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

Published 2 Nov 2026

2 Nov 2026

Deadline in 26 days

The Office for Legal Complaints

Primary CPV: 48921000 *
Automation system
Location: 🇬🇧 Birmingham, West Midlands
Value: £100,000
Contract: 3 months Duration
04/01/2027 31/03/2027
Contract Types: 48 *Software packages & information systems
Full CPV Breakdown
SME suitable: Not stated

Publisher Address

92-93 Edward Street, Birmingham, B1 2RA, United Kingdom · UKG31

Contact

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Award Criteria

Functional fit (30%)
Integration capability (20%)
Ease of use and reporting (15%)
Controls, security and governance (10%)
Implementation, testing, training and warranty (20%)
Fixed contract price and value for money (5%)

FULL DOCUMENTATION

LeO requires a complete, operational budgeting, forecasting... · Bidding Documents

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The Office for Legal Complaints

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Same CPV code

48921000 *

All notices with this CPV code

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

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.

Full CPV breakdown

48921000 — Automation system (primary)

Notice details

Buyer type: Central government
Competition: Open competition (any supplier can bid)
Contract type: Services
Procurement method: Below threshold - open competition
Main category: Services
Above threshold: No
Legal basis: UKPGA 2023/54
Notice status: Active
Submission method: Please submit tender to procurement@legalombudsman.org.uk
Enquiries close: 16 Nov 2026
Language: EN
Published: 02 Nov 2026 11:47
Deadline: 30 Nov 2026 16:00
OCID: ocds-h6vhtk-07956a
Notice ID: LEGO299 End-to-End Reporting, Budgeting, Forecasting and Financial Reporting Solution

Full notice record

75 details

Everything the publisher included in this notice, organised by section. Contact details hidden: upgrade to Pro to see

Organisations

Name	The Office for Legal Complaints
Address › Street	92-93 Edward Street
Address › Town / city	Birmingham
Address › Postcode	B1 2RA
Address › Country	GB
Address › Country	United Kingdom
Address › Region (NUTS)	UKG31
Role	buyer
Classification › Description	Public authority - central government

Buyer

Name	The Office for Legal Complaints

Tender

Title	LEGO299 End-to-End Reporting, Budgeting, Forecasting and Financial Reporting Solution
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.
Status	active
Item › CPV › CPV 1 › Description	Automation system
Item › CPV › CPV 2 › Description	Spreadsheets and enhancement software package
Item › CPV › CPV 3 › Description	Financial consultancy services
Item › CPV › CPV 4 › Description	Financial analysis and accounting software development services
Item › CPV › CPV 5 › Description	Analytical, scientific, mathematical or forecasting software development services
Item › Delivery › Region (NUTS)	UK
Item › Delivery › Country	GB
Item › Delivery › Country	United Kingdom
Value › Value incl. VAT	£120,000
Value › Value	£100,000
Value › Currency	GBP
Procedure type	open
Procedure	Below threshold - open competition
Category	services
Above threshold	No
Submission Terms › Electronic submission	Not allowed
Bidding period › End	30 Nov 2026
Questions period › End	16 Nov 2026
Other Requirements › Reserved Participation Location › Gazetteer › Identifiers	K02000001
Lot › Status	active
Lot › Value › Value incl. VAT	£120,000
Lot › Value › Value	£100,000
Lot › Value › Currency	GBP
Lot › Award criteria › Criterion › Criterion 1 › Type	quality
Lot › Award criteria › Criterion › Criterion 1 › Name	Functional fit
Lot › Award criteria › Criterion › Criterion 1 › Description	Extent to which the system meets budgeting, forecasting, actuals, reporting, HR workforce, procurement, and capital requirements.
Lot › Award criteria › Criterion › Criterion 1 › Weighting › Weight	30
Lot › Award criteria › Criterion › Criterion 1 › Weighting › Weight type	Percentage exact
Lot › Award criteria › Criterion › Criterion 2 › Type	quality
Lot › Award criteria › Criterion › Criterion 2 › Name	Integration capability
Lot › Award criteria › Criterion › Criterion 2 › Description	Strength of integration with Sage Intacct, HR and other systems, including automation and reconciliation controls.
Lot › Award criteria › Criterion › Criterion 2 › Weighting › Weight	20
Lot › Award criteria › Criterion › Criterion 2 › Weighting › Weight type	Percentage exact
Lot › Award criteria › Criterion › Criterion 3 › Type	quality
Lot › Award criteria › Criterion › Criterion 3 › Name	Ease of use and reporting
Lot › Award criteria › Criterion › Criterion 3 › Description	Quality of dashboards, budget holder experience, commentary workflow, and report exports.
Lot › Award criteria › Criterion › Criterion 3 › Weighting › Weight	15
Lot › Award criteria › Criterion › Criterion 3 › Weighting › Weight type	Percentage exact
Lot › Award criteria › Criterion › Criterion 4 › Type	quality
Lot › Award criteria › Criterion › Criterion 4 › Name	Controls, security and governance
Lot › Award criteria › Criterion › Criterion 4 › Description	Audit trail, access control, approval workflow, data retention and protection of sensitive data.
Lot › Award criteria › Criterion › Criterion 4 › Weighting › Weight	10
Lot › Award criteria › Criterion › Criterion 4 › Weighting › Weight type	Percentage exact
Lot › Award criteria › Criterion › Criterion 5 › Type	quality
Lot › Award criteria › Criterion › Criterion 5 › Name	Implementation, testing, training and warranty
Lot › Award criteria › Criterion › Criterion 5 › Description	Delivery approach, implementation plan, testing, acceptance, training, documentation and warranty support.
Lot › Award criteria › Criterion › Criterion 5 › Weighting › Weight	20
Lot › Award criteria › Criterion › Criterion 5 › Weighting › Weight type	Percentage exact
Lot › Award criteria › Criterion › Criterion 6 › Type	cost
Lot › Award criteria › Criterion › Criterion 6 › Name	Fixed contract price and value for money
Lot › Award criteria › Criterion › Criterion 6 › Description	Fixed delivery price, price completeness and any unavoidable recurring or third-party costs.
Lot › Award criteria › Criterion › Criterion 6 › Weighting › Weight	5
Lot › Award criteria › Criterion › Criterion 6 › Weighting › Weight type	Percentage exact
Lot › Suitable for › SMEs	Yes
Lot › Contract period › Start	4 Jan 2027
Lot › Contract period › End	31 Mar 2027
Document › Document 1 › Document type	Bidding documents
Document › Document 1 › Link	https://www.find-tender.service.gov.uk/Notice/Attachment/A-25001
Document › Document 2 › Document type	Tender notice
Document › Document 2 › Description	Tender notice on Find a Tender
Document › Document 2 › Link	https://www.find-tender.service.gov.uk/Notice/103664-2026
Document › Document 2 › Published	2 Nov 2026

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