Tarrow September quote approval sheet

A commercial manager and a quoting engineer reviewing a quote before it is issued

Quote approval sheet Tarrow Pump Systems Keelson

Owner: Rosalind Chau. Updated Oct 1, 2026.

Quote approvals at a glance

September quotes, counted Sep 28, 2026 1 quote held at commercial approval $14,200 tooling line Keelson team only

The approval record for every quote built for Tarrow Pump Systems in September: the inputs each quote was built from, who approved the price and the capacity commitment, and the one housing family quote that was held over a tooling line. Prepared by the Keelson quoting engineer before issue, for Rosalind Chau, vice president of engineering, and Benedict Oyelaran, commercial operations manager, at Keelson Precision Manufacturing. This page stays inside Keelson. Nine quotes were built in September, and eight were issued for $412,000 in total.

Quotes issued8September, through Sep 28
Total value issued412thousand USDsum of the 8 quotes
Held at approval1housing family quote Q-9235
Tooling exception14.2thousand USDseparate line on Q-9235

Where the quotes stand

Nine quotes were drafted. All nine were confirmed feasible. Eight passed commercial approval and were issued. The ninth, a quote for a new housing family, was held at commercial approval over a tooling line. Read the funnel from top to bottom: the narrowing between feasibility and approval is the quote that needed a decision.

What counts as an approved input

A quote is built only from inputs that are already accepted on the record. If an input is not accepted, it is shown as open and the quote does not move to the next stage.

Details
RequirementsThe accepted answers from the specification question log, on the accepted drawing revision. Housing drawings are quoted on revision D.
Feasibility decisionConfirmed by Rosalind Chau for each part family before the cost is built.
Cost inputsMaterial, casting, machining hours and finishing from the estimator workbook. Tooling is copied to the quote pack as its own line, never left in the workbook notes.
ExceptionsAny tooling, material or price exception is shown as a separate line with the amount and the name of the person who approved it.
Price and capacity commitmentApproved by Rosalind Chau. Benedict Oyelaran issues the quote only after that approval is on the record.
Validity30 days from issue. The valid-until date is printed on the quote.

The quote lines

Every September quote, with the source of its inputs and its approver. Values are the quote totals in dollars, except Q-9235, which is shown by its tooling line only. The two corrected quotes were fixed after issue and are marked.

QuotePart familyValueInput sourceApproved byResult
Q-9214Pump housings$71,000Estimator workbook, casting price list, accepted drawing revisionRosalind ChauIssued first pass
Q-9219Impellers$66,000Estimator workbook, accepted answers on the question logRosalind ChauIssued first pass
Q-9223Impellers$58,000Estimator workbook, accepted answers on the question logRosalind ChauIssued first pass
Q-9226Pump housings$49,000Estimator workbook, casting price listRosalind ChauCorrected after issue
Q-9231Mounting brackets$49,000Estimator workbook, plate and weld hoursRosalind ChauIssued first pass
Q-9228Shaft assemblies$44,000Estimator workbook, bar stock priceRosalind ChauCorrected after issue
Q-9217Pump housings$38,000Estimator workbook, casting price list, accepted drawing revisionRosalind ChauIssued first pass
Q-9233Shaft assemblies$37,000Estimator workbook, bar stock priceRosalind ChauIssued first pass
Q-9235Pump housings, new housing familyTooling line $14,200Tooling estimate, moved from the workbook to the quote packRosalind ChauHeld, then approved

The eight issued values add up to $412,000. Q-9235 is not in that total: it was issued after the Sep 28 count, so it falls in October's count.

Why two quotes were corrected. Q-9226 carried a casting cost that was one price list behind, and Q-9228 stated a lead time that differed from the quote pack. Both were corrected by Benedict Oyelaran and reissued to Ingrid Solheim, director of purchasing at Tarrow Pump Systems.

Quote values

The bars show the eight issued quotes, largest first. Two quotes, Q-9214 and Q-9219, make up $137,000 of the $412,000.

Tooling line of $14,200 held the housing family quote

Quote Q-9235 covers a new housing family. The tooling cost of $14,200 was noted in the estimator workbook but was not in the quote pack, so the approver could not see it, and the quote sat at commercial approval on Sep 28. Owner: Benedict Oyelaran. Consequence: a quote issued without the line would have committed Keelson to tooling it had not priced. Decision: Rosalind Chau approved the price and the capacity commitment with the tooling shown as a separate line, and Benedict Oyelaran issued Q-9235 to Ingrid Solheim after the Sep 28 count. It is valid 30 days from issue. Next: Tarrow records its decision by Oct 7.

I approve what I can see. A tooling line that sits in a workbook note is a line I have not approved.

Rosalind ChauVice president of engineering, Keelson Precision Manufacturing

First pass

Six of the eight issued quotes went out from approved inputs on the first pass. Two needed corrections after issue, Q-9226 and Q-9228.

Quotes issued from approved inputs on the first pass, 6 of 8

The approval gate

The marks show Q-9235 as of Oct 1, after the Sep 28 count. The gate has five stages, followed by the Tarrow decision. A quote cannot skip a stage, and an open exception stops it at commercial approval.

✓Estimate draft
✓Feasibility confirmed
✓Commercial approval
✓Customer-ready
✓Issued
Tarrow decision, due Oct 7

What each gate checks before a quote moves on:

Feasibility confirmed

The accepted drawing revision is on the record, every open specification question for the part family is incorporated or named as open, and Rosalind Chau has confirmed the part family can be made. A quote with an open question is not moved on.

Commercial approval

The cost inputs are in the quote pack, every exception is a separate line with its amount, and Rosalind Chau has approved price and capacity by name. This is the stage where Q-9235 was held.

Customer-ready

The valid-until date is 30 days from the issue date, the terms are the agreed Tarrow terms, and the quote pack matches the estimator workbook line by line.

Issued

Benedict Oyelaran sends the quote to Ingrid Solheim and records the issue date and the valid-until date. Corrections after issue are logged with the reason.

Owners and dates

Checklist
Record the Tarrow decision on quote Q-9235. Owner: Benedict Oyelaran, Oct 7
Add a tooling and material line check to the quote pack template. Owner: Keelson quoting engineer, Oct 9
Confirm the valid-until date on all eight September quotes. Owner: Keelson quoting engineer, Oct 6
Review the two corrected quotes, Q-9226 and Q-9228, with the estimator. Owner: Benedict Oyelaran, Oct 8
✓Approve price and capacity on Q-9235 with the tooling line shown. Owner: Rosalind Chau, done

Who approves

RCRosalind ChauVice president of engineering, Keelson Precision Manufacturing, approves price and capacity
BOBenedict OyelaranCommercial operations manager, Keelson Precision Manufacturing, issues the quote
ISIngrid SolheimDirector of purchasing, Tarrow Pump Systems, receives the quote and records the Tarrow decision

Demo decision room. Keelson Precision Manufacturing, Tarrow Pump Systems, the people, part numbers and every figure are fictional sample data. Built on FuseBase.