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Glossary

Base period

The base period is the month whose published index value a price escalation clause treats as the starting point. Every later adjustment compares a current index value to the value from this fixed month, usually the month of contract signing or bid submission.

Also called: base month, reference month, base date.

The base period fixes the denominator of an escalation formula. If a clause sets March 2026 as the base and the March 2026 index reads 250.0, then a later month reading 275.0 gives a ratio of 275.0 / 250.0 = 1.10, a 10 percent increase applied to the covered portion of the price.

Two drafting choices matter. First, name a single month or a short average, not "the date of this contract" (which is ambiguous when signing spans month-end). Second, decide whether the base is the month of signing, the month of the bid, or the month work begins; on a project with a long gap between bid and award those can differ by a full inflation cycle.

For materials sold on annual price-increase letters, a single base month can land just before or just after the yearly step change. A first-quarter average base avoids that.

See how base periods work and the related reference period and averaging window.

Related terms

Cap and floor

A cap is the maximum price adjustment an escalation clause will pass through in a period; a floor is the minimum. Together they bound how far the covered price can move regardless of how far the index moves.

Collar

A collar is a cap and a floor used together on the same escalation clause, so the price adjustment is confined to a band, for example no more than plus 6 percent and no less than minus 6 percent in any year.

Consumer Price Index (CPI)

The Consumer Price Index measures the average change over time in the prices urban households pay for a fixed basket of goods and services. In contracts it is used for rent reviews, wage-linked terms, and long service agreements rather than for raw-material costs.

De-escalation

De-escalation is the downward half of a price adjustment clause: when the chosen index falls below its base value, the covered portion of the price is reduced by the same ratio mechanism that would have raised it.

See this term in a real clause

Paste an escalation clause into the analyzer and Escalake shows the formula it implies, the terms it leaves undefined, and a drafting risk score.