Tableau Development, Support and Training Services Lancashire

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

2015/S 042-072402

Contract notice


Directive 2004/18/EC

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

Internet address(es):

General address of the contracting authority:

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

Body governed by public law

I.3)Main activity


I.4)Contract award on behalf of other contracting authorities

The contracting authority is purchasing on behalf of other contracting authorities: no

Section II: Object of the contract


II.1.1)Title attributed to the contract by the contracting authority:

Tableau Development, Support and Training Services.

II.1.2)Type of contract and location of works, place of delivery or of performance

Service category No 7: Computer and related services
NUTS code

II.1.3)Information about a public contract, a framework agreement or a dynamic purchasing system (DPS)

The notice involves a public contract
II.1.4)Information on framework agreement

II.1.5)Short description of the contract or purchase(s)

The University of Central Lancashire (UCLan) is a World Class modern teaching and research University with campuses in Preston, Burnley, Westlakes and Cyprus. Within a changing Higher Education environment and increasing competition from national and international peers, UCLan recognises the importance of developing BI to enable decision makers to make evidence-based decisions more readily. The key drivers are:
— 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)

The contract is covered by the Government Procurement Agreement (GPA): no


This contract is divided into lots: yes
Tenders may be submitted for one or more lots

II.1.9)Information about variants

Variants will be accepted: no
II.2)Quantity or scope of the contract
II.2.1)Total quantity or scope:

II.2.2)Information about options

Options: yes
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

This contract is subject to renewal: yes

II.3)Duration of the contract or time limit for completion

Starting 30.6.2015. Completion 29.6.2019

Section III: Legal, economic, financial and technical information

III.1)Conditions relating to the contract
III.1.1)Deposits and guarantees required:
III.1.2)Main financing conditions and payment arrangements and/or reference to the relevant provisions governing them:
III.1.3)Legal form to be taken by the group of economic operators to whom the contract is to be awarded:
III.1.4)Other particular conditions
III.2)Conditions for participation
III.2.1)Personal situation of economic operators, including requirements relating to enrolment on professional or trade registers
III.2.2)Economic and financial ability
III.2.3)Technical capacity
III.2.4)Information about reserved contracts
III.3)Conditions specific to services contracts
III.3.1)Information about a particular profession

III.3.2)Staff responsible for the execution of the service

Legal persons should indicate the names and professional qualifications of the staff responsible for the execution of the service: no

Section IV: Procedure

IV.1)Type of 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

Envisaged number of operators: 5
IV.1.3)Reduction of the number of operators during the negotiation or dialogue
IV.2)Award criteria

IV.2.1)Award criteria

The most economically advantageous tender in terms of the criteria stated in the specifications, in the invitation to tender or to negotiate or in the descriptive document

IV.2.2)Information about electronic auction

An electronic auction will be used: no
IV.3)Administrative information

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

Payable documents: no

IV.3.4)Time limit for receipt of tenders or requests to participate

IV.3.5)Date of dispatch of invitations to tender or to participate to selected candidates

IV.3.6)Language(s) in which tenders or requests to participate may be drawn up

IV.3.7)Minimum time frame during which the tenderer must maintain the tender
IV.3.8)Conditions for opening of tenders

Section VI: Complementary information

VI.1)Information about recurrence

VI.2)Information about European Union funds

The contract is related to a project and/or programme financed by European Union funds: no
VI.3)Additional information
VI.4)Procedures for appeal
VI.4.1)Body responsible for appeal procedures
VI.4.2)Lodging of appeals
VI.4.3)Service from which information about the lodging of appeals may be obtained

VI.5)Date of dispatch of this notice: