CLIENT: City of Oxbow Rapids🇨🇦Canada

Tumpline - Contract Lifecycle Management for an Ontario City

Contract Lifecycle System for a Canadian Municipality

Designed and built a clickable contract lifecycle system for an Ontario city of about 140,000 residents: one register for every contract from award to close, variations checked against the city's delegated authority thresholds, a renewals board that never lets a contract lapse without a decision, and insurance, WSIB and bond expiries on every contract.

Scope of Work
Product design, UI build and clickable demo
Industry
Procurement & ESG / Procurement Contracts
Enterprise
Compliance & Certifications
Municipal Act, 2001CFTACETABuy Ontario ActMFIPPAAODAWCAG 2.0 AAElectronic Commerce Act, 2000Construction Act (Ontario)

Most of our work is under NDA. Per agreement, we can share the work but not the company details - all names and identifying information shown here have been changed.

Impact

6 Screens
Clickable end to end

Dashboard, contract register with quick view and a create-from-award modal, contract detail with 7 tabs, the renewals board, the variations list and variation detail.

4 Levels
Variation authority enforced

Contract manager up to CAD 50,000, department head up to CAD 250,000, Director of Procurement up to CAD 500,000 and the CAO above, with procurement review over 10% cumulative and a council report over 20%. Illustrative by-law settings.

5 Columns
Renewal decisions on one board

Decision needed, renewing, re-tendering, letting expire and lapsed, over a 90, 180 or 365 day horizon. Notice deadlines turn amber at 60 days and red at 30.

27 Contracts
Realistic demo data

21 suppliers, 17 variations, 24 obligations, 11 departments and 14 staff users, with compliance documents, ERP invoice references, approval routes and e-signature envelopes.

The Problem

Oxbow Rapids held about 1,400 active contracts in a shared drive of signed PDFs, a spreadsheet kept by one procurement officer and the memory of each department's project lead. Renewal options lapsed, services ran on after expiry, change orders were approved by email, and insurance and WSIB certificates expired unnoticed. A council request for every contract over CAD 100,000 took three weeks to answer.

Our Solution

Tumpline picks up where the tender ends. A contract is created from the award without re-keying, then tracked through signature, delivery, variation, renewal and close. Every variation is checked against the city's by-law thresholds before it routes for approval, and every expiry, notice deadline and certificate is in view before it is missed.

The Challenge: Keeping 1,400 Contracts Inside the By-law

An Ontario city contracts under its own Procurement By-law, Canada's trade agreements, access to information law and accessibility law, across eleven departments that each think of a contract as their own.

Variations Without the Right Approval

The city's by-law sets who may vary a contract and at what value. Approved by email, several contracts had grown well past their awarded value without that approval, and nobody tracked when cumulative changes should have gone to council.

Expiries Nobody Saw Coming

No one could say which contracts expired in the next six months. Renewal options lapsed because the notice deadline passed unnoticed, and some services kept running after expiry with no contract cover.

Trade Agreement Coverage After Award

Municipalities are generally covered by the CFTA and, above higher thresholds, by CETA. A contract has to keep the coverage set at award, and a variation that looks like an unplanned extension of scope needs a procurement review.

Disclosure Without a Record

Under MFIPPA the public can request municipal contracts, subject to exemptions such as third-party commercial information. One request took two months because nobody knew which version was signed or what the supplier had marked confidential.

Our Approach: From the Procurement By-law to a Clickable System

01

Spec and Rules Research

Mapped 10 user roles from contract managers and Legal to the Clerk's Office, suppliers and the public, and 37 screens across staff, supplier portal and public disclosure pages. Defined the data model for contracts, awards, versions, clauses, approval routes, obligations, variations, renewals, ERP references and publications, and wrote down the rules the design follows: the Municipal Act, CFTA and CETA, the Buy Ontario Act, MFIPPA, AODA, the Electronic Commerce Act and the Construction Act.

02

Clickable Demo on a Production UI Kit

Built 6 key screens on a production workspace kit: the dashboard with KPIs, pipeline against target age and a 12-month expiry timeline, the contract register with saved views and a blocked-supplier check on create, contract detail with value, term and compliance cards, the drag-and-drop renewals board, and variations with the threshold check, procurement review checklist and approval route. All actions run on local state.

03

What a Production Build Adds

Awards from the tender system, the vendor record, Ontario Business Registry and Corporations Canada checks, DocuSign or Adobe Acrobat Sign, the city's ERP for POs and invoices, WSIB clearance lookups, records management, CKAN open data publication and Microsoft Entra ID sign-in. Plus negotiation, templates and the clause library, approvals and signing queues, redaction review, the supplier portal, public pages and a tamper-evident audit log.

Why It Works: The By-law Built Into Every Change

Threshold Check Before Approval

Each variation shows awarded value, previous approved variations, this change, the new total and cumulative %, compared with every authority level. It names the approver it needs, flags procurement review and says whether a council report is triggered, citing the approval matrix version in force.

Thresholds Are Settings, Not Code

Approval levels, review and council triggers and trade agreement thresholds are the city's own by-law values, entered by the legal team with their source and effective date. Each contract keeps the versions that applied when it was created or varied.

One Page for One Contract

Contract detail puts the lifecycle rail, award reference, trade agreement flags, Ontario business and accessibility fields, the value path from awarded to current, holdback on construction and insurance, WSIB and bond expiries in one place, with obligations, payments and approvals a tab away.

Nothing Lapses Without a Decision

The renewals board puts every contract ending in the horizon in a column, with its option, notice deadline, last supplier score and value used. A contract that expires with no decision lands in Lapsed, where everyone can see it.

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