed in the office. Check the Iowa Code section on the petition form (if the petitioners have listed one). Direct the petitioners to the correct filing officer(board of supervisors, county auditor, city clerk, school secretary, etc.) if the petition was not filed in the appropriate office. ■ Most county petitions must be filed with the board of supervisors. Some county petitions must be filed with the county auditor if the Iowa Code section authorizing the special election specifically indicates that. ■ Most city petitions must be filed with the city clerk. ■ Most school district petitions must be filed with the school secretary. 2. Make sure the petition was filed by the deadline for doing so: ■ County petitions pursuant to §331.306: If the petition is requesting a public measure to be placed on the general election ballot, the petition must be filed with the board of supervisors at least 82 days before the date of the election. ■ School district petitions pursuant to §278.2: If the petition is requesting a public measure to be placed on the regular city— school election ballot, the petition must be filed with the school secretary at least 75 days before the date of the election. ■ Petitions filed under the authority of other Code sections: Check the authorizing Iowa Code section and consult with your legal counsel. 3. In all cases, petitions are accepted if they appear to be valid "on their face". This means that filing officers must inspect the petitions to ensure they are legally sufficient and that the required information is included. The information presented on the petitions must be accepted on its face. This does not mean the petitions should not be examined. [§277.7, 331.306(3), 362.4(2)] March 2021 Prepared by the Office of Iowa Secretary of State 38 4. Unless the Iowa Code section authorizing the petition contains different requirements, in order to count signatures on a special election petition, the signers must have included: ■ Their signatures ■ Their statements of place of residence ■ Date of signing [§278.2(2), 331.306(1), 362.4] 5. Requirements for the number of signatures vary depending on the jurisdiction: ■ County petitions pursuant to §331.306: Petitions must contain signatures of eligible electors of the county equal to at least 10% of the votes cast in the county for president or governor at the last general election. [§331.306(1)] ■ City petitions pursuant to§362A Petitions must contain signatures of eligible electors of the city equal to at least 10% of the people who voted at the last regular city—school election, but not less than 10. [§362.4] ■ School district petitions pursuant to§278.2: Petitions must contain signatures of at least 100 eligible electors or a number equal to 30% of the people who voted at the last regular city—school election, whichever is greater. [§278.2(1)] ■ Petitions filed under the authority of other Code sections: Check the authorizing Iowa Code section and consult with your legal counsel. 6. If the petition lacks the required number of signatures or is invalid in any other way, reject the petition and return it to the filer(s). [§277.7, 331.306(1), 362.4(2)] 7. Written objections to petitions must be filed within 5 working days after the petition is filed. The filing officer for objections and the laws regarding filed objections vary depending on the jurisdiction: ■ Objections to §331.306 county petitions must be filed with the county auditor. The process outlined in §44.7 isfollowed when acting on written objections. [§331.306(4)] March 2021 Prepared by the Office of Iowa Secretary of State 39 ■ Objections to §362.4 city petitions must be filed with the city clerk. The process outlined in §44.8 is followed when acting on written objections. ■ Objections to §278.2 school district petitions must be filed with the school secretary. The process outlined in §277.5 is followed when acting on written objections. [§277.7] March 2021 Prepared by the Office of Iowa Secretary of State 40 Filing Officers' Frequently Asked Questions 1. Who may file nomination papers? Anyone may file completed nomination papers on behalf of another person. Candidates do not need to appear in person to file their own papers. 2. May citizens sign more than one set of nomination papers or attend more than one nomination convention? Yes, if they are eligible electors for the office for which the candidate is being nominated. 3. May candidates sign their own nomination papers or attend their own nomination convention? Yes, if they are eligible electors for the office for which the candidate is being nominated. 4. How many candidates who are nominated by petition without affiliation to a political party or NPPO are allowed for each race? There is no limit on the number of candidates who may be nominated by petition without affiliation to a political party or NPPO for any race. 5. May non-partisan candidates run for partisan offices? Yes. Candidates who wish to seek partisan office on a non-partisan basis may circulate nomination petitions. The candidate's name will appear on the ballot without any reference to a party affiliation.These candidates must file papers during the appropriate election filing period. 6. The objection deadline has passed, and I think a candidate who filed nomination papers in my office is not qualified to hold the office. What do I do? Nothing. Nomination papers must be accepted on their face. If no objection was filed, no further investigation on the part of the filing officer is allowed by law. 7. After nomination papers have been accepted for filing, may they be returned to the candidate? No. Nomination papers that have been accepted for filing may not be returned to the candidate or anyone else for any reason (even if the candidate withdraws). Nomination papers are "election materials" after they are accepted and filed and are subject to document retention pursuant to §50.19. March 2021 Prepared by the Office of Iowa Secretary of State 41 Only nomination papers that have been rejected may be returned to the filer. [§43.14(3), 43.16, 44.16] B. May school secretaries and designated city clerks deliver nomination petitions to the county auditor before the day after the candidate filing deadline? No, papers cannot be delivered early. See Iowa Code sections§277.4 (school secretaries) and §376.4 (city clerks). Nomination papers must be made available for public inspection at the filing officer's office during the filing period. Papers cannot be available as provided by law if they are delivered to the county auditor early. 9. If someone is planning to run a write-in campaign, what do they need to do? Nothing. In Iowa, write-in candidates do not need to file nomination papers or declarations of intent to be write-in candidates. March 2021 Prepared by the Office of Iowa Secretary of State 42 Additional Resources 1. County Auditor's Office Contact your local county auditor's office with questions. You can find their contact information at the following website: http://sos.iowa.gov/elections/auditors/auditorslist.html. 2. County, City, or School District Attorney If you are unsure of the answer to a question, the best place to go for advice is the attorney. 3. Secretary of State's Office The SOS Office is open Monday through Friday from 8:00 a.m. to 4:30 p.m. For questions, call (515) 281-0145 or the toll-free hotline 1-888-SOS-VOTE or email sos(a)sos.iowa.gov. The SOS Office website, https://sos.iowa.gov, is set up to serve as a resource for the general public, candidates, county auditors, city clerks, and school secretaries. The following items may be helpful to you and are available either on the website or through your county auditor: ■ Election Calendars https:Hsos.iowa.gov/elections/clerksecretary.html o Possible Special Election Dates Calendar of the possible special election dates for public measures o Three-Year Election Calendar Dates and deadlines for regularly scheduled elections within the current and two succeeding calendar years o Election-Specific Calendars These calendars are a chronological list of things that must be done to prepare for each election and that must be done following election day. These include dates for county auditors, city clerks, and school secretaries. ■ Election Forms ■ Candidate Guides & Nomination Papers http://sos.iowa.gov/elections/candidates/index.htm] Candidate guides are compiled by the Election Division to assist candidates and the public in meeting the requirements of Iowa's election laws. Filing officers are encouraged to furnish candidate guides and nomination papers to all potential candidates. March 2021 Prepared by the Office of Iowa Secretary of State 43 Glossary Below are some commonly used election terms that may be helpful to filing officers. At-Large At-large refers to offices that are elected by an entire county or district even though the office may only represent one part of the county or district. Audio Ballot An audio ballot means the ability of a voting system to read the contents of a ballot to a voter through the use of headphones. Auditor, County A county auditor is the county commissioner of elections and county registrar of voters under Iowa law. Auditor, Control County When a city, school district, or community college crosses county lines, the auditor whose county has the largest taxable base is the control county auditor(or controlling auditor). Canvass The canvass is the process of compiling election results. All elections have at least two canvasses. A canvass is conducted at the precinct after the polls close on election night. It must be completed before the precinct election officials leave. Ballots cast at the polls are counted only at the polling place. Only precinct election officials count votes. Votes are not counted by the county auditor or the auditor's staff. Canvasses also are conducted by the county boards of supervisors. The board compiles election results from all precincts and makes the official report of the outcome of the election within the county. If a jurisdiction is located in more than one county, the board of the control county compiles election results from all counties involved and makes the official report of the outcome of the election for the jurisdiction. A canvass takes place at the state level after the primary election, general election, and special elections to fill vacancies for Congress, state senate, and state representative seats. Chief State Election Official The secretary of state is designated as the chief state election official and the state commissioner of elections. Disqualified Elector A disqualified elector is a person who is not qualified to register to vote or to vote. A disqualified elector is either of the following: • A person who has been convicted of a felony and not had rights restored, • A person who has been judged by a court incompetent to vote. March 2021 Prepared by the Office of Iowa Secretary of State 44 Eligible Elector An eligible elector is a person who meets all of the qualifications to register to vote and to vote. Initiative, Statewide Ballot(Referendum) A statewide ballot initiative is the process of legislating by direct vote of the people. It is voter- initiated. Citizens petition to include legislative or constitutional changes on the ballot. Statewide ballot initiatives are not currently permitted under Iowa law. Merged Area Community colleges are referred to as "merged areas" in the Iowa Code. Nominated by Petition Candidates nominated by petition without affiliation to a political party or NPPO for partisan offices are often referred to as nominated by petition candidates. These candidates' names will appear on the ballot without any reference to a party affiliation. Non-Partisan Candidate A non-partisan candidate is a candidate who is not affiliated with a political party or non-party political organization. Non-Partisan Election A non-partisan election is an election held without reference to the political party affiliation of any candidate. City and school elections always are non-partisan in Iowa. Non-Partisan Office A non-partisan office is any office for which a partisan nomination is not permitted. The name of a candidate for this type of office is listed without reference to a political party or non-party political organization. Non-Party Political Organization (NPPO) A non-party political organization is a political organization that is not a political party as defined by Iowa law. Partisan Election A partisan election is an election at which the political affiliation of candidates is listed next to the candidates' names on the ballot. Partisan Office A partisan office is any office for which a partisan nomination is permitted. The name of a candidate for this type of office is listed with reference to a political party or organization. Political Party Iowa law states that to be a political party in Iowa, an organization must have had a candidate for president or governor who received at least two percent of the total votes cast at the last general election. Then, the organization must apply for political party status in Iowa. Currently Iowa has two political parties: the Democratic Party and the Republican Party. March 2021 Prepared by the Office of Iowa Secretary of State 45 Precinct The precinct is the smallest unit of election geography. All voters in a precinct who vote on election day go to the same polling place to cast their ballots. Precincts are drawn every 10 years after the federal census. No more than 3,500 people can live in a precinct when the lines are drawn. Public Measure A public measure is any question authorized or required by law to be submitted to the voters at an election. Township A township is a political subdivision of a county. The boundaries are set by the county board of supervisors and may include incorporated territory. Vacancy A vacancy is the term used to describe an elective office in need of an officer. Generally, a vacancy is caused when an elected official resigns, dies, or is removed from office. Ward A ward is a geographic unit of some city governments from which city council members are elected. A ward may be composed of one or more precincts. Write-In Vote A write-in vote is a vote cast for a person whose name does not appear on the ballot. March 2021 Prepared by the Office of Iowa Secretary of State 46 City Clerk Planning Worksheet—2021 City Elections City: Clerk: City Clerk Contact Information Phone- Email: Please complete this worksheet and return it to the county auditor no later than August 4. 1. List of Offices Determine which offices will be on the ballot for this year's city election. Length of Date Term Date of Office Term Ends Name of Incumbent Appointment (if applicable) 2. Type of Nomination Process Mark the nomination method adopted by the city's ordinance. Attach a copy of the ordinance with this worksheet (unless the city has primary election provisions). ❑ Primary election provisions ❑ Runoff election provisions ❑ Nomination by petition only(Chapter 45 cities) ❑ Nomination by petition or by convention (Chapter 44 and 45 cities) ❑ Nomination by convention only(Chapter 44 cities) ❑ Special charter city All cities operate under primary election provisions unless the city has adopted another nomination method. For more information, see the City Clerk's guide. Revised 312021 Prepared by the Office of Iowa Secretary of State City Clerk Planning Worksheet- 2021 City Elections 3. Population of City Mark the appropriate population range for your city. ❑ 3,500 or greater ❑ 100—3,499 ❑ Less than 100 In Chapter 45 cities, the population determines the number of signatures candidates will need to collect for nomination petitions. 4. Public Measures Does the city council plan to include any public measures on the ballot at the regular city election? ❑ Yes ❑ No ❑ Maybe The full text of public measures must be filed with the county auditor by 12:00 noon on the day after the candidate nomination period closes. • Cities with primary election provisions: August 27, 2021 ■ Cities without primary election provisions: September 17, 2021 5. Publication Which newspaper(s) are in general circulation within your city? In which newspaper(s) do you publish your official council minutes? Revised 312021 Prepared by the Office of Iowa Secretary of State 2