Current through Register Vol. 48, No. 9, September 27, 2024
A. Definitions
(1) "Minority Person" means a United States
citizen who is economically and socially disadvantaged.
(2) "Socially disadvantaged individuals"
means those individuals who have been subject to racial or ethnic prejudice or
cultural bias because of their identification as members of a certain group
without regard to their individual qualities. Such groups include, but are not
limited to, Black Americans, Hispanic Americans, Native Americans (including
American Indians, Eskimos, Aleuts and Native Hawaiians), Asian Pacific
Americans, Women and other minorities to be designated by the South Carolina
Budget and Control Board or designated agency.
(3) "Economically disadvantaged individuals"
means those socially disadvantaged individuals whose ability to compete in the
free enterprise system has been impaired due to diminished capital and credit
opportunities as compared to others in the same business area who are not
socially disadvantaged.
(4) "A
socially and economically, disadvantaged small business" means any small
independent business concern which:
(a) At a
minimum is fifty one (51) percent owned by one or more citizens of the United
States who are determined to be socially and economically disadvantaged and who
also exercise control over the business per 49 CFR Part 26, Subpart D (2006),
as amended.
(b) In the case of a
corporation, at a minimum, fifty-one (51) percent of all classes of voting
stock of such corporation must be owned by an individual or individuals
determined to be socially and economically disadvantaged who also exercise
control over the business.
(c) In
the case of a partnership, at a minimum, fifty-one (51) percent of the
partnership interest must be owned by an individual or individuals determined
to be socially and economically disadvantaged who also exercise control over
the business.
(5) "Small
Business" means a for-profit concern, including its affiliates, that is
independently owned and operated, not dominant in the field of operation in
which it is bidding on government contracts, and qualified as a small business
under the criteria and size standards in 13 C.F.R. Section 121(1996), as
amended. Such a concern is "not dominant in its field of operation" when it
does not exercise a controlling or major influence on a national basis in a
kind of business activity in which a number of business concerns are primarily
engaged. In determining whether dominance exists, consideration shall be given
to all appropriate factors, including volume of business, number of employees,
financial resources, competitive status or position, ownership or control of
materials, processes, patents, license agreements, facilities, sales territory,
and nature of business activity.
(6) "Minority Business Enterprise" is a
business which has been certified as a socially and economically disadvantaged
small business.
(7) "OSMBA" means
the Office of Small and Minority Business Assistance.
B. Certification as a Minority Business
Enterprise (MBE)
(1) A South Carolina business
seeking certification as a Minority Business Enterprise must submit to OSMBA an
application and any supporting documentation as may be required.
(2) Certification Process. The Certification
Board within OSMBA will determine if the business is controlled and operated by
socially and economically disadvantaged individuals. Upon recommendation of the
Certification Board, OSMBA will certify the business as a socially and
economically disadvantaged small business and issue a Certification as
authorized by Section
11-35-5270
of the Procurement Code. Firms may re-apply to OSMBA one year after denied
certification. Certifications are valid for five years. Firms may apply for
re-certification by submitting an application and required supporting documents
of eligibility.
C.
Certification Board/Procedures
(1) The
certification board, as defined below, is responsible for reviewing files and
applications in order to determine whether a business should be recommended for
approval or disapproval by the Director of the OSMBA (hereinafter referred to
as the Director) as a certified business in compliance with Article
21.
(2) The certification board
shall include three (3) members of the Office in which the OSMBA is located and
is chaired by a member selected by the Director. The board will meet at the
request of the Director.
(3)
Applications for certification must be addressed to the Director. Upon receipt,
OSMBA shall conduct an investigation of the applicant and provide the results
to the Certification Board. Failure to furnish requested information will be
grounds for denial or revocation of certification.
D. Eligibility
In order for a firm to be certified, the business must have an
office in South Carolina, duly registered and licensed as a South Carolina
business, it must be found to be a small independent business owned and
controlled by a person or persons who are socially and economically
disadvantaged. The following factors will be considered in determining whether
the applicant is eligible for certification:
(1) Small Business
The business must meet the definition of small business
contained in Subsection A hereof.
(2) Independent Business
a. Recognition of the business as a separate
entity for tax or corporate purposes is not necessarily sufficient for
certification under Article 21. In determining whether an applicant for
certification is an independent business, OSMBA shall consider all relevant
factors, including the date the business was established, the adequacy of its
resources, and relationships with other businesses.
b. A joint venture is eligible if one of the
certified business partners of the joint venture meets the standards of a
socially and economically disadvantaged small business and this partner's share
in the ownership, control and management responsibilities, risks and profits of
the joint venture is at least 51 percent, and this partner is also responsible
for a clearly defined portion of the work to be performed.
(3) Ownership and Control
a. The business must be 51 percent owned by
socially and economically disadvantaged persons. The OSMBA will examine closely
any recent transfers of ownership interests to insure that such transfers are
not to be made for the sole purpose of obtaining certification.
b. Ownership shall be real, substantial and
continuing and shall go beyond the pro forma structure of the firm as reflected
in its ownership documents. The minority owners shall enjoy the customary
incidents of ownership and shall share in the risks and profits commensurate
with their ownership interests, as demonstrated by an examination of the
substance rather than form of ownership arrangements.
c. The contribution of capital or expertise
by the minority or women owners to acquire their interest in the business shall
be real and substantial. Examples of insufficient contributions include gifts,
inheritance, a promise to contribute capital, a note payable to the business or
its owners who are not socially disadvantaged and economically disadvantaged,
or the participation as an employee, rather than as a manager.
d. The minority owners must have management
responsibilities and capabilities including the ability to hire and fire
personnel at the highest level and to exercise financial control. A previous
and/or continuing employer-employee relationship between or among present
owners is carefully reviewed.
e.
Where the actual management of the firm is contracted out to individuals other
than the owner, those persons who have the ultimate power to hire and fire the
managers can, for the purpose of this part, be considered as controlling the
business.
f. Any relationship
between a business that is applying for certification under Article 21 and a
business which is not certified will be carefully reviewed to determine if
there are conflicts with the ownership and control requirement of this
section.
g. All securities which
constitute ownership and/or control of a business for purposes of establishing
it as a Minority shall be held directly by minorities. No securities held in
trust, or by any guardian for a minor, shall be considered in determining
ownership or control.
(4) Socially Disadvantaged
The only factor to be considered in determining whether a firm
is socially disadvantaged is membership in a minority group which is listed in
Subsection A hereof. Membership shall be established on the basis of the
individual's claim that he or she is a member of one of the minority groups
included in the definition of socially disadvantaged in Subsection A above and
is so regarded by that particular group.
(5) Economically Disadvantaged
a. OSMBA will make a determination of whether
a firm is socially disadvantaged before proceeding to make a determination of
economic disadvantage. If OSMBA determines that the business owner is not
socially disadvantaged, it is not necessary to make the economically
disadvantaged determination.
b.
OSMBA may consider as evidence of the business owner's economic disadvantage
the following: unequal access to credit or capital; acquisition of credit under
unfavorable circumstances; difficulty in meeting requirements to receive
government contracts; discrimination by potential clients; exclusion from
business or professional organizations; and other similar factors which have
restricted the owner's business development.
c. In determining the degree of diminished
credit and capital opportunities of a socially disadvantaged individual,
consideration will be given to both the disadvantaged individual and the
business with which he or she is affiliated.
d. In considering the economic disadvantages
of businesses and owners, OSMBA will make a comparative judgement about
relative disadvantage. The test is not absolute deprivation, but rather whether
the individuals and businesses owned by such individuals are disadvantaged in
this respect.
e. It is the
responsibility of an applicant business and its owner(s) to provide information
to OSMBA about its economic situation when it seeks certification. OSMBA will
be making a judgement about whether the applicant business and its socially
disadvantaged owner(s) are in a more difficult economic situation than most
businesses (including established businesses) and owners who are not socially
disadvantaged. OSMBA is not required to make a detailed, point-to-point,
accountant like comparison of the businesses involved.
E. Decertification
OSMBA reserves the right to cancel a certification at any time
if a business becomes ineligible after certification. OSMBA will take action to
ensure that only firms meeting the eligibility requirements stated herein
qualify for certification. OSMBA will also review the eligibility of businesses
with existing certifications to ensure that they remain eligible. A business
organization's, ownership or control can change over time resulting in a once
eligible business becoming ineligible. Certified businesses must notify OSMBA,
in writing within 30 days, of changes in organization, ownership or control.
When OSMBA determines that an existing business may no longer be eligible, it
will file a Complaint with the Certification Board, and send a copy of the
Complaint by certified mail to the business. Upon receipt of such a complaint,
the Certification Board shall conduct a hearing in accordance with the
procedures set forth in the Administrative Procedures Act (Section
1-23-310, et seq.,
Code of Laws of South Carolina, 1976, as amended).