CONEST Establishment of contract

TBG6 Architecture, Engineering and Construction

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.

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Header

Position
Segment
Name
Max use

  1. 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 13A 0051 UN

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

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

  4. The document date will be recorded using this DTM segment.

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

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

  7. Segment group 1
    Repeat 1000

    1. 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.

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

    3. Segment group 2
      Repeat 1

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

      2. Segment group 3
        Repeat 1

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

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

  8. Segment group 4
    Repeat 1000

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

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

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

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

    5. 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.

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

    7. 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.

    8. 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.

    9. 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.

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

    11. This segment is used to provide agreements related information at contract or sub-contract level.

    12. Segment group 5
      Repeat 10

      1. 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.

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

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

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

    13. Segment group 6
      Repeat 5

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

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

      3. Any narrative necessary to explain or qualify the currency information.

    14. Segment group 7
      Repeat 99

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

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

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

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

      5. 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.

      6. Segment group 8
        Repeat 20

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

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

    15. Segment group 9
      Repeat 100

      1. 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.

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

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

    16. Segment group 10
      Repeat 100

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

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

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

      4. Segment group 11
        Repeat 5

        1. 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.

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

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

      5. Segment group 12
        Repeat 99

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

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

        3. To reference rules applied when setting the bonus or penalty. This may be the price variation formula itself described in price fluctuations above.

        4. To provide dates used in the setting of bonus or penalty.

        5. To provide free text information related to bonus and penalty setting. It may be used to provide the subject of the bonus or penalty or to provide complex calculation rules.

        6. Segment group 13
          Repeat 1

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

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

        7. Segment group 14
          Repeat 1

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

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

        8. Segment group 15
          Repeat 1

          1. The monetary amount component is recorded in this segment.

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

        9. Segment group 16
          Repeat 1

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

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

        10. Segment group 17
          Repeat 5

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

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

    17. Segment group 18
      Repeat 99

      1. 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.

      2. 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.

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

      4. To provide amounts to be paid to each beneficiary, especially sub-contractors.

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

      6. Segment group 19
        Repeat 5

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

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

      7. Segment group 20
        Repeat 5

        1. The identity of the documentation is recorded in this segment.

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

      8. Segment group 21
        Repeat 5

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

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

Detail

Position
Segment
Name
Max use

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

  2. Segment group 22
    Repeat 9999

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

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

    3. 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.

    4. Segment group 23
      Repeat 10

      1. 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.

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

    5. Segment group 24
      Repeat 100

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

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

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

    6. Segment group 25
      Repeat 100

      1. 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.

      2. Segment group 26
        Repeat 1000

        1. 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.

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

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

    7. Segment group 27
      Repeat 1000

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

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

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

      4. Segment group 28
        Repeat 3

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

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

        3. Segment group 29
          Repeat 2

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

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

    8. Segment group 30
      Repeat 5

      1. Details of the taxation to be applied is recorded here.

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

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

    9. Segment group 31
      Repeat 5

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

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

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

    10. Segment group 32
      Repeat 2

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

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

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

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

      5. 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.

      6. Segment group 33
        Repeat 20

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

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

    11. Segment group 34
      Repeat 9

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

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

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

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

Summary

Position
Segment
Name
Max use

  1. 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.

  2. A service segment ending a message, giving the total number of segments in the message (including the UNH & UNT) and the control reference number of the message.

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