89 218p. ($16.38). · BEH-1. Business Management. ... Secretarial Administration I SAI-1-8...

DOCUMENT RESUME

ED 303 698 CE 052 026

TITLE Business Education Suggested Course Competencies andPerformance Objectives.

INSTITUTION Henrico County Public Schools, Glen Allen, VA.Virginia Vocational Curriculum Center.

SPONS AGENCY Virginia State Dept. of Education, Richmond. Div. ofVocational and Adult Education.

PUB DATE 89NOTE 218p.AVAILABLE FROM Virginia Vocational Curriculum and Resource Center,

2200 Mountain Road, Glen Allen, VA 23060-2208($16.38).

PUB TYPE Guides - Clasgroom Use - Guides (For Teachers) (052)

EDRS PRICE MF01 Plus Postage. PC Not Available from-EDRS.DESCRIPTORS Accounting; Artificial Intelligence; Behavioral

Objectives; Business Administration; *BusinessEducation; Business Skills; Clerical Occupations;Competency Based Education; Computer OrientedPrograms; *Data Processing; Disabilities; InformationProcessing; Job Skills; Keyboarding (Data Entry);.Management Information Systems; OffiCe Management;*Office Occupations; Office Occupations Education;Postsecondary Education; Recordkeeping; SecondaryEducation; *Secretaries; Shorthand; WordProcessing

IDENTIFIERS Business Law

ABSTRACT

These competencies and objectives are designed toassist business educators with the implementation of updated.competency-based courses in adminiStratiVe systems, businessmanagement, and information systems programs. Business educationcourses are arranged alphabetically. Information for each courseincludes the course title, course number, suggested grade levels,prerequisites, and a course description. Each course is divided intoessential skills areas. Each competency is matched with one or moreperformance objectives. The courses are accounting; accountingcomputer applications; applied business economics; applied businesslaw; business artificial intelligence; business computerapplications; business and computer careers; business edUcation forthe handicapped; business management; business supervision andmanagement; clerical accounting I, II; computer concepts; dataprocessing I, II; employment seminar; financial management seminar;information/word processing; introduction to business: keyboarding;keyboarding applications; legal office procedures; managementinformation systems; medical office procedures; office assistant;office services I, II, III; office specialist I, II; office systems;

recordkeeping; secretarial administration I, II; and shorthand.Appendixes include the competencies and performance objectives forcommunication skills, employability skills and leadershipdevelopment, and business mathematics. (YLB)

BUSINESS EDUCATION

THEUNCTOTREFUTURE

BUSINESS EDUCATIONSUGGESTED

COURSE COMPETENCIESAND

PERFORMANCEOBJECTIVES

. DEPARTMENT OF EDUCATIONEducatonat Research and Improvement

CATIONAL RESOURCES INFORMATIONCENTER (ERIC)

C This document has been rePrOdut ed asreceived from the person or organizationoriginating It.Minor changes have been made to improvereproduction Quality

Points of view or opinions stated in this doarment do not necesurily represent officialOERI positron or policy.

Commonwealth of VirginiaDepartment of Education

Vocational and Adult EducationRichmond, Virginia 23216-2060

1989

C 2

"PERMISSION TO REPRODUCE THISMATERIAL IN MICROFICHE ONLYHAS BEEN GRANTED BY

TO THE EDUCATIONAL REIFCESINFORMATION CENTER (E

BESi UOPY AVAILABLE

BUSINESS EDUCATION

SUGGESTED COURSE COMPETENCIES

AND

PERFORMANCE OBJECTIVES

Produced by

Virginia Vocational Curriculum and Resource CenterDepartment of Vocational and Community Education

Henrico County Public SchoolsGlen Allen, Virginia 23060

in cooperation with

Business Education ServiceVocational and Adult Education

Virginia Department of EducationRichmond, Virginia 23216-2060

©Virginia Department of Education, 1989

FOREWORD

Business education is an important segment of the educational program in Virginia.Its goals include the attainment of competencies for both vocational and personal use.

The program in business education has had a number of changes with additions anddeletions of courses and programs during the past few years. These changes highlightthe need to review course content and update instruction so that students will beprepared for the business world as it currently exists. This guide has been prepared tooffef assistance to school divisions in program development and course updates.

In order to meet the needs of students, business education offerings may differfrom one locality to another. Therefore, business teachers must assume a major rolein prqviding information about the offerings to guidance counselors, schooladministrators, teachers, parents, and others It is hoped that this publication will-assist in this process.

S. John DavisSuperintendent of Public Instruction

iii

4

ACKNOWLEDGMENTS

This publication is the result of a cooperative effort that involved the dedicatedwork of many business education leaders throughout Virginia.

Special recognition is given to the Business Education Curriculum Study Committeefor the restructured courses, skill areas, and content. The committee included:

Wayne Adkins, Montgomery CountyLula Bowyer, Bedford CountyJohn Clark, Appomattox CountyLaurie Collier, Newport News CityRuby Cooley, Chesterfield CountyBeverley Dopler, Fairfax CountyBrenda Powell, Norfolk CityAnne Rowe, Virginia Department of EducationElizabeth Russell, Virginia Department of EducationVirginia Russell, St. Paul's CollegeJo Ann Sherron, J. Sargeant Reynolds Community CollegeJeffrey Stewart, Virginia TechLinda Vaughan, Chesapeake CityClarence White, Radford University.

Recognition is also given to individuals working on basic business competencies andobjectives:

Florence G. Bailey, Virginia Department of EducationMary Barber, Virginia Beach CitySevella Barcliff, Norfolk CityBetty Bulger, Hampton CityMelvin Campbell, Virginia Department of EducationTimothy Coffey, Norfolk CityAlonzo B. Fane, Portsmouth CityGale Fausel, Virginia Beach CityFrances Hale, Roanoke CityBonnie Hardin, Petersburg CityGloria Hodges, Newport News CityJean Holbrook, Roanoke CountyHannah Johnson, Prince William CountyArgie Lamb, Chesapeake CityJune Loveless, Fairfax CountyDiane Reed, Fairfax CountySherry Russell, Portsmouth CityPatricia Self, Chesterfield CountyLori Templeton, Chesapeake CityMary Lou Vaniels, Roanoke CountySonja Young, Richmond City.

v

5

ACKNOWLEDGMENTS (continued)

Special gratitude is also extended to Anne Rowe, Supervisor of Business Education,Virginia Department of Education, f6r assembling the materials to describe newprograms in business education and coordinating the entire project.

Dr. Kay B. Brown, Supervisor of Vocational Curriculum Development, VirginiaDepartment of Education, coordinated the 'final publication process. The manuscriptwas edited and prepared for publication by the Virginia Vocational Curriculum andResource Center, administered by Henrico County Public Schools, Departmenv ofVocational and Community Education:

Flora C. Armstrong, DirectorPhil R. Phelps, Writer/EditorPeggy L. Watson Writer/Graphics Arts Designer.

Lydia M. Bell, DirectorVocational Program ServicesVirginia Department of Education

Carl E. Jorgensen, Associate DirectorBusiness EducationVirginia Department of Education

vi

6

4

Introduction

CONTENTS

Page(s)

1

Special Notes/Instructions for Using the Guide 3

Accounting ACC-1-10

Accounting Computer Applications ACA-1-7

Applied Business Economics ABE-1-4

Applied Business Law ABL-1-3

Business Artificial Intelligence BA1-1-2

Business Computer Applications BCA-1-10

Business and Computer Careers BCC-1-2

Business Education for the Handicapped BEH-1

Business Management BM-1-4

Business Supervision and Management BSM-1-7

Clerical Accounting I CAI-1-7

Clerical Accounting II CAII-1-7

Computer Concepts CC-1-5

Data Processing I DPI-1-7

Data Processing II DPII-1-5

Employment Seminar ES-1-5

Financial Management Seminar FMS-1-6

Information/Word Processing

Introduction to Business

Keyboarding

Keyboarding Applications

vii

P-1e

IWP-1-7

IB-1-6

K-1-2

KA-1-3

CONTENTS (continued)

Page(s)

Legal Office Procedures LOP-1-6

Management Information Systems MIS-1-7

Medical Office Procedures MOP-1-7

Office Assistant OA -1 -5

Office Services I OSI-1-3

Office Services II OSII-1-4

Office Services III OSIII-1.-4

Office Specialist I OSPI-1-9

Office Specialist II . OSPII-1-9

Office Systems OS-1-7

Recordkeeping R-1-5

Secretarial Administration I SAI-1-8

Secretarial Administration II SAII-1-9

Shorthand S-1-3

Appendix A-- Communication Skills A-1-2

Appendix B-- Employability Skills andLeadership Developmeny B-1-3

Appendix C-- Business Mathematics C-1-6

viii

8

lfr

1

INTRODUCTION

The competencies and objectives in this book were developed to assist business

educators with the implementation of updated competency-based courses in

administrative systems, business management, and information systems programs.

In this publication, business education courses are arranged alphabetically, and

alphanumeric page numbers correspond to course titles. Information for each course

includes the course title, course number. suggested grade levels, prerequisites, and a

course description.

The essential skills areas have been given for each course. The guide addresses the

complete program for individuals enrolled in business education courses. Future

Business Leaders of America chapter activities are an essential element in the

instructional program.

The competencies and objectives have been compiled from work by the Business

Education Curriculum Study Committee, basic business education course outlines

committees, publications of previous competency-based course outlines for business

education, local business education supervisors, and members of the Business

Education Service. Materials should be adapted to meet local needs.

3

SPECIAL NOTES/INSTRUCTIONS FOR USING THE GUIDE

1. Information included in this package is to be considered as a guideline to assist inprogram planning and in setting up for competency-based education. Localadjustments to these outlines are encouraged.

2. The outlines contain a competency list with corresponding performance objectivesfor each competency.

3. The performance objectives includes the criterion-referenced measure. Forexample:

Competency: Prepare a balance sheet.Performance Objective (P0): Given a completed worksheet, statement form,and a completed capital statement, prepare a balance sheet with 100%accuracy.

Criterion-Referenced Measure (CRM): Located within the PO is the CRM,"with 100% accuracy."

4. In most course outlines, skill areas are listed alphabetically. This is NOTNECESSARILY the order in which the areas would be introduced for instruction.

5. The skill areas fer "Communication" and "Employability" skills have been includedin all 36-week business education courses. These are basic skills that should bemastered by a student completing a business education course. The two areas arelisted in each course outline, but to avoid duplication, the competencies may befound in appendices A and B.

6. The outline for Business Mathematics is located in Appendix C. This course is notincluded in the sequences of courses listed in the current program of studies.However, the course is good for basic and remedial instruction and is found in someschool offerings. Since the basic business course revision committee developed theoutline, it is included.in this guide to assist those who offer the course.

7. Instructional materials differ among school divisions according to equipment andother local determinations. Local educators who require assistance in identifyinglearning activities and teaching materials may refer to the following referencematerials available from the Virginia Vocational Curriculum and Resource Center,2200 Mountain Road, Glen Allen, Virginia 23060, 804/262-7439:

Business Economics, Task AnalysesBusiness Law, Task AnalysesInformation Processing Specialist, V TECS cata:ogIntroduction to Business, Task AnalysesLegal Office Procedures, Task AnalysesMedical Office Procedures, Task AnalysesOffice Supervision and Management, Task AnalysesRecordkeeping, Task AnalysesSecretarial Occupations, V-TECS catalogCompetencies for Business 'Education, Levels 1, 2, 3 (Adapted from Floridacurriculum materials).

Available from the Business Education Service, P.O. Box 6Q, Richmond, Virginia23216-2060, 804/225-2692:

Keyboarding, Task Analyses

0

ACC-1

ACCOUNTING

Course Code: 6320

Suggested Grade Level: 10, 11, 12

Prerequisites: None

Course Description:

Accounting is a one-year, single-period course with emphasis on accounting principlesas they relate to both manual and computerized financial systems. Instructionintegrates microcomputers and electronic calculators as the relationships and pro-cesses of manual and computerized accounting are presented.

COMPETENCIES

Accounting

1. Define the purpose ofaccounting.

2. Discuss ethics inaccounting.

3. Perform simple mathematicalfunctions both manually andelectronically.

4. Perform business-relatedmathematical functions.


Given information on the purposes of account-ing, identify orally or in writing at least 10values or uses of accounting records with 90%accuracy.

Given class dicusssion and five case studiesinvolving ethical decisions in accounting, spe-cify the ethical procedure that the accountantshould follow in each case according to pre-determined guidelines.

(a) Given several problems calling for basicmathematical functions using whole numbersand decimals, compute the answers with 100%accuracy.

(b) Given several problems involving decimalplacement and related percentages, computethe answers and determine the decimal place-ment with 100% accuracy.

(c) Given selected problems from performanceobjectives a and b (above) and access to anelectronic calculator, compute the answerswith 100% accuracy.

Given examples and several problems requiringbusiness-related mathematical functions forfiguring Invoices, interest rates on savingsaccounts or certificates, and interest rates onloans, compute the answers with 9096accuracy.

5. Prepare a beginning balance Given data and forms, prepare a beginningsheet. balance sheet with 100% accuracy.

1 I

ACC-2

ACCOUNTING (continued)

COMPETENCIES

6. Record and post openingentries.

7. Locate and correct errors inaccounting records.

8. Debit and credit accounts.

9. Record special transactionsand analyze records (cash re-ceipts, cash payments, dis-count for prompt payment,allowance for damaged goods,uncollectible accounts, etc.).


Given a beginning balance sheet and forms,record opening entry in general journal, openledger accounts, and post opening entry with100% accuracy.

Given accounting records with errors, locateand correct errors with 90% accuracy.

(a) Given at least 10 "T" accounts for a singleproprietorship business, each with both debitand credit entries, determine the balance ofeach account and list the titles and balar .:eswith 95% accuracy.

(b) Given a set of 20 source documents,including purchase for cash and on account,sales for cash and on account, payment ofutility bills, purchase of equipment andsupplies, other appropriate source documents,and a chart of accuunts, analyze eachdocument and determine the accounts to debitand credit for each transaction with 95%accuracy.

(c) Given a list of 20 business transactions anda chart of accounts for a service business,indicate the accounts to debit and credit foreach transaction with 95% accuracy.

(a) Given a chart of accounts for a small singleproprietorship business and 10 transactionsinvolving cash receipts and cash payments,identify the accounts that would be affectedby each of the transactions with 95%accuracy.

(b) given 40 transactions involving sales forcash, sales on account, purchases for cash, andpurchases on account, identify those transac-tions that are cash receipts and those that arecash payments with 100% accuracy.

(c) Given six transactions where accounts pay-able are paid, with at lease; two involving adiscount for prompt payment and at least twoinvolving an allowance for damaged goods,indicate the accounts affected, includi9g theamounts, with 10C% accuracy.

ACC-3


COMPETENCIES

9. Record special transactions andanalyze records (continued).

10." Journalize business transactionsin the proper journals.

11. Prove the equality of debitsand credits in a set of jour-nals.

12. Prove cash.

13. Post transactions to the pro-per accounts.

14. Prepare a trial balance.

15. Adjust accounts in propercolumns on a worksheet.

16. Journalize and post adjust-ing entries.

17. Complete worksheet to deter-mine income or loss for a fiscalperiod.

18. Post closing entries.


(d) Given six transactions where accountsreceivable are paid, including two transactionspermitting a discount for prompt payment andtwo permitting an allowance for damagedgoods, indicate the accounts affected for eachtransaction, including the amounts, with 100%accuracy.

(e) Given data relative to four uncollectibleaccounts, prepare a journal entry to write offthese accounts with 100% accuracy.

Given a list of 20 business transactions,identify with 100% accuracy which would beentered in each of the following journals:general, cash receipts,, cash payments,accounts receivable, and accounts payable.

Given a journal and recorded transactions,total columns and prove the equality of debitsand credits with 100% accuracy.

Given a journal with recorded transactions andthe actual cash balance, prove cash, total, andrule journal with 100% accuracy.

Given journals with entries and necessaryledgers, post entries with 100% accuracy.

Given a general ledger and a worksheet,prepare a trial balance with 100% accuracy..

Given a worksheet with completed trialbalance and adjustment data, adjust five ac-counts with 100% accuracy.

Given a completed worksheet, journal, andledger, journalize and post adjusting entrieswith 100% accuracy.

Given an eight-column worksheet with trialbalance and adjustment columns prepared,complete the worksheet with 100% accuracy.

Given a completed worksheet and a journal,record closing entries with 100% accuracy.

1 3

ACC-4


COMPETENCIES

19. Prepare a post-closingtrial balance to prove theequality of debits andcredits posted to accounts.

20. Prepare an income statementfrom a completed worksheet.

21. Prepare a distribution ofnet income statement.

22. Close ledger by preparingentries needed for the sum-mary, capital, and drawingaccounts.

23. Prepare a balance sheet.

24. Explain why prepaid ex-pense accounts requireadjustment at the end ofan accounting period.

25. Compute deferred revenueand prepare the generaljournal entry.

26. Compute and prepare re-quired general journal entriesfor accrued expense accounts.

27. Compute accrued interest andrecord appropriate generaljournal entry.


Given a set of accounts at the end of themonth and after the adjusting and closingentries, have been posted, prepare a post -closing trial balance with 100 ") accuracy.

Given a completed worksheet and report form,prepare an income statement with 100%accuracy.

Given net income/loss, distribution data, andform, prepare a distribution of net incomestatement with 100% accuracy.

Given a completed eight-column worksheetand a two-column statement form, prepare acapital statement with 100% accuracy.

Given a completed worksheet, statementform, and a completed capital statement,prepare a balance sheet with 100% accuracy.

G:ven information on required adjustment of:am prepaid expense accounts, such as storesupplies on hand and prepaid insurance, at theend of an accounting,period, explain complete-ly and accurately why such adjustments arerequired.

Given a transaction dealing with deferredrevenue that must be recorded at the close ofan accounting period, compute and prepare thegeneral journal entry with both the computa-tion and the journal entry correctly shown.

Given transactions where two accrued expenseaccounts, such as interest payable and salariesand wages payable, must be recorded at theend of an accounting period, compute andprepare the required general journal entrieswith all computations correct and with bothjournal entries correctly shown.

Given transactions where accrued interestmust be computed and recorded at the end ofan accounting period, compute the accruedinterest and prepare the required general jour-nal entry to record the transaction with allcomputations accurate and with the journalentry correctly shown.

14

ACC-5


COMPETENCIES

28. Describe systems on whichearnings are based (regu-lar hourly pay, overtimehourly pay, salary, straightcommission, etc.).

29. Explain the purpose of with-holdings/deductions commonlymade from payroll checks.

30. Secure required informationand open individual employeeearnings records.

31. Record appropriate informationfor voluntary withholdings.

32. Compute gross earnings foremployees' payroll.

33. Compute payroll deductions.

34. Compute net pay for payroll.

35. Prepare emplcyee earningsrecords.

36. Prepare payroll checks.


Given information on systems on which earn-ings are based, such as hourly pay, overtimehourly pay, salary, straight commission, com-mission On salary, piece rate, and bonuses,describe each system with complete accuracy.

Given information on withholdings and deduc-tions commonly made from payroll checks,such as federal income tax, FICA tax, stateincome tax, disability insurance, life insur-ance, union dues, and savings bonds, describethe purpose of each completely and accuratelyaccording to predetermined guidelines.

Given a payroll register with system of payand appropriate forms, open 10 individual em-ployee earnings.records with 100% accuracy.

Given appropriate information from 10 em-ployees and voluntary withholdings, enter theinformation on the employees' earnings recordcards with 100% accuracy.

Given number of hours worked and hourly rateor commission data, compute gross earningsfor 10 employees with 100% accuracy.

Given a payroll register with gross earningsrecorded for 10 employees, appropriate taxcharts, and pertinent data, determine andrecord required and voluntary deductions with100% accuracy.

Given a payroll register with gross earningsand total deductions for 10 employees, com-pute net pay for each employee with 100%accuracy.

Given a completed register and employeeearnings records, record the information onthe payroll register in the employee earningsrecord and calculate accumulated earningswith 100% accuracy.

Given a completed payroll register and 10blank payroll checks, prepare payroll checkswith 100% accuracy.

15

ACC-6


COMPETENCIES

37. Journalize and post entriesfor salary expense, FICA tax,federal income tax, state in-come tax, and other deductions

38. Interpret payroll laws andregulations.


(a) Given a completed payroll register, a jour-nal, and a ledger, journalize and post theemployees' payroll with 100% accuracy.

(b) Given a completed payroll register, em-ployer's tax rates for FICA, FUTA, and SUTA,a journal, and a ledger, journalize and post theemployer's payroll liabilities with 100% ac-curacy.

(a) Given information on the Social SecurityAct (FICA), explain completely and accuratelythe following points: the procedure forsecuring a Social Security number; personswho must have Social Security- tax withheld;the rate of Social Security tax withheld fromeach employee; maximum wages per year onwhich employee withholding is taken for FICA;the matching amount that employers must payfor each employee's Social Security; theprocedure required when an employee leaves afirm; the type of reporting required for SocialSecurity withholding; the accounts affectedwhen payroll is paid; and the accountsaffected when a deposit of FICA taxes ismade.

(b) Given information on the FederalUnemployment Tax Act (FUTA), explaincompletely and accurately the purpose of thetax, its use, and who pays the tax.

(c) Given information on state unemployementtax, explain completely and accurately thepurposes of the tax, its use, and who pays thetax.

(d) Given information on the major provisionsof the Fair Labor Standards Act of 1938 andits effect on payroll, explain and illustratecompletely and accurately the followingpoints: employees who are covered by the act;the minimuri wage regulation and whichemployees are covered under this provision;what hours of work qualify as overtime; andwhich employees are eligible for overtime.

I 6

ACC-7


COMPETENCIES

38. Interpret payroll laws andregulations (continued).

39. Describe proprietorship,partnership, limitedpartnership, and ccrpo-ration, including theadvantages and disadvant-ages of each.

40. Complete and verify businessforms and records.


(e) Given information on the major provisionsof federal income tax laws, explain andillustrate completely and accurately thefollowing points: who is responsible for payingincome taxes; why payroll withholding wasenacted; the requirements of employers tokeep payroll records on each employee; thequarterly report; the monthly deposit ticket;the annual report; and the W-4 form.

(f) Given information on the state's worker'scompensation tax, explain completely and ac-curately the purpose of the tax, who pays forit, when it is paid, and the rate of tax.

(g) Gi=ven information on the major features ofthe Civil Rights Act of 1964 and the AgeDiscrimination Employment Act of 1967, ex-plain completely and accurately the majorfeatures of these acts and indicate what con-stitutes discriminatory hiring practices.

(h) Given information on how personnel re-cords (job application forms, job history re-cords, personal data sheets, etc.) are used,explain completely and accurately how theserecords are used and give examples of howthey provide important backup information.

(i) Given detailed information on the recordsthat must be kept on each employee as re-quired by federal law, list all five information-al items with 100% accuracy.

(j) Given information on garnishrhent of wages,explain completely and accurately what gar-nishment is, which agency may order garnish-ment, and how garnishment would be handledin a company payroll.

Given information on proprietorship, partner-ship, limited partnership, and corporation, de-fine each and list three advantages and threedisadvantages of each.

(a) Given five simulated bank statements andthe corresponding checkbook registers, recon-cile the bank statement and the checkbookregister in each case with 100% accuracy.

7

ACC -8


COMPETENCIES

40. Complete and verify businessforms and records (continued).

41. Select a common businessapplication and describehow it would be automated.

42. Demonstrate the abilityto use commercial accountingsoffware packages.

Calculating Machines

43. Use the touch method inoperating a 10-key pad.

Communication Skills

Include all c npetenciesfrom Appendix A for instruc-tion in communication skills.

Data Management

44, Identify devices used for pro-cessing data electronically.


(b) Given a salesperson's completed expensereport for a two -week period (including mile-age, meals, lodging, and allowable miscellane-ous expenses), verify all entries for accuracy,including extensions and column totals, with100% accuracy.

Given information on a common businessapplication and how it would be automated,select an application (such as paying a bill,making a consumer purchase, or similar appli-cation) and describe the automated process,indicating both people and equipment involvedand listing major steps in the process withoutomitting any major component or step.

Given access to a microcomputer, an automa-ted accounting software package, and appro-priate reference manuals, load and execute ademonstration problem with 100% accuracy.

Given access to a microcompu ter with 10-keypad and data, key data on the 10-key pad,using the touch system, at a rate of at least150 keystrokes per minute, with no more thanfive uncorrected errors on a five-minute tim-ing.

Given a list of electronic equipment, identifyand describe with 100% accuracy those piecesof equipment that are used to process dataelectronically.

ACC-9


COMPETENCIES

45. Operate hardware system(s).

46. Solve problems resulting fromcomputer hardware and soft-ware failures.

47. Handle and care for storagemedia, organize disks, namea document on disk, update adirectory, and develop back-up systems.

Employability Skills andLeadership Development

Include all competenciesfrom Appendix 8 for instruc-tion in employability skillsand leadership development.


(a) Given access to a microcomputer andappropriate reference manuals, demonstrateproper care and handling of hardware, soft-ware, and computer operations, including op-erating printer, power up, loading, and powerdown, in accordance with the manufacturer'sinstructions.

(b) Given a diskette and access to compatiblehardware, perform the necessary diskettehandling tasks, including copying, formatting,updating, and transferring, with 100% accu-racy.

(c) Given a list of common input/output de-vices and a list of functions of the devices,match the items with 100% accuracy.

(d) Given a list of special purpose input/outputdevices and a list of functions of the devices,match the items with 100% accuracy.

(a) Given a malfunctioning data device, iden-tify and correct the malfunction or arrangefor repair by contacting appropriate servicerepresentative.

(b) Given a malfunctioning software program,identify and correct the problem, or arrangefor correction by contacting appropriate soft-ware support representative.

(a) Given access to a microcomputer, a pro-gram disk containing stored data, and a blankdisk, make a backup of the program on theblank disk with the new disk containing aduplicate directory of the program disk.

(b) Given access to a microcomputer and aprogram disk containing stored data, name afile and update the directory by saving thisfile according to the instructor's checklist.

ACC-10


COMPETENCIES

Time and Resource Manage-ment

48. Keep area in and around thework station uncluttered.

49. Demonstrate cost-effectiveuse of resource materialsthrough efficient use of sup-plies allocated in a class7room. -


Given an assigned work station and a checklistfor maintaining it, maintain an orderly workstation for 90% of the grading period, allitems on checklist rated acceptable.

Given a set of supplies to be used in complet-ing a simulation set, allocate and use suppliesin a cost-effective manner with minimumwaste, as demonstrated by not requiring addi-tional supplies and completing all assignments.

ACCOUNTING COMPUTER APPLICATIONS

Course Code:

Suggested Grade Level:

Prerequisites:

Course Description:

6611

11, 12

Keyboarding (18 weeks)Accounting

ACA-1

Accounting Computer Applications is a one-year, single-period course designed toutilize microcomputers to automate, analyze, and interpret business applicationsincluding payroll, inventory, accounts payable, and accounts receivable. Managementof financial records through various business activities, partnership and corporateaccounting, general ledger, and cost accounting Lre also included. Eleventh- andtwelfth-grade students taking this course may participate in Cooperative OfficeEducation.

COMPETENCIES PERFORMANCE OBJECTIVES

Accounting

1. Demonstrate competency in thestructure and sequence of theaccounting cycle.

2. Analyze books, worksheet, andstatements to determine per-deft of cash sales as comparedto sales on account.

(a) Given information on the purposes ofaccounting, list at least 10 values or uses ofaccounting with 100% accuracy.

(b) Given class discussiorrand 10 case problemsinvolving ethics in accounting, specify theethical procedure that the accountant shouldfollow in each case.

(c) Given information on systems used forlocating and eliminating common errors inaccounting records, describe orally or in writ-ing how the errors may be detected, with100% accuracy.

(d) Given an explanation of the 10 steps of anexpanded accounting cycle (the source docu-ment, journalizing, ,posting, the trial balance,the worksheet, the balance sheet, the incomeand expense statement, the adjusting and clos-ing entries, the post-closing trial balance, andanalysis and use of accounting data), explainwhat occurs in each step completely and accu-rately.

Given a complete set of books for a month andthe worksheet and statements, find thepercent of monthly cash sales as compared tosales on account with 100% accuracy.

21

ACA-2

ACCOUNTING COMPUTER APPLICATIONS (continued)

COMPETENCIES

:3: Analyze cash sales to deter-mine higk.:st. average cash sales(daily, monthly, quarterly,etc.).

4. Define perpetual inventory,periodic inventory, and physi-cal inventory.

5. Analyze an inventot y report todetermine items most frequent-ly sold during an accountingperiod.

6. Compare balances of a salesaccount and a traveling sales-person's expense account todetermine the effectiveness ofthe expenses incurred in gen-erating sales.

7. Develop bar graphs for ex-penses (salaries, travel,shipping charges, etc.)spent during a specificperiod.

8. Describe major benefits of the useof control accounts and subsidiaryledgers in an accounting system:

9. Explain the advantages anddisadvantages of a ledger-less accounts receivable system.

10. Explain and compare the Ac-celerated Cost Recovery Systemand declining balance methodfor handling depreciation.


Given a one-year record of daily cash receiptsfrom sales and a calendar for the year,analyze cash sales and determine which day,week, month, and quarter has the highestaverage cash sales, with 100% accuracy.

Given an explanation of perpetual inventory,periodic inventory, and physical inventory, de-fine each term and explain its features com-pletely and accurately.

Given an inventory report for a mercantilebusiness that shows all increases and decreaseson at least 50 items of inventory, E.nalyze thereport and determine with 100% accuracy the20 inventory items that were most frequentlysold during the accounting period.

Given the monthly balances of the sales ac-count and the traveling salesperson's expenseaccount for one year, compare these amountsfor each month and determine with completeaccuracy in which month the traveling sales-person's expense was most effectively used ingenerating sales.

Given access to a microcomputer and theamounts spent for one year on five expensessuch as salaries, travel, shipping charges, storesupplies, and cost of goods sold, developmonthly bar graphs on a microcomputer foreach expense with 100% accuracy.

Given information on the benefits of usingcontrol accounts and subsidiary ledgers in anaccounting system, describe three major bene-fits with complete accuracy.

Given information on the advantages anddisadvantages of a ledgerless accounts receiv-able system, explain the operation of the sys-tem, including at least three advantages andthree disadvantages, with complete accuracy.

Given information on the Accelerated CostRecovery System and declining balancemethod, explain and compare the two systemscompletely and accurately.

ACA-3


COMPETENCIES

11. Compute depreciation using theAccelerated Cost RecoverySystem.

12. Compute depreciation usingdeclining balance method.

13. Demonstrate competency inadjusting and closing entriesand the use of the worksheet.

14. Define sole proprietorship,partnership, and corporations,listing advantages and disad-vantages of each.

15. Describe differences in anaccounting system used by aservice business to thatused by a mercantile business.


Given the names of 10 different equipmentitems and information on their original cost,expected years of use, and expected trade-inor salvage value, determine depreciation foreach using the Accelerated Cost RecoverySystem with 100% accuracy.

Given the names of 10 different equipmentitems complete with information on their ori-ginal cost, expected years of use, and theirexpected trade-in or salvage value, determinemonthly depreciation for each using the de-clining balance method with 100% accuracy.

Given a 10-column worksheet with a trialbalance already entered and totaled and infor-mation on the depreciation of five assets suchas buildings, office equipment, and deliveryequipment, make the required entries in theadjustments column and complete tile adjustedtrial balance section with all entries correctand with column totals in balance.

(a) Given information on a sole proprietorshiptype of business ownership, describe with com-plete accuracy this type of ownership, includ-ing two advantages and two disadvantages ascompared to other types of ownership.

(b) Given information on a partnership type ofbusiness ownership, describe with completeaccuracy this type of ownership, including twoadvantages and two disadvantages as com-pared to other types of ownership and infor-mation on how the partners might share bothwork and profits.

(c) Given information on a corporate type ofbusiness ownership, describe with completeaccuracy this type of ownership, including twoadvantages and two disadvantages as com-pared to other types of ownership and infor-mation on how profits may be shared withholders of common and preferred stock.

Given information on differences bz-tween anaccounting system used by a service businessand one used by a mercantile ousiness, des-cribe completely and accurately the specialfeatures of each system and indicate the dif-ferences and why the differences exist.

O

ACA'-4


COMPETENCIES

Automated Accounting

16. Select a common business appli-cation and describe how it wouldbe automated.

17. Evaluate the appropriateness ofaccounting software packagesfor business applications, choos-ing the correct packages to suitthe need.

18. Complete a trial balance.

19. Enter and process accountspayable transactions andgenerate elated reports andchecks.

20. Enter and process accountsreceivable transactions andgenerate related reports andcustomer statements.

21. Enter and process payroll trans-actions and generate a payrollregister, computerized checks,quarterly'report, and W-4 form.

22. Complete an electronic spread-sheet application.

is


Given information on a common business app-lication and how it would be automated, selectan application (such as paying a bill, making aconsumer purchase, or similiar application)and describe the automated process, indicatingboth people and equipment involved and listingmajor steps in the process without omittingany major component or step.

Given information on the capabilities of twoaccounting software packages and the acc-ounting requirements of two business applica-tions, identify the correct software package touse with 100% accuracy.

Given an automated accounting softwareprogram, access to a microcomputer, andsource data, generate a trial balance with dataverified and all errors corrected.

Given automated accounts payable software,access to a microcomputer, and source data,process transactions, generating relatedreports and vendor checks, verifying the dataand correcting all errors.

Given automated accounts receivable soft-ware, access to

accountsmicrocomputer, and source

data, process accounts receivable transac-tions, generating related reports and customerstatements, verifying the data, and correctingall .rrors.

Given automated payroll software, access to amicrocomputer, and source data, process pay-roll transactions, generating payroll checksand related reports, verifying the data, atldcorrecting all errors.

(a) Given access to a microcomputer, anelectronic spreadsheet program disk, and ap-propriate reference manuals, load and executea demonstration program, completing the exe-cution of the program.

(b) Given access to a microcompute , an elec-tronic spreadsheet program disk, and appropri-ate reference manuals, enter data and formu-las at desired locations on the spreadsheet,using correct operating procedures.

ACA-5


COMPETENCIES PERFORMANCE OBJECTIVES .

22. Complete an electronic spread- (c) Given access to a microcomputer, an elec-sheet application (continued). tronic spreadsheet program disk, and appropri-

ate reference manuals, retrieve, update, save,and print data with 100% accuracy.

(d) Given a familiar spreadsheet format onwhich information has been entered, move andedit the information in the spreadsheet pro-gram without destroying or modifying the ma-terial that is to be retained for further use, allmoving and editing with 100% accuracy.

(e) Given a familiar spreadsheet format or astudent-prepared spreadsheet format, write aformal documentation of file spreadsheet, ex-plaining each part of the documentationaccording to established guidelines.

(f) Given a familiar spreadsheet, answer "Whatif?" questions, such as "What if advertisingwere increased 10%?" and "What if cost ofgoods sold increased 5%?", without assistancefrom the instructor or from the referencematerials and with 100% accuracy.

23. Complete and verify businessforms and records.


24. Use the touch method in operat-ing a 10-key pad.


Include all competencies fromAppendix A for instruction incommunication skills.

(a) Given a selected financial report for abusiness situation, design a spreadsheet tem-plate, using formatting commands and dataentry commands to produce the desired reportformat.

(b) Ciiven a familiar spreadsheet program, usethe spreadsheet to format a balance sheet,complete a break-even point analysis, and/orother similar applications, producing the de-sired output in usable form.

Given access to a microcomputer with 10-keypad and data, key data on the 10-key pad,using the touch system, at a rate of 120keystrokes per minute, with no errors on athree-minute timing.

P5

ACA-6


COMPETENCIES

Data Management

25. Identify devices used for pro-cessing data electronically.

26. Demonstrate correct keyboard-ing techniques.


28 Demonstrate the ability toload a program into thecomputer from a progt'am disk.

29. Solve problems resulting fromcomputer hardware and softwarefailures.


Given a list of electronic equipment, identifyand describe those pieces of equipment thatare used to process data electronically with100% accuracy.

Given access to an electric typewriter ormicrocomputer and copy rr-terial of averagesyllabic intensity, keyboard alphabetic and nu-meric keys using the touch method, strikingthe keys at a rate of at ;east 30 words perminute with no more than three errors on afive-minute timing.

(a) Given access to a microcomputer andappropriate reference manuals, demonstrateproper care and handling of hardware, soft-ware, and computer operations, including op-erating printer, power up, loading, and powerdown, in accordance with the manufacturer'sinstrutions and predetermined guidelines.

(b) Given a diskette and access to compatiblehardware, perform the necessary diskettehandling tasks, including copying, formatting,updating, and transferring, with 100% accur-acy.


(d) Given a list of special purpose input/outputdevices and a list of functions of the devices,match the items with 100% accuracy.

Given access to a microcomputer and appro-priate reference manuals, load a progr fromthe program disk into the computer memoryand run the program according to establishedguidelines.

(a) Given a malfunctioning data device, identi-fy and correct the malfunction, or arrange forrepair by contacting appropriate servicerepresentative.


ACA-7


COMPETENCIES

30. Handle and care for storagemedia, organize disks, name adocument on disk, update adirectory, and develop backupsystems.

31. Identify flowchart symbols.


Include all competencies fromAppendix B for instruction inemployability skills and leader-ship development.

Time and Resource Management


33. Demonstrate cost-effective useof resource materials throughefficient utilization of suppliesallocated in a classroom.

PERFORMANCE OB3ECTIVES

(a) Given access to a microcomputer, prograindisks, and data disks, describe a procedure forpreventing unauthorized use of the computerequipment and diskettes according to estab-lished guidelines.

(b) Given access to a microcomputer, a pro-gram disk containing stored data, and a blankdisk, make, a backup of the program disk onthe blank disk with the new disk containing aduplicate directory of the program disk.

(c) Given access to a microcomputer and aprogram disk containing stored data, name afile and update the directory by saving thisfile according to the instructor's checklist.

Given information on flowchart symbols and adetailed program flowchart, identify eachflowchart symbol and describe the function ofthat symbol with 100% accuracy.

Given an assigned work station and a checklistfor maintaining it, maintain an orderly workstation for 90% of the grading period, allitems on checklist rated acceptable.

Given a set of supplies to be used incompleting a simulation set, allocate and usesupplies in a cost-effective manner with mini-mum waste, as demonstrated by not requiringadditional supplies and completing all assign-ments.

ABE-1

APPLIED BUSINESS ECONOMICS

Course Code 6145

Suggest~d Grade Level: 11, 12

Prerequisites: None

Course Description:

Applied Business Economics is a half-year, single-period course. Basic economicconcepts such as supply and demand, competition, growth, and stability are empha-sized. Topics include government's role in the economy, business and the economy, thesharing of economic risks, establishment of economic goals, and the effect of inflationand monetary policies on national and international economies.


Government and the Economy

1. Identify advantages of a balanced Given information on the federal budget andfederal budget. report guidelines, describe the advantages of a

balanced budget in a written report that in-cludes definitions of a deficit budget, surplusbudget, national debt, and a list of fouradvantages of a balanced budget.

2. Explain who owes the national Given an overview of the government's role indebt. the economy and report guidelines, explain

who owes the national debt in a written reportthat describes occasions when governmentssubmit budgets in deficit or in surplus, citesfive areas in which government spends money,and explains the only way that national debtcan be reduced.

3. Explain the role of taxation inthe American economy.

4. Explain the role of socialinsurance in the U.S. economy.

Given information on taxation, including thedefinition of tax, the three classifications oftaxes, seven types of taxes, and the roleplayed by taxes in the government fiscalpolicy, explain the role of taxation in theAmerican economy by completing aninstructor-prepared test with 80% accuracy.

Given a list of social insurance programs andtheir purposes, explain the role of social insur-ance in the U.S. economy by matching eachprogram to its accepted purpose with 90%accuracy.

5. Describe the impact of welfare Given information on various welfare pro-programs on the national grams, describe the impact of welfare pro -economy. grams on the U.S. economy in a written report

that identifies existing state and local pro-grams, describes how the programs are financ-ed, and lists pros and cons of these programs.

OnI

ABE-2

APPLIED BUSINESS ECONOMICS (continued)

COMPETENCIES

Importance of Economics

6. Describe how a basic knowledgeof economic principles helpsindividuals react to currenteconomics.

Labor and the Economy

7. Describe how the price oflabor is determined.

8. Describe how labor unionsaffect the economy.

9. Explain how performance indica-tors are used to measure econo-mic growth.

10. Explain the concept ofbusiness cycles.


Given assigned reading materials and groupdiscussion, describe in a brief report to theclass how the knowledge of economic princi-ples helps individuals deal with contemporaryeconomic problems and issues, including anexplanation of the economic principles, withthe report judged acceptable according to spe-cifications given in class.

Given assigned readings and class discussion,describe in a written report how the price oflabor is determined, including five factors thataffect wages in addition to supply and demandand the influences of each factor on the priceof labor. The report must be presented ac-cording to instructor-provided specifications.

Given assigned readings, class discussion, andreport guidelines, describe in a written reporthow labor unions affect. the American econo-my, including the following components: (1)identification of the, types of labor unions; (2)three examples of U.S. labor unions; (3) thehistory and purpose of unions; and (4) anexplanation of .methods used by managementand unions in dealing with each other. Allreport components must be judged acceptableon an instructor-prepared checklist.

Given assigned readings and class discussions,describe in a written report how performanceindicators are used to measure rises and de-clines in economic growth and how GNP, na-tional income, and personal income are de-termined, report completed according toinstructor-provided specifications.

Given assigned readings and class discussions,explain the concept of business cycles by com-pleting an instructor-prepared test with 75%accuracy.

p

ABE-3


COMPETENCIES

Laws of Economics

11. Describe how prices help deter-mine the kinds and quantitiesof goods produced.

12. Describe how the free marketsystem deals with surpluses andshortages by using price to bringdemand and supply into equalityat the same time.

13. Relate inflation to the econo-mic condition of the UnitedStates..

Money and Financial Institutions

14. Describe the purpose of banks inour economic system.

15. Describe how the FederalReserve system stabilizes theU.S. economy.

16. Explain'how the fluctuations ofthe stock market reflect thestate of the economy.


Given necessary references and report guide-lines, describe in a written report how priceshelp determine the kinds and quantities ofgoods produced, including at least threeexamples, report judged accurate according toreferences used.

Given assigned references, write a descriptionof supply and demand and how it affectsprices, and how prices in a free market systemdeal with surpluses and shortages by com-pleting an instructor-provided worksheet with100% accuracy.

Given assigned readings, class discussion,problem-solving exercises, and report guide-lines, prepare a written report that includesthe following: (1) a definition of inflation; (2)tile relationship between inflation and theeconomic condition of the United States; (3)causes of inflation; (4) ways of stopping orcontrolling inflation.

Given information on banks and report guide-lines, describe in a written report the purposeof banks in our economic system, the fourfunctions of banks, and four ways banks affectthe economy.

Given an overview of money and financial'institutions, describe how the Federal Reserveworks, explain its organization, and list fiveways the Federal Reserve regulates the moneysupply by completing a written test with 80%accuracy.

Given ir,formation and instruction on stockmarket fluctuations, explain orally or in writ-ing how the fluctuations of the stock marketreflect the state of the economy, including adescription of the elements and structure of astock market and four ways its fluctuationsreflect the state of the economy.

30

ABE-4


COMPETENCIES

Production

17. Describe the flow of goods andservices and hOw the productionof goods and services affectsthe gross national product.

18. Diagram the flow of goodsthrough the marketing system.

19. Describe how the type of busi-ness organization is directlyrelated to the ability of thebusiness to assemble, organize,and manage the factors of pro-duction.


Given assigned reading and information oneconomic concepts, describe the effect of theflow of goods and services on the gross nation-al product by completing with 80% accuracythe items related to GNP on a written test.

Given newspapers and guidelines, select twoarticles that show the flow of goods throughthe marketing system and write a detailedsummary of each article, underlining relatedeconomic terms. The summary must be judgedacceptable according. to a checklist based onthe guidelines provided.

Given information on types of business organi-zation, describe in a written report how threetypes of business organizations are directlyrelated to the ability of business to assemble,organize, and manage the factors of produc-tion, including a description of each organiza-tion and an explanation of how capital isgenerated and liability is shared, with reportjudged acceptable according to an instructor-prepared checklist.

APPLIED BUSINESS LAW

Course Code: 6132

Suggested Grade Level: 11, 12

Prerequisites: None

Course Description:

ABL-1

Applied Business Law is a half-year, single period course that incorporates economicand social concepts as they relate to laws affecting businesses and individuals. Coursetopics include contracts; bailments; employment; property, sales, and insurance laws;business organization; commercial paper; bankruptcy; agencies and trusts; and businesslaw careers.

COMPETENCIES

Consumer Choices

1. Explain the importance ofwarranties in buying products.

2. Identify and describe the typesof bailments.

3. Analyze the elements of acontract.


Given class discussion on laws and casesinvolving warranties, explain the importanceof warranties in buying products by completinga written test with 80% accuracy.

Given information on bailments, identify anddescribe the types of bailments with 80%accuracy on a written quiz.

Given information on laws involving contracts,analyze the elements of a contract by explain-ing on a written test with 80% accuracy thetypes of contracts; the differences betweenvalid, void, and voidable contracts; what con-stitutes a valid offer and acceptance; situa-tions that make contracts void and voidable;the role of consideration; and contracts thatmust be in writing to be enforced.

4. Differentiate between contracts Given case situations and information onthat are transferable and con- transferable and non-transferable contracts,tracts that are not transferable. differentiate between contracts that are trans-

ferable and contracts that are not transferableby stating with 100% accuracy in each casewhether rights can be assigned or dutiesdelegated and the rights of the parties to eachcontract.

5. Identify and describe the means Given information on discharging contractsof discharging contracts. and case problems, identify and describe the

means of discharging contracts by completinga multiple-choice test with 80% accuracy.

32

ABL-2

APPLIED BUSINESS LAW (continued)

COMPETENCIES

6. Explain remedies available fora breach of contract.

Legal Aspects of Employment

7. Explain the rights and responsi-bilities of parties to an employ-ment contract.

8. Identify state and federal lawsand agencies dealing withemployment.

9. Identify the protections avail-able to employees.

Legal Rights and Responsibili-ties

10. Describe the different types oflaw and their roles in society.

11. Identify rules of law affectingminors.

12. Identify and distinguish betweencrimes and torts.


Given information on contract enforcementand case problems, explain the remedies avail-able for a breach of contract by answeringwith 80% accuracy questions accompanyingeach case.

Given information on laws related to employ-ment, explain the rights and responsibilities ofparties to an employment contract by com-pleting a written test with 80% accuracy.

Given case problems involving worker compen-sation, discrimination, wage and hour laws,social security, and child labor laws,, identifywith 80% accuracy the state and/or federallaw and the agency that would most effective-ly deal with each case situation.

Given necessary references, identify the pro-tections available to employees by completinga worksheet with 80% accuracy according toinstructions provided.

Given information on the sources of U.S. law;roles of law in society; effect of Englishcommon law and Roman civil law;. and thedifferences among moral, natural, and human-made laws, describe the different types of lawand their roles in society by completing awritten test with 80% accuracy.

Given an overview of the rights and responsi-bilities of minors in both criminal and civilmatters, 'identify rules of law affecting minorswith 85% accuracy on a written test.

Given a number of case situations involvingcriminal and civil laws, identify and distin-guish between crimes and torts by correctlystating the crime or tort involved and identi-fying the type of court (criminal or civil)responsible for resolving each case.

33

ABL-3

APPLIED BUSINESS LAW (continued)

COMPETENCIES

13. Describe the court systemand how a case goes to trial.

Purchasing Power

14. Identify and describe the typesof negotiable instruments.

15. Describe the laws related tobuying on credit.

16. Explain how negotiable instru-ments are transferred.

17. Identify factors to considerwhen borrowing money.

18. Describe the laws that apply tothe collection of negotiableinstruments.


Given references and information on federaland state courts, the roles of those involved incourt cases, and trial procedures, describe thecourt system and how a case goes to trial bycompleting an instructor-provided worksheetwith 80% accuracy.

Given samples of four types of negotiableinstruments, identify and describe each, in-cluding (a) explanation of the parties to eachinstrument; (b) mays each can be discharged;(c) requirements under U.C.C.; and (d) fiveways to avoid legal difficulties in the handlingof negotiable instruments.

Given appropriate references and reportguidelines, describe the laws related to buyingon credit by writing a report that includes (a)definition of credit and related terms; (b) roleof. credit cards; and (c) provisions of thoselaws specified by instructor. The report mustbe judged acceptable according to instructorchecklist.

Given class discussions and other resources,explain how negotiable instruments are trans-ferred by completing with 90% accuracy aworksheet according to instructions provided.

Given information on loans, loan contracts,and applicable laws, identify factors to con-sider when borrowing money by completing awritten test with 80% accuracy.

Given information and resources on negotiableinstruments, describe the laws that apply tothe collection of negotiable instruments bycompleting a written test with 80% accuracy.

3 4

BUSINESS ARTIFICIAL INTELLIGENCE

Course Code:


Prerequisites:

Course Description:

6655

11, 12

Data Processing I

BAI-1

Business Artificial Intelligence is a one-year, single-period course designed to providestudents with opportunities to analyze dais and to solve business problems using ahigh-level computer programming language. Students' attention will be focused onknowledge representation and the development of expert systems to optimize solutionsto business problems. Students taking this course may participate in CooperativeOffice Education. This course would be appropriate as an offering for identified giftedand talented students. Computer Science students may enroll with instructorapproval.




Data 'Management

1. Interpret an AI search programthat finds a path from onegeographical area to another(e.g., New York to Los Angeles).

2. Identify business problems thatmight be solvable with a micro-computer, artificial intelligence/expert systems software, and aminimum of programming skills.

3. Develop a program usingPROLOG, C, and/or LISP thatwill analyze a case study orassist in solving a problem.

Given an AI program that searches the pathfrom one geographical area to another, discus-sion related to AI search techniques, and aworksheet, interpret the program by answeringthe questions on the worksheet with 85% ac-curacy.

Given information and discussion concerningartificial intelligence and expert systems,identify business problems that might be solv-able with a microcomputer, software, and aminimum of programming skills, with eachidentified business problem fitting the prede-termined criteria for problem-solving :.n anartificial intelligence environment.

Given access to a microcomputer and asoftware programming language such asPROLOG, C, and/or LISP, develop a programthat will analyze a case study or assist insolving a problem, with program meeting allcriteria for program development according tothe particular language used.

BM-2

BUSINESS ARTIFICIAL INTELLIGENCE (continued)

COMPETENCIES

4. Design and update a compu-terized business expert system.

.-------

5. Develop a business simulationusing an expert system.

6. Evalua-- artificial intelligencesoftware (such as LISP, C,PROLOG,KNOWOL, THEPERSONAL CONSULTANT, THEDECIDING FACTOR, MONEYMARKET FUNDS ADVISOR,NEXPERT, spell/grammar/style checkers) in relation tosolving business-relatedproblems.




Given access to a commercial AI tool kit(expert system program generator), design andupdate a business expert system that willprovide the solutions to specific problems by(1) comparing facts, (2) looking for similarcases in its data base, (3) looking at theprobable implications of various conclusions,and (4) offering "expert" opinions, with expertsystem meeting all criteria for developmentaccording to the particular expert-system pro-gram generator used.

Given access to a microcomputer and anexpert system generator program, develop asimulation to solve a business problem dealingwith finance, management, personnel, produc-tion, etc., with expert system and simulationmeeting all criteria for development accordingto the particular AI or expert-system programgenerator used.

Given access to a microcomputer, severalexpert system/artificial intelligence softwarepackaget, and a software evaluation checklist,evaluate the software in relation to solvingbusiness-related problems by completing thechecklist and writing a one-page report ex-plaining the advantages and disadvantages ofthe software.

36

BUSINESS COMPUTER APPLICATIONS

Course Code:


Prerequisites:

Course Description:

6612

10, 11, 12

Keyboarding (18 weeks)

BCA-1

Business Computer Applications is a one-year, single-period course designed tointroduce students to microcomputer technology and business applications usingspreadsheets, databases, graphics, and beginning-level word processing. This coursealso includes an introduction to the BASIC programming language andtelecommunications. Eleventh-and twelfth-grade students taking this course mayparticipate in Cooperative Office Education.


Accounting

1. Perform simple mathematicalfunctions both manually andelectronically.

2. Perform business-relatedmathematical functions.

3. Compute and/or verify businessforms or records.

0 I

(a) Given several problems calling for basicmath functions using whole numbers and deci-mals, compute the answers with 101:1% accu-racy.

(b) Given several problems involving decimalplacement and related percentages, computethe answers and determine the decimal place-ment with 10096 accuracy.

(c) Given the problems in performance objec-tives a and b above and access to an electroniccalculator, compute the answers with 10096accuracy.

Given several problems calling for business-related mathematical functions for figuringinvoices, gross pay, net pay, interest rates onsavings accounts or certificates, and interestrates on loans, compute the answers with100% accuracy. -

(a) Given five simulated bank statements andthe corresponding checkbook registers, recon-cile the bank statement and the checkbookregister with 100% accuracy.

(b) Given a business's biweekly salaries for aperiod of 12 months, graph paper, and a ruler,construct a bar graph showing the salaries forthe period, complete with headings and appro-priate scales, with i00% accuracy.

BCA-2

BUSINESS COMPUTER APPLICATIONS (continued)

COMPETENCIES

3. Compute and/or verify businessforms or records (continued).

4. Prepare, interpret, and analyzefinancial statements.


5. Use the touch method in operat-ing a 10-key pad.



Data Management


7. Describe the evolution of thecomputer.


(c) Given a salesperson's completed expensereport for a two-week period (including mile-age, meals, lodging, and allowable miscellane-ous expenses), verify all entries for accuracy,including extensions and _column totals, with100% accuracy.

(a) Given a family budget form with columnsfor income and various expenses, 25 expensetransactions, and two income transactions,enter all transactions with 100% accuracy.

(b) Given 10 simulated income statements,each complete with at least three incomeaccounts and between 15 and 20 expense ac-counts, determine the correct net income with100% accuracy.

Given access to a microcomputer with 10-keypad, demonstrate the ability to key data onthe .10-key pad, using the touch method at arate of at least 150 keystrokes per minutewith no more than five uncorrected errors on afive-minute timing.

Given access to an electric typewriter ormicrocomputer and copy material of averagesyllabic intensity, keyboard alphabetic andnumeric keys, using the touch method at arate of at least 30 words per minute with nomore than three errors on a five-minutetiming.

(a) Given historical information on data pro-cessing events of the precomputer era, des-cribe at least 80% of the events accurately,outlining the contribution made by the eventto the progress of technology that led to theadvent of the computer.

30U


COMPETENCIES PERFORMANCE OB3ECTIVES

7. Describe the evolution of thecomputer (continue!).

8. Describe and explain the com-ponents and functions of amicrocomputer system.

9. Sequence the steps in the dataprocessing cycle and explaineach step.

10. Distinguish among manual,mechanical, and electronicdata processing systems.

11. Identify devices that are usedfor processing data electroni-cally.

12. Categorize types of storage asprimary or secondary.

13. Identify functions of commoninput/output devices.

14. Describe the functions of specialpurpose input/output devices.

BCA-3

(b) Given a list of early computers and infor-mation on each, identify the significant tech-nological advances of each in computer evolu-tion with 90% acaracy on a written test.

(a) Given a list of basic hardware componentsof a typical computer system and informationon each, write an explanation of functions ofeach hardware component with 90% accuracy.

(b) Given information on the three parts of acentral processing unit of a computer, explainthe functions of each unit, indicating know-ledge of the operation of each unit, explana-tion acceptable according to the instructor'schecklist.

Given the steps of a data processing cycle andinformation on each step, arrange the stepssequentially and record a definition for eachstep, with all steps correctly sequenced anddefined with 90% accuracy.

Given a list of data professing systems andinformation on each, designate each system asmanual, mechanical, or electronic with 100%accuracy on a written test.

Given a list of electronic equipment and infor-mation on each, identify and describe thosepieces of equipment used to process data elec-tronically with 100% accuracy.

Given information on various methods of dataprocessing storage, identify the methods ofstorage as primary or secondary with 90%accuracy on a written test.

Given a list of common input/output devices,identify the functions of the devices with 9096accuracy.

Given a list of special purpose input/outputdevices, identify functions of the devices with90% accuracy.

3D

BCA-4


COMPETENCIES

15. Define binary and decimalnumbering systems.


17. Demonstrate the ability toload a program into the com-puter from a program disk.


19. Handle and care for storagemedia, organize disks, name adocument on disk, update adirectory and develop backupsystem.


",a) Given information on numbering systems(binary, decimal, octal, and hexadecimal), de-fine each 'orally or in writing with 100% accu-racy.

(b) Given a list of numbers in one numberingsy...am, convert them to another numberingsystem with 90% accuracy.

(a) Given access to a microcomputer andappropriate reference manuals, demonstrateproper care and handling of hardware andsoftware and computer operations, includingoperating printer, power up, loading, andpower down, in accordance with the manufac-turer's instructions.

(b) Given a diskette and access to compatiblehardware, perform the necessary diskettehandling tasks, including copying, fo matting,updating, and transferring, with 100% accu-racy.

Given access to a miCrm:omputer and appro-priate reference manuals, load a program fromthe program disk into the computer memoryand run the program according to predeter-mined guidelines.

(a) Given a malfunctioning data device, identi-fy and correct the malfunction or arrange frirrepair by contacting the appropriate servicerepresentative.

(b) Given a malfunctioning software program,identify and correct the problem or arrangefor correction by contacting the appropriatesoftware support representative.

(a) Given access to a microcomputer, programdisks, and data disks, describe a procedure tobe used for preventing unauthorized use of thecomputer equipment and diskettes, procedurerated acceptable according to predeterminedguidelines.

40

BCA-5


COMPETENCIES

19. Handle and care for storagemedia, organize disks, name adocument on disk, update adirectory and develop backupsystem (continued).

20. Differentiate among computerlangauages.

21. Sequence steps for preparing acomputer program.

22. Identify flowchart symbols.

23. Prepare a detailed programflowchart or other logicalsolution for a specified problem.

24. Explain functions of commonlyused BASIC statements.


(b) Given access to a microcomputer, a pro-gram disk containing stored data, and a blankdisk, make a backup of the program disk onthe blank disk with the new disk containing aduplicate directory of the program disk.

(c) Given access to a microcomputer and aprogram disk containing stored data, name afile and update the directory by saving the fileaccording to the instructor's checklist.

Given definitions and information on any fourof the following languages (BASIC, COBOL,PASCAL, LOGO, FORTRAN, RPG, and C),explain with complete accuracy orally or inwriting at least one appliCation where theselected languages would be appropriate foruse.

(a) Given information and research about pro-gramming, describe the role of programmingdevelopment, relating it to the overall devel-opment of information systems, according topredetermined guidelines.

(b) Given a set of job instructions, analyze thejob instructions and determine the format op-erations to the specifications for the assign-ment.

Given information on flowchart symbols and adetailed program flowchart, identify eachflowchart. symbol and describe its functionwith 100% accuracy.

Given the job specifications for a businesssituation requiring the writing of a computerprogram, I/O record layouts, flowchartingsheets, and a flowcharting template, develop aflowchart showing the general logic sequenceso that the flowchart (1) reflects an analysisof the problem, (2) contains sufficient labelingto be readable, and (3) uses standard flow-charting symbols.

Given a list of commonly used BASIC state-ments, describe with 100% accuracy the func-tions of each statement.

41

BCA-6


COMPETENCIES

25. Document a program.

26. Key and run a BASIC program.

27. -Evaluate the appropriateness ofsoftware packages for businessapplications (choosing thecorrect package to suit theneed).

28. Use commercial software todemonstrate "user friendly"characteristics.

29. Identify applications that areappropriate for database andspreadsheet software.

30. Store, retrieve, and manipulatebusiness records using a data-base software package.


Given record layouts, program flowchart, andprogram specifications, prepare a documenta-tion narrative, documentation rated satisfac-tory when another student can take the docu-mentation narrative and successfully run theprogram.

(a) Given a flowchart developed for a specificbusiness situation, a blank disk, and access toa microcomputer, write and run a programfollowing the flowchart directions and pro-ducing a program that will provide the solutionfor the problem.

(b) Given a simple mathematical problem, ablank disk, and access to a microcomputer,develop a simple program, debug the programby identifying syntax errors and executionerrors, and store the complete program tosolve the problem on the blank disk.

Given information on software packages andcomputer use, identify and give a brief des-cription of two computerized applicationseach for government, business, industry, andhome, assignment satisfactory when the stu-dent has assigned the appropriate softwarepackage for the particular application accord-ing to predetermined guidelines.

Given a commercial software package, accessto a microcomputer, and appropriate refer-ence manuals, load and use the program tosuccessful completion.

Given a list of 10 manual business operations,explain with complete accuracy how at leastnine are appropriate either as a database or aspreadsheet application.

(a) Given access to a microcomputer, adatabase management program, and appropri-ate reference manuals, create a database,such as a mailing list with at least 20 entries,using correct operating procedures with 90%accuracy.

BCA-7


COMPETENCIES

30. Stores retrieve, and manipulatebusiness records using a data-base software package (contin-ued).

31. Store, retrieve, and manipulatebusiness records using a spread-sheet software package.

4L)


(b) Given access to a microcomputer and aprinter, a database management program, andappropriate reference manuals, enter, re-trieve, update, save, and print alphanumericdata, using correct operating procedures with100% accuracy.

(c) Given access to a microcomputer, a data-base management program, and appropriatereference manuals, request information, in-structing the database management system tosearch the database; acquire the data re-quested; and perform any calculations requiredfor viewing or printing the requested informa-tion in accurate form.

(d) Given access to a microcomputer and data-base program, complete the addressing of 50envelope labels accurately within the timeperiod specified by the instructor.

(e) Given an unfamiliar database managementprogram and appropriate reference manuals,secure information regarding operation of thedatabase and apply the instructions, thenenter, store, and retrieve information withoutdestroying any of the original database file:

(a) Given access to a microcomputer, anelectronic spreadsheet program disk, and ap-propriate reference manuals, load the programand enter data and formulas at desired loca-tions on the spreadsheet, using correct opera-ting procedures.

(b) Given access to a microcomputer, an elec-tronic spreadsheet program, and appropriatereference manuals, retrieve, update, save, andprint data with complete accuracy.

(c) Given access to a microcomputer and aspreadsheet format on which information hasbeen entered, move and edit the informationin the spreadsheet program without destroyingor modifying the material that is to be re-tained for further use.

(d) Given a familiar or student-written spread-sheet format, write a formal documentation ofthe spreadsheet, explaining each part of thedocumentation according to the predeterminedguidelines.

BCA-8


COMPETENCIES

31. Store, retrieve, and manipulatebusiness records using a spread-sheet software package(continued).

32. Describe the advantages, capa-bilities, and limitations of aspreadsheet and database.

33. Use graphics software to analyzeand produce business information.

34. Use a word processing softwarepackage to produce businessdocuments.

35. Identify areas of public concernin which computers may be used.

36. Describe situations involvingviolations of privacy and fraudu-lent or criminal uses of com-puters.




(e) Given a familiar, established spreadsheet,answer "What if?" questions (such as "What ifadvertising were increased 10%?" and "Whatif cost of goods sold increased 5%?") withoutassistance from the instructor or from thereference materials and with complete accu-racy.

Given background information on the advan-tages, capabilities, and limitations of aspreadsheet and a database program, list threeadvantages, three capabilities, and three limi-tations of each with complete accuracy.

'Given access to a microcomputer, a programthat will generate graphics, and appropriatereference manuals, load and apply the programto a typical task, such as graphically display-ing budget information, meeting the specifica-tions for the task.

Given a word processing software program,access to a microcomputer, and appropriateinformation, produce in mailable form a resu-me and letter of application.

Given a list of new and emerging areas inwhich the computer plays an increasingly im-portant role, select a topic and prepare awritten report that will be presented orallyand includes four of the following points: (1)benefits of using the computer; (2) advantagesto workers; (3) benefits to individuals or con-sumers; (4) negative aspects of computer use;and (5) future trends.

Given five examples of breach of confidenti-ality of information stored in computer datastorage systems, explain and illustrate withcomplete accuracy at least one type of dam-age that an individual might suffer from eachof the five examples.

4 `

BCA-9


COMPETENCIES

Records Management

37. Analyze and perform filingfunctions manually andelectronically.

38. Maintain a directory of '

documents for quick retrieval.

39. Compare and select the appro-priate filing system equipmentand supplies for a businessapplication.




(a) Given 25 documents to be filed in each ofthe following categories-- alphabetic, numer-ic, subject and geographical, file the. docu-ments alphabetically, numerically, by subjector geographically in individual folders with nomore than three documents misfiled in eachcategory.

(b) Given 25 documents to be filed in >ach ofthe following categories-- alphabetic, numer-ic, subject, and geographical, access to a mi-crocomputer, a database management pro-gram, and appropriate reference manuals,apply the program to a typical task such as afiling system, with no more than three errors,using correct operating procedures.

Given a request for a copy of a documentcontained within the database managementsystem, access to a microcomputer, databasemanagement program, and appropriate refer-ence manuals, obtain the document, secure thecopy, return the document to the file, anddeliver the copy to the instructor, followingcorrect procedures as designz...ted by the in-structor.

Given information on the uses of filing equip-ment (folders, vertical, lateral, labels, guides,rotary); mechanical storage and retrieval; pro-cedures for maintaining/disposing of records;follow-up systems; and the use of micro-graphics, microforms, microfiche, ultrafiche,and electronic filing systems, answer 50 in-structor-prepared questions covering thesematters with at least 90% accuracy.

Given an assigned work station and a checklistfor maintaining it, maintain an orderly workstation during 90% of the grading period.

45

BCA-10


COMPETENCIES

41. Demonstrate cost-effective useof resource materials throughefficient utilization of sup-plies allocated in a classroom.


Given a set of supplies to be used incompleting a simulation set, allocate and usesupplies in the most effective manner withminimum waste as shown by not requiringadditional supplies and completing all assign-ments.

46

BUSINESS AND COMPUTER CAREERS

Course Code:


Prerequisites:

Course Description:

6109

7, 8

None

BCC-1

Business and Computer Careers is a half-year, single-period course. Students learnwhy people work, modes of work, and sources of job information. They explorebusiness and computer careers and complete a self-evaluation. Informati,,n obtained isused in participating in the decision-making process as it relates to choosing careers.Simulated activities are emphasized.

COMPETENCIES

Career Goals

1. Select a career of primaryinterest and justify the choice.

2. Develop a career plan.

Careers in Business

3. Complete a job analysis.

4. Develop a career ladder.


Given information about various careers andcompleted personal inventories, select a ca-reer of primary interest and justify the choiceby matching elements of the career with per-sonal strengths. Justificatiori must be ratedacceptable according to a checklist based onguidelines given in class.

Given career information and worksheet,develop a career plan by listing educationaland training experiences to be pursued for aspecific career goal. Worksheet must becompleted according to instructions.

Given necessary references and a form withwritten instructions for a job analysis, com-plete a job analysis for a selected job in theadministrative support, professional, or mar-keting career cluster according to the instruc-tions, with completed written analysis accu-rate according to refet ences used.

Given a completed job analysis, develop acareer ladder for a selected business careerthat hegins with an entry-level job and pro-gresses to the highest-level position in thatarea. The completed career ladder must bejudged accep table according to a checklistbased on specifications provided.

d7

BCC-2

BUSINESS AND COMPUTER CAREERS (continued)

COMPETENCIES

5. Describe types of businessownership.

Preparation for Employment

6. Describe sources of job infor-mation.

7. Interpret information on workforms.

8. Prepare a resume and an appli-cation letter.

9. Complete a job application form.

The World of Work

10. Evaluate personal factors thataffect career choices.

11. Identify reasons why people work.

12. Describe factors that willaffect the future of work.


Given information about types of businessownership, describe the five basic types ofownership of businesses by identifying each,stating its characteristics, and listing a localexample, with 80% accuracy on a written test.

Given an overview of job information orsources of assistance, describe five sources ofjob information by listing examples of eachand stating one advantage of using eachSource, with each description reflecting factsgiven in class or references used.

Given samples of various work forms, inter-pret information on those forms by definingwith 80% accuracy a designated list of termscontained on the samples.

Given specifications ,end samples, prepare apersonal resume and an application letter for aselected entry-level business position, withboth resume and letter conforming to samplesand specifications provided.

Given a sample job application form anddefinitions of terms contained the form,complete the application form i,.gibly for aselected business job, according to instructionsprovided.

Given inventories and guidelines on personalfactor analysis, evaluate personal factors thataffect individual career choices by completingthe forms provided according to instructions.

Given a list of reasons why people work,ide itify those reasons with 80% accuracy bylabeling each as an economic, social, orpsychological reason.

Given information about the present andpotential uses of computers, employmenttrends, and protection from discrimination inemployment, describe factors that will affectthe future of work by completing an instruc-tor-prepared test with 8096 accuracy.

An

BEH-1

BUSINESS EDUCATION FOR THE HANDICAPPED

Course Code: 6745

Suggested Grade Level 10, 11, 12

Prerequisites: None

Course nescription:

Business Education for the Handicapped is a course designed by each Local EducationAgency to serve handicapped students who desire and can benefit from businesseducation. The course is developed cooperatively between local business educationand special education personnel in consultation with the Business Education Service.The course must be designed to accommodate the identified handicapping conditionand the jobs available locally (when occupational preparation is the purpose). Courselength will be determined by student and job needs. Appropriate competencies shouldbe selected from business education program and course competencies.

40

Course Code:


Prerequisites:

BUSINESS MANAGEMENT

6135

11, 12

None

BM-1

Course Description:

Business Management is a half-year, single-period course. Students are provided ageneral overview of national and international business and the social and economicenvironments of business. Topics include business ownership, finance, communica-tions, human resources, and management functions.

COMPETENCIES

Business Ownership

1. Differentiate among the formsof business ownership.

2. Explain how to start a business.

Finance

3, Ci.-.1.sify sources of capital.

4. Select a financial institutionfor a business.

5. Evaluate credit applications.


Given information on the various types ofbusiness ownership and individual statementsdescribing the characteristics, advantages, anddisadvantages of each type, differentiateamong the forms of business ownership byidentifying with 80% accuracy the form towhich each statement applies.

Given information and class discussion onactivities and procedures necessary to start abusiness, explain how to start a business bylisting in correct sequence the activities andprocedures, as identified during class discus-sion.

Given definitions of proprietary and borrowedcapital ancia- list of sources of capital, classifyeach as proprietary or borrowed capital with100% -:uracy.

Given.several case problems that describe theneeds of businesses, select the financial insti-tution in each case that most effectivelymeets the needs of the business, with thechoices rated acceptable according to selec-tion factors discussed in class.

Given information on factors in allowing ordenying credit and four credit applications,evaluate each by listing the factors in favor ofand against the e,,tension of credit and make adecision to allow or deny, with them decisions inthree of the four cases matching those of theinstructor.

50

BM -2

BUSINESS MANAGEMENT (continued)

COMPETENCIES

6. Select appropriate insurancefor a business.

Information Processing

7. Explain how word processingwould increase the efficiencyof a business.

8. Identify ways that a businesscan increase efficiency throughdata processing.

9. Select records to provide spe-cific types of information.

Management Functions

10. Construct organizational charts.

11. Apply the principles of goodmanagement.

12. Compare various leadershipstyles.


Given information on types of business insur-ance and a list of business risks, select appro-priate insurance for a business by stating with80% accuracy the type of insurance that wouldcover each risk.

Given information on word processing capa-bilities and a case study of a business withinternal and external communication needs,explain how word processing would increasethe efficiency of the business, with theexplanation rated acceptable according to achecklist based on information given in classdiscussion.

Given information on data processing capabili-ties and a description of a business, identifywith 100% accuracy two ways that the busi-ness could increase efficiency through dataprocessing.

Given a list of information needed and a list ofrecords kept by a business, select records toprovide specific types of information bymatching with 80% accuracy the items ofneeded information with the appropriate rec-ord.

Given. a written description of a company'sinternal structure, construct its organizationalchart, meeting all specifications included oninstructor's checklist.

Given information on good management prin-ciples and case studies of management prob-lems, apply the principles of good managementby correctly stating which of the principles ofresponsibility, accountability, unity of com-mand, or span of control would solve theproblem in each case study.

Given descriptions of various leadership styles,compare them by correctly listing the advan-tages and disadvantages of each according toan instructor-provided checklist.

51

BM-3


COMPETENCIES

Marketing Management

13. Select and justify the mostappropriate channel of distribu-tion.

14. Evaluate a purchasing system.

15. Apply pricing procedures.

16. Evaluate activities of sales-persons.

17. Select and justify anadvertising program.

Personnel Administration

18. Evaluate personnel policies.

19. Evaluate wage/salary plans.

52


Given information on product distribution anda case situation involving a product and identi-fying the producer and consumer, select andjustify the most appropriate channel of distri-bution for the product by completing with 80%accuracy a worksheet accompanying the casestudy.

Given a description of a purchasing system,evaluate the system by stating the steps in-volved in the ordering and receiving of goods,identifying any problems with the system, andoffering a solution to problems identified, withthe evaluation rated acceptable according to achecklist based on information provided inclass.

Given information on pricing procedures andproblems involving pricing, apply pricing pro-cedures by solving the problems with 80%accuracy according to instructor-preparedguidelines.

Given demonstration of five sales activities,evaluate the activities of the salesperson bycorrectly classifying four of the five as effec-tive or ineffective according to an instructor-provided checklist.

Given a case situation and guidelines on theeffective advertising of products and services,select an advertising program to fit the situa-tion and justify the selection according to theguidelines provided.

Given five personnel policies, evaluate thepolicies by writing a statement of defense orcriticism of each, with four of the fivestatements correct according to factorsdiscussed in class.

Given a chart of wage/salary plans, evaluate-the plans by determining the one most advan-tageous to the employer and providing justifi-cation for the selection, with the evaluationjudged acceptable according to an instructor-provided checklist.

BM-4


COMPETENCIES

20. Identify possible solutions tolabor problems.

Production and OperationsManagement

21. Apply management functions toproduction.

22. Describe allocations of companyresources to production.

Scope of Business

23. Contrast the American freeenterprise system with othereconomic systems.

24. Identify government regulationsthat affect business.

25. Describe current trends inbusiness.


Given information on labor issues and casestudies involving labor problems, identify apossible solution to each problem by complet-ing with 90% accuracy the worksheet pro-vided.

Given information on management functionsand a case study of a business that produces aproduct, apply management functions to theproduction of the product by describing thefacilities and stating how quantities, quality,and costs may be controlled, performancerated acceptable according to a checklistbased on project guidelines previously providedin class.

Given information on operations management,describe the allocation of company resourcesto production of a product or service by com-pleting a written test with 80% accuracy.

Given information on economic systems, con-trast the American free enterprise systemwith other major economic systems by com-pleting a worksheet according to the instruc-tions provided.

Given information on government. regulationsand case problems, identity the federal, state,or local regulations that affect business byanswering the questions that accompany eachcase with 85% accuracy.

Given a list of current trends in business,describe each by explaining how it would af-fect a business according to a checklist basedon factors previously identified in class discus-sion.

6SM -1

BUSINESS SUPERVISION AND MANAGEMENT

Course Code: 6430.


Prerequisites: None

Course Description:

Business Supervision and Management is a one-year, single-period course that helpsstudents apply basic concepts of management, including functions of planning,organizing, staffing, directing, and controlling. Instructional topics include forms ofbusiness ownership; personnel management; policies, procedures and philosophies ofbusiness management; decision-making; human relations; and motivation.

COMPETENCIES

Business Ownership

1. Differentiate among the formsof business ownership.

2 Explain how to start a business.


Include all competencies fromAppendix A for instruction in .

communication skills.

Employability Skills and Leader-ship Development



Given information on the various types ofbusiness ownership and individual statementsdescribing the characteristics, advantages, anddisadvantages of each type, differentiateamong the forms of business ow.v.!..ship byidentifying with 80% accuracy the form towhich each statement applies.

Given information and class discussi^n onactivities and procedures necessary to start abusiness, explain how to start a business bylisting in correct sequence the activities andprocedures, as identified during class discus-sion.

BSM-2

BUSINESS SUPERVISION AND MANAGEMENT (continued)

COMPETENCIES

Finance

3. Classify sources of capital.

4. Select a financial institutionfor a business.

5. Evaluate credit applications.

6. Select appropriate insurancefor a business.

Info tion Processing

7. U. .3 base management soft-wat solve business problems.

8. Use spreadsheet software tosolve business problems.

9. Use word processing softwareto originate draft copy.


Given definition of proprietary and borrowedcapital and a list of sources of capital, classifyeach source as proprietary or borrowed capitalwith 100% accuracy.

Given several case problems that describe theneeds of businesses, select the financial inst-itution in each case that most effectivelymeets the needs of the business, with thechoices rated acceptable according to selec-tion factors discussed in class.

Given information on factors in allowing ordenying credit and four credit applications,evaluate each by listing the factors in favor ofand against the extension of credit and make adecision to allow or deny, with the decisions inthree of the four cases matching those deci-sions of the instructor.

Given information on types of business insur-ance and a list of business risks, select appro-priate insurance for a business by stating with80% accuracy the type of insurance that wouldcover each risk.

Given a familiar database management pro-gram and appropriate reference manuals,apply the program to a typical task, such as amailing list or filing system, using correctoperating procedures.

(a) Given access to a microcomputer, aspreadsheet program disk, and appropriate ref-erence manuals, enter data and formulas,using correct operating procedures.

(b) Given a familiar, established spreadsheet,answer typical "what if" questions withoutassistance from the instructor.

(a) Given access to a microcomputer, a wordprocessing program, and data disk, create doc-uments (letters, memoranda, announcements,manuscripts, etc.) to be formatted and finaliz-ed by the administrative support person, withdocuments meeting guidelines established inclass.

5

BSM-3


COMPETENCIES

9. Use word processing software tooriginate draft copy (continued).

10. Communicate through telecom-munications systems.

Management FunctionsPlanning

11. Identify specific managementobjectives and develop a planfor meeting them.

12. Use problem-solving steps toreach solutions to managementproblems.

13. Identify the impact ofchanging technology on theoffice worker.


(b) Given access to P microcomputer, a wordprocessing program, and data disk, producemailable documents.

(a) Given instruction in the concept of electro-nic mail, demonstrate (or explain in the ab-sence of equipment) the use of electronicmail, following accepted guidelines of the in-structor.

(b) Given instruction in the use of databaseand access to a microcomputer, telephonemodem, and public database, access a publicdatabase to gain information specified by theinstructor and provide an accurate record ofthe information.

(c) Given access to a microcomputer, a famil-iar electronic communications program, andappropriate reference manuals, access, trans-mit, store, and retrieve data from a remotecomputer system, using correct operating pro-cedures.

Given a case study for an office with lowproductivity and a list of common manage-ment objectives, establish two specific man-agement objectives for improving the produc-tivity of the office and develop a plan to meetobjectives, following instructor-prepared guid-elines.

Given two office management problems, suchas an employee conflict.over coffee breaksinadequate customer service on billing errors,use problem-solving steps to solve the prob-lems, with the solutions containing all factorslisted on instructor-prepared checklist.

Given current articles on office technology,identify three effects changing technology hason the office worker, with the identificationrated acceptable according to instructor-prepared checklist.

5C

BSM-4


COMPETENCIES

Management FunctionsOrganizing

14. Construct a simple line andstaff organization chart.

15. Explain authority relation-ships shown on an organiza-tional chart.

16. Explain effectsof variousmanagement tools.

17. Compare the responsibilitiesof supervisors of differentlevels.

Management FunctionsStaffing

18. Develop a plan for identifyingfuture staffing needs of anoffice.

19. Select the most qualified candi-date for a specified position.

20. Select appropriate employeetraining programs.


Given a written description of a company'sinternal structure, construct its organizationalchart, meeting all specifications included oninstructor's checklist.

Given an organizational chart and appropriateinformation, identify authority relationshipsshown on the chart and explain them, with theexplanations containing all factors on instruc-tor-provided checksheet.

Given information on various managementtools and case problems, explain span of super-vision, delegation of authority, division ofwork, and unity of command on managementby determining which tools would solve eachcase problem, with the solutions judged ac-curate according to instructor-provided guide-lines.

Given information on supervisory responsibili-ties, identify and compare responsibilities ofan upper-level manager, middle manager, andfirst-level supervisor, including all points ofcomparison on an instructor-provided check-list.

Given appropriate source material, develop aplan for identifying future staffing needs of anoffice, including all factors on instructor-provided checklist.

Given three completed applications andinformation about a specific available officeposition, select the most qualified candidatefor the position, with the selection conformingto instructor-prepared guidelines.

Given information on employee training pro-grams and two case situations involving officeemployees with specific training needs, selectappropriate training programs for the em-ployees, with the program selections contain-ing all factors listed on instructor-providedchecksheet.

BSM-5


COMPETENCIES

21. Evaluate employee's perform-ance relative to performanceobjectives.

Management FunctionsDirecting

22. Recommend ways to overcomecommunication barriers.

23. Determine techniques for moti-vating employees.

24. Identify ch.racteristics of aneffective leader.

. Management Functions-- Control-ling

25. Explain the role of budgets ascontrol devices.

26. Identify specific factorscontributing to the cost ofoffice operations.

Marketing Management

27. Select and justify the mostappropriate channel of distribu-tion.


Given information about an office employee'sperformance and performance objectives,evaluate the employee's performance accord-ing to instructor-prepared guidelines.

Given class discussion and simulated situa-tions, identify three communication barriers,such as language, status and position, resis-tance to change, or prejudice, and describeways each can be overcome, with the descrip-tions conforming to instructor-prepared guide-lines.

Given information on motivational techniquesand case situations for three employees, de-termine techniques for motivating employeesbased on their individual needs according tofactors on an instructor-provided checklist.

Given explanation of leadership styles andcase studies involving various leadershipstyles, identify with 100% accuracy thosecharacteristics that are effective in a leaderaccording to instructor-prepared guidelines.

Given a budget for office operations, describethree ways the budget serves as a controldevice, with the descriptions containing allfactors on instructor-provided checklist.

Given information on costs and details of twooffice operations such as filing, voice com-munications, or word processing, identify spe-cific factors that contribute to the cost of thetwo operations, with the identification ratedaccurate according to instructor-provided list.

Given information on product distribution anda case situation involving a product and identi-fying the producer and consumer, select andjustify the most appropriate channel of distri-bution for the product by completing with 8096accuracy a worksheet accompanying the casestudy.

5 S

BSM-6



28. Evaluate a purchasing system. Given a description of ct purchasing system,evaluate it by stating the steps involved in theordering and receiving of goods, identifyingany problems with the system, and offering asolution to problems identified, with theevaluation rated acceptable according to achecklist based on information provided inclass.

29. Apply pricing procedures.

30. Evaluate activities of sales-persons.

31. Select and justify an adver-tising program.

Personnel Administration

32. Evaluate personnel policies.

33. Evaluate wage/salary plans.

34. Identify possible solutionsto labor problems.

Given information on pricing procedures andproblems involving pricing, apply pricing pro-cedures by solving the problems with 80%accuracy, according to instructor-preparedguidelines.

Given demonstrations of five sales activities,evaluate the activities of the salesperson bycorrectly classifying four of the five as effec-tive or ineffective according to an instructor-provided checklist.

Given a case situation and guidelines on effec-tive advertising of products and services, se-lect an advertising program to fit the situationand justify the selection according to theguidelines provided.

Given five personnel policies, evaluate themby writing a statement of defense or criticismof each, with four of the five statementscorrect according to factors discussed in class.

Given a cha-rt of wage/salary plans, evaluatethem by determining the one most advanta-geous to the employer and providing justifica-tion for the selection, with the evaluationjudged ac:eptable according to a checklistprovided by instructor.

Given information on labor issues and casestudies involving labor problems, identify apossible solution to each problem by complet-ing with 90% accuracy the worksheet pro-vided.

BSM-7


COMPETENCIES

Production and Opera-tions Management

35. Apply management functionsto production.

36. Describe allocations of com-pany resources to production.

Scope of Business

37. Contrast the American freeenterprise system with othereconomic systems.

38. Identify government regulationsthat affect business.

39. Describe current trends inbusiness.

40. Identify opportunities, responsi-bilities, and restrictions of in-ternational trade.


Given information on management functionsand a case study of a business that produces aproduct, apply management functions to theproduction of the product by describing thefacilities and stating how quantities, quality,and costs - may be controlled, with theperformance rated acceptable according to achecklist based on project guidelines providedin class.

Given information on operations management,describe the allocation of company resourcesto production of a product or service by com-pleting a written test with 80% accuracy.

Given information on economic systems, con-trast the American free enterprise systemwith other major economic systems by com-pleting a worksheet according to the instruc-tions provided.

Given information on governmental regula-tions and case problems, identify the federal,ste r:e, or local regulations that affect businessby answering the questions that accompanyeach case with 85% accuracy.

Given a list of current trends in business,describe each by explaining how it would af-fect a business, according to a checklist basedon factors identified in class discussion.

Given instruction on international trade andbusiness operations, identify opportunities, re-sponsibilities and restrictions by passing awritten test with an accuracy standard desig-nated by the instructor.

GO

Course Code:


Prerequisites-

Course Dexription:

CLERICAL ACCOUNTING I

6340

11

Keyboarding--18 weeks

CAI-1

Clerical Accounting I is a one-year, double-period course that emphasizes numericalinformation processing, recordkeeping, and basic accounting skills. Students aretaught touch operation of calculating equipment and are introduced to other equip-ment used in business offices. Additional instruction includes business mathematics,communication skills, keyboarding skills, data processing, and development of employ-ability skills.

COMPETENCIES

Accounting: Establishment ofRecords

1. Use accounting terms correctlyas they occur in oral or writtenwork.

2. Prepare a beginning balancesheet.

3. Record and post the openingentry.

4. Locate and correct errors.

Accounting: Business Trans-actions

5. Debit and credit accounts fortransactions involving increasesand decreases to the accounts.

6. Journalize business transactionsfor a designated period.


Given definitions and a list of accountingterms, use each term in the proper contextwith 80% accuracy in both written and oralexercises.

Given an accounting form and the necessarydata, prepare a beginning balance sheet with100% accuracy.

Given a beginning balance sheet and necessaryforms, record opening entry in general journal,open ledger accounts, and post opening entrywith 100% accuracy.

Given problems with errors, locate and correcterrors with 80% accuracy.

Given 10 transactions involving increases anddecreases to accounts, analyze each and com-pute final account balances with 80% accu-racy:

Given necessary journals and transactions fora designated period, record the transactionswith 80% accuracy.

61

1

CAI-2

CLERICAL ACCOUNTING I (continued)

COMPETENCIES

7. Total columns and prove theequality of debits and creditsin one set of journals.

8. Prove cash.

9. Post accounts to the properledger for a designatedperiod.

Accounting: End-of-FiscalPeriod

10. Prepare a trial balance toprove equality of debits andcredits posted to ledgeraccounts.

11. Adjust acco, 'ts in propercolumns on worksheet.

12. Journalize and post adjustingentries.

13. Complete worksheet to deter-mine amount of income or lossfor a fiscal period.

14. Close the ledger by preparingentries needed for summary,capital, and drawing accounts.

15. Post closing entries.

16. Prepare a post-closing trialbalance to prove the equalityof debits and credits postedto the accounts.

17. Prepare an income statementfrom a completed worksheet.


Given a journal with recorded transactions,total columns and nrove equality of debits andcredits with 100% accuracy.

Given a journal with recorded transactions andactual cash balances, prove cash, total, andrule journals with 100% accuracy.

Given journals with entries and necessaryledgers for a designated period, post entrieswithout error.

Given a general ledger and a worksheet, pre-pare a trial balance with 100% accuracy.

Given a worksheet with completed trial bal-ance and adjustment data, adjust five accountswith 10096 accuracy.

Given a completed worksheet, journal, andledger, journalize and post adjusting entrieswith 100% accuracy.

Given an eight-column worksheet with trialbalance and adjustment columns, complete theworksheet with 100% accuracy.

Given a completed worksheet and a journalrecord the dosing entries with 100% accuracy

Given a journal with closing entries recordand a ledger, post the closing entries wi100% accuracy.

Given a closed ledger, prepare a post- dostrial balance with 100% accuracy.

Given a completed worksheet and reportprepare an income statement with 100%racy.

62

dth

ing

form,accu-

CAI-3


COMPETENCIES

18. Prepare a distribution of netincome statement.

19. Prepare a Capital statementfrom a completed worksheetand capital account information.

20. Prepare a balance sheet froma completed worksheet andcapital statement.

21. Prepare supporting schedulesfor accounts receivable, ac-counts p,:yable, and cost ofgoods sold.


22. Complete mathematic& calcu-lations, including addition, sub-traction, multiplication, anddivision of whole numbers, deci-mals, and fractions.

23. Complete calculations includingdecimal and percentage conver-sions, simple and compoundinterest, discounting a note, andinstallment interest using the60-day method.

24. Define and compute calculationsincluding trade and cash dis-counts, markups, and markdowns.

25. Operate calculating equipmentat a minimum rate and with anerror tolerance acceptable foremployment.

26. Compute, verify amounts, andobtain totals for all items onbusiness forms.


Given net income loss, distribution data, andform, prepare a distribution of net incomestatement with 100% accuracy.

Given a completed eight-column worksheetand a two-column statement form, prepare acapital statement with 100% accuracy.

Given a completed eight-column worksheet,statement form, and completed capital state-ment, prepare a balance :thee t with 100%accuracy.

Given subsidiary ledgers, completed work-sheet, and forms, prepare supporting scheduleswith 100% accuracy.

Given Z.' skills review and necessary instruc-tion, perform mathematical calculations with80% accuracy on E.1 set of 20 problems requir-ing addition, subtraction, multiplication, anddivision of whole numbers, decimals, and frac-

Given necessary information, perform calcula-tions with 80% accuracy to solve 20 problemsinvolving decimal and percentage conversions,simple and compound interest, and note andinstallment interest.

Given necessary information and 20 wordproblems, define the required terms and com-pute with 80% accuracy the required dis-counts, markups, and markdowns.

Given access to a calculator and 20 problems,use the touch system to solve the problemswith 90% accuracy within 15 minutes .

Given 10 business forms and access to acalculator, compute, verify amounts, and ob-tain totals for all items with 100% accuracy.

11) 3

CAI-4


COMPETENCIES

Checking Accounts

27. Complete accurate and legiblechecks for payments.

28. Endorse checks with appropriateendorsement.

29. Prepare accurate and legibledeposit slips.

30. Prepare a simple reconciliation.

31. Journalize entry from recon-ciliation of bank statement.



32. Locate basic telephone infor-mation.

33. Answer routine calls, give non-confidential information, andrecord messages clearly.

34. Place simulated local and longdistance calls of a rcutine nature,using the directory when neces-sary.

Data Processing

35. Define basic data processingterms.

36. Identify the effects of elec-tronic data processing onaccounting work.


Given blank checks and stubs and necessarydata, complete all checks with 100% accuracy.

Given five completed checks and five endorse-ment situations, endorse each check appropri-ately.

Given three blank deposit slips and necessarydata, complete the slips accurately and legi-bly.

Given the necessary data, prepare a bankreconciliation with 100% accuracy.

Given a completed bank reconciliation andjournal, journalize the expenses correctly.

Given a local telephone directory and list of25 questions, use the directory to locate typesof services, calls, time zones, and types ofequipment with 80% accuracy,

Given a telephone or Business Trainer, fivesituations, and message pad, record the mess-age and response appropriate to each routinecall with 100% accuracy.

Given a telephone or Business Trainer and fivesituations, place calls, with all items oninstructor's checklist rated acceptable.

Given definitions and a list of data processingterms, identify the correct definition of eachwith 80% accuracy on an objective test.

Given a microcomputer application, identifythe effects of electronic data processing onaccounting work with 80% accuracy.

e4.

CAI-5


COMPETENCIES

Employability skills and Leader-ship Development


Keyboarding

37. Select and use appropriateformats for business corres-pondence.

38. Keyboard straight copy at aminimum rate wit an errortolerance acceptable foremployment.

39. Use various correction media.

40. Keyboard from handwritten oredited rough draft copy.

41. Keyboard routine informationon pre-printed forms.

42. Keyboard from handwritten oredited rough draft material,tables or statistical reports,such as a balance sheet, itiner-ary, bid, budget, or agenda.

Maintenance and Care of OfficeEquipment

43. Change the ribbon, replace thepaper tape, and make minormachine adjustments.


Given five correspondence situations andnecessary forms, select and use appropriateformats with 100% accuracy.

Given access to a keyboard, straight copy, anda five-minute timed writing, keyboard at aminimum rate with an error tolerance ac-cc.ptable for employment by Civil Serviceminimum standards.

(NOTE: Civil Service minimum is 40 wordsper minute with no more than three errors infive minutes. Number of errors allowed in-creases as speed increases. Refer to CivilService Handbook for further information.

Given straight copy and various correctionmedia, keyboard and correct so material ismailable.

Given two rough draft business letters andformat, keyboard two mailable letters within60 minutes.

Given routine information and three short pre-printed forms, keyboard in the appropriatespaces evenly aligned copy, with all errorscorrected, within 45 minutes.

Given two statistical papers in rough draftform, keyboard the reports within 50 minutes,with copy appropriately placed and all errorscorrected.

Given a c Ilculator, ribbon, and tape, correctlychange ribbon, replace tape, and make anynecessary adjustments according to an opera-tor's manual checklist.

CAI-6


COMPETENCIES

44. Clean keys or element andremove dust, change ribbon,and make machine adjustments.

Payroll

45. Compute gross earnings foremployees.

46. Compute deductions for em-ployees.

47. Compute net pay.

48. Prepare employee ear-"-gsrecords.

49. Prepare five payroll records.

50. Journ :lize and post entries forpayroll, including wage andsalary expenses, employee FICAtaxes, federal income taxes,state income taxes, and otherdeductions.

51. Journalize and post entries forthe employer FICA, FUTA, andSUTA taxes. ,

Purchase and Sales

52. Select appropriate purchasesand sales forms for varioustransactions.


Given access to keyboarding equipment andsupplies, correctly clean, change ribbon, andmake machine adjustments according to ateacher's checklist.

Given number of hours worked and hourly rateor salary or commissions data, compute grossearnings for five employees with 100% accu-racy.

Given a payroll register with gross earningsrecorded for five employees, appropriate taxcharts, and pertinent data, determine and re-cord required and voluntary deductions with100% accuracy.

Given a payroll register with gross earningsand total deductions for five employees, com-pute net pay with 100% accuracy.

Given a completed register and earnings re-cords, record the information from the payrollregister in the employee earnings records andcalculate accumulated earnings with 10096 ac-:..uracy.

Given a completed payroll register and fiveblank payroll checks, prepare payroll with100% accuracy.

Given a completed payroll register, a journal,and a ledger, journalize and post employees'payroll, including all deductions, with 100%accuracy.

Given a completed payroll register, employer's.tax rates, a journal, and a ledger, journalizeand post the employer's payroll tax liabilitieswith 100% accuracy.

Given necessary instruction and five transac-tions, select the appropriate purchase andsales forms with 80% accuracy.

CAI-7


COMPETENCIES

53. Process unpaid invokes withaccompanying receiving docu-ments.

5. Post purchases and sales onaccount directly to theproper ledger accounts frominvoices, credit memos, andchecks, and compute thebalances.

55. Prepare requisitions forsupplies and equipment tobe ordered from catalogs.

56. Prepare purchase orders andinvoices, including computationof applicable discounts and salestaxes.

57. Prepare customer monthly state-ments from unpaid customerinvoices or from ledger sheets.

Reprographics

58. Use correct terminology whendescribing supplies and machineparts for photocopy equipment.

59. Prepare an acceptable copy forduplication by the photocopyprocess.

60. Operate photocopy equipmentto produce clear, quality copies.

Time Resource Management




Given five unpaid invoices and documents,process each with 80% accuracy.

Given 10 purchases and sales on account andledger accounts, post from the invoices, creditmemos, checks, and compute balances with90% accuracy.

Given catalogs, list of supplies to be ordered,and requisition forms, prepare forms accordingto instructor's checklist.

Given five purchase orders and invoice forms,appropriate discount and tax information, andnecessary data, prepare forms with 90% accu-racy.

Given five statement forms and unpaidinvoices or ledger, prepare forms with 100%accuracy.

Given a list of terms and definitions forphotocopy equipment, match terms to defini-tions with 8096 accuracy.

Given appropriate photocopy supplies and in-structions, prepar:, an acceptable copy forduplication according to instructor's checklist.

Given a prepa:ed copy for duplication, operatephotocopy equipment to produce clear qualitycopy according to instructor's checklist.

Ciiven an assigr.ed work station and a checklistfor maintaining it, maintain an orderly workstation for 90% of the grading period, allitems on checklist rated acceptable.


r

Course; Code:


Prerequisites:

Course Description:

CLERICAL ACCOUNTING II

6350

12

Clerical Accounting I

CAII-1

Clerical Accounting II is a one-year, single-period course with Cooperative OfficeEducation or a double-period class without Cooperative Office Education. Accountingskills learned in Clerical Accounting I are further developed. Special accountingapplications and accounting for partnerships and corporations are included. Inaddition, skills in mail processing, records management, and automated accounting aredeveloped. Instruction is provided in human relations skills, job-seeking skills, officeprocedures, and organizational skills.


Accounting Cycle Review

1. Perform skills involved in com-pleting an accounting cyclefor a retail business, usingeither a combination journal orspecial journal.

2. Define typical accounting terms.

3. Record transactions in combina-tion journal and special journalsand post to general and subsidi-ary ledgers.

4. Prepare an eight-column work-sheet with adjustments.

5. Prepare capital statement,income statement, and balancesheet.

6. Record and post adjusting andclosing entries.

Accounting: Special Applications

7. Record sales tax entries inappropriate journals and post.

Given necessary data and forms, comp' e allsteps in the accounting cicle for a retailbusiness with 90% accuracy.

Given definitions and a list of accountingterms, define terms with 90% accuracy on anobjective test.

Given transactions, journals, and ledgers, rec-ord transactions and post with 90% accuracy.

Given a worksheet with a completed trialbalance and adjustment data, prepare aneight-column worksheet with 10096 accuracy.

Given a completed worksheet, necessaryforms, and general ledger, prepare a capitalstatement, income statement, and balancesheet with 9096 accuracy.

Given a completed worksheet, a journal, andledger accounts, record and post adjusting'andclosing entries with 90% accuracy.

Given three sales tax transactions, journals,and ledgers, record and post sales tax entrieswith 90% accuracy.

CAII-2

CLERICAL ACCOUNTING II (continued)

COMPETENCIES

8. Compute bad debts expense.

9. Journalize and post the adjust-ing entry for bad debts expense.

10. Journalize and post entries towrite off uncollectible accounts.

11. Journalize and post transactionfor the collection of an accountpreviously written off.

12. Prepare financial statementsthat report bad debts informa-tion.

13. Define terms related to depre-ciation.

14. Compute depreciation, usingAccelerated Cost RecoverySystem and declining balancemethods.

1,5. Journalize and post transactionsfor depreciation expenses previ-ously computed.

16. Journalize and post transactionsfor selling, discarding, ortrading fixed assets.

17. Prepare financial statementsthat report depreciation infor-mation.


Given necessary information, compute baddebts expense with 90% accuracy.

Given a completed worksheet journal andledger, journalize and post the adjusting entryfor bad debts expense with 100% accuracy.

Given the data, a journal, and ledger, jour-nalize and post entries to write off threeuncollectible accounts with 90% accuracy.

Given the data, a journal, and a ledger, jour-nalize and post with 100% accuracy theentries for the collection of an accountpreviously written off.

Given a completed worksheet and the neces-sary -forms, prepare with 90% accuracy thefinancial statements that report bad debts.

Given a list of depreciation terms, defineterms with 90% accuracy.

Given cost, salvage value, and life of twoassets, compute with 80% accuracy the depre-ciation on each asset, using Accelerated CostRecovery System and declining balance meth-ods .

Given a worksheet journal and ledger ac-counts, record adjusting entries on worksheet,journalize, and post with 90% accuracy.

Given six transactions, journal, and ledgeraccounts, journalize and post the transactionswith 80% accuracy.

Given a completed worksheet and forms, pre-pare the income statement and balance sheetshowing depreciation information with 90%accuracy.

18. Define notes receivable and Given a list of notes receivable and payablenotes payable terminology. terminology, define terms with 80% accuracy.

CAII-3


COMPETENCIES

19. Compute maturity dates andinterest on notes receivable.

20. Compute bank discounts andproceeds on notes payable.

21. Journalize and post transactionsfor notes, interest, and bankdiscounts.

22. Prepare financial statementsthat accurately report notesreceivable and notes payable.

23. Define accrued income andexpense terminology.

24. Plan adjustments on worksheetand post adjusting entries foraccre.-..d revenue and accruedexpenses.

25. Prepare financial statementsthat accurately report accruedincome and accrued expenses.

26. Journalize and post reversingentries for accrued income andexpenses.

27. JoUrnalize and post transactionto establish the petty cash fund.

28. Prc'pare petty cash vouchersand record them in the pettycash book.

29. Journalize and post the entryto replenish the petty cash fund.


Given two notes rec-eivabie, compute maturitydates any interests with 90% accuracy.

Given two notes payable, compute discountsand proceeds with 90% accuracy.

Given 10 transactions involving notes, in-terest, and bank discounts, a journal, and led-ger accounts, journalize and post the trans-actions with 8096 accuracy.

Given a completed worksheet and necessaryforms, prepare an income statement and bal-ance sheet reporting notes receivaoie and pay-able with 90% accuracy.

Given lists of accrued income and expenseterminology, define terms with 80% accuracy.

Given adjustment data and necessary forms,plan adjustments, journalize, and post with80% accuracy.

Given a completed worksheet and forms,prepare the income statement and balancesheet to show accrues income and expenseswith 90% accuracy.

Given a completed worksheet journal and led-ger, journalize and post the necessary revers-ing entries with 80% accuracy.

Given a journal, ledger, and necessary pettycash information, journalize and post thetransaction to establish the petty cash fundwith 90% accuracy.

Given five petty cash vouchers, expense infor-mation, and petty cash book, prepare the vou-chers and record in petty cash book with 9096accuracy.

Given a journal, ledger, and five petty cashvouchers, journalize and post the entry toreplenish the petty cash fund with 90% accu-racy.

CAII-4


COMPETENCIES

Accounting: Partnerships andCorporations

30. Define terms related to thepartnership and distribution ofincome.

31. Define terms related to corpora-tions, stock, and retainedearnings.

32. Record opening entry for apartnership.

33. Record opening entry for acorporation.

34. Record entry for sales ofadditional capital stock shares.

35. Record entries for declarationand payment of dividend.

36. Complete end-of-fiscal-periodwork for a partnership.

37. Complete end-of-fiscal-periodwork for a corporation.



Data Processing

38. Interpret a systems flowchart.

39. Complete a trial balance, usingautomated accounting software.


Given a list of partnership and distribution ofnet income terminology, define the terms with80% accuracy.

Given a list of corporation, stock and retainedearnings terminology, define the terms with80% accuracy.

Given the articles of partnership and a journal,record the opening entry for the partnershipwith 90% accuracy.

Given the articles of incorporation and a jour-nal, record the opening entry for the corpora-tion with 9096 accuracy.

Given five stock transactions and a journal,record the entries with 80% accuracy.

Given five dividend transactions and a journal,record the entries with 80% accuracy.

Given a worksheet with completed trialbalance, adjustment data, distribution data,and the necessary form, prepare a worksheetform and end-of-fiscal-period financial state-ments with 80% accuracy.

Given a worksheet with computed trial bal-ance adjustment data and completed ledger,prepare a worksheet and end-of-fiscal-periodstatements with 80% accuracy.

Given a systems flowchart, list the stepsnecessary to print a general ledger trial bal-ance with 100% accuracy.

Given an automated accounting software pro-gram, access to a microcomputer, and sourcedata, generate a trial balance, with data veri-fied and all errors corrected.

71

CAII-5


COMPETENCIES

40. Enter and process accountspayable transactions and gener-ate related reports and chi ks,using automated accounts pay-able software.

41. Enter and process accountsreceivable transactions andgenerate related reports andcustomer statements, usingautomated accounts receivablesoftware.

42. Enter and process payroll trans-actions and generate related re-ports, using automated pa).-ollsoftware.



Keyboarding

43. Keyboard information on pre-printed forms.

44. Keyboard average-length tablesor statistical reports fromhandwritten or rough draftcopies.

45. Keyboard mailable, average-length business letters withspecial features and the appro-priate number of copies fromhandwritten or rough draftcopies.

Mail Processing

46. Process incoming mail.

72


Given automated accounts payable software,access to a microcomputer, and source data,process transactions, generating related re-ports and vendor checks with data verified andall errors corrected.

Given automated accounts receivable soft-ware, access to a microcomputer, and sourcedata, process accounts receivable trans-actions, generating related reports and custo-mer statements with data verified and allerrors corrected.

Given automated payroll software, access to amicrocomputer, and source data, process pay-roll transactions, generating related reportswith data verified and all errors corrected.

Given three types of blank preprinted businessforms and information for completing theforms, keyboard the information in mailableform with 90% accuracy.

Given one table and one statistical report,keyboard the information, making necessarycorrections, in mailable form with 80% accu-racy.

Given three handwritten or rough draft Aver-age-length letters, keyboard the letters withone carbon copy each, with two of the threeletters in mailable form.

Given pieces of incoming mail, including somemail marked "confidential" or "personal," anda date stamp, open, stamp, sort, and distributethe mail, with all items on an instructor-provided checklist rated acceptable.

CAII-6


COMPETENCIES

47. Process outgoing mail.

48. Determine most appropriateclassification for pieces ofmail.

Office Experience

49. Demonstrate and synthesizepreviously learned knowledge,skills, and attitudes to completethe tasks of a given position ina model office.

50. Perform the tasks required of apart-time office employer.

Records Management

51. Describe, use, or identifyrecords, terminology, andsupplies related to recordsmanagement.

52. Index, code, sort, and filedocuments alphabetically.

53. Sori. and file documents numeri-cally.

54. Retrieve information from files.

Tax Reports

55. Complete inuividual federalincome tax returns.


Given letters to be processed for mailing,addressed envelopes, postage scale, and theU.S. Postal Manual or current information onpostal rates, process the outgoing mail, withall items on an instructor-provided checklistrated acceptable.

Given lists of special mailing services anddescriptions, correctly match at least 80% ofthe items on the lists.

Given a simulated project or model officesimulation, periorm the assigned tasks, dem-onstrating and synthesizing previously learnedknowledge, skills; and attitudes in an accept-able manner, with all items on an instructor-provided checklist rated acceptable.

Given a related part-time position, completeassigned tasks according to a training plan,with acceptable ratings on all items.

Given information covering tt:rms, supplies,and related information, complete an objec-tive test on records management with 80%accuracy.

Given 15 pieces of correspondence, index,code, sort, and file 12 of the 15 pieces cor-rectly.

Given 15 pieces of correspondence, index,code, sort, and file 12 of the 15 pieces cor-rectly.

Given 10 requests for retrieval from simulatedfile, retrieve the requested documents andcorrectly complete an out card and a check-out record for eight of the 10 requests.

Given an individual income tax return, taxinstructions, and a simulated situation, com-plete the tax form with 100% accuracy.

CAII-7

CLERICAL ACCOUNTING II (c'ntinued)

COMPETENCIES

56. Complete an employer's quarter-ly federal tax return (form 941).

57. Complete an employer's federaltax deposit forms (forms 501and 508).

58. Complete an employer's annualreconciliation report of taxwithheld (Form W-3).

59. Complete an employer's federalunemployment tax report (Form940).

60. Complete an employer's stateunemployment tax form.

61. Complete a state sales taxreport.


62. Keep area in and wound thework station uncluttered.

63. Demonstrate cost-effective u$. eof resource materials throughefficient utilization of suppliesallocated in a classroom.


Given employer's earning records, tax in-structions, and form 941, complete the formwith 100% accuracy.

Given total income tax and FICA tax for aquarter, tax instructions, and form 501, com-plete the form with 100% accuracy.

Given copies of employee's W-4 Forms andForm W-3, complete the 7i-3 Form with 100%accuracy.

Given total payroll and unemployment taxwithheld for a year and Form 940, completethe form with 100% accuracy.

Given payroll information, tax instructions,and state unemployment tax form, completethe form with 100% accuracy,.

Given a comple-,ed income statement, tax in-structions, and sales tax report form, com-plete the form with 100% accuracy.

Given an assigned work station and a checklistfor maintaining it, maintain an orderly workstation for 90% of the grading period, with allitems on checklist rated acceptable.

Given a set of supplies to be used incompleting a simulation set, allocate and usesupplies in a cost-effective manner with mini-mum waste, as demonstrated by not requiringadditional supplies and completir-T all assign-ments.

Course Code:


Prerequisites:

Course Description:

COMPUTER CONCEPTS

6611

7, 8, 9, 10

None

CC-1

Computer Concepts is a half-year, single-period course that introduces data preces:ingand examines the evolution of computing equipment. Topics include computerterminology, components and functions of computers, ethics related to computer use,electronic databases as information sources, and computer-related careers. Preparedprograms and applications of data processing in the home, school, and community areincluded.

COMPETENCIES PEP.FORMANCE OBJECTIVES

Introduction

I. Identify basic dz.-.t? needs ofbusiness, industry, and govern-ment.

2. Sequence the steps in the dataprocessing cycle and explaineach step.

3. Distinguish among manual,mechanical, and electronic dataprocessing systems.

4. Identify the five components ofa computer system and discusstheir dependence on each other.

5. Describe historical events ofthe pre-computer era of dataprocessing.

Given necessary information and a list of dataprocessing applications inique to business, in-dustry, or government, match each applicationto business, industry, or government with 80%accuracy.

Given information on the data processingcycle, arrange the steps of the cycle sequen-tially and record a definition for each stepwith all steps correctly sequenced and defined.

Given information on the operations and de-vices of data processing systems, identify theoperations and devices as used in manual,mechanical, and electronic data processingsystems with 80% accuracy on a written test.

Given information on the methods of process-ing data, identify and describe the importanceof each of the five component parts of acomputer system with 80% accuracy on awrittenor oral test.

Given information and a list of historicalevents of the pre-computer era, describe atleast 80% of the events accurately, with eachdescription outlining the contribution made bythe event toward progress of technology lead-ing to the advent of the computer.

7 5

CC-2

COMPUTER CONCEPTS (continued)

COMPETENCIES

6. Explain the development ofvarious computer systems.

Computer Overview

7. Differentiate between digitaland analog computers.

8. Identify and explain the func-tions of the basic hardwarecomponents of a typical com-puter system.

9. Identify special purpose input/output devices and describe theirfunctions.

10. Explain the functions of thethree parts of the centralprocessing unit.

11. Categorize a list of programsaccording to functions.

12. Differentiate among high-levellanguages.


14. Distinguish between binary anddecimal number systems.

15. Convert decimal to binarynumbers and binary to decimalnumbers.


Given information and a list of early compu-ters, identify significant technological devel-opments of each in computer evolution with80% accuracy on a written test.

Given information on the types of cornouters,describe the differences between analog anddigital computers with 80% accuracy on awritten or oral test.

Given information on hardware function and alist of basic hardware components of a typicalcomputer system, write an explanation of thefunctions of each hardware component with80% accuracy.

Given information on special purpose Input/output devices, list six such devices anddescribe the functions of each with 100%accuracy.

Given information on the central processingunit of a computer, explain the functions ofthe three major parts with 90% accuracy.

Given a list of the different types of computerprograms and a list of the functions of varioustypes of programs, match the type of programwith the correct function with 80% accuracy.

Given information on program languages, de-scribe in writing COBOL, FORTRAN, RPG,and BASIC languages, with each descriptionindicating preferred use of language andjudged acceptable according to instructor'schecklist.

Given instruction on various methods of dataprocessing storage, identify selected methodsof storage as primary or secondary with 80%accuracy.

Given information on number systems, de-scribe the bases for the binary and decimalnumbering systems with 100% accuracy.

Given several decimal and binary numbers,convert decimal to binary and binary to deci-mal with 80% accuracy.

7;

CC-3


COMPETENCIES

16. Interpret information presentedin the format of a computer datarepresentation system.

Business, Society, andComputers

17. Identify computerized applica-tions in government, business,and industry.

18. Identify at least five ways inwhich computers aid consumers.

19. Identify common misconceptionsand myths related to the com-puter; describe violations ofprivacy, fraud, and crime; anddifferentiate between ethicaland unethical use of the com-puter.

20. Describe the impact computersmay have on society in thefuture.

Career Exploration

21. Identify educational programsavailable for data processingcareers.

22. Matc! _ a list of job titles withjob descriptions and entry-levelrequirements.


Given the coding scheme for a data represen-tation code, identify data represented in thecode with 80% accuracy.

Given information on computerized applica-tions, identify and give a brief description oftwo computerized applications each in govern-ment, business, and industry, with descriptionjudged acceptable according to instructor'sguidelines.

Given information on computer use, produce areport that describes five ways in which com-puters aid consumers, with report rated ac-ceptable according to instructor-developedchecklist.

Given information on computer use and misuseand several case studies, describe violations ofprivacy and fraudulent or criminal use of com-puters and determine whether each situation isethical, unethical, or criminal, with conclu-sions judged acceptable according to instruc-tor's checklist.

Given a list of new and emerging areas inwhich the computer plays an increasingly im-portant role, select a topic and prepare awritten report, to be presented orally, thatinclude the following components: (a) benefitsof using the computer; (b) advantages to work-ers; (c) benefits to individuals or consumers;(d) negatiVe aspects of computer use; and (e)future trends.

Given a list of data processing careers and alist of appropriate educational programs,match the items with 80% accuracy.

Given a list of job titles and a list of jobdescriptions and entry-level requirements,match the items with 80% accuracy.

CC*-4


COMPETENCIES

23. Construct a personal careerladder for two positions.

24. Give examples of new andfuture computer uses that willaffect career opportunities inthe data processing and officeoccupations areas.

Programming Concepts

25. Sequence the steps for prepar-ing a program.

26. Prepare a detailed programflowchart or other logicalsolution for a specifiedproblem.

27. Explain functions of commonlyused BASIC statements andcommands.

28. Code and run a BASIC programthat will produce a listing ofdata in report format.

29. Document a program.

30. Code and run a BASIC programthat will perform calculationson given data.


Given information about data processingcareers and descriptions of positions in thedata processing field, prepare a personal ca-reer ladder that includes data processing ca-reer choices, job descriptions, experience re-quirements, and salary scales.

Given a list of new and future uses of compu-ters, describe orally or in writing how each ofthese uses will affect career opportunities indata processing and office occupations, withdescriptions judged acceptable according toinstructor-provided guidelines.

Given the steps performed by a programmer incompleting a programming assignment, se-quence the steps with 90% accuracy.

Given a set of problem specifications for abusiness application, develop a flowchart orpseudocode showing a logical solution to theproblem with 80% accuracy.

Given information and a list of commonly usedBASIC statements and commands, describetheir functions with 100% accuracy.

Given a problem that requires the listing ofFBLA names and addresses, code and run aprogram that will produce a listing in reportformat, with program judged acceptableaccording to instructor's checklist.

Given record layouts, program flowchart, andprogram specifications, prepare a documenta-tion narrative that can be run successfully byanother student.

Given a problem to solve on the computer thatrequires calculations and/or comparisons ongiven data, code and run a program that willperform these calculations or comparisonswith 100% accuracy.

(NOTE: Problems involving sales tax, payroll,FBLA fundraising, and grade averaging wouldbe appropriate to meet this objective.)

CC-5


COMPETENCIES

31. Explain the purpose and useful-ness of word processing soft-ware packages.

32. Demonstrate the use of a wordprocessing software package.

33. Explain the purpose and useful-ness of a database softwarepackage.

34. Demonstrate the use of a data-base software package.


Given information on word processing con-cepts and terminology, explain in writing thepurpose and usefulness of a word processingsoftware package, with explanations rated ac-ceptable according to an instructor-providedchecklist.

Given information, training, and access toword processing equipment, key in and print ashort letter and/or a one-page report, ratedacceptable according to an instructor-providedchecklist.

Given information on database concepts andterminology, explain in writing the purposeand usefulness of a database software pack-age, with explanations rated acceptable ac-cording to an instructor-provided checklist.

Given a prepared database and access toequipment, enter and manipulate data bysearching for specified information, modifyingthe ,data, displaying the data, and printing thedata, with all procedures rated acceptableaccording to an instructor-provided checklist.

70

Course Code:


Prerequisites:

Course Description:

DATA PROCESSING I

6640

11

Keyboarding--18 weeks

DPI-1

Dace Processing I is a one-year, double-period course that introauces students to dataprocessing procedures and careers. Emphasis is placed on electronic data processingsystems. A programming language, such as BASIC, introduced. Accounting istaught and used as the basis for computer applications.


Accounting

1. Use accounting terms correctlyas they occur in oral or writtenwork.

2. Prepare a beginning balancesheet.

3. Record and post opening entry.

4. Debit ano credit accounts fortransactions involving increasesand decreases to the account.

5. Journalize business transactions.

6. Prove the equality of debits andcredits in one set of journals.

7. Prove cash.

8. Post journal entries to theproper ledger accounts.

9. Prepare a trial balance to proveequality of debits and creditsposted to ledger accounts.

10. Prepare income statement and abalance sheet from trial ialance.

Given a list of accounting terms and theirdefinitions, use the terms correctly in oral andwritten exercises with 80% accuracy.

Given asset, liability, and capital account bal-ances, prepare a beginning balance sheet with100% accuracy.

Given the beginning balance sheet, record andpost the opening entry with 100% accuracy.

Given 10 transactions involving increases anddecreases to accounts, debit and credit ac-counts with 100% accuracy.

Given the appropriate journal and transactionsfor one month, journalize the transactionswith 100% accuracy.

Given one page of a journal, prove the equalityof debits and credits with 100% accuracy.

Given the appropriate cash balances, provecash with 100% accuracy.

Given journal entries and ledger, post journalentries to the proper ledger accounts for aperiod of one month with 80% accuracy.

Given ledger accounts, determine balances andprepare a trial balance to , lye equality ofdebits and credits with 100% accuracy.

Given a trial balance, prepare an incomestatement and a balance sheet from trial bal-ance with 100% accuracy.

80

DPI -2

DATA PROCESSING I (continued)

COMPETENCIES

Automated Accounting

11. Complete a trial balance, usingautomated accounting software.

12. Enter and process accountspayable transactions andgenerate related reports andchecks, using automatedaccounts payable software.

13. Enter and process accountsreceivable transactions andgenerate related reports andcustomer statements, usingautomated accounts receivablesoftware.

14. Enter and process payroll trans-actions and generate a payrollregister, computerized checks,quarterly report, and W-4 Form.

Business Calculations

15. Perform the basic arithmeticalprocesses of addition, subtrac-tion, multiplication, and division.

16. Operate a 10-key calculatingmachine.

17. Compute and verify amounts andtotals on various business forms.




Given an automated accounting software pro-gram, access to a microcomputer, and sourcedata, produce a journal and ledger and gen-erate a trial balance, with all data verifiedand all errors corrected.

Given automated accounts payable software,access to a microcomputer, and source data,process transactions, generating related re-ports and vendor checks, with all data verifiedand all errors corrected.

Given automated accounts receivable soft-ware, access to a microcomputer, and sourcedata, process accounts receivable transac-tions, generating related reports and customerstatements, with all data verified and allerrors corrected.

Given automated payroll software, access to amicrocomputer, and source data, process pay-roll checks and related reports, with all dataverified and all errors corrected.

Given 20 problems, perform the basic arithme-tical processes with 100% accuracy.

Given 20 problems and access to a calculator,perform the basic arithmetical processes,using special function keys and verifying useeither by a paper printout and/or by theamount of time necessary to do the processes,with all problems verified.

Given business forms with totals and access toa calculator, compute and verify amounts with100% accuracy.

81

DPI-3

DATA PROCESSING! (continued)

COMPETENCIES

Data Entry

18. Perform off-line data entryoperations.

19. Perform on-line data entryoperations.




Introduction to Data Processing

21. Define typical data processingterms.

. 22. Describe the historical pre-computer era of data processing.


Given source documents, data entry formatrequirements, and access to data entry equip-ment with recording medium, enter data fromprinted documents, with all data recorded indesignated format without errors and meetingminimum keystroke standards as specified forthe job.

Given source documents, data entry formatrequirements, aid access to data entry equip-ment with recording medium, enter data fromprinted documents, with all data recorded indesignated format without errors and meetingminimum keystroke standards as specified forthe job.

(a) Given a malfunctioning data device, identi-fy and correct the malfunction, or arrange forrepair by contacting appropriate service rep-resentative.


Given data processing terms as they occur inoral or written work, define terms with 80%accuracy.

Given a list of historical data processingevents of the precomputer erz.; describe atleast 80% of the events accurately, with eachdescription outlining the contribution made bythe event toward the progress of technologyleading to the advent of the computer.

DPI-4


COMPETENCIES

23: Explain the development ofvarious computer systems.

24. Sequence the steps in theprocessing cycle and explaineach step.


26. Differentiate between digitaland analog computers.

27. Identify and explain the functionof the basic components of atypical computer system.

28. Explain the functions of thecentral processing unit.

29. Categorizl a list of programsaccording to functions.

30. Differentiate among high-levellanguages.,

31. Describe functions of commoninput/output devices.

32. Describe functions of specialpurpose input/output devices.


Givers information on and a list of earlycomputers, identify significant technologicaldevelopments of each in computer evolutionwith 80% accuracy on a written test.

Given the steps of a data processing cycle,arrange the steps sequentially and record adefinition for each step, with all steps cor-rectly sequenced and defined with 80% ac-curacy.

Given information on various methods of dataprocessing storage, identify the methods ofstorage as primary or secondary with 8096accuracy on a written test.

Given information on the types of computers,describe the differences between analog anddigital computers with 8096 accuracy on awritten test.

Given information on a list of the basichardware components of a typical computersystem, write an explanation Uf the functionsof the basic hardware components with 80%accuracy.

Given information on the three parts of acentral processing unit of a computer, explainthe functions of each part, with explanationsindicating knowledge of the operation of eachpart and receiving an acceptable rating ac-cording to instructor's checklist.

Given a list of the different types of computerprograms and a list of the functions of varioustypes of programs, match the type of programwith the correct function with 80% accuracy.

Given information on program languages, de-scribe in writing COBOL, RPG, and BASIClanguages, indicating preferred business use ofeach language, descriptions judged acceptableaccording to instructor's checklist.

Given a list of common innut/output devicesand a list of functions of the devices, matchthe items with 80% accuracy.

Given a list of special purpose input/outputdevices and a list of functions of the devices,match the items with 80% accuracy.

DPI-5


COMPETENCIES

33. Use various numbering systems.

34. Interpret information presentedin the format of a computerdata representation system.

Microcomputer Operations


Programming Concepts

36. Sequence steps for preparing aprogram.

37. Prepare a detailed programflowchart or other logicalsolution for a given set ofproblem specifications.

38. Code from a logic sequence anapplication program using ahigh-level computer language

39. Debug and correct programsyntax errors.

0


Given information on various systems and alist of numbers in one numbering system,convert them to another numbering systemwith 80% accuracy.

Given the coding scheme for a data represen-tation code, interpret data that is representedin the code with 80% accuracy.

(a) Given access to a microcomputer andappropriate reference manuals, demonstrateproper care and handling of hardware, soft-ware, and.computer operations, including op-erating printer, powering up, loading, and pow-ering down, in accordance with the manufac-turer's instructions and predetermined guide-lines.

(b) Given a diskette and access to compatibiehardware, perform the necessary diskettehandling tasks, including copying, formatting,kip dati ng, and transferring, with 100% accu-racy.

Given the number of steps in program develop-ment, list the steps in sequence with 100%accuracy.

Given job specifications, I/O record layouts,and logical solution sheets, develop a detailedflowchart or other logic sequences for codingprograms with 100% accuracy.

Given logical solution sheets, program specifi-cations, data record layouts, programming ref-erence manuals, and coding sheets, code appli-cation program with 100% accuracy.

Given programs with errors and verified docu-mentations, desk-check and correct programsyntax error with 100% accuracy.

I

DPI-6


COMPETENCIES

40. Test the validity of an applica-tion program, given appropriatetest data.

41. Externally document a program.

Programming Language: BASIC

42. Explain functions of commonlyused BASIC statemenn.

43. Use appropriate systems com-mands at a terminal.

44. Code and run a BASIC programthat will produce a listing ofdata in report format.

45. Code and run a BASIC programthat will perform calculationson given data.

46. Code and run a BASIC programusing one or more subroutines.

47. Code and run a BASIC progratthat will produce a singlc-level table.


Given program specifications, logic sequences,I/O record layouts, listings of source pro-grams, test data, and completed coding sheetsfor source 'programs, test the logical validityof source programs with 10096 accuracy.

Given proper forms, program logical se-quences, and program specifications, examinedocumentation narratives and develop' I/O re-cord layout forms with 80% accuracy.

Given necessary information and a list ofBASIC keywords, write BASIC statements with100% accuracy.

Given access to a terminal and sampleprogram, key in and execute the program,using systems commands, with 100% accuracy.

Given access to a terminal and a listing ofFBLA names and addresses, design, code, andrun a program that will produce a listing inreport format, with all items on instructor'schecklist rated acceptable.

Given access to a terminal and a problem thatrequires calculations on given data, design,code, and run a program that will performthese calculations with 100% accuracy.

(NOTE: Problems involving sales tax, payroll,FBLA fundraising, and grade averaging wouldbe approriate to meet tF.:s objective.)

Given access to a terminal and programspecifications relating to a problem that couldbe more efficiently solved using one or moreprogrammt.r-created subroutines, design, code,and run a program that will meet the specifi-cations, using at least one subroutine.

Given access to a terminal and programmingspecifications, design, code and run a BASICprocam that uses a single-level table, with100% accuracy.

DPI-7


COMPETENCIES

48. Code and run a BASIC programthat will produce a report withminor, intermediate, and finaltotals.

49. Code and run a BASIC programthat will read and process datafrom a -andom access disk file.





Given access to a terminal ai:d programmingspecifications, design, code, and run a BASICprogram that will produce a report with minor,intermediate, and final totals with 100% ac-curacy.

Given access to a terminal and programspecifications and random access disk filecomprised of student number and grade data,design, code, and run z. program that willrandomly access, read, and process a specificstudent's data from the file with 100% accu-racy.

Given an assigned work station and a checklistfor mainta. it, maintain an orderly workstation for 90% of the grading period, with allitems on checklist rated acceptable.

Given a set of supplies to be used in com-pleting a simulation set, allocate and usesupplies in a cost-effective manner with mini-mum waste, as demonstrated by not requiringadditional supplies and completing all assign-ments.

Course Code:


Prerequisites:

Course Description:

DATA PROCESSING II

6650

12

Data Processing I

DPII-1

Data Processing H is a one-year, double-eriod course in which emphasis is placed onelectronic data processing and writing computer programs for business applications.Students are introduced to one or more of the following high-level languages: COBOL,RPG, Advanced BASIC, FORTRAN, PROLOG, ADA, or C.




Computer Operations

1. Power up computer and I/Odevices, initial program load,and prepare computer for dailyoperations.

2. Prepare the computer for prkcessing specific types of jobs.

3. Operate, monitor, and controlthe computer system.

4. Secure the cc ::-uter and I/Odevices at the end of operations.

Data Communications

5. Outline and describe the com-ponents used to coordinate acomputing/communications net-work.

6. Describe data transmission interms of its speed, type, andmode.

Given access to a computer system and neces-sary instruction, power up computer and I/Odevices, initial program load, and preparecomputer so that the system is operational.

Given a specific job and a:-.:ce-s to a computer,prepare the computer for processing so thatthe job is successfully completed.

Given access to a computer system andnecessary instruction, operate, monitor, andcontrol the system so that the system operatessatisfactorily.

Given access to an operating computersystem, follow the correct sequence to powerdown.

Given information on the components of adata COMM- k ntions system, outline and de-scribe the cc onents with 80% accuracy.

Given information on data transmissiL de-scribe data transmission in terms of speed,type, and mode with 80% accuracy on a writ-ten test.

DPII-2

DATA PROCESSING II (continued)

COMPETENCIES

7. Explain multidrop and point-to-point lines and relate themto the type of line (leased/switched) most often used.

8. Demonstrate an understandingof network organization.

Database Management

9. Define a database and give rea-sons for its development.

10. Compare and contrast thedifference among the threeconceptual database views.


Include all competencies fromAppendix B for Instruction in em-ployability skills and leadershipdevelopment.

Programming Language?. COBOL

11. Use job specifications input-processing-output charts andpseudocode to design a COBOLprogram.

12. Explain the structure and syn-tax of a simple COBOL program.

13. Describe the approach for con-structing a program using astructured design.

14. Develop, code, and run a COBOLprogram to produce a list re-port.


Given necessary instruction, explain thedifference between multidrop and point-to-point lines and relate them to the type of mostoften used with 80% accuracy on a written ororal test.

Given information on network organization,draw schematics o± the three major types ofnetworks with 80% accuracy.

Given information on database, define adatabase and list two reasons for developmentof a database with 80% accuracy.

Given examples of each of the three databasestructures, compare and contrast the differ-ences among them with 80% accuracy.

Given program specifications, complete input-processing-output and pseudocode forms for aCOB0',.. program, design a program v, ith 100%accuracy.

Given a simple CCBOL program, explain thestructure and syntax with 80% accuracy.

Given information on program construction,describe with 80% accuracy the approach forconstructing a program using a structured de-sign.

Given program requirements, develop, code,and run a COBOL program with 100% accu-racy to produce a list report.

or'

go

DPII-3


COMPETENCIES

15. Develop, code, and run a COBOLprogram that includes one ormore arithmetic statements andcommon editing functions.

16. Code and run a program using IFstatements for comparisons.

17. Code end run a program usingcondition names.

18. Code and run a program withheadings.

19. Code and run a program usingthe proper statements toproduce final totals.

20. Code and run a COBOL programwith minor and final totals.

21. Develop, code, and run a COBOLprogram with a single-leveltable using indexing and/orsubscripting.

Programming Language: RPG

22. Describe the general charac-teristics of the RPG language.

23. Write and run an RPG programto provide a simple listing.


Given program requirements, develop, code,and run a COBOL program using one or morearithmetic statements and several commonediting functions, with program judged accept-able according to instructor's checklist.

Given program requirements, develop, code,and run a COBOL program using conditionnames, with program judged acceptable ac-cording tc instructor's checklist.

Given program requirements, develop, code,and run a COBOL program using conditionnames, with program judged acceptable ac-cording to instructor's checklist.

Given program requirements, develop, code,and run a COBOL program to produce headingsand subheadings, with program judged accept-able according to instructor's checklist.

Given program requirements, develop, code,and run a COBOL program to produce finaltotals, with program judged acceptable ac-cording to instruc,:or's checklist.

Given program requirements, develop, code,and run a COBOL program to produce headingsand minor and final ,,ytals, with programjudged acceptable according to instructor'schecklist.

Given program requirements, develop, code,and run a COBOL program with a single-leveltable, with program judged acceptable accord-ing to instructor's checklist.

Given information on the RPG language,describe the geeral characteristics of theRPG language with 80% accuracy on a writtentest.

Given program requirements, develop, code,and run an RPG program to produce a simplelisting, program judged acceptable accordingto instructor's checklist.

DPII-4


COMPETENCIES

24. Write an RPG program to createa report using headings.

25. Write and run an RPG programusing basic calculation state-ments.

26. Write and run an RPG programto create a final total line ona report.

27. Write and run an RPG programusing comparison statements.

23. Write and run an RPG programto calculate and print minor,intermediate, and final totals

29. Write and run an RPG programto check a file for particularorder of records.

30. Write and run an RPG programthat will produce and processa single-level table.

Secondary Storage

31. Compare sequential and randomfile organization and comparedirect access to sequentialaccess files.

32. Describe the use of magnetic. tape as a secondary storage

medium.


Given program requirements, develop, code,and run an RPG program to produce reportheadings, program judged acceptable accord-ing to instructor's checklist.

Given program requirements, develop, code,and run an RPG program using basic calcula-tion statements, with program judged accept-able according to instructor's checklist.

Given program requirements, develop, code,and run an RPG program to produce finaltotals, with program judged acceptable ac-covding to instructor's checklist.

Given program requirements, de .iop, code,and run an RPG program to produce outputbased on comparisons, with program judgedacceptable according to instructor's checklist.

Given program requirements, develop, code,and run an RPG program to produce minor,intermediate, and final totals, with programjudged acceptable according to instructor'schecklist.

Given program requirements, develop, code,and run RPG program to produce a report thatproduces different record types, with programjudged acceptable according to instructor'schecklist.

Given program requirements, develop, code,and run an RPG program to produce a reportusing single-level tables, with program judgedacceptable according to instructor's checklist.

Given information on file organization andaccess methods, compare sequential and ran-dom file organization and direct access andsequential access file processing with 80%accuracy on an objective test.

Given information on magnetic tapes, identifythe characteristics of magnetic tape as asecondary storage medium with 80% accuracyon an objective test.

90

DPII-5


COMPETENCIES

33. Describe the use of magneticdisks as a secondary storagemedium.

34. Describe characteristics of cur-rent mass storage devices.

Software

35. Differentiate between systemand application software.

36. Explain the characteristics ofsoftware packages.

37. Use software.

System Analysis

38. Describe the necessary proce-dures for all phases of systemanalysis, including preliminaryinvestigation, analysis of thesystem, system design, systemdevelopment, and system con-version.


Given information on magnetic disks, identifythe characteristics of magnetic disk as a sec-ondary storage medium with 80% accuracy onan objective test.

Given information on storage devices, describethe characteristics of current mass storagedevices with RO"' ccuracy on an objectivetest.

Given information on types of software,differentiate between system and applicationsoftware with 80% accuracy on an objectivetest.

Given information on software packages in-cluding word processing, spreadsheet, databasemanagement, integrated software, and tele-communications, explain the characteristics ofsoftware packages with 80% accuracy on awritten test.

Given access to equipment and software, usethe software package successfully accordingto manufacturer's instructions.

Given information on procedures necessary forsystem analysis, including procedures for pre-liminary investi,gation, analysis of the system,sykem design, system development, and sys-tem conversion, describe the procedures nece-ssary for all five phases of system analysiswith 80% accuracy on an objective test.

91

ES-1

EMPLOYMENT SEMINAR

Course Code: 6125


Prerequisites: None

Course Description:

Employment Seminar is a half-year, single-period course. Students seeking employ-ment upon graduation, as well as college-bound students, are encouraged to enroll.Topics include sp..aking; writing; listening; non-verbal communication; grooming;career planning; business protocol; research skills; and interviewing, securing, holding,and advancing on the job.

COMPETENCIES PERFORMANCE OE/MCI-IVES

Interpersonal Relations

1. Assess work attitudes and work Given a checklist of work attitudes and workhabits. habits that employers value (e.g., accuracy,

adaptability, punctuality, reliability, produc-tivity, trustworthiness, orderliness, ability tofollow directions, integrity, good judgment),check the "yes" or "no" column for each entryto assess personal traits, and indicate a plan ofaction to improve "no" traits to be completedin a three-month period.

2. Assess personal appearanceand grooming.

3. Assess human relations skills.

4. Identify and evaluate personal,job, and physical traits neededfor job success.

Given class discussions, assess personal ap-pearance and grooming by responding to allitems on an instructor-prepared checklist, ac-cording to a three-point scale (1= excellent; 2=good but could be better; 3= needs improve-ment) and by indicating a plan of improvementfor at least three low-rated items on thechecklist.

Given class discussion of human relations skillsand a corresponding self-rating sheet with apoint scale of one to five (five=highest),prepare a confidential self-rating by answeringall items on the sheet and preparing a briefwritten plan of improvement of each skill ortrait rated below three on the scale.

Given discussion of personal, job, and physicaltraits needed for job success, identify onepersonal trait, one job trait, and one physicaltrait most important for job success and eval-uate thr! selections in a written report of nomore than 150 wcIds, pr widing a logical de-fense of each selection.

n (-)c, 4.,

0

ES-2

EMPLOYMENT SEMINAR (continued)

COMPETENCIES

5. Match preferred work modeswith occupations in a programunder study.

6. Develop a pc rsonal definitionof "success."

7. Identify post-high school options.

8. Identify career goal and objec-tives.

Job Choices

. 9. Identify job opportunities in theoccupation under study.

10. Develop a resume or personaldata sheet.


Given ir formation describing the six workmodes (mechanical, conventional, enterprising,social, investigative, and creative) and occu-pations related to the program under study,match individually preferred work modes withoccupations that emphasize those modes bycompleting a worksheet with 100% accuracy.

Given information on and class discussion ofinternal and external rewards of work, a hier-archy of human needs, and the concept ofsituational values, develop a personal defini-tion of success by completing accurately aninstructor-provided worksheet.

Given access to persons representing localemployer$, higher education, and military ser-vice, identify post-high school options relatedto the program under study by stating theadvantages and disadvantages of each option,according to personal opinion.

Given information previously determined onindividual traits and values, the program understudy, and post-high school options, identify acareer goal and outline objectives by listing atleast four steps (jobs or additional training)that will lead to the goal; goals and objectivesshould be consistent with results of prior self-evaluation activities.

Given sources of information (employmentagencies, want ads, "blind" applicationsources, human resources, etc.), identify jobopportunities in the field under study, using atleast three of the sources listed.

Given information on the types and purposesof a resume, develop a resume or personaldata sheet that is neatly formatted, free ofgrammatical and punctuation errors, accurate,and complete, including statement(s) ofqualifications for job in the occupation understudy.

ES-3


COMPETENCIES

11. Compose and prepare a letterof application.

12. Complete a job application form.

13. Demonstrate job interview skills.

14. Evaluate a potential job.

15. Use a decision-making model tomake career decisions and solveproblems.

16. Demonstrate positive attitudestoward work.

17. Demonstrate effective speakingand listening techniques.


Given information concerning a job opportuni-ty, compose and prepare (format) a letter ofapplication to accompany a resume, requestinga personal interview for the job, with letterrated acceptable according to a checklist pro-vided.

Given a sample job application form andpersonal resume, complete the form accordingto its instructions, neatly and without error.

Given instruction and discussioa on the appro-priate behavior for job interviews, demon-strate job interview skills in a simulated jobinterview, with skills rated acceptable accord-ing to a checkast provided.

Given criteria for job evaluation (sufficientpay, benefits, working hours, work atmos-phere, c:-.), evaluate a potential job by com-pleting an instructor-provided worksheet;include facts brought out during job interviewand advantages and disadvantages of each fac-tor considered.

Given a list of the six steps useful in makingdecisions-- (1) identify and define the problem;(2) perform required research, study, or analy-sis; (3) select three possible solutions; (4)choose what appears to be the best solution;(5) review the tentative decision to assure it isbest; and (6) prepare a defense for thedecision-- and case problems involving careerdecisions, write or describe orally what takesplace in each step completely and accurately.

Given information on the attitudes that em-ployers consider positive on the job, demon-strate consistently these attitudes in theclassroom, with performnce evaluatedperiodically and all items rated acceptable onan instructor-prepared checklist.

Given information on effective speaking andlistening and descriptions of job situationsrequiring oral communication skills, useeffective speaking and listening techniques torespond appropriately to each situation; per-formance will be judged acceptable accordingto a checklist provided.

ES-4


COMPETENCIES

18. Define the legal responsibilitiesof the employer and employee.

19. Develop personal budget.

20. Complete personal income taxforms.

21. Identify techniques to ease theimpact of disc. ssal.

Career Advancement and Leader-Ship Development

22. Define qualifications for jobpromotion.

23. Recommend membership in spe-cific professional organizations.

24. Identify procedures forterminating a job.


Given information and discussion on employer-employee legal rights and responsibilities, re-spond to items about the legal responsibilitiesof the employer and employee with 80% ac-curacy on a multiple-choice test.

Given informaticn and discussion on budgetingand management of finances, develop a per.sonal budget and maintain a record of allincome and expenditures for a six-weekperiod, with expenses not exceeding incomeduring the budget period.

Given case or real problems concerning in-come tax preparation, federal income taxforms 1040A and 1040EZ, and the appropriatetax tables; complete income tax forme :egiblywith 100% accuracy.

Given discussion about involuntary job termi-nation, identify techniques to ease the irnrctof lismissal by completing a written test with80% accuracy.

Given a list of criteria employers normally usewhen considering employee promotions, defineeach term by answering with 80% accuracythe questions on a worksheet.

Given information on professional organiza-tions related to the field under study, examineand recommend membership in one of theseorganizations by exp,dining the benefits andresponsibilities of members in a one- to two-page typewritten report, rated acceptable ac-cording to a checklist provided.

Given information about job termina'cion,identify procedures for terminating a job bywriting a letter of resignation and partici-pating in a mock exit interview, with bothactivities rated acceptable according to achecklist provided.

ES-5


COMPETENCIES

25. Assess leadership qualities.

26. Participate in the instructionaland leadership developmentactivities of a co-curricular vo-cational student organization.


Given a list of leadership qualities such asinitiative, imagination, independence, individ-uality, ability to motivate others, ability toinspire confidence, and delegation of responsi-bility, rate self on each quality using thefollowing scale: 5=very high; 4=high; 3=average; 2=low; 1=very low.

Given assigned tasks in a co-curricular voca-tional student organization, demonstrate lead-ership abilities by accepting responsibility,displaying a positive attitude toward the pro-gram of work, showing pride in the organiza-tional and personal accomplishments, andworking with or without supervision accordingto guidelines established by the officers andadvisors.

Course Code:


Prerequisites:

Course Description:

FINANCIAL MANAGEMENT SEMINAR

6120

11, 12

None

FMS-1

Financial Management Seminar is a half-year, single-period course. Personal andoccupational planning and money management skills are addressed for the young adultwho is entering the labor market. Topics include automobile purchase, renting orbuying living quarters, payroll deductions, budgeting, credit, investments, taxes, andbuying habits.


Automobile, Housing, andLeisure

1. Justify the purchase of an auto-mobile and its maintenance costs.

2. Interpret the provisions of aresidential lease agreement.

3. Outline the process of buyinga home, including moving costsand installation charges.

4. Prepare a two-week vacationitinerary for a family of four.

(a) Given information concerning expenses ofnew and used automobile ownership and main-tenance, justif; the best choice of automobilethat will offer the most for the money bycompleting an instructor-provided worksheet.

(b) Given information on five vehicles for oneyear, including annual depreciation, cost ofrepairs, cost of licenses and permits, cost offuel, and the miles driven, compute the costper mile of operating each vehicle with 100%accuracy.

Given a residential lease agreement and alease agreement checklist, interpret the provi-sions of the agreement by completing thequestions on the checklist with 10096 accura-cy.

Given information and costs related to pur-chasing a home, moving, installation charges,taxes, insurance, and maintenance; determinethe downpayment, financing, total mortgagecost, and total monthly expenses by complet-ing an instructor-provided worksheet with100% accuracy.

Given a travel checklist, information aboutthe type of vacation desired and money avail-able, prepare for .a family of four a cost -itemized, two-week itinerary for a plane tripto a resort area within a thousand miles ofhome by completing the checklist with 100%accuracy.

97

FMS-2

COMPETENCIES

FINANCIAL MANAGEMENT SEMINAR (continued)


Banking, Bankruptcy, andCredit

5. Prepare deposit ticket, checks,checkbook registers, and bankreconciliations.

6. Analyze bankruptcy noticesfrom the classified section ofthe newspaper.

7. Summarize the basic provisionsof certain credit laws.

(a) Given a blank deposit ticket, a checkregister, checks, coins, and currency;correctly endorse the checks for deposit, enterthe check amounts, count and enter the cashand currency, total the deposit ticket, andrecord the deposit in the check register withall computations and entries correct.

(b) Given a supply of blank checks, acheckbook register, and five bills requiringpayment, write the checks and make the ap-propriate entries in the checkbook register,with all checks written correctly, entries inthe check register recorded correctly, and allcomputations correct.

(c) Given information related to a bank recon-ciliation, such as name of the company, date,bank balance, outstanding checks, bank servicecharges, and deposits in transit; prepare abank reconciliation, with all items on an in-structor-provided checklist rated acceptable.

Given information- concerning the bankruptcylaw (including exemptions, types of incomeexcluded, and bankruptcy options), the classi-fied section of the newspaper, and a work-sheet, read and analyze the bankruptcy noticesby answering the questions on the worksheetwith 100% accuracy.

Given information and discussion on (a) FairCredit Reporting Act, (b) Fair Credit BillingAct, (c) Equal Credit Opportunity Act, (d) FairDebt Collection Practices Act, and (e) Con-sumer Credit Protection Act, summarize oral-ly or in writing the basic provisions of the lawsaccording to correct interpretation duringclass discussion.

FMS-3


COMPETENCIES

8. Identify the qualificationsneeded to obtain credit andevaluate credit application.

9. Compute interest on savingsaccounts.

10. Compute the cost of loans.

Budgets, Finance, and Payrolls

11. Prepare personal and simplebusiness budgets.

12. Construct and interpret a graph.

13. Compute net profit and net lossfor an entrepreneur.

14. Prepare a personal net worthstatement.


Given information on requirements and pro-cedures for obtaining credit and case problemsthat include individual credit records, identifythe qualifications needed to obtain credit,determine credit worthiness, and evaluate thecredit application in each case problem bycompleting correctly all items on an instruc-tor-provided worksheet.

Given information on different amounts ofmoney on deposit in separate savings accounts,each with a different rate of interest,compute the annual earnings expected fromeach account with 100% accuracy.

Given situations requiring the borrowing ofdifferent amounts of money, each at a differ-ent rate of interest and for a different periodof time (up to five years), compute the cost ofeach loan with 100% accuracy.

Given case study information concerning budg-eting income and expenses and sample person-al and business budgets, prepare monthly andyearly budgets for. an.individualra family, anda small business with 100% accuracy.

Given the monthly total sales figures for aperiod of 12 months, the cost of goods sold forthe same months, graph paper, and ruler; con-struct a line graph showing both the sales andthe cost .of goods sold for the period, with aheading and the vertical and horizontal scalesidentified, with 100% accuracy.

Given information concerning several entre-preneurs' mc-,:hly income and expenses such asrent, salaries, 'shop expenses, supplies, and ma-terials, calculate net profit or loss for eachentrepreneur with 100% accuracy.

Given information concerning an individual'snet worth, including assets and liabilities,prepare a net worth statement with 100%accuracy to determine whether the individualis solvent or insolvent.

9

FMS-4


COMPETENCIES

15. Prepare a personal propertyinventory.

16. Compute and verify gross pay.

17. Prepare a payroll register.

Insurance and Investments

IS. Identify the roles of insurancein financial planning.

19. Identify stock market closingprices and net change forvarious stocks.

Leadership Development

20. 'Participate in the instructionaland leadership developmentactivities of Future BusinessLeaders of America.


Given information concerning an individual'spersonal property (apartment furnishings,clothing, jewelry, coin collection, bicycle,video equipment, etc.), the year in whichitems were purchased, the purchase prices,and the approximate current values, prepare apersonal property inventory showing the cor-rect total property value.

Given a list of 20 hourly-paid employees,individual rates of pay, and regular and -over-time hours worked; compute gross pay earn-ings for each employee with 100% accuracy.

Given gross earnings of 20 employees, theallowances for each, voluntary deductions foreach, a payroll register, and tax . tables forboth Virginia and federal withholding tax;prepare a payroll register, with 100% accuracyand all information legible.

Given information about insurance in financialplanning, identify the roles of insurance byanswering correctly 15 questions on a 20-itemmultiple-choice test.

Given a form to record information and thefinancial section of the daily newspaper, iden-tify the progress of five stocks for fiveconsecutive days by listing for each stock theclosing price and net change for each day with100% accuracy.

Given assigned tasks in FBLA, demonstrateleadership abilities by accepting responsibility,displaying a positive attitude toward the pro-gram of work, showing pride in FBLA andpersonal accomplishments, and working withor without supervision according to guidelinesestablished by the officers and advisors.

100

FMS-5


-COMPETENCIES

Considerations of the Consumer

21. Describe the parties, conditions,and functions of a personalbusiness contract.

22. Summarize an article fromConsumer Reports.

23. Identify services performed byconsumer information sources.

24. Analyze and interpret a will.

Spending and Buying Decisions

25. Apply the decision-making pro-cess to a problem concerningspending decisions.

26. Use comparison shoppingstrategies.

PERFORMANCE OBJECTIVES'

Given a completed personal business contractor agreement, such as a credit or chargeapplication, lease, mortgage, etc., describethe parties, the conditions, and the functionsof the contract with 100% accuracy.

Given a current issue of Consumer Reports,select an article and write a summary of it,including the kinds of information found aboutthe items being compared and rated, withsummary rated acceptable according to theguidelines developed by the class.

Given a list of 10 consumer informationsources such as the Food and Drug Administra-tion, Postal Service, Better Business Bureau,Office of Consumer Affairs, etc. and a list ofconsumer services performed by these sources,match the service with its provider, with eightof the 10 items matched correctly.

Given class discussion and a completed lastwill and testament for an individual, analyzeand interpret the will by answering questionsrelated to the document with 100% accuracyon an instructor- provided question -and ansWersheet.

Given a list of the six steps useful in makingdecisions-- (1) Identify and define the problem;(2) Perform required research, study, or analy-sis; (3) Select three possible solutions; (4)Choose what appears to be the best solution;(5) Review the tentative decision to assure itis best; and (6) Prepare a defense for thedecision-- and a hypothetical problem involv-ing spending decisions, write or describe orallywhat takes place in each step completely andaccurately.

Given four consumer products that fill thesame general purpose but vary in quantity andprice, compare the prices and quantities andselect the product that represents the mosteconomical buy with complete accuracy.

101

FMS-6


COMPETENCIES

Savings and Taxes

27. Compute interest on savings.

28. Prepare a savings plan.

29. Prepare forms 1040EZ and1040A U.S. Individual IncomeTax Returns.


Given a beginning deposit balance, a realisticannual rate of interest, and form with cilum-nar headings for year, beginning balance, firstquarter interest, second quarter interest, thirdquarter interest, fourth quarter interest, totalinterest, and ending balance, compute with100% accuracy the interest compounded quar-terly on the deposit for three years.

Given class discussion on the need for and pur-pose of savings, prepare a written savings, planthat identifies short- and long-term goals andplans (including specific amounts of savingsrequired) to meet them, with plan ratedacceptable according to instructor-providedguidelines.

Given information and case problems concern-ing income tax preparation, federal incometax forms 1040A and 1040EZ, and the appro-priate tax tables, compute the tax liability bypreparing the income tax forms legibly with100% accuracy.

10.

Course Code:


Prerequisites:

Course Description:

Information/Word Processing is a one-year, single-period course designed to refineskills in word proce sing, machine transcription, and database management. Skillsacquired in Office Systems will be expanded through integrated applications andsimulations.

INFORMATION/WORD PROCESSING

6625

11, 12

Office Systems

I W1?-1


Calculating Machines andComputational Skills

1. Use the touch method on a 10-key pad to perfoi-m basic mathcomputations needed to com-plete financial documents.


Include all competencies fromAppendix A for instruction incommunication skill's.

Data Management

2. Maintain personal financialrecords.

3. Prepare an individual incometax return.

4. Prepare simple payroll records.

'Given access to a 10-key pad and informationnecessary to complete a variety of financialdocuments, perform the calculations with100%accuracy, using the touch method.

Given check records, checks, deposit slips, anda bank statement, prepare checks, Maintainthe check record, endorse checks, preparedeposit slips, and reconcile the bank state-ment, with checks and deposit slips legible andaccurate, check endorsements appropriatelysigned and placed, and the bank reconciliationshowing agreeing balances.

Given a W-2 form, a 1040A form, necessarytax information, and tax instructions, preparean individual tax return, with all informationand calculations 100% accurate.

Given a payroll register on which payrollinformation for employees has been entered(regular earnings, overtime earnings, and alldeductions), complete the extensions for eachemployee to determine take home pay and addall columns on the register with 100% accura-cy.

103

IWP-2

INFORMATION/WORD PROCESSING (continued)


5. Prepare purchasing records.O

6. Use available resources toexplain electronic money andbanking processes.

Database Applications

7. Create a database such as amailing list or a filing system.

8. Enter, retrieve, update, save,and print alphanumeric data.

9. Request information instructingthe database program to searchthe database, acquire the datarequested, and perform anycalculations required.



Given the necessary data and forms, preparerequisitions, purchaSe orders, and invoices,with all information calculated and type-written correctly and. placed in the properlocation on the forms.

Given information from a textbook and classdiscussion, list orally or in writing at least oneadvantage for the bank and one advantage forthe customer of home banking and electronicteller machines, with 100% accuracy.

Given a database management system, createa database, such as a mailing list or a filingsystem) using correct operating procedures sothat the database is usable.

Given access to a microcomputer, a printer, .adatabase management program, and appropri-ate reference manuals, enter, retrieve, up-date, save, and print alphanumeric data usingcorrect operating procedures, with 100% accu-racy of content.

Given access to a microcomputer and a data-base management system, request informa-tion, instructing the database managementsystem to search the database, acquire thedata requested, and perform any calculationsrequired for viewing or printing the informa-tion in accurate form.

INVP-3


COMPETENCIES

Graphics Applications

-10. Load and apply a graphicsprogram to an office task.

Office Equipment, Media, andSupplies

11. Change paper, ribbons, andelements or print wheels onappropriate equipment.

12. Clean keys, elements, or printwheels, and remove ;Just andother particles from appropri-ate equipment.

13. Clean and make minor adjust-ments as directed on a photo-copier.

14. Identify the necessity for plac-ing service calls for officeequipment.

15. Outline the procedures involvedin selecting and acquiring officeequipment, media, and supplies.

105


Given access to a graphics microcomputer orterminal, a program that will generate graph-ics, and appropriate reference manuals, loadand apply the program to a typical office taskusing correct operating procedures.

Given information regarding methods and pro-cedures for maintaining office equipment,change paper, ribbons, elements, or printwheels in appropriate machines, demonstratingthe proper functioning of the equipment afterthe changes.

Given information regarding methods and pro-cedures for maintaining office equipment,Clean keys, elements, or print wheels andremove dust and other particles from appro-priate machines, demonstrating the properfunctioning of the equipment after thechanges.

Given information regarding methods and pro-cedures for cleaning and adjusting a photo-copier and access to equipment and supplies,clean and make minor adjustments to theequipment as directed, demonstrating the .pro-per functioning of the equipment after thechanges.

Given a list of malfunctioning equipment andthe reason each item is not functioning pro-perly, determine with 90% accuracy thoseitems that require service calls.

Given instruction and information regardingthe selection and acquisition of office equip-ment, media, and supplies, outline or demon-strate with 100% accuracy the steps necessaryto prepare the requisition or order so that (1)the items requisitioned or ordered correspondto the requests and (2) requisitions or ordersare accurate as to supplies, quality, salesprice, item description, and terms.

0

IW P-4


COMPETENCIES 'PERFORMANCE OBJECTIVES

Reprographics

16. Prepare camera-ready copy forduplication, using manual meth-ods and desktop publishing soft-ware.

Spreadsheet Operations

17. Enter data and formulas at de-sired locations, using a spread-sheet software program.

18. Retrieve, update, save, andprint data, using a spreadsheetsoftware program.

Telecommunications

19. Demonstrate the use of (or ex-plain in the absence of equip-ment) communications func-tions such as electronic mailand bulletin board.

Word Processing Skills

20. Keyboard straight copy at a mini-mum rate and with an error toler-ance acceptable for employment.

(a) Given information on photocopying and adocument to be altered for photocopying,alter, type, cut, paste, and copy the document,producing a photocopy that is usable.

(b) Given access to a microcomputer, desktoppublishing software systems, and appropriateinstruction, produce high quality printed mat-ter that meets acceptable business standardsfor one of the following items: report, compa-ny newsletter, brochure, manual, catalog, ordirectory.

Given access to a microcomputer, an electro-nic spreadsheet program disk, instruction, andappropriate reference manuals, enter data andformulas at desired locations on the spread-sheet with 100% accuracy using correct opera-ting procedures.

Given access to a microcomputer, an electro-nic spreadsheet program, instruction, and ap-propriate reference materials, retrieve, up-date, save, and print data with 10096 accuracy.

Given instruction in the concept of electronicmail and a message to be disseminated to fivepersons, demonstrate (or explain in the ab-sence of equipment) the use of the electronicmail function, following guidelines of the in-structor with 100% accuracy and completingthe dissemination of the message.

Given access to a keyboard and unpracticedcopy material of high syllabic intensity, dem-onstrate speed and accuracy by keyboardingfor five minutes at a speed of at least 50words per minute with no more than threeerrors. (NOTE: Civil Service minimum is 40words per minute with no more than threeerrors for five minutes. Number of errorsallowed increases as speed increases. Refer toCivil Service Handbook for further informa-tion.)

10



21. Produce mailable documents fromunarranged copy, including let-ters, memoranda, manuscripts/reports, statistical /financial re-ports, agendas, minutes, press re-leases, messages, and announce-ments.

22. Detect and correct all typo-graphical and spelling errorson all documents typed.

23. Transcribe recorded dictationof business correspondence,reports, and minutes.

IWP-5

(a) Given access to keyboarding equipment andunarranged, high syllabic intensity copy ofletters, addresses, and memoranda, type theletters, memoranda, and envelope addresses,with each item judged mailable based oncorrect placement on the page, acceptablecorrections (not noticeable or a detractionfrom the letter), and correct punctuation.

(b) Given access to keyboarding equipment andunarranged, high syllabic intensity copy ofmanuscripts and reports, including variousstyle:, of manuscripts and reports, agendas,minutes, press releases, and messages, typethe manuscripts/reports, with each item judg-ed mailable based on correct placement on thepage, acceptable corrections (not noticeableor a detraction from the manuscript/report),and correct punctuation.

(c) Given access to keyboarding equipment andunarranged, high syllabic intensity copy ofmultiple-column tabulations, including main,secondary, and columnar headings, center theannouncements and tabulations in reading po-sition, exact center position, including boxed-in format, on full-and half-sheet paper and onunusual size paper, with 95% accuracy ofplacement and 100% accuracy in content.

Given a textbook, dictionary, reference manu-al, proofreading symbols, correction materialsand typed copy, detect and correct all typo-graphical and spelling errors on all documentstyped, producing mailable copy.

Given access to a keyboard, a transcribingmachine, and a tape or disk containing areport, minutes, or business correspondence,transcribe the documents using correct ma-chine controls and meeting acceptable stan-dards, with each document judged mailablebased on correct placement on the page, ac-celtable corrections (not noticeable or a de-traction from the correspondence/reports/minutes), and correct punctuation.

IWP-6



24. Handle and care for storagemedia; organize disks, name adocument on d:sh, update a di-rectory; and de,elop backupsystems.

25. Use proper techniques to key in,retrieve, revise, spell check,and produce a document using aword processing system.

26. Perform format changes on awoi-d processing system, includ-ing line spacing, line alignment,typestyles, margin settings,page formats, headers, andfooters.

27. Set up columns of numbers andtext in tabular format on aword processing system.

28. Paginate a multipage documentautomatically.

Given access to a microprocessor, a data disk,and a program disk, handle storage media,organize disks, label disks, initialize disks,name documents on disk, update directory,develop backup systems, and care for andhandle disks without losing any material fromthe disk and without destroying the disk.

Given access to a microprocessor and guide-lines, produce business correspondence or re-ports by performing functions to key in, revise(using insertion, deletion, block, search, andreplace), spell check, and print. Documentswill be judged acceptable according to correctplacement on page, correct punctuation, !ackof errors, and all revisions completed asdirected.

Given access to a microprocessor and assign-ments such as letters, memoranda, manu-scripts or reports that require two or moreformat changes, produce the documents bymaking change decisions that include line spa-cing, line alignment, type styles, line per inch,zone width adjustment, margin settings, tabsettings, page formats, and headers and foot-ers, with all documents complete and formatchanges made with 85% accuracy.

Given access to a microcomputer and a one-page table containing five columns with in-structions to print the document five timesrevising columns that have previously been setup, set up columns of numbers and/or text intabular format and print the document, movecolumns and print, delete columns and print,set up columnar headings that are centeredabove each column and print, and print thedocument with columns centered verticallyand horizontally on a page, each documentjudged acceptable according to correct place-ment on the page and 100% accuracy of con-tent.

Given access to a microprocessor and a two-page document, paginate the document auto-matically with 100% accuracy.



29. Complete a manuscript by usingthe following operations on amicroprocessor: (a) saving file;(b) retrieving file; (c) printing,using proper codes-for under-score, boldface, subscripts,superscripts; (d) delete a backupfile; (e) rename file; (f) copyfile; (g) reformat entire file;(h) create a new file; (i) com-bine with original.

30. Merge and print documents ona word processing system.

IWP-7

Given access to a microprocessor and an un-prepared manuscript, complete the manuscriptwith 100% accuracy by using the followingoperations: (a) save file; (b) retrieve file; (c)print, using proper codes for underscore,double-strike, boldface, subscripts, super-scripts; (d) delete a back-up file; (e) renamefile; (f) copy file; (g) reformat entire file; (h)create a new file; (i) combining with originalfile by reading information from one file toanother.

Given access to a microprocessor, threemedium-length letters to prepare, and threeaddresses, set up a form/shell document (ma-trix) and a document with addresses, mergingand printing the merged documents as well asa separate address list, completing all docu-ments with 100% accuracy.

0

Course Code:


INTRODUCTION TO BUSINESS

6110

9, 10

IB-I

Prerequisites: None

Course Description:

Introduction to Business is a one-year, single-period course. It is a foundation for theOccupational preparation programs in business education. Students interpret theactivities of business and how business affects their lives. An opportunity is providedfor students to gain knowledge of the national and international business systems as apart of the total economic environment; to become skillful in selecting and using goodsand services available from business, industry, and government; and to developcompetence in managing personal and business affairs.

DMPETENCIES PERFORMANCE OBJECTIVES

Banking Services

I. Identify services provided by Given information on banking services, iden-banks. tify with 80% accuracy five services provided

by banks.

2. Prepare depo.lt slips.

3. Complete checkstubs and acheck register.

4. Write checks.

5. Select the proper endorsement.

6. Reconcile a checking account.

Given three deposit slips, dates, amounts ofcurrency and coins, -and ABA numbers ofchecks, prepare. the deposit -slips with 100%accuracy.

Given five checkstubs and a check register,five transactions, and the beginning balance,complete the checkstubs and check register,with ending balance corresponding . to theinstructor's answer.

Given five check forms, a list of payees, andamount, date, and number of each check,write the checks, with foul. of the five checkforms completed with 100% accuracy.

Given information on endorsements and fiveendorsement situations, select the proper typeof endorsement to be used in each, with fourof the five endorsements properly selectedaccording to an instructor-provided checklist.

Given data on deposits made, checks written,outstanding checks, outstanding deposits,checkbook balance, bank statement balance,and reconciliation form, reconcile the check-ing account so that the adjusted checkbookbalance equals the adjusted statement bal-ance.

110

IB-2

INTRODUCTION TO BUSINESS (continued)

COMPETENCIES

7. Complete savings deposit/withdrawal forms.

8. Select the best method of pay-ment.

Business Organizations

9. Compare major types ofbusiness organizations.

10. Identify roles played by stocksin business organizations.

11. Extract information from thefinancial page of a newspaper.

Economic Systems

12. Categorize goods and services asneeds or wants and justify theclassification.

13. List the types of resources usedin the manufacture of products.

14. Identify and categorize charac-teristics of major economicsystems.


Given three savings deposit/withdrawal formsand necessary information, complete theforms with 100% accuracy.

Given information oil various methods of pay-ment and 10 cases concerning payments,select the best method of payment, with eightof the 10 correctly selected according to in-structor-preparea guidelines.

Given information on business organizationsand 15 statements about business organiza-tions, compare the major types of businessorganizations with 80% accuracy by identify-ing the type of organization to which eachstatement pertains and catetorLing eachstatement as an advantage or a disadvantage.

Given an overview of stocks, identify with80% accuracy on a written test the rolesplayed by stocks in a business organization.

Given information on stocks, financial termi-nology, and the financial page of a newspaper,answer with 80% accuracy on a written testquestions related to stock lislings, termi-nology, prices, market activity, and other re-ported facts.

Given a list of 10 goods and services, cate-gorize each as fulfilling a need or want andjustify each selection, with eight of 10 itemscorrectly categorized and justified accordingto instructor-provided guidelines.

Given information on economic resources anda product, list on a written test with 80%accuracy two examples each of natural, hum-an, and capital resources that are required tomanufacture the product.

Given information on and 20 statementscharacterizing three major economic systems,identify with 80% accuracy each statement ascharacteristic of capitalism communism, orsocialism.

113-3


COMPETENCIES

15. Identify the role of supply anddemand in economic systems.

16. Explain how the activities ofan economic system can bemeasured.

17. Analyze price and productcompetition.

18. List and define the primarygoals of the free enterprisesystem.

Insurance

19: Identify benefits of purchasinginsurance.

20. Identify coverages provided byvarious types of automobileinsurance.

21. Identify types of propertycoverage.

22. Identify types of life insurance.

23. Identify types of health insur-ance coverage.


Given information on and five cases involvingsupply and demand, identify with 80% accu-racy the role of supf ly lnd demand in eachcase by indicating their effect on prices.

Given necessary information, identify with80% accuracy the devices for measuring theactivities of an economic system.

Given information on and five cases related toprice and product competition, analyze eachcase and state with 80% accuracy whether thecompetition is price- or product-oriented.

Given necessary information, list and definewith 80% accuracy the four primary goals ofthe free enterprise system.

Given information on and 10 statements aboutinsurance, identify with 80% accuracy thestatements that indicate benefits of purchas-ing insurance.

Given information on types of automobile in-surance coverage and 10 case problems, iden-tify the type of coverage that applies in eachcase, with eight of the selections correct,according to information provided in class.

Given information on property coverage and10 cases of financial loss to property, identifythe types of property coverage by stating with80% accuracy the minimum coverage requiredto cover each loss.

Given information on and 10 case problemsassociated with life insurance, identify typesof life insurance by selecting the appropriatetype in each case, with eight of the selectionscorrect, according to information provided inclass.

Given an overview of health care insurance,identify types of health insurance coverage bycompleting an instructor-provided =worksheetwith 80% accuracy.

112

-IB-4


COMPETENCIES

24. Identify types of insurance thatprovide for income security.

Preparation and Use of a Budget

25. Prepare and justify a budget.

26. Record income and expendituresin a ledger.

Preparation for Employment

27. Explain labor force components.

28. Gather and present informationabout various occupations.

29. Identify sources of employmentinformation and describeservices offered by each.

30. Complete job applicationprocedures.

31. Analyze employment interview.


Given information on income security and a-list of 10 types of insurance, select with 100%accuracy the six types that provide for incomesecurity.

Given the income and expenses of a person orfamily, prepare a budget, and justify the itemsand the allocation for each item in the budget,with prepared budget and justification ratedacceptable according to an instructor-providedchecklist based on guidelines stated in class.

Given a ledger sheet with proper headings and10 income and expense transactions, recordthe income and expenditures on the ledgersheet with eight of the transactions recordedwith 100% accuracy.

Given an overview of the labor market,explain labor force components by categoriz-ing correctly 16 out of 20 career choices byjob cluster and industry group.

Given necessary resources and specificationson format and content, gather and present in-formation about a selected occupation, withreport judged acceptable according to instruc-tor-provided checklist based on the specifica-tions provided.

Given necessary resources, identify fivesources of employment information and de-scribe the services offered by each, with theactivity rated acceptable according to an in-structor-provided checklist based on the re-sources used.

Given necessary samples, forms, and materi-als, complete job application procedures by (a),writing a resume and letter of application,both judged acceptable according to a check-list based on samples provided, and (b) fillingout a job application form according to in-structions on the form.

Given a simulated interview setting and a roleas either applicant or employer, analyze thecompleted interview by describing items thatwould have improved the interview, accordingto an instructor-provided checklist.

113

IB-5


COMPETENCIES

Role of a Consumer

32. identify the basic rights andresponsibilities of consumers.

33. Select the best buy amongproducts or services.

Taxes

34. Identify types of taxes.

35. Compute sales taxes onproducts.

36. Complete a sample federalincome tax return.

Travel and rommunicationServices

37. Select best modes of transpor-tation.

38. Plan a trip.

39. Demonstrate telephone skills.

1 4


Given an overview of the role of the con-sumer, identify four basic rights and four basicresponsibilities of consumers with 90% accu-racy on a written test.

Given five examples of a product or serviceinformation and criteria for judging, select thebest buy and give reasons for the selection,with four of the five selections judged accept-able according to an instructor-providedchecklist.

Given an overview of taxes, identify anddefine six types of taxes, with performancejudged acceptable according to an instructor-provided checklist.

Given a state sales tax table or tax rate andthe price of 10 products, compute the salestax and total price of each product, with eightof the computations correct.

Given completed W-2 forms, a blank shortreturn form, and the appropriate instructionbooklet, complete a sample federal income taxreturn according to the instructions, with allfigures entered with 100% accuracy.

Given information on transportation and caseprotlems concerning transportation needs,select the best mode of transportation foreach case, with eight of the 10 selectionscorrect according to instructor-providedguidelines.

Given costs of accommodations, transporta-tion, destination, and budget allowances, plana trip to satisfy individual interests, with theplan meeting specifications provided and notexceeding the budget.

GNen a simulation requiring telephone use,demonstrate telephone skills by completingthe assignment according to an instructor-provided checklist.

7

IB-6


COMPETENCIES

40. Write a business letter.

41. Explain the impact of computeruse on individuals.

Use of Credit

42. Compare the sources ofconsumer credit.

43. Complete a sample creditapplication.

44. Compute monthly payments.


Given format and subject, write a businessletter that is judged acceptable according toinstructor's checklist based on specificationsprovided.

Given 10 examples of ways computers are usedtoday, write a short statement about eachexplaining the impact of computer use on theindividual, with eight of the 10 statementsjudged acceptable according to informationgiven in class.

Given information on consumer credit and fivecases involving the borrowing of money, com-pare the sources of consumer credit by select-ing the proper lending agency to be used ineach case, with four of the selections correctbased on the characteristics of the lendingagency chosen.

Given a sample credit application form andinformation about the applicant, complete theapplication form with 100% accuracy, meetingthe stated requirements of the organizationissuing the credit application.

Given three loan amounts, the rate of interestand annual percentage rate for each, and thelength of time of each loan, compute themonthly payments for each loan with 100%accuracy.

K-1

KEYBOARDING

Course Code: 6610

Suggested Grade Level: 6, 7, 8, 9, 10, 11, 12

Prerequisites: None

Course Description:

Keyboarding is a 9- , 12- , or 18-week , single-period course offered to all students.Emphasis is placed on the development of the skill of entering alphabetic, numeric,and symbol information on a keyboard. Students develop skill in keyboardingnontechnical information, such as databases and short 'reports, and in keyboardingtechnical information, including computer programs. The Keyboarding course alsoserves as the first semester of the' Keyboarding Applications course.


1. Use correct fingers and tech-niques to key alphanumericinformation.

2. Use correct fingers and tech-niques to key numeric informa-tion on a 10-key numeric pad.

3. Use touch techniques to key-board information at a satis-factory rate.

4. Edit text using proofreader'smarks correctly.

5. Proofread so that any errorskeyboarded are noted andcorrected.

6. Use equipment and softwaiecapabilities to correct errors.

166

Given access to a microcomputer or otherequipment with a keyboard, use the correctfingers and techniques to key alphanumericinformation, with all items on an instructor-provided technique checklist rated acceptable.

Given access to a microcomputer or otherequipment with a 10-key numeric pad, use thecorrect fingers and techniques to key numericinformation, with all items on an instructor-provided technique checklist rated acceptable.

Given access to a keyboard and straight-copymaterials, keyboard using correct touch tech-niques at a minimum rate of 30 gross wordsper minute for three minutes with two errorsor fewer per minute.

Given examples of materials to be corrected,use appropriate proofreader's marks for 80%of the needed corrections.

Given access to a microcomputer, screen out-put, and corresponding printed output contain-ing a variety of common errors, note theerrors on the printed output, correct theerrors on the screen, and print revised copywith at least 90% of the errors corrected.

Given access to microcomputer equipment,word processing software, and copy to becorrected, prepare and print corrected copyfree of errors.

K -2

KEYBOARDING (continued)

COMPETENCIES

7. Use correct procedures to saveand retrieve information.

8. Use vocabulary related to key-boarding input and informationretrieval.

9. Keyboard nontechnical infor-mation.

10. Keyboard technical information.

11. Compose mailable text at thekeyboard.

12. Prepare personal notes, letters,and reports through the use ofword processing software.

13. Follow oral and writteninstructions.


Given access to a microcomputer and twoparagraphs of text to input, key the text foreach paragraph, save each as a separate file,and retrieve each, printing hard copy from theparagraphs as they are retrieved, with allitems on an instructor-provided checklistrated acceptable.

Given information on commonly used key-boarding and cdmputer terms, correctly match80% of the terms with their definitions on awritten test.

Given access to keyboarding equipment andthree examples of nontechnical information,such as a short listing, a vocabulary list, or asimple table, keyboard two of the three ex-amples so that all lines are correct.

Given access to keyboarding equipment andthree examples of technical material, includ-,ing a 20-line alphanumeric -listing, a 20-lineBASIC program, and a 20-line COBOL pro-gram, keyboard two of the three examples sothat all lines are correct.

Given access to keyboarding equipment andquestions to use as the basis for developingshort paragraphs, compose acceptable para-graphs at the keyboard, with paragraphs judg-ed acceptable if they contain complete sen-tences, are grammatically correct, are punc-tuated and capitalized correctly, and addressthe topics of the questions.

Given access to keyboarding equipment and asituation requiring the preparation of a per-sonal note, letter, or report, keyboard, edit,and print acceptable copy through the use ofword processing software, with all items on aninstructor-provided checklist rated accept-able.

Given access to keyboarding equipment andoral and written instructions involving at least10 steps, follow the given instructions in pre-paring keyboarded material, with final copyshowing all steps in the instructions have beenfollowed.

(This objective should be met at least once fororal instructions and at leas c once for writteninstructions.)

1 1

Course Code:


Prerequisites:

Course Description:

KEYBOARDING APPLICATIONS

6151

9, 10

Keyboarding (recommended)

KA-1

Keyboarding Applications is a one-ye single-period course offered to all students inwhich .they develop touch keyboarding skills. Keyboarding Applications is a basiccommunications course with emphasis on the application of keyboarding skills toproduce personal and busiiss letters, outlines, manuscripts,, and tabulated reports.Students who have comple,ed a course in Keyboarding may test out and enter into theapplications semester to develop document preparation skills, Keyboarding Applica-tions is a required foundation course for the Administrative Systems program.


Keyboarding

Note: When offering the 36-weekKeyboarding Applications course,refer to both the Keyboarding,andKeyboarding Applications compe-tencies and performance objectives.

If a student has taken Keyboarding,a school division may-decide to pre-test the-.tudent for direct entryinto Keyboarding Applications.Satisfactory completion of all Key-boarding competencies is r .quiredbefore entrance into Keyboarding'Applications.


Include all competencies fromAppendix A, for instruction incommunication skills.

Employability Skills and Leader -slip Development

Include all competencies fromAppendix B for instruction inemployability' skills and leader-ship development.

. 113

KA-2

KEYBOARDING APPLICATIONS (continued)

COMPETENCIES

Keyboard Mastery and Rela "tdSkills

h Identify machine parts.

2. Demonstrate keyboard pro-ficiency.


4. Apply principles of machineoperation and formatting.

Machine Application Skills

5. Keyboard and format businessletters.

6. Keyboard a three-column opentable.

7. Keyboard and format addresseson one small and one largeenvelope.

8. Keyboard and format a memo-randum from rough-draftmaterials.


Given access to a keyboard, identify and usethe machine parts with 80% accuracy, eitherby locating machine parts as the instructornames them or by completing a written test.

Given access to a keyboard and supplies, key-board straight copy at a minimum rate of 35words per minute with no more than one errorper minute for five minutes.

Given access to a keyboard, demonstrate cor-rect machine techniques, including position atkeyboard and keystroking procedures, with allitems on an instructor-provided technique check-list rated acceptable.

Given information and demonstration, identifythe principles of machine operation and for-matting with regard to spacing, placement,styles, punctuation, capitalization, abbrevia-tions, and word division with 80% accuracy ona written test.

Given access to a keyboard and rough-draftmaterial, keyboard and format two short orone medium-length mailable letter within 50minutes, with copy acceptably placed and allerrors corrected:

Given access to a keyboard and supplies, ar-range and keyboard in correct format an opentable with at least three columns of five itemseach, a main heading, and columnar headings,within 30 minutes and with information ac-ceptably placed and all errors corrected.

Given access to a keyboard and supplies, key-board within 10 minutes addresses on one largeand one small envelope in the format recom-mended by the postal department with nomore than one error per envelope.

Given access to a keyboard and edited :ough-draft material, keyboard and format two shortor one medium-length memorandum, within 50minutes and with all errors corrected.

KA-3

KEYBOARDING APPLICATIONS (continued)

COMPETENCIES

9. Keyboard a manuscript withfootnotes.

10. Keyboard and format a shortoutline.

Proofreading Skills

11. Identify and correct proof-reading errors in a paragraph.

12. Use proofreader's marks.



14. Demonstrate cost-effectiqeuse of resource-materia,,through efficient utilizationof supplies allocated in a class-room.

15. Practice preventive maintenancetechniques, including carefuloperation of machines.


Given access to a keyboard and supplies, key-board in correct format a two-page manu-script with footnotes, a title page, and abibliography, with no more than 10 errors,including form and typographical errors,within 150 minutes.

Given access to a keyboard and supplies, key-board in correct format a 15-line outline withno more than three errors within 30 minutes.

Given a paragraph containing 10 proofreadingerrors, identify and correct at least eight ofthe errors.

Given copy containing 10 errors, mark eight ofthe 10 errors with correct proofreader'smarks.

Given an assigned work station and a checklistfor maintaining it, maintain an orderly work-station during 90% of the grading period.

Given a set of supplies to be used in complet-ing a simulation set, allocate and use suppliesin a cost-effective manner with minimumwaste, as shown by not requiring additionalsupplies and completing all assignments.

Given an outline for preventive maintenanceof office equipment, maintain the equipmentas outlined, with at least 30% of the items onan instructor-provided checklist rated accept-able.

Course Code:


Prerequisites:

Course Description:

LEGAL OFFICE PROCEDURES

6735

12

Secretarial Administration I

Legal Office Procedures is a one-year, double-period course that serves as afor Secretarial Administration II. Emphasis is placed on the use ofprocedures and legal terminology.

COMPETENCIES






3. Request information instructingthe database program to searchthe database, acquire the datarequested, and perform any cal-culations required.




LOP-1

substitutelegal office

Given a database management system, createa database, such as a mailing list or a filingsystem, using correct operating procedures sothat the database is usable.

Given access to a microcomputer, a printer, adatabase management program, andappropriate reference manuals, enter, retrieve,update, save, and print alphanumeric datausing correct operating procedures, with 100%accuracy of content.

Given access to a microcomputer and adatabase management system, requestinformation, instructing the databasemanagement system to search the database,acquire the data requested, and perform anycalculations required for viewing or printingthe information in accurate form.

1° f

LOP-2

LEGAL OFFICE PROCEDURES (continued)

COMPETENCIES

Financial Records Management

4. Identify account situations thatshould be held in escrow.

General Clerical Skills

5 File documents, using an alpha-numeric filing system.

6. File documents by subject.

7. Maintain and use a tickler file.

8. Prepare records for new clients.

9. Update records for clients.

10. Maintain a forms file.

11. Collect payments or send billsto clients.

Legal Office Ethics

12. Identify prpcedures for main-taining confidentiality of clientinformation.


Given five account situations involving goodfaith deposits, an executor of an estate, attor-ney retainer fees, and withholding of paymentuntil, repairs are made by landlord, identifywith 100% accuracy those account situationsthat should be held in escrow.

Given ten documents and ten file folderscontaining other documents, file the docu-ments, using the alphanumeric method, with100% accuracy.

Given ten documents and file folders contain-ing other documents, file the documents bysubject with 100% accuracy.

.Given five tasks, accurately maintain a ticklerfile that requires the performance of thesetasks, according to instructor-provided guide-lines..

Given appropriate information and clientrecord forms, prepare records for four newclients, with all inlormation 100% accurate.

Given appropriate information and four clientrecords, update records to reflect new infor-mation, with all information 100% accurate.

Given copies of legal documents such as courtdocuments, client documents, form letters,and memoranda, accurately establish a formsfile, with all items on an instructor- providedchecklist rated acceptable.

Given information about legal servicesrendered for clients, collect payment from orsend bill to the client, determining accuratelyand appropriately how the individual in theparticular situation should be charged for legalservices rendered, according to instructor-provided guidelines.

Given three simulated office situations, accu-rately respond so that client information re-mains confidential.

COMPETENCIES



13. Identify procedures for pro-fessional handling of clientcomplaints.

Legal Terminology

14. Use correct legal, and Latinterms as they occur in writtenor oral work.

15. Prepare typewritten legal docu-ments taken from office-styledictation that contains legal orLatin terminology.

16. Edit and revise legal correspon-dence for accuracy of content,clarity of expression, and appro-priateness of style.

Receptionist Activities

17. Rearrange employer's (attor-ney's) calendar for appointmentchanges.

18. Determine incoming calls thatmust be referred to attorney orsupervisor.

19. Prepare written telephonemessages.

20. Identify organizations and indi-viduals that would be includedin the legal secretary's personaldirectory.

LOP-3

Given a, simulated office situation in which aclient is displeased with legal procedures,identify completely and accurately the pro-cedures to handle the complaint according toinstructor-provided guidelines.

Given five class assignments--three writtenand two oral--of two minutes duration each,use legal and Latin terms in completing theassignments with no more than two errors ineach written assignment and no more than oneerror in each oral assignment.

Given office-style dictation that containslegal or Latin terminology, transcribe twomailable legal documents at a production rateacceptable for employment.

Given three typewritten, rough-draft pieces oflegal correspondence and appropriate sourcematerials, edit and levise the correspondencefor accuracy of content, clarity of expression,and appropriateness of style with final copymeeting the criteria for mailability.

Given simulated calls requesting new appoint-ments, correctly rearrange employer's (attor-ney's) calendar for five appointment changeswith 100% accuracy.

Given five simulated incoming calls, deter-mine those that can be handled by a secretaryand those that must be referred to an attorneyor supervisor according to guidelines estab-lished in class.

Given four simulated incoming calls, preparewritten telephone messages for each one with100% accuracy according to instructor-provided guidelines.

Given appropriate sources, identify organiza-tions and individuals whose names, addresses,and telephone numbers are to be maintained ina personal directory, with entries matchingthose on instructor- or class-developed masterlist.

LOP-4


COMPETENCIES

21. Prepare information needed byemployer (attorney) for useduring client conference.


22. Enter data and formulas at de-sired is cations, using a spread-sheet software program.


Telecommunications



25. Keep area in and around thework station ul-,-luttered.

26. Demonstrate cost-effective useof resource materials throughefficient utilization of sup-plies allocated in a classroom.


Given attorney's requests, client information,and other legal documents, prepare informa-tion as needed during the employer's (attor-ney's) conference with the client with clientrecords and required legal forms completedwith 100% accuracy.


Given access to a microcomputer, an electro-nic spreadsheet program, instruction, and ap-propriate reference materials, retrieve, up-date, save, and print data with 100% accuracy.



Given a set of supplies to be used incompleting a simulation set, allocate and usesupplies in a cost effective manner with mini-mum waste, as demonstrated by not requiringadditional supplies and completing all assign-ments.

1

LOP-5


COMPETENCIES


27. Keyboard straight copy at a mini-mum rate and with an error toler-ance acceptable for employment

28. Produce mailable documents fromunarranged copy, including let-ters, memoranda, manuscripts/reports, statistical/financial re-ports, agendas, minutes, press re-leases, messages, and announce-ments.

29. Detect and correct all typo-graphical and spellinz errorson all documents typed.


Given access to a keyboard and unpracticedcopy material of high syllabic intensity,demonstrate speed and accuracy bykeyboarding for five minutes at a speed of atleast 50 words per minute with no more thantthree errors for five minutes. Number oferrors allowed increases as speed increases.Refer to Civil Service Handbook for furtherinformation.)


(b) Given access to keyboarding equipment andunarranged, high syllabic intensity copy ofmanuscripts and reports, including variousstyles of manuscripts and reports, agendas,minutes, press releases, and messages, typethe manuscripts/reports, with each item judg-ed mailable based on correct placement on thepage, acceptable corrections (not noticeableor a detraction from the manuscript/report),and correct punctuation.



195

LOP-6


COMPETENCIES


31. Use proper techniques to key in,retrieve, revise, spell cheeky?and produce a document using aword processing system.

32. Keyboard legal instruments onappropriate forms.


Given access to a keyboard, a transcribingmachine, and a tape or disk containing areport, minutes, or business correspondence,transcribe the documents using correct ma-chine controls and meeting acceptable stan-dards, with each document judged mailablebased on correct placement on the page, ac-ceptable corrections (not noticeable or a de-traction from the correspondence/reports/minutes), and correct punctuation.

Given access to a microprocessor and guide-lines, produce business correspondence or re-ports by performing functions to key in, revise(using insertion, deletion, block, search, andreplace), spell check, and print. Documentswill be judged acceptable according to correctplacement on page, correct punctuation, lackof errors, and all revisions completed asdirected.

Given appL opriate information, access to akeyboard, forms, and legal format required,keyboard the following legal instruments with100% accuracy and without visiblecorrections: (1) affidavit; (2) legal documentcontaining an acknowledgment; (3) legal salescontract; (4) deed; (5) power of attorney; (6)will; (7) legal documents from specializedareas; (8) agreements; (9) complaints and sum-mons; (10) interrogatories; (11) depositions;and (12) subpoenas.

MANAGEMENT INFORMATION SYSTEMS

Course Code:


Prerequisites:

Course Description:

6635

11, 12

Keyboarding (18 weeks)Business 'Computer ApplicationsORKeyboarding ApplicationsInformation/Word Processing

MIS-1

Management Information Systems is a one-year, single-period course designed todevelop telecommunication skills and to use integrated software, utilities, andoperating systems. Students learn how to input, manipulate, interpret, analyze, andoutput data. Eleventh- and twelfth-grade students taking this course may participatein Cooperative Office Education.

COMPETENCIES


1. Use the touch method in operat-ing a ten-key pad.






2. Handle and care for storagemedia, organize disks, name adocument on disk, update a direc-tory, develop backup systems,And use DOS utilities.


Given access to a mi_-:rocomputer with a 10-key pad and data, key data on the 10-key pad,using the touch system, at a rate of at least150 keystrokes per minute with no more thanfive uncorrected errors on a five-minute tim-ing.

(a) Given access to a microcomputer programdisks, and data disks, describe a procedure tobe used for preventing unauthorized use of thecomputer equipment and diskettes, with pro-cedure rated acceptable according to prede-termined guidelines.

1 7

MIS-2

MANAGEMENT INFORMATION SYSTEMS (continued)

COMPETENCIES

2. Handle and care for storagemedia, organize disks, name adocument on disk, update a direc-tory, develop backup systems,and use DOS utilities (continued).



5. Solve problems resultingfrom computer hardware andsoftware failures.


(b) Given access to a microcomputer, aprogram disk containing stored data, and ablank disk, make a backup of the program diskon the blank disk with the new disk containinga duplicate directory of the program disk.

(c) Given access to microcomputer and a pro-gram disk containing stored data, name a fileand update the directory by saving this fileaccording to the instructor's checklist.

(d) Given information and a list of commonlyused DOS commands, describe their functionsorally or in writing with 100% accuracy.

Given access to an electric typewriter ormicrocomputer and copy material of averagesyllabic intensity, keyboard alphabetic andnumeric keys using the touch method, strikingthe keys at a rate of at least 30 words perminute with no more than three errors on afive-minute timing.

(a) Given access to a microcomputer and ap-propriate reference manuals, demonstrate pro-per handling and care of hardware and soft-ware and computer operations, including ope-rating printer, powering up, loading, and pow-ering down, in accordance with the manufac-turer's instructions.

(b) Given a diskette and access to compatiblehardware, perform the necessary diskette han-dling tasks, including copying, formatting, up-dating, and transferring with 100% accuracy.


(a) Given a malfunctioning data device, identi-fy and correct the malfunction or arrange forrepair by contacting appropriate service rep-resentative.

(b) .Given a malfunctioning software program,identify and correct the problem or arrangefor correction by contacting appropriatesoftware support representative.

MIS-3


COMPETENCIES

6. Use commercial software todemonstrate "user friendly"features.

7. Describe how computers can benetworked to process businessinformation.

8. Select and use an electronicscheduling system.

9. Describe the advantages, cap-abilities, and limitations ofintegrated software.

10. Identify applications that areappropriate for integratedsoftware.

11. Evaluate, select, and use inte-grated software (word proces-sing, database, spreadsheet, andgraphics) to solve businessproblems.

12. Connect a lap-top to an appro-priate microcomputer, transferstored data to the microcom-puter memory, and make an ac-curate disk copy.


Given a commercial software package, accessto a microcomputer, and appropriate refer-ence manuals, load and demonstrate the abili-ty to use the program to successful comple-tion.

Given information and two examples of localarea networks, explain orally or in writing howto network microcomputers to a minicomputerand/or mainframe in order to share businessinformation, with explanation agreeing withinformation supplied by an instructor's check-list.

Given information on electronic schedulingsystems, access to a microcomputer, and ap-propriate reference manuals, select and use anelectronic scheduling program to schedule asimulated office schedule for one week, in-cluding a conference with at least two otherpeople, a business luncheon, a staff meeting,and time to work on a project due at the endof the week.

Given information on integrated softwarefrom textbooks, computer magazines, andother resource materials, describe orally or inwriting five advantages, five capabilities, andfive limitations of integrated software.

Given information on the capabilities of anintegrated software package, identify ten ap-plications that are appropriate for integratedsoftware, with applications judged acceptableaccording to predetermined guidelines.

Given information from software reviews onintegrated software, select an appropriate in-tegrated software program to be used in asmall business environment (maximum of 25employees, gross profits of $2.5 million, twostores in Virginia), with applications judgedacceptable by predetermined guidelines.

Given access to a microcomputer, a lap-topcomputer, program disk for the lap-top, andformatted disk for the microcomputer, con-nect computers, load the program into the lap-top, transfer stored data to the microcom-puter memory, arc! make an accurat. diskcopy of the stored data.19

MIS-4



13. Use a desktop publishing soft- Given a desktop publishing software program,ware to produce business reports. access to a microcomputer, and appropriate

instruction, produce high quality printedmatter for such items as reports, companynewsletters, brochures, manuals, catalogs, ordirectories so that they meet acceptablebusiness standards.

14. Identify flowchart symbols. Given information on- flowchart symbols and adetailed program flowchart, identify eachflowchart symbol and describe its functionwith 100% accuracy.

15. Develop a flowchart for a Given the job specifications for a businesssimple information processing situation requiring the writing of a computerapplication. program, I/O record layouts, flowcharting

sheets, and a flow-charting template, developa flowchart showing the general logicsequence so that the flowchart (1) reflects ananalysis of the problem, (2) contains sufficientlabeling to be readable, and (3) uses standardflowcharting symbols.

16. Key and run a BASIC program. (a) Given a flowchart developed for a specificbusiness situation, a blank disk, and access toa microcomputer, write and run a programfollowing the flowchart directions and produc-ing a program that will provide the solutionfor the problem. (NOTE: For use with stu-dents from Administrative Systems programoption.)

(b) Given a simple mathematical problem, ablank disk, and access to a microcomputer,develop a simple program to solve the problemaccurately, debug the program by identifyingsyntax and execution errors, and store thecomplete program on the blank disk. (NOTE:For use with students from Information Sys-tems program option.)

17. Evaluate software to determinewhich programs may be copied.

Given documentation to 10 software programsand information on copyright laws, determineand list which. programs may be copied; howmany copies can be made if it is allowed; andwhich programs may allow a backup only, withlist accurate according to the instrictor'schecklist.

1 3 0

MIS-5


COMPETENCIES

18. Explain cases where breach ofconfidentiality can be harmful.

Records Management

19. Analyze and perform filingfunctions manually and elec-tronically.

20. Maintain a directory of docu-ments for quick retrieval.

21. Compare and select the appro-priate filing system equipmentand supplies for a businessapplication.

Telecommunications

22. Use proper teieplione techniquesto answer an incoming call.


Given class discussion and five examples ofbreach of confidentiality of information storedin computer data storage systems, explain andillustrate with complete accuracy at least onetype of damage that an individual might sufferfrom each of the five examples.

(a) Given 25 documents to be filed in each ofthe following categories: alphabetic, numeri-cal, subject, and geographical, file the docu-ments in the files alphabetically, numerically,by subject, or geographically in individual fol-ders with no more than three errors and usingcorrect operating procedures.

Given a request for a copy of a documentcontained within the database managementsystem, access to a microcomputer, a data-base management program, and appropriate

.reference manuals, obtain the document, se-cure the copy, return the document to the file,and deliver the copy to the instructor accord-ing to predetermined guidelines.

Given information covering the uses of filingequipment (folders, vertical, lateral, labels,guides, rotary); mechanical storage and retrie-val; procedures for maintaining/disposing ofrecords; follow-up systems; and the use ofmicrographics, microforms, microfiche, ultra-fiche, and electronic filing systems, demon-strate ability to select appropriate equipmentand supplies by scoring 90% on a 50-questiontest.

Given information on telephone techniques anda simulated incoming call, respond to thetelephone meeting the following criteria: (a)answering within two rings; (b) identifying theorganization or firm by name; (c) identifyingself by name; (d) using proper telephone voiceand rules of courtesy, with all items on aninstructor-provided checklist rated accept-able.

131

MIS-6


COMPETENCIES

23. Record telephone messages.

24. Transfer incoming calls toanother office, department, orbuilding.

25. Verbally outline the procedurefor screening incoming calls.

26. Develop a business telephonedirectory with appropriatecustomer names, addresses, andother needed information.

27. Arrange a conference call.

28. Identify available communi-cation systems and services.

29. Demonstrate the use of elec-tronic mail.


Given a simulated telephone conversation, re-cord the message, handwritten or typewritten;with 100% accuracy, including the followinginformation: (a) caller's name/title; (b) dateof call; (c) time of call; (d) message;(e) caller's number; (f) and name of persontaking message.

Given information on telephone techniques anda simulated incoming call that must betransferred, respond to the call meeting thefollowing criteria: (a) answering within tworings; (b) identifying the organization or firmby name; (c) identifying self by name; (d) usingproper telephone voice and rules of courtesy;(e) explaining the need for transfer; (f) givingthe name / department /number to which thecall is being transferred; and (g) completingthe transfer, with all items on an instructor-provided checklist rated acceptable.

Given a simulated incoming call and guidelinesregarding the screening of calls, verbally out-line the procedure for screening an incomingcall, with all items on an instructor checklistrated acceptable.

given access to a microcomputer, appropriatesoftware, and appropriate reference manuals,develop a business telephone directory withcustomer names, addresses, and other neededinformation on a database system with 10096accuracy according to guidelines provided.

Given information on conference calls and aconference call situation, outline the pro-cedure for arranging the conference call withcomplete accuracy according to requirementsof the local telephone company.

Given instruction and information on currentcommunication systems and services used inbusiness, identify in writing five systems andservices with 95% accuracy.

Given instruction in the concept of electronicmail and a message to be disseminated to fivepersons, demonstrate (or explain in the ab-sence of equipment) the use of the electronicmail function, following the guidelines of theinstructor with 100% accuracy and dissemi-nating the message accurately.

132

MIS-7


COMPETENCIES

30. Access a public database andretrieve needed information.

31. Load or access an electroniccommunications program andtransmit data.

32. Access; store, and retrievedata from a remote computersystem.



34. Demonstrate cost-effective useof resource materials througheffective utilization of suppliesallocated in a classroom.


Given instruction in the concept and use of adatabase and access to a microcomputer, tele-phone modem, and public database, access apublic database to gain information specifiedby the instructor, providing a 100% accuraterecord of the information.

Given access to a microcomputer, an elec-tronic communications program, and appropri-ate reference manuals, load or access theprogram and transmit data with 100% ac-curacy, using correct operating procedures.

Given access to a microcomputer, an elec-tronic communications program, and appropri-ate reference manuals, access a remote com-puter system, store data in source, and re-trieve data from source with 100% accuracy.

Given an assigned work station and a checklistfor maintaining it, maintain an orderly workstation during 90% of the grading period, withall items on checklist rated acceptable.

Given a set of supplies to be used in complet-ing a simulation set, allocate and use suppliesin the most effective manner with minimumwaste as shown by not requiring additionalsupplies and completing all assignments.

.1q3

.

Course Code:


Prerequisites:

Course Description:

MEDICAL OFFICE PROCEDURES

6730

12


MOP-1

Medical Office Procedures is a one-year, double-period course that serves as asubstitute for Secretarial Administration II. Emphasis is placed on the use of medicaloffice procedures and medical terminology.

COMPETENCIES

Commvaication Skills


Database Applicationsa



3. Request information instructingthe database program to searchthe database, acquire the datarequested, and perform any cal-culations required.



General Clerical Skills

4. File documents numerically.


Given a database management system, createa database, such as a mailing list or a filing-system, using correct operating procedures sothat the database is usable.

Given access to a microcomputer, a printer, adatabase management program, and appropri-ate reference manuals, enter, retrieve, up-date, save, and print alphanumeric data usingcorrect operating procedures, with 100% ac-curacy of content.


1 r'l 4

Given five documents and file folders contain-ing at least twenty other documents, correctlyfile the five documents, using the numericmethod, with 100% accuracy.

MOP-2

MEDICAL OFFICE PROCEDURES (continued)

COMPETENCIES

5. Process contents of incomingmail, such as checks, patienthistories, insurance forms,medical journals, letters, x-rays,lab reports, and medicinesamples.

6. Prepare specialized mail,determining appropriate classi-fications and fees.

7. Collect payments from or sendbills to patients and otherphysicians or their familymembers.

Insurance Forms

8. Complete a Blue Shield claimform.

9. Complete a claim form for aprivate health insurancecarrier.

10. Complete a Medicare claimform.

11. Comp Mte a Worker's Compen-sation claim form.


Given 10 pieces of incoming mail, includingchecks, patient histories, insurance forms,medical journals, letters, x-rays, lab reports,and medicine samples, open, stamp, sort, anddistribute the contents, with all items on aninstructor-provided checklist rated accept-able.

Given five pieces of specialized mail, apostage scale, and a U.S. Postal Manual, de-termine appropriate classification and postagefor each and prepare for mailing, with allnumerical information and calculations 100%accurate.

Given information about treatment providedfor other physicians or their family members,collect payment from or send bill to thepatient/physician, determining accurately andappropriately how the individual in the partic-ular situation should be charged for medicalservices' rendered, according to instructor-provided guidelines: .

Given access to a keyboard, a Blue Shieldform, and patient information, keyboardrequired information on the form, with allitems properly aligned, neatly corrected, andaccurate.

Given access to a keyboard, a universal healthinsurance claim form, and patient information,keyboard required information on the privatehealth insurance form with all items properlyaligned, neatly corrected, and accurate.

Given access to a keyboard, a Medicare form,and patient information, keyboard requiredinformation on the Medicare form, with allitems properly aligned, neatly corrected, andaccurate.

Given access to a keyboard, a Worker'sCompensation form, and patient information,keyboard required information on the form,with all items properly aligned, neatly cor-rected, and accurate.

1.15

MOP-3


COMPETENCIES

Medical Office Ethics

12. Exhibit interpersonal skillsrequired for interaction withpatients.

13. Identify procedures for main-taining confidentiality ofpatient information.

14. Identify procedures for profes-sional handling of patient com-plaints.

15. Identify activities that mightbe viewed as inappropriateadvertisement of physician'sservices.

16. Notify physician of any patientwho is under treatment byanother physician for the samecondition.

17. Describe preventive measuresthat should be taken by medicaloffice personnel to avoid mal-practice suits.

Medical Terminology

18. Define medical prefixes, suf-fixes, root words, and combinedforms.

19. Translate definitions intomedical prefixes, suffixes, rootwords, and combined forms.


Given three simulated office situations, ex-hibit interpersonal skills (patience, sympathy,tact, and empathy) toward patients, with allitems on an instructor-provided checklistrated acceptable.

Given three simulated requests for informa-tion, respond accs:rately so that patient infor-mation remains confidential.

Given a simulation involving a patient who isdispleased with medical procedures, identifycompletely and accurately the procedures tohandle the complaint, according to instructor-provided guidelines.

Given a simulated office situation, identifyactivities that might be construed as inappro-priate advertising of physician's services, ac-cording to instructor-pravided guidelines.

Given two simulated office situations, notifyphysician upon learning that a patient is undertreatment by another physician for the santecondition, using procedures identified in classas professionally acceptable and appropriate.

Given three simulated office situations, iden-tify inappropriate procedures followed and de-scribe accurately and completely the preven-tive measures that should be taken in eachsituation to avoid the possibility of malprac-tice suits.

Given 50 medical prefixes, suffixes, rootwords, or combined forms, define at least 90%of the items accurately.

Given 50 definitions, translate them intomedical prefixes, suffixes, root words, or com-bined forms, with at least 90% of the itemstranslated accurately.

20. B.uild medical terms from Given 50 definitions, build 50 medical termsdefinitions. with 90% accuracy.

1 `1G

MOP-4


COMPETENCIES

21. Spell and define medical terms.

22. Supply medical terms forfrequently used abbreviations.

23. Supply abbreviations forfrequently used medical terms.

24. Transcribe recorded medicalrecords.


25. Select appropriate proceduresfor handling medical emergen-cies.

26. Complete a patient informationrecord.

27. Determine incoming calls thatmust immediately be referredto the physician.

28. Prepare written telephonemessages.

29. Maintain an appointment book.


Given 50 medical terms from oral dictation,spell the terms and supply their definitions,with 90% of the terms spelled and definedcorrectly.

Given 30 frequently used medical abbrevia-tions, supply the accurate medical terms for95% of the abbreviations.

Given 30 frequently used medical terms,supply the accurate medical abbreviations for95% of the terms.

Given access to transcribing equipment andrecorded rit..?dia, transcribe two medical rec-ords with all errors neatly corrected.

Given three simulated medical emergency sit-uations, select appropriate procedures forhandling these emergencies, with all items onan instructor-provided checklist rated accept-able.

Given access to a typewriter and patientinformation, verify the information and type-write it onto patient record, with all itemsaligned, neatly corrected, and accurate.

Given five simulated incoming calls, correctlydetermine which calls are from other physi-cians and refer th_rn to the physician forimmediate attention, according to guidelinesestablished in class.

Given four simulated incoming phone calls,prepare written telephone messages for eachone with 100% accuracy according to instruc-tor-provided guidelines.

Given an appointment book, physician's officehours, and information about appointments tobe scheduled, accurately schedule and recordfive appointments and two cancellations.

71

MOP-5


COMPETENCIES




Telecommunications


Time and Resource Manage-ment




35. Keyboard information onmedical records.


Given access to a microcomputer, an electro-nic spreadsheet program disk, instruction, andappropriate reference manuals, enter data andformulas at desired locations on the spread-sheet with 100% accuracy, using correctoperating procedures.





Given access to a keyboard and appropriatesource documents and medical record formssuch as invoices, insurance claim forms, lab-oratory report forms, requisitions for supplies,and patient introduction slips, accuratelykeyboard three medical forms, with all itemsproperly aligned and neatly corrected and allitems on an instructor-provided checklistrated acceptable.

1 1 cd

MOP-6


COMPETENCIES


37. Produce mailable documents fromunarranged copy, including let-ters, memoranda, manuscripts/reports, statistical/financial re-ports, agendas, minutes, press re-leases, messages, and announce-ments.





(b) Given access to keyboarding equipment andunarranged, 'high syllabic intensity copy ofmanuscripts and reports, including variousstyles of manuscripts and reports, agendas,minutes, press releases, and messages, typethe manuscripts/reports, with each item judg-ed mailable based on correct placement on thepage, acceptable corrections (not noticeableor a detraction from the manuscript/report),and correct punctuation.



COMPETENCIES

MOP-7



40. Use proper techniques to Icy in,retrieve, revise, spell check,and produce a document using aword processing system.


Given access to a keyboard, a transcribingmachine, and a tape or disk containing areport, minutes, or business correspondence,transcribe the documents using correct ma-chine controls and meeting acceptable stan-dards, with each document judged mailablebased on correct placement on the page, ac-ceptable corrections (not noticeable or a de-traction from the correspond( nce/reports/minutes), and correct punctuation


140

Course Code:


Prerequisites:

Course Description:

OFFICE ASSISTANT

6750

12

None

OA -1

Office Assistant is a one-year, double-period, intensified program designed for seniorsidentified as needing marketable office skills. Students acquire competencies neces-sary for entry-level jobs that require minimum skills.

COMPETENCIES

Business and Financial Records

1. Prepare deposit records.


Given a blank deposit ticket, a check register,and simulated checks, coins, and currency,endorse the checks for deposit, enter thecheck amounts, count and enter the cash andcurrency, total the deposit ticket, and rem- elthe deposit in the check register, with allcomputations and entries 100% accurate.

2. Write checks and make entries Given a supply of blank checks, a checkin the check register. register and an assignment to write at least

five checks for specified payments, write thechecks and make the appropriate entries in thecheck register, including the computation ofthe account balance, with all checks correctlywritten, entries in the check register correctlyrecorded, and all computations 100% accurate.

3. Prepare a bank i econciliation.


Given information pertaining to a bank recon-ciliation, including name of company, date,bank balance, outstanding checks, servicecharges, and deposits in transit, prepare thebank reconciliation with agreeirig balances.

Given the gross earnings of 20 employees, theallowances for each, voluntary deductions foreach, a payroll register, and tax tables forVirginia and federal withholding taxes, calcu-late the entries for the payroll register, in-cluding net pay for each employee, and footand prove the totals of the register with 100%accuracy and with all information legible.

141

OA -2

OFFICE ASSISTANT (continued)

COMPETENCIES

5. Prepare sales slips.

6. Prepare purchase orders andinvoices.

Calculating

7. Convert fractions to decimals.

8. Round numbers to designateddecimal places.

9. Solve addition, subtraction,multiplication, and divisionproblems, using a 10-key calcu-lator.



Employability Skills and Leader-ship Developr.ent


PERFORMANCE OBJECTIVE S

Given blank sales slips and information con-cerning dates, customer names, quantities, de-scriptions of items, and unit prices of mer-chandise sold, prepare the sales slips, with allitems entered on the sales slips correct.

Given blank purchase orders and data on thepurchase of merchandise, including supplierand customer names, dates of purchase, pur-chase order and invoice numbers, terms, quan-tities, stock numbers, customer order num-bers, descriptions of items, and unit prices,prepare the purchase orders and invoices, withall items entered on the purchase orders andinvoices complete and accurate.

Given instruction in converting a properfraction to a decimal number, convert frac-tions to decimals by solving correctly eight ofl0.problems on a written test.

Given information on rounding numbers, in-cluding rounding numbers with three or fourdecimals to numbers with two decimals, roundnumbers to designated decimal places by solv-ing correctly eight of 10 problems on a writtentest.

Given instruction in basic mathematics func-tions and a 10-key calculator, scIve basicproblems involving addition, subtraction, mul-tiplication, and division with 80% accuracy,using the touch method of calculator opera-tion.

.142

OA -3


COMPETENCIES

10. Keyboard numbers, letters, andsymbols.

11. Keyboard straight copy at aminimum rate and with anacceptable error tolerance.

12. Keyboard and format letters,memos, and envelopes.

13. Keyboard and format manu-scripts/reports.

14. Use centering and tabulationtechniques to produce tables.

15. Respond to editing symbols onrough draft material.

16. Keyboard and format preprintedforms.


Given an electronic typewriter or microcom-puter and instruction on keyboarding, keyboardnumbers, letters, and symbols, using properfingering and proper touch techniq.,..:s and fol-lowing instructor-guidelines consistently.

Given a keyboard and unfamiliar copy ofaverage syllabic intensity, keyboard with aminimum speed of 40 words per minute, withno more than one error per minute on a five-minute timed writing.

Given keyboarding equipment and unarrangedcopy of letters, addresses, and memoranda;keyboard and format the letters, memoranda,and envelope addresses with each item judgedmailable based on correct placement on thepage, acceptable corrections, and correctpunctuation.

Given keyboarding equipment and unarrangedcopy of manuscripts/reports, including agen-das, minutes, press releases, and messages;keyboard and format the manuscripts/reports,with each item judged mailable based on cor-rect placement on the page, acceptable cor-rections, and correct punctuation.

Given keyboarding equipment and unfarhiliar,unarranged copy of announcements and one- tofive-column tabulations, including main, sec-ondary, and columnar headings; center theannouncements and the tabulations in readingposition, exact center position, includingboxed-in format, on full- and half-sheet paperand on unusual size paper, with 100% accuracyin formatting and keyboarding.

Given a keyboard, handwritten, rough draftdocuments, and typed straight copy; respondto editing symbols on rough draft material bykeying and formatting corrected copy with nomore than one uncorrected error per page.

Given keyboarding equipment and blank formssuch as invoices, purchase requisitions, tele-grams, and telephone messages; keyboard andformat the forms with 100% accuracy in key-boarding and formatting.

143

OA -4


COMPETENCIES

17. Transcribe letters and reportsusing dictating equipment.

18. Perform microcomputer func-tions.

19. Create, revise, spell check, andproduce a document.

Mailing Services

20. Process incoming and outgoingmail,

21. Select appropriate mailingmethod.


22. Register and screen callers.


Given an electronic typewriter or a wordprocessor, a transcribing machine, and a tapeor disk containing two letters and amanuscript/report; transcribe tha letters andmanuscript/report and type envelopes at aminimum rate of 35 words per minute, withletters and manuscript/report meeting instruc-tor-provided acceptable standards.

Given a microprocessor, appropriate softwareand documentation, and an assignment to keyin, store, retrieve, and print four letters orshort reports; perform the functions necessaryto produce the five documents in mailableform within 45 minutes.

Given a microprocessor, appropriate softwareand documentation, an the necessity tocreate a document of 150 words in length withchanges to be made; create, revise, spellcheck, and produce a document in mailableform within 20 minutes.

Given a packet of ten pieces of incoming mailand ten pieces of outgoing mail, date, sort,route, and use the mail machine (if available)to process those items with 90% accuracy.

Given items needing special processing tomail, such as a registered letter with returnreceipt requested, a report that must reach itsdestination the next day, and 1,200 advertisingfliers; select the appropriate method for send-ing the items and explain method to the in-structor ant the class with complete accuracy.

Given role-play situations involving callers andother visitors to the office, register andscreen callers? give appropriate information,route callers, and take messages, with allitems on an instructor-provided checklistrated acceptable.

144

',


COMPETENCIES

23. Maintain office equipment.

Records and Data Management

24. File documents alphabetically.


Given information regarding methods andprocedures for maintaining office equipment(a calculator, typewriter, copier, or micro-computer), supplies, and instructions; performroutine maintenance, change the ribbon and/orreplace the paper, clean parts, determine mal-function, and/or call for maintenance, withperformance acceptable if equipment func-tions properly after maintenance is completed.

Given 20 documents to be filed alphabetically,file the documents with no more than threedocuments misfiled.

25. Index, code, sort, and file Given 20 pieces of correspondence, a file (ordocuments alphabetically. simulated files) with guides and folders, and

instructions to apply the basic alphabetic andchronological rules; index, code, sort, and filethe pieces with 90% accuracy.

26. File documents numerically. Given 20 documents to be filed numerically,file documents with no more than three docu-ments misfiled.

27. Develop an electronic filingsystem (database).

28. Retrieve documents and datafrom files.

Given a microcomputer, a database manage-ment software program, and reference manu-als; develop a mailing list or other filingsystem, using correct operating procedures ac-cording to instructor-provided guidelines anddocumentation.

Given documents in a file and 10 requests forinformation from the files, retrieve and re-view the necessary documents and write therequested information on a response sheet,with nine of the 10 requests correct.

Course Code:


Prerequisites:

Course Description:

OFFICE SERVICES I

6740

9, 10, 11

None

OSI-1

Office Services I is a one-year, double-period course. Emphasis is placed on thedevelopment of communication, computation, and employability skills. Students aretaught keyboarding, forMatting, records management, and recording/playbackoperations of dictation/transcription equipment. Computer-assisted instruction shouldbe an integral part of the course.




Computational Skills Review

1. Read and write whole numbersof three or.more digits.

2. Round off whole numbers,decimals, dollars, and cents.

3. Estimate answers within areasonable range of the correctanswer.

4. Add whole numbers and deci-mals.

Given dictation of varied-digit numbers, writecorrectly 80% of the numbers.

Given information on rounding off wholenumbers to the nearest ten, hundred, and thou-sand; decimals to the nearest tenth, hun-dredth, and thousandth; dollars and centsthe nearest hundred dollars, ten dollars, dollar,ten cents, and cent; round off correctly 80%of the numbers given on an instructor-providedtest.

Given info. :ation on addition, subtraction,multiplication, and division involving wholenumbers or dollar amounts and problems, esti-mate the answers to each problem, then workthe problems, with 80% of the estimates with-in the reasonable range established in class.

Given instruction in adding whole numbers anddecimals and problems (some requiring sub-totals), add whole numbers and decimals withcomplete accuracy for 80% of the problems.

14C

OSI-2

OFFICE SERVICES I (continued)

COMPETENCIES

5. Subtract whole numbers anddecimals.

6. Multiply whole numbers anddecimals.

7. Divide whole numbers anddecimals.



Keybbarding and Formatting

8. Use correct fingers and tech-niques to key alphanumericinformation.

9. Use correct fingers and tech-niques to key numeric infor-mation.

10. Key information at a satis-factory rate.

11. Edit (proofread) text usingproofreader's marks correctly.


Given instruction in subtracting whole num-bers and decimals and problems (some requir-ing credit balance answers), subtract wholenumbers and decimals with complete accuracyfor 80% of the problems.

Given instruction in multiplying whole num-bers, decimals, and percents and problems,.multiply whole numbers and decimals withcomplete accuracy for 80% of the problems.

Given instruction in dividing whole numbersand decimals and problems, divide whole num-,bers and decimals with quotients accurate for80% of the problems.

Given access to equipment with an alpha-numeric keyboard and data to key, demon-strate correct fingering (touch keying) on fourannounced or unannounced observations, witha satisfactory rating on an observation check-list for each observation.

Given access to 10-key equipment and numericdata to key, demonstrate correct fingering(touch' keying) on four announced or unan-nounced observations, with a satisfactory rat-ing on an observation checklist for each obser-vation.

Given access to equipment and straight-copymaterials, key information at a minimum rateof 35 words per minute with no more than twoerrors per minute on a three-minute timing.

Given information on editing and proofreader'smarks and materials to be corrected, use ap-propriate proofreader's marks for 80% of theneeded corrections.

14

OSI-3

OFFICE SERVICES I (continued)

COMPETENCIES

12. Proofread and produce cor-rected copy.

13. Demonstrate a knowledge ofbasic principles of spacing,placement, punctuation, andcapitalization.

14. Typewrite mailable businessletters.

Office Machines Operation

15. Operate a calculator to solveproblems.

16. Operate a dictating/transcribingmachine to record, playback andtranscribe teacher-and self-dictation.

17. Operate microcomputer to runsoftware.

18. Use microcomputer equipmentand word processing software.

Records Management

19. Index, code, sort, and filealphabetically.


Given access to equipment and screen outputor typewritten material, proofread for errorson the printed material, correct the errors,and print revised copy with 90% of the errorscorrected.

Given information on spacing, placement,punctuation, and capitalization, identify theprinciples of formatting for spacing, place-ment, punctuation, and capitalization with80% accuracy on a written test.

Given access to equipment, copies of twoarranged business letters of :oproximately 100words each, and required supplies, typewritetwo mailable letters according to guidelinesprovided by the instructor.

Given access to a calculator and problems ofaddition (some requiring subtotals), subtrac-tion (some requiring credit balances) multi-plication (some requiring the use of decimalsand percents), division (some with decimals),use the calculator to solve correctly 80% ofthe problems given.

Given access to equipment and teacher- orself-dictation, operate machine to record,playback, and transcribe information accord-ing to instructor-provided guidelines.

Given access to a microcomputer and a CAIprogram such as mathematics, language drill,or other tutorial programs, turn on the com-puter, boot up, and operate the computerprogram so that the selected program runs.

Given access to a microcomputer and a simpleword processing program, create, store, re-trieve, edit (proofread and correct), and printa hard copy according to instructor-providedguidelines.

Given 25 names, including individual and com-pany names, index, code, sort, and file thenames alphabetically with no more than threenames misfiled.

14S

Course Code:


Prerequisites:

Course Description:

OFFICE SERVICES I!

6741

10, 11

Office Services I

OSII-1

Office Services II is a one-year, single-period course with Cooperative Office Educa-tion (COE) or a double-period course without COE. Development of communicationand employability skills is continued. Additional units of instruction includekeyboarding/formatting, records: and data management. Machine transcription andinformation processing are introduced.





1. Operate a calculator to solveproblems.




2. Keyboard straight copy at asatisfactory rate and with anerror tolerance acceptablefor employment.

Given a <.ess to a calculator and problems ofaddition, subtraction, multiplication (somerequiring the use of decimals, percents),division (some with decimals), compute theanswers using the touch method of keying,with 90% of the problems solved correctly.

Given access to keyboard equipment andstraight-copy material, key at a speed of 40words per minute with no more than threeerrors within a time limit given by the instruc-tor.

14,9

OSII-2

OFFICE SERVICES II (continued)

COMPETENCIES

3. Produce mailable businessletters and envelopes.

4. Produce mailable interofficememoranda from rough drafts.

5. Typewrite routine informationon short preprinted forms.

6. Typewrite simple tables.

7. Transcribe average-lengthcorrespondence from recordedmedia.

8. Use a microcomputer and wordprocessing software to produceuseable documents.

9. Use a database managementprogram.


Given access to keyboarding equipment andunarranged business letters of average length,envelopes, correction media, and format in-structions, type the letters and envelopes inmailable form, with mailability to be judgedon conformance with designated format, ac-ceptable placement on the page, and accept-able corrections (not noticeable or a detrac-tion from the letter).

Given access to keyboarding equipment, roughdrafts of memoranda that have been edited,and format instructions, type the memorandain mailable form according to instructor-provided guidelines.

Given access to a typewriter, blank preprintedbusiness forms that require typewriting onlines, in boxes, after guide words, or in col-umns, and information for completing forms,type the information on the preprinted fora:,with all applicable information typed on L.__forms in the appropriate spaces, copy aligned,and errors neatly corrected.

Given access to keyboarding equipment, andarranged and unarranged information, produceusable copy in tabular form, with tables in-cluding at least three columns, columnar head-ings, and at least five items per column.

Given transcription instruction, access toequipment, and dictated media with punctua-tion and paragraphs indicated, produce useabledocuments conforming to instructor-providedguidelines.

Civen access to a microcomputer, word pro-cessing software, and rough draft businessdocuments, perform the necessary functions(keying, storing, retrieving, revising, printing)to produce useable documents in accordancewith instructor-provided guidelines.

(a) Given access to equipment and a simple,familiar database management program, anexisting Me, and new records to be added, addthe new recdrds without error and terminatethe operatic

OSII-3


COMPETENCIES

9. Use a database managementprogram (continued).

Recordkeeping

10. Reconcile a bank accountbalance..

11. Identi purpose and use ofbusines, is and documents.

Records Management

12. Identify the organization anduses of alphabetic, numeric,subject, geographic, and chrono-logic filing systems.


(b) Given access to equipment, a simple,familiar database management program, a diskon which incorrect data has been recorded, thelocations of the errors, and the corrections tobe made, correct all errors and terminate theoperation.

(c) Given access to equipment, a simple, fa-miliar database management program, and ap-propriate reference manuals, enter, retrieve,update, save, and print alphanumeric data,using correct operating procedures accordingto instructor-provided guidelines.

(d) Given access to equipment, a simple, fa-miliar database management program, and ap-propriate reference manuals, apply the pro-gram to a typical task, such as a mailing listor filing system, using correct proceduresaccording to instructor-provided guidelines.

Given a bank statement, canceled checks(some outstanding), and a check register, rec-oncile the bank statement with 100% accu-racy.

Given class discussion and real or simulatedbusiness forms and documents or questions onforms and documents such as promissory note,bank draft, sales invoice, payroll check, pur-chase requisition, purchase invoice, inventorycard, telephone message form, petty cash vou-cher, receipt, payroll register, time card, em-ployees withholding exemption form, etc.,identify the purpose and use of each form ordocument with no more than two forms incor-rectly interpreted.

Given informat' 9 on the organization anduses of alphabetic, numeric, subject, geo-graphic, and chronologic filing systems, iden-tify the organization and uses of each byattaining a grade of C on a written or oraltest. , ) 9

151

OSII-4


COMPETENCIES

13. Identify uses of filing equip-ment, mechanical storage andretrieval, procedures formaintaining/disposing ofrecords, follow-up systems, andthe use of micrographics, micro-forms, microfiche, ultrafiche,and electronic filing systems.


Given information on filing equipment, mech-anical storage and retrieval, procedures formaintaining/disposing of records, follow-upsystems, and the use of micrographics, micro-forms, microfiche, ultrafiche, and electronicfiling systems, identify the use of each byattaining a grade of C on a written or oraltest.

12

Course Code:


Prerequisites:

Course Description:

OFFICE SERVICES III

6742

11, 12

Office Seriices II

OSIIJ-1

Office Services III is a one-year, single-period course designed to refine skills ofinformation processing, records and data management, and machine transcription.Additional units of instruction include job-seeking and employability skills.Information/Word Processing is an appropriate alternative course with instructorapproval.



1. Use correct fingers and tech-niques to key numeric infor-mation.

2. Operate the calculating machineto solve problems and completebusiness documents.

Given access to 10-key equipment and numericdata to key, demonstrate touch keying on twoannounced or unannounced observations withall items on a checklist receiving a satisfac-tory rating.

(a) Given access to an electronic calculatorand a payroll register on which payroll infor-mation for employees has been entered (regu-lar earnings,-overtime earnings, and all deduc-tions), complete all horizontal and verticalcomputations with 100% accuracy, using thetouch method of keying, verifying the keying,and correcting as necessary (comparing thecalculator tape to the original lists).

(b) Given real or simulated purchase invoicesand access to an electronic calculator, verifywith 100% accuracy the cost of each line itemand the invoice totals, including any shippingcharges and taxes, using the touch method ofkeying, verifying the keying, and correcting asnecessary (comparing the calculator tape tothe original lists).

(c) Given a salesperson's completed expensereport for a two-week period (including mile-age, meals, lodging, and allowable miscel-laneous expenses), verify with 10096 accuracyall entries including extensions and columntotals.

15 3

OSIII-2

OFFICE SERVICES III (continued)

COMPETENCIES




Include all competencies fromAppendix-B for instruction inemployability skills and leader-ship development.

Mail Processing

3. Identify procedures foi proces-sing incoming mail.

4. Identify procedures for prepar-ing outgoing mail.

5. Identify services provided byUnited States Postal Service.

Maintaining Office Equipment

6. Clean keys and elements andchange ribbons, elements, andprint wheels on appropriateequipment.

Records Management



Given instruction on processing incoming mail,including mail marked "confidential" or "per-sonal," indicate on a written test (facsimileenvelopes) the appropriate procedures of open,date stamp, and distribute to whom with 95%accuracy.

Given instruction and simulations of mailprocedures for small and large businesses,identify the procedures for preparing outgoingmail for small and large businesses, includingpoints of contrast between a mailroom opera-tion and the office worker handling typicalmailroom functions.

Given instruction on services provided byUSPS, identify the services on a written testwith a passing grade of "C."

Given information, demonstrations, and dis-cussion regarding methods and procedures formaintaining office equipment, clean keys andelements, change ribbons, elements, and printwheels on appropriate equipment with allequipment functioning properly after thechanges.

Given pieces of correspondence, a file (orsimulations of each), and instructions to applythe basic alphabetic rules, index, code, sortand file the pieces with no more than threemisfiled.

154

OSIII-3


COMPETENCIES

Records Management


9. Create and use a databasemanagement program.

Telecommunications

10. Identify telephone techniquesand procedures for handlingincoming calls courteously andefficiently and placing outgoingcalls efficiently and eco-nomically..

11. Identify equipment, technology,and procedures for commonforms of telecommunication.

12. Record telephone messages.

Word Processing

13. Produce mailable business docu-ments from recorded dictation.

14. Keyboard straight copy at asatisfactory rate accept-Alefor employment.


Given a set of sales invoices or other num-bered business documents, arrange the docu-ments in correct numeric order and file alldocuments with 100% accuracy.

Given access to a microcomputer, a databasemanagement program, and appropriate refer-ence manuals, apply the program to a typicaltask such as a mailing list or filing system,using correct procedures as provided by theinstructor.

Given instruction in the techniques and pro-cedures for handling incoming and placing out-going calls, demonstrate (or pass a writtentest in the absence of equipment) efficient andcourteous telephone procedures in accordancewith accepted guidelines established in class.

Given instruction on telecommunications andthe office, identify equipment and proceduresof telecommunication on a written test with apassing grade of "C."

Given an oral description of a hypotheticaltelephone conversation, (or a simulated tele-phone call), record the message with 100%accuracy, including the caller's name/title,date of call, time of call, message, caller'snumber, and name of person takingmessage/call.

Given access to keyboarding equipment, atranscribing machine, and a tape or disk con-taining correspondence, reports, minutes, andagendas, transcribe the documents using cor-rect machine controls and meeting acceptablestandards of mailability as identified in class.

Given access to keyboard equipment andstraight-copy material, key at a speed of 40words per minute with no more than 3 errorswithin an instructor-designated time limit.

ij

OSIII-4


COMPETENCIES

15. Handle storage media, label andinitialize disks, update direc-tory, and develop backupsystems.

16. Create, revise, spell check,and produce business documentsusing a word processing program.

17. Perform format changes andproduce usable documents usinga word processing program.

18. Prepare a manuscript usingcertain print functions of aword processing program.


Given access to a microcomputer, a data disk,and a program disk, handle storage media,organize disks, label disks, initialize disks,name document on disk, update directory, de-velop backup systems, care for and handledisks, without losing any material from thedisk and without destroying the disk.

Given access to a microcomputer and afamiliar word processing program, create,revise, spell check, and produce business docu-ments, with each document judged usablebased on all errors corrected and all revisionscompleted as directed.

Given access to a microcomputer and docu-ments that require format changes, produceusable documents by making format changes(line spacing, type styles, tab, margin settings,page formats, headers, and footers), documentjudged usable based on all errors corrected andall revisions completed as directed.

Given access to a microcomputer and anunprepared manuscript, produce a usable doc-ument by following the required operations,including (a) save, retrieve, file; (b) print,using proper codes for underscore, doublestrike, bold:dce, subscripts, and superscripts;and (c) copy and rename file, with documentjudged usab::: teased on all errors corrected andall revisions completed as directed.

Course Code:


Prerequisites:

Course Description:

OFFICE SPECIALIST I

6159

11


OSPI-1

Office Specialist I is a one-year, double-period course. Emphasis is placed on thedevelopment of document preparation and communication skills. Students are taughttouch operation of calculating machines and are introduced to equipment used inbusiness offices. Documelt preparation, office procedures, recordkeeping, communic-ations, beginning computer applications, and employability skills are included in thecourse.



1. Compute on a 10-key calculator. Given access to a 10-key machine and 10problems, each problem consisting of a seriesof addition, subtraction, multiplication, anddivision computations, solve at least eight ofthe problems correctly, using the touch meth-od.

2. Compute and verify on a 10-key calculator.





Financial Records

3. Identify types of financialrecords.

Given access to a_0 -key machine and appro-priate problems, compute discounts, markups,sales tax, commissions, interests, and exten-sions with 90% accuracy, using the touchmethod.

Given information on and a list of differentfinancial records, match each with its defini-tion with 8096 accuracy.

OSPI-2

OFFICE SPECIALIST I (continued)


4. Complete check records andchecks.

5. Endorse checks.

6. Prepare legible deposit slips.

7. Prepare a simple bank recon-ciliation.

8. Prepare petty cash records.

Given a blank check and stub and requiredinformation (check number, date paid, name ofperson to whom the check is issued, amount ofcheck, name of person issuing the check),prepare the check and stub legibly and ac-curately.

Given a completed check and an assignment toendorse the check using a restrictive endorse-ment, legibly and accurately endorse thecheck.

Given a blank deposit slip, a checkbook, and alist of items for deposit, Including two checks,coins, and .urrency. complete the deposit slipaccurately and legibly and adjust the check-book.

Given information pertaining to a bank re-conciliation, including name of company, date,bank balance, outstanding checks, bank servicecharge, and deposits in transit, prepare a bankreconciliation with agreeing balances.

Given information pertaining to the petty cashfund, including balance in fund, vouchers, anda blank check, record vouchers, compute bal-ance of petty cash, and write check to re-plenish fund, with all items recorded accu-rately and the fund in balance.

9. Define data processing terms. Given information and a list of data processingterms, define 90% of them correctly.

1G. Compute time cards.


12. Prepare an employee earningsrecord.

Given five time cards containing names, hoursworked, and regular rate, calculate regular,overtime, and total hours worked with 100%accuracy.

Given completed time cards, employee earn-ings record, income tax, withholding table,FICA tax rate, and blank payroll register,prepare a payroll register with all calculations100% accurate.

Given a completed payroll reg.ster and anemployee earnings record, record appropriateinformation on the employee earnings recordwith 100% accuracy.

15,

I



13. Prepare a payroll change sheet.

14. Prepare payroll cash slips and/o voucher check.

15. Prepare requisitions.

16. Prepare purchase orders.

17.. Prepare invoices.

Mail Processing


19. Determine appropriate classifi-cations for mail.

20. Identify special mail services.


OSPI-3

Given a completed payroll register and a blankpayroll change sheet, determine the quantityof bills and coins of each denomination neededto pay each employee and determine the totalnumber of each demonination, with all calcu-lations 100% accurate.

Given a completed payroll register and blankpayroll voucher checks or cash slips, preparepayroll voucher checks or cash slips with 100%accuracy.

Given the appropriate data involving therequisition of merchandise and a blank requisi-tion, prepare the requisition, with all informa-tion correct and in the proper location on therequisition,

Given access to a keyboard, the appropriatedata involving the purchase of merchandise,and a blank purchase order, prepare the pur-chase order, with all information correct andin the proper location on the purchase order.

Given access to a keyboard, the appropriatedata invo:ving the preparation of an invoice,and a blank invoice, prepare the invoice, withall information correct and in the properlocation on the invoice.

Given pieces of incoming mail, including somemail marked "confidential" or "personal," anda date stamp, open, stamp, sort, and distributemail, with all items on an instructor-providedchecklist rated acceptable.

Given a list of five classes of mail and fivedescriptions, correctly match at least four ofthe five.

Given a list of five special mail services andfive descriptions, correctly match four of thefive.

Given mailing instructions and 10 pieces ofmail, prepare the items for mailing by verify-ing addresses (including zip codes), checkingfor enclosures, folding, properly inserting intoenvelopes, sealing, and determining postagewith 100% accuracy.

159

OSPI-4


COMPETENCIES



23. Clean and adjust a photocopier.

24. Clean keys, elements, or printwheels, and remove dust andother particles from appropri-ate equipment.

Office Experience

25. Demonstrate and synthesizepreviously learned knowledge,skills, and attitudes to completethe tasks of a given position in amodel office.

26. Perform the tasks required of apart-time office employee.

Records Management

27. Identify types of filing sup-plies and filing equipment.

28. Identify alphabetic filing rules.


Given information regarding methods and pro-cedures for maintaining office equipment,change paper, ribbons, elements, or printwheels in appropriate machines, demonstratingthe proper functioning of the equipment afterthe changes.

Given access to a photocopier and supplies,clean and make minor adjustments as directedin machine manuals to maintain functioningreprographic equipment.

Given information regarding methods and pro-cedures for maintaining office equipment,clean keys, elements, or print wheels andremove dust and other particles from appro-priate machines, demonstrating the properfunctioning of the equipment after thechanges.

Given a simulated project or model officesimulation, perform the assigned tasks, de-monstrating and synthesizing previously learn-ed knowledge, skills, and attitudes, with anacceptable rating for 80% of the items on aninstructor-provided checklist.

Given a related part-time position, completeassigned tasks according to an individualizedtraining plan with acceptable ratings on atleast 80% of the tasks.

Given a list of 10 terms and 10 definitionsrelating to filing supplies and equipment, cor-rectly match eight of the 10 definitions withthe terms.

Given information on alphabetic filing rules,respond correctly to 90% of the items on anobjective test.

OSPI-5


COMPETENCIES


30. Retrieve documents.

31. File documents geographically.


Reprographics

33. Justify the most appropriatemethod cf duplication.

34 Prepare camera-ready copy forduplication.

Telecommunications

35. Answer and route routine calls.give non-confidential informa-tion, and take clear messages.

36. Place simulated routine localand long distance calls, usingthe directory when necessary.


Given 20 pieces of correspondence and a filewith guides and folders arranged foral?habetic filing, index, code, sort, and file atleast 16 of the 20 pieces correctly.

Given five requests for retrieval of correspon-dence, retrieve the requested correspondenceand correctly complete an out card or check-out form for at least four of the five requests.

Given 15 pieces of indexed correspondence anda file with folders arranged for geographicfiling, code, sort, and file at least 12 of the 15pieces correctly.

Given 15 pieces of indexed correspondence anda file set up for numeric filing, code, sort, andfile at Icast 12 of the 15 pieces correctly.

(a) Given information on duplication anddocument copying/duplicating services, choosethe best copying/duplicating method to usewith 80% accuracy.

(b) Given a list of terms used in reprographicsand a list of definitions for the terms, matchthe terms with the definitions with 80% ac-curacy.

Given a document to be altered for photocopy-ing, type, cut, alter, paste, and prepare aphotocopy that is usable.

Given a telephone or Business Trainer and asituation involving incoming local calls,answer and route calls, give nonconfidentialinformation, and take clear messages, with allitems on an instructor-provided checklistrated acceptable.

Given a telephone or Business Trainer and asituation involving outgoing local and longdistance calls, place the telephone calls, withall items on an instructor-provided checklistrated acceptable.

161

OSPI-6


COMPETENCIES

37. Perform routine receptionistactivities for given situations.




Word Processing

40. Keyboard straight copy at aminimum rate and with an errortolerance acceptable foremployment.


42. Keyboard addresses on enve-lopes with all errors neatlycorrected.

43. Keyboard mailing labels andfile folder labels.


Given a role-playing situation requiring thegreeting of visitors in a business office anddirecting them to other locations, greet thevisitors and give them appropriate directionsto other locations, with all items on an in-structor-provided checklist rated acceptable.



Given access to a keyboard and a five minutetime limit, keyboard straight copy at a speedof at least 40 words per minute with no morethan three errors.

(Note: Civil Service minimum is 40 words perminute with three errors for five minutes.Number of errors allowed increases as speedincreases. Refer to Civil Service Handbookfor further information.)

Given various correction media, such aserasers, fluid, tape, and access to self-cor-recting keyboard equipment, keyboard materi-al with acceptable corrections.

Given 10 addresses, 10 envelopes, instructionson format, and access to a keyboard, keyboardaddresses in mailable form on all of theenvelopes within 10 minutes.

Given access to a keyboacd, necessary data,and supplies, keyboard five mailing labels orfile folder labels in correct format within 10minutes with all errors neatly corrected.

162

OSPI-7


COMPETENCIES

44. Keyboard postal cards.

45. Keyboard in mailable form atypical government document.

46. Keyboard in mailable form atypical legal document.

47. Produce mailable documentsfrom unarranged copy, includ-ing letters, memoranda, manu-scripts/reports, statistical/financial reports, agendas;minutes, press releases,messages, and announcements.


Given access to a keyboard, information onformat, and handwritten or rough-draft copy,keyboard five postal cards in specified format,with all errors neatly corrected.

Given access to a keyboard, information onformat, and a rough-draft government docu-ment, keyboard it in the format specified andin mailable form, with all errors corrected.

Given access to a keyboard, information onformat, a legal document, and the informationnecessary for typing or filing it, keyboard thedocument in proper legal format, with numeri-cal information accurately typed, other infor-mation accurate, and all errors neatly cor-rected.

(a) Given access to keyboarding equipment andunarranged, average syllabic intensity copy ofletters, addresses, and memoranda, keyboardthe letters, memoranda, and envelope ad-dresses, with each item judged.mailable basedon correct placement on the page, acceptablecorrections (not noticeable or a detractionfrom the letter), and correct punctuation.

(b) Given access to keyboarding equipment andunarranged, average syllabic intensity copy ofmanuscripts/reports, including various stylesof manuscripts and reports, agendas, minutes,press releases, and me sages, keyboard themanuscripts/reports with each item judgedmailable based on correct placement on thepage, acceptable corrections (not noticeableor a detraction from the manuscript/report),and correct punctuation.

(c) Given access to keyboarding equipment andunarraned, average syllabic intensity copy forannouncements and one-to five-column tabula-tions including main, secondary, and columnarheadings, center the announcements and tabu-lations in reading position, exact center posi-tion on full-and half-sheet paper and on unusu-al size paper, with 95% accuracy of placementand 100% accuracy in content.

163

OSPI-8


COMPETENCIES

48. Produce information on pre-printed forms.

49. Detect and correct all typo-graphical and spelling errors onall documents typed.

50. Identify the parts of a transcrib-ing machine and demonstratetheir uses.

51. Describe orally or in writingbusiness applications availableon a microprocessor system.

52. Define orally or in writingterms and functions common tocomputer operation, care, diskhandling, peripheral operation,and access to the operatingsystem.

53. Describe the types, use, andcare of word processing hard-ware and software.

54. Describe how information isshared between terminals whenword processing is executed ona network.


Given access to keyboarding equipment andblank forms for invoices, purchase requisi-tions, telegrams, and/or telephone me ages,type the forms with 95% accuracy in place-ment and 100% accuracy in content.

Given access to a textbook, dictionary, refer-ence manual, proofreading symbols, and cor-rection materials, detect and correct all typo-graphical and spelling errors on all documentstyped, producing mailable copy.

Given a demonstration of the operation of thetranscribing machine, identify the parts of themachine and demonstrate their uses with 100%accuracy.

Given examples of business applications anddemonstrations of how they are used, includingdocument management and control, record-keeping, data processing, introduction to pro-gramming, mailing labels, and spreadsheets,demonstrate familiarity with programs otherthan word processing by giving a brief descrip-tion of how each is used in the office with 95%accuracy.

Given information on terms and functionscommon to computer operation, care, diskhandling, peripheral operation, and access tothe operating system, identify and des-ribe allterms orally or in writing with 85% accuracy.

:liven information on the types and use ofword processing hardware and software, definethe terms (orally or in writing) and describethe use and care of each element, includingequipment hardware, equipment software, andperipherals with 85% accuracy.

Given a description of a business setting whereword processing is executed on a network,describe how information is shared betweenterminals with 85% accuracy.

.B,

4OSPI-9


COMPETENCIES

55. Describe all of the functionsavailable on a word processingsystem.

56. Use proper techniques to key in,store, retrieve, revise, andprint a document using a wordprocessing system.


Given access to a familiar microprocessor,describe (orally or in writing) with 100% acr.racy all of the functions available on thesystem, including the following: (a) how to usethe function keys or command keys on thesystem; (b) what function each key performs;(c) how to use the code or alternate key andhow it affects the keyboard; (d) how to use theinsert/replace keys; (e) how to send a docu-ment to the printer; (h) how to create a list ofthe default settings for the system; (k) how todarken or lighten the screen display; (j) how todetermine which drive handles the programdiskettes and which drive handles the datadiskettes, and (k) how to access the systemand record and edit.

Given access to a microcomputer and anassignment to key in; store, retrieve, revise(using insertion and deletion functions), andprint business correspondence and/or reports,perform the functions necessary to producethe documents; with each document judgedmailable based on correct placement on thepage, correct punctuation, all errors cor-rected, and all revisions completed as direct-ed.

1c5

Course Code:


Prerequisites:

Course Description:

OFFICE SPECIALIST II

6160

12

Office Specialist I

OSPII-1

Office Specialist II is a one-year, single-period course with Cooperative OfficeEducation (COE) or a double-period course without COE. Units of instruction includefinancial records, records management, mail processing, oral and written communica-tion, information/word processing, calculating machine operation, office procedures,human relations skills, and machine transcription, as well as keyboarding speed andaccuracy development.



1. Use the touch method on a 10-key pad to perform basic mathcomputations needed to com-plete financial documents.

2. Demonstrate use of specialfunction keys on calculator.

3. Verify amounts and totals onvaried business forms.



Data Processing

4. Identify data processing equipment.

5. Explain data processing pro-cedures,

Given access to a 10-key pad and informationnecessary to complete a variety of financialdocuments, perform the calculations with100% accuracy, using the touch method.

Given access to a 10-key calculator andproblems involving the percent key, constantkey, grand total function, and item count key,solve the problems with 100% accuracy.

Given access to a 10-key calculator and 15varied business forms, verify the extensionsand totals with 100% accuracy, using thetouch method.

Given information on data processing equip-ment, respond correctly to 80% of the itemson an objective test.

Given information on data processing pro-cedures, t espond correctly to 80% of the itemson an objective test.

1 g G

OSPII-2

OFFICE SPECIALIST II (continued)

COMPETENCIES

6. Sequence and define steps in adata processing cycle.

7. Use data-entry equipment.







Financial Records

11. Prepare customer monthly state-ments.

PERFORMANCE 0133ECTI:liS

Given information on the steps of a dataprocessing cycle, arrange the steps in se-quence and record a definition of each, withall steps sequenced correctly and defined with80% accuracy.

Given access to data-entry or simulatedequipment, enter data with speed and accu-racy acceptable for employment according toinstructor-provided guidelines.


Given access to a microcomputer, a printer, adatabase managemer.. program, and appropri-ate reference manuals, enter, retrieve, up-date, save, and print alphanumeric data usingcorrect operating procedures, with 100% accu-racy of content.


Given five completed accounts in the accountsreceivable ledger and five blank customermonthly statements, prepare statements fromthe ledger sheets, with all numeric and type-written information correct.

OSPII-3


COMPETENCIES

12. Process unpaid invoices withvarious trade and cash discounts.

13. Process unpaid invoices.


Mail Processing

15. Forward mail.

16. Classify mail.





1 R 8


Given five unpaid invoices with various gradeand cash discounts, compute the discounts asapplicable and the net amounts, with calcula-tions accurate for at least four of the fiveinvoices.

Given blank checks, prepare five voucherchecks for processed unpaid invoices, with allfive checks usable.


Give five pieces of mail, correctly forward themail when appropriate, with all items on aninstructor-provided checklist rated accept-able.

Given five pieces of mail, determine the mostappropriate classification for mailing eachpiece with 100% accuracy.

Given information regarding methods and pro-cedures for maintaining office equipment,change paper, ribbons, elements, of printwheels in appropriate machines, demonstratingthe proper functioning of the equipment afterthe changes.


Given information regarding methods and pro-cedures for cleaning and adjusting a photo-copier and access to equipment and supplies,clean and make minor adjustments to theequipment as directed, demonstrating the pro-per functioning of the equipment after thechanges.

OSPII-4


COMPETENCIES


21. Outline the procedures involvedin selecting and acquiring officeequipment, media., and supplies.

Office Experience

22. Demonstrate and synthesize pre-viously learned knowledge, skills,and attitudes to complete thetasks of a given position in- amodel office.

23. Sucessfully perform the tasksrequ!red of a part-time officeemployee.

Records Management

24. Prepare cross-reference s;leets.

25. Determine the appropriatefiling method for casesituations.

26. Retrieve documents or itemsof information from files.



Given instruction and information regardingthe selection and acquisition of office equip-ment, media, and supplies, outline or demon-strate with 100% accuracy the steps necessaryto prepare the requisition or order so that (1)the items requisitioned or ordered correspondto the requests and ;2) requisitions or ordersare accurate as to supplies, quality, salesprice, item description, and terms.

Given a simulated project or model officesimulation, perform the assigned tasks, dem-onstrating and synthesizing previously learnedknowledge, skills, and attitudes in an accept-able manner, with a satisfactory rating for80% of the items on an instructor-preparedchecklist.

Given a related part-time position, completeassigned tasks according to an individualizedtraining plan, with acceptable ratings on atleast 80% of the tasks.

Given five indexed' pieces of correspondencerequiring cross-referencing and cross-referencecards or sheet, cross-reference at least fourof the five pieces of correspondence correctly.

Given 20 pieces of correspondence and casesituations appropriate to four different filingsys'.ems (five situations for each system), de-ter mine the appropriate filing system for atleast 8096 of the situations.

Given five requests for retrieval of cor-respondence and files arranged for alphabetic,numeric, geographic, and subject systems, re-trieve at least four of the five requestedpieces of correspondence.

1 g 0

a

OSPII-5

OFFICE SPECIALIST II (continued?

COMPETENCIES

27. Charge out documents fromfiles.

Reprographics





Telecommunications

'3 * . Describe proper businesstelephone techniques.



Given five requests for retrieval of cor-respondence, retrieve the requested cor-respondence and correctly complete an outcard or a check-out form for at least four ofthe five requests.

(a) Given information on photocopying and adocument to be altered for p;iotocopying,alter, type, cut, paste, and copy the document,producing a photocopy that is usable.

(b) Given access to a microcomputer, desktoppublishing software systems, and appropriateinstruction, produce high quality printed mat-ter that meets acceptable business standardsfor one of the following items: report, compa-ny newsletter, brochure, manual, catalog, ordirectory.



Given information on proper business tele-phone techniques, answer questions on a writ-ten test with 90% accuracy.


170

OSPII-6 :


COMPETENCIES



34. Demonstrate cost-effectiveuse of resource materialsthrough efficient utilizationof supplies allocated in aclassroom.

35. Evaluate own work realistically.

36. Plan a budget based on net pay.

37. Prepare an individual incometax return.



39. Produce mailable documents fromunarranged copy, including let-ters, memoranda, manuscripts/reports, statistical/financial re-ports, agendas, minutes, press re-leases; messages, and announce-ments.



Given a set of supplies to be used in complet-ing, a simulation set, allocate and use suppliesin a cost-effective manner with minimumwaste, as demonstrated by not requiring addi-tional supplies and completing all assignments.

Given a task to be performed to specificstandards and a checklist for evaluation of thetask, evaluate personal 'work with student'sevaluation ratings matching those of the in-structor.

Given a paycheck, information on personalexpenses, and an appropriate budget per-centage scale, prepare a budget based on netpay with all information and calculations cor-rect.

Given a W-2 form, a 1040A form, necessaryinformation, and tax instructions, prepare anindividual income tax return with all informa-tion and calculations correct.

Given access to a keyboard and unpracticedcopy material of high syllabic intensity, dem-onstrate speed and accuracy by keyboardingfor five minutes at a speed of at least 50words per minute with no more than threeerrors. (NOTE: Civil Service minimum is 40words per minute with no more thar. threeerrors for five minutes. Number of errorsallowed increases as speed increases. Refer toCivil Service Handbook for further informa-tion.)

(a) Given access to keyboarding equipment andunarranged, high syllabic intensity copy ofletters, addresses, and memoranda, type theletters, memoranca, and envelope addresses,with each item judged mailable based oncorrect placement on the page, acceptablecorrections (not noticeable or a detractionfrom the letter), and correct punctuation.

OSPiI-7


COMPETENCIES

39. Produce mailable documents fromunarranged copy, including let-ters, memoranda, manuscripts/reports, statistical/financial re-ports, agendas, minutes, press re-leases, messages, ark] announce-ments.



42. Handle and care for storagemedia, organize disks, name adocument on disk, update a di-rectory, and develop backupsystems.


(b) Given access to keyboarding equipment andunarranged, high syllabic intensity copy ofmanuscripts and reports, including variousstyles of manuscripts and reports, agendas,minutes, press releases, and messages, typethe manuscripts/reports, with each item judg-ed mailable based on correct placement on thepage, acceptable corrections (not no1_,:eableor a detraction from the manuscript/report),and correct punctuation.



Given access to a keyboard, a transcribingmachine, and a tape or disk containing areport, minutes, or business correspondence,transcribe the documents using correct ma-chine t ontrols and meeting acceptable stan-dards, with each document judged mailablebased on correct placement on the page, ac-ceptable corrections (not noticeable or a de-traction from the correspondence/reports/minutes), and correct punctuation.


172

OSPII-8


COMPETENCIES

43. Use proper techniques to key in,retrieve, revise, spell check,and produce a document using aword processing system.

44. Perform format changes ott aword processing system, includ-ing line spacing, line alignment,typestyles, margin settings,page formats, headers, andfooters.



47. Complete a manuscript by usingthe following operations on amicroprocessor: (a) saving file;(b) retrieving fil-; (c) printing,using proper codes for under-score, boldface, subscripts,superscripts; (d) delete a backupfile; (e) rename file; (f) copyfile; (g) reformat entire file;(h) create a new file; (i) com-bine with original.


Given access to a microprocessor and guide-lines, produce business correspondence or re-ports by performing functions to key in, revise(using insertion, deletion, block, search, andreplace), spell check, and print. Documentswill be judged acceptable according to correctplacement on page, correct punctuation, lackof errors, am all revisions completed asdirected.

Given access to a microprocessor and assign-ments such as letters, memoranda, manu-scripts or reports that require two er moreformat changes, produce the documents bymaking change decisions that include line spa-cing, line alignment, type styles, line per inch,zone width adjustment, margin settings, tabsettings, page formats, and headers and foot-ers, with all documents complete and formatchanges made with 85% accuracy.

Given access to a microcomputer and a one-page table containing five columns with in-structions to print the 'document five timesrevising columns that have previously been setup, set up columns of numbers and/or text intabular format and print the document, movecolumns and print, delete columns and print,set up columnar headings that are centeredabove each column and print, and print thedocument with columns centered verticallyand horizontall" on a page, each documentjudged acceptable according to correct place-ment on t:It page and 100% accuracy of con-tent.



173

*

OSPII-9


COMPETENCIES



Given access to a microprocessor, threemedium-length letters to prepare, and threeaddresses, set up a form/shell document (ma-trix) and a document. with addresses, mergingand printing the merged documents as well asa separate address list, completing all docu-ments with 100% accuracy.

174

Course Code:


Prerequisites:

Course Description:

OFFICE SYSTEMS

6621

10, 11, 12


OS-1

Office Systems is a one-year, single- period course with emphasis on the developmentof word processing applications and office procedures skills. Additional units ofinstruction include operation of various office equipment, oral and written communi-cations, records and database management, recordkeeping, human relations, informa-tion processing, and office careers orientation. Eleventh- and twelfth-grade studentstaking this course may participate in Cooperative Office Education.


Calculating Machines andComputational Skills

1. Perform basic math functionsusing whsle numbers and deci-mals on an electronic calcu-lator.

2. Perform decimal placement andcompute percentages on anelectronic calculator.



Employability Skills and Leader-.ship Development

Include all competencies fromAppendix B fcr instruction inemployability skills and leader-ship development.

Mail Processing

3. Prepare envelopes for mailing.

Given access to an electronic calculator andseveral problems calling for basic math func-tions using whole numbers and decimals, com-pute the answers, using the touch method,with 100% accuracy.

Given access to an electronic calculator andseveral problems involving decimal placementand related percentages, compute the answersand determine the decimal placement with100% accuracy.

Given materials, supplies, and ten letters to beprepared for mailing, verify addresses (includ-ing zip codes), type the addresses on theenvelopes/labels, check for enclosures, fold,properly insert into appropriate envelopes,seal, and determine postage with 100% accu-racy.

1 75

OS-2

OFFICE SYSTEMS (continued)

COMPETENCIES

4. Process incoming and outgoingmail.

5. Select appropriate methods andservices for mailing items thatrequire special attention.

Office Equipment, Media, andSupplies


7. Clean keys, elements, or printwheels, and remove dust andother particles on appropriateequipment.


9. Identify the necessity forplacing service calls for officeequipment.

10. Outline the procedures involvedin ordering, distributing, andcontrolling office supplies.

Receptionist Duties

11. Demonstrate how to meet/register/screen office callers,give appropriate information,route within the organization,and take messages.


Given a simulated packet of 10 pieces ofincoming mail and 10 pieces of outgoing mail,sort, open, date, stamp, distribute, and use themail machine to process the items with 95%accuracy.

Given information on special mailing methodsand five pieces of mail that require specialattention, select appropr:- ..e mailing methodsand services with 100% accuracy.

Given information regarding methods and pro-cedures for maintaining office equipment,change paper, ribbons, and elements or printwheels in appropriate machines, demonstratingthe proper functioning of the equipment afterthe changes.

Given information regarding methods and pro-cedures for maintaining office equipment,clean keys, elements, or print wheels, andremove dust and other particles in appropriatemachines, demonstrating the proper function-ing of the equipment after the changes.

Given access to a photocopier and supplies,clean and make minor adjustments as directed,demonstrating the proper functioning of theequipment after the changes.

Given a list of equipment and the mason eachitem is not functioning properly, determinethose items that require service calls with90% accuracy.

Given instruction and information regardingordering, distributing, and controlling (labelingand storing) office supplies, outline the pro-cedures involved in ordering, distributing, andcontrolling the supplies,' listing all the majorconsiderations with 90% accuracy.

Given information on handling office callersand a situation involving callers in the office,demonstrate how to register and screen call-ers, give appropriate information, route call-ers, and take messages, with all items on aninstructor-prepared checklist rated accept-able. 176

OS-3


COMPETENCIES

12. Demonstrate the proper pro-cedures for introducing officeguests or callers.

13. Plan and schedule an execu-tive's trip, including preparingthe itinerary and makingnecessary travel arrangements.

14. Prepare a business expensestatement.

Records Management

15. File documents alphabetically,numerically, geographically, andby subject.

16. Retrieve requested documentsfrom files.

17. Prepare cross-reference sheetsfor selected documents.


Given information on proper procedures androle-play situations involving guests and call-ers in the office, demonstrate the proper pro-cedures for introducing office guests or cal-lers, including those with appointments, thosewithout appointments, and irate individuals,with all items on an instructor-preparedcheckklist rated acceptable.

Given information on planning and schedulingbusiness travel and a simulated business trip,plan and schedule the trip with 100% accu-racy, including all pf the following componentsin the plan: (a) backtracking and long layoversare avoided; (b) sufficient time is allowed forengagements; (c) meal times are planned; (d)employer's preferences are considered in trav-el arrangements; (e) transportation and lodgingreservations are made and confirmed; (f)meetings are scheduled when and where appro-priate; and (g) written copies of the itineraryare prepared and distributed to employer andoffice.

Given information on business expense state-ments, receipts, and other information rele-vant to the employer's business trip, prepare abusiness expense statement with 100% accu-racy.

Given 20 documents to be filed alphabetically,20 to be filed numerically, 20 to be filedgeographically, and 20 to be filed by subject,file the documents in the individual folderswith no more than five documents misfiled.

Given five requests for retrieval of corre-spondence and files arranged for alphabetic,numeric, geographic, and subject systems, re-trieve at least four of the five requestedpieces of correspondence.

Given information on cross-referencing, 11,-eindexed pieces of correspondence requiringcross-referencing, and cross-reference cardsor sheets, cross-reference the correspondencewith at least three of the five pikes ofcorrespondence cross-referenced correctly.

177

OS-4


COMPETENCIES

18. Identify uses of filing eqiment and materials, meC.J.storage and retrieval, pro-cedures for maiutaining/dis-posing of records, and the use ofmicrographics, microforms,microfiche, ultrafiche, andelectro.lic filing systems.

19. Index, code, sort, and filedocuments using alphabeticand chronological rules.

Reprographics

20. Prepare camera-ready copy forduplication.

Telecommunications

21. Answer calls, using properbusiness telephone techniques.

22. Demonstrate (or outline) theprocedure for transferring anincoming telephone call.


Given information covering the uses of filingmaterials and equipment (folders, vertical,lateral, labels, guides, rotary); mechanicalstorage and retrieval; procedures for main-taining/disposing of records; follow-up sys-tems; and the use of micrographics, micro-forms, microfiche, ultrafiche, and electronicfiling systems, identify the uses of each byanswering instructor-provided questions with90% accuracy.

Given 25 documents, a file (or simulated file)with the guides and folders set up for alpha-betic filing, and instruction to apply the basicalphabetic and chronological rules, index,code, sort, and file the documents with 23 of25 pieces filed correctly.

Given a document to be altered for photocopy-ing, alter, type, cut, paste, and copy thedocument producing a photocopy that is usa-ble.

Given information on telephone techniques anda simulated telephone situation involving anincoming call, respond to the call meeting thefollowing criteria: (a) answering within tworings; (b) identifying the organization or firmby name; (c) identifying self by name; (d) usingproper telephone voice and rules of courtesyas instructed by text or instructor, all itemson an instructor-provided. checklist ratedacceptable.

Given information on telephone proceduresand a simulated telephone situation involvingan incoming call that must be transferred,respond to the call meeting the followingcriteria: (a) through (d) above in competency#21; (e) explaining the need for transfer; (f)gi%ing the name/department/number to whichthe call is being transferred; and (g) trans-ferring the call, with all items on an instruc-tor-provided checklist rated acceptable,

OS-5


COMPETENCIES

23. Outline the procedure forscreening incoming calls.

24. Place simulated local and long-distance calls using the direc-tory when.necessary.

25. Record telephone me:sages.

26. Outline the procedure forarranging a conference call.

Word Processing


28. Produce mailable documentsfrom unarranged copy, includ-ing letters, memoranda, manu-scripts/reports, statistical/financial reports, agenda.,,minutes, press release?messages, and announcements.


Given a simulated incoming call and guidelinesregarding the screening of calls, verbally out-line the procedure for screening an incomingcall with all items on an instructor-providedchecklist rated acceptable.

Given a list of calls to be ?laced and necessarytelephone directories, demonstrate (or list) thecorrect procedures for placing local and long-distance with all items on an instructor-provided checklist rated acceptable.

Given a simulated telephone conversation,record the message (either handwritten ortypewritten), with 100% accuracy, includingthe following information: (a) caller'sname/title; (b) date of call; (c) time of call; (d)message; (e) caller's number; (f) name of per-son taking message/call.

Given information on conference calls and aconference call situation, outline the pro-cedure for arranging the conference call, withcomplete accuracy according to ..he require-ments of the local telephone company.

Given access to a keyboard and unpracticedcopy material of average to high syllabic in-tensity, demonstrate speed and accuracy bykeyboarding for five minutes at a speed of atleast 40 words per minute with no more than 3errors. (NOTE: Civil Service minimum is 40words per minute with three errors for fiveminutes. Number of errors allowed increasesas sreed increases. Refer to Civil ServiceHandbook for further information.)

(a) Given access to keyboarding equipment andunarranged, average syllabic intensity copy ofletters, addresses, and memoranda, type theletters, memoranda, and envelope addresses,with each item judged mailable based on cor-rect placement on the page, acceptable cor-rections (not noticeable or a detraction fromthe letter), and correct punctuation.

1 7 D

1

OS-6


COMPETENCIES

28. Produce mailable documentsfrom unarranged copy, includ-ing letters, memoranda, manu-scripts/reports, statistical/financial reports, agendas,minutes, press releases,messages, and announcements(continued).


30. Detect and correct all typo-graphical and spelling errors onall documents typed.

31. Identify the parts of a transcrib-ing machine and demonstratetheir uses.



(b) Given access to keyboarding equipment andunarranged, average syllabic intensity copy ofmanuscripts/reports, including various stylesof manuscripts and reports, agendas, minutes,press releases, and messages, keyboard theman::sci ipts/reports with each item judgedmailable based on correct placement on thepage, acceptable corrections (not noticeableor a detraction from the manuscript/report),and correct punctuation.

(c) Given access to keyboarding equipment andunarranged, average syllabic intensity copy forannouncements and one-to five-column tabula-tions including main, secondary, and columnarheadings, center the announcements and tabu-lations in reading position, exact center posi-tion on full-and half-sheet paper and on unusu-al size paper, with 95% accuracy of placementand 100% accuracy in content.

Given access to keyboarding equipment andblank forms for invokes, purchase requisi-tions, telegrams, and/or telephone messages,type the forms with 95% accuracy in place-ment and 100% accuracy in content.



Given examples of business applications anddemonstrations of how they are used, includingdocunent management and control, record-keeping, data processing, introduction to pro-gramming, mailing labels, and spreadsheets,demonstrate familiarity with programs otherthan word processing by giving a brief descrip-tion of how each is used in the office with 95%accuracy.

rTh

1. U

OS-7


COMPETENCIES



35. Describe hov, information isshared between terminals whenword processing is executed ona network.

36. Describe all of the functionsavailable on a word processingsystem.



Given information on terms and functionscommon to computer operation, care, diskhandling, peripheral operation, and access tothe operating system, identify and describe allterms orally or in writing with 8596 accuracy.

Given information on the types and use ofword processing hardware and software, definethe terms (orally or in writing) and describethe use and care of each element, includingequipment hardware, equipment software, andperipherals with 5% accuracy.

Given a description of a business setting whereword processing is 'executed on a network,describe how information is shared betweenterminals with 85% accuracy.

Given access to a familiar microprocessor,describe (orally or in writing) with 100% accu-racy all of the functions available on thesystem, including the following: (a) how to usethe function keys c: command keys on thesystem; (b) what function each key performs;(c) how to use the code or alternate key andhow it affects the keyboard; (d) how to use theinsert/replace keys; (e) how to ,tend a docu-ment to the printer; (h) how to create a list ofthe default settings for the system; (0 how todarken o" lighten the screen display; (j) how todetermine which drive handles the programdiskettes and which drive handles the datadiskettes, and (k) how to access the systemand record and edit.

181

Given access to a microcomputer and _inassignment to key in, store, retrieve, revise(using insertion and deletion functions), andprint business correspondence and/or reports,perform the functions necessary to producethe documents, with each document judgedmailable based on correct placement on thepage, correct punctuation, all errors cor-rected, and all revisions completed as direct-ed,

R-1

RECORDKEEPING

Course Code: 6330

Suggested Grade Level: 10, 11, 12

Prerequisites: None

Course Description:

Recordkeeping is a single-period, one-year course. Business recordkeeping skills aredeveloped so th-t accurate financial records can be kept. Topics include sales andaccounts receivable, purchases and accounts payable, inventory, handling cash, payroll,and banking records. Students are introduced to double-entry accounting procedures.

COMPETENCIES

Accounting Fundamentals

1. Use accounting terms as theyoccur in written work.

2. Record transactions in T-accounts and prove balancesof the accounts.

3. Journalize an opening entry.

7

4. Journalize transactions.


Given a list of accounting terms and theirdefinitions, use _.1, e terms in their propercontext in completing three assignments se-lected by the instructor, with no more thanthree misuses of the terms in the three assign-ments.

Given the source documents for 10 businesstransactions, record transactions in the T-accounts and prove the balances of the ac-counts, with all numerical :nformation andcalculations 100% accurate.

C-iven a balance sheet listing assets, liabilities,the owner's equity amounts, and a gene! aljournal, journalize an opening entry, with allnumerical information 100% accurate.

Given a general journal and the source docu-ments for 10 business tramactions, journalizethe entries for each transaction, with all nu-merical information 100% accurate.

5. Open accounts and post journal Given a chart of accounts, general ledgerentries to the ac-:ounts. account forms, and a genelal journal contain-

ing 10 entries, open the accounts and post thejournal entries to the proper accounts, a!1accounts correctly opened and all numericalinformation 100% accurate,

6. Prepare a trial balance.

182

Given a general ledger with postings andpencil footings completed and a two-columnstatement form, prepare a trial balance withthe debit and credit totals in balance and withall numerical information and calculations100% accurate.

R-2

RECORDKEEPING (continued)

COMPETENCIES

Business Records

7. Fcepare sales slips.

$. Prepare receipts.

9. Select exact coins and billsto be given in change and countchange orally.

10. Prepare purchase orders.

11. Prepare invoices.

12. Transfer information to custo-mer and creditor accounts andcompute balances.

13. Maintain petty cash funds.

14. Compute gross earnings foremployees.

15. Compute net pay amounts.


Given two sales slips and information for twosales transactions, complete each sales slipLegibly and with all numerical information100% accurate.

Given two receipts and information for twotransactions, one paid by cash and one bycheck, complete the receipts legibly, with allnumerical information 100% accurate.

Given the amount of two sales and the amountof cash received for each, select the exactcoins and bills to be given in change and countthe change orally, with calculations and count-ing procedures 100% accurate.

Given source documents for the preparation oftwo purchase orders, prepare the purchaseorders, with all applicable information appro-priately entered and all numerical calculations100% accurate.

Given source documents for the preparation oftwo invoices, prepare the invoices, with allappixable information appropriately eigreredand all numerical calculations 100% accurate.

Given the source documents for five businesstransactions involving purchases on account orsales on account, transfer information directlyto the customer or creditor accounts and com-pute balances, with four of the five postingsaccurately completed.

Given a simulated petty cash fund, five pettycash transactions, vouchers, and a petty cashjournal, prepare vouchers, record petty cashtransactions, and write a check to replenishthe fund, with all numerical information 100%accurate.

Given time cards, rate pay, and companypolicy for computing hot compute gross payfor five employees, ¢h all nurne-icalcomputations 100% accurate.

Given five time cards with gross pay amountsrecorded, withholding exemption information,and withholding tax tables, compute net payamounts, with all numerical computations100% accurate.

1n3

R-3


COMPETENCIES

16. CoMplete weekly payroll in apayroll register.

17. Transfer employee informationfrom payroll register to indi-vidual earnings records.

18. Prepare payroll checks frompayroll records.

19. Describe how a payroll is pro-cessed by computer.

20. File documents alphabeticallyand chronologically.



Personal Records

21. Compute interest charges forvarious credit situations.

22. Select the best credit sourcein relation to cost of credit.


Given time cards containing gross pay, deduc-tions, net pay for five employees, and a week-ly payroll register, complete and verify theregister, with all mathematical computations100% accurate.

Given five blank employee earnings recordsand a completed payroll register, transfer pay-roll register information to employee earningsrecords, with all numerical information andcalculations 100% accurate.

Given a completed payroll register for fiveemployees and five payroll voucher checks,prepare the checks, with all numerical infor-mation 100% accurate.

Given a situation in which a payroll is to beprocessed by computer, describe the processby charting the steps of the process in correctsequence.

Given 10 documents to be filed in existingfiles, file the documents alphabetically andchronologically within indivi:!..ial folders, withno more than two documents misfiled.

1

Given various problems and interest rates andterms for credit card borrowing, installmentloans, and personal loans, compute the interestfor each, with 100% accuracy on all numericalcomputations.

Given the interest rates, terms, and othercharges ft.- money borrowed from a bank,credit union, loan company, or through a cred-it card, select the best credit source forspecific loans on a new automDbile, on furni-ture, aid for cor,solidating other loans, withall numerical computations '00% accurate.

194

R-4


COMPETENCIES

23. Complete check stubs andchecks.

24. Endorse checks.

25. Prepare deposit slips for achecking account.

26. Prepare a bank reconciliationfor a checking account.

27. Complete deposit and with-drawal slips for a savingsaccount.

28. Compute sales tax amounts.

29. Prepare a form 1040A federaltax return.


Given five check stubs and checks and fivebills to be paid, write the checks legibly andcomplete the stubs, with all numerical infor-mation 100% accurate.

Given five sample checks and details on typesof endorsement (blank, full, or restrictive),choose the correct type of endorsement andendorse each check accordingly, with 10096accuracy.

Given three deposit slips and checks, currency,and coins for each deposit, complete thedeposit slips legibly, with all numericalinformation 100% accurate.

Given a bank statement for a one-monthperiod; a check register or check stubs withone addition, one subtraction, and one transpo-sition error; and cancelled checks, reconcilethe bank statement, with all numerical compu-tations 10096 accurate.

Given two deposit and two withdrawal slips; asavings account passbook; checks, currency,and coins to be deposited; and two amounts tobe withdrawn, compiote the deposit and with-drawal slips, with all numerical information100% accurate.

Given a tax table or sale; tax percentage,compute the sales tax for five sales transac-tions, two under $1.00, two for an amountbetween $1.00 and $200.00, and one for anamount over $200.00, with all calculations100% accurate.

Given a form 1040A federal tax return andinformation for an individual, including W-2form, occupation, marital status, number ofexemptions, and amount of interest and divi-dend income, complete the return, with nu-merical information and calculations 100% ac-curate.

R-5


COMPETENCIES

RecordkeepinC Fundamentals

30. Use recordkeeping terms asthey occur in written work.

31. Record information legibly onpersonal records and businessdocuments.

32. Complete mathematical calcula-tions, including addition, sub-traction, multiplication, anddivision of whole numbers,decimals, and fractions.

33. Locate errors and use propertechniques to correct them onrecords.


Given a list of recordkeeping terms and theirdefinitions, use these terms in their propercontext in completing three assignments se-lected by the instructor, with no more thanthree misuses of the terms in the three assign-ments.

Given a checklist of requirements, completelegibly three selected assignments involvingthe completion of personal and business rec-ords, with entries judged acceptable accordingto the checklist.

Given 20 mathematical calculatic involvingaddition, subtraction, multiplication, and divi-sion of whole numbers, decimals, and frac-tions, complete the problems with at least80% accuracy.

Given source documents and accompanying re-cords, some of which contain errors, inspect,correct errors, and verify accuracy of thenumerical and written information on the rec-ords; with at le=st 90% of the errors cor-rected.

1 R 6

Course Code:


PretNuisites:

Course 1>scription:

SECRETARIAL ADMINISTRATION I

6250

11

Keyboarding

SAI-1

Secretarial Administration I is a one-year, double-period cc' -e. Major emphasis isplaced in using a shorthand system and developing trans( skills. Students aretaught touch operation of calculating equipment and at. -kiced to other equip-ment used in business offices. Document preparation, oh ocedures, recordkeep-ing, stenography, communications, beginning computer applich,dons, and employabilityskills are included in the course.



1. Compute on a 10-key calculator. Given access to a 10-key machine and 10problems, each problem consisting of a seriesof addition, subtraction, multiplication, anddivision computations, solve at least eight ofthe 10 problems correctly, using the touchmethod.

2. Complete business problems/forms.





Financial Records

3. Identify types of financialrecords.

Given access to a 10-key machine and businessproblems, compute discounts, markups, salestax, commissions, interest, and extensions,with 80% accuracy.

Given definitions and a list of different finan-cial records, match each record with its defi-nition with 80% accuracy.

1R '-i

SAI-2

SECRETARIAL ADMINISTRATION I (continued)

COMPETENCIES

4. Complete check records andchecks accurately.

5. Endorse checks appropriately.

6. Prepare legible and accuratedeposit slips.

7. Prepare a simple bankreconciliation.

Mail Processing


9. Determine appropriate classi-fications for mail.

10. Identify special mail services.



Given a blank check and stub and data pertain-ing to the check (check number, date paid,name of person to whom the check is issued,amount of check, name of person issuing thecheck), prepare the check and stub legibly andaccurately.

Given five completed checks and an assign-ment to endorse the checks using a variety ofendorsements, appropriately endorse thechecks with 100% accuracy.

Given a checkbook, a blank deposit slip, and alist of items for deposit including 1.wo checks,coins, and currency, complete the deposit slipand adjust the checkbook legibly and accurate-ly.

Given name of company, date, checkbook bal-ance, bank balance, outstanding checks, bankservice charge, and deposits in transit, preparea bank reconciliation with agreeing balances.

Given pieces of incoming mail, including somemail marked "confidential" or "personal" and adate stamp, open, stamp, underline and anno-tate, sort, distribute, and forward mail, withall items on an instructor-provided checklistrated acceptable.

Given a iist of five classes and five descrip-tions of mail, match at least four of the five.

Given a list of special mail services anddescriptions, match at least 80% of the itemson the list with the descriptions.

Given 10 items to mail, correctly prepare formailing by verifying addresses, including zipcodes, checking for enclosures, folding, pro-perly inserting into envelopes, sealing, anddetermining correct postage, with 100% accu-racy.

COMPETENCIES



Maintenance and Care ofEquipment

12. Change paper, ribbons, andeleffients or print wheels onappropriate equipment.


Office Experience

14. Demonstrate and synthesize pre-viously learned knowledge, skills,and attitudes to complete thetasks of a given position in amodel office.


Records Management

16. Identify types of filing suppliesand filing equipment.

17. Identify alphabetic filing rules.


SAI-3

Given' information regarding methods and pro-cedures for maintaining office equipment,change paper, ribbons, elements, or printwheels in appropriate machines, demonstratingthe proper functioning of the equipment afterthe changes.

Given information regarding methods andprocedures for maintaining office equipment,clean keys, elements, or print wheels andremove dust and other particles fromappropriate machines, demonstrating theproper functioning of the equipment after thechanges.

Given a simulated project or model officesimulation, perform the assigned tasks, dem-onstrating and synthesizing previously learnedknowledge, skills, and attitudes in an accept-able manner, with an acceptable rating for80% of the items on an instructor-providedchecklist.

Given a simulated related part-time positionin a model office, complete assigned tasksaccording to an individualized training plan,with acceptable ratings on at least 8096 of thetasks.

Given 10 terms and 10 definitions relating tofiling supplies and equipment, correctly matcheight of the 10 definitions with terms.

Given information on alphabetic filing rules,respond correctly to 90% of the items on anobjective test.

Given 20 pieces of correspondence, a file withguides, and folders arranged for alphabeticfiling, index, code, sort, and file at least 16 ofthe 20 pieces correctly.

SAI-4

COMPETENCIES



19. Retrieve documents.

Reprographics

20. Select the best copying/duplicating method to use.

21. Identify definitions of repro-graphic terms.

22. Prepare acceptable copy forduplicating by the photocopyprocess.

Shorthand and Transcription

Include all competencies fromShorthand and Transcription skillarea of Shorthand (6211) CourseCompetencies and PerformanceObjectives.

Telecommunications

23. Identify telephone services andtypes of calls.

24. Answer routine calls and routeto proper party, give non-.

confidential information, andtake clear messages.

25. Place simulated routine localand long distance calls, usingdirectory as necessary.

Given five requests for retrieval of corres-pondence, retrieve the requested correspond-ence and correctly complete an out card orcheck-out form for at least four of the liverequests.

Given written material that requirescopy/duplicating services in an office, choosethe best copying/duplicating method to use,with 80% accuracy according to instructor-provided guidelines.

Given a list of terms use 1 in reprographics anda list of definitions, match the terms with thedefinitions with 80% accuracy.

Given information on copy preparation and adocument to be altered, type, cut, paste, andprepare a photocopy that is usable accordingto instructor-provided guidelines.

Given a list of terms for 10 telephone servicesand types of calls and a description of 10services and calls, match the terms ;pith thedescriptions with 80% accuracy.

Given a telephone or Business Trainer andseveral situations involving an incoming localcall, answer the telephone, route the call, giveinformation, and take messages, with all itemson an instructor-prepared checklist rated ac-ceptable.

Given a telephone or Business Trainer andsituations involving an outgoing local and longdistance call, place the telephone call, with allitems on an instructor-provided checklistrated acceptable.

SAI-5


COMPETENCIES

26. Perform routine receptionistactivities for given situations.

27. Maintain records relating tooffice visitors.



29. Demon:trate cost-effective useof resource materials throughefficient utilization of sup-plies allocated in a classroom.

Word Processing

30. Keyboard straight copy at aminimum rate and with an errortolerance acceptable for em-ployment.


32. Keyboard addresses on enve-lopes with all errors neatlycorrected.

S


Given a role-playing situation requiring thegreeting of visitors in a business office anddirecting them to other locations, greet thevisitors and give them appropriate directionsto other locations, with all items on an in-structor-provided checklist rated acceptable.

Given an appointment calendar and 10 employ-er appointments and cancellations, arrangeand record appointments, confirmations,and/or cancellations with eight out of 10 rec-ords correct.


Give', a set of supplies to be used incompleting a simulation set, allocate and usesupplies in a cost-effective manner with mini-mum waste, as demonstrated by not requiringadditional supplies and completing all assign-ments.

Given access to a keyboard and a five-minutetime limit, keyboard straight copy at a speedof at least 40 words per minute with no morethan three errors.

(Note: Civil Service minimum is 40 words perminute with. three errors for five minutes.Number of errors allowed increases as speedincreases. Refer to Civil Service Handbookfor further information.)

Given correction media such as erasers, fluid,tape, and access to self-correcting typewrit-ers, use various correction media to correcttyped material, with corrections acceptableaccording to instructor-provided specifica-tions.

Given access to a keyboard, 10 addresses, 10envelopes, and instructions on the format,keyboard addresses on all of the envelopes inmailable form within 10 minutes.

9.i

SAI-6


COMPETENCIES

33. Keyboard mailing labels andfile folder labels.

34. Produce mailable documentsfrom unarranged copy, includ-ing letters, memoranda, manu-scripts/reports, statistical/financial reports, agendas,minutes, press releases,messages, and announcements.


36. Detect and correct all typo-graphical and spelling errors onall documents typed,

37. IdeAtify the parts of a transcrib-ing machin. and demonstratetheir uses:.


Given access to a keyboard, five mailing labelsor file folder labels, and format instructions,typewrite the labels in correct format within10 minutes, with all errors neatly corrected.

(a) Given access to keyboarding equipment andunarranged, average syllabic intensity copy ofletters, addresses, and memoranda, type theletters, memoranda, and envelope addresses,with each item judged mailable based on cor-rect placement on the page, acceptable cor-rections (not noticeable or a detraction fromthe letter), and correct punctuation.

(b) Given access to keyboarding equipment andunarranged, average syllabic intensity copy ofmanuscripts/reports, including various stylesof manuscripts and reports, agendas, minutes,press releases, and messages, keyboard themanuscripts/reports with each item judgedmailable based on correct placement on thepage, acceptable corrections (not noticeableor a detraction from the manuscript/report),and correct punctuation.

(c) Given access to keyboarding equipment andunarranged, average syllabic intensity copy forannouncements and one-to five-column tabula-tions including main, secondary, and columnarheadings, center the announcements and tabu-lations in reading position, exact center posi-tion on full-and half-sheet paper and on unusu-al size paper, with 95% accuracy of placementand 100% accuracy in content..

Given access to keyboarding equipment andblank forms for invoices, purchase requisi-tions, telegrams, and/or telephone messages,type the forms with 95% accuracy in place-ment and 100% accuracy in content.



1q2

SAI -7


COMPETENCIES




41. Describe how information isshared between terminals whenword processing is executed ona network.

42. Describe all of the functicnsavailable on a word processingsystem.

PERFORMANCE OB3ECTIVES

Given examples of business applications anddemonstrations of how they are used, includingdocument management and control, record-keeping, data processing, introduction to pro-gramming, mailing labels, and spreadsheets,demonstrate familiarity with programs otherthan word processing by giving a brief descrip-tion of how each is used in the office with 95%accuracy.

Given information on terms and functionscommon to computer operation, care, diskhandling, peripheral operation, and access tothe operating system, identify and describe allterms orally or in writing with 85% accuracy.

Given information on the types and use ofword processing hardware and software, definethe terms (orally or in writing) and describethe use and care of each element, includingequipment hardware, equipment software, andperipherals with 85% accuracy.

Given a description of a business setting whereword processing is executed on a network,describe how information is shared betweenterminals with 8596 accuracy.

Given access to a familiar microprocessor,describe (orally or in writing) with 10096 accu-racy all of the functions available on thesystem, including the following: (a) how to usethe function keys or command keys on thesystem; (b) what function each key performs;(c) how to use the code or alternate key .andhow it affects the keyboard; (d) how to use theinsert/replace keys; (e) _how to send a docu-ment to the printer; (h) how to create a list ofthe default settings for the system; (i) how todarken or lighten the screen display; (j) how todetermine which drive handles the programdiskettes and which drive handles the datadiskettes, and (k) how to access the systemand record and edit.

1 Cr)A.% 0

SAI-8


COMPETENCIES



Given access to a microcomputer and anassignment to key in, store, retrieve, revise(using insertion and deletion functions), andprint business correspondence and/or reports,perform the functions necessary to producethe documents, with each document judgedmailable based on correct placement on thepage, correct punctuation, all errors cor-rected, and all revisions completed as direct-ed.

0

Course Code:


Prerequisites:

Course Description:

SECRETARIAL ADMINISTRATION II

6260

12


SAII-1

Secretarial Administration H is a one-year, double-period course with primary empha-sis on refining stenographic skills developed in Secretarial Administration I. Units ofinstruction include financial records, records management, mail processing, oral andwritten communication, information/word processing, calculating machine operation,office procedures, human relations skills, and machine transcription, as well askeyboarding and shorthand speed and accuracy development.


Calculating Machines-FinancialRecords

1. Compute on 10-key calculatingequipment at a minimum rateand with an error toleranceacceptable for employment.

2. Verify amounts and totals onbusiness forms.

3. Prepare complete payroll forfive employees.

4. Prepare petty cash records.




Given access to a 10-key calculator and 20problems dealing with addition, subtraction,multiplication, and division, compute the an-swers to the problems with 90% accuracy.

Given access to a 10-key calculator and 15varied business forms, verify the extensionsand totals with 10096 accuracy.

Given access to a 10-key calculator, payrolldata for five employees, and necessary forms,prepare payroll register and paychecks with allcalculations 100% accurate.

Given petty cash vouchers and a petty cashjournal, record the transactions and replenishthe petty cash fund, with all items recordedaccurately and the fund in balance


1 95(

SAII-2

SECRETARIAL ADMINISTRATION II (continued)

COMPETENCIES

Data Processing

6. Identify equipment and pro-cedures used in data processing.

7. Sequence and define steps in adata processing cycle.







Mail Processing

11. Forward mail.


Given information on data processing systems,equipment, and sources of data, identify dataprocessing equipment and procedures by re-sponding correctly to 80% of the items on anobjective test.

Given information on the steps of a dataprocessing cycle, arrange the steps in se-;quence and record a definition for each, withall steps sequenced correctly and defined with80% accuracy.


Given access to a microcomputer, a printer, adatabase management program, and appropri-ate reference manuals, enter, retrieve, up-date, save, and print alphanumeric data usingcorrect operating procedures, with 100% accu-racy of content.


Given five pieces of mail, correctly forwardthe mail, when appropriate, with all items onan instructor-provided checklist rated accept-able.

SAII-3


COMPETENCIES

12. Classify mail.

Maintenance and Care ofOffice Equipment





17. Outline the procedures involvedin selecting and acquiring officeequipment, media, and supplies.


Given information on classes of mail and fivepieces of mail, determine most appropriateclassification for mailing with 100% accuracyaccording to instructor-provided guidelines.

Given information regarding methods and pro-cedures for maintaining office equipment,change paper, ribbons, elements, or printwheels in appropriate machines, demonstratingthe proper functioning of the equipment ,afterthe changes.


Given information regarding methods and pro-cedures for cleaning and adjusting a photo-copier and access to equipment and supplies,clean and make minor adjustments to theequipment as directed, demonstrating the pro-per functioning of the equipment after thechanges.


Given instruction and information regardingthe selection and acquisition of office equip-ment, media, and supplies, outline or demon-strate with 100% accuracy the steps necessaryto prepare the requisition or order so that (1)the items requisitioned or ordered correspondto the requests and (2) requisitions or ordersare accurate as to supplies, quality, salesprice, item description, and terms.

19

SAII-4


COMPETENCIES

Office ExperienCe

18. Demonstrate and synthesizepreviously learned knowledge,skills, and attitudes to completethe tasks of a given position ina model office.


Records Management

20. File documents geographically.


22. File documents by subject.

23. Prepare cross-reference sheets.

24. Determine the appropriate fil-ing method for case situations.

25. Retrieve documents or itemsof information from files.


Given a simulated project or model officesimulation, perform the assigned tasks, dem-onstrating and synthesizing previously learnedknowledge, skills, and attitudes in an accept-able manner, with 80% of the items on aninstructor-provided checklist rated accept-able.

Given a simulated or actual related part-timeposition, complete assigned tasks according toan individualized training plan, with accept-able ratings on at least 80% of the tasks.

Given 15 pieces, of correspondence, a file withguides, and folders arranged for geographicfiling, index, code, sort, and file at least 12 ofthe 15 pieces correctly:

Given 20 indexed pieces of correspondence, afile with guides, and folders arranged for nu-meric filing, code, sort, and-file at least 16 ofthe 20 pieces correctly.

Given 10 pieces of correspondence, a card fiiewith guides, and folders arranged for subjectfiling, index, code, sort, an.i file at least eightof the 10 pieces correctly.

Given five indexed pieces of correspondencerequiring cross-referencing and cross-reference,cards or sheets, cross-reference at least fourof the five pieces correctly.

Given 20 pieces of correspondence (five eachfrom. the four different filing systems), deter-mine the appropriate filing system for at least80% of the pieces.

Given five requests for retrieval of correspon-dence and files arranged for alphabetic, nu-meric, geographic, and subject systems, re-trieve at ieast four of the five requestedpieces of correspondence.

QC

SAII-5


COMPETENCIES

26. Charge out documents fromfiles.

27. Describe a tickler file.

Reprographics



29. Record and transcribe shorthanddictation into mailable copy.

30. R cord and transcribe officestyle dictation into mailablecopy.





Given five requests for retrieval of correspon-dence, retrieve the requested correspondenceand correctly . complete an out card or acheckout form for at least four of the fiverequests.

Given information on filing, state the correctdefinition of a tickler file with an appropriateexample on a written test.

(a) Given inform tion on photocopying and adocument to be altered for photocopying,alter, type, cut, ..aste, .1:,i copy the document,producing a photocopy that is usable.

(b) Given access to a microcomputer, desktoppublishing software systems, and appropriateinstruction, produce high quality printed mat-ter that meets acceptable business standardsfor one of the following items: report, compa-ny newsletter,. brochure, manual, catalog, ordirectory.

Given dictation of three letters of 125 wordseach dictated at 80 words' per minute, recordand transcribe the letters in mailable form,with a minimum of one letter transcribed inmailable form within 30 minutes. (This per-formance objective should be met twice.)

Given two letters of 125 words each in officestyle dictation, prepare mailable transcripts ofthe two letters within 45 minutes.


Given access to a microcomputer, an electro-nic spreadsheet program, instruction, and arpropriate reference materials, retrieve, up-date, save, and print data with 100% accuracy.

199

-.8A11-6


COMPETENCIES

Tele Communications

33. Answer and place calls properly.




36. Demonstrate cost-effectiveuse of resource materialsthrough-efficient utiliza-tion of supplies allocatedin a classroom.

37. Evaluate own work realistically.

38. Plan a budget based on net pay.

39. Prepare individual income taxreturn.


Given role-playing information for local andlong-distance calls, use correct telephonetechniques to answer and place calls, to routecalls to proper parties, to give and receiveinformation, and to give and take messages,using the directory when needed, with allitems on an instructor-provided checklistrated acceptable.

Given instruction in the concept of electronicmail and a message to be disseminated to fivepersons, demonstrate (or explain in the ab-sence of equipment) the use of the electronicmai: function, following guidelines of the in-structor with 100% accuracy and completingthe dissemination of the message.

Given an assigned work station and a checklistfor maintaining it, maintain an orderly workstation for 90% of the grading period, with allitems on a checklist rated acceptable.

Given a set of supplies to be used in complet-ing a simulation set, allocate and use suppliesin a cost-effective manner with minimumwaste, as shown by not requiring additionalsupplies and completing all assignments.

Given a task to be performed to specificstandards and a checklist for evaluation of thetask, evaluate personal work, with evaluationratings matching those of the instructor:-

Given a simulated paycheck, information onpersonal expenses, and an appropriate budgetpercentage scale, prepare a budget based onnet pay with all information and calculationscorrect.

Given a federal 1040 form, tax instructions,and necessary information, prepare an individ-ual tax return with all information and calcu-lations correct.

200

e

SAII-7


COMPETENCIES

Word Processing


41. Produce mailable documents fromunarranged copy, including let-ters, memoranda, manuscripts/reports, statistical/financial re-ports, agendas, minutes, press re-leases, messages, and announce-ments





(b) Given access to keyboarding equipment andunarranged, high syllabic intensity copy ofmanuscripts and reports, including variousstyles of manuscripts and reports, agendas,minutes, press releases, and messages, typethe manuscripts/reports, with each item judg-ed mailable based on correct placement on thepage, acceptable corrections (not noticeableor a detraction from the manuscript/report),and correct punctuation.

(c) Given access to keyboarding equipment andunarranged, high syllabic intensity copy ofmultiple-column tabulations, including main,secondary, and columnar .headings, center theannouncements and tabulations in reading po-sition, exact center position, including boxed-in format, on full-and half-sheet paper and onunusual size paper, with 95% accuracy ofplacement and 100% accuracy in content.


2

SAII-8


COMPETENCIES

43. Transcribe recorded dictationofbusiness correspondence,reports, and minutes.

44. Handle and care for storagemedia, organize disks, name adocument on disk, update a di-rectory, and develop backupsystems.

45. Use proper techniques to key in,retrieve, revise, spell check,and produce a documerit using aword processing system.

46. Perform format changes on aword processing system, includ-ing line spacing, line alignment,typestyles, margin settings,page formats, headers, andfooters.



Given access to a keyboard, a transcribingmachine, and a tape or disk containing areport, minutes, or business correspondence,tra nscribe the documents using correct ma-chine controls and meeting acceptable stan-dards, with each document judged mailablebased on correct placement on the page, ac-ceptable corrections (not noticeable or adetraction from the correspondence/reports/minutes), and correct punctuation.



Given access to a microprocessor and assign-ments such as letters, memoranda, manu-scripts or reports that require two or moreformat changes, produce the documents bymaking change decision that include line spa-cing, line alignment, type styles, line per inch,zone width adjustment, margin settings, tabsettings, page formats, and headers and foot-ers, with all documents complete and formatchanges made with 85% accuracy.

Given access to a microcomputer and a one-page table containing five columns with in-structions to print the document five timesrevising columns that have previously been setup, set up coltimns of numbers and/or text intabular format and print the document, movecolumns and print, delete columns and print,set up columnar headings that are centeredabove each column and print, and print thedocument with columns centered verticallyand horizontally on a page, each documentjudged acceptable according to correct place-ment on the page and 100% accuracy of con-tent.

.202

SAII-9


COMPETENCIES


49. Complete a manuscript by usingthe following operations on amicroprocessor: (a) saving file;(b) retrieving file; (c) printing,using proper codes for under-score, boldface, subscripts,superscripts; (d) delete a backupfile; (e) rename file; (f) copyfile; (g) reformat entire file;(h) create a new file; (i) com-bine with original.





Given access to a microprocessor, threemedium-length letters to prepare, and threeaddresses, set up a form/shell document (ma-trix) and a document with addresses, mergingand printing the merged documents as well asa separate address list, completing all docu-ments with 10096 accuracy.

203

Course Code:


Prerequisites:

Course Description:

SHORTHAND

6211

11, 12


S-1

Shorthand is a one-year, single-period course designed to develop the skill to recordinformation from dictation and to transcribe that information into mailable copy.Either an alphabetic and/or a symbol system may be used.

COMPETENCIES




Include all competencies fromAppendix B for instruction inemployability skills Sand leader-ship development.

Keyboarding

1.. Keyboard straight copy at aminimum rate and with an errortolerance acceptable for employ-ment.

2. Keyboard mailable businessletters and envelopes.

3. Keyboard mailable interofficememoranda.


Given access to a keyboard and a five-minutetime limit, keyboard straight copy at a speedof at least 40 words per minute with no morethan three errors.

(NOTE: Civil Service minimum is 40 wordsper minute with three errors for five minutes.Number of errors allowed increases as speedincreases. Refer to Civil Service Handbookfor further information.)

Given two unarranged copies of businessletters of approximately 100 words each, twoenvelopes, required supplies, reference ma-terials, access to a keyboard, and instructionsfor the format, keyboard two mailable letters,one with a carbon, and two envelopes within40 minutes.

Given rough-draft edited copies of two memo-randa, access to a keyboard, necessary sup.plies, and instructions on the format, keyboardthe memoranda in mailable form; one with acarbon, within 30 minutes.

204

S-2

SHORTHAND (continued)

COMPETENCIES

4. Keyboard addresses on enve-lopes with all errors neatlycorrectly.


S Identify, read, and write short--hand characters, outlines, andsymbols rapidly and accurately.

6. Write rapidly and accuratelyfrom familiar and unfamiliardictation material.

7. Apply pre-transcription skillsin preparing typewritten trans-cripts.

8. Transcribe fluently from short-hand notes.


Given 10 addresses, 10 envelopes, access to akeyboard, and instructions on the format,keyboard addresses on the envelopes, in mail-able form within 10 minutes.

(a) Given necessary instruction and 50 short-hand outlines, read at least 75% of the out-lines accurately within eight minutes.

(b) Given a familiar letter of at least 70 words(regular or brief form material), read theletter in five minutes with at least 75% accu-racy.

(c) Given 50 theory words, phrases, and briefforms, write 75% of the shorthand outlinescorrectly within 10 minutes.

(d) Given a previously written homeworkassignment, read a sentence or paragraphorally from the assignment within a given timewith at least 75% accuracy.

(e) Given dictation, read orally from writtenoutlines with at least 75% accuracy within aspecified time limit.

Given dictation of familiar and unfamiliarshorthand outlines, write the correct outlineswith 80% accuracy.

Given a business letter in which there areerrors in capitalization, numbers, abbrevia-tions, punctuation, and word division, circleeach error and then keyboard the letter witherrors corrected, with at least 80% of theerrors found and corrected.

(a) Given homework notes, transcribe a letterwith at least 75% accuracy within a giventime limit.

(b) Given notes from familiar dictation at 50words per minute, transcribe one average-length letter (150-160 words) in 20 minuteswith no more than seven errors (first semes-ter).

2 n5

S-3

SHORTHAND (continued)

COMPETENCIES

8. Transcribe fluently from short-hand notes (continued).



10. De ionstrate cost-effectiveuse if resource materialsthrough efficient utilizationof supplies allocated in a class-room.


(c) Given dictation from unfamiliar materialat a minimum of 60 words per minute forthree minutes, complete three typewrittentranscripts, each transcript completed within45 minutes with 95% accuracy.


Given a set of supplies to be used in complet-ing a simulation set, allocate and use suppliesin a cost-effective manner with minimumwaste, as demonstrated by not requiring addi-tional supplies and completing all assignments.

206

A-1

APPENDIX A

COMMUNICATION SKILLS

COMPETENCIES

1. Develop and maintain a vocabu-lary list.

2. Locate and verify information.

3. Interpret charts, graphs, sche-matics, illustrations, tables,and other visual aids.

4. Identify and summarize mainand subordinate ideas.

5. Compose and format a businessletter.

6. Proofread and edit documentsfor spelling, punctuation, capi-talization, word division,abbreviations, number usage,accuracy of content, and clarityof expression.

7. Develop an outline for a shortreport.


Given accurate definitions of newly-acquiredbusiness words, develop and maintain a per-sonal word list, adding at least five new wordseach week.

Given a writing assignment and access toreference materials, gather information .suit-able for the topic using a dictionary, thesau-rus, encyclopedia, and other resources andciting at least five references.

Given charts, graphs, schematics, illustrations,tables, and other visual aids; discussion rele-vant to a particular topic; and a worksheet,interpret the visual aids by answering ques-tions on the worksheet provided, with 85% ofthe responses accurate.

Given a newspaper or Magazine article of 500words or fewer, identify and summarize themain and subordinate ideas in the article ac-cording to predetermined guidelines.

Given access to equipment, letterhead station-ery, and a business letter writing situation,compose and format an appropriate businessletter that meets all standards for mailability.

Given sample documents containing variouserrors in spelling, punctuation, capitalization,word division, abbreviations, number usage,accuracy of content, and clarity of expression,proofread and edit to produce documents ofmailable quality.

Given access to references on a given topic,select, organize, and relate relevant informa-tion in a written outline that meets instructor-provided guidelines.

2 0 7

A-2

APPENDIX A

COMMUNICATION SKILLS (continued)


8. Make an oral presentation.

9. Participate in the exchangeof ideas within small andlarge groups.

10. Apply decision-making tech-niques to solve problems.

Given information on effective speaking and atopic, make a three-minute oral presentationbefore the class, demonstrating a controlledvoice, speaking correctly, expressing ideasclearly and concisely, and answering questionscoherently, all items on an-instructor-preparedchecklist rated acceptable.

Given a problem and assignment to a discus-sion group, participate in a 10-minute ex-change of ideas within the group, comparingthe results of the session with those of othergroups in the class and meeting, the standardsfor effective group dynamics, according to aninstructor-prepared checklist.

Given a list of the six steps useful in- makingdecisions-- (1) identify and define the problem;(2) perform required research, study; or analy-sis; (3) select three possible solutions; (4)choose what appears to be the best solution;(5) review the tentative decision to assure it isbest; and (6) prepare a defense for thedecision-:- and a problem, write or describeorally what takes place in each step complete-ly and accurately.

20c

APPENDIX B

EMPLOYABILITY SKILLS ANDLEADERSHIP DEVELOPMENT


1. Develop a career plan.

B-I

Given access to job information and to personsrepresenting local business, postsecondary ed-ucation, and military service, select an occu-pation and write a paper of two to threetypewritten pages that includes the followingcomponents: (1) Match work modes to theselected occupation; (2) Set career objectives;and (3) Identify job opportunities, educationalrequirements, and skills necessary for advance-ment in the selected occupation.

2. Develop a resume (personal Given an advertisement for a job of interest,data sheet) and a letter of complete a one-page resume and let ter ofapplication. application, following instructor-provided

guidelines for acceptable resumes and lettersof application.

3. Complete a job applicationform.

4. Demonstrate successful inter-fiew techniques.

5. Compose and produce an inter-view follow-up letter.

Given a job application form, prepare theapplication with 100% accuracy and in a man-ner that presents the applicant favorably.

Given an actual or simulated job interviewsituation, participate in an interview of atleast five minutes, meeting instructor-provided standards for, a successful interview.

Given a simulated interview for an advertisedjob, complete an acceptable interview follow-up letter that conforms to all standards ofmailability.

6. Identify and exhibit the attitudes (a) Given a checklist of at least 10 workand habits appropriate for work. attitudes for habits that employers value ke.g

accuracy, adaptability, punctuality, reliability,productivity, trustworthiness, orderliness,ability to follow directions, integrity, goodjudgment), check the "yes" or "no" column foreach entry on the list to assess personal traits,all items requiring a response.

2

(b) Given class discussion of attitudes andwork habits appropriate for work, exhibit theidentified attitudes and habits in class, will allitems on self- and instructor-maintained check-lists rated acceptable.

B-2

APPENDIX B

EMPLOYABILITY SKILLS ANDLEADERSHIP DEVELOPMENT (continued)

COMPETENCIES

7. Identify the personal traitsthat can affect human relations.

8. Exhibit good grooming andappropriate attire for work.

9. Maintain regular and promptattendance.

10. Determine priorities in com-pleting work.

11. Exhibit leadership skills -1-veloped through particip,in the activities of the FutureBusiness Leaders of America.


(a) Given a class discussion of personal traitsappropriate for work and an individual per-sonal checklist, exhibit those traits in class,all items rated acceptable on both self- andinstructor-maintained checklists.

(b) Given five case problems where an em-ployee is having a human relations problemwith another employee, a customer, or theemployer, read and analyze the cases andindicate orally or in writing the type of deci-sion the employee should make in each case tosolve the problem, with at least four casescorrectly solved.

Given a role-playing or actual office situationand the expected standards of dress andgrooming, dress appropriately and demonstratethe essentials of good grooming, all items onan instructor-prepared checklist rated accept-able.

Given a class schedule, arrive on time andattend class according to school regulations.

Given a description of required office activi-ties for a designated period of time, organizethe activities in order of importance and com-plete each task professionally, using properprocedures.

(a) Given a list of leadership qualities such asinitiative, imagination, independence, individ-uality, ability to motivate others, ability toinspire confidence, and delegation of responsi-bility, rate self on each quality using thefollowing scale: 5= very high; 4= high; 3=average; 2= low; 1= very low.

210

,

B-3

APPENDIX B

EMPLOYABILITY SKILLS ANDLEADERSHIP DEVELOPMENT (continued)

COMPETENCIES

11. Exhibit leadership skills de-veloped through participationin the activities of the FutureBusiness Leaders of America(continued).

of.


(b) Given an assigned task, demonstrate lead-ership by accepting responsibility, displaying apositive attitude toward work, showing pridein accomplishment of the task, and workingwith or without supervision, according to in-structor-provided guidelines.

NOTE: Suggested leadership activities can betaken from the FBLA Guide as fol-lows.

211

4.1-4.164.27-4.394.27-4.52

sob-seeking skillsHuman relations skillsLeadership training skills.

C-1

APPENDIX C

BUSINESS MATHEMATICS

Course Code: 6141

Suggested Grade Leyel: 9, 10, 11, 12

Prerequisites: None

Course Description:

Business Mathematics is a one-year, single-period course. It is the application of thefundamental computational processes to solve consumer and business problems. Thestudent reviews and applies fundamental computation skills, establishes habits ofneatness and accuracy in working with numeric data, and develops the ability toorganize and analyze numeric data. The instructional content includes computationalproblems dealing with retail credit, purchasing, payroll, budgets, banking, taxes,graphs, and transportation. The development of personal attitudes and work habits isalso a vital part of the course. Electronic calculators and microcomputers withsoftware should be integral equipment.

COMPETENCIES

Business Records

1. Complete a purchase invoice.

2. Complete a sales invoice.

3. Make change for sales trans-action.

4. Compute markup problems.

212


Given a purchase invoice in which the quantityand unit prices are known, complete the pur-chase invoice by computing the extensions,discounts, and net amounts and determiningthe due date of the invoice, with all answerscorrect.

Given a sales invoice in which the quantityprices, trade discount rate, and sales tax areknown, complete, the sales invoice by comput-ing unit prices, extensions, discounts, salestax, and totals with 100% accuracy.

Given a change sheet containing amount ofpurchase, amount given in payment, andchange due columns, make change by calculat-ing the least number of coins and bills to begiven in change, using the "counting-forward"method, with all answers correct.

Given information and problems concerningmarkup, (a) compute the amount of mark-upand selling price when the markup is based onthe cost; (b) compute the percent of markupbased on the cost; (c) compute the amount ofmarkup and cost when the markup is based onthe selling price; and (d) compute the percentof markup based on the selling price, with 80%of the problems computed correctly.

C-2

COMPETENCIES

APPENDIX C

BUSINESS MATHEMATICS (continued)


5. Compute markdown problems.

6. Prepare a cash-drawer countand proof-of-cash report.

7. Compute with electronic calu-lator trade and cash discounts,interest and discount on notes,and sales commission or servicedocuments.

Buying of Goods and Services

8. Analyze cost of meal usinghouse brand food items versusnational brand.

9. Compare cost of clothing onsale with the original price.

10. Compute down payment on car.

11. Compute monthly payment onhome purchased.

Given information concerning the concept ofmarkdown in which the original price and thepercent of markdown are known, compute theamount of markdown and new selling price ofeach item, with 80% of the problems comput-ed correctly.

Given a proof-of-cash form; actual counts ofcoins, bills, checks; the less-cash fund; andcash register tape reading, prepare a cash-drawer count and proof-of-cash report with100% accuracy.

Given instructions, access to a calculator, andbusiness, papers such as invoices, notes, memo-randa on notes discounted, and sales reports,extract data from the business papers,compute with electronic calculator, audit, andcorrect all work, with all errors correctedaccording to inst. uctions given.

Given a list of house brand items with costsand national brand items with costs, develop acost analysis of a holiday meal and determinethe savings if the house brands are purchased,with all computations 100% accurate.

Given description of purchases made during aholiday sale, the quantity of items bought, theoriginal prices, and the sales prices, determinethe savings with 100% accuracy by comparingthe total original price with the total saleprice.

Given the purchase price of a car, the salestax rate, the cost of license plates and trans-fer fees, and the percentage of down paymentrequired, compute the total down payment re-quired by the dealer with 100% accuracy.

Given the, purchase price of a home, the downpayment percentage rate, the savings and loaninterest rate, and a specified period of time torepay the mortgage, compute the amount ofmonthly payments, using the monthly paymenttable, with 100% accuracy.

COMPETENCIES

APPENDIX C



12. Compute the advance paymenton rental property.

13. Determine the most economicmeans of transporting items.


14. Round off whole numbers,decimals, dollars, and cents.

15. Calculate addition problemscontaining whole numbers anddecimals.

16. Calculate subtraction problemscontaining whole numbers anddecimals.

17. Calculate multiplicationproblems containing wholenumbers and decimals.

18. Calculate division problemscontaining whole numbers,percents, and decimals.

C-3

Given the monthly rental cost of an apart-ment tie amount of security deposit, and thesti .ion for paying the advance payment,compute the advance payment on the rentalproperty with 100% accuracy.

Given shipping specifications, appropriatezone charts, and zone rate sheets for shippingitems by parcel post, UPS, truck, bus, ...nd air,determine the most economical and efficientmeans of transporting selected shipments,with all calculations correct.

Given problems on rounding off whole numbersto the nearest ten, hundred, and thousand;decimals to the nearest tenth, hundredth, andthousandth; dollars and cents to the nearesthundred dollars, ten dollars, dollar, ten cents,and cent, round off the numbers with 85%accuracy.

Given addition problems (some requiring sub-totals) of whole numbers, calculate the prob-lems with 80% accuracy.

Given subtraction problems (some requiringcredit balance answers), calculate the prob-lems with 80% accuracy.

Given multiplication problems that containwhole numbers, decimals, percents, and ap-proximations, calculate the problems with 80%accuracy.

Given division problems that contain wholenumbers, percents, and decimals, calculate theproblems with 80% accuracy.

21

C-4

COMPETENCIES

APPENDIX C



19. Operate a calculator by thetouch method to solve addition,subtraction, multiplication, anddivision problems.

20. Explain mathematical data.

Graphs

21. Interpret data on line, bar, andcircle graphs.

22. Construct bar, line, or circlegraphs.

Payroll

23. Compute earnings for individualspaid on hourly rate, piece rate,and/or commission.

24. Compute net pay for single andmarried individuals with involun-tary and voluntary deductions.

Given access to an electronic calculator andaddition problems (some requiring subtotals);.subtraction problems (some requiring creditbalance angwers); multiplication problems(some requiring the use of decimals, percents,and constant and accumulative multiplicationfunctions); and division problems (some withvarying decimal places), operate a calculatorby the touch method to solve 80% of theproblems correctly.

Given data already computed, such as inter-ests, discounts, or percentages, explain verbal-ly the precise meaning of the answers toanother student while being observed by theinstructor, with explanation correct and noelements omitted.

Given three graphs (line, bar, circle) andspecific instructions, interpret the data bypreparing a simple statement for each graph,explaining precisely what the graph shows,with all data correctly analyzed and reportedaccording to instructions.

Given business reports on earnings and/or salesand instructions, construct a bar, line, or cir-cle graph by selecting the appropriate typeand plotting the data on the graph, with graphlabeled correctly so that it corresponds withinstructions and is meaningful to the readers.

Given the piece rate, the rate of commission,the rate of pay per hour, and the total hoursworked for designated individuals, computethe earnings for the individuals with 100%accuracy.

Given the amount an employee earns, . thenumber of exemptions allowed, the maritalstatus of the employee, income tax tables, andsocial security employee tax table, computethe net pay for the employee with 100%accuracy.

215

COMPETENCIES

APPENDIX C



25. Complete and balance a payrollregister.

26. Prepare an employee earningsrecord.

Personal Money Records

27. Calculate the average monthlyexpense of selected items.

28. Complete check records andchecks.

29. Prepare deposit slips.

30. Prepare a bank reconciliation.

31. Calculate a deposit, interest,and total savings over a periodof time.

c-s

Given completed time cards, employee earn-ings record, income tax withholding table,FICA tax table, and blank payroll register,complete and balance the payroll register,with all calculations 100% accurate.

Given a completed payroll register and anemployee earnings record form, record theappropriate information on the employee earn-ings record with 100% accuracy.

Given the summary of expenses for a family offive for a five-month period, calculate with100% accuracy the average monthly expensefor each item in the expense summary, round-ing off to the nearest dollar.

Given blank checks and stub, check number,date paid, name of person to whom the checkis issued, amount of the check, and name ofthe person issuing the check, prepare thecheck and stub legibly and accurately.

Given a blank deposit slip, a checkbook, and alist of items for deposit, including two checks,coins, and currency, complete the deposit slipaccurately and legibly and adjust the check-book balance with 100% accuracy.,

Given information pertaining to a bank recon-ciliation, including .name of company, date,bank balance, outstanding checks, bank servicecharge, and deposits in transit, prepare a bankreconciliation with agreeing balances.

Given an interest table, an individual's take-home pay, and the weekly percentage of sav-ings, calculate with 100% accuracy (a) theamount deposited in account at the end ofthree years; (b) the amount of interest earnedduring this period; and (c) the total amount inthe account at the end of five years if theindividual continues to save.

216

G

C-6

COMPETENCIES

APPENDIX C



32. Prepare form 1040A taxreturn.

Retail Credit

33. Compute new balances forcustomers on revolving chargeaccounts.

34. Determine the savings of cashpurchases over installmentpurchases.

35. Determine monthly paymentand total interest paid on aninstallment loan.

Given form 1040A, a completed W-2 form, taxtables, filing status, exemptions, wages, andsalary, complete form 1040A for an individual,with all computations and entries correct.

Given the end-of-month balance, rate of inter-est, and minimum monthly payments chart,compute with 100% accuracy the new balancesfor customers with revolving charge accounts.

Given the cash price of merchandise, the downpayment rate of the same merchandisepurchased on the installment plan, a carryingcharge on the unpaid balance, and the numberof monthly payments, calculate with 100%accuracy the amount of each monthly savingsof cash purchase over installment purchase.

Given die amounts of various loans for differ-ing lengths of time, interest rates, and amonthly payment schedule, determine with10096 accuracy the monthly payment and thetotal interest on each loan.

2f- ,

The Virginia Department of Education does not unlawfully discriminate on thebasis of sex, race, color, religion, handicapping conditions, or national origin inemployment or in its educational programs and activities.

The activity which is the subject of this report was supported in whole or in partby the U. S. Department of Education. However, the opinions expressed herein do notnecessarily reflect the position or policy of the U. S. Department of Education, and noofficial endorsement by the U. S. Department of Education should be inferred.

218

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