1 | A bill to be entitled |
2 | An act relating to the leasing of private property by |
3 | state agencies; amending s. 255.248, F.S.; providing |
4 | definitions; amending s. 255.249, F.S.; requiring the |
5 | Department of Management Services to develop and implement |
6 | a strategic leasing plan; requiring the department to |
7 | annually publish a master leasing report containing |
8 | certain information; removing the expiration of provisions |
9 | requiring that the department annually report to the |
10 | Governor and the Legislature certain information |
11 | concerning leases that are due to expire and amendments |
12 | and supplements to and waivers of the terms and conditions |
13 | of lease agreements; requiring each agency to annually |
14 | provide specified information to the department; requiring |
15 | that the department adopt certain rules; removing the |
16 | expiration of provisions requiring that certain specified |
17 | clauses be included in the terms and conditions of a |
18 | lease; authorizing the department to contract for real |
19 | estate consulting or tenant brokerage services for |
20 | specified purposes; exempting certain funds from certain |
21 | charges; amending s. 255.25, F.S.; requiring each agency |
22 | to consult with the department regarding specified leasing |
23 | opportunities; requiring the agency to initiate a |
24 | competitive solicitation or lease renewal under certain |
25 | circumstances; requiring prior approval by the department |
26 | for amendments to current leases; removing the expiration |
27 | of provisions requiring that the department approve the |
28 | terms of a lease by a state agency; requiring an analysis |
29 | if the department approves an amendment or supplement to |
30 | or waiver of a term or condition of a lease agreement; |
31 | prohibiting a state agency from entering into certain |
32 | leases of space in a privately owned building; providing |
33 | exceptions; providing requirements for the use of |
34 | invitations to bid, requests for proposals, and |
35 | invitations to negotiate; providing criteria for awarding |
36 | contracts; providing criteria for protesting an agency |
37 | decision or intended decision pertaining to a competitive |
38 | solicitation for leased space; providing criteria for the |
39 | department to use when determining the state's best |
40 | interest and when approving leases of 5,000 square feet or |
41 | more; authorizing state agencies to use the services of a |
42 | tenant broker under specified circumstances; authorizing |
43 | the department to procure a state term contract for real |
44 | estate consulting and brokerage services; removing the |
45 | expiration of provisions providing legislative intent with |
46 | respect to the use of state-owned buildings; requiring |
47 | that the department create a plan for fully using such |
48 | buildings before leasing private buildings; requiring an |
49 | annual report to the Legislature and the Governor; |
50 | providing appropriations and authorizing positions; |
51 | providing an effective date. |
52 |
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53 | Be It Enacted by the Legislature of the State of Florida: |
54 |
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55 | Section 1. Section 255.248, Florida Statutes, is amended |
56 | to read: |
57 | 255.248 Definitions; ss. 255.249 and 255.25.--As The |
58 | following definitions shall apply when used in ss. 255.249 and |
59 | 255.25, the term: |
60 | (1) "Best leasing value" means the highest overall value |
61 | to the state based on objective factors that include, but are |
62 | not limited to, the rental rate, the renewal rate, operational |
63 | and maintenance costs, any tenant-improvement allowance, |
64 | location, the lease term, the condition of the facility, |
65 | landlord responsibility, amenities, and parking. |
66 | (2) "Competitive solicitation" means an invitation to bid, |
67 | a request for proposals, or an invitation to negotiate. |
68 | (3) "Department" means the Department of Management |
69 | Services. |
70 | (4) "Privately owned building" means any building not |
71 | owned by a governmental agency. |
72 | (5) "Responsible lessor" means a lessor who has the |
73 | capability in all respects to fully perform the contract |
74 | requirements and the integrity and reliability that will ensure |
75 | good faith performance. |
76 | (6) "Responsive bid," "responsive proposal," or |
77 | "responsive reply" means a bid, proposal, or reply submitted by |
78 | a responsive and responsible vendor that conforms in all |
79 | material respects to the solicitation. |
80 | (7) "Responsive lessor" means a lessor that has submitted |
81 | a bid, proposal, or reply that conforms in all material respects |
82 | to the solicitation. |
83 | (8)(1) The term "State-owned office building" means any |
84 | building title to which is vested in the state and which is used |
85 | by one or more executive agencies predominantly for |
86 | administrative direction and support functions. This term |
87 | excludes: |
88 | (a) District or area offices established for field |
89 | operations where law enforcement, military, inspections, road |
90 | operations, or tourist welcoming functions are performed. |
91 | (b) All educational facilities and institutions under the |
92 | supervision of the Department of Education. |
93 | (c) All custodial facilities and institutions used |
94 | primarily for the care, custody, or treatment of wards of the |
95 | state. |
96 | (d) Buildings or spaces used for legislative activities. |
97 | (e) Buildings purchased or constructed from agricultural |
98 | or citrus trust funds. |
99 | (2) The term "privately owned building" shall mean any |
100 | building not owned by a governmental agency. |
101 | Section 2. Subsections (1), (3), (4), and (5) of section |
102 | 255.249, Florida Statutes, are amended, and subsection (6) is |
103 | added to that section, to read: |
104 | 255.249 Department of Management Services; responsibility; |
105 | department rules.-- |
106 | (1) The department of Management Services shall have |
107 | responsibility and authority for the custodial and preventive |
108 | maintenance, repair, and allocation of space of all buildings in |
109 | the Florida Facilities Pool and the grounds located adjacent |
110 | thereto. |
111 | (3)(a) The department shall, to the extent feasible, |
112 | coordinate the vacation of privately owned leased space with the |
113 | expiration of the lease on that space and, when a lease is |
114 | terminated before expiration of its base term, will make a |
115 | reasonable effort to place another state agency in the space |
116 | vacated. Any state agency may lease the space in any building |
117 | that was subject to a lease terminated by a state agency for a |
118 | period of time equal to the remainder of the base term without |
119 | the requirement of competitive bidding. |
120 | (b) The department shall develop and implement a strategic |
121 | leasing plan. The strategic leasing plan shall forecast agency |
122 | space needs for all state agencies and identify opportunities |
123 | for reducing costs through consolidation, relocation, |
124 | reconfiguration, capital investment, and the building or |
125 | acquisition of state-owned space. |
126 | (c)(b) Beginning fiscal year 2008-2009, the department |
127 | shall annually publish a master leasing report that lists, by |
128 | agency, all leases that are due to expire within 24 months. The |
129 | annual report must include the following information for each |
130 | lease: location; size of leased space; current cost per leased |
131 | square foot; lease expiration date; and a determination of |
132 | whether sufficient state-owned office space will be available at |
133 | the expiration of the lease to house affected employees. The |
134 | report must also include a list of amendments and supplements to |
135 | and waivers of terms and conditions in lease agreements that |
136 | have been approved pursuant to s. 255.25(2)(a) during the |
137 | previous 12 months and an associated comprehensive analysis, |
138 | including financial implications, showing that any amendment, |
139 | supplement, or waiver is in the state's long-term best interest. |
140 | The department shall furnish the master leasing this report to |
141 | the Executive Office of the Governor and the Legislature by |
142 | September 15 of each year, which provides the following |
143 | information: |
144 | 1. A list, by agency and by geographic market, of all |
145 | leases that are due to expire within 24 months. |
146 | 2. Details of each lease, including the location, size, |
147 | cost per leased square foot, and lease-expiration date and a |
148 | determination of whether sufficient state-owned office space |
149 | will be available at the expiration of the lease to accommodate |
150 | affected employees. |
151 | 3. A list of amendments and supplements to and waivers of |
152 | terms and conditions in lease agreements that have been approved |
153 | pursuant to s. 255.25(2)(a) during the previous 12 months and an |
154 | associated comprehensive analysis, including financial |
155 | implications, showing that any amendment, supplement, or waiver |
156 | is in the state's long-term best interest. |
157 | 4. Financial impacts to the pool rental rate due to sale, |
158 | removal, acquisition, or construction of pool facilities. |
159 | 5. Changes in occupancy rate, maintenance costs, and |
160 | efficiency costs of leases in the state portfolio; changes to |
161 | occupancy costs in leased space by market; and changes to space |
162 | consumption by agency and by market. |
163 | 6. An analysis of portfolio supply and demand. |
164 | 7. Cost-benefit analyses of acquisition, build and |
165 | consolidation opportunities, recommendations for strategic |
166 | consolidation, and strategic recommendations for disposition, |
167 | acquisition, and build. |
168 | (d) On or before June 30 of each year, each state agency |
169 | shall provide to the department all information regarding agency |
170 | programs affecting the need for or use of space by that agency, |
171 | reviews of lease-expiration schedules for each geographic area, |
172 | active and planned full-time equivalent data, business case |
173 | analyses related to consolidation plans by an agency, and |
174 | current occupancy and relocation costs, inclusive of |
175 | furnishings, fixtures and equipment, data, and communications. |
176 | This paragraph expires July 1, 2007. |
177 | (4) The department shall adopt promulgate rules pursuant |
178 | to chapter 120 providing: |
179 | (a) Methods for accomplishing the duties outlined in |
180 | subsection (1). |
181 | (b) Procedures for soliciting and accepting competitive |
182 | solicitations proposals for leased space of 5,000 square feet or |
183 | more in privately owned buildings, for evaluating the proposals |
184 | received, for exemption from competitive solicitations bidding |
185 | requirements of any lease the purpose of which is the provision |
186 | of care and living space for persons or emergency space needs as |
187 | provided in s. 255.25(10), and for the securing of at least |
188 | three documented quotes for a lease that is not required to be |
189 | competitively solicited bid. |
190 | (c) A standard method for determining square footage or |
191 | any other measurement used as the basis for lease payments or |
192 | other charges. |
193 | (d) Methods of allocating space in both state-owned office |
194 | buildings and privately owned buildings leased by the state |
195 | based on use, personnel, and office equipment. |
196 | (e)1. Acceptable terms and conditions for inclusion in |
197 | lease agreements. |
198 | 2. Such terms and conditions shall include, at a minimum, |
199 | the following clauses, which may not be amended, supplemented, |
200 | or waived: |
201 | a. As provided in s. 255.2502, "The State of Florida's |
202 | performance and obligation to pay under this contract is |
203 | contingent upon an annual appropriation by the Legislature." |
204 | b. "The Lessee shall have the right to terminate, without |
205 | penalty, this lease in the event a State-owned building becomes |
206 | available to the Lessee for occupancy in the County of |
207 | __________, Florida, during the term of said lease for the |
208 | purposes for which this space is being leased upon giving 6 |
209 | months' advance written notice to the Lessor by Certified Mail, |
210 | Return Receipt Requested." |
211 |
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212 | This subparagraph expires July 1, 2007. |
213 | (f) Maximum rental rates, by geographic areas or by |
214 | county, for leasing privately owned space. |
215 | (g) A standard method for the assessment of rent to state |
216 | agencies and other authorized occupants of state-owned office |
217 | space, notwithstanding the source of funds. |
218 | (h) For full disclosure of the names and the extent of |
219 | interest of the owners holding a 4-percent or more interest in |
220 | any privately owned property leased to the state or in the |
221 | entity holding title to the property, for exemption from such |
222 | disclosure of any beneficial interest which is represented by |
223 | stock in any corporation registered with the Securities and |
224 | Exchange Commission or registered pursuant to chapter 517, which |
225 | stock is for sale to the general public, and for exemption from |
226 | such disclosure of any leasehold interest in property located |
227 | outside the territorial boundaries of the United States. |
228 | (i) For full disclosure of the names of all public |
229 | officials, agents, or employees holding any interest in any |
230 | privately owned property leased to the state or in the entity |
231 | holding title to the property, and the nature and extent of |
232 | their interest, for exemption from such disclosure of any |
233 | beneficial interest that which is represented by stock in any |
234 | corporation registered with the Securities and Exchange |
235 | Commission or registered pursuant to chapter 517, which stock is |
236 | for sale to the general public, and for exemption from such |
237 | disclosure of any leasehold interest in property located outside |
238 | the territorial boundaries of the United States. |
239 | (j) A method for reporting leases for nominal or no |
240 | consideration. |
241 | (k) For a lease of less than 5,000 square feet, a method |
242 | for certification by the agency head or the agency head's |
243 | designated representative that all criteria for leasing have |
244 | been fully complied with and for the filing of a copy of such |
245 | lease and all supporting documents with the department for its |
246 | review and approval as to technical sufficiency. |
247 | (l) A standardized format for state agency reporting of |
248 | the information required by paragraph (3)(d). |
249 | (5) The department of Management Services shall prepare a |
250 | form listing all conditions and requirements adopted pursuant to |
251 | this chapter which must be met by any state agency leasing any |
252 | building or part thereof. Before executing any lease, this form |
253 | shall be certified by the agency head or the agency head's |
254 | designated representative and submitted to the department. |
255 | (6) The department may contract for real estate consulting |
256 | or tenant brokerage services in order to carry out its duties |
257 | relating to the strategic leasing plan. The contract shall be |
258 | procured pursuant to s. 287.057. The vendor that is awarded the |
259 | contract shall be compensated by the department, subject to the |
260 | provisions of the contract, with such compensation being subject |
261 | to appropriation by the Legislature. The real estate consultant |
262 | or tenant broker may not receive compensation directly from a |
263 | lessor for services that are rendered pursuant to the contract. |
264 | Moneys paid to the real estate consultant or tenant broker are |
265 | exempt from any charge imposed under s. 287.1345. Moneys paid by |
266 | a lessor to the department under a facility-leasing arrangement |
267 | are not subject to the charges imposed under s. 215.20. |
268 | Section 3. Subsections (1), (2), (3), (4), and (8) of |
269 | section 255.25, Florida Statutes, are amended to read: |
270 | 255.25 Approval required prior to construction or lease of |
271 | buildings.-- |
272 | (1)(a) A No state agency may not lease space in a private |
273 | building that is to be constructed for state use unless prior |
274 | approval of the architectural design and preliminary |
275 | construction plans is first obtained from the department of |
276 | Management Services. |
277 | (b) During the term of existing leases, each agency shall |
278 | consult with the department regarding opportunities for |
279 | consolidation, use of state-owned space, build-to-suit space, |
280 | and potential acquisitions; shall monitor market conditions; and |
281 | shall initiate a competitive solicitation or, if appropriate, |
282 | lease-renewal negotiations for each lease held in the private |
283 | sector to effect the best overall lease terms reasonably |
284 | available to that agency. With prior approval of the department, |
285 | amendments to leases may be permitted to modify any lease |
286 | provisions or any other terms or conditions, except to the |
287 | extent specifically prohibited by this chapter. The department |
288 | of Management Services shall serve as a mediator in lease- |
289 | renewal negotiations lease renegotiations if the agency and the |
290 | lessor are unable to reach a compromise within 6 months after of |
291 | renegotiation and if either the agency or lessor requests the |
292 | Department of Management Services' intervention by the |
293 | department. |
294 | (c) When specifically authorized by the Appropriations Act |
295 | and in accordance with s. 255.2501, if applicable, the |
296 | Department of Management Services may approve a lease-purchase, |
297 | sale-leaseback, or tax-exempt leveraged lease contract or other |
298 | financing technique for the acquisition, renovation, or |
299 | construction of a state fixed capital outlay project when it is |
300 | in the best interest of the state. |
301 | (2)(a) Except as provided in s. 255.2501, a no state |
302 | agency may not lease a building or any part thereof unless prior |
303 | approval of the lease conditions and of the need therefor is |
304 | first obtained from the department of Management Services. Any |
305 | approved lease may include an option to purchase or an option to |
306 | renew the lease, or both, upon such terms and conditions as are |
307 | established by the department subject to final approval by the |
308 | head of the department of Management Services and s. 255.2502. |
309 | (b) The approval of the department of Management Services, |
310 | except for technical sufficiency, need not be obtained for the |
311 | lease of less than 5,000 square feet of space within a privately |
312 | owned building, provided the agency head or the agency head's |
313 | designated representative has certified compliance with |
314 | applicable leasing criteria as may be provided pursuant to s. |
315 | 255.249(4)(k) and has determined such lease to be in the best |
316 | interest of the state. Such a lease which is for a term |
317 | extending beyond the end of a fiscal year is subject to the |
318 | provisions of ss. 216.311, 255.2502, and 255.2503. |
319 | (c) The department of Management Services shall adopt as a |
320 | rule uniform leasing procedures for use by each state agency |
321 | other than the Department of Transportation. Each state agency |
322 | shall ensure that the leasing practices of that agency are in |
323 | substantial compliance with the uniform leasing rules adopted |
324 | under this section and ss. 255.249, 255.2502, and 255.2503. |
325 | (d) Notwithstanding paragraph (a) and except as provided |
326 | in ss. 255.249 and 255.2501, a state agency may not lease a |
327 | building or any part thereof unless prior approval of the lease |
328 | terms and conditions and of the need therefor is first obtained |
329 | from the department of Management Services. The department may |
330 | not approve any term or condition in a lease agreement which has |
331 | been amended, supplemented, or waived unless a comprehensive |
332 | analysis, including financial implications, demonstrates that |
333 | such amendment, supplement, or waiver is in the state's long- |
334 | term best interest. Any approved lease may include an option to |
335 | purchase or an option to renew the lease, or both, upon such |
336 | terms and conditions as are established by the department |
337 | subject to final approval by the head of the department of |
338 | Management Services and the provisions of s. 255.2502. This |
339 | paragraph expires July 1, 2007. |
340 | (3)(a) Except as provided in subsection (10), a no state |
341 | agency may not shall enter into a lease as lessee for the use of |
342 | 5,000 square feet or more of space in a privately owned building |
343 | except upon advertisement for and receipt of competitive |
344 | solicitations bids and award to the lowest and best bidder. |
345 | 1.a. An invitation to bid shall be made available |
346 | simultaneously to all lessors and must include a detailed |
347 | description of the space sought; the time and date for the |
348 | receipt of bids and of the public opening; and all contractual |
349 | terms and conditions applicable to the procurement, including |
350 | the criteria to be used in determining acceptability of the bid. |
351 | If the agency contemplates renewal of the contract, that fact |
352 | must be stated in the invitation to bid. The bid must include |
353 | the price for each year for which the contract may be renewed. |
354 | Evaluation of bids shall include consideration of the total cost |
355 | for each year as submitted by the lessor. Criteria that were not |
356 | set forth in invitation to bid may not be used in determining |
357 | acceptability of the bid. |
358 | b. The contract shall be awarded with reasonable |
359 | promptness by written notice to the responsible and responsive |
360 | lessor that submits the lowest responsive bid. This bid must be |
361 | determined in writing to meet the requirements and criteria set |
362 | forth in the invitation to bid. |
363 | 2.a. If an agency determines in writing that the use of an |
364 | invitation to bid is not practicable, leased space shall be |
365 | procured by competitive sealed proposals. A request for |
366 | proposals shall be made available simultaneously to all lessors |
367 | and must include a statement of the space sought; the time and |
368 | date for the receipt of proposals and of the public opening; and |
369 | all contractual terms and conditions applicable to the |
370 | procurement, including the criteria, which must include, but |
371 | need not be limited to, price, to be used in determining |
372 | acceptability of the proposal. The relative importance of price |
373 | and other evaluation criteria shall be indicated. If the agency |
374 | contemplates renewal of the contract, that fact must be stated |
375 | in the request for proposals. The proposal must include the |
376 | price for each year for which the contract may be renewed. |
377 | Evaluation of proposals shall include consideration of the total |
378 | cost for each year as submitted by the lessor. |
379 | b. The contract shall be awarded to the responsible and |
380 | responsive lessor whose proposal is determined in writing to be |
381 | the most advantageous to the state, taking into consideration |
382 | the price and the other criteria set forth in the request for |
383 | proposals. The contract file must contain documentation |
384 | supporting the basis on which the award is made. |
385 | 3.a. If the agency determines in writing that the use of |
386 | an invitation to bid or a request for proposals will not result |
387 | in the best value to the state, the agency may procure leased |
388 | space by competitive sealed replies. The agency's written |
389 | determination must specify reasons that explain why negotiation |
390 | may be necessary in order for the state to achieve the best |
391 | leasing value and must be approved in writing by the agency head |
392 | or his or her designee prior to the advertisement of an |
393 | invitation to negotiate. Cost savings related to the agency |
394 | procurement process are not sufficient justification for using |
395 | an invitation to negotiate. An invitation to negotiate shall be |
396 | made available to all lessors simultaneously and must include a |
397 | statement of the space sought; the time and date for the receipt |
398 | of replies and of the public opening; and all terms and |
399 | conditions applicable to the procurement, including the criteria |
400 | to be used in determining the acceptability of the reply. If the |
401 | agency contemplates renewal of the contract, that fact must be |
402 | stated in the invitation to negotiate. The reply must include |
403 | the price for each year for which the contract may be renewed. |
404 | b. The agency shall evaluate and rank responsive replies |
405 | against all evaluation criteria set forth in the invitation to |
406 | negotiate and shall select, based on the ranking, one or more |
407 | lessors with which to commence negotiations. After negotiations |
408 | are conducted, the agency shall award the contract to the |
409 | responsible and responsive lessor that the agency determines |
410 | will provide the best leasing value to the state. The contract |
411 | file must contain a short, plain statement that explains the |
412 | basis for lessor selection and sets forth the lessor's |
413 | deliverables and price pursuant to the contract and an |
414 | explanation of how these deliverables and price provide the best |
415 | leasing value to the state. |
416 | (b) The department of Management Services shall have the |
417 | authority to approve a lease for 5,000 square feet or more of |
418 | space that covers more than 1 fiscal year, subject to the |
419 | provisions of ss. 216.311, 255.2501, 255.2502, and 255.2503, if |
420 | such lease is, in the judgment of the department, in the best |
421 | interests of the state. In determining best interest, the |
422 | department shall consider availability of state-owned space and |
423 | analyses of build-to-suit and acquisition opportunities. This |
424 | paragraph does not apply to buildings or facilities of any size |
425 | leased for the purpose of providing care and living space for |
426 | persons. |
427 | (c)(b) The department of Management Services may approve |
428 | extensions of an existing lease of 5,000 square feet or more of |
429 | space if such extensions are determined to be in the best |
430 | interests of the state, but in no case shall the total of such |
431 | extensions exceed 11 months. If at the end of the 11th month an |
432 | agency still needs that space, it shall be procured by |
433 | competitive bid in accordance with s. 255.249(4)(b). However, an |
434 | agency that determines that it is in its best interest to remain |
435 | in the space it currently occupies may negotiate a replacement |
436 | lease with the lessor if an independent comparative market |
437 | analysis demonstrates that the rates offered are within market |
438 | rates for the space and the cost of the new lease does not |
439 | exceed the cost of a comparable lease plus documented moving |
440 | costs. A present-value analysis and the consumer price index |
441 | shall be used in the calculation of lease costs. The term of the |
442 | replacement lease may not exceed the base term of the expiring |
443 | lease. |
444 | (d)(c) Any person who files an action protesting a |
445 | decision or intended decision pertaining to a competitive |
446 | solicitation bid for space to be leased by the agency pursuant |
447 | to s. 120.57(3)(b) shall post with the state agency at the time |
448 | of filing the formal written protest a bond payable to the |
449 | agency in an amount equal to 1 percent of the estimated total |
450 | rental of the basic lease period or $5,000, whichever is |
451 | greater, which bond shall be conditioned upon the payment of all |
452 | costs which may be adjudged against him or her in the |
453 | administrative hearing in which the action is brought and in any |
454 | subsequent appellate court proceeding. If the agency prevails |
455 | after completion of the administrative hearing process and any |
456 | appellate court proceedings, it shall recover all costs and |
457 | charges that which shall be included in the final order or |
458 | judgment, excluding attorney's fees. Upon payment of such costs |
459 | and charges by the person protesting the award, the bond shall |
460 | be returned to him or her. If the person protesting the award |
461 | prevails, the bond shall be returned to that person and he or |
462 | she shall recover from the agency all costs and charges which |
463 | shall be included in the final order of judgment, excluding |
464 | attorney's fees. |
465 | (e)(d) The agency and the lessor, when entering into a |
466 | lease for 5,000 or more square feet of a privately owned |
467 | building, shall, before the effective date of the lease, agree |
468 | upon and separately state the cost of tenant improvements which |
469 | may qualify for reimbursement if the lease is terminated before |
470 | the expiration of its base term. The department shall serve as |
471 | mediator if the agency and the lessor are unable to agree. The |
472 | amount agreed upon and stated shall, if appropriated, be |
473 | amortized over the original base term of the lease on a |
474 | straight-line basis. |
475 | (f)(e) The unamortized portion of tenant improvements, if |
476 | appropriated, shall will be paid in equal monthly installments |
477 | over the remaining term of the lease. If any portion of the |
478 | original leased premises is occupied after termination but |
479 | during the original term by a tenant that does not require |
480 | material changes to the premises, the repayment of the cost of |
481 | tenant improvements applicable to the occupied but unchanged |
482 | portion shall be abated during occupancy. The portion of the |
483 | repayment to be abated shall be based on the ratio of leased |
484 | space to unleased space. |
485 | (g) Notwithstanding s. 287.056(1), a state agency may, at |
486 | the sole discretion of the agency head or his or her designee, |
487 | use the services of a tenant broker to assist with a competitive |
488 | solicitation undertaken by the agency. In making its |
489 | determination whether to use a tenant broker, a state agency |
490 | shall consult with the department. After October 1, 2007, a |
491 | state agency may not use the services of a tenant broker unless |
492 | the tenant broker is under a term contract with the state which |
493 | complies with paragraph (h). If a state agency uses the services |
494 | of a tenant broker with respect to a transaction, the agency may |
495 | not enter into a lease with any landlord to which the tenant |
496 | broker is providing brokerage services for that transaction. |
497 | (h) The department may, pursuant to s. 287.042(2)(a), |
498 | procure a term contract for real estate consulting and brokerage |
499 | services. A state agency may not purchase services from the |
500 | contract unless the contract has been procured under s. |
501 | 287.057(1), (2), or (3) and contains the following provisions or |
502 | requirements: |
503 | 1. Awarded brokers must maintain an office or presence in |
504 | the market served. In awarding the contract, preference must be |
505 | given to brokers that are licensed in this state under chapter |
506 | 475 and that have 3 or more years of experience in the market |
507 | served. The contract may be made with up to three tenant brokers |
508 | in order to serve the marketplace in the north, central, and |
509 | south areas of the state. |
510 | 2. Each contracted tenant broker shall work under the |
511 | direction, supervision, and authority of the state agency, |
512 | subject to the rules governing lease procurements. |
513 | 3. The department shall provide training for the awarded |
514 | tenant brokers concerning the rules governing the procurement of |
515 | leases. |
516 | 4. Tenant brokers should participate in developing the |
517 | strategic leasing plan. |
518 | 5. Tenant brokers must comply with all applicable |
519 | provisions of s. 475.278. |
520 | 6. Real estate consultants and tenant brokers shall be |
521 | compensated by the state agency, subject to the provisions of |
522 | the term contract, and such compensation is subject to |
523 | appropriation by the Legislature. A real estate consultant or |
524 | tenant broker may not receive compensation directly from a |
525 | lessor for services that are rendered under the term contract. |
526 | Moneys paid to a real estate consultant or tenant broker are |
527 | exempt from any charge imposed under s. 287.1345. Moneys paid by |
528 | a lessor to the state agency under a facility leasing |
529 | arrangement are not subject to the charges imposed under s. |
530 | 215.20. All terms relating to the compensation of the real |
531 | estate consultant or tenant broker shall be specified in the |
532 | term contract and may not be supplemented or modified by the |
533 | state agency using the contract. |
534 | (i) The department shall conduct periodic customer- |
535 | satisfaction surveys. |
536 | (j) Each state agency shall report the following |
537 | information to the department: |
538 | 1. The number of leases that adhere to the goal of the |
539 | workspace-management initiative of 180 square feet per FTE. |
540 | 2. The quality of space leased and the adequacy of tenant- |
541 | improvement funds. |
542 | 3. The timeliness of lease procurement, measured from the |
543 | date of the agency's request to the finalization of the lease. |
544 | 4. Whether cost-benefit analyses were performed before |
545 | execution of the lease in order to ensure that the lease is in |
546 | the best interest of the state. |
547 | 5. The lease costs compared to market rates for similar |
548 | types and classifications of space according to the official |
549 | classifications of the Building Owners and Managers Association. |
550 | (4)(a) The department of Management Services shall not |
551 | authorize any state agency to enter into a lease agreement for |
552 | space in a privately owned building when suitable space is |
553 | available in a state-owned building located in the same |
554 | geographic region, except upon presentation to the department of |
555 | sufficient written justification, acceptable to the department, |
556 | that a separate space is required in order to fulfill the |
557 | statutory duties of the agency making such request. The term |
558 | "state-owned building" as used in this subsection means any |
559 | state-owned facility regardless of use or control. |
560 | (b) State agencies shall cooperate with local governmental |
561 | units by using suitable, existing publicly owned facilities, |
562 | subject to the provisions of ss. 255.2501, 255.2502, and |
563 | 255.2503. Agencies may utilize unexpended funds appropriated for |
564 | lease payments to: |
565 | 1. Pay their proportion of operating costs. |
566 | 2. Renovate applicable spaces. |
567 | (c) Because the state has a substantial financial |
568 | investment in state-owned buildings, it is legislative policy |
569 | and intent that when state-owned buildings meet the needs of |
570 | state agencies, agencies must fully use such buildings before |
571 | leasing privately owned buildings. By September 15, 2006, the |
572 | Department of Management Services shall create a 5-year plan for |
573 | implementing this policy. The department shall update this plan |
574 | annually, detailing proposed departmental actions to meet the |
575 | plan's goals. The department shall furnish this plan to the |
576 | President of the Senate, the Speaker of the House of |
577 | Representatives, and the Executive Office of the Governor by |
578 | September 15 of each year, as part of the master leasing report. |
579 | This paragraph expires July 1, 2007. |
580 | (8) An No agency may not shall enter into more than one |
581 | lease for space in the same privately owned facility or complex |
582 | within any 12-month period except upon competitive the |
583 | solicitation of competitive bids. |
584 | Section 4. For the 2007-2008 fiscal year, the sum of |
585 | $330,620 in recurring funds and the sum of $23,630 in |
586 | nonrecurring funds are appropriated from the Supervision Trust |
587 | Fund in the Department of Management Services. Five full-time |
588 | equivalent positions with the associated salary rate of 272,500 |
589 | are authorized for the purpose of providing strategic planning |
590 | of leasing transactions for the state. |
591 | Section 5. This act shall take effect July 1, 2007. |