Tendering and estimating, 29 October 2026
Pricing a tender when drawings are indicative and there's no site visit
When drawings are indicative and you can't visit, price firmly only what the documents show. Put named provisional sums or rates against what they don't, add a stated risk allowance for what you can't see, and list every assumption as a qualification. That way your price is competitive on the known work and protected on the unknown.
Why is a tender without a site visit risky?
Because you're pricing things nobody has shown you: the state of the existing building, access, services, ground conditions. If those turn out worse than you assumed, the cost is yours unless your tender says otherwise.
Clients do have duties here. Under CDM 2015, commercial clients must provide pre-construction information to every designer and contractor bidding for the work or already appointed. For domestic jobs those client duties normally pass to the contractor. In practice, tender packs are often thin, and "drawings are indicative" is a warning that the design isn't finished.
What should you ask for before pricing?
Ask early, in writing, inside the tender's clarification period. A good question can save you a provisional sum, and on public tenders the answer usually goes to all bidders.
If the client won't provide something, that answer goes into your qualifications too.
How do you split the price between firm, provisional and risk?
Sort every item into one of three groups, and price each differently. This keeps your firm price competitive while showing the client where the uncertainty is.
| Group | What it covers | How to price it |
|---|---|---|
| Firm | Fully drawn and specified | Your normal rates, from your take-off |
| Assumed | Shown but not confirmed, such as wall build-ups | Price it, and state the assumption |
| Unknown | Not shown or can't be seen, such as hidden drainage or structure | Provisional sum or a rate, named and described |
Under RICS NRM2, a provisional sum is a sum for work not completely designed. If it's "defined" (described enough to plan for), the contractor is taken to have allowed for it in programme and preliminaries; if it's "undefined", the contractor isn't. A risk allowance is a separate lump sum the contractor prices for named risks the client wants to pass over. Both should exclude overheads and profit, which are priced elsewhere.
A worked example: a small refurbishment tender
A ground-floor office refurbishment, 120 m², drawings marked indicative, no site visit offered. Here's how a small contractor might split it.
Refurbishment tender, priced in three parts
A 120 m² ground-floor office refit. Strip out, new partitions, ceilings, lighting, power and decoration.
| Firm: partitions, ceilings, decoration from the take-off | £31,500 |
| Firm: lighting and power to the drawn layout | £9,800 |
| Assumed: existing floor slab level, no screed neededstated as an assumption | £0 |
| Provisional sum: floor levelling if needed120 m² × £18 | £2,160 |
| Provisional sum: removal of any asbestos foundclient to confirm with survey | £2,500 |
| Risk allowance: unknown condition of existing ceilings and servicesnamed risk | £2,040 |
| Tender total | £48,000 |
If the floor turns out level, the client saves £2,160 and you've lost nothing. If it doesn't, you're paid for it. A rival who buried the same risk as a hidden extra £5,000 in their partitions rate looks dearer on the work the client can see.
What wording should go in your tender?
Plain, specific wording. Name the drawings you priced from and each assumption, so that if something changes, it's obvious it was a change.
Our tender is based on drawings numbers and revisions and specification reference, date, which are marked indicative. No site visit was available. We have assumed: 1. Existing floor slab is level to within ±5 mm over 3 m and needs no screed. 2. Existing incoming electrical supply is adequate for the new load. 3. Free access during normal working hours, 8am to 6pm Monday to Friday, with parking for one van. 4. No asbestos-containing materials in the areas of work. Provisional sums included: floor levelling £2,160; asbestos removal £2,500. These will be adjusted against the work done. Excluded: structural alterations; drainage below slab; out-of-hours working; making good beyond the work area. If any assumption proves incorrect, we will notify you before proceeding and agree the cost in writing. We are happy to visit site before contract to confirm our price.
For more on exclusions wording, see tender qualifications and exclusions. If the tender comes with a pricing schedule, the guide to filling in a schedule of rates covers where these items go.
What if your price is much lower than the others?
Check it before you submit. A low price on a tender with no visit often means a missed item rather than an efficient firm. Under the Procurement Act 2023, a public buyer that thinks a tender is abnormally low must tell the supplier and give it a reasonable opportunity to show it can do the work for that price before disregarding it.
So keep your take-off and workings: they're your answer if you're asked. Plenty of owners find this part hard.
I'm not really clued up on… how to price these.
A methodical split like the one above is most of the answer. The take-off guide covers the measuring, and the real cost of tendering helps decide whether a thin tender is worth pricing at all.
Where Nexley fits
Nexley is the AI back office for UK trade firms: five AI assistants run your tenders, quotes, buying, scheduling and invoicing. It connects to the tools you already work in, you run it all from WhatsApp, and you approve everything. £799 a month.
For thin tender packs, Nexley reads the drawings and documents, separates what's shown from what's missing, and drafts the clarification questions for you to send. It prices the firm work against your rates, suggests provisional sums for the gaps and writes the assumptions and qualifications. You review and approve before anything is submitted.
Common questions
Can I refuse to price without a site visit?
Yes, though you may lose the chance to bid. A better route is to ask for photos, a video walk-round or a survey, and to state in your tender that the price is subject to a visit before contract. Some clients will allow a visit if asked.
What's the difference between a provisional sum and a contingency?
A provisional sum is a named allowance for a specific item that isn't fully designed, adjusted against what's done. A contingency or risk allowance is a sum for named risks you carry. Keep them separate so the client can see what each covers.
Should I add a percentage for risk on everything?
Not across the board. A blanket uplift makes your whole price look high. Put the risk money against the specific unknowns, where the client can see why it's there.
What if the tender says no qualifications are allowed?
Then any qualification may make your bid non-compliant. Ask the question in the clarification period instead, so the answer becomes part of the tender documents. If the risk is still too high, price it into the rates or decline to bid.
Sources
- HSE: Commercial clients' roles and responsibilities under CDM 2015
- HSE: Summary of duties under CDM 2015
- RICS: NRM2 detailed measurement for building works (PDF)
- legislation.gov.uk: Procurement Act 2023, Part 3 Chapter 2
- GOV.UK: Procurement Act 2023 guidance, assessing competitive tenders
Every rule, rate and date above was checked against these sources on the date shown at the top.
Topic: Tendering and estimating
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