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Secretary of State Notary Automation Solution

Overview


Business Systems (ERP, CRM & POS)
California, United StatesPosted: September 15, 2026Deadline: September 30, 2027

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SUMMARY


The California Secretary of State is seeking a modern automation solution to replace its legacy notary application processing system. Required capabilities include compliance case management, certificate templates, data migration scheduling, configurable notifications, and external account recovery.

DESCRIPTION


The California Secretary of State seeks a notary automation solution to replace the legacy Notary Application Processing system. The existing system stores information related to notary education vendors, seal manufacturers, and other data supporting the commissioning and regulation of notaries public. It was developed using PowerBuilder and an Oracle database and primarily supports a paper-based process.

The solution must support configurable correction-reason sorting, associate compliance cases with master records, generate compliance-case outputs, and schedule recurring data migrations. It must also allow authorized users to create, view, update, deactivate, configure, and manage certificate templates. Notification functionality must support dynamic placeholders for event-specific data, while external users must be able to reset passwords and recover usernames.

Questions must be submitted by November 5, 2026. The anticipated contract period is one year.

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Frequently asked questions


When is the submission deadline?
Submissions are due September 30, 2027.
Who is a good fit for this opportunity?
  • Enterprise software provider with government case-management and workflow automation experience
  • Demonstrated expertise modernizing legacy PowerBuilder and Oracle applications
  • Experience delivering secure constituent-facing portals and account management features
  • Strong capabilities in data migration, configurable templates, notifications, and compliance workflows
  • Track record supporting state government or public-sector implementations

Analysis generated by Settle AI from the source RFP.

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Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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