Dealing with Ex-Gratia Claims in Nutshell

An ex-gratia payment to a contractor is one not 
legally due under the contract or otherwise andConsideration of ex-gratia claims may normally be
usually represents compensation paid to thedeferred until after the contract is complete,
contractor on grounds of hardship, sympathy orbecause only then can the loss and hardship to
fair-play. A hardship payment may be describedthe contractor can be truly assessed. However,
as one which is made without any legal obligationthe employer may consider, subject to financial
to do so. It is entirely discretionary. Hence, a lossregulations, payment on ex-gratia basis,
by a contractor on a contract is not itself aconsidering the circumstances in question, such as
justification for making an ex-gratia payment. Thein the attempt to ease out the severe crisis in
fact is that the risk of loss is inherent in anythe cash flow so as not to affect the progress
commercial transaction and a contractor shouldon site. It should be noted that this is not to be
expect in the normal course of business to offsetreferred to as on-account basis.
loss on one contract against the profit on another. 
 In nutshell, the contractor should demonstrate
A situation might arise however, where becausethat a genuine effort has been taken to mitigate
of exceptional circumstances, it would seemdelay by acting diligently and proactively as per
reasonable to consider a claim from a contractorthe standard norms and customs of the building
for an ex-gratia payment where he is able totrade. It is not to compensate pricing errors but
demonstrate that he has suffered undue hardshipmay be for instance the unprecedented price
through circumstances outside his reasonableescalation in the open market as a result of a
control which could not have been foreseen  orglobal phenomenon. This is particularly admissible
avoided. Any discussion with the contractor mustwhen the contract is silent rather than in a
therefore carry the 'without prejudice' caveat.contract where the provision of price escalation
 has been purposely deleted, for instance. 
Consideration will not normally be given to claims 
from contractors who are under report forIt is the contractor who shall send to the Engineer
unsatisfactory work, under threat of imminentonce in every month an account giving particulars
bankruptcy, receivership or administration,(as full and detailed as possible) of all claims for
suspected of attempted fraud or in liquidation,any additional expense to which the contractor
where the concession would merely result inmay consider himself entitled. The engineer’s
placing money in the hands of creditors.role in connection with claims is to authorize
 payments due under a proper review on the
Also, a payment of an ex-gratia claim shouldcontractor’s submission. Accordingly, it is not
never exceed the actual amount of loss sufferedonly a U-turn to standard clauses when the
by the contractor (calculated by taking theengineer commits to notify of any financial
unavoidable direct costs incurred plus reasonableimplications to the contractor (as in some cases)
overheads and deducting the contractual amountbut also a serious breach of ethics on the part of
due). Where the contract was originally let afterthe engineer to initiate claims on behalf of the
competition, and the loss arises out ofcontractor. This is inaptness when the
circumstances peculiar to the contractor (that areengineer’s role is basically to protect the
unlikely to have happened to another successfulinterests of the employer being impartial in
tenderer) it may be appropriate to limit anycontract administration. It is in fact the contractor
payment to the difference between the contractwho should decide the basis of his own claims
price and the value of the next lowest tender inpending submission at his own choice as he
the original competition. A careful examination of adeems strategic or appropriate. As such, no
contractor's financial position must therefore beclaims on ex-gratia basis would be initiated by the
made before making an ex-gratia payment.engineer under any circumstance.