THE CROWN ESTATE Celtic Sea Floating Offshore Wind Leasing Round 5 User Guide

THE CROWN ESTATE Celtic Sea Floating Offshore Wind Leasing Round 5

Introduction

The information supplied by The Crown Estate, including any information supplied through the Portal, has been prepared by The Crown Estate in good faith but does not purport to be comprehensive or tohave been independently verified. Bidders should  not rely on the information supplied by The Crown Estate, including that contained within the Portal, and should carry out their own due diligence to verify the accuracy of such information.

This guide is provided to help prospective Bidders register on The Crown Estate’s Jaggaer portal (the Portal) and provide an early indication of their interest in participating in the Celtic Sea Floating Offshore Wind Leasing Round 5 (Round 5) through the Portal.

Such early indications are intended to be for information purposes only and will not be binding.

Round 5 will commence when the relevant contract notice is published via the Find a Tender service and the PQQ documents are made available through the Portal.

Prospective Bidders that have registered on the Portal will be notified when the contract notice is published, expected to be late February 2024.
Due to the Portal configuration, this early indication of interest resides within the “PQQ” section of the Portal (see Section 6 below). For the avoidance of doubt, this represents a non-mandatory early indication of interest in Round 5 and is not the Round 5 PQQ.

Note: For the purposes of the Portal, prospective Bidders are referred to as ‘Suppliers’ and The Crown Estate is referred to as the ‘Buyer’. All Figures shown in this document are purely illustrative and may not exactly resemble the display on the Portal.

Within this guide some terms are highlighted in bold text, where such bold text is used the guide is referencing a function or section of the Portal. Other capitalised terms, not highlighted in bold text, can be referenced in the Information Memorandum (IM) Glossary published by TCE alongside this guide.

The Portal can be accessed using the following link: https://etendering.thecrownestate.co.uk

Overview

This Section provides an overview of the different Sections of this guide. The guidance in this document can be used by you to help complete the registration process and answer the Early Indication of Interest in Round 5 Questions.

Figure 1 – Overview of the registration process and answering the Early Indication of Interest in Round 5 Questions.

Landing Screen

This Section describes how you can register and create an account from the landing screen section of the Portal.

The following link will take you to the landing screen of the Portal: https://etendering.thecrownestate.co.uk

We recommend clicking on How to register and viewing the video guidance, before starting the registration process. This guidance is provided by the Portal provider, Jaggaer, a supplier to The Crown Estate.

The Register text button should be clicked to begin the registration process, as shown in Figure 2.

User Agreement – Registering an Account

This Section describes the User Agreement you will need to agree to in order to register an
account on the Portal and subsequently provide an early indication of interest in Round 5.

After clicking the Register button as shown in Figure 2, you will be prompted to review the User Agreement in respect of account creation.

To continue you will have to confirm that you have read and agree to the Portal User Agreement by clicking the I agree tick box as per Figure 3.

If you select, I do not agree, you will not be able to proceed further or access the account creation process.

Click the Next button to finalise your selection and progress to the remainder of the registration process.

If you wish to download and share the User Agreement, click the Adobe PDF File button to download a PDF version of the User Agreement.

Registration Data – Organisation Details and User Details

This Section describes how to complete the Organisation Details and User Details sections of the Registration Data page of the Portal.

The Organisation De tails entered should be for:

• the Sole Bidder if the organisation intends to participate in Round 5 as a Sole Bidder; or
• the expected lead Consortium Member where it is an expected Consortium who submits the early indication of interest in Round 5.

The User Details should be provided for an individual within your organisation who will hold overall responsibility for completing your Round 5 early indication of interest and managing other interactions with the Portal.

All questions marked with an ( ***** ) must be completed as part of the Registration Data to proceed with the registration.

After entering your Organisation Details and User Details, click the Save button to proceed as shown in Figure 4 and Figure 5.

Registration Confirmation

This Section explains how the Registration Confirmation process functions within the Portal.

After entering all necessary elements of the Registration Data, you will be taken to a Registration Confirmation page on the Portal as shown in Figure 6.

The user who provided their User Details (as described in Section 4 above) will receive an email confirming their registration to the Portal, this will contain the user’s Portal login details.

You can click the Close Window text button to close the Registration Confirmation message and return to the login landing screen.

Please Note: The email containing the Registered User’s username and temporary password can take time to be delivered to your inbox. Please allow a few hours for the email to be delivered and check for the email in your junk/spam folder before contacting Jaggaer / The Crown Estate regarding the User Registration. After receiving this email you will be able to update your password next time you login to the Portal.

Accessing the Early Indication of Interest in Round 5 Questions

This Section describes how to access the Early Indication of Interest in Round 5 Questions through the PQQs Open to All Suppliers section of the Portal.

If necessary, re-enter your login details on the landing screen to be taken to the Main Dashboard section of the Portal.

From the Main Dashboard, or elsewhere on the Portal, click the globe icon to enter the Sourcing menu as shown in Figure 7.

To access the PQQs Open to All Suppliers section of the Portal click on the PQQs text button, and then click the PQQs Open to All Suppliers text button as shown in Figure 7.

Early Indication of Interest in Round 5 Questions is listed within the PQQs Open to All Suppliers section of the Portal. To access, click on the Early Indication of Interest in Round 5 Questions text button in the PQQ Title column as per Figure 8.

It is noted per Figure 8, the PQQ Code ‘pqq_111’ is a representative example of the Portal Structure. In the Portal where you complete your early indication of interest in Round 5, the PQQ Code will be ‘pqq_95’.

Bidder Acknowledgement

This Section describes the Bidder Acknowledgement you will need to agree to in order to access the Early Indication of Interest in Round 5 Questions.

When you click to enter the Early Indication of Interest in Round 5 Questions for the first time (as per Figure 8) you will be prompted to review the Round 5 Bidder Acknowledgement.

To continue you will have to confirm that you have downloaded, read and agree to the Bidder Acknowledgement by clicking the I Agree to All Terms and Conditions tick box as per Figure 9.

If you select, I don’t agree, you will not be able to proceed further.

Click the Confirm button to finalise your selection and progress to the Express Interest confirmation stage of the Portal process.

Express Interest Confirmation

This Section describes how to complete the Express Interest confirmation via the Portal in order to access the Early Indication of Interest in Round 5 Questions.

After accepting the Round 5 User Agreement you will be prompted to complete the Express Interest confirmation section of the Portal.

To complete the Express Interest confirmation, you must click the Express Interest button as shown in Figure 10.

Clicking the Express Interest confirmation button will prompt an Information pop-up box to appear on the Portal. You must acknowledge the information displayed by clicking the Confirm button as shown in Figure 11.

You should note that the text contained within the Information pop-up is pre- generated by the Portal. Where the Information pop-up mentions ‘this RFI’ it is describing the information attached to the specific Early Indication of Interest in Round 5 Questions you accessed as part of Section 6 of this guide. The information and documentation attached to the Early Indication of Interest in Round 5 Questions will subsequently be accessible from the My PQQs section of the Portal as explained in Section 9 of this guide.

Clicking the Confirm button will allow you to access and take you to the Early Indication of Interest in Round 5 Questions which is explained in Sections 10.2 and 10.3 of this guide.

At this stage, Users will receive an email confirming that they have been successfully selfinvited to the Early Indication of Interest in Round 5 Questions.

My PQQs

This Section describes how to access the My PQQs section of the Portal where the Early Indication of Interest in Round 5 Questions can be accessed if you leave the Portal at any point before completing the questions and after completing the previous steps outlined in this guide.

On the Main Dashboard click the globe icon to enter the Sourcing menu.

To access the My PQQs section of the Portal click on the PQQs text button, and then click the My PQQs text button as shown in Figure 12.

The Early Indication of Interest in Round 5 Questions is listed within the My PQQs section of the Portal, to access it click on the Early Indication of Interest in Round 5 Questions text button in the PQQ Title column as shown in Figure 13 which will take you to the PQQ Response Management Area.

Accessing the Early Indication of Interest in Round 5 Questions

This Section describes how to access the Early Indication of Interest in Round 5 Questions on the Portal.

After entering the Early Indication of Interest in Round 5 Questions, you will enter the Response Management Area of the Portal. To complete the Early Indication of Interest in Round 5 Questions click on the My Response text button as shown below in Figure 14.

From within the My Response section, click on the Intend to Respond button as shown in Figure 15 which will allow you to complete the Early Indication of Interest in Round 5 Questions.

Completing the Early Indication of Interest in Round 5 Questions

This Section explains how to complete the Early Indication of Interest in Round 5 Questions.

The Early Indication of Interest in Round 5 Questions is contained within the Qualification Response Envelope which is accessible from the My Response section of the Portal.

To enter the Qualification Response Envelope, click on the blue Qualification Response text button in the Envelope column of the My Response page or click the Pencil icon button next to the Qualification Response heading as shown in Figure 16.

Within the Qualification Response Envelope there are three questions for you to answer, the Early Indication of Interest in Round 5 Questions.

To answer question Early Indication of Interest: Question 1 (mandatory question), review the text within the Question column, if you accept to be bound by the text within the Question column and wish to provide an early indication of interest in Round 5, answer the ‘Yes or No’ question by selecting the Yes option via the drop-down menu. Note, if the No option is entered you will not provide an early indication of interest in Round 5, and TCE may remove your access to the Portal.

To answer question Early Indication of Interest: Question 2 (mandatory question), review the text within the Question column and select one of the options.

To answer question Early Indication of Interest: Question 3 (non-mandatory question), review the text within the Question column and enter the relevant names of Consortium Members within the text box, or type N/A or leave the text box blank if not applicable.

Having answered all three questions, click the Save And Exit Response button as shown in Figure 17 below. This will not submit your response but instead save your answer and return you to the My Response page of the Portal.

To submit your response to the Early Indication of Interest in Round 5 Questions click the Submit Response button as shown in Figure 18. You will not be able to submit your response unless the mandatory questions have been completed.

After submitting your response, you will receive a confirmation email stating that your response was submitted.

Please Note: The email containing the confirmation that your response was submitted can take time to be delivered to your inbox. Please allow a few hours for the email to be delivered and check for the email in your junk/spam folder before contacting Jaggaer or The Crown Estate regarding submission of your response.

You will not be automatically granted Portal access to the Round 5 PQQ by completing the Early Indication of Interest in Round 5 Questions. The Round 5 PQQ will commence in late February 2024, when the relevant contract notice is published via the Find a Tender service, at that point TCE will notify any potential Bidder who completed the Early Indication of Interest in Round 5 Questions and who is considered to have a legitimate interest in Round 5 to register for the Round 5 PQQ via the Portal.

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Contact
Email: round5@thecrownestate.co.uk
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References

• Home | The Crown Estate
• etendering.thecrownestate.co.uk

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