Craig J. Nichols, Secretary Tenant Broker Training June 5-6, 2014.
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Transcript of Craig J. Nichols, Secretary Tenant Broker Training June 5-6, 2014.
Craig J. Nichols, Secretary
Tenant Broker Training
June 5-6, 2014
Table of Contents Agenda1) Introductions2) REDM Division
Director3) Leasing Background4) Strategic Planning5) Hiring a Broker6) Approval Process7) Lease Procurement8) Lease Modification 9) Special Procurement 10) Lease Prior Approval 11) Lease Final Approval 12) Space Planning13) Paid Parking Program 14) Reporting15) Questions
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents
Section 1
REDM Division Director
Tom Berger
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents REDM Overview
Division of Real Estate Development and Management (REDM) provides oversight and consulting services to 20 governmental agencies:
• 13,000 structures• 64,000,000 square feet owned• $380,000,000 operating budget• $125,000,000 construction budget• 6.7 million square feet leased• $225,000,000 lease annual rent
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Where we are!Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents REDM Overview
• Leasing/Occupancy Management ($225 Million)o Leasing, Parking, Space Planning, CAD Design
• Facility Management ($380 Million)o Operations, Maintenance, Energy Conservation,
Capital Planning, Safety, ADA Compliance, Regulatory Compliance, Indoor Air Quality
• Construction Project Management ($125 Million)o New Construction, Capital Projects, Tenant Build Out
• Strategic Planningo 5 Year Planning Horizon – Build/Buy/Lease
Projections
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents
The Usual Suspects• Office Space• Parking Structures• Warehouse/storage
Non-Traditional• Fire Towers• Horse Barns• Possum Pens
Historic Structures• Historic Capitol• Governor’s Mansion • Museums
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Specialty Use Space• Crime Laboratories• Evidence Rooms• State Vault• Food Service• Aircraft Hangers• Medical Care Facilities• Prisons• State Fire College• Residential Confinement• State Parks• Fleet Maintenance
Facilities
Portfolio Diversity
Table of Contents
Section # 2
Leasing Background
Beth Sparkman
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Who are the agencies?
• There are 26 State Agencies, as well as numerous Boards and Commissions.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Regional Map
Table of Contents
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
DMS Website
Leasing Liaisons
• List of Agency Liaisons• Adversely Affected Landlords
• Tenant Broker Contracts
Leasing Workshops • Workshop Materials
Leasing Forms• Forms
Parking Services• Paid Parking
Table of Contents What does it mean?Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Abbreviation Definition
CA Commission Agreement
CAA Client Agency Agreement – contract between DMS and agencies for construction servicesDMS Department of Management ServicesFM State Fire Marshal – housed in the Department of Financial Services FACT Facilities Accountability Communication Tool – database REDM uses for leasesFACTS Florida Accountability Contract Tracking System – database that the Department of Financial
Services uses to track agency contracts
FFP Florida Facilities Pool – buildings that were funded with state bond funds controlled by DMS
FTE Full Time Equivalent – means an agency’s authorized positionITB Invitation to Bid – procurement methodITN Invitation to Negotiate – procurement methodOPB Office of Planning and Budgeting – in the Executive Office of the Governor – approves agencies’
spending
PO Purchase Order – procurement methodQSP Quote Submittal Package – procurement methodREDM Real Estate Development and Management – a division within DMSRFP Request for Proposal – procurement method RSN Request for Space Need – formal request from agencies to procure spaceSAW Space Allocation Worksheet – a DMS form used to designate office spacesSF Square Footage – unit of measurement for leasesSOLARIS State Owned Lands and Records Information System – database owned by the Department of
Environmental Protection for tracking land and buildings
TAW Tenant at Will – occupying a location without a written leaseTB Tenant Broker – firms authorized to represent the StateTI Tenant Improvement – office modifications needed to meet the state’s needs. VBS Vendor Bid System – a DMS web site used to advertise bids and awards.
Table of ContentsFACT
DMS-owned database that tracks:
• Private leases• Public leases • Government leases• Paid parking• Work order system• Fixed Capital Outlay• Construction projects • Preventive maintenance
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents SOLARIS
• Florida Department of Environmental Protection (DEP)-managed database.
• Tracks data related to land, facilities, and leases.
• Receives nightly uploads from the FACT server.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of ContentsSOLARIS (cont.)
• Land Inventory: o A populated and reconciled current state land
inventory that enables DSL to produce reports and maps on all state lands that are owned, leased, or otherwise occupied.
• Facilities Inventory: o A populated current facility inventory on all
state facilities that are owned, rented, leased, or otherwise occupied or maintained.
• Public Land Inventory: o A populated current public land inventory that
can be used to reconcile the land inventory.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents SOLARIS (cont.)
• Data Warehouse: o Agencies need to have a complete inventory of
what the state owns, leases, or rents to improve efficiency in occupancy and use and to avoid building or buying in areas where there may be space or land available.
• Access / Data Extraction: o Each agency should be able to log into the FL-
SOLARIS system and extract land / facility information.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Chapter 255 Florida Statutes Governs Leasing
• 119.071 Public Records Floor Plans
• 120.57 Agency Decisions
• 255.042 Shelter in Public Buildings
• 255.043 Art in Public Buildings
• 255.248 Leasing Definitions
• 255.249 DMS Responsibilities
• 255.25 Prior Approval
• 255.254 Energy Life Cycle Costs
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Chapter 60H,
Florida Administrative Code
• In 1838 the Department of State was created as keeper of the laws of Florida.
• Florida Administrative Code is the official compilation of rules for the State of Florida.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Florida Administrative Code
Per Chapter 120, Florida Statutes … a rule …. is an agency’s statement of general applicability that implements, interprets or prescribes….the procedure of the statute.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Section 3
Strategic Planning
Arlisha Roberts
Inman Hartsfield
Sue Early
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
21
Table of Contents Strategic Planning
Annual Data Gathering:
• Spearheads the annual data gathering
process related to state-owned and
leased facilities for state agencies, Florida
colleges, state universities and water
management districts
• Interfaces with assigned Tenant Broker to
collect private market and trend data
required for annual reporting
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
22
Table of Contents
Due Date What to Submit How To Submit
Contact Person
Friday,May 30, 2014
Completed Agency Leased Inventory Overview Spreadsheet (template provided by DMS)Indication of any leased facility that is suitable as potential emergency shelter
Via email to Philip Cobb at: [email protected]
Strategic Planning Staff
Friday,May 30, 2014
Any agency-owned facility that may be used as potential emergency shelter
FL-SOLARIS FITS Application (flag)
Agency FL-SOLARIS FITS Account Manager
Monday, June 30, 2014
Agency Owned and Leased Portfolio Management Plan
Via email to Philip Cobb at: [email protected]
Strategic Planning Staff
Monday, June 30, 2014
Updated owned facility data, including recording any new facilities
FL-SOLARIS FITS Application
Agency FL-SOLARIS FITS Account Manager
Monday, June 30, 2014
Identification of any owned facility considered a disposition candidate
FL-SOLARIS FITS Application (flag)
Agency FL-SOLARIS FITS Account Manager
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
2014 Annual Data Gathering Expectations
23
Table of Contents Strategic Planning
Reporting and Production:
• Prepares and publishes statutorily
required annual reports (due October 1): o Master Leasing Report and Five-Year
Strategic Leasing Plan
o State Facilities Inventory and Disposition
Report
• Assists with lease cost savings and
monthly operational reporting
• Produces mapping products of all state-
owned and leased facilities
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
24
Table of Contents Strategic Planning
FL-SOLARIS/FITS Oversight:
• Participates in the oversight and operation of FL-SOLARIS/FITS, an inventory of all state-owned and leased facilities
• Provides oversight of contracts for enhancements to FL-SOLARIS/FITS
• Keeps FL-SOLARIS/FITS up to date with respect to DMS facilities
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
25
Table of Contents Strategic Planning
Backfill/Redevelopment Strategies:
• Develops recommendations and coordinates
implementation of strategies for backfilling
vacant space within Florida Facilities Pool
(FFP) facilities.
• Provides buy/build/lease analysis to evaluate
opportunities and make recommendations for
cost savings and/or increased efficiencies.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents 2013 Backfill Strategies
• The 2013 Five-Year Strategic Leasing Plan identified several FFP buildings with higher vacancies to “backfill.”
• DMS received $4,155,693 to reconfigure and backfill space to meet agency needs: o Hurston – DOR, DEA, DFS + ADA work in restroomo Peterson – DCF + ADA work in restroomso D’Alessandro – DEA + ADA work in restroomso Trammell – DOH, DOC, PSC + ADA work in restrooms
• The revised reconfiguration/backfill plan is projected to generate $558,017 in recurring (annualized) savings and $867,435 in annual revenue to the FFP.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
27
Table of Contents Snapshot of 2013 Reconfiguration/Backfill Plan
Source: Excerpt from September 15, 2013, Legislative Budget Commission Revised
Backfill Plan. Numbers are subject to change and have not been updated.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
RecommendedCurrent
SFProposed
SFSF
ImpactConstruction
Estimate TotalRecurring Savings
(Annualized)FFP Increased Revenue
(Annualized)Lease Cost Avoidance
Furniture Estimate
Move Estimate
Hurston (Orlando) - DOR 20,798 21,242 444 1,611,579 (231,133) 364,938 (115,567) 207,500 11,200Hurston (Orlando) - DEA 4,511 4,756 245 101,267 (4,362) 81,708 0 0 2,800Peterson (Lakeland) - DCF 34,165 26,209 (7,956) 850,227 (213,678) 188,035 (79,497) 0 19,000D'Alessandro (Ft. Myers) - DEA 4,170 4,389 219 54,814 (16,045) 75,403 (20,226) 59,500 1,800D'Alessandro (Ft. Myers) - ADA Restrooms 187,875Trammell (Tampa) - DOH 5,513 4,779 (734) 315,755 (14,827) 79,526 444 63,000 1,800Trammell (Tampa) - DOC 25,005 22,558 (2,447) 450,900 (57,542) 29,945 (14,386) 147,000 0Trammell (Tampa) - PSC 2,787 2,787 0 174,536 (20,429) 47,881 (53,682) 52,500 1,500Trammell (Tampa) - ADA Restrooms 325,650DBC Fee 83,089
TOTAL - ALL 96,949 86,720 (10,229) 4,155,693 (558,017) 867,435 (282,913) 529,500 38,100
BREAK-EVEN POINT:Construction Estimate Total 4,155,693Furniture Estimate 529,500Move Estimate 38,100COST TOTAL 4,723,293
Recurring Savings (Annualized) 558,017FFP Increased Revenue (Annualized) 867,435SAVINGS/REVENUE TOTAL 1,425,452
Break-Even Point (Cost / Savings-Revenue) 3.3 years
DMS Reconfiguration Summary Agency LBR Issue
Table of Contents
Section 4
Hiring a Broker
Beth Sparkman
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Hiring a Tenant Broker
Required by Paragraph 255.25.(3)(a) Florida Statutes
• All actions on leases of 2,000+ SF require the use of a Tenant Broker.
• Agencies choose a Tenant Broker and indicate their choice on the RSN.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Hiring a Tenant Broker
• Upon DMS approval of the RSN agencies are required to issue a purchase order to the Tenant Broker. PO shall contain:
o Engagement Check ListOR
o Detailed Scope of Work
• Engagement Check List or Scope of Work will indicate what documents the agency wants the Tenant Broker to complete and due dates for each step in the process.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Hiring a Tenant Broker
• Tenant Broker will ensure that the Lessor and Agency execute the Commission Agreement.
• Commission rates may be negotiated, but cannot exceed the rates established in the contract.
• DMS Commission Agreement should not be altered.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of ContentsHiring a Tenant Broker
Commission payment schedules:
(These cannot be modified)
New Leases• 50% on date the lease is signed.
• 50% at time of move-in.
Lease Modifications• 100% at lease signature date
Stay in Place Leases• 100% at lease signature date
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Paying the Commission
• Lessor sends the commission payment(s) to the agency.
• Agency deposits the check, and amends the purchase order to the correct commission amount.
• Tenant Broker invoices the agency.
• Agency requests spending authority from the Office of Planning and Budgeting.
• Agency pays the Tenant Broker.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Failure to Pay the Commission
• Tenant Broker works with the agency to enforce the commission payment.
• If requested DMS can intervene.
• Agency can withhold rent and use funds to pay the commission.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Credit Hours
• DMS earns credit hours for every transaction managed by the Tenant Broker.
• Credit hours are used as a payment for services rendered under the contract.
• Agencies may request from DMS the use of these credit hours.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Credit Hours
Credit hours can be used for:• commission payments,• portfolio strategy services,• real estate consultation.
To use credit hours agencies should provide a statement of work and request the Tenant Broker to provide a quote.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Credit Hours
• Agencies complete the credit hour request form and submit it to DMS for approval.
• The most common use of credit hours is to offset the commission for lessors that cannot or will not pay.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents
SECTION #5
Starting the Approval Process
Becky George
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Request for Space Need (RSN)
• No agency may proceed with procurement, negotiation or execution of a lease action unless an RSN has been approved by DMS (Rule 60H-1.002, F.A.C.)
• Agencies submit an RSN online requesting their desired lease action.
• We can work with an agency to grant Conditional Approval so they can explore options and find out what is in the best interest of the state.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents RSN (cont.)• Once an agency has determined their
direction they may request a revised RSN via email.
• Agencies cannot conduct negotiations of any kind without an approved RSN.
• Tenant brokers should NEVER perform any work without an approved RSN.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents RSN Details
• Agencies submit RSN.
• Agencies submit SAW (for new procurements and request to modify space) o If increasing FTE, agency must provide documentation
indicating where the FTE’s are coming from, or provide proviso language when adding new FTE’s.
• Agencies submit acknowledgement that there is no suitable vacant State or Agency-Owned Space.
• Agencies and Broker check Adversely Affected
Lessor/Excess Space (located at www.dms.myflorida.com )o If Adversely Affected space is available, the agency must justify
why space will not work.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of ContentsRSN Details
• Ensure that the RSN request matches the agency’s Annual Data Gathering Plan.
• If agencies are unsure of their need, they should submit an RSN indicating what they think they would like to do with permission to engage the Tenant Broker. We will then grant Conditional RSN Approval.
• When the final need is determined, the agency can revise their RSN request via email.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Space Allocation Worksheet
• Required at the RSN stage.
• Documents the agency’s space needs and total FTE count.
• Page 1, per Rule 60H-2.002, F.A.C., is required to be at or below 180/SF per FTE.
• DMS compares prior SAW to currently submitted SAWs for consistency.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Agency Review Checklists
• DMS has prepared Agency Review Checklists to better assist our customers.
• They are available on our website under Pre-Approved Lease Forms.
• There is a tab for each applicable lease type, which specifies the requirement for each phase.
• We encourage everyone to use them, including Tenant Brokers.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Agency Review ChecklistsIntroductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents
SECTION #6
Procurement
Beth Sparkman
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Types of Procurements
QSP – Quote Submittal Package
ITB– Invitation To Bid
RFP – Request For Proposals
ITN – Invitation To Negotiate
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents New Leases Less Than
5,000 Square Feet
Process Steps:
• Submit a Request for Space Need (RSN).
• Issue a Purchase Order with Scope of Work.
• Tenant Broker hired by the agency.
• Prior Approval from DMS.
• Final Approval from DMS.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Advertising
• Leases for 5,000 square feet or more must be advertised (paragraph 255.25(3)(a), Florida Statutes)
• Most agencies advertise on the Florida Vendor Bid System.
-Vendor Bid System
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents QSP – Quote Submittal Package
Is a quoting process used for leases less than 5,000 square feet and must contain:
• Physical address,• Landlord name/address,• Net rentable square feet,• Rate per year,• Term in years,• Tenant improvements offered,• Energy Star compliance
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents QSP – Quote Submittal Package
• Agencies can create their own QSP packages with additional requirements if desired.
• Requires at least 3 documented quotes.
• There is a sample Quote Request Form (FM 4098) on our website, which can be used.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents ITB– Invitation To Bid
Is used when the agency is capable of specifically defining their needs and must:
• Be released to all vendors simultaneously,
• Contain all the contractual terms and conditions,
• Contain criteria for acceptability of the bid,
• Consider renewal options, • Cannot contain criteria not in the bid.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents ITB– Invitation To Bid
• Bids over 5,000 sf must be advertised.
• Must be awarded to the responsible and responsive vendor who submits the lowest responsive bid.
• Contract shall be awarded by written notice to the responsible and responsive lessor.
• No negotiation occurs with this type of
procurement.
• Good for warehouse and hangar bids.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents RFP – Request For Proposal
Is used when agencies can specify their needs but when the end result is uncertain and must:
• Be released to all vendors simultaneously,• Contain all the contractual terms and
conditions,• The importance of all items including price
shall be weighted, • Contain criteria for acceptability of the
proposals,• Renewal options if contemplated.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents RFP – Request For Proposal
• Bids over 5,000 sf must be advertised.
• Deliverables are given weighted points and contract must be awarded to the vendor with the most points.
• Only minimal negotiation is allowed and only with the winning vendor.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents ITN – Invitation To Negotiate
Is used when agency determines the best specific end goal and multiple vendors can provide the solution and must:
• be released to all vendors simultaneously,• contain all the contractual terms and
conditions,• weigh the importance of all items, including
price,• contain criteria for acceptability of the
proposals,• consider renewal options.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents ITN – Invitation To Negotiate
The agency shall:
• evaluate and rank responsible replies against all evaluation criteria,
and
• select based on the ranking of one or more lessors with which to commence negotiations.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents ITN – Invitation To Negotiate
• Is used when agency determines the best specific end goal and multiple vendors can provide the solution.
• Agencies identify the criteria for determining the acceptability of the responses and specify how vendors will be selected for negotiation.
• Agencies can negotiate with one or more concurrently or serially as needed and identified in the bid.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Bidders Conferences
• Agencies may conduct either mandatory or non-mandatory bidders conference to clarify specifications and answer questions.
• They can be attended in person or via conference call.
• These are helpful for lessors to become comfortable with the process and to understand the requirements.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Awarding Procurements
QSP – choose and document the vendor that meets the agency’s needs and award.
ITB, RFP and ITN – choose and document the vendor that meets the criteria. Awards must be officially posted. Most agencies post their notice in the Vendor Bid System.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Paragraph 120.057(3)(a) Florida Statutes
The agency shall provide notice of a decision or intended decision concerning a solicitation, contract award…by electronic posting.
This notice shall contain the following statement: “Failure to file a protest within the time prescribed in section 120.57(3), Florida Statutes, or failure to post the bond or other security required by law within the time allowed for filing a bond shall constitute a waiver of proceedings under chapter 120, Florida Statutes.”
Most agencies post their award decision on the Vendor Bid System.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Notice of Protest
• Lessors have the right to file a formal protest of the award decision.
• Protests stop all procurement activity and can delay the action for up to 6 months or more.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of ContentsCost of Tenant Improvements
• For leases over 5,000 sf the cost of tenant improvements MAY qualify for reimbursement.
• Lessor must provide a detailed outline of all costs.
• Reimbursement cannot be made for capital improvements.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of ContentsCost of Tenant Improvements
Paragraph 255.25 (3)(f), Florida Statutes
If appropriated, the unamortized portion of tenant improvements, shall be paid in equal monthly installments over the remaining term of the lease.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of ContentsGovernment in the
Sunshine
Chapter 119, Florida Statutes
Every agency (and their representatives) that has custody of a public record shall permit the record to be inspected and copied by any person desiring to do so, at any reasonable time, under reasonable conditions, and under supervision by the custodian of the public records.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Government in the Sunshine (cont.)
“Public records” means all documents, papers, letters, maps, books, tapes, photographs, films, sound recordings, data processing software, or other material, regardless of the physical form, characteristics, or means of transmission, made or received pursuant to law or ordinance or in connection with the transaction of official business by any agency.
Be prepared for an inspection of your files – either a direct request from an agency – or as it relates to a post or pre audit.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents
Section #7
Lease Modifications
Susan Sparks
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents When to Request a Modification
• Lease renewal
• Lease extension
• Restructure the rental rate
• Change square feet (increase or decrease)
• Change in the lease terms (adding or
extracting lease terms; change in premise
description; change in renewal terms, etc.)
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Modifying Existing Space
• Modifications to an existing lease over 5,000 SFoAn agency cannot extend the lease
term without renewal options. o11 Month Extension (one time use)oAn agency can only increase by 4,999
SF within any 12-month period.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Modifying Existing Space
• If an agency has exercised their remaining renewals, they may enter into a Replacement Lease (SIP) not to exceed the original base term of the current lease.
• To initiate a modification agencies go through the RSN approval process.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents
Section 8
Special Procurements
Casey Naylor
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Stay-in-Place Lease
(SIP) – Paragraph 255.25 (3)(c), Florida Statutes
• Leasing Memorandum No. 02 (13-14) covers what is required to justify if a SIP is in the state’s best interest.
• Term of the replacement lease may not exceed the base term of the expiring lease.
• DFS, DACS & DLA are exempt from the Memorandum; however, an IMA must demonstrate that the rates are within market.
• They are treated as a new lease (Fire Marshal, Disclosure, etc.)
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents
Emergency Leases
-Subsection 255.25 (10), Florida Statutes
Emergency leases are space approved without a competitive bid that meets the following criteria:
• destroyed or rendered uninhabitable by an act of God, fire, malicious destruction, or structural failure, or by legal action,
OR
• the agency head certifies in writing that there is an immediate danger to the public health, safety, or welfare.
The lease may not exceed 11 months.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of ContentsTenant At Will
• TAW occurs when agencies occupy a location without a lease.
• Failure to re-procure a lease in a timely manner does not constitute an emergency lease.
• Holding over can be subject to possible double rent (Subsection 83.06 (1), Florida Statutes)
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Nominal Lease
• All leases for nominal or no consideration (less than $1.00 per year) must be filed with DMS 90 days before the start date of the lease.
• Agencies must do an RSN for these leases.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Casual Lease
-Subsection 255.25 (7), Florida Statutes
Is a lease having a term of less than 120 consecutive days for the purpose of securing a one-time special use of the leased property.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Exempt LeasesLeases for the purpose of providing care and living space for persons and certain
specialized educational facilities.
Government to government leases.
Not for Profit LeasesAre not exempt from the bidding
process, and are not exempt from utilizing Tenant Brokers.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Adversely Affected
• When a lease is cancelled before its expiration, DMS will make a reasonable effort to place another state agency in the space.
• An agency may lease the space that was subject to a cancellation for a period of time equal to the remainder of the base term without competitive solicitation.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Hangar Leases
• Can be difficult to obtain three quotes.
• Ownership can be complex.
• Agencies have been able to lease hangars from cities and counties making it exempt from the bid process.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Change of Ownership
If ownership of a leased facility changes during the term, we need the following to process it:
1. A copy of the recorded deed or other legal document affecting transfer.
2. A new disclosure statement form.
3. E-Verify form.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents
Section #9
Prior Approval
Amy Houston
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Prior Approval (PA)
• No agency may proceed with the execution of a lease action unless DMS has granted PA.
• DMS will grant PA when the lease action is in the best interests of the state. (Rule 60H-1.021, F.A.C.).
• PA consists of sending DMS all the completed but unexecuted lease and other supporting documents.
• ALWAYS pull the current forms off our website.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Prior ApprovalDMS verifies:
• QSP’s must have 3 documented quotes [Rule 60H-1.016(1)(a)-
(j), F.A.C.],
• For ITB, RFP, ITN send copies of each bid received, including a
blank ITN,
• Scaled floor plans,
• Energy Performance Analysis, Section 255.254, Florida Statutes
• Quote/Bid Synopsis form,
• Completed, but unexecuted lease documents,
• Certification of Compliance form with authorized signature,
• Proof of ownership (i.e., recorded deed).
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Prior Approval
• Unexecuted disclosure statement or an updated disclosure statement if already on file.
• E-Verify form (not required if already on file or if Lessor is a governmental entity).
• If increasing the current rental rate an independent market analysis is required.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Prior Approval
DMS will provide the agency with a prior approval letter upon receipt of all the required and properly completed documents.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents
Chapter #10
Final Approval
Becky George
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Final Approval (FA)
• No lease is fully executed until DMS has granted FA.
• Send at least three signed original lease agreements and a completed Disclosure Statement to DMS.
• Fire Marshal/Life Safety approval is required prior to occupancy - Subsection 255.25 (5), Florida Statutes.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Final Approval (FA)
• Executed Tenant Broker commission agreement.
• Tenant Broker evaluation worksheet.
• Energy performance analysis (2,001 sf or greater, Section 255.254, Florida Statutes, eff. 7/1/14).
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Final Approval (FA)
• The disclosure statement is required per Section 255.249 (9)(g)(h), Florida Statutes.
• Required to disclose any party who has a 4% or greater ownership interest.
• If XYZ, Inc. owns the facility, and ABC, LLC owns 100% of XYZ, Inc., ABC, LLC must be broken down to the requirement above or state that no party has a 4% or greater interest at that point.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Final Approval (FA)
• Once all documents are received, they are reviewed by DMS.
• After review, a Final Approval letter, as well as two executed lease agreements are returned to the agency.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Fire Marshal (FM) Approval
• Every new lease must have FM Approval.
• Also applicable for lease modifications where an agency is increasing SF or changing premise description.
• Proposed plans are submitted to the DFS Division of State Fire Marshal.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Fire Marshal (FM) Approval
• All costs to bring the space into compliance is the Lessor’s responsibility.
• If only minor improvements (e.g., paint and carpet) or no improvements are being done, a Life Safety Inspection can be completed.
• A Life Safety Inspection is conducted by the local authorities.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Commission Agreement (CA)
• For any lease action where a Tenant Broker is involved, and seeking a commission, DMS requires a copy of the executed CA for our files.
• Always pull the current CA off our website.
• Do not make any alterations to the standard CA.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Tenant Broker Evaluation Form
• The agencies are required to grade how well the Tenant Broker performed each lease action.
• This Tenant Broker evaluation form is provided to DMS at final approval.
• The evaluation form can be found on our website under our pre-approved lease forms.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents
SECTION #11
Space Planning
CADD Drawings
Tenant Improvements
Erika DeRose
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents AutoCADD DrawingsFlorida Facilities Pool:
• 113 total structures managed throughout the state of Florida.
• 72 of these structures are revenue generating.
FFP OCCUPANCY:• Our current occupancy rate is 95%!• It is important to always check with your DMS
Leasing Account Manager when looking for space in a particular area so that they can help you find FFP vacancies or compare costs with possible private leases.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Tenant Fit in Pool Buildings
DMS works with agencies, Tenant Brokers, and our Bureau of Building Construction to perform test fits in FFP buildings.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
98
Table of Contents
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Want to add an office? Remove a door? Reconfigure cubicles?
Submit a TI Request Form available on the DMS Website.
Need a floor plan to mark-up and send with your TI Request Form?
Contact Erika DeRose, the DMS Leasing-AutoCAD and Interior Designer, at:[email protected]
Tenant Improvements in FFP Buildings
Table of Contents
SECTION #12
Parking
Nancy Gebhart
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents DMS Parking Program
• DMS Paid Parking administers contractual parking services to Florida state employees.
• DMS manages 23 garages, 62 surface lots, and more than 30,000 parking contracts.
• DMS is also responsible for leasing Florida Facilities Pool (FFP) space to the various state entities.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Occupying FFP Buildings
• Just because there is vacant space in FFP buildings does not mean there is sufficient parking for additional employees.
• Many of our surface lots and garages have excess parking, and we lease those spaces to other public and private entities.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents DMS Parking Contracts
DMS currently offers several types of parking contracts:
• Reserve• Permit• Scramble• Carpool• Low Emission Vehicle
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Industry Standard
• Many paid parking programs rely on a contract-based system.
• In an effort to make parking available to more people, many parking programs rely on the ability to oversell parking contracts (the number of contracts the program issues exceeds the number of physical parking spaces).
• The industry standard for overselling contracts is approximately 10%; so a program may issue 110 contracts for every 100 parking spaces.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents DMS Leasing/Parking Goal
• Our goal is to maximize the utilization of FFP space statewide.
• Currently, we have considerable vacant FFP space in the Capital Center, in excess of 36,000 SF, that we are unable to lease without additional parking.
• In Tallahassee, we have lost over 970 parking spaces.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents DMS Leasing/Parking Goal
• The demand for parking is strongly correlated to the amount of FFP space in use.
• Because our goal is to obtain full capacity in the FFP space, we are addressing the demand for additional parking in several locations.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents
SECTION #13
REPORTING
Beth Sparkman
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Reporting
• Monthly – Tenant Brokers must report all transaction activities.
• Monthly – Tenant Brokers must provide a report on credit hours earned and expended.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents Reporting
• Lease Cost Savings Report - the 15th of each month DMS sends this report to the Executive Office of the Governor who distributes to agency heads.
• This report shows lease cost savings and changes in square footage.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents ReportingAgencies are required to submit to DMS each
year:• Agency Lease Inventory Overview spreadsheet.
• Identification of agency-owned facilities that may be used as a potential emergency shelter.
• Agency Owned and Lease Portfolio Management Plan.
• Updated owned facility data in SOLARIS.
• Identification of any owned facilities considered a
disposition candidate.
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions
Table of Contents
Questions?
Introductions
REDM Division Director
Leasing Background
Strategic Planning
Hiring a Broker
Approval Process
Lease Procurement
Lease Modification
Special Procurement
Lease Prior Approval
Lease Final Approval
Space Planning
Paid Parking Program
Reporting
Questions