Core Processes

1		Core Processes are to be completed by the Qualified Owner, Delegate, and Contributors according to the coordinated responsibilities of each role. Since this core phase of the application contains many processes, a table row reference # is provided below for each individual process and where it lies within the table arrangement comprising this Core Processes section: Ownership [Row #2] Ownership - Individual [Row #3] Ownership - Organization [Row #5] Control & Operations [Row #6] Eligible Program Selection [Row #9] Individual Contributor Questionnaires [Row #10] Special walkthrough for 8(a) Business Development Questionnaires starting on Row #16 Invite a Contributor [Row #22] Program-Specific Questionnaires [Row #25] Document Uploads [Row #35]
2		This page asks the user to begin entering their ownership details. Select Add New to begin this process.
3		Next, the user is taken to an Ownership page containing a "Type of Owner" dropdown menu at the top. The entire page display is conditional based on what the user selects in this field. If Individual is selected, then this page arrangement is shown and the user will complete all fields to provide individual ownership information.
4		This shows a continuation of the previous page (when “Individual” is selected in the "Type of Owner" dropdown menu). Once the user has completed all fields on this page, they select Next to progress.
5		When the user encounters the Ownership page and selects Organization (instead of “Individual”) from the "Type of Owner" dropdown menu, this page display is shown. Note that the entry fields presented to the user here are different than before based on the new “Type of Owner” selection. Once the user has completed all fields on this page, they select Next to progress.
6		This page asks the user to enter their Control & Operations details. Select Add New to begin.
7		The user is prompted to add a controlling individual to the application by completing the onscreen information fields and selecting Add when finished. This process is repeated for each controlling individual in the business.
8		As controlling individuals are added, the page displays a summary table of all entries. If the user needs to change any details for an existing entry, they can select Edit in the corresponding entry row, make the changes in pertinent fields, and select Update to populate the new row information within the table. The user can also select Delete in a given row to delete the entry entirely. Once all individuals have been added and table information is correct, the user will select Next at the bottom of the page.
9		This page displays a list of programs for which the business applicant is eligible (based on user answers in Ownership and Control/Operations sections). Verify that your certificate selections are accurate, and click Next to proceed. NOTE: Upon reaching this page, the Qualified Owner will have previously selected intended programs for application during the Initiating Processes phase. This page in the Core Processes phase clarifies which programs the business is actually eligible for… which may either expand or shrink the list of certificate selections to which the business may apply.
10		This page asks an Individual Contributor (IC) to complete Program Eligibility questions. Once all relevant information has been inputted, select Next.
11		This page asks an IC to begin completing Federal Relationship questions.
12		Federal Relationship questions continue as the IC scrolls down the page and completes the required fields. Once all information has been inputted, select Next.
13		This page asks an IC to complete Business Information questions. Once all relevant information has been inputted, select Next.
14		This page asks an IC to answer Business Relationship questions. Once all answers have been provided, select Next.
15		This page asks an IC to input personal/contact information. Once all relevant information has been inputted, select Next.
16		For applications that include an 8(a) component, this page prompts the user to begin completing Basic Eligibility questions.
17		8(a) Basic Eligibility questions continue as the user scrolls down the page and completes the required fields. Once all information has been inputted, select Next.
18		On 8(a) applications, the user will also be prompted with Character questions. Once all information has been inputted, select Next.
19		On 8(a) applications, the user will begin completing the Social Disadvantage section here.
20		Social Disadvantage questions continue as the user scrolls down the page and completes the required fields. Once all information has been inputted, select Next.
21		This page asks the user to answer Prior Involvement questions. Once all answers have been provided, select Next
22		On the Invite a Contributor page, a user can edit or delete the list of Owners, Controlling Individuals, and/or Spouses as desired.
23		When finished with edits, the user selects Next.
24		The Invite Contributor(s) pop-up box will appear. The user selects Send Invite to finalize and transmit the invitation(s).
25		This page asks the user to begin providing inputs related to Economic Disadvantage per a specific program.
26		As the user scrolls down the page, fields are provided to input bank account information, company valuation, and income.
27		Scrolling further, the user is asked to respond Yes or No to additional finance questions.
28		Next the user is asked to provide inputs related to home and real estate matters.
29		Home and real estate questions continue as the user scrolls down the page.
30		Home and real estate questions transition into questions about vehicles, auto loans, and general assets.
31		The Economic Disadvantage section concludes with questions about liabilities and debt. When the user finishes all inputs for this section, select Next.
32		If the application contains a Women-Owned component, the pertinent female user(s) will input professional license and/or certification information and select Next when finished.
33		If the application contains a Veteran-Owned component, the pertinent veteran user(s) will input professional license and/or certification information and select Next when finished.
34		If the application contains a HUBZone component, the user will encounter the HUBZone Calculator page and select Start to begin calculation. A new tab will appear and the user will enter key business location information. When finished with the HUBZone Calculator, the user will return to the main UCP application tab and select Next to continue.
35		If applicable, the user will upload documents pertaining to Business Information such as: Licenses Shareholder Meeting Minutes Board of Directors Meeting Minutes Select Add New to upload new documents. Select Edit to edit existing documents.
36		If applicable, the user will upload documents pertaining to Economic Disadvantage such as: Individual Income Tax Returns Wage and Tax Statements (W-2s) Evidence of Payment on Owed Taxes Select Add New to upload new documents. Select Edit to edit existing documents.
37		If applicable, the user will upload Program-Specific Files such as: Articles of Incorporation Bylaws Stocks Certificates & Ledgers Select Add New to upload new documents. Select Edit to edit existing documents.
38		If applicable, the user will upload Cross-Program Files such as those detailing License Holders. Select Add New to upload new documents. Select Edit to edit existing documents. Once all uploads are complete, select Next to progress in the application process.