Risk indemnity insurance
Related information requirements
See formal requirements related to selection criteria in the BIS 41 - European Single Procurement Document (Version 2.0.0).
The only criterion defined under this data structure is classified with the code:
-
indem-ins
Mock-ups - buyer perspective
The buyer has selected the option professional risk indemnity insurance for its inclusion in the ESPD Request. Additionally the buyer can specify REQUIREMENT(s) specific to the procurement procedure. There are two situations that need to be distinguished here, when the procurement procedure is divided into Lots and when it is not.
For both situations (Lots and Lot): The buyer can require data from the economic operator in relation to up to four types of insurances. Software applications should control that: no more groups of amount an currency data are presented to the economic operator; and that there are not two amounts referring to the same type of insurance;
Figure 140. 'Risk indemnity insurance' Buyer REQUIREMENT(s) edition (Procedure with no lots, which actually means 1 Lot)
When the procedure is divided into Lots: The buyer can specify the Lots one particular insurance applies to.
Figure 141. 'Risk indemnity insurance' Buyer REQUIREMENT(s) edition (Procedure with more than one Lot).
Mock-up - economic operator perspective
The only data the economic operator needs to provide is the amount covered by the insurance and the currency for that amount:
Figure 142. 'Economic operator indemnity insurance' EO mock-up
Note that the EO should provide an answer (ESPD Response) for every Lot that tenders. Meaning that if the Selection Criteria applies to different Lots (as can be read in the mockup), the EO should sumbit the data for the number of lots that apply.
Data Structure
This structure is quite particular. Notice that:
-
Multiple national sub-criteria can be defined (as for the rest of criteria); and additionally
-
Multiple groups of REQUIREMENT(s) and QUESTION(s) can be defined by the buyer :
-
An additional sub-group for the type of insurance and the minimum amount required by the CA.
-
A sub-group of three QUESTION(s) for the economic operator to answer (amount, and two questions to be answered as "Yes" or "No"; and
-
The possibility of attaching an evidence per each insurance.
-
The XML example below illustrates all this. The values used in the example are the same as the ones in the spread-sheet.
Figure 143. 'risk indemnity insurance' criterion data structure
XML Example
'Risk indemnity insurance' criterion (Procedure with Lots)
<!... header elements removed for brevity -->
<!-- Criterion:Professional risk indemnity insurance -->
<cac:TenderingCriterion>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">7604bd40-4462-4086-8763-a50da51a869c</cbc:ID>
<cbc:CriterionTypeCode listID="http://publications.europa.eu/resource/authority/criterion" listAgencyID="OP" listVersionID="20210616-0">indem-insu</cbc:CriterionTypeCode>
<cbc:Name>Professional risk indemnity insurance</cbc:Name>
<cbc:Description>The insured amount in its professional risk indemnity insurance is the following:</cbc:Description>
<cac:ProcurementProjectLotReference>
<cbc:ID schemeID="Criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">LOT-00000</cbc:ID>
</cac:ProcurementProjectLotReference>
<cac:ProcurementProjectLotReference>
<cbc:ID schemeID="Criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">LOT-00001</cbc:ID>
</cac:ProcurementProjectLotReference>
<cac:SubTenderingCriterion>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">e6b21867-95b5-4549-8180-f4673219b179</cbc:ID>
<cbc:Name>[Name of the National Criterion]</cbc:Name>
<cbc:Description>[Description of the National Criterion ]</cbc:Description>
<cac:TenderingCriterionPropertyGroup>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">8c39b505-8abe-44fa-a3e0-f2d78b9d8224</cbc:ID>
<cbc:PropertyGroupTypeCode listID="property-group-type" listAgencyID="OP" listVersionID="3.1.0">ON*</cbc:PropertyGroupTypeCode>
<cac:TenderingCriterionProperty>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">7c7c04a7-6975-4de2-872c-90b303745eaa</cbc:ID>
<cbc:Description>[Additional information; e.g. no evidences online]</cbc:Description>
<cbc:TypeCode listID="criterion-element-type" listAgencyID="OP" listVersionID="3.1.0">CAPTION</cbc:TypeCode>
<cbc:ValueDataTypeCode listID="response-data-type" listAgencyID="OP" listVersionID="3.1.0">NONE</cbc:ValueDataTypeCode>
</cac:TenderingCriterionProperty>
<cac:TenderingCriterionProperty>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">4b299dd0-02f0-4360-bb44-c4457a3a859e</cbc:ID>
<cbc:Description>Your Answer</cbc:Description>
<cbc:TypeCode listID="criterion-element-type" listAgencyID="OP" listVersionID="3.1.0">QUESTION</cbc:TypeCode>
<cbc:ValueDataTypeCode listID="response-data-type" listAgencyID="OP" listVersionID="3.1.0">INDICATOR</cbc:ValueDataTypeCode>
</cac:TenderingCriterionProperty>
</cac:TenderingCriterionPropertyGroup>
</cac:SubTenderingCriterion>
<cac:Legislation>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">d8d5b26e-239e-4cc2-9ac7-244dea49397b</cbc:ID>
<cbc:Title>[Legislation title]</cbc:Title>
<cbc:Description>[Legislation description]</cbc:Description>
<cbc:JurisdictionLevel>EU</cbc:JurisdictionLevel>
<cbc:Article>[Article, e.g. Article 2.I.a]</cbc:Article>
<cbc:URI>http://eur-lex.europa.eu/</cbc:URI>
<cac:Language>
<cbc:LocaleCode listID="language" listAgencyName="OP" listVersionID="20211208-0">ENG</cbc:LocaleCode>
</cac:Language>
</cac:Legislation>
<cac:TenderingCriterionPropertyGroup>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">83e3dcc4-c9b3-47e5-9fb8-ffd8386679f1</cbc:ID>
<cbc:PropertyGroupTypeCode listID="property-group-type" listAgencyID="OP" listVersionID="3.1.0">ON*</cbc:PropertyGroupTypeCode>
<cac:TenderingCriterionProperty>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">c6b76697-ef10-401a-8707-b5e00d288bd7</cbc:ID>
<cbc:Description>Type of insurance</cbc:Description>
<cbc:TypeCode listID="criterion-element-type" listAgencyID="OP" listVersionID="3.1.0">REQUIREMENT</cbc:TypeCode>
<cbc:ValueDataTypeCode listID="response-data-type" listAgencyID="OP" listVersionID="3.1.0">DESCRIPTION</cbc:ValueDataTypeCode>
<!-- No answer is expected here from the economic operator, as this is a REQUIREMENT issued by the buyer. Hence the element 'cbc:ValueDataTypeCode' contains the type of value of the requirement issued by the buyer -->
<cbc:ExpectedDescription>[Description of the type of insurance]</cbc:ExpectedDescription>
</cac:TenderingCriterionProperty>
<cac:TenderingCriterionProperty>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">a1155e6d-3e8f-4fe4-803a-f754b56dfde7</cbc:ID>
<cbc:Description>Minimum amount</cbc:Description>
<cbc:TypeCode listID="criterion-element-type" listAgencyID="OP" listVersionID="3.1.0">REQUIREMENT</cbc:TypeCode>
<cbc:ValueDataTypeCode listID="response-data-type" listAgencyID="OP" listVersionID="3.1.0">AMOUNT</cbc:ValueDataTypeCode>
<!-- No answer is expected here from the economic operator, as this is a REQUIREMENT issued by the buyer. Hence the element 'cbc:ValueDataTypeCode' contains the type of value of the requirement issued by the buyer -->
<cbc:ExpectedAmount currencyID="EUR">50000</cbc:ExpectedAmount>
</cac:TenderingCriterionProperty>
<cac:SubsidiaryTenderingCriterionPropertyGroup>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">0e50931d-4d39-4f1d-9fdc-b2cf16c0807a</cbc:ID>
<cbc:PropertyGroupTypeCode listID="property-group-type" listAgencyID="OP" listVersionID="3.1.0">ON*</cbc:PropertyGroupTypeCode>
<cac:TenderingCriterionProperty>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">9ec9f970-67b3-4bff-9f3b-c1fc5f7bcd4b</cbc:ID>
<cbc:Description>Does the EO fulfil the criteria by itself?</cbc:Description>
<cbc:TypeCode listID="criterion-element-type" listAgencyID="OP" listVersionID="3.1.0">QUESTION</cbc:TypeCode>
<cbc:ValueDataTypeCode listID="response-data-type" listAgencyID="OP" listVersionID="3.1.0">INDICATOR</cbc:ValueDataTypeCode>
</cac:TenderingCriterionProperty>
<cac:SubsidiaryTenderingCriterionPropertyGroup>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">fe557ed0-2387-478f-a9be-d0f3457c088e</cbc:ID>
<cbc:PropertyGroupTypeCode listID="property-group-type" listAgencyID="OP" listVersionID="3.1.0">ONFALSE</cbc:PropertyGroupTypeCode>
<cac:TenderingCriterionProperty>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">dbb1d777-035b-4416-a44d-8784f24f0f4a</cbc:ID>
<cbc:Description>In the case of no - Relied upon or not</cbc:Description>
<cbc:TypeCode listID="criterion-element-type" listAgencyID="OP" listVersionID="3.1.0">QUESTION</cbc:TypeCode>
<cbc:ValueDataTypeCode listID="response-data-type" listAgencyID="OP" listVersionID="3.1.0">INDICATOR</cbc:ValueDataTypeCode>
</cac:TenderingCriterionProperty>
<cac:SubsidiaryTenderingCriterionPropertyGroup>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">e296a1cc-83d3-48ac-b4e4-7e7d0ae0af25</cbc:ID>
<cbc:PropertyGroupTypeCode listID="property-group-type" listAgencyID="OP" listVersionID="3.1.0">ONTRUE</cbc:PropertyGroupTypeCode>
<cac:TenderingCriterionProperty>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">87f5c345-0da9-4b69-9b08-d0f944ef5be8</cbc:ID>
<cbc:Description>Name of the entity</cbc:Description>
<cbc:TypeCode listID="criterion-element-type" listAgencyID="OP" listVersionID="3.1.0">QUESTION</cbc:TypeCode>
<cbc:ValueDataTypeCode listID="response-data-type" listAgencyID="OP" listVersionID="3.1.0">DESCRIPTION</cbc:ValueDataTypeCode>
</cac:TenderingCriterionProperty>
<cac:TenderingCriterionProperty>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">fcf81003-4f49-4ac4-96c1-b168803e0ced</cbc:ID>
<cbc:Description>ID of the entity</cbc:Description>
<cbc:TypeCode listID="criterion-element-type" listAgencyID="OP" listVersionID="3.1.0">QUESTION</cbc:TypeCode>
<cbc:ValueDataTypeCode listID="response-data-type" listAgencyID="OP" listVersionID="3.1.0">ECONOMIC_OPERATOR_IDENTIFIER</cbc:ValueDataTypeCode>
</cac:TenderingCriterionProperty>
</cac:SubsidiaryTenderingCriterionPropertyGroup>
</cac:SubsidiaryTenderingCriterionPropertyGroup>
</cac:SubsidiaryTenderingCriterionPropertyGroup>
<cac:SubsidiaryTenderingCriterionPropertyGroup>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">42dc8062-974d-4201-91ba-7f2ea90338fd</cbc:ID>
<cbc:PropertyGroupTypeCode listID="property-group-type" listAgencyID="OP" listVersionID="3.1.0">ON*</cbc:PropertyGroupTypeCode>
<cac:TenderingCriterionProperty>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">e39f4a01-e593-49a0-b771-d6a5dbd6e2f2</cbc:ID>
<cbc:Description>Amount</cbc:Description>
<cbc:TypeCode listID="criterion-element-type" listAgencyID="OP" listVersionID="3.1.0">QUESTION</cbc:TypeCode>
<cbc:ValueDataTypeCode listID="response-data-type" listAgencyID="OP" listVersionID="3.1.0">AMOUNT</cbc:ValueDataTypeCode>
</cac:TenderingCriterionProperty>
<cac:TenderingCriterionProperty>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">e2610238-0ced-470d-9f8d-90cc5ab62bf1</cbc:ID>
<cbc:Description>As an EO I will commit to obtain the minimum amount required</cbc:Description>
<cbc:TypeCode listID="criterion-element-type" listAgencyID="OP" listVersionID="3.1.0">QUESTION</cbc:TypeCode>
<cbc:ValueDataTypeCode listID="response-data-type" listAgencyID="OP" listVersionID="3.1.0">INDICATOR</cbc:ValueDataTypeCode>
</cac:TenderingCriterionProperty>
<cac:TenderingCriterionProperty>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">095f0646-cd60-4833-b8ee-3df16daa66c3</cbc:ID>
<cbc:Description>I am exempt</cbc:Description>
<cbc:TypeCode listID="criterion-element-type" listAgencyID="OP" listVersionID="3.1.0">QUESTION</cbc:TypeCode>
<cbc:ValueDataTypeCode listID="response-data-type" listAgencyID="OP" listVersionID="3.1.0">INDICATOR</cbc:ValueDataTypeCode>
</cac:TenderingCriterionProperty>
</cac:SubsidiaryTenderingCriterionPropertyGroup>
<cac:SubsidiaryTenderingCriterionPropertyGroup>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">7458d42a-e581-4640-9283-34ceb3ad4345</cbc:ID>
<cbc:PropertyGroupTypeCode listID="property-group-type" listAgencyID="OP" listVersionID="3.1.0">ON*</cbc:PropertyGroupTypeCode>
<cac:TenderingCriterionProperty>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">96c40e5c-c969-4776-8176-98bb76e70f2e</cbc:ID>
<cbc:Description>Is this information available electronically?</cbc:Description>
<cbc:TypeCode listID="criterion-element-type" listAgencyID="OP" listVersionID="3.1.0">QUESTION</cbc:TypeCode>
<cbc:ValueDataTypeCode listID="response-data-type" listAgencyID="OP" listVersionID="3.1.0">INDICATOR</cbc:ValueDataTypeCode>
</cac:TenderingCriterionProperty>
<cac:SubsidiaryTenderingCriterionPropertyGroup>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">41dd2e9b-1bfd-44c7-93ee-56bd74a4334b</cbc:ID>
<cbc:PropertyGroupTypeCode listID="property-group-type" listAgencyID="OP" listVersionID="3.1.0">ONTRUE</cbc:PropertyGroupTypeCode>
<cac:TenderingCriterionProperty>
<cbc:ID schemeID="criterion" schemeAgencyID="OP" schemeVersionID="3.1.0">d2713efc-f0a6-4a7c-909e-8782a98ad7c2</cbc:ID>
<cbc:Description>Evidence Supplied</cbc:Description>
<cbc:TypeCode listID="criterion-element-type" listAgencyID="OP" listVersionID="3.1.0">QUESTION</cbc:TypeCode>
<cbc:ValueDataTypeCode listID="response-data-type" listAgencyID="OP" listVersionID="3.1.0">EVIDENCE_IDENTIFIER</cbc:ValueDataTypeCode>
</cac:TenderingCriterionProperty>
</cac:SubsidiaryTenderingCriterionPropertyGroup>
</cac:SubsidiaryTenderingCriterionPropertyGroup>
</cac:TenderingCriterionPropertyGroup>
</cac:TenderingCriterion>
<!--... rest of elements removed for brevity... -->
