Tableau Development, Support and Training Services Lancashire
Tableau content development support is required to enable the in-house team to become self-sufficient in report production (via consultancy/training sessions), to commence following completion of this tendering process..
United Kingdom-Preston: Business intelligence software development services
Section I: Contracting authority
I.1)Name, addresses and contact point(s)
University of Central Lancashire
Purchasing Office, Sizer Building
For the attention of: Leanne Horton
PR1 2HE Preston
Telephone: +44 1772892220
Fax: +44 1772892954
General address of the contracting authority: https://in-tendhost.co.uk/universitycentrallancs/aspx/Home
Further information can be obtained from: The above mentioned contact point(s)
Specifications and additional documents (including documents for competitive dialogue and a dynamic purchasing system) can be obtained from: The above mentioned contact point(s)
Tenders or requests to participate must be sent to: The above mentioned contact point(s)
I.2)Type of the contracting authority
I.4)Contract award on behalf of other contracting authorities
Section II: Object of the contract
II.1.1)Title attributed to the contract by the contracting authority:
II.1.2)Type of contract and location of works, place of delivery or of performance
Service category No 7: Computer and related services
II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)
II.1.5)Short description of the contract or purchase(s)
— Integrated and trusted information is needed to help UCLan understand how to continue to attract students and funding, improve operational efficiency, measure progress, spot trends and alter University plans and behaviours accordingly.
— Students and funding bodies are increasingly diligent and discerning when committing funds and are demanding increased ‘proof of credibility’ and ‘evidence of value’.
The University’s processes for meeting both internal and external reporting requirements have been identified as inefficient. Compiling data taken from multiple systems in different departments often requires manual, time-consuming processes that are resource intensive. There are some requirements that currently cannot be met.
To address these issues the University is undertaking an initiative to improve two core areas of its information architecture:
1. Information Management — the gathering of information from across the University’s multiple systems and different departments to be available as a single source for all business critical reporting, performance analysis and decision-making needs.
2. Information Governance — the processes, procedures, roles and tools to ensure University-wide alignment for how data and information are captured, managed, moved and used – assuring quality, integrity and consistency of data and how data is used.
As part of this work, a data warehouse is being developed and currently contains select information from the University’s student record system, with plans to expand it to include data from other systems. This data warehouse is being developed using WhereScape RED.
The University has invested in Tableau software (server version, plus seven desktop licences for use by the development team) and has been developing workbooks based on data in both the data warehouse and other static datasets, to provide management information to staff across the University. A small team from the Strategic Development Service and Learning and Information Services is developing skills in producing and publishing Tableau workbooks on the server. This tender aims to secure the following services:
— Tableau content development support is required to enable the in-house team to become self-sufficient in report production (via consultancy/training sessions), to commence following completion of this tendering process.
— Tableau licensing and maintenance support, following the completion of the current support contract on 31.12.2015.
— Training for new users of Tableau desktop and those who wish to make full use of Tableau server capabilities (without a desktop licence), to commence following completion of this tendering process.
Knowledge transfer in data warehouse development skills is being addressed via a separate contract, which has previously been awarded. The successful bidder will be expected to work effectively with the consultants supporting this contract, to ensure an effective, joined up approach to management information within UCLan.
The requirements of the Tableau Development, Support and Training Services Tender are presented as 2 Lots.
Lot 1 — Tableau content development and licensing/maintenance support
The University has purchased seven Tableau desktop licences and a server licence and is making good progress in developing high quality interactive visualisations based on key datasets. A mixture of static, standalone datasets and ‘live’ data from the newly established data warehouse are being used as sources.
Support and help is sought with the following aspects of content development:
— Further developing the skills of the team in content development/data visualisation.
— Developing the skills of the team in working with more complex and ‘live’ datasets as they are brought into our newly established data warehouse, to produce effective management information and intelligence in Tableau.
— Further developing the understanding of the team to enable us to identify in each case the advantages/disadvantages of bringing specific datasets into the data warehouse vs working with static files, resulting in effective prioritisation of resources and maximum availability of management information.
— Further developing the understanding of the team to enable us to identify where analysis/coding should take place within the data warehouse and where it should be undertaken within Tableau.
— Advising on effective governance arrangements to enable end-users to access the full range of capabilities within Tableau server, whilst safeguarding the integrity of centrally-developed content.
— Potentially, at times of significant workload, help may be required in developing Tableau content to enable key deadlines to be met.
On completion of our current arrangements for licensing/maintenance support, we will include this provision under Lot 1. From 1.1.2016, we will therefore be looking for 8 Core Tableau Server Maintenance (Unlimited Users) and a minimum of seven Tableau Desktop Professional Maintenance.
Lot 2 — Training for new users
In order to ensure that the University is able to make best use of Tableau, whilst allowing staff who are developing proficiency to focus on the development of content, support is required to train new users. Such requirements are likely to include the following:
— Training for new users of Tableau desktop;
— Training for end-users without a desktop licence to enable them to make full use of the capabilities of Tableau server to self-serve their more detailed management information requirements;
— Training the trainer – the University has an experienced IT training team and the provision of training on Tableau server may be brought in-house in the longer-term.
Training should be provided on campus. The University’s IT training rooms can cater for a maximum of 12 participants.
All training materials are to be supplied by the successful bidder.
The successful bidder will be expected to advise on essential/desirable pre-requisites for training (prior knowledge, skills, experience, etc.), to enable the university to select appropriate trainees.
II.1.6)Common procurement vocabulary (CPV)
II.1.7)Information about Government Procurement Agreement (GPA)
Tenders may be submitted for one or more lots
II.1.9)Information about variants
II.2.2)Information about options
Description of these options: 1 year contract, with option to extend for a further 3 x 1 year periods.
II.2.3)Information about renewals
II.3)Duration of the contract or time limit for completion
Section III: Legal, economic, financial and technical information
III.3.2)Staff responsible for the execution of the service
Section IV: Procedure
IV.1.1)Type of procedure
IV.1.2)Limitations on the number of operators who will be invited to tender or to participate
IV.2.2)Information about electronic auction
IV.3.1)File reference number attributed by the contracting authority:
IV.3.2)Previous publication(s) concerning the same contract
IV.3.3)Conditions for obtaining specifications and additional documents or descriptive document
IV.3.4)Time limit for receipt of tenders or requests to participate
IV.3.6)Language(s) in which tenders or requests to participate may be drawn up
Section VI: Complementary information
VI.2)Information about European Union funds
VI.5)Date of dispatch of this notice: