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D96A

Message D96A/CONEST

Establishment of contract message

Upon completion of the tendering process, there is a requirement for the client or his representative to formally establish and issue the contractual Bill of Quantities. This documentation becomes the contractual basis for all future work and payment for the project.

Message description

UNH M(1) : Message header

A service segment starting and uniquely identifying a message. The message type code for the Establishment of contract message is CONEST. Note: Establishment of contract messages conforming to this document must contain the following data in segment UNH, composite S009: Data element 0065 CONEST 0052 D 0054 96A 0051 UN

BGM M(1) : Beginning of message

A segment which identifies the document name and the message function code.

RFF M(1) : Reference

This segment is used to identify the unique project reference number.

DTM M(1) : Date/time/period

The document date will be recorded using this DTM segment.

AUT C(2) : Authentication result

A segment used to authenticate the message by exchanging a password or some other form of identification agreed between the trading partners.

AGR C(2) : Agreement identification

This segment will be used to identify the "type of contract and form of tender" that apply to this contract.

SG1 C(1000) : IND-RCS-SG2

A group of segments to record both the structure and contents of the indexing used for the BoQ document.

IND M(1) : Index details

A segment to qualify whether the index applies to the whole project, part of a project (a group of items), or whether the index provides an alternative view (analysis) of the work items. The segment also indicates in the index qualifier whether it contains index structure information or describes the index contents.

RCS M(1) : Requirements and conditions

A segment used to indicate the action request (add , change etc.) to be applied to the index data.

SG2 M(1) : GIS-SG3

A group of segments to specify the position and detailed component parts of the index information.

GIS M(1) : General indicator

This indicator segment specifies one of six positions within the index structure to which the detailed information applies.

SG3 M(1) : BII-IMD

A group of segments to specify the detailed components of the index information.

BII M(1) : Structure identification

A segment used to specify a structured index number that is to be associated with the descriptions that follow in segment IMD.

IMD M(9) : Item description

A segment to specify the descriptions in both full text and abbreviated form . These descriptions to be associated with the contents of segment BII.

SG4 C(1000) : BII-RCS-GIS-NAD-LOC-APR-ALI-QTY-DTM-RTE-SG5-SG6-SG7-SG9-SG10-SG18

This information is subordinate to the data provided within the Header section and relates to groups of work items as described in section 1.3.1 of this document. A segment group recording all the details that apply to a group of items. There can be many "Groups of items" within a project and all are to be recorded within this part of the message.

BII M(1) : Structure identification

A segment used to convey a structured index number that uniquely identifies each group of items recorded for the project.

RCS M(1) : Requirements and conditions

The action to be applied to segment group 4 data is recorded here.

GIS M(10) : General indicator

This indicator segment identifies what category of item grouping Segment Group 4 applies to. There will be two permitted categories - Project or Group.

NAD C(1) : Name and address

The recording of the name and address information applying to this group of items.

LOC C(1) : Place/location identification

In addition to the name and address details above this is the identification of a location description and an abbreviated or short name by which the grouping is to be known.

APR C(1) : Additional price information

A segment to record a multiplication factor called "Timesing" that applies to the entire project or a specific grouping of items.

ALI C(2) : Additional information

This segment would be used to denote, in a coded form, what rules were adopted for the rounding of all financial values within this group of items.

QTY C(5) : Quantity

This segment enables grouping control quantities to be recorded. These are not to be confused with message control totals that appear later and use the CNT segment.

DTM C(10) : Date/time/period

Any date details required for the group of items will be recorded using the DTM segment. There are a considerable number of different date qualifiers that could apply.

RTE C(9) : Rate details

This segment is used to record a cost rate that may apply to this grouping.

SG5 C(10) : RFF-DTM-GIS-FTX

Some base data about how the information for this group of items was compiled. It will identify the standard method conventions adopted, the author of the data and it will also refer to any "request for quotation" messages that are to be read in conjunction .

RFF M(1) : Reference

This segment will be used to specify a series of references, including the reference to a "Request for Quotation" message, standard method identity, the identity of the author of the data and the identity, if appropriate any software tool used during the preparation process.

DTM C(2) : Date/time/period

The date of the Request for Quotation message that is to be processed in conjunction with this BoQ message.

GIS C(5) : General indicator

An entry in this segment will acknowledge or note the existence of variations to the standard method rules referenced in the associated RFF.

FTX C(5) : Free text

In the event of variations to the standard method rules this segment will provide any necessary narrative to explain the changes.

SG6 C(5) : CUX-DTM-FTX

Details of which currency rules apply to this group of items.

CUX M(1) : Currencies

Recording details of the currency that applies to the group of items being defined.

DTM C(5) : Date/time/period

This segment will be used to recorded any dates that are applicable to qualify the currency details recorded in CUX.

FTX C(1) : Free text

Any narrative necessary to explain or qualify the currency information.

SG7 C(2) : ALC-RFF-DTM-RNG-FTX-SG8

A group of segments used to convey details of the price fluctuation calculations to be applied.

ALC M(1) : Allowance or charge

A segment to identity whether the data recorded in this segment group represents an actualization or a revision figure.

RFF C(1) : Reference

A segment providing a reference to the (usually standard) formula rules to be applied.

DTM C(1) : Date/time/period

A segment to record the contract base or control date to be used in the formula.

RNG C(1) : Range details

Where the formula makes reference to data within a range the details of the range will be identified in this segment.

FTX C(10) : Free text

A segment to convey the actual formula and narrative relating to the formula. This will be used only in the exceptional case of a non-standard formula being used.

SG8 C(20) : PCD-RFF

A group of segments to specify the remaining components of the price fluctuation calculation.

PCD M(1) : Percentage details

A segment to specify a percentage value to be used as a coefficient in conjunction with the reference given in the following RFF.

RFF C(1) : Reference

A segment to specify the reference of a work section applicable to a set of calculation components.

SG9 C(100) : RCS-BII-FTX

This segment group is used to record, in textual form, any terms and conditions that are deemed to apply to part or all of the group of items.

RCS M(1) : Requirements and conditions

The identity of the particular conditions that are to apply and a coded reference to denote whether this is to be added or changed etc.

BII M(1) : Structure identification

A structured index reference to identify to what range within the group of items the conditions apply.

FTX C(9) : Free text

The narrative description of the condition or term identified by this segment group.

SG10 M(100) : ARD-MOA-FTX-SG11-SG12

This segment group is used to record any financial values that apply for a group of items. There are considerable number of different values and qualifiers that will apply.

ARD M(1) : Amounts relationship details

A segment to record the qualifier to the financial value. This qualifier is in addition to the qualifier used within the following MOA segment.

MOA M(6) : Monetary amount

A segment to record the value of the monetary amount being defined.

FTX C(10) : Free text

Any narrative qualification necessary to complete the details about a financial value will be recorded in this segment.

SG11 C(5) : TAX-MOA-LOC

Where specific tax rules apply to the entire project or a grouping within the project they will be recorded in this segment group.

TAX M(1) : Duty/tax/fee details

Where the financial value being described within segment group 10 is a taxation or duty value, details of the tax or duty will be recorded here.

MOA C(1) : Monetary amount

A segment to specify the actual monetary amount of the tax or duty.

LOC C(5) : Place/location identification

A segment to specify any location details used to qualify the tax details.

SG12 C(15) : ALC-ALI-SG13-SG14-SG15-SG16-SG17

Where it is necessary to express the components that contribute to a monetary value this segment group will be used.

ALC M(1) : Allowance or charge

A segment identifying the charge or allowance and where necessary it's calculation sequence.

ALI C(5) : Additional information

A segment indicating that the allowance or charge specified is subject to special conditions owing to origin, customs preference or commercial factors.

SG13 C(1) : QTY-RNG

Components of a financial value expressed in terms of quantities are recorded in this segment group.

QTY M(1) : Quantity

Any quantity details used to define or make precise the monetary value are recorded in this segment.

RNG C(1) : Range details

Details of the range that applies to the quantity components are expressed in this segment.

SG14 C(1) : PCD-RNG

Components of a financial value expressed in terms of a percentage are recorded in this segment group.

PCD M(1) : Percentage details

This segment is used where the financial information is expressed as a percentage or a percentage is required for further qualification.

RNG C(1) : Range details

Details of the range that applies to the percentage components are expressed in this segment.

SG15 C(1) : MOA-RNG

Any components of a monetary amount that are themselves expressed as monetary amounts are recorded in this segment group.

MOA M(1) : Monetary amount

The monetary amount component is recorded in this segment.

RNG C(1) : Range details

Details of the range that applies to the monetary amount components are expressed in this segment.

SG16 C(1) : RTE-RNG

Components of a financial value expressed in terms of a rate are recorded in this segment group.

RTE M(1) : Rate details

Any rate details used to define or make precise the monetary value are recorded in this segment.

RNG C(1) : Range details

Details of the range that applies to the rate components are expressed in this segment.

SG17 C(5) : TAX-MOA

Components of a financial value expressed in terms of a tax or duty are recorded in this segment group.

TAX M(1) : Duty/tax/fee details

Any tax details used to define or make precise the monetary value are recorded in this segment.

MOA C(1) : Monetary amount

A segment to specify the actual monetary amount of the tax or duty component.

SG18 C(20) : NAD-LOC-FII-FTX-SG19-SG20-SG21

Name and address information relating to Parties, Banks and Contacts are recorded in this segment group.

NAD M(1) : Name and address

Company name and address that relate to this group of items and that have not been previously notified are recorded in this segment. Each name and address recorded is qualified by the use of the party qualifier 3035.

LOC C(25) : Place/location identification

A segment used to record more specific location information of the party specified in the NAD segment, e.g. a location within a construction site.

FII C(9) : Financial institution information

Bank details associated with these parties recorded in the preceding NAD segment are given here.

FTX C(5) : Free text

This segment allows for any narrative that may need to accompany the name and address information about a company.

SG19 C(5) : RFF-DTM

This group of segments will record unique reference numbers by which the party will be known and referenced. This will ensure that each party is uniquely identified even if there is more than one party with a similar qualifier.

RFF M(1) : Reference

Details of any unique referencing used within the project to identify the party. Not to be confused with the party qualifier in the NAD.

DTM C(5) : Date/time/period

Date and time details that are used to qualify the party reference number are recorded in this segment.

SG20 C(5) : DOC-DTM

This segment group is used to identify documentation related specifically to the party being defined.

DOC M(1) : Document/message details

The identity of the documentation is recorded in this segment.

DTM C(5) : Date/time/period

Date details used to qualify the documentation are recorded in this segment.

SG21 C(5) : CTA-COM

The information about who to contact within each of the parties detailed in this segment group.

CTA M(1) : Contact information

This segment will contain the identity of the individual, within a company, who is the contact point.

COM C(5) : Communication contact

Here is recorded the telephone number etc. that the contact can be reached via.

UNS M(1) : Section control

A service segment placed at the beginning of the detail section to avoid collision.

SG22 M(1000) : BII-RCS-GIS-SG23-SG24-SG25-SG27-SG30-SG31-SG32-SG34

A group of segments recording all the details that apply to an item. There can be many items within a project, details of all items, regardless of where they appear in the BOQ will be recorded in this segment group.

BII M(1) : Structure identification

A segment used to convey a structured index number that uniquely identifies each item recorded for the project.

RCS M(1) : Requirements and conditions

The action to be applied to this segment group data is recorded here.

GIS M(10) : General indicator

Through a list of coded qualifiers this segment is used to define precisely various features about this item eg: - it will distinguish between standard, work or sub item types; - identify whether this item is of an agreed, disputed or provisional status; - a qualification of the type of rate that has been associated with this item; - identifying to what category this item resides.

SG23 C(10) : RFF-DTM

A group of segments recording additional reference information against an item of work.

RFF M(1) : Reference

Where project documentation has been prepared in accordance with a Standard Methodology the item's reference to that Standard Method is recorded here. Also recorded here is the unique reference number assigned to a sub item. This reference would be used in conjunction with the item index no. in the BII of this segment group.

DTM C(1) : Date/time/period

A segment to record a date for the Standard Method of Measurement reference.

SG24 C(100) : DIM-APR-FTX

A group of segments which may be used where Segment Group 23 refers to a sub-item number. It would contain sets of dimension details to further describe the quantities.

DIM M(1) : Dimensions

A segment used to record where applicable, the length, width and height for portions of work measured.

APR C(1) : Additional price information

A segment to record a multiplication factor called "Timesing" that applies to a set of dimensions.

FTX C(1) : Free text

A segment to record an annotation for each set of dimensions.

SG25 C(100) : LIN-SG26

A group of segments to record descriptive text for items and headings for groupings of items.

LIN M(1) : Line item

A segment to record a qualifier as to whether it is a description for an item or a heading for a group of items. This would also include a number identifying the level the description applies to, within a set of levelled headings.

SG26 C(1000) : IMD-RFF-GIS

A group of segments to record the description line details together with text reference numbers and change action codes used to identify who is authorised to apply changes.

IMD M(1) : Item description

This segment is used to convey any descriptive material to be recorded for the item. This descriptive material can apply to the item description and item heading information. The distinction is explained in section 1.3 of this paper.

RFF C(5) : Reference

A segment used to record up to five text reference numbers per item description line.

GIS C(5) : General indicator

A segment used to record up to five text change action codes per item description line.

SG27 M(1000) : QTY-GIS-APR-SG28

This segment group is used to record the complex range of quantity values and prices that apply to an item.

QTY M(1) : Quantity

Many different quantity values can be applied to an item during it's execution. All of these quantities will be recorded in this segment.

GIS C(3) : General indicator

This segment is used to provide the qualifiers that apply to the various quantities in the previous segment.

APR C(1) : Additional price information

Item quantities are frequently accompanied by some multiplicands. This APR segment is used to record these.

SG28 C(3) : PRI-GIS-SG29

A group of segments to record a series of prices and monetary amounts relating to each QTY value.

PRI M(1) : Price details

A segment to record up to three price values for each QTY value.

GIS M(3) : General indicator

A segment to record up to three qualifiers for each price.

SG29 C(2) : ARD-MOA

A group of segments to record the monetary amounts , currency, tax details resulting from the multiplication of QTY and PRI values.

ARD M(1) : Amounts relationship details

A segment to qualify the monetary amount as to it's purpose in the business exchange.

MOA C(1) : Monetary amount

A segment to record the value and currency of the monetary amount.

SG30 C(5) : TAX-MOA-LOC

A group of segments in which is detailed taxation information, which applies to the item . There are often several different types of tax which need to be applied.

TAX M(1) : Duty/tax/fee details

Details of the taxation to be applied is recorded here.

MOA C(1) : Monetary amount

A segment to record the value and currency of the monetary amount.

LOC C(5) : Place/location identification

A segment to specify location codes relating to the tax details recorded in this segment group.

SG31 C(5) : RCS-BII-GIS

Where it is necessary to record a relationship about the current item and it's association with another item, this segment group will be used.

RCS M(1) : Requirements and conditions

A segment to identify the requirements that applied to this particular reference.

BII M(1) : Structure identification

Record here the structured index number of the other item to which the current item relates.

GIS M(1) : General indicator

This is the segment where a coded reference describing the item relationship is recorded.

SG32 C(2) : ALC-RFF-DTM-RNG-FTX-SG33

A group of segments used to convey details of the price fluctuation calculations to be applied to the item.

ALC M(1) : Allowance or charge

A segment to identity whether the data recorded in this segment group represents an actualization or a revision figure.

RFF C(1) : Reference

A segment providing a reference to the (usually standard) formula rules to be applied.

DTM C(1) : Date/time/period

A segment to record the contract base or control date to be used in the formula.

RNG C(1) : Range details

Where the formula makes reference to data within a range the details of the range will be identified in this segment.

FTX C(10) : Free text

A segment to convey the actual formula and narrative relating to the formula. This will be used only in the exceptional case of a non-standard formula being used.

SG33 C(20) : PCD-RFF

A group of segments to specify the remaining components of the price fluctuation calculation.

PCD M(1) : Percentage details

A segment to specify a percentage value to be used as a coefficient in conjunction with the reference given in the following RFF.

RFF C(1) : Reference

A segment to specify the reference of a work section applicable to a set of calculation components.

SG34 C(9) : IMD-QTY-MOA-PRI

A segment group to record where necessary alternative index information for an item. The validity of an alternative index would be defined in the Segment Group 3 IMD.

IMD M(1) : Item description

A segment used to record an alternative index description (previously defined in Segment Group 3 IMD), that relates to this item.

QTY C(1) : Quantity

A segment to record the quantity and measurement unit that relates to the coded entry for the item.

MOA C(1) : Monetary amount

A segment to record the currency and value associated with the item.

PRI C(1) : Price details

A segment to record the monetary rate of the code associated with the item.

CNT C(10) : Control total

Various control total checks may be taken and the resultant values would be recorded in this segment. Typically these checks will be counts of quantity and monetary values that apply to the entire message.

UNT M(1) : Message trailer

A service segment ending a message, giving the total number of segments in the message and the control reference number of the message.

Message structure

UNH, Message header                           M        1
BGM, Beginning of message                     M        1
RFF, Reference                                M        1
DTM, Date/time/period                         M        1
AUT, Authentication result                    C        2
AGR, Agreement identification                 C        2

--- Segment Group 1 ------------------------- C     1000 -------+
IND, Index details                            M        1        |
RCS, Requirements and conditions              M        1        |
                                                                |
--- Segment Group 2 ------------------------- M        1 ------+|
GIS, General indicator                        M        1       ||
                                                               ||
--- Segment Group 3 ------------------------- M        1 -----+||
BII, Structure identification                 M        1      |||
IMD, Item description                         M        9      |||
---- ---------------------------------------------------------+++

--- Segment Group 4 ------------------------- C     1000 -------+
BII, Structure identification                 M        1        |
RCS, Requirements and conditions              M        1        |
GIS, General indicator                        M       10        |
NAD, Name and address                         C        1        |
LOC, Place/location identification            C        1        |
APR, Additional price information             C        1        |
ALI, Additional information                   C        2        |
QTY, Quantity                                 C        5        |
DTM, Date/time/period                         C       10        |
RTE, Rate details                             C        9        |
                                                                |
--- Segment Group 5 ------------------------- C       10 ------+|
RFF, Reference                                M        1       ||
DTM, Date/time/period                         C        2       ||
GIS, General indicator                        C        5       ||
FTX, Free text                                C        5       ||
---- ----------------------------------------------------------+|
                                                                |
--- Segment Group 6 ------------------------- C        5 ------+|
CUX, Currencies                               M        1       ||
DTM, Date/time/period                         C        5       ||
FTX, Free text                                C        1       ||
---- ----------------------------------------------------------+|
                                                                |
--- Segment Group 7 ------------------------- C        2 ------+|
ALC, Allowance or charge                      M        1       ||
RFF, Reference                                C        1       ||
DTM, Date/time/period                         C        1       ||
RNG, Range details                            C        1       ||
FTX, Free text                                C       10       ||
                                                               ||
--- Segment Group 8 ------------------------- C       20 -----+||
PCD, Percentage details                       M        1      |||
RFF, Reference                                C        1      |||
---- ---------------------------------------------------------++|
                                                                |
--- Segment Group 9 ------------------------- C      100 ------+|
RCS, Requirements and conditions              M        1       ||
BII, Structure identification                 M        1       ||
FTX, Free text                                C        9       ||
---- ----------------------------------------------------------+|
                                                                |
--- Segment Group 10 ------------------------ M      100 ------+|
ARD, Amounts relationship details             M        1       ||
MOA, Monetary amount                          M        6       ||
FTX, Free text                                C       10       ||
                                                               ||
--- Segment Group 11 ------------------------ C        5 -----+||
TAX, Duty/tax/fee details                     M        1      |||
MOA, Monetary amount                          C        1      |||
LOC, Place/location identification            C        5      |||
---- ---------------------------------------------------------+||
                                                               ||
--- Segment Group 12 ------------------------ C       15 -----+||
ALC, Allowance or charge                      M        1      |||
ALI, Additional information                   C        5      |||
                                                              |||
--- Segment Group 13 ------------------------ C        1 ----+|||
QTY, Quantity                                 M        1     ||||
RNG, Range details                            C        1     ||||
---- --------------------------------------------------------+|||
                                                              |||
--- Segment Group 14 ------------------------ C        1 ----+|||
PCD, Percentage details                       M        1     ||||
RNG, Range details                            C        1     ||||
---- --------------------------------------------------------+|||
                                                              |||
--- Segment Group 15 ------------------------ C        1 ----+|||
MOA, Monetary amount                          M        1     ||||
RNG, Range details                            C        1     ||||
---- --------------------------------------------------------+|||
                                                              |||
--- Segment Group 16 ------------------------ C        1 ----+|||
RTE, Rate details                             M        1     ||||
RNG, Range details                            C        1     ||||
---- --------------------------------------------------------+|||
                                                              |||
--- Segment Group 17 ------------------------ C        5 ----+|||
TAX, Duty/tax/fee details                     M        1     ||||
MOA, Monetary amount                          C        1     ||||
---- --------------------------------------------------------+++|
                                                                |
--- Segment Group 18 ------------------------ C       20 ------+|
NAD, Name and address                         M        1       ||
LOC, Place/location identification            C       25       ||
FII, Financial institution information        C        9       ||
FTX, Free text                                C        5       ||
                                                               ||
--- Segment Group 19 ------------------------ C        5 -----+||
RFF, Reference                                M        1      |||
DTM, Date/time/period                         C        5      |||
---- ---------------------------------------------------------+||
                                                               ||
--- Segment Group 20 ------------------------ C        5 -----+||
DOC, Document/message details                 M        1      |||
DTM, Date/time/period                         C        5      |||
---- ---------------------------------------------------------+||
                                                               ||
--- Segment Group 21 ------------------------ C        5 -----+||
CTA, Contact information                      M        1      |||
COM, Communication contact                    C        5      |||
---- ---------------------------------------------------------+++
UNS, Section control                          M        1

--- Segment Group 22 ------------------------ M     1000 -------+
BII, Structure identification                 M        1        |
RCS, Requirements and conditions              M        1        |
GIS, General indicator                        M       10        |
                                                                |
--- Segment Group 23 ------------------------ C       10 ------+|
RFF, Reference                                M        1       ||
DTM, Date/time/period                         C        1       ||
---- ----------------------------------------------------------+|
                                                                |
--- Segment Group 24 ------------------------ C      100 ------+|
DIM, Dimensions                               M        1       ||
APR, Additional price information             C        1       ||
FTX, Free text                                C        1       ||
---- ----------------------------------------------------------+|
                                                                |
--- Segment Group 25 ------------------------ C      100 ------+|
LIN, Line item                                M        1       ||
                                                               ||
--- Segment Group 26 ------------------------ C     1000 -----+||
IMD, Item description                         M        1      |||
RFF, Reference                                C        5      |||
GIS, General indicator                        C        5      |||
---- ---------------------------------------------------------++|
                                                                |
--- Segment Group 27 ------------------------ M     1000 ------+|
QTY, Quantity                                 M        1       ||
GIS, General indicator                        C        3       ||
APR, Additional price information             C        1       ||
                                                               ||
--- Segment Group 28 ------------------------ C        3 -----+||
PRI, Price details                            M        1      |||
GIS, General indicator                        M        3      |||
                                                              |||
--- Segment Group 29 ------------------------ C        2 ----+|||
ARD, Amounts relationship details             M        1     ||||
MOA, Monetary amount                          C        1     ||||
---- --------------------------------------------------------+++|
                                                                |
--- Segment Group 30 ------------------------ C        5 ------+|
TAX, Duty/tax/fee details                     M        1       ||
MOA, Monetary amount                          C        1       ||
LOC, Place/location identification            C        5       ||
---- ----------------------------------------------------------+|
                                                                |
--- Segment Group 31 ------------------------ C        5 ------+|
RCS, Requirements and conditions              M        1       ||
BII, Structure identification                 M        1       ||
GIS, General indicator                        M        1       ||
---- ----------------------------------------------------------+|
                                                                |
--- Segment Group 32 ------------------------ C        2 ------+|
ALC, Allowance or charge                      M        1       ||
RFF, Reference                                C        1       ||
DTM, Date/time/period                         C        1       ||
RNG, Range details                            C        1       ||
FTX, Free text                                C       10       ||
                                                               ||
--- Segment Group 33 ------------------------ C       20 -----+||
PCD, Percentage details                       M        1      |||
RFF, Reference                                C        1      |||
---- ---------------------------------------------------------++|
                                                                |
--- Segment Group 34 ------------------------ C        9 ------+|
IMD, Item description                         M        1       ||
QTY, Quantity                                 C        1       ||
MOA, Monetary amount                          C        1       ||
PRI, Price details                            C        1       ||
---- ----------------------------------------------------------++
CNT, Control total                            C       10
UNT, Message trailer                          M        1