accounting
Instructions
The Scenario:
Tony Spacken, Sales Manager, has an Excel workbook listing properties for sale. If a property is sold,
Select National Properties Group will finance the property loan for 30 years at 7.5% interest. If the
monthly payment of a property is greater than $300,000, the company will give the buyer a 1%
discount
of the selling
price.
Lavern Gallen is interested in purchasing the Pleasant Properties Warehouse, one of
the company's properties. She lives at 4231 Center Drive, Tempe, TX 76501.
For this project, you will need the following files:
New blank Access database
New blank PowerPoint
presentation
Gallen_Letter
Sale_Properties
You will save your files as:
Lastname_Firstname_Sale_Properties
Lastname_Firstname_SNPG_Properties
Lastname_Firstname_Gallen_Letter
Lastname_Firstname_Sales_Presentation
1. Open the file Sale_Properties, and then save the workbook as
LastnameFirstname_Sale_Properties
2. Copy the Properties worksheet to a new worksheet,
3. Rename the worksheet as Payments
4. In the Payments worksheet, convert the data to a table.
5. In column G, insert a calculated column using the PMT function to calculate the monthly
payment for each of the properties.
6. In column H, insert a calculated column using the IF function to determine the amount of the if
discount
property qualifies for it.
7. Determine the totals for columns F:H.
8. Apply conditional formatting to cells with a selling price between $40,000,000 and $70,000,000.
9. Copy the Payments worksheet to a new worksheet,
10. Rename the new worksheet as Pleasant Properties
11. Filter the table to
display
only the data for the Pleasant. Insert your name in the footer so that it
displays on all worksheets.
12.
Create a
blank Access database, and then save it as Lastname_Firstname_SNPG_Properties
13. Import the data from the Properties worksheet.
14. Create a query that displays all fields, except the ID field, for properties located in Florida and
Georgia.
15. Save the query as Lastname_Firstname_FL_GA Query
16. Export the query result as an RTF file
17. Create another query that displays all fields, except the ID field, for all properties with selling
prices less than $1,000,000.
18. Save the query as Lastname Firstname Price Query
19. For each query, create and format a report.
20. Save each report with the name as the query, substituting the word Report for Query.
21. Create a PowerPoint presentation using a template of your choice; the presentation will be
shown to prospective buyers attending a sales conference.
22. Save the presentation as Lastname_Firstname_Sales_Presentation
23. Insert the file name in the footer to display on all pages of the notes and handouts.
24. Modify the slides to help persuade buyers to purchase property from Select National Properties
Group:
25. On one slide, inform the audience that the company sells many properties.
26. On the same slide, link the cell from the Excel Payments worksheet that displays the total selling
price.
27. On a new slide, insert a
SmartArt
graphic
that lists some of the different types of properties that
the company develops and manages.
28. At the end of the presentation, insert a slide that contains the contact information for Mr.
Spacken.
29. Insert additional text, pictures, and clip art to enhance the presentation.
30. Format any text or other objects to create a professional appearance.
31. Open the file Gallen_Letter, and then save as Lastname_Firstname_Gallen_Letter
32. Insert the file name in the footer.
33. Format the
letter
head for Mr. Tony Spacken.
34. Insert the current date, and then insert Lavern Gallen's name and address and a proper
salutation.
35. Following the first paragraph, copy the SmartArt graphic from your presentation to the letter,
changing text wrapping and resizing as necessary.
36. Following the second paragraph, from Excel, on the Pleasant Properties worksheet, link cells
F1:G38 (first and second row) to the Word document.
37. Under the third paragraph, insert the RTF file listing the Florida and Georgia properties.
38. Format the document to create a professional appearance.
1.
Upload the completed assignment files in the Assignment area.
Special Instructions: Use the Supporting Materials below to complete the project.
Grading: Please review the rubrics for particulars.
Performance
Level Exemplary
Accomplished
Developing Beginning Points
Performance
Element
You consistently
applied the relevant
skills.
You mostly applied
the
relevant skills.
You sometimes, but
not always, applied
the relevant skills.
You rarely or
never applied the
relevant skills.
10/10
Insert PMT and
IF functions
The PMT and IF
functions are
inserted
, and the
correct values
display
The PMT function
or IF
function is inserted, or
some values do not
display
correctly
The PMT function or IF
function is not
inserted, and most
values do not display
correctly
The PMT function
and the IF function
are
not inserted
Exemplary 10
Accomplished
7-9
Developing 4-
6
Beginning 0-3
Points:
Create two
reports from
queries
The reports are
created
and display
the correct data
One report is not
created, or some data
in either report does
not display correctly
Neither report is
created
Neither report is
created
Exemplary 10
Accomplished
7-9
Developing 4-
6
Beginning 0-3
Points:
Insert text and
objects in a
letter
All text and objects
are inserted
appropriately
One item is not
inserted appropriately
At least two items are
not inserted
appropriately
No items are
inserted
appropriately
Exemplary 10
Accomplished
7-9
Developing 4-
6
Beginning 0-3
Points:
Create a
SmartArt
graphic
The SmartArt
graphic is created
and displays the
correct information
The SmartArt graphic is
created, and most
information is correct
The SmartArt graphic is
created, but not all
information is correct
The SmartArt
graphic is not
created
Exemplary 10
Accomplished
7-9
Developing 4-
6
Beginning 0-3
Points:
Insert text and
objects in a
presentation
All text and objects
are inserted
appropriately
Most text and objects
are inserted
appropriately
Some items are
inserted appropriately
No items are
inserted
appropriately
Exemplary 10
Accomplished
7-9
Developing 4-
6
Beginning 0-3
Points:
Instructions
The Scenario:
Tony Spacken, Sales Manager, has an Excel workbook listing properties for sale. If a property is sold, Select National Properties Group will finance the property loan for 30 years at 7.5% interest. If the monthly payment of a property is greater than $300,000, the company will give the buyer a 1% discount of the selling price. Lavern Gallen is interested in purchasing the Pleasant Properties Warehouse, one of the company’s properties. She lives at 4231 Center Drive, Tempe, TX 76501.
For this project, you will need the following files:
New blank Access database
New blank PowerPoint presentation
Gallen_Letter
Sale_Properties
You will save your files as:
Lastname_Firstname_Sale_Properties
Lastname_Firstname_SNPG_Properties
Lastname_Firstname_Gallen_Letter
Lastname_Firstname_Sales_Presentation
1.
Open the file Sale_Properties, and then save the workbook as LastnameFirstname_Sale_Properties
2. Copy the Properties worksheet to a new worksheet,
3. Rename the worksheet as Payments
4. In the Payments worksheet, convert the data to a table.
5. In column G, insert a calculated column using the PMT function to calculate the monthly payment for each of the properties.
6. In column H, insert a calculated column using the IF function to determine the amount of the if discount
property qualifies for it.
7. Determine the totals for columns F:H.
8. Apply conditional formatting to cells with a selling price between $40,000,000 and $70,000,000.
9. Copy the Payments worksheet to a new worksheet,
10. Rename the new worksheet as Pleasant Properties
11. Filter the table to display only the data for the Pleasant. Insert your name in the footer so that it displays on all worksheets.
12. Create a blank Access database, and then save it as Lastname_Firstname_SNPG_Properties
13. Import the data from the Properties worksheet.
14. Create a query that displays all fields, except the ID field, for properties located in Florida and Georgia.
15. Save the query as Lastname_Firstname_FL_GA Query
16. Export the query result as an RTF file
17. Create another query that displays all fields, except the ID field, for all properties with selling prices less than $1,000,000.
18. Save the query as Lastname Firstname Price Query
19. For each query, create and format a report.
20. Save each report with the name as the query, substituting the word Report for Query.
21. Create a PowerPoint presentation using a template of your choice; the presentation will be shown to prospective buyers attending a sales conference.
22. Save the presentation as Lastname_Firstname_Sales_Presentation
23. Insert the file name in the footer to display on all pages of the notes and handouts.
24. Modify the slides to help persuade buyers to purchase property from Select National Properties Group:
25. On one slide, inform the audience that the company sells many properties.
26. On the same slide, link the cell from the Excel Payments worksheet that displays the total selling price.
27. On a new slide, insert a SmartArt graphic that lists some of the different types of properties that the company develops and manages.
28. At the end of the presentation, insert a slide that contains the contact information for Mr. Spacken.
29. Insert additional text, pictures, and clip art to enhance the presentation.
30. Format any text or other objects to create a professional appearance.
31. Open the file Gallen_Letter, and then save as Lastname_Firstname_Gallen_Letter
32. Insert the file name in the footer.
33. Format the letterhead for Mr. Tony Spacken.
34. Insert the current date, and then insert Lavern Gallen’s name and address and a proper salutation.
35. Following the first paragraph, copy the SmartArt graphic from your presentation to the letter, changing text wrapping and resizing as necessary.
36. Following the second paragraph, from Excel, on the Pleasant Properties worksheet, link cells F1:G38 (first and second row) to the Word document.
37. Under the third paragraph, insert the RTF file listing the Florida and Georgia properties.
38. Format the document to create a professional appearance.
1.
Upload the completed assignment files in the Assignment area.
· Special Instructions: Use the Supporting Materials below to complete the project.
· Grading: Please review the rubrics for particulars.
|
Grading Rubrics |
|||||||||
|
Exemplary |
Accomplished |
Developing |
Beginning |
Points |
|||||
|
You consistently applied the relevant skills. |
You mostly applied the relevant skills. |
You sometimes, but not always, applied the relevant skills. |
You rarely or never applied the relevant skills. |
10/10 |
|||||
|
Insert PMT and IF functions |
The PMT and IF functions are inserted, and the correct values display |
The PMT function or IF function is inserted, or some values do not display correctly |
The PMT function or IF function is not inserted, and most values do not display correctly |
The PMT function and the IF function are not inserted |
Exemplary 10 Accomplished 7-9 Developing 4-6 Beginning 0-3 Points: |
||||
|
Create two reports from queries |
The reports are created and display the correct data |
One report is not created, or some data in either report does not display correctly |
Neither report is created |
||||||
|
Insert text and objects in a letter |
All text and objects are inserted appropriately |
One item is not inserted appropriately |
At least two items are not inserted appropriately |
No items are inserted appropriately |
|||||
|
Create a SmartArt graphic |
The SmartArt graphic is created and displays the correct information |
The SmartArt graphic is created, and most information is correct |
The SmartArt graphic is created, but not all information is correct |
The SmartArt graphic is not created |
|||||
|
Insert text and objects in a presentation |
Most text and objects are inserted appropriately |
Some items are inserted appropriately |
Mr.
Tony Spacken
321 North Michigan Avenue, Suite 700
Chicago, IL 60601
312-555-0070
I understand that you are interested in a property that we are selling. I am Tony Spacken,
Sales Manager
at Select National Properties Group. We are a diversified real estate company that develops, builds, manages and acquires properties nationwide. Our company is focused on quality and commitment to the environment and economic development of the areas where we operate. Listed below are the types of properties in our portfolio.
Select National Properties Group will use resources at our disposal to work with you to finance the purchase of the Harvest Properties Warehouse in which you expressed an interest. We have calculated the monthly payment for you based on a 30-year loan financed at 7.5% interest. The selling price and payment are shown below.
We understand that you are interested in property in either Florida or Georgia. We have a number of properties in both of these states that might be of interest to you. I have provided a list of the properties which includes the addresses as well as the selling price.
Please let me know if you are interested in any of these properties and would like more information on them.
I would like to thank you for your interest in the Harvest Properties Warehouse and look forward to hearing from you on how you would like to proceed on this property or any of the other properties in Florida or Georgia.
Sincerely,
Tony Spacken
Sales Manager
7cc_Killgorn_Letter_sample_solution
|
Address |
City |
State |
ZIP |
Selling Price |
|||||
|
AmberTechnical Training |
789 W. Main St. |
Albuquerque |
NM |
87110 |
$604,500 |
||||
|
Allen Surgical Center |
106 E. 1500 N. |
Rugby |
ND |
58368 |
$53,999,000 |
||||
|
All American Service Industry Fulfillment |
1401 Mother Lode Cir. |
Port Huron |
MI |
48060 |
$751,500 |
||||
|
Archer Square Shopping Mall |
4980 Hwy. 14 E |
St. Louis |
MO |
63122 |
$6,390,000 |
||||
|
Ardenna Wood Medical Center |
306 W. Central Ave. |
Arlington |
TX |
76012 |
$68,433,000 |
||||
|
Arroh Surgical Hospital |
42 W. 35th Ave. |
Ulysses |
KS |
67880 |
$55,500,000 |
||||
|
Arroun Grande Rehabilitation Hospital |
500 NW Cheyenne |
Salem |
NH |
03079 |
$75,520,000 |
||||
|
Astin Office Solutions Warehouse |
2211 SE 16 St. |
Battle Creek |
49017 |
$6,230,000 |
|||||
|
Austin & Ball Warehouse |
712 E. 108th Ave. |
Paterson |
NJ |
07514 |
$9,189,500 |
||||
|
Ballyhoo Office Building |
4161 N. 1500 W. |
Green Bay |
WI |
54305 |
$5,675,000 |
||||
|
Barton, Oaks & Colina Building |
1119 NE Thorn Hill Rd. |
Jefferson City |
65101 |
$5,460,000 |
|||||
|
Belmar Group Warehouse |
30 Imperial Way |
Bolivar |
TN |
38008 |
$4,900,000 |
||||
|
Bergstrom Industries Warehouse |
209 Elice Cir. |
Littleton |
CO |
80122 |
$7,326,000 |
||||
|
Best Electronics Manufacturing |
8692 Technology Blvd. |
Berkeley |
48072 |
$6,030,000 |
|||||
|
Bloomington Hospital |
843 Fayette Ave. |
Amarillo |
79106 |
$60,450,000 |
|||||
|
Boulder Community Training Services |
176 Van Buren St. |
Boulder |
80026 |
$848,900 |
|||||
|
Broaddus Surgical Center |
145 Tudor Dr. |
Waterloo |
IA |
50702 |
$68,150,000 |
||||
|
Broatman Hospital |
22161 N. Randolph Dr. |
Auburn |
WA |
98001 |
$47,146,000 |
||||
|
Builder Supply Warehouse |
103 Cleveland St. |
Elkhorn |
53121 |
$6,412,000 |
|||||
|
Cardman Facility |
100 Linden Ln. |
Rock Springs |
WY |
82901 |
$3,980,000 |
||||
|
Casa Mesa Regional Medical Center |
926 Camino Blvd. |
Inglewood |
CA |
90301 |
$81,950,000 |
||||
|
Cayeta County Educational Services |
6921 1st Ave. W. |
Brookfield |
53045 |
$597,500 |
|||||
|
Cincinnati Career Center |
9653 Jackson St. |
Cincinnati |
OH |
45221 |
$399,900 |
||||
|
Circuits Computing Training |
900 Tech Dr. Suite 340 |
Salt Lake City |
UT |
84106 |
$714,300 |
||||
|
Community Hospital West |
33 Herman Ave. |
Concord |
MA |
01742 |
$56,275,000 |
||||
|
Contrail Engineering |
11042 Woodruff Ave. |
Gresham |
OR |
97030 |
$584,600 |
||||
|
Crescent Media Consultants Building |
3718 W. Sardis Rd. |
Colorado Springs |
80906 |
$2,560,000 |
|||||
|
Crosswinds Educational Partners |
690 Kings Highway Blvd. |
Claremont |
91711 |
$627,500 |
|||||
|
Cullen Refrigeration Systems |
806 W. Texas Ave. |
Edmond |
OK |
73013 |
$851,700 |
||||
|
Dallas Training and Educational Center |
533 Lanceford St. |
Dallas |
75205 |
$523,000 |
|||||
|
Daytona Automobile Assembly Systems |
22161 N. Randall Dr. |
Princeton |
WV |
30375 |
$547,600 |
||||
|
Deaconness Medical Center |
8465 Skyline Way Blvd. |
Alameda |
94501 |
$88,489,000 |
|||||
|
Fayette Memorial Medical Center |
423 Hazel Dell Blvd. |
Wallingford |
CT |
06492 |
$32,850,000 |
||||
|
Finlay Supply Co. |
8444 Helms Ave. |
West Mifflin |
PA |
15122 |
$887,000 |
||||
|
Goshen County Hospital |
4813 Augusta Cir. |
Cambridge |
MN |
55008 |
$47,900,000 |
||||
|
Guyan Valley Medical Center |
2045 Lynne Blvd. |
Marion |
KY |
42064 |
$59,750,000 |
||||
|
Pleasant Properties Warehouse |
400 Pivot Rock Blvd. |
Gainesville |
FL |
33030 |
$5,630,000 |
||||
|
Hiniston Building |
30050 Walmsley Rd. |
Forth Worth |
76014 |
$5,740,000 |
|||||
|
Illiana Training Institute |
860 Brilliance Way |
Evansville |
IN |
47740 |
$552,000 |
||||
|
Jadon Michels Shopping Mall |
412 E. Frontage Rd. |
Minneapolis |
55407 |
$6,470,000 |
|||||
|
Javitch Office Park |
460 Montagne Way |
Ballinger |
76821 |
$6,489,000 |
|||||
|
JIT Fulfillment Facilities |
106 NW Osage |
Pocatello |
ID |
36188 |
$641,700 |
||||
|
JM Facilities |
403 Industrial Blvd. |
Holyoke |
01040 |
$4,580,000 |
|||||
|
Koler Whole Foods |
6815 Reseda Blvd. |
Aurora |
80017 |
$650,500 |
|||||
|
La Costa Research Industrial Building |
2600 E. Itetbury Ln. |
Davenport |
52803 |
$4,785,000 |
|||||
|
Lidle Manufacturing Inc. |
705 Fargo Ave. |
Bardstown |
40004 |
$410,000 |
|||||
|
Littleton Professional Outreach and Training |
68 Brittany Rd. |
Lexington |
SC |
29072 |
$643,300 |
||||
|
Lyman Test Prep Services |
730 S. Monte Park Pkwy. |
Lake George |
54501 |
$435,000 |
|||||
|
Madison Logistics Co. |
208 E. Central Ave. |
Cabot |
AK |
72023 |
$746,200 |
||||
|
Marco Supply Warehouse |
2445 E. 51st St. |
Coventry |
RI |
02816 |
$637,800 |
||||
|
Maricopa Medical Center |
582 Deering Ave. |
Macon |
GA |
31208 |
$77,080,000 |
||||
|
Miami -Dade Employment Training Services |
4245 Carvine Dr. |
Miami |
33131 |
$685,000 |
|||||
|
Midwest Regional Hospital |
706 Valencia St. |
Bay City |
48708 |
$69,512,000 |
|||||
|
Milwaukee Health Services Training |
4211 Cohen Dr. W. |
Milwaukee |
53219 |
$714,600 |
|||||
|
Mississippi Mentoring Associates |
5491 Lynhurst Pkwy. |
Coldwater |
MS |
68618 |
$713,500 |
||||
|
Montana Agricultural Supply |
1545 Park Dr. |
Springfield |
01111 |
$5,410,000 |
|||||
|
Mykala Michels Office Building |
2250 Heritage Rd. |
Detroit |
48201 |
$8,570,000 |
|||||
|
Organic Textiles Inc. |
8742 Circuitry Way |
Norman |
73069 |
$461,300 |
|||||
|
Padme Parts Services |
8851 Skyline Blvd. |
Atlanta |
30310 |
$741,000 |
|||||
|
Parton & Simms Warehouse |
1050 Luther Ave. |
Wenatchee |
98801 |
$4,659,000 |
|||||
|
Peterson Testing Services |
10302 Heartfield Dr. |
Oak Forest |
IL |
60452 |
$675,000 |
||||
|
Pleasant Valley Rehabilitation Hospital |
50 Tulip St. |
Nashville |
31639 |
$77,143,000 |
|||||
|
Preston General Hospital |
36815 Bethesda Blvd. |
Jamaica Plain |
02130 |
$77,135,000 |
|||||
|
Riverdale Medical Center |
872 Riverdale Way |
Montgomery |
AL |
36117 |
$54,350,000 |
||||
|
San Mateo Mentors |
412 Valencia St. |
San Mateo |
94401 |
$651,200 |
|||||
|
Sloane-Reynolds County Hospital |
2345 E. Sloane St. |
Lebanon |
03756 |
$55,230,000 |
|||||
|
Steiner Group Building |
801 Hwy. 25 |
Camden |
38320 |
$7,465,000 |
|||||
|
Tangier Industrial Design |
12045 Lakewood Blvd. |
Grinnell |
50112 |
$715,000 |
|||||
|
Tanglewood After School Services |
4591 Spinnaker Cove Way |
Lincoln |
NE |
68522 |
$550,000 |
||||
|
Technology Parts Inc. |
3422 Lees Ave. |
Marietta |
30008 |
$698,000 |
|||||
|
Telcom Ltd. Phone Systems Office Park |
1 Basildon Cir. |
Jeffersonville |
47130 |
$3,390,000 |
|||||
|
Test Prep Training Services |
2003 N. 14th St. |
$708,000 |
|||||||
|
Tillecum Metalworks |
581 Hwy. 31 S. |
Blackfoot |
83221 |
$576,500 |
|||||
|
University Hospital of Austin |
683 Hwy. 36 N. |
Quincy |
62305 |
$46,750,000 |
|||||
|
University of Tempe Outreach Center |
43 Educational Dr. |
Tempe |
AZ |
85282 |
$385,000 |
||||
|
Woodland Daycare Center |
320 Lindon St. |
Frankford |
24938 |
$895,000 |
|||||
|
Zeldman Technology Buiding |
1188 Boswell St. |
North Little Rock |
AR |
72118 |
$7,886,000 |
||||
|
Zionsville Centre for Health Occupations |
1111 Meadowbrook Rd. |
Burlington |
VT |
05401 |
$479,000 |