Whether a lump-sum estimate fixes the price

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Does unconditional acceptance of a lump-sum estimate create a fixed-price contract?

Objective construction of price wording and adjustment rights

The word "estimate" is not decisive. A stated lump sum may be a firm offer, an approximate forecast or the starting point for reasonable remuneration, depending on the document and the parties' objective dealings.

Quick answer

An accepted lump-sum estimate may fix the price unless the submission clearly states how and when the amount may be adjusted

The court examines the whole quotation, scope, drawings, qualifications, payment basis and communications. A contractor cannot reserve a cost-plus or remeasurement entitlement merely by labelling a definite lump sum an estimate. If the price is provisional, the submission should state the valuation method, adjustment events, supporting records, treatment of variations and any ceiling. If the wording creates a firm offer and it is accepted unconditionally, the contractor is ordinarily bound by that bargain.

IssuePosition
Definite scope and single lump sumMay constitute a firm offer
Approximate forecast onlyMust be made objectively clear
Cost-plus intentionState allowable cost, fee, records and exclusions
Remeasurement intentionState quantities, rates and measurement rules
Unconditional acceptanceConcludes the bargain offered

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