Attachment I Exhibit 9 - Commission Verification Worksheet.docx

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Attached to
R402--Real Estate Acquisition Support Services (REASS) Recompete
Solicitation number
36C10F26R0045
Issued by

About this file

This is a Commission Verification Worksheet template used by the Department of Veterans Affairs to document and verify broker commission calculations for lease acquisition task orders. The worksheet serves as a verification tool only and does not constitute VA approval of broker commission agreements, determination of commission entitlement, or authorization of payment.

The worksheet requires brokers to complete seven primary sections: lease acquisition identification (project name, RLP number, lease number, broker task order number, region, property address, and key personnel); a source document checklist confirming inclusion of the broker task order, RLP, lease documents, commission agreement, and TO CO disposition; commission agreement terms including agreement date, commission rate, basis (typically aggregate lease value), payment schedule (typically 75% upon execution and 25% upon space acceptance or rent commencement), and any applicable commission caps; lease term verification including firm-term dates, option period treatment, and planned acceptance/commencement dates; aggregate lease value and broker commission calculation breaking down base rent, fixed rental increases, operating expenses, real estate taxes, and amortized tenant improvements; payment milestone scheduling with percentages and due dates; and certification sections for both the contractor/broker and the Lease Execution Division's TO COR. The worksheet explicitly requires verification against final executed lease documents and supporting records, with the TO COR responsible for reviewing completeness and consistency with applicable task orders, RLPs, and lease documents.

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Exhibit 9

COMMISSION VERIFICATION WORKSHEET

This commission verification worksheet documents the Broker’s commission calculation and supports TO COR review for completeness and consistency with the applicable Broker Task Order, RLP, Broker Commission Agreement, and final executed lease documents. It is not a VA approval of a private Broker Commission Agreement between the Broker and Lessor, a determination of commission entitlement, authorization of payment, or a contractual commitment by VA.

The Broker shall complete this worksheet using final executed lease documents.

1. Lease Acquisition Identification

Field
Entry
Project Name
[Insert]
RLP number
[Insert]
Lease number
[Insert]
Broker Task Order number
[Insert]
Region
[Insert]
Property address
[Insert]
Lessor legal name
[Insert]
Broker legal name
[Insert]
Broker license/lawful authority reference
[Insert]
TO COR
[Insert name/title]
TO CO
[Insert name/title]
LCO, if different than the TO COR
[Insert name/title]
Worksheet prepared date
[Insert]

2. Source Document Checklist

Required Document
Included in Lease File
Broker Task Order
☐
RLP and Lease Broker Commission provisions
☐
Final executed lease, including rent schedule
☐
Final Commission Verification Worksheet
☐
Executed Broker Commission Agreement
☐
TO CO disposition included, if applicable
☐

3. Commission Agreement Terms

Item
Entry
Commission Agreement date
[Insert]
Commission rate
[X.XX]%
Commission basis specified in agreement
[Aggregate Lease Value]
Payment schedule
[e.g., 75% / 25%]
First payment trigger
[Insert]
Second payment trigger
[Insert]
Lease Contract Commission Cap
$[Insert or “None stated”]
Does the agreement identify Lessor as responsible for payment?
Yes / No
Any amendment to Commission Agreement?
Yes / No; identify date and attach

4. Lease Term Verification

Item
Entry
Firm-term start date
[Insert]
Firm-term end date
[Insert]
Firm-term duration
[Insert months/years]
Option periods excluded from calculation?
Yes / No / N/A
Actual Lease Award Date
[Insert]
Planned Space Acceptance Date
[Insert]
Planned Rent Commencement Date
[Insert]

5. Aggregate Lease Value and Broker Commission Calculation

Commission Calculation
Amount
Source document / page reference
Verified?
Base rent
$[Insert]
[Source document / page number]
☐
Fixed rental increases during firm term, if applicable
$[Insert]
[Source document / page number]
☐
Base-year operating expenses
$[Insert]
[Source document / page number]
☐
Base-year real-estate taxes, if applicable
$[Insert]
[Source document / page number]
☐
Amortized tenant improvements, if applicable
$[Insert]
[Source document / page number]
☐
Subtotal
$[Insert]
Aggregate Lease Value
$[Insert]
Multiplied by: Commission rate
[X.XX]%
Total Lease Acquisition Fee / Commission
$[Insert]
Applicable Commission cap
$[Insert]
Final Commission after cap, if applicable
$[Insert]

6. Payment of Broker

Payment milestone
Percentage
Amount
Due date / trigger
Payment 1
75%
$[Insert]
30 calendar days after lease execution
Payment 2
25%
$[Insert]
30 calendar days after VA space acceptance or rent commencement, whichever occurs first
Total
100%
$[Insert]

7. Contractor/Broker Certification

I certify that, to the best of my knowledge and belief, the information in this Commission Verification Worksheet is complete and accurate and is consistent with the executed Broker Commission Agreement, applicable Broker Task Order, RLP, final executed lease documents, and identified supporting records. I have identified all known Commission Credits and applicable components affecting the calculation.

________________________________________________________
SignatureDate

Name Title Broker Legal Entity Name

8. TO COR Verification

I reviewed this worksheet and the identified supporting documentation for completeness and consistency with the applicable Task Order, RLP and final lease documents. This verification does not constitute approval of the Broker Commission Agreement; a determination of commission entitlement; authorization of payment; acceptance of a deviation; or a commitment by VA. Any discrepancy or matter requiring contractual interpretation, modification, funding, payment action, deviation, or other contracting action has been referred to the TO CO.

________________________________________________________
SignatureDate

Name Title Lease Execution [Large/Small] Division Office of Real Property

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