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NGP VAN Phone Bank Handbook!

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Paid for by Alex Sink for Congress

The Basics!
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A campaign is conversation between a candidate and the voters and eld operations are the most direct and personal aspect of that conversation. Winning campaigns focus on their targets one by one to identify, persuade, and eventually turnout their votes. Our eld plan consists of three essential steps: 1) Who we target, 2) How we target them, and 3) What we say to them.!

! ! What is a Virtual Phone Bank?! ! !

Next to door-to-door canvasses, phone banks are the most important means of direct voter contact and an indispensable element of all eld operations. ! A virtual phone bank is a campaign tool that allows volunteers to contact targeted voters from anywhere. With nothing more than a phone, volunteers can use the NGP VAN Phones Only Predictive Dialer to contact thousands of targeted voters for Vote-By-Mail, Early Vote, and Election Day calls.!

! ! Why Virtual Phone Banks?! ! The purpose of virtual phone banks is to achieve the following:! ! ! ! ! ! !
1) 2) 3) 4)

Encourage voters to turn in their Vote-By-Mail (VBM) ballots! Encourage voters to vote during the Early Vote time period! Persuade undecided voters to support Alex! Identify supporters who want to volunteer for GOTV!

What do we say to them?!

Direct voter contact is no different from paid or earned media. It is a method for the delivery of a concise, persuasive message. Phone bank scripts, canvass conversations, emails, and direct mail are thought through in the same fashion as a press release.! For your virtual phone bank, we will upload into NGP VAN a designated script, which corresponds to the target universe you will be contacting. The phone script will be provided at the end of this packet.!

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Paid for by Alex Sink for Congress

The Race!
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The overall goal of our eld plan in Florida-13 for the March 11, 2014 special election is to help win 51% of projected voters. With your help, our phone banks will become a crucial part of our winning campaign.!

Florida-13: An Overview!
U.S. Rep Bill Young served in the Congress for 40 years and stood for re-election 20 times. After his passing on October 18, 2013, his congressional seat became vacant. While voting for Bill Young, the voters of FL-13 also voted for President Obama in both the 2008 and 2012 election cycles.!

! FL-13 lies entirely within Pinellas County, as well as the Tampa Bay media market.! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! In terms of party registration, the Republican Party holds a slight edge. Heres the breakdown: ! !
Democrats: 164,990! Independents/NPA: 108,018! Republicans: 175, 882!

! Alex Sink won the district in 2006 when she ran for CFO with 54% of the vote.! ! Alex also won the district when she ran for Governor in 2012 with 51.1% of the vote.! !
Paid for by Alex Sink for Congress

The Candidate!
! ! ! ! ! ! ! ! ! ! Alex Sink has spent her life bringing people together to get things done for Florida families. As a business leader and Floridas Chief Financial Ofcer, Alex worked with both sides of the aisle to cut waste, create jobs, and nd common sense solutions to the states biggest problems. The wife and daughter of Marines, Alex will bring Republicans and Democrats together to end the gridlock and dysfunction of Washington, and focus on the challenges that matter most to Pinellas families like growing our economy, standing up for veterans, and protecting Social Security and Medicare.!

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Alexs commitment to solving problems is driven by her 25 years of real world experience as one of Floridas business leaders, culminating in her leadership of one of Floridas largest banks. In this role, she earned a reputation for credibility, integrity and dedication to her local customers helping Floridians secure the resources they need to grow or start a business, send their children to college and achieve their dreams.! As Floridas Chief Financial Ofcer, Alex demonstrated her commitment to scal responsibility working with both Republicans and Democrats to crack down on wasteful spending, protect tax dollars and make government do more with less. As CFO, Alex also served as a consumer watchdog for Floridians: launching innovative programs like the Safeguard Our Seniors Task Force to protect older Floridians from nancial fraud and abuse, and the Florida Housing Help program that provided assistance to those facing foreclosures and helped Floridians stay in their homes.!

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Driven by her results-oriented experience in the private sector, as CFO Alex also spearheaded commonsense initiatives that saved millions of dollars for taxpayers by cutting red tape, introducing performance metrics to hold government accountable for waste and abuse and creating the right scal environment for businesses to create jobs. ! More recently, Alex is sharing her business acumen with Floridas young people through her Florida Next Foundation a nonpartisan, nonprot organization that works to empower young people, entrepreneurs and small businesses so they innovate, create jobs and build thriving communities. Alex has been involved in numerous civic and community causes, including the United Way Worldwide Advisory Board, Florida Tax Watch, Junior Achievement of Tampa Bay, Healthy Kids, Take Stock in Children and the Florida Wildlife Federation.!

A resident of Feather Sound, Alex has a long record of service to Pinellas families. From serving customers in Pinellas County as a banker, to keeping and growing a call center in Largo as Floridas Chief Financial Ofcer, to helping residents and businesses in the Pinellas community who were hurt by the devastating BP oil spill, Alex has a record of delivering results for Pinellas residents. Through Alexs public service, community service, and her work in the private sector she has always demonstrated a proven commitment to the values that make Pinellas great.!

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Alex earned a bachelors degree in Mathematics, magna cum laude, from Wake Forest University. She and her husband, Bill McBride (now deceased), have two children Bert and Lexi.!
Paid for by Alex Sink for Congress

NGP VAN Predictive Dialer Step-by-Step Guide ! ! Step 1: Call (877) 760-6514 ! Step 2: Enter the 10-digit phone number of the phone you are currently using. ! You will then have the option to skip or listen to a short introduction on how to use the dialer. ! Step 3: You will now be prompted to enter the Agent ID # and PIN # your administrator has already given you. ! Step 4: Hang up your phone you will momentarily receive a call to your phone connecting you to the phone bank. ! Step 5: Pick up the call and get ready to be connected to the next available voter. ! Even if you dont hear anything, the system is continuing to dial through voters. It is normal for there to be a 1-2 minute wait in between conversations. This means the system is dialing through people who are not home. ! When you have connected with a voter who answers the phone, you will hear a beep.

! Step 6: Once you hear a beep, begin reading off the script. (A beep means the voter has just said hello). ! Step 7: After the conversation is over, the system will automatically hang up after the voter hangs up. ! ! !
You must enter a 2 digit result. Each digit corresponds to the result of a single question. If you did not receive a response for one of the questions, type 0 as the result for that question.
Can we count on your support? (1) Strong Alex Sink (2) Lean Alex Sink (3) Undecided (4) Lean David Jolly (5) Strong David Jolly (6) Voting Other (7) Not Voting (1) Yes (2) No (3) Maybe (4) Later (0) No Response Can you volunteer?

At the exact same time you hear the beep, the voter is saying hello, so begin speaking as soon as you hear the sound.

Wait for a voice to prompt you to enter your disposition. When the voice finishes pronouncing the word disposition, enter the 2 digit result of your conversation using the codes below.

If no meaningful conversation, choose one of the following. (92) Wrong Number (93) Refused (94) Other Language (95) Not Home/Answering Machine (96) Moved (97) Disconnected (98) Deceased (99) Call Back

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(0) No Response

Step 8: As soon as you finish entering the result, DO NOT hang up the system will resume dialing and connect
you to the next available voter.

Paid for by Alex Sink for Congress

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NGP VAN Predictive Dialer Best Practices

The campaign is channeling all of our volunteer resources behind the NGP VAN Dialer -- a predictive system that will expand our scope and reach in a staggering way (we're talking 3-4 times).

! The neat part about this dialer is all you need is a phone -- no computers or internet connection required. ! ! ! 1) Begin speaking as soon as you hear the beep ! ! ! ! !

While you will not have a voter's name in front of you, we will ensure precise targeting by preloading into our system a list of strong Democratic households (full of voters who tend not to vote in midterm years and offseason elections like this one) so we can mobilize them to turn in the vote-by-mail ballots or vote early. We removed all split-party households from this list to prevent any unintended 'spillover effect'.

2) ALWAYS enter a 2-digit disposition AFTER the prompt. If you dont receive a response for one of the questions, you should enter 0 for that question. For example: If you speak with a voter who says he is a strong Sink supporter but doesnt give you a response to the volunteer question, you should enter 10. The 1 corresponds to his STRONG-Alex support level, and the 0 corresponds to NO RESPONSE for the volunteer question.

3) Volunteers should try pressing the * button to end a call that get's stuck (especially a voicemail that loops over and over again) 4) 99% of of the time, phone bankers won't connect with an answering machine. In the rare instances the dialer is imperfect in predictively weeding out the answering machine, each phone banker should sit through the answering machine and wait until he/she hears the automated voice prompt notifying him/her to enter the 2digit disposition for 'Not Home/Answering Machine'. 5) The paper script has many questions, but we will only be recording responses for 2 of them: Support ID and Volunteer Ask. We still need to ask every question according to the script (especially 'make a plan') since that's still really important. But ultimately, we will be reattempting voters regardless of their plan to vote, unless we have an official record of them voting early.

Paid for by Alex Sink for Congress

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Paid for by Alex Sink for Congress

DATES Sat, March 1

LOCATION Elections Services Center Pinellas County Courthouse County Building Seminole Community Library Pinellas Park Library

ADDRESS 13001 Starkey Rd - Largo, FL 315 Court St, Room 117 - Clearwater, FL 501 First Ave North - St. Petersburg, FL 9200 113th St. North - Seminole, FL 7770 52nd St - Pinellas Park, FL 13001 Starkey Rd - Largo, FL 315 Court St, Room 117 - Clearwater, FL 501 First Ave North - St.Text Petersburg, FL 13001 Starkey Rd - Largo, FL 315 Court St, Room 117 - Clearwater, FL 501 First Ave North - St. Petersburg, FL 9200 113th St. North - Seminole, FL 29399 US Hwy. 19 N - Clearwater, FL 1663 Gulf to Bay Blvd - Clearwater, FL 7770 52nd St - Pinellas Park, FL 1800 66th St. N - St. Petersburg, FL 13001 Starkey Rd - Largo, FL 315 Court St, Room 117 - Clearwater, FL 501 First Ave North - St. Petersburg, FL 9200 113th St. North - Seminole, FL 7770 52nd St - Pinellas Park, FL 13001 Starkey Rd - Largo, FL 315 Court St, Room 117 - Clearwater, FL 501 First Ave North - St. Petersburg, FL 13001 Starkey Rd - Largo, FL 315 Court St, Room 117 - Clearwater, FL 501 First Ave North - St. Petersburg, FL 9200 113th St. North - Seminole, FL 29399 US Hwy. 19 N - Clearwater, FL 1663 Gulf to Bay Blvd - Clearwater, FL 7770 52nd St - Pinellas Park, FL 1800 66th St. N - St. Petersburg, FL 13001 Starkey Rd - Largo, FL 315 Court St, Room 117 - Clearwater, FL 501 First Ave North - St. Petersburg, FL 9200 113th St. North - Seminole, FL 29399 US Hwy. 19 N - Clearwater, FL 1663 Gulf to Bay Blvd - Clearwater, FL 7770 52nd St - Pinellas Park, FL 1800 66th St. N - St. Petersburg, FL
Paid for by Alex Sink for Congress

EARLY VOTE 9am - 5pm 9am - 5pm 9am - 5pm NOT AVAILABLE NOT AVAILABLE 9am - 5pm 9am - 5pm 9am - 5pm 10am - 6pm 10am - 6pm 10am - 6pm NOT AVAILABLE NOT AVAILABLE NOT AVAILABLE NOT AVAILABLE NOT AVAILABLE 9am - 5pm 9am - 5pm 9am - 5pm NOT AVAILABLE NOT AVAILABLE 9am - 5pm 9am - 5pm 9am - 5pm NOT AVAILABLE NOT AVAILABLE NOT AVAILABLE NOT AVAILABLE NOT AVAILABLE NOT AVAILABLE NOT AVAILABLE NOT AVAILABLE NOT AVAILABLE NOT AVAILABLE NOT AVAILABLE NOT AVAILABLE NOT AVAILABLE NOT AVAILABLE NOT AVAILABLE NOT AVAILABLE

VOTE BY MAIL DROP OFF BOX 9am - 5pm 9am - 5pm 9am - 5pm 10am - 4pm 9am - 4pm 9am - 5pm 9am - 5pm 9am - 5pm 8am - 6pm 8am - 6pm 8am - 6pm 9am - 4pm 8am - 4pm 8am - 4pm 9am - 4pm 8am - 4pm 9am - 5pm 9am - 5pm 9am - 5pm 10am - 4pm 9am - 4pm 9am - 5pm 9am - 5pm 9am - 5pm 8am - 5pm 8am - 5pm 8am - 5pm 9am - 4pm 8am - 4pm 8am - 4pm 9am - 4pm 8am - 4pm 7am - 7pm 7am - 7pm 7am - 7pm 7am - 7pm 8am - 7pm 8am - 7pm 9am - 7pm 8am - 7pm

Sun, March 2

Elections Services Center Pinellas County Courthouse County Building

Mon, March 3 Fri, March 7

Elections Services Center Pinellas County Courthouse County Building Seminole Community Library North County Tax Collector Ofce Gulf to Bay Tax Collector Ofce Pinellas Park Library South County Tax Collecter Ofce

Sat, March 8

Elections Services Center Pinellas County Courthouse County Building Seminole Community Library Pinellas Park Library

Sun, March 9

Elections Services Center Pinellas County Courthouse County Building

Mon, March 10

Elections Services Center Pinellas County Courthouse County Building Seminole Community Library North County Tax Collector Ofce Gulf to Bay Tax Collector Ofce Pinellas Park Library South County Tax Collecter Ofce

Tue, March 11

Elections Services Center Pinellas County Courthouse County Building Seminole Community Library North County Tax Collector Ofce Gulf to Bay Tax Collector Ofce Pinellas Park Library South County Tax Collecter Ofce

DATE
3/2/14 3/3/14 3/4/14 3/5/14 3/6/14 3/7/14 3/8/14 3/9/14 3/10/14 3/11/14

CAMPAIGN
Dry Run - Day 2 (3.2.14) AFC Dialer (3.3.14) AFC Dialer (3.4.14) AFC Dialer (3.5.14) AFC Dialer (3.6.14) AFC Dialer (3.7.14) GOTV Day 1 (3.8.14) GOTV Day 2 (3.9.14) GOTV Day 3 (3.10.14) GOTV Day 4 (3.11.14)

DIAL-IN #
(877) 760-6514 (877) 760-6514 (877) 760-6514 (877) 760-6514 (877) 760-6514 (877) 760-6514 (877) 760-6514 (877) 760-6514 (877) 760-6514 (877) 760-6514

AGENT ID
3092812 3092818 3092826 3092830 3092832 3092837 3092839 3092840 3092844 3092845

PIN
70258 70259 70260 70261 70262 70263 70264 70265 70266 70267

Paid for by Alex Sink for Congress

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Questions?
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Contact Soham Pandit at (267) 391-8512

Paid for by Alex Sink for Congress