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LEGO299 End-to-End Reporting, Budgeting, Forecasting and Financial Reporting Solution

The Office for Legal Complaints

This public procurement record has 1 release in its history.

Tender

02 Nov 2026 at 11:47

UK4 - Tender Notice
Summary of the contracting process

The Office for Legal Complaints (LeO) is procuring an end-to-end budgeting, forecasting and financial reporting solution. The service must automate LeO’s existing finance processes, connect with relevant source systems and be usable by its Finance team after implementation. The required solution covers budgeting, forecasting, actuals and reporting, with requirements also extending to workforce, procurement and capital information. It includes financial analysis and accounting software, forecasting tools and automation. Delivery is across the United Kingdom. LeO must retain ownership and control of the finished solution, including any bespoke development, and be able to operate, maintain and develop it itself or through another provider.

LeO invited offers through a below-threshold open competition for a single lot. The buyer set 16 November 2026 at 17:00 as the deadline for enquiries and 30 November 2026 at 16:00 as the tender submission deadline. The contract period is 4 January to 31 March 2027. The estimated price is £100,000 excluding VAT (£120,000 including VAT). Evaluation is weighted 95% on quality and 5% on price: functional fit accounts for 30%, integration 20%, implementation, testing, training and warranty 20%, ease of use and reporting 15%, and controls, security and governance 10%. Price assessment considers a fixed delivery price, completeness and unavoidable recurring or third-party costs. The opportunity is identified as suitable for SMEs.

This suits suppliers able to deliver a complete operational finance-planning and reporting system, rather than software alone: the requirement includes implementation and integration with Sage Intacct, HR and other systems. Strong bids will demonstrate automated processes and reconciliation controls, practical dashboards and budget-holder workflows, commentary and report exports, and appropriate audit trails, access controls, approvals, data retention and protection of sensitive information. Suppliers need a credible plan for implementation, testing, acceptance, training, documentation and warranty support. They must define ownership, licensing and hosting, and responsibilities for administration, security, backup, recovery and support, including any third-party components. At completion, LeO requires product and licence keys, administrator credentials and full source code for bespoke work so it can operate and maintain the solution without unnecessary supplier dependence.

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Notice Information

Notice Title

LEGO299 End-to-End Reporting, Budgeting, Forecasting and Financial Reporting Solution

Notice Description

A fit-for-purpose budgeting, forecasting and financial reporting solution that automates LeO's existing Finance processes, integrates with relevant source systems and can be operated by Finance following implementation.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-07956a
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/103664-2026
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
UK4 - Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Below threshold - open competition
Tender Suitability
SME
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

48 - Software package and information systems

66 - Financial and insurance services

72 - IT services: consulting, software development, Internet and support

CPV Codes

48921000 - Automation system

48990000 - Spreadsheets and enhancement software package

66171000 - Financial consultancy services

72212440 - Financial analysis and accounting software development services

72212460 - Analytical, scientific, mathematical or forecasting software development services

Notice Value(s)

Tender Value
£100,000 £100K-£500K
Lots Value
£100,000 £100K-£500K
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
2 Nov 2026Today
Submission Deadline
30 Nov 20264 weeks to go
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
4 Jan 2027 - 31 Mar 2027 1-6 months
Recurrence
Not specified

Notice Status

Tender Status
Active
Lots Status
Active
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
The Office for Legal Complaints
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
BIRMINGHAM
Postcode
B1 2RA
Postcode Area
Birmingham
Country
England
Major Region (ITL 1)
TLG West Midlands (England)
Basic Region (ITL 2)
TLG3 West Midlands
Small Region (ITL 3)
TLG31 Birmingham
Delivery Location
Not specified
Local Authority
Birmingham
Electoral Ward
Ladywood
Westminster Constituency
Birmingham Ladywood

Further Information

Notice Documents

  • https://www.find-tender.service.gov.uk/Notice/103664-2026
    2nd November 2026 - Tender notice on Find a Tender
  • https://www.find-tender.service.gov.uk/Notice/Attachment/A-25001
    LeO requires a complete, operational budgeting, forecasting and reporting solution. Suppliers must clearly set out the proposed ownership, licensing and hosting arrangements, identify any supplier-owned or third-party components required to operate the solution, and define the responsibilities of LeO, the supplier and any hosting provider for administration, security, backup, recovery and support. LeO must retain full ownership and control of the final solution. On completion, the supplier must provide all relevant product and licence keys, administrative credentials and complete source code for bespoke development, enabling LeO or its appointed third party to operate, maintain, support and further develop the solution without unnecessary reliance on the supplier.

Open Contracting Data Standard (OCDS)

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