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I just finished reviewing the unprocessed ballot report available at the Secretary of State's website. Presuming that these numbers are accurate, and the remaining ballots at the county level split between Kamala Harris and Cooley the way the county-level returns have so far, when all ballot are processed, Harris would lead by 9,105 votes. This figure is premised in the presumption that all outstanding ballots are valid and will be counted.
I wanted to conduct some sensitivity analysis, particularly since the unprocessed ballots are categorized as outstanding votes by mail, provisional ballots, and "other" ballots, which includes "(1) ballots that are damaged or ballots that could not be machine read and need to be remade, and (2) ballots diverted by optical scanners for further review." If the proportion between the three categories varied across counties significantly, it could affect the projection.
I adjusted the projection by applying percentages to the various categories of ballots: for instance, perhaps only 50% of provisional ballots in each county will be found to be valid (I did not take into account potential inter-county differences in validity rates, as I have no empirical basis for doing so). In general, the "other" ballots negatively impact Harris' margin. That is, the lower the validity rate for these ballots, the better for her. Conversely, the higher the validity rate for provisional ballots, the better for Harris:
If 100% of VBMs, 25% of provisionals, and 75% of "other" ballots are valid: Harris is projected to win by 8,623 votes. If 100% of VBMs, 75% of provisionals, and 25% of "other" ballots are valid: Harris is projected to win by 10,583 votes. If, on the other (unlikely) hand, 75% of VBMs, 25% of provisionals, and 75% of "other" ballots are valid: Harris is projected to win by 1,258 votes.
I find the latter scenario extremely pessimistic, and still Harris would be projected to win.
The greatest uncertainty is associated with varying rates of ballot validity across counties, as well as potential errors in the numbers contained in the unprocessed ballot report. There is no empirical basis for assuming that the errors bias projections on way or the other; for instance, Orange County OR Los Angeles County could in reality have fewer or more outstanding ballots.
Overall, I see cause for optimism. Indeed, the result of Democrats coming into a lead, or increasing their lead in the late vote-counting process is "normal" in California, as the larger countries take longer to complete the ballot counting process.
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