Colorado Secretary of State logo - cube with a C in it

Colorado
Secretary of State
Jena Griswold

Colorado Secretary of State logo - Colorado Secretary of State Jena Griswold

Picture of Secretary of State Jena Griswold

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Colorado Secretary of State logo - cube with a C in it

Colorado
Secretary of State
Jena Griswold

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Tutorials & Training

Contents
Administrative rules
Bingo-raffle

Business
Business Intelligence Center
Charities
Notary
UCC

Administrative rules

Finding rules and other information (Estimated time: 10 minutes)

In this course, you'll learn how to:

  • Recognize the difference between a rule and a statute
  • Contact the correct agency with questions about a rule
  • Find a rule by searching or browsing
  • Access the Colorado Register to participate in the rulemaking process
  • Use eDocket to track the rulemaking process
  • Find older rules (prior to April 2007)

Image of a traiing screen explaining that the difference between rules and statutes can be confusing and explaining that this tutorial will help to clear up confusion.

Rulemaking timeline (Estimated time: 15 minutes)

In this course, you'll learn how to:

  • Recognize the difference between a rule and a statute
  • Contact the correct agency with questions about a rule
  • Find a rule by searching or browsing
  • Access the Colorado Register to participate in the rulemaking process
  • Use eDocket to track the rulemaking process
  • Find older rules (prior to April 2007)

Image of a tutorial screen showing a sample quiz asking the user to rearrange seven items into the correct order for the rulemakng process.

Bingo-raffle

Bingo-Raffle Advisory Board training (Estimated time: 7 minutes)

This course is designed for members of the Bingo-Raffle Advisory Board. The goal of this course is to provide training to Board members. Section 24-3.7-102, C.R.S., requires that each Board member take annual training

By the end of this training, you should be able to:

  • Understand definitions
  • Understand the duties and purpose of the Board
  • Know the duties and responsibilities for members and officers
  • Actively participate in a board meeting and
  • Conduct basic parliamentary procedures.

Image of a training screen showing a list of bingo terms that can be clicked on to read the definitions.

Games Manager - Bingo and Raffles Training (Estimated time: 4 hours)

This course is intended to prepare individuals for certification as a Bingo, Raffles, and Pull-tab Games Manager.

By the end of this training, you should be able to:

  • Help your organization run games properly
  • Conduct Raffle, Bingo, and Pull-tab events lawfully
  • Submit a Games Manager certification application

You can become certified to run all three types of events, or be certified as a Raffle Games Manager only. If you wish to be certified to run only Raffles, please choose " Raffles Only Games Manager Training."

Image of a training screen showing the objectives for this course: to train games managers to conduct games.

Games Manager - Raffles Only Training (Estimated time: 1 hour 30 minutes)

This course is intended to prepare individuals for certification as a Raffles Games Manager.

By the end of this training, you should be able to:

  • Help your organization run raffle games properly
  • Conduct Raffle events lawfully
  • Submit a Games Manager certification application

If you wish to be certified to run Bingo and Pull-tab games as well, please choose " Bingo and Raffle Games Manager Training."

Image of a training screen showing information about applying for a bingo license.

Business

Learn about business data (Estimated time: 6 minutes)

This video will help you make better use of business filing data available on the Colorado Information Marketplace (CIM). There are four different data sets updated daily on CIM from our business database: (1) business entities in Colorado, (2) trade names for businesses in Colorado, (3) trademarks for businesses in Colorado, and (4) business entity transaction history.

 By the end of this training video, you should be able to understand:

  • How the data is collected
  • How to access the data on CIM
  • What information is and is not available
  • Common misconceptions about the data

Image of a training screen showig the four different data sets available for businesses.

Secure business filing (Estimated time: 5 minutes)

The Secretary of State’s secure business filing system allows business entities to protect their records with a password.

By the end of this training video, you should be able to understand:

  • The purpose of secure business filing
  • How to set up secure business filing for a new entity
    • You can create an account immediately upon registration
  • How to set up secure business filing for an existing entity
    • This requires requesting a PIN mailed to the principal office address
    • Once the PIN is received, you need to set up a password and email address
  • How to log in with secure business filing to file a form

Image of a training screen explaining that the secure business filing system protects your record with a password.

Starting a business in Colorado (Estimated time: 10 minutes)

The Secretary of State’s office is the filing office for business names. This tutorial will walk through the online filing process. In this module you will learn how to:

  • Register your business name
    • You will need to determine your legal business structure (Tradename, LLC, Corp, etc.) before registering the name
  • Secure your business record
  • Take next steps
    • Resources for obtaining licensing, tax IDs, etc.

*This tutorial is not intended to provide legal or business advice. For advice specific to your business or organization, contact an attorney or advisor.

Image of a training screen that show the initial steps for starting a business in Colorado, beginning with name availability.

Statement of foreign entity authority (SOFEA) filing (Estimated time: 8 minutes)

A business that’s located outside of Colorado may need to file a Statement of Foreign Entity Authority with our office.

By the end of this tutorial, you'll be able to:

  • Define what "foreign" means
  • Know what it means to do business in Colorado
  • File successfully
  • Identify what you need to do after you file
Image of a training screen showing information about paying for business filings with a credit card or prepaid account.

Business Intelligence Center

See also: Learn about business data

See also: Learn about UCC data

Colorado Information Marketplace (Estimated time: 15 minutes)

Colorado Information Marketplace (CIM) is the central online home for state open data, giving the public greater access to free public data and increasing transparency in government operations.

By the end of this tutorial, you should be able to:

  • Access data sets on the Colorado Information Marketplace
  • Understand different properties of the data sets
  • Interact with the data table
  • Download and work with data in Microsoft Excel and CSV

Image of a training screen showing how to narrow search results in the business intelligence center.

Business Intelligence Center (BIC) Advisory Board Training (Estimated time: 15 minutes)

This course is designed for members of the BIC Advisory Board. The goal of this course is to provide training to Board members. Section 24-3.7-102, C.R.S., requires that each Board member take annual training.

By the end of this training, you should be able to:

  • Understand definitions
  • Understand the duties and purpose of the Board
  • Know the duties and responsibilities for members and officers
  • Actively participate in a board meeting
  • Conduct basic parliamentary procedures

Image of a training screen explaining how BIC advisory board member resign, expire, or are terminated.

Charities

Charities user account management (Estimated time: 4 minutes)

By the end of this video tutorial, you should learn to:

  • Log in to your account
  • Reset your password
  • Access the User Accounts screen
  • Change your user information
  • Add or remove users
    • An authorized officer can add other officers or preparers to the account
  • Change the Primary Authorized Officer (PAO)

Image of a training screen showing how to identify your role for a charity account.

Nonprofit Board Member Course (Estimated time: 3 hours)

The Secretary of State developed the Board Education eLearning course as a resource for current and aspiring nonprofit board members. Each of the five course modules addresses an important aspect of being an effective and responsible nonprofit director.

By the end of this tutorial, you should understand:

  • Fiduciary duties of nonprofit directors
  • Board governance
  • The form 990 and financial ratios
  • Regulatory compliance and filing requirements
  • Personnel issues

Image of a training screen showing information about ratio analysis for nonprofits.

Registration tutorial for paid fundraising consultants (Estimated time: 9 minutes)

By the end of this video tutorial, you should understand:

  • If you need to register
  • How to register
  • Other requirements

Image of a training screen explaining what paid fundraising consultant do.

Registration tutorial for paid solicitors (Estimated time: 11 minutes)

By the end of this video tutorial, you should understand:

  • If you need to register
  • Definition of a paid solicitor
  • How to register
  • Other requirements
  • Solicitation notices, campaign reports, disclosure and contract requirements

Image of a training screen explaining that all paid solicitors must register before soliciting contributions in Colorado.

Solicitation notices and campaign reports (Estimated time: 12 minutes)

By the end of this video tutorial, you should learn:

  • When and why you would need to file a solicitation notice and campaign report
  • How to navigate to the solicitation notices and campaign reports
  • How to file a solicitation notice and campaign report (online filing only)
  • How to view and sign notices and reports

Image of a training screen showing that contracts spanning multiple years require that multiple notices be filed.

Notary

Authentications tutorial (Estimated time: 6 minutes)

By the end of this tutorial, you should learn

  • How to help your customers when they need documents authenticated for international use
  • How to correctly notarize documents
  • Which documents can be notarized for authentication

Image of a training screen with a quiz question asking if notaries can notarize a Colorado birth certificate.

Colorado Notary Public Examination - RULONA (Estimated time: 1 hour)

This is an open book examination. Accordingly, you are permitted to use any materials you received in your notary training course as well as RULONA, 24-21-501, C.R.S., et seq. Additional resources can be found on our the Notary Home Page under Help & Resources.

This exam must be completed individually. Reports of collaboration may result in permanent revocation of your notary commission or failure to be appointed to the notary office.

At the conclusion of this exam, you will have an opportunity to review any questions that you may have answered incorrectly. To pass this examination, you must receive a score of 80% or higher. After passing the exam, a link will be available to save or print your certificate.  You will be required to submit a certificate of successful completion with your notary application and/or renewal.

Image of a training screen showing the welcome screen for a notary examination.

Colorado Notary Public Training - RULONA (Estimated time: 4 hours)

This is the Colorado Secretary of State's eLearning notary training course. Each new and renewing notary must complete training and show proof of training when applying or renewing. It’s encouraged to take notes while reviewing the training.

 This eLearning covers seven modules with short quizzes:

  • Introduction and the notary role
  • Satisfactory evidence
  • Notarial acts
  • Electronic notarization
  • Notary journal and official stamp
  • Petition circulators and other important information
  • Application requirements and closing thoughts

Image of a training screen explaining the role of a notary public.

eNotary tutorial (Estimated time: 10 minutes)

Electronic notary, often shortened to eNotary, is for documents that remain electronic. By the end of this tutorial, you should be able to:

  • Determine if the eNotary role is right for you
  • Recognize how eNotarization is different than remote notarization
  • Request and manage Document Authentication Numbers (DANs)
  • Identify tamper-evident technology
  • Perform an eNotarization the correct way
  • Recognize why an eNotary application is different than a notary renewal
  • Apply to be an eNotary and avoid rejection of your application
  • Resign as an eNotary while keeping your notary commission

Image of a training screen explaining tamer-evident technology.

Notarization of Petition Affidavits (Estimated time: 10 minutes)

By the end of this module, you should be able to:

  • Recognize what's different about notarizing circulator affidavits from other documents
  • Notarize circulator affidavits the right way
  • Understand what could happen if you don't follow statutes and rules
  • Identify and avoid common errors when notarizing petition affidavits

Image of a training screen showing a quiz asking the user to look at an affidavit and identify what is wrong with it.

Notarization of Power of Attorney (Estimated time: 10 minutes)

By the end of this module, you should be able to:

  • Recognize a power of attorney document
  • Protect yourself from liability when notarizing power of attorney documents
  • Understand what could happen if you don't follow statutes and rules
  • Look for red flags when notarizing power of attorney documents

Image of a training screen explaining what a disqualifying interest is.

Official Signature tutorial (Estimated time: 8 minutes)

By the end of this module, you should be able to:

  • Learn what an Official Signature is
  • Learn about the Three C’s of the official signature
  • Understand why it's important
  • Test your knowledge at the end of this quick tutorial

Image of a training screen discussing official signatures.

Preparing to get an Authentication/Apostille tutorial (Estimated time: 8 minutes)

By the end of this tutorial, you should:

  • Learn how to get your document ready for a Certificate of Authentication from the Secretary of State’s office
  • Understand what an authentication/apostille is
  • Recognize a proper notarization
  • Follow the steps to get your document authenticated

Image of a training screen showing that authentication requests can be processed by mail or via walk-ins.

UCC

Filing a UCC financing statement (Estimated time: 4 minutes)

By the end of this video tutorial, you should:

  • Learn how to file the most common UCC document, a UCC financing statement
  • Identify the basic information that’s required to complete this financing statement

Image of a training screen showing how to file a UCC financing statement.

Learn about UCC data (Estimated time: 6 minutes)

By the end of this video tutorial, you will understand:

  • The purpose of a UCC filing
  • The terms we use to describe UCC data
  • The method of UCC data collection
  • Limitations of the UCC data and its use
  • Where to find definitions of UCC data terms
  • Where to find UCC data on the Colorado Information Marketplace

Image of a training screen explaining what a UCC filing is.

UCC search and certified records (Estimated time: 1 minute)

By the end of this video tutorial, you should know:

  • How to search for a UCC record
  • How to certify and print a UCC search report

Image of a training screen showing how to search for a UCC filing.