1 | A bill to be entitled |
2 | An act relating to state-owned or leased space; |
3 | amending s. 216.0152, F.S.; revising provisions |
4 | requiring development, maintenance, and reporting |
5 | relating to an automated inventory of state-owned or |
6 | state-occupied facilities and providing procedures, |
7 | requirements, and departmental responsibilities with |
8 | respect thereto; amending s. 255.248, F.S.; adding |
9 | definitions for the terms "managing entity" and |
10 | "tenant broker"; amending s. 255.249, F.S.; |
11 | authorizing the Department of Management Services to |
12 | direct state agencies to occupy space in a state-owned |
13 | building; authorizing the department to implement |
14 | renovations of projects in order to efficiently use |
15 | state-owned buildings; revising the contents of the |
16 | master leasing report; authorizing state agencies to |
17 | use the services of a tenant broker to provide certain |
18 | information to the department; requiring the title |
19 | entity or managing agency to report any vacant or |
20 | underutilized space to the department; requiring the |
21 | department to adopt procedural rules; amending s. |
22 | 255.25, F.S.; reducing the amount of square feet that |
23 | an agency may lease without department approval; |
24 | requiring a state agency to use a tenant broker to |
25 | assist with lease actions; requiring the lessor of |
26 | certain state-leased space to provide documentation |
27 | relating to compliance with uniform firesafety |
28 | standards under certain circumstances; conforming |
29 | cross-references; amending ss. 110.171 and 985.682, |
30 | F.S.; conforming cross-references; providing an |
31 | effective date. |
32 |
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33 | Be It Enacted by the Legislature of the State of Florida: |
34 |
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35 | Section 1. Section 216.0152, Florida Statutes, is amended |
36 | to read: |
37 | 216.0152 Inventory of state-owned facilities or state- |
38 | occupied facilities.- |
39 | (1) The Department of Management Services and the |
40 | Department of Environmental Protection shall develop and |
41 | maintain an automated inventory of all facilities owned, leased, |
42 | rented, or otherwise occupied or maintained by any agency of the |
43 | state, the judicial branch, or the water management districts. |
44 | The inventory data shall be provided by the owning or operating |
45 | agency and shall include the location, occupying agency, |
46 | ownership, size, condition assessment, valuations, operating |
47 | costs, maintenance record, age, parking and employee facilities, |
48 | building uses, full-time equivalent occupancy, known |
49 | restrictions or historic designations, leases or subleases, |
50 | associated revenues, and other information as required in a rule |
51 | adopted by the Department of Management Services. The Department |
52 | of Management Services shall use this data for determining |
53 | maintenance needs, conducting strategic analyses, including, but |
54 | not limited to, analyzing and identifying candidates for |
55 | surplus, valuation, and disposition, and life-cycle cost |
56 | evaluations of the facility. Inventory data shall be provided to |
57 | the Department of Environmental Protection on or before July 1 |
58 | of each year by the owning or operating agency in a format |
59 | prescribed by the Department of Environmental Protection and the |
60 | Department of Management Services. The inventory need not |
61 | include a condition assessment or maintenance record of |
62 | facilities not owned by a state agency, the judicial branch, or |
63 | a water management district. The term "facility," as used in |
64 | this section, means buildings, structures, and building systems, |
65 | but does not include transportation facilities of the state |
66 | transportation system. For reporting purposes, the Department of |
67 | Transportation shall develop and maintain an inventory of |
68 | transportation facilities of the state transportation system and |
69 | provide this inventory to the Department of Environmental |
70 | Protection and the Department of Management Services by July 1 |
71 | of each year. The Department of Transportation shall also |
72 | identify and dispose of surplus property pursuant to ss. 337.25 |
73 | and 339.04. The Board of Governors of the State University |
74 | System and the Department of Education, respectively, shall |
75 | develop and maintain an inventory, in the manner prescribed by |
76 | the Department of Management Services, of all state university |
77 | and community college facilities and shall provide make the data |
78 | available in a format acceptable to the Department of Management |
79 | Services by July 1 of each year. By March 15, 2011, the |
80 | Department Management Services shall adopt rules pursuant to ss. |
81 | 120.536 and 120.54 to administer this section. |
82 | (2) For the purpose of assessing needed repairs and |
83 | renovations of facilities, the Department of Management Services |
84 | shall update its inventory with condition information for |
85 | facilities of 3,000 square feet or more and cause to be updated |
86 | the other inventories required by subsection (1) at least once |
87 | every 5 years, but the inventories shall record acquisitions of |
88 | new facilities and significant changes in existing facilities as |
89 | they occur. The Department of Management Services shall provide |
90 | each agency and the judicial branch with the most recent |
91 | inventory applicable to that agency or to the judicial branch. |
92 | Each agency and the judicial branch shall, in the manner |
93 | prescribed by the Department of Management Services, report |
94 | significant changes in the inventory as they occur. Items |
95 | relating to the condition and life-cycle cost of a facility |
96 | shall be updated at least every 5 years. |
97 | (2)(3) By October 1 of each year, the Department of |
98 | Management Services and the Department of Environmental |
99 | Protection shall, every 3 years, publish a complete report |
100 | detailing the inventory of all state-owned facilities, including |
101 | inventories of the Board of Governors of the State University |
102 | System, the Department of Education, and the Department of |
103 | Transportation. The annual state-owned real property disposition |
104 | report required under s. 216.0153 shall be included in the |
105 | report required under this subsection this inventory and shall |
106 | publish an annual update of the report. The department shall |
107 | furnish the updated report to the Executive Office of the |
108 | Governor and the Legislature no later than September 15 of each |
109 | year. |
110 | Section 2. Section 255.248, Florida Statutes, is amended |
111 | to read: |
112 | 255.248 Definitions; ss. 255.249 and 255.25.-As used in |
113 | ss. 255.248-255.25 255.249 and 255.25, the term: |
114 | (1) "Best leasing value" means the highest overall value |
115 | to the state based on objective factors that include, but are |
116 | not limited to, rental rate, renewal rate, operational and |
117 | maintenance costs, tenant-improvement allowance, location, lease |
118 | term, condition of facility, landlord responsibility, amenities, |
119 | and parking. |
120 | (2) "Competitive solicitation" means an invitation to bid, |
121 | a request for proposals, or an invitation to negotiate. |
122 | (3) "Department" means the Department of Management |
123 | Services. |
124 | (4) "Managing agency" means an agency that serves as the |
125 | title entity or leases property from the Board of Trustees of |
126 | the Internal Improvement Trust Fund for the operation and |
127 | maintenance of a state-owned office building. |
128 | (5)(4) "Privately owned building" means any building not |
129 | owned by a governmental agency. |
130 | (6)(5) "Responsible lessor" means a lessor who has the |
131 | capability in all respects to fully perform the contract |
132 | requirements and the integrity and reliability that will assure |
133 | good faith performance. |
134 | (7)(6) "Responsive bid," "responsive proposal," or |
135 | "responsive reply" means a bid or proposal, or reply submitted |
136 | by a responsive and responsible lessor, which conforms in all |
137 | material respects to the solicitation. |
138 | (8)(7) "Responsive lessor" means a lessor who that has |
139 | submitted a bid, proposal, or reply that conforms in all |
140 | material respects to the solicitation. |
141 | (9)(8) "State-owned office building" means any building |
142 | title to which is vested in the state and which is used by one |
143 | or more executive agencies predominantly for administrative |
144 | direction and support functions. The This term excludes: |
145 | (a) District or area offices established for field |
146 | operations where law enforcement, military, inspections, road |
147 | operations, or tourist welcoming functions are performed. |
148 | (b) All educational facilities and institutions under the |
149 | supervision of the Department of Education. |
150 | (c) All custodial facilities and institutions used |
151 | primarily for the care, custody, or treatment of wards of the |
152 | state. |
153 | (d) Buildings or spaces used for legislative activities. |
154 | (e) Buildings purchased or constructed from agricultural |
155 | or citrus trust funds. |
156 | (10) "Tenant broker" means a private real estate broker or |
157 | brokerage firm licensed to do business in this state and under |
158 | contract with the department to provide real estate transaction, |
159 | portfolio management, and strategic planning services for state |
160 | agencies. |
161 | Section 3. Section 255.249, Florida Statutes, is amended |
162 | to read: |
163 | 255.249 Department of Management Services; responsibility; |
164 | department rules.- |
165 | (1) The department shall have responsibility and authority |
166 | for the custodial and preventive maintenance, repair, and |
167 | allocation of space of all buildings in the Florida Facilities |
168 | Pool and adjacent the grounds located adjacent thereto. |
169 | (2) A state agency may not lease space in a private |
170 | building that is to be constructed for state use unless prior |
171 | approval of the architectural design and preliminary |
172 | construction plan is obtained from the department. |
173 | (3)(2) The department shall require a any state agency |
174 | planning to terminate a lease in a privately owned building for |
175 | the purpose of occupying space in a new state-owned office |
176 | building, the funds for which are appropriated after June 30, |
177 | 2000, to state why the proposed relocation is in the best |
178 | interest of the state. |
179 | (4)(3)(a) The department shall, to the extent feasible, |
180 | coordinate the vacation of privately owned leased space with the |
181 | expiration of the lease on that space and, if when a lease is |
182 | terminated before expiration of its base term, will make a |
183 | reasonable effort to place another state agency in the space |
184 | vacated. A Any state agency may lease the space in any building |
185 | that was subject to a lease terminated by a state agency for a |
186 | period of time equal to the remainder of the base term without |
187 | the requirement of competitive solicitation. |
188 | (5) The department may direct state agencies to occupy |
189 | space in any state-owned office building, including all state- |
190 | owned space identified within the Florida State-Owned Land |
191 | Records Information System at the Department of Environmental |
192 | Protection. |
193 | (6) If expressly authorized by the General Appropriations |
194 | Act and in the best interest of the state, the department may |
195 | implement renovations or construction of fixed capital outlay |
196 | projects to efficiently utilize state-owned office buildings. |
197 | Such use of fixed capital outlay funds apply only to state-owned |
198 | office buildings, and all expenditures must be reported by the |
199 | department in the master leasing report identified in subsection |
200 | (8). |
201 | (7)(b) The department shall develop and implement a |
202 | strategic leasing plan. The strategic leasing plan must shall |
203 | forecast space needs for all state agencies and identify |
204 | opportunities for reducing costs through consolidation, |
205 | relocation, reconfiguration, capital investment, and the |
206 | building or acquisition of state-owned space. |
207 | (8)(c) The department shall annually publish a master |
208 | leasing report that includes the strategic leasing plan created |
209 | under subsection (7). The department shall annually submit |
210 | furnish the master leasing report and plan to the Executive |
211 | Office of the Governor and the Legislature by October 1. The |
212 | report must provide September 15 of each year which provides the |
213 | following information: |
214 | (a)1. A list, by agency and by geographic market, of all |
215 | leases that are due to expire within 24 months. |
216 | (b)2. Details of each lease, including location, size, |
217 | cost per leased square foot, lease-expiration date, and a |
218 | determination of whether sufficient state-owned office space |
219 | will be available at the expiration of the lease to accommodate |
220 | affected employees. |
221 | (c)3. A list of amendments and supplements to and waivers |
222 | of terms and conditions in lease agreements that have been |
223 | approved pursuant to s. 255.25(2)(a) during the previous 12 |
224 | months and an associated comprehensive analysis, including |
225 | financial implications, showing that any amendment, supplement, |
226 | or waiver is in the state's long-term best interest. |
227 | (d)4. Financial impacts to the pool rental rate due to the |
228 | sale, removal, acquisition, or construction of pool facilities. |
229 | (e)5. Changes in occupancy rate, maintenance costs, and |
230 | efficiency costs of leases in the state portfolio. Changes to |
231 | occupancy costs in leased space by market and changes to space |
232 | consumption by agency and by market. |
233 | (f)6. An analysis of portfolio supply and demand. |
234 | (g)7. Cost-benefit analyses of acquisition, build, and |
235 | consolidation opportunities, recommendations for strategic |
236 | consolidation, and strategic recommendations for disposition, |
237 | acquisition, and building. |
238 | (h) Recommendations for capital improvement funds to |
239 | implement state agency consolidation into state-owned office |
240 | buildings. |
241 | (i)8. The updated plan required by s. 255.25(4)(c). |
242 | (9)(d) Annually by June 30: of each year, |
243 | (a) Each state agency shall annually provide to the |
244 | department all information regarding agency programs affecting |
245 | the need for or use of space by that agency, reviews of lease- |
246 | expiration schedules for each geographic area, active and |
247 | planned full-time equivalent data, business case analyses |
248 | related to consolidation plans by an agency, a telecommuting |
249 | program, and current occupancy and relocation costs, inclusive |
250 | of furnishings, fixtures and equipment, data, and |
251 | communications. State agencies may use the services of a tenant |
252 | broker in preparing this information. |
253 | (b) The title entity or managing agency shall report to |
254 | the department any vacant or underutilized space for all state- |
255 | owned office buildings and any restrictions that would apply to |
256 | any other agency occupying the vacant space. It shall also |
257 | notify the department of any significant changes to its |
258 | occupancy in the coming fiscal year. |
259 | (10)(4) The department shall adopt rules pursuant to |
260 | chapter 120 providing: |
261 | (a) Methods for accomplishing the duties outlined in |
262 | subsection (1). |
263 | (b) Procedures for soliciting and accepting competitive |
264 | solicitations for leased space of 2,000 5,000 square feet or |
265 | more in privately owned buildings, for evaluating the proposals |
266 | received, for exemption from competitive solicitations |
267 | requirements of any lease the purpose of which is the provision |
268 | of care and living space for persons or emergency space needs as |
269 | provided in s. 255.25(10), and for the securing of at least |
270 | three documented quotes for a lease that is not required to be |
271 | competitively solicited. |
272 | (c) A standard method for determining square footage or |
273 | any other measurement used as the basis for lease payments or |
274 | other charges. |
275 | (d) Methods of allocating space in both state-owned office |
276 | buildings and privately owned buildings leased by the state |
277 | based on use, personnel, and office equipment. |
278 | (e)1. Acceptable terms and conditions for inclusion in |
279 | lease agreements. |
280 | 2. At a minimum, such terms and conditions must shall |
281 | include, at a minimum, the following clauses, which may not be |
282 | amended, supplemented, or waived: |
283 | 1.a. As provided in s. 255.2502, "The State of Florida's |
284 | performance and obligation to pay under this contract is |
285 | contingent upon an annual appropriation by the Legislature." |
286 | 2.b. "The Lessee has shall have the right to terminate, |
287 | without penalty, this lease if in the event a State-owned |
288 | building becomes available to the Lessee for occupancy upon |
289 | giving 6 months' advance written notice to the Lessor by |
290 | Certified Mail, Return Receipt Requested." |
291 | (f) Maximum rental rates, by geographic areas or by |
292 | county, for leasing privately owned space. |
293 | (g) A standard method for the assessment of rent to state |
294 | agencies and other authorized occupants of state-owned office |
295 | space, notwithstanding the source of funds. |
296 | (h) For full disclosure of the names and the extent of |
297 | interest of the owners holding a 4 percent 4-percent or more |
298 | interest in any privately owned property leased to the state or |
299 | in the entity holding title to the property, for exemption from |
300 | such disclosure of any beneficial interest that which is |
301 | represented by stock in a any corporation registered with the |
302 | Securities and Exchange Commission or registered pursuant to |
303 | chapter 517, which stock is for sale to the general public, and |
304 | for exemption from such disclosure of any leasehold interest in |
305 | property located outside the territorial boundaries of the |
306 | United States. |
307 | (i) For full disclosure of the names of all public |
308 | officials, agents, or employees holding any interest in any |
309 | privately owned property leased to the state or in the entity |
310 | holding title to the property, and the nature and extent of |
311 | their interest, for exemption from such disclosure of any |
312 | beneficial interest that which is represented by stock in any |
313 | corporation registered with the Securities and Exchange |
314 | Commission or registered pursuant to chapter 517, which stock is |
315 | for sale to the general public, and for exemption from such |
316 | disclosure of any leasehold interest in property located outside |
317 | the territorial boundaries of the United States. |
318 | (j) A method for reporting leases for nominal or no |
319 | consideration. |
320 | (k) For a lease of less than 2,000 5,000 square feet, a |
321 | method for certification by the agency head or the agency head's |
322 | designated representative that all criteria for leasing have |
323 | been fully complied with and for the filing of a copy of such |
324 | lease and all supporting documents with the department for its |
325 | review and approval as to technical sufficiency and whether it |
326 | is in the best interests of the state. |
327 | (l) A standardized format for state agency reporting of |
328 | the information required by paragraph (9)(a) (3)(d). |
329 | (m) Procedures for administering this section. |
330 | (11)(5) The department shall prepare a form listing all |
331 | conditions and requirements adopted pursuant to this chapter |
332 | which must be met by any state agency leasing any building or |
333 | part thereof. Before executing any lease, this form must shall |
334 | be certified by the agency head or the agency head's designated |
335 | representative and submitted to the department. |
336 | (12)(6) The department may contract for real estate |
337 | consulting or tenant brokerage services in order to carry out |
338 | its duties relating to the strategic leasing plan under |
339 | subsection (7). The contract must shall be procured pursuant to |
340 | s. 287.057. The vendor that is awarded the contract shall be |
341 | compensated by the department, subject to the provisions of the |
342 | contract, and such compensation is subject to appropriation by |
343 | the Legislature. The real estate consultant or tenant broker may |
344 | not receive compensation directly from a lessor for services |
345 | that are rendered pursuant to the contract. Moneys paid by a |
346 | lessor to the department under a facility-leasing arrangement |
347 | are not subject to the charges imposed under s. 215.20. |
348 | Section 4. Section 255.25, Florida Statutes, is amended to |
349 | read: |
350 | 255.25 Approval required before prior to construction or |
351 | lease of buildings.- |
352 | (1)(a) A state agency may not lease space in a private |
353 | building that is to be constructed for state use unless prior |
354 | approval of the architectural design and preliminary |
355 | construction plans is first obtained from the department. |
356 | (b) During the term of existing leases, each agency shall |
357 | consult with the department regarding opportunities for |
358 | consolidation, use of state-owned space, build-to-suit space, |
359 | and potential acquisitions; shall monitor market conditions; and |
360 | shall initiate a competitive solicitation or, if appropriate, |
361 | lease-renewal negotiations for each lease held in the private |
362 | sector to effect the best overall lease terms reasonably |
363 | available to that agency. |
364 | (b) Amendments to leases may be permitted to modify any |
365 | lease provisions or any other terms or conditions, except to the |
366 | extent specifically prohibited by this chapter. The department |
367 | shall serve as a mediator in lease-renewal negotiations if the |
368 | agency and the lessor are unable to reach a compromise within 6 |
369 | months after renegotiation and if either the agency or lessor |
370 | requests intervention by the department. |
371 | (c) If expressly When specifically authorized by the |
372 | General Appropriations Act, and in accordance with s. 255.2501, |
373 | if applicable, the department may approve a lease-purchase, |
374 | sale-leaseback, or tax-exempt leveraged lease contract or other |
375 | financing technique for the acquisition, renovation, or |
376 | construction of a state fixed capital outlay project if when it |
377 | is in the best interest of the state. |
378 | (2)(a) Except as provided in s. 255.2501, a state agency |
379 | may not lease a building or any part thereof unless prior |
380 | approval of the lease conditions and of the need for the lease |
381 | therefor is first obtained from the department. An Any approved |
382 | lease may include an option to purchase or an option to renew |
383 | the lease, or both, upon such terms and conditions as are |
384 | established by the department, subject to final approval by the |
385 | head of the department of Management Services and s. 255.2502. |
386 | (b) For the lease of less than 2,000 5,000 square feet of |
387 | space, a state agency must notify the department at least 30 |
388 | days before the execution of the lease. The department shall |
389 | review the lease and determine whether suitable space is |
390 | available in a state-owned or state-leased building located in |
391 | the same geographic region. If the department determines that |
392 | space is not available, the department shall determine whether |
393 | the state agency lease is in the best interests of the state. If |
394 | the department determines that the execution of the lease is not |
395 | in the best interests of the state, the department shall notify |
396 | the agency proposing the lease, the Governor, the President of |
397 | the Senate, and the Speaker of the House of Representatives and |
398 | the presiding officers of each house of the Legislature of such |
399 | finding in writing. A lease that is for a term extending beyond |
400 | the end of a fiscal year is subject to the provisions of ss. |
401 | 216.311, 255.2502, and 255.2503. |
402 | (c) The department shall adopt as a rule uniform leasing |
403 | procedures by rule for use by each state agency other than the |
404 | Department of Transportation. Each state agency shall ensure |
405 | that the leasing practices of that agency are in substantial |
406 | compliance with the uniform leasing rules adopted under this |
407 | section and ss. 255.249, 255.2502, and 255.2503. |
408 | (d) Notwithstanding paragraph (a) and except as provided |
409 | in ss. 255.249 and 255.2501, a state agency may not lease a |
410 | building or any part thereof unless prior approval of the lease |
411 | terms and conditions and of the need for the lease therefor is |
412 | first obtained from the department. The department may not |
413 | approve any term or condition in a lease agreement which has |
414 | been amended, supplemented, or waived unless a comprehensive |
415 | analysis, including financial implications, demonstrates that |
416 | such amendment, supplement, or waiver is in the state's long- |
417 | term best interest. An Any approved lease may include an option |
418 | to purchase or an option to renew the lease, or both, upon such |
419 | terms and conditions as are established by the department |
420 | subject to final approval by the head of the department of |
421 | Management Services and the provisions of s. 255.2502. |
422 | (3)(a) Except as provided in subsection (10), a state |
423 | agency may not enter into a lease as lessee for the use of 2,000 |
424 | 5,000 square feet or more of space in a privately or government- |
425 | owned owned building except upon advertisement for and receipt |
426 | of competitive solicitations. |
427 | 1.a. An invitation to bid must shall be made available |
428 | simultaneously to all lessors and must include a detailed |
429 | description of the space sought; the time and date for the |
430 | receipt of bids and of the public opening; and all contractual |
431 | terms and conditions applicable to the procurement, including |
432 | the criteria to be used in determining acceptability of the bid. |
433 | If the agency contemplates renewal of the contract, that fact |
434 | must be stated in the invitation to bid. The bid must include |
435 | the price for each year for which the contract may be renewed. |
436 | Evaluation of bids shall include consideration of the total cost |
437 | for each year as submitted by the lessor. Criteria that were not |
438 | set forth in the invitation to bid may not be used in |
439 | determining acceptability of the bid. |
440 | b. The contract shall be awarded with reasonable |
441 | promptness by written notice to the responsible and responsive |
442 | lessor who that submits the lowest responsive bid. This bid must |
443 | be determined in writing to meet the requirements and criteria |
444 | set forth in the invitation to bid. |
445 | 2.a. If an agency determines in writing that the use of an |
446 | invitation to bid is not practicable, leased space shall be |
447 | procured by competitive sealed proposals. A request for |
448 | proposals shall be made available simultaneously to all lessors |
449 | and must include a statement of the space sought; the time and |
450 | date for the receipt of proposals and of the public opening; and |
451 | all contractual terms and conditions applicable to the |
452 | procurement, including the criteria, which must include, but |
453 | need not be limited to, price, to be used in determining |
454 | acceptability of the proposal. The relative importance of price |
455 | and other evaluation criteria must shall be indicated. If the |
456 | agency contemplates renewal of the contract, that fact must be |
457 | stated in the request for proposals. The proposal must include |
458 | the price for each year for which the contract may be renewed. |
459 | Evaluation of proposals must shall include consideration of the |
460 | total cost for each year as submitted by the lessor. |
461 | b. The contract shall be awarded to the responsible and |
462 | responsive lessor whose proposal is determined in writing to be |
463 | the most advantageous to the state, taking into consideration |
464 | the price and the other criteria set forth in the request for |
465 | proposals. The contract file must contain documentation |
466 | supporting the basis on which the award is made. |
467 | 3.a. If the agency determines in writing that the use of |
468 | an invitation to bid or a request for proposals will not result |
469 | in the best leasing value to the state, the agency may procure |
470 | leased space by competitive sealed replies. The agency's written |
471 | determination must specify reasons that explain why negotiation |
472 | may be necessary in order for the state to achieve the best |
473 | leasing value and must be approved in writing by the agency head |
474 | or his or her designee before prior to the advertisement of an |
475 | invitation to negotiate. Cost savings related to the agency |
476 | procurement process are not sufficient justification for using |
477 | an invitation to negotiate. An invitation to negotiate shall be |
478 | made available to all lessors simultaneously and must include a |
479 | statement of the space sought; the time and date for the receipt |
480 | of replies and of the public opening; and all terms and |
481 | conditions applicable to the procurement, including the criteria |
482 | to be used in determining the acceptability of the reply. If the |
483 | agency contemplates renewal of the contract, that fact must be |
484 | stated in the invitation to negotiate. The reply must include |
485 | the price for each year for which the contract may be renewed. |
486 | b. The agency shall evaluate and rank responsive replies |
487 | against all evaluation criteria set forth in the invitation to |
488 | negotiate and shall select, based on the ranking, one or more |
489 | lessors with which to commence negotiations. After negotiations |
490 | are conducted, the agency shall award the contract to the |
491 | responsible and responsive lessor who that the agency determines |
492 | will provide the best leasing value to the state. The contract |
493 | file must contain a short, plain statement that explains the |
494 | basis for lessor selection and sets forth the lessor's |
495 | deliverables and price pursuant to the contract, and an |
496 | explanation of how these deliverables and price provide the best |
497 | leasing value to the state. |
498 | (b) The department of Management Services shall have the |
499 | authority to approve a lease for 2,000 5,000 square feet or more |
500 | of space which that covers more than 1 fiscal year, subject to |
501 | the provisions of ss. 216.311, 255.2501, 255.2502, and 255.2503, |
502 | if such lease is, in the judgment of the department, in the best |
503 | interests of the state. In determining best interest, the |
504 | department shall consider availability of state-owned space and |
505 | analyses of build-to-suit and acquisition opportunities. This |
506 | paragraph does not apply to buildings or facilities of any size |
507 | leased for the purpose of providing care and living space for |
508 | persons. |
509 | (c) The department may approve extensions of an existing |
510 | lease of 2,000 5,000 square feet or more of space if such |
511 | extensions are determined to be in the best interests of the |
512 | state; however, but in no case shall the total of such |
513 | extensions may not exceed 11 months. If at the end of the 11th |
514 | month an agency still needs that space, it shall be procured by |
515 | competitive bid in accordance with s. 255.249(10)(b) |
516 | 255.249(4)(b). However, an agency that determines that it is in |
517 | its best interest to remain in the space it currently occupies |
518 | may negotiate a replacement lease with the lessor if an |
519 | independent comparative market analysis demonstrates that the |
520 | rates offered are within market rates for the space and the cost |
521 | of the new lease does not exceed the cost of a comparable lease |
522 | plus documented moving costs. A present-value analysis and the |
523 | consumer price index shall be used in the calculation of lease |
524 | costs. The term of the replacement lease may not exceed the base |
525 | term of the expiring lease. |
526 | (d) Any person who files an action protesting a decision |
527 | or intended decision pertaining to a competitive solicitation |
528 | for space to be leased by the agency pursuant to s. 120.57(3)(b) |
529 | shall post with the state agency at the time of filing the |
530 | formal written protest a bond payable to the agency in an amount |
531 | equal to 1 percent of the estimated total rental of the basic |
532 | lease period or $5,000, whichever is greater, which bond is |
533 | shall be conditioned on upon the payment of all costs that may |
534 | be adjudged against him or her in the administrative hearing in |
535 | which the action is brought and in any subsequent appellate |
536 | court proceeding. If the agency prevails after completion of the |
537 | administrative hearing process and any appellate court |
538 | proceedings, it shall recover all costs and charges, which shall |
539 | be included in the final order or judgment, excluding attorney |
540 | attorney's fees. Upon payment of such costs and charges by the |
541 | person protesting the award, the bond shall be returned to him |
542 | or her. If the person protesting the award prevails, the bond |
543 | shall be returned to that person and he or she shall recover |
544 | from the agency all costs and charges, which must shall be |
545 | included in the final order of judgment, excluding attorney |
546 | attorney's fees. |
547 | (e) The agency and the lessor, when entering into a lease |
548 | for 2,000 5,000 or more square feet of a privately owned |
549 | building, shall, before the effective date of the lease, agree |
550 | upon and separately state the cost of tenant improvements which |
551 | may qualify for reimbursement if the lease is terminated before |
552 | the expiration of its base term. The department shall serve as |
553 | mediator if the agency and the lessor are unable to agree. The |
554 | amount agreed upon and stated shall, if appropriated, be |
555 | amortized over the original base term of the lease on a |
556 | straight-line basis. |
557 | (f) The unamortized portion of tenant improvements, if |
558 | appropriated, shall be paid in equal monthly installments over |
559 | the remaining term of the lease. If any portion of the original |
560 | leased premises is occupied after termination but during the |
561 | original term by a tenant who that does not require material |
562 | changes to the premises, the repayment of the cost of tenant |
563 | improvements applicable to the occupied but unchanged portion |
564 | shall be abated during occupancy. The portion of the repayment |
565 | to be abated must shall be based on the ratio of leased space to |
566 | unleased space. |
567 | (g) Notwithstanding s. 287.056(1), a state agency shall |
568 | may, at the sole discretion of the agency head or his or her |
569 | designee, use the services of a tenant broker to assist with a |
570 | lease action a competitive solicitation undertaken by the |
571 | agency. If using In making its determination whether to use a |
572 | tenant broker, a state agency shall consult with the department. |
573 | A state agency may not use the services of a tenant broker |
574 | unless the tenant broker is under a term contract with the state |
575 | which complies with paragraph (h). If a state agency uses the |
576 | services of a tenant broker with respect to a transaction, the |
577 | agency may not enter into a lease with a any landlord for whom |
578 | to which the tenant broker is providing brokerage services for |
579 | that transaction. |
580 | (h) The Department of Management Services may, Pursuant to |
581 | s. 287.042(2)(a), the department shall procure a term contracts |
582 | contract for tenant broker real estate consulting and brokerage |
583 | services. A state agency may not purchase services from the |
584 | contract unless the contract has been procured under s. |
585 | 287.057(1) after March 1, 2007, and contains the following |
586 | provisions or requirements: |
587 | 1. Awarded tenant brokers must maintain an office or |
588 | presence in the market served. In awarding the contract, |
589 | preference must be given to brokers who that are licensed in |
590 | this state under chapter 475 and who that have 3 or more years |
591 | of experience in the market served. The contract may be made |
592 | with up to three tenant brokers in order to serve the |
593 | marketplace in the north, central, and south areas of the state. |
594 | 2. Each contracted tenant broker shall work under the |
595 | direction, supervision, and authority of the state agency, |
596 | subject to the rules governing lease procurements. |
597 | 3. The department shall provide training for the awarded |
598 | tenant brokers concerning the rules governing the procurement of |
599 | leases. |
600 | 4. Tenant brokers must comply with all applicable |
601 | provisions of s. 475.278. |
602 | 5. Real estate consultants and tenant brokers shall be |
603 | compensated by the state agency, subject to the provisions of |
604 | the term contract, and such compensation is subject to |
605 | appropriation by the Legislature. A real estate consultant or |
606 | tenant broker may not receive compensation directly from a |
607 | lessor for services that are rendered under the term contract. |
608 | Moneys paid by a lessor to the state agency under a facility |
609 | leasing arrangement are not subject to the charges imposed under |
610 | s. 215.20. All terms relating to the compensation of the real |
611 | estate consultant or tenant broker must shall be specified in |
612 | the term contract and may not be supplemented or modified by the |
613 | state agency using the contract. |
614 | 6. The department shall conduct periodic customer- |
615 | satisfaction surveys. |
616 | 7. Each state agency shall report the following |
617 | information to the department: |
618 | a. The number of leases that adhere to the goal of the |
619 | workspace-management initiative of 180 square feet per full-time |
620 | employee FTE. |
621 | b. The quality of space leased and the adequacy of tenant- |
622 | improvement funds. |
623 | c. The timeliness of lease procurement, measured from the |
624 | date of the agency's request to the finalization of the lease. |
625 | d. Whether cost-benefit analyses were performed before |
626 | execution of the lease in order to ensure that the lease is in |
627 | the best interest of the state. |
628 | e. The lease costs compared to market rates for similar |
629 | types and classifications of space according to the official |
630 | classifications of the Building Owners and Managers Association. |
631 | (4)(a) The department may shall not authorize any state |
632 | agency to enter into a lease agreement for space in a privately |
633 | owned building if when suitable space is available in a state- |
634 | owned building located in the same geographic region, except |
635 | upon presentation to the department of sufficient written |
636 | justification, acceptable to the department, that a separate |
637 | space is required in order to fulfill the statutory duties of |
638 | the agency making the such request. The term "state-owned |
639 | building" as used in this subsection means any state-owned |
640 | facility regardless of use or control. |
641 | (b) State agencies shall cooperate with local governmental |
642 | units by using suitable, existing publicly owned facilities, |
643 | subject to the provisions of ss. 255.2501, 255.2502, and |
644 | 255.2503. Agencies may use utilize unexpended funds appropriated |
645 | for lease payments to: |
646 | 1. Pay their proportion of operating costs. |
647 | 2. Renovate applicable spaces. |
648 | (c) Because the state has a substantial financial |
649 | investment in state-owned buildings, it is legislative policy |
650 | and intent that if when state-owned buildings meet the needs of |
651 | state agencies, agencies must fully use such buildings before |
652 | leasing privately owned buildings. By September 15, 2006, the |
653 | department of Management Services shall create a 5-year plan for |
654 | implementing this policy. The department shall update this plan |
655 | annually, detailing proposed departmental actions to meet the |
656 | plan's goals, and include shall furnish this plan annually as |
657 | part of the master leasing report. |
658 | (5) Before construction or renovation of any state-owned |
659 | building or state-leased space is commenced, the department of |
660 | Management Services shall ascertain, through the by submission |
661 | of proposed plans to the Division of State Fire Marshal for |
662 | review, that the proposed construction or renovation plan |
663 | complies with the uniform firesafety standards required by the |
664 | division of State Fire Marshal. The review of construction or |
665 | renovation plans for state-leased space must shall be completed |
666 | within 10 calendar days after of receipt of the plans by the |
667 | division of State Fire Marshal. The review of construction or |
668 | renovation plans for a state-owned building must shall be |
669 | completed within 30 calendar days after of receipt of the plans |
670 | by the division of State Fire Marshal. The responsibility for |
671 | submission and retrieval of the plans may called for in this |
672 | subsection shall not be imposed on the design architect or |
673 | engineer, but is shall be the responsibility of the two |
674 | agencies. If Whenever the Division of State Fire Marshal |
675 | determines that a construction or renovation plan is not in |
676 | compliance with such uniform firesafety standards, the division |
677 | of State Fire Marshal may issue an order to cease all |
678 | construction or renovation activities until compliance is |
679 | obtained, except those activities required to achieve such |
680 | compliance. The lessor shall provide the department with |
681 | documentation that the facility meets all requirements of |
682 | department of Management Services shall withhold approval of any |
683 | proposed lease until the construction or renovation plan |
684 | complies with the uniform firesafety standards of the Division |
685 | of State Fire Marshal. The cost of all modifications or |
686 | renovations made for the purpose of bringing leased property |
687 | into compliance with the uniform firesafety standards shall be |
688 | borne by the lessor. |
689 | (6) Before construction or substantial improvement of any |
690 | state-owned building is commenced, the department of Management |
691 | Services must ascertain that the proposed construction or |
692 | substantial improvement complies with the flood plain management |
693 | criteria for mitigation of flood hazards, as prescribed in the |
694 | October 1, 1986, rules and regulations of the Federal Emergency |
695 | Management Agency, and the department shall monitor the project |
696 | to assure compliance with the criteria. In accordance with |
697 | chapter 120, The department of Management Services shall adopt |
698 | any rules necessary for ensuring rules to ensure that all such |
699 | proposed state construction and substantial improvement of state |
700 | buildings in designated flood-prone areas complies with the |
701 | flood plain management criteria. If Whenever the department |
702 | determines that a construction or substantial improvement |
703 | project is not in compliance with the established flood plain |
704 | management criteria, the department may issue an order to cease |
705 | all construction or improvement activities until compliance is |
706 | obtained, except those activities required to achieve such |
707 | compliance. |
708 | (7) This section does not apply to any lease having a term |
709 | of less than 120 consecutive days for the purpose of securing |
710 | the one-time special use of the leased property, or for. This |
711 | section does not apply to any lease for nominal or no |
712 | consideration. |
713 | (8) An agency may not enter into more than one lease for |
714 | space in the same privately owned facility or complex within any |
715 | 12-month period except upon competitive solicitation. |
716 | (9) Specialized educational facilities, excluding |
717 | classrooms, are shall be exempt from the competitive bid |
718 | requirements for leasing pursuant to this section if the |
719 | executive head of a any state agency certifies in writing that |
720 | the said facility is available from a single source and that the |
721 | competitive bid requirements would be detrimental to the state. |
722 | Such certification must shall include documentation of evidence |
723 | of steps taken to determine sole-source status. |
724 | (10) The department of Management Services may approve |
725 | emergency acquisition of space without competitive bids if |
726 | existing state-owned or state-leased space is destroyed or |
727 | rendered uninhabitable by an act of God, fire, malicious |
728 | destruction, or structural failure, or by legal action, if the |
729 | chief administrator of the state agency or the chief |
730 | administrator's designated representative certifies in writing |
731 | that no other agency-controlled space is available to meet this |
732 | emergency need; however, but in no case shall the lease for such |
733 | space may not exceed 11 months. If the lessor elects not to |
734 | replace or renovate the destroyed or uninhabitable facility, the |
735 | agency shall procure the needed space by competitive bid in |
736 | accordance with s. 255.249(10)(b) 255.249(4)(b). If the lessor |
737 | elects to replace or renovate the destroyed or uninhabitable |
738 | facility and the construction or renovations will not be |
739 | complete at the end of the 11-month lease, the agency may modify |
740 | the lease to extend it on a month-to-month basis for up to an |
741 | additional 6 months to allow completion of such construction or |
742 | renovations. |
743 | (11) In any leasing of space which that is accomplished |
744 | without competition, the individuals taking part in the |
745 | development or selection of criteria for evaluation, in the |
746 | evaluation, and in the award processes must shall attest in |
747 | writing that they are independent of, and have no conflict of |
748 | interest in, the entities evaluated and selected. |
749 | Section 5. Paragraph (m) of subsection (3) of section |
750 | 110.171, Florida Statutes, is amended to read: |
751 | 110.171 State employee telecommuting program.- |
752 | (3) By September 30, 2009, each state agency shall |
753 | identify and maintain a current listing of the job |
754 | classifications and positions that the agency considers |
755 | appropriate for telecommuting. Agencies that adopt a state |
756 | employee telecommuting program must: |
757 | (m) Provide measurable financial benefits associated with |
758 | reduced office space requirements, reductions in energy |
759 | consumption, and reductions in associated emissions of |
760 | greenhouse gases resulting from telecommuting. State agencies |
761 | operating in office space owned or managed by the department |
762 | shall consult the facilities program to ensure its consistency |
763 | with the strategic leasing plan required under s. 255.249(7) |
764 | 255.249(3)(b). |
765 | Section 6. Paragraph (b) of subsection (15) of section |
766 | 985.682, Florida Statutes, is amended to read: |
767 | 985.682 Siting of facilities; study; criteria.- |
768 | (15) |
769 | (b) Notwithstanding ss. 255.25(1)(a) 255.25(1)(b) and |
770 | 255.25001(2), the department may enter into lease-purchase |
771 | agreements to provide juvenile justice facilities for the |
772 | housing of committed youths contingent upon available funds. The |
773 | facilities provided through such agreements must shall meet the |
774 | program plan and specifications of the department. The |
775 | department may enter into such lease agreements with private |
776 | corporations and other governmental entities. However, |
777 | notwithstanding the provisions of s. 255.25(3)(a), a no such |
778 | lease agreement may not be entered into except upon |
779 | advertisement for the receipt of competitive bids and award to |
780 | the lowest and best bidder except when contracting with other |
781 | governmental entities. |
782 | Section 7. This act shall take effect July 1, 2012. |