Working with Lump Sum Items

True lump sum

A true lump sum item is bid in a lump sum amount (that is, with a quantity of 1). The quantity, at the proposal item level, is grouped together as a single unit and the item is priced and bid as a whole. For true lump sum items, the Lump Sum and the Bid as Lump Sum check boxes are selected on the Item Summary component.

Fractional lump sum

A fractional lump sum item has a fractional quantity (greater than 0 but less than 1.0) but, at the proposal level, the quantity must equal a summed quantity of 1.0, and it is bid with a single value. Like true lump sum items, fractional lump sum items have both the Lump Sum and the Bid as Lump Sum check boxes selected on the Item Summary component.

If a project item has a fractional lump sum quantity, there must be at least one other project item which, when combined at the proposal level, sums the quantity to 1.0. In order to combine, the fractional lump sum items must have the same unit price. Errors are indicated at the proposal item level and on the proposal validation if these conditions are not met.

The same item can be true or fractional depending on how your agency wishes to price that particular item.

Hybrid lump sum

A hybrid lump sum item has a typical unit of measure and quantity (which may be greater than 1), but is bid in a lump sum amount (that is, with a quantity of 1.0). The Bid as Lump Sum check box will be selected, but not the Lump Sum check box. For example, a "Clearing and Grubbing" item can be a hybrid lump sum item if its quantity is measured in terms of acres, but it is bid in a lump sum amount.