| 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 |
|
| 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 |
|
| 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. |