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Excel Student Data Files 2019/EL2C1/ACInsce.xlsx

Policy Info

AllClaims Insurance Brokers
Policy Information
Customer ID Policy ID No. of Autos All Perils Deductible Liability Limit No. of Drivers Rating Claims Premium
C-025 6512485 2 500 500,000 3 1 0 2,875.00
C-055 6123584 1 250 500,000 2 1 0 1,595.00
C-072 6583157 2 775 1,000,000 2 2 1 2,875.00
C-085 6124893 3 1,000 500,000 4 2 1 4,350.00
C-094 3481274 1 500 2,000,000 1 5 3 2,150.00
C-114 4956875 2 250 750,000 2 4 2 3,645.00
C-124 3354867 1 250 1,000,000 2 2 1 1,568.00
C-131 6598642 3 775 500,000 4 5 2 4,547.00
C-148 4668457 3 1,000 1,000,000 3 5 2 3,248.00
C-155 8512475 4 500 2,000,000 6 8 4 6,277.00
C-168 6984563 2 250 675,000 2 5 3 3,410.00
C-171 4856972 1 500 500,000 2 6 3 3,245.00
C-184 5124876 1 500 500,000 2 1 0 1,495.00
C-190 6845962 1 775 900,000 1 3 2 1,250.00
C-199 8457326 1 1,000 2,000,000 1 5 3 2,650.00
C-201 4968532 2 500 500,000 3 2 1 2,925.00
C-212 2698715 2 500 500,000 2 1 0 1,590.00
Total Policy Premiums: $ 49,695.00
Average Number of Claims: 1.6

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Excel Student Data Files 2019/EL2C1/BillingsOct4to8.xlsx

Billing

O'Donovan & Sullivan Law Associates
BILLING SUMMARY
OCTOBER 4 TO 8, 2021
File Client Date Billing Code Attorney Code Legal Fees Disbursements Total Due Billing Code Table
FL-325 10104 10/4/21 2 1 2,273.75 95.10 2,368.85 Code Area of Practice
EP-652 10106 10/4/21 3 1 1,028.50 23.75 1,052.25 1 Corporate
CL-412 10125 10/4/21 1 2 2,493.75 55.40 2,549.15 2 Divorce & Separation
IN-745 10210 10/5/21 6 3 2,425.00 65.20 2,490.20 3 Wills & Estates
EL-632 10225 10/5/21 5 3 1,211.00 37.85 1,248.85 4 Real Estate
RE-475 10285 10/5/21 4 4 3,807.00 48.96 3,855.96 5 Employment Litigation
CL-501 10341 10/6/21 1 2 1,143.75 55.24 1,198.99 6 Insurance Personal Injury
CL-521 10334 10/6/21 1 2 1,518.75 27.85 1,546.60 7 Other
PL-348 10420 10/6/21 7 3 2,500.00 34.95 2,534.95
RE-492 10425 10/6/21 4 4 2,043.00 38.75 2,081.75 Attorney Code Table
EL-632 10225 10/7/21 5 3 2,300.00 42.15 2,342.15 Code Attorney
PL-512 10290 10/7/21 7 3 1,620.00 65.15 1,685.15 1 Marty O'Donovan
IN-745 10210 10/7/21 6 3 1,450.00 24.25 1,474.25 2 Toni Sullivan
FL-385 10278 10/7/21 2 1 2,040.00 85.47 2,125.47 3 Rosa Martinez
CL-412 10125 10/8/21 1 2 1,143.75 38.12 1,181.87 4 Kyle Williams
CL-450 10358 10/8/21 1 2 1,762.50 55.24 1,817.74
IN-801 10346 10/8/21 6 3 1,425.00 62.18 1,487.18
EP-685 10495 10/8/21 3 3 2,375.00 94.55 2,469.55
RE-501 10384 10/8/21 4 4 1,237.50 34.28 1,271.78

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Excel Student Data Files 2019/EL2C1/JTutor.xlsx

Exponents

Math by Janelle Tutoring Service
Scientific Notation Lesson
Background
Scientific notation is used by scientists and mathematicians to express very large or very small numbers.
Stated Objective
Students will convert numbers to scientific notation.
Method
Demonstration followed by guided practice.
Examples Converted to Scientific Notation
1,000,000,000 1,000,000,000
100,000,000 100,000,000
10,000,000 10,000,000
1,000,000 1,000,000
100,000 100,000
10,000 10,000
1,000 1,000
100 100
10 10
1 1
0.1 0.1
0.01 0.01
0.001 0.001
0.0001 0.0001
0.00001 0.00001

Fractions

Math by Janelle Tutoring Service
Converting Decimals to Fractions Lesson
Background
A fraction expresses a number as a part of a group.
Stated Objective
Students will learn to convert a decimal value into a fraction.
Method
Demonstration followed by guided practice.
Examples Converted to a Fraction
0.1 0.1
0.2 0.2
0.25 0.25
0.5 0.5
0.75 0.75
1 1
0.6 0.6
0.33 0.33
0.92 0.92

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Excel Student Data Files 2019/EL2C1/Precision.xlsx

Precision

Precision Design and Packaging
Bulk Container Products
Custom imprinting available for all models
Model Number Description Dimensions L x W x D in inches Test Weight in pounds Recommended Weight in pounds
1140 Gaylord with lid 48 x 40 x 36 200 100
2185 Premium Gaylord with lid 48 x 40 x 36 200 125
3695 Telescoping top and bottom 46 x 38 x 36 200 70
4415 "EO" container 30 x 17 x 17 350 150
5367 "EH" container 36 x 22 x 22 275 250
6418 "E" container 40 x 28 x 24 275 500
7459 Economy R.S.C. 36 x 36 x 36 200 65
8854 Premium R.S.C. 36 x 36 x 36 200 100
Regional Sales Representatives
North Jordan Lavoie
South Pat Gallagher
East Alonso Rodriguez
West Karsten Das
Canada Kelli Olsen
International Bianca Santini
Minimum order quantity of 25 applies.
Preferred carriers are UPS and DHL.

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Excel Student Data Files 2019/EL2C1/RSRServRpt.xlsx

Sep

RSR Computer Services
Service Division Report
September
Date Work Order Number Hours Billed Rate Code Extended Labor Parts Total Invoice Rate Code Chart
9/1/21 65012 2.25 1 101.25 22.50 123.75 Description Code Rate
9/3/21 65013 3.25 3 227.50 75.85 303.35 Regular 1 $ 45.00
9/7/21 65014 2.25 1 101.25 28.95 130.20 Evening 2 $ 60.00
9/7/21 65015 1.75 3 122.50 - 0 122.50 Weekend 3 $ 70.00
9/10/21 65016 1.5 3 105.00 25.75 130.75
9/13/21 65017 2.25 1 101.25 45.15 146.40
9/14/21 65018 4.25 1 191.25 55.85 247.10
9/17/21 65019 3.75 1 168.75 22.50 191.25
9/17/21 65020 1.75 2 105.00 - 0 105.00
9/20/21 65021 2 3 140.00 - 0 140.00
9/22/21 65022 1.5 3 105.00 18.50 123.50
9/22/21 65023 2.25 1 101.25 75.85 177.10
9/23/21 65024 3.25 1 146.25 - 0 146.25
9/27/21 65025 3.5 3 245.00 187.50 432.50
9/28/21 65026 2.75 3 192.50 110.50 303.00
9/28/21 65027 3.5 2 210.00 35.95 245.95
9/30/21 65028 4.5 1 202.50 47.66 250.16
TOTAL SERVICE HOURS BILLED: 46.25 2,566.25 752.51 3,318.76

&F &A

Oct

RSR Computer Services
Service Division Report
October
Date Work Order Number Hours Billed Rate Code Extended Labor Parts Total Invoice Rate Code Chart
10/4/21 65029 2 1/4 1 101.25 22.50 123.75 Description Code Rate
10/5/21 65030 3 1/4 2 195.00 75.85 270.85 Regular 1 $ 45.00
10/7/21 65031 2 1/4 1 101.25 28.95 130.20 Evening 2 $ 60.00
10/7/21 65032 1 3/4 1 78.75 - 0 78.75 Weekend 3 $ 70.00
10/11/21 65033 1 1/2 1 67.50 25.75 93.25
10/12/21 65034 2 1/4 3 157.50 45.15 202.65
12/13/21 65035 1 3/4 3 122.50 56.85 179.35
10/18/21 65036 3 3/4 1 168.75 22.50 191.25
10/18/21 65037 1 3/4 2 105.00 - 0 105.00
10/19/21 65038 2 1 90.00 - 0 90.00
10/21/21 65039 1 1/2 2 90.00 18.50 108.50
10/22/21 65040 2 1/4 1 101.25 75.85 177.10
10/25/21 65041 3 1/4 3 227.50 112.50 340.00
10/25/21 65042 3 1/2 1 157.50 187.50 345.00
10/27/21 65043 2 3/4 2 165.00 110.50 275.50
10/28/21 65044 1 1/2 2 90.00 - 0 90.00
10/28/21 65045 4 1/2 3 315.00 47.66 362.66
TOTAL SERVICE HOURS BILLED: 41 3/4 2,333.75 830.06 3,163.81

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Nov

RSR Computer Services
Service Division Report
November
Date Work Order Number Hours Billed Rate Code Extended Labor Parts Total Invoice Rate Code Chart
11/2/21 65046 2 1/4 1 101.25 22.50 123.75 Description Code Rate
11/5/21 65047 1 2 60.00 - 0 60.00 Regular 1 $ 45.00
11/7/21 65048 2 1/4 1 101.25 28.95 130.20 Evening 2 $ 60.00
11/8/21 65049 1 3/4 1 78.75 - 0 78.75 Weekend 3 $ 70.00
11/8/21 65050 1 1/2 1 67.50 25.75 93.25
11/9/21 65051 2 1/4 3 157.50 45.15 202.65
11/12/21 65052 4 1/4 3 297.50 55.85 353.35
11/15/21 65053 3 3/4 1 168.75 22.50 191.25
11/15/21 65054 1 3/4 2 105.00 - 0 105.00
11/17/21 65055 2 1 90.00 - 0 90.00
11/18/21 65056 1 1/2 3 105.00 18.50 123.50
11/22/21 65057 2 1/4 1 101.25 75.85 177.10
11/24/21 65058 3 1/4 1 146.25 112.50 258.75
11/24/21 65059 3 1/2 1 157.50 42.87 200.37
11/25/21 65060 2 3/4 2 165.00 110.50 275.50
11/29/21 65061 3 1/2 2 210.00 35.95 245.95
11/30/21 65062 2 3/4 3 192.50 47.66 240.16
TOTAL SERVICE HOURS BILLED: 42 1/4 2,305.00 644.53 2,949.53

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Dec

RSR Computer Services
Service Division Report
December
Date Work Order Number Hours Billed Rate Code Extended Labor Parts Total Invoice Rate Code Chart
12/1/21 65063 2 1/4 1 101.25 22.50 123.75 Description Code Rate
12/2/21 65064 1 1/2 3 105.00 110.23 215.23 Regular 1 $ 45.00
12/6/21 65065 2 1/4 1 101.25 28.95 130.20 Evening 2 $ 60.00
12/6/21 65066 1 3/4 3 122.50 - 0 122.50 Weekend 3 $ 70.00
12/9/21 65067 1 1/2 3 105.00 25.75 130.75
12/10/21 65068 2 1/4 1 101.25 45.15 146.40
12/14/21 65069 4 1/4 2 255.00 55.85 310.85
12/16/21 65070 3 3/4 1 168.75 22.50 191.25
12/16/21 65071 1 3/4 2 105.00 - 0 105.00
12/17/21 65072 2 3 140.00 - 0 140.00
12/20/21 65073 1 1/2 3 105.00 18.50 123.50
12/21/21 65074 2 1/4 1 101.25 75.85 177.10
12/22/21 65075 3 1/4 1 146.25 112.50 258.75
12/27/21 65076 3 1/2 3 245.00 187.50 432.50
12/27/21 65077 1 1/2 3 105.00 75.85 180.85
12/28/21 65078 3 1/2 1 157.50 - 0 157.50
12/29/21 65079 4 1/2 1 202.50 47.66 250.16
TOTAL SERVICE HOURS BILLED: 43 1/4 2,367.50 828.79 3,196.29

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Excel Student Data Files 2019/EL2C1/USIncomeStats.xlsx

Income

Five-Year Average Median Household Income by State
Median Income for 2016
United States 55,322
Alabama 44,758
Alaska 74,444
Arizona 51,340
Arkansas 42,336
California 63,783
Colorado 62,520
Connecticut 71,755
Delaware 61,017
District of Columbia 72,935
Florida 48,900
Georgia 51,037
Hawaii 71,977
Idaho 49,174
Illinois 59,196
Indiana 50,433
Iowa 54,570
Kansas 53,571
Kentucky 44,811
Louisiana 45,652
Maine 50,826
Maryland 76,067
Massachusetts 70,954
Michigan 50,803
Minnesota 63,217
Mississippi 40,528
Missouri 49,593
Montana 48,380
Nebraska 54,384
Nevada 53,094
New Hampshire 68,485
New Jersey 73,702
New Mexico 45,674
New York 60,741
North Carolina 48,256
North Dakota 59,114
Ohio 50,674
Oklahoma 48,038
Oregon 53,270
Pennsylvania 54,895
Rhode Island 19,606
South Carolina 58,387
South Dakota 46,898
Tennessee 52,078
Texas 46,574
Utah 54,727
Vermont 62,518
Virginia 56,104
Washington 66,149
West Virginia 62,848
Wisconsin 42,644
Wyoming 54,610
Data shown above is the five-year average median for 2012 to 2016. Five-year average median is the sum of five inflation-adjusted single-year medians divided by 5.
Source: U.S. Census Bureau
https://www.census.gov/programs-surveys/acs/?intcmp=serp

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Excel Student Data Files 2019/EL2C1/VRPay-Oct23.xlsx

Payroll

ViewRite
Payroll
Week Ended: October 23, 2021
First Name Last Name Sun Mon Tue Wed Thu Fri Sat Total Hours Overtime Hours Pay Rate Gross Pay
Alexis Torres - 0 5.0 7.0 8.0 8.0 9.0 9.5 46.5 6.5 11.75 584.56
Derrick MacLean 8.0 - 0 6.5 8.0 8.0 8.5 9.0 48.0 8.0 11.35 590.20
Priya Singh 8.0 - 0 4.0 8.0 8.0 8.5 6.5 43.0 3.0 11.35 505.08
Emil Fedorov 8.0 8.0 8.0 5.5 8.0 - 0 8.0 45.5 5.5 11.75 566.94
Leslie Sparling - 0 6.0 7.5 8.0 8.0 - 0 8.0 37.5 - 0 12.15 455.63
Irene O'Rourke 4.0 - 0 8.0 - 0 6.5 9.5 7.5 35.5 - 0 12.15 431.33
Ruthann Goldstein 5.5 - 0 8.0 - 0 4.0 7.5 6.0 31.0 - 0 11.75 364.25
Stefan Kominek - 0 6.0 8.0 - 0 8.0 8.5 4.5 35.0 - 0 11.75 411.25
Alex Spivak - 0 5.0 8.0 8.5 7.5 8.0 8.0 45.0 5.0 11.75 558.13
Erica Wilkins - 0 7.0 - 0 6.0 - 0 6.0 6.4 25.4 - 0 11.35 288.29
Dana Vanderhoek 8.0 7.0 - 0 8.0 - 0 5.5 5.0 33.5 - 0 11.35 380.22
Ashley Castillo 4.0 8.0 - 0 7.5 8.0 4.0 8.5 40.0 - 0 12.15 486.00
Susan Anez - 0 3.0 5.5 - 0 - 0 7.0 7.0 22.5 - 0 12.15 273.38
Dana Ivanowski 4.5 4.0 6.0 - 0 8.5 6.8 - 0 29.8 - 0 11.75 350.15
Maria Alvarez - 0 7.0 4.5 - 0 7.5 7.5 - 0 26.5 - 0 11.35 300.78
Xue Chen 9.0 - 0 9.0 8.0 7.5 8.0 - 0 41.5 1.5 11.35 479.54
Annette Fournier 8.0 - 0 - 0 6.5 5.0 7.5 7.0 34.0 - 0 11.35 385.90
Randy Brown 6.5 - 0 - 0 5.5 4.0 6.0 4.0 26.0 - 0 11.35 295.10
TOTAL 73.5 66.0 90.0 87.5 106.5 117.8 104.9 646.2 29.5 7,706.70

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Excel Student Data Files 2019/EL2C1/VRPay-Oct30.xlsx

Payroll

ViewRite
Payroll
Week Ended: October 30, 2021
Total Overtime Pay Gross
First Name Last Name Sun Mon Tue Wed Thu Fri Sat Hours Hours Rate Pay
Alexis Torres - 0 5.0 7.0 8.0 8.0 9.0 9.5 46.5 6.5 11.75 584.56
Derrick MacLean 8.0 - 0 6.5 8.0 8.0 8.5 9.0 48.0 8.0 11.35 590.20
Priya Singh 8.0 - 0 4.0 8.0 8.0 8.5 4.5 41.0 1.0 11.35 471.03
Emil Fedorov 8.0 8.0 8.0 4.5 8.0 - 0 8.0 44.5 4.5 11.75 549.31
Leslie Sparling - 0 6.0 7.5 8.0 8.0 - 0 8.0 37.5 - 0 12.15 455.63
Irene O'Rourke 4.0 - 0 8.0 - 0 6.5 9.5 7.5 35.5 - 0 13.50 479.25
Ruthann Goldstein 5.5 - 0 8.0 - 0 4.0 7.5 6.0 31.0 - 0 11.75 364.25
Stefan Kominek - 0 6.0 8.0 - 0 8.0 8.5 4.5 35.0 - 0 11.75 411.25
Alex Spivak - 0 5.0 8.0 8.5 7.5 8.0 8.0 45.0 5.0 11.75 558.13
Erica Wilkins - 0 7.0 - 0 5.0 - 0 6.0 6.5 24.5 - 0 11.35 278.08
Dana Vanderhoek 8.0 7.0 - 0 8.0 - 0 5.5 5.0 33.5 - 0 11.35 380.22
Ashley Castillo 4.0 8.0 - 0 7.5 8.0 4.0 8.5 40.0 - 0 12.15 486.00
Susan Anez - 0 3.0 5.5 - 0 - 0 7.0 7.0 22.5 - 0 12.15 273.38
Dana Ivanowski 4.5 4.0 6.0 - 0 8.5 6.8 - 0 29.8 - 0 11.75 350.15
Maria Alvarez - 0 7.0 4.5 - 0 7.5 7.5 - 0 26.5 - 0 11.35 300.78
Xue Chen 8.0 - 0 9.0 8.0 7.5 8.0 - 0 40.5 0.5 11.35 462.51
Annette Fournier 8.0 - 0 - 0 6.5 4.0 7.5 7.0 33.0 - 0 13.25 437.25
Randy Brown 6.5 - 0 - 0 5.5 4.0 6.0 4.0 26.0 - 0 11.35 295.10
TOTAL 72.5 66.0 90.0 85.5 105.5 117.8 103.0 640.3 25.5 7,727.06

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Excel Student Data Files 2019/EL2C2/ACOctVehRpt.xlsx

Claims

AllClaims Insurance Brokers Claim Report Statistics Summary
VEHICLE CLAIMS REPORT FOR OCTOBER 2021
Date of Claim Policy ID Claim No. Auto No. Driver No. Rating Deductible Claim Estimate Repair Shop By Repair Shop No. of Claims Total Estimates
10/1/21 6388569 5410 2 2 2 500 15,241 JFJ Auto Dunbar Auto
10/4/21 4236512 5411 3 3 2 750 5,124 Logans Auto Body JFJ Auto
10/5/21 6974583 5412 1 1 3 1,000 12,451 Logans Auto Body Logans Auto Body
10/6/21 2563845 5413 2 1 4 1,000 6,582 JFJ Auto West Collision
10/7/21 2215473 5414 1 2 2 250 3,475 JFJ Auto
10/9/21 6952384 5415 3 4 4 500 4,800 JFJ Auto JFJ claims exceeding $5 thousand
10/9/21 4668457 5416 3 3 3 1,000 15,653 Logans Auto Body JFJ Auto
10/11/21 8512475 5417 4 3 5 2,000 18,653 West Collision
10/13/21 6984563 5418 2 2 5 1,000 10,475 JFJ Auto JFJ claims for ratings greater than 3
10/13/21 4856972 5419 1 2 4 2,500 14,652 Logans Auto Body JFJ Auto
10/14/21 6845962 5420 1 1 3 500 4,110 Logans Auto Body
10/15/21 8457326 5421 1 1 2 1,000 8,624 West Collision By Rating Avg. Est.
10/19/21 4968532 5422 2 1 2 250 2,510 West Collision 1
10/20/21 5741356 5423 1 4 1 250 1,896 West Collision 2
10/20/21 2486597 5424 1 2 3 750 3,841 JFJ Auto 3
10/21/21 7134586 5425 1 2 2 500 6,253 JFJ Auto 4
10/23/21 4234875 5426 2 3 4 1,000 5,486 Dunbar Auto 5
10/25/21 3894124 5427 4 1 4 2,000 12,986 JFJ Auto By Rating and Driver
10/26/21 6952384 5428 2 3 4 500 2,475 JFJ Auto Rating 2, Driver 1
10/28/21 6845216 5429 3 1 2 250 7,684 Dunbar Auto Rating 3, Driver 1
10/29/21 8663418 5430 2 2 1 500 3,486 Dunbar Auto

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Excel Student Data Files 2019/EL2C2/ACPremiumReview.xlsx

Premium

AllClaims Insurance Brokers
Insurance Policy Premium Review
Policy ID Number of Claims At Fault Claims Current Rating Deductible Claims Cost Estimate Increase Premium? Increase Deductible?
6388569 3 1 2 500.00 16,300.00
4236512 2 1 2 750.00 6,524.00
6974583 1 0 3 1,000.00 10,500.00
2563845 0 0 4 1,000.00 - 0
2215473 0 0 2 250.00 - 0
6952384 2 1 4 500.00 7,275.00
4668457 4 2 3 1,000.00 18,562.00
8512475 3 3 5 2,000.00 21,475.00
6984563 2 1 5 1,000.00 10,500.00
4856972 2 1 4 2,500.00 16,741.00
6845962 1 1 3 500.00 6,475.00
8457326 1 1 2 1,000.00 8,752.00
4968532 1 0 2 250.00 3,150.00
5741356 0 0 1 250.00 - 0
2486597 0 0 3 750.00 - 0
7134586 0 0 2 500.00 - 0
4234875 3 2 4 1,000.00 14,755.00
3894124 0 3 4 2,000.00 - 0
6845216 2 1 2 250.00 19,855.00
8663418 0 0 1 500.00 - 0

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Excel Student Data Files 2019/EL2C2/BillHrsOct4to8.xlsx

Billing

O'Donovan & Sullivan Law Associates
BILLING SUMMARY
OCTOBER 4 TO 8, 2021
File Client Date Attorney Code Billable Hours Hourly Rate Legal Fees Billing Statistics
FL-325 10104 10/4/21 1 26.75 Total Legal Fees Billed by Attorney
EP-652 10106 10/4/21 1 12.10 1 Marty O'Donovan
CL-412 10125 10/4/21 2 33.25 2 Toni Sullivan
IN-745 10210 10/5/21 3 24.25 3 Rosa Martinez
EL-632 10225 10/5/21 3 12.11 4 Kyle Williams
RE-475 10285 10/5/21 4 42.30 TOTAL $ - 0
CL-501 10341 10/6/21 2 15.25
CL-521 10334 10/6/21 2 20.25 Average Billable Hours by Attorney
PL-348 10420 10/6/21 3 25.00 1 Marty O'Donovan
RE-492 10425 10/6/21 4 22.70 2 Toni Sullivan
EL-632 10225 10/7/21 3 23.00 3 Rosa Martinez
PL-512 10290 10/7/21 3 16.20 4 Kyle Williams
IN-745 10210 10/7/21 3 14.50
FL-385 10278 10/7/21 1 24.00 Attorney Code Table
CL-412 10125 10/8/21 2 15.25 Code Attorney Hourly Rate
CL-450 10358 10/8/21 2 23.50 1 Marty O'Donovan 235.00
IN-801 10346 10/8/21 3 14.25 2 Toni Sullivan 225.00
EP-685 10495 10/8/21 3 23.75 3 Rosa Martinez 260.00
RE-501 10384 10/8/21 4 13.75 4 Kyle Williams 240.00
TOTAL 402.16 TOTAL $ - 0

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Excel Student Data Files 2019/EL2C2/DExpansion.xlsx

Expansion

Deering Industries
Building Loan Expansion
Victory Trust Dominion Trust
Interest Rate 5.15% 6.50% annual rate
Amortization 20 15 years for repayment
Loan Amount $ 775,000 $ 775,000 principal amount borrowed
Monthly Payment ($5,179.09) ($6,751.08) includes principal and interest
Monthly Principal Payment (1st payment) payment on principal for the first month of the loan
Total Loan Payments
NOTE: Both payments are calculated based on a constant interest rate and a constant payment.

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Excel Student Data Files 2019/EL2C2/JTutorProgressRpt.xlsx

StudentProgress

Math by Janelle Tutoring Service
Student Progress Report
Student Name Week 1 Week 2 Week 3 Week 4 Total Progress Statement
Dana Rosenthal 38 41 42 46 41.8
Kelsey Williams 75 82 66 72 73.8
Hilary Corbet 81 75 62 58 69.0
Jose Alvarez 67 72 65 78 70.5
Linden Porter 42 51 40 60 48.3
Carl Quenneville 65 44 72 61 60.5
Andrea Desmond 55 48 60 50 53.3
Kylie Winters 82 90 78 85 83.8
Lindsay Cortez 85 93 88 97 90.8

ProgressComments

Score 0 50 60 70 80 90
Grade Remediate Incomplete Keep Working Well Done Excellent Effort Outstanding

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Excel Student Data Files 2019/EL2C2/PBMSales.xlsx

Franchise

Pizza by Mario 2021 Franchise Sales
Store City State Year Est. Sales Royalty % Royalty Fee Franchise Statistics Section
101 Detroit Michigan 2005 652,458
102 Detroit Michigan 2005 466,153
103 Flint Michigan 2005 324,965
104 Ann Arbor Michigan 2006 652,146
105 Ann Arbor Michigan 2006 378,458
106 Kalamazoo Michigan 2006 528,346
107 Port Huron Michigan 2006 345,892
108 Toledo Ohio 2006 653,485
109 Toledo Ohio 2006 354,268
110 Toledo Ohio 2007 554,213
111 Akron Ohio 2007 461,853
112 Cincinatti Ohio 2008 512,463
113 Madison Wisconsin 2008 325,496
114 Madison Wisconsin 2008 745,865
115 Milwaukee Wisconsin 2011 451,236 Franchise Royalty Rate Table
116 Milwaukee Wisconsin 2011 554,168 Royalty payment to head office based on sales
117 Milwaukee Wisconsin 2011 653,856 300,000 1%
118 Cedar Rapids Iowa 2012 541,285 400,000 2%
119 Cedar Rapids Iowa 2012 347,856 500,000 3%
120 Cedar Rapids Iowa 2014 568,457 600,000 4%
121 Des Moines Iowa 2014 641,257 700,000 5%
122 Lansing Michigan 2015 347,865 800,000 6%
123 Green Bay Wisconsin 2017 401,588
124 Columbus Ohio 2018 504,796
125 Davenport Iowa 2018 310,496
126 Livonia Michigan 2020 314,698
TOTAL SALES AND ROYALTY FEES 12,593,619 - 0

Franchisees pay a royalty fee calculated as a percent of sales. The percentage charged is the rate that is closest to the sales value without going over. Example: Gross Sales = 530,000; Royalty is 3% of 530,000.

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Excel Student Data Files 2019/EL2C2/PrecisionPrices.xlsx

Price List

Precision Design and Packaging
Bulk Container Products Price List Discount Table
Model Number Description Discount Category List Price Discount Net Price Discount Category Discount Percent
PD-1140 Gaylord with lid A 18.67 A 10%
PD-2185 Premium Gaylord with lid C 22.50 B 12%
PD-1150 Gaylord bottom B 14.53 C 14%
PD-1155 Gaylord lid D 5.25 D 16%
PD-3695 Telescoping top and bottom A 18.54 E 20%
PD-3698 Telescoping bottom A 17.65
PD-3699 Telescoping top A 17.65
PD-4100 Additional lids for telescoping containers D 9.88
PD-4200 "D" 4 piece container A 7.75
PD-4415 "EO" container A 8.25
PD-5367 "EH" container A 12.75
PD-6418 "E" container A 17.54
PD-7459 Economy R.S.C. E 8.56
PD-8854 Premium R.S.C. C 18.17
PD-9101 Corrugated pads 15 x 15 E 1.10
PD-9105 Corrugated pads 20 x 12 E 1.14
PD-9110 Corrugated pads 24 x 18 E 1.17
PD-9115 Corrugated pads 30 x 30 E 1.09

NOTE: Use this price list for U.S. and Canadian orders only. Refer international customers to Bianca Santini for price quotations.

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Excel Student Data Files 2019/EL2C2/PrecisionWarehouse.xlsx

Loan

Precision Design and Packaging
Proposed New Warehouse Construction
Financing through NewVentures Capital Inc.
Quoted interest rate per annum 7.75%
Amortization period in years 18
Principal amount to be borrowed $ 1,750,000
Monthly loan payment
Principal portion of first loan payment
Principal portion of last loan payment
Total cost of loan

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Excel Student Data Files 2019/EL2C2/RSROctLabor.xlsx

Labor

Hourly Rate Chart
RSR Computer Services Description Code Rate
Labor Cost Report Technician 1 1 $ 28.50
Technician 2 2 $ 35.00
In-Home Computer Service Billings Technician 3 3 $ 46.75
Date Work Order Number Hours Logged Technician Code Hourly Rate WO Labor Cost Labor Cost Statistics
10/1/21 IH-90010 2.25 1 Calls Total
10/2/21 IH-90011 3.75 3 By Technician Code Billed Labor
10/4/21 IH-90012 1.50 1 Technician 1
10/6/21 IH-90013 2.75 1 Technician 2
10/8/21 IH-90014 3.00 3 Technician 3
10/9/21 IH-90015 4.25 2
10/12/21 IH-90016 3.75 2 Technician 3 calls over 3 hours
10/13/21 IH-90017 2.25 1 Technician 3
10/15/21 IH-90018 1.50 2
10/16/21 IH-90019 2.25 1 Average
10/18/21 IH-90020 2.75 3 By Technician Code Labor
10/21/21 IH-90021 4.50 1 Technician 1
10/22/21 IH-90022 5.25 1 Technician 2
10/26/21 IH-90023 3.25 3 Technician 3
10/27/21 IH-90024 2.75 3
10/30/21 IH-90025 5.50 2
TOTAL LABOR COST 51.25

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Excel Student Data Files 2019/EL2C2/VRSalCost.xlsx

S & B Costs

ViewRite
Head Office Salaried Employees
Salary and Benefit Costs
Full-Time/ Health Dental BENEFIT COSTS Total Salary +
Part-Time Plan Plan Salary Pension Health Dental Benefits Benefits
Terri Burkowski FT Family Declined 86,241.00 - 0 86,241.00
Beatriz Santiago FT Single Single 69,200.00 - 0 69,200.00
Aram Haji FT Declined Declined 69,400.00 - 0 69,400.00
Sam Quinn FT Single Single 59,400.00 - 0 59,400.00
Gerri Kinnear PT Family Family 38,400.00 - 0 38,400.00
Andrea Ruiz PT Family Declined 39,400.00 - 0 39,400.00
Martina Tisdale PT Single Declined 46,600.00 - 0 46,600.00
Carl Wisenberg FT Declined Declined 49,900.00 - 0 49,900.00
Chen Zhao FT Declined Single 47,004.00 - 0 47,004.00
TOTAL 505,545.00 - 0 - 0 - 0 - 0 505,545.00

Bonus

ViewRite
North Division Employees
Bonus Calculation
Sales Bonus % Bonus Total
Ferreira Aaron 546,789 - 0 546,789.00
Wilson Hilary 457,895 - 0 457,895.00
Schmidt Victor 897,453 - 0 897,453.00
Boscovic Daniel 479,999 - 0 479,999.00
Armstrong Venkat 987,215 - 0 987,215.00
Jensen Dana 496,325 - 0 496,325.00
Fletcher Gene 756,124 - 0 756,124.00
Marsales Alexander 358,945 - 0 358,945.00
Torrez Abelard 654,789 - 0 654,789.00
Hammond Daniel 165,789 - 0 165,789.00
Armstrong Sam 499,854 - 0 499,854.00
6,301,177 - 0 6,301,177.00

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Excel Student Data Files 2019/EL2C2/WPMCCardioCosts.xlsx

Surgery Costs

Wellington Park Medical Center
Division of Cardiology
Adult Cardiac Surgery Costs
Month: October Surgeon: Novak
Patient Number Patient Last Name Patient First Name Surgery Code Days in Hospital Surgery Fee Valve Cost Postoperative Hospital Cost Total Cost
60334124 Wagner Sara MRP 7
60334567 Gonzalez Hector ARP 10
60398754 Vezina Paula ABP 5
60347821 Dowling Jager MRT 11
60328192 Ashman Carl ARP 4
60321349 Kaiser Lana ART 12
60398545 Van Bomm Emile ABP 7
60342548 Youngblood Frank ABP 6
60331569 Lorimar Hannah MRT 8
60247859 Peterson Mark ART 9
60158642 O'Connor Terry ABP 7
60458962 Jenkins Esther MRP 9
68521245 Norfolk Leslie ABP 8
63552158 Adams-Wiley Susan MRT 6
68451278 Estevez Stefan ARP 6
Postoperative hospital cost per day: $ 1,500.00 Total Cost:
Aortic or mitral valve cost: $ 1,275.00
Surgery Code Surgery Fee Surgery Procedure
ABP 8,820 Artery Bypass
ARP 8,876 Aortic Valve Repair
ART 10,190 Aortic Valve Replacement
MRP 9,325 Mitral Valve Repair
MRT 10,240 Mitral Valve Replacement

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Excel Student Data Files 2019/EL2C3/BillSumOctWk1.xlsx

Wk 1

O'Donovan & Sullivan Law Associates
Associate Billing Summary
October 4 to 8, 2021
File Client Date Client Name Attorney FName Attorney LName Area Billable Hours Rate
FL-325 10104 10/4/21 Joseph Ferreira Marty O'Donovan Divorce 6.75 205.00
EP-652 10106 10/4/21 Robert Kolcz Marty O'Donovan Wills 3.25 205.00
CL-412 10125 10/4/21 Hilary Schmidt Toni Sullivan Corporate 5.25 250.00
IN-745 10210 10/5/21 Victor Boscovic Rosa Martinez Insurance 4.25 325.00
EL-632 10225 10/5/21 Daniel Armstrong Rosa Martinez Employment 3.25 325.00
RE-475 10285 10/5/21 Penny Cooke Kyle Williams Real Estate 2.75 250.00
PL-348 10420 10/6/21 Alexander Torrez Rosa Martinez Patent 5.00 325.00
CL-501 10341 10/6/21 Dana Fletcher Toni Sullivan Employment 5.25 195.00
CL-521 10334 10/6/21 Gene Marsales Toni Sullivan Corporate 4.25 195.00
RE-492 10425 10/6/21 Jean Sauve Kyle Williams Real Estate 3.25 250.00
EL-632 10225 10/7/21 Daniel Armstrong Rosa Martinez Employment 4.50 325.00
PL-512 10290 10/7/21 Sam Tonini Rosa Martinez Pension 3.75 325.00
IN-745 10210 10/7/21 Victor Boscovic Rosa Martinez Insurance 4.50 325.00
FL-385 10278 10/7/21 Lana Moore Marty O'Donovan Separation 5.25 205.00
CL-412 10125 10/8/21 Hilary Schmidt Toni Sullivan Corporate 5.25 195.00
IN-801 10346 10/8/21 Paul Sebastian Rosa Martinez Insurance 4.25 325.00
EP-685 10495 10/8/21 Frank Kinsela Rosa Martinez Estate 3.75 325.00
CL-412 10125 10/8/21 Hilary Schmidt Toni Sullivan Corporate 5.25 195.00
CL-450 10358 10/8/21 Henri Poissant Toni Sullivan Corporate 3.50 195.00
RE-501 10384 10/8/21 Jade Eckler Kyle Williams Real Estate 4.50 250.00

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Excel Student Data Files 2019/EL2C3/NuTrendsMktPlans.xlsx

Marketing

NuTrends Market Research
First Quarter Marketing Plans Planned Expenditures
ClientID Client Consultant Mktg Plan Budget Campaign Start Date 1st Month 2nd Month 3rd Month
DM-341 Deering Industries Debbie Morenz 358000 2/1/21 100000 200000 58000
YR-125 Precision Design and Packaging Yolanda Robertson 542000 1/5/21 150000 250000 142000
YR-133 Real Photography Yolanda Robertson 1586000 1/12/21 500000 500000 586000
YR-166 Dollar Wise Financial Services Yolanda Robertson 754000 2/1/21 300000 254000 200000
DM-412 Macadam Realty Debbie Morenz 496000 3/1/21 196000 200000 100000
DM-652 Cedarview Construction Debbie Morenz 2100000 3/22/21 750000 750000 600000
YR-316 Capstan Marine Products Yolanda Robertson 543000 2/15/21 143000 200000 200000
PT-124 Northwest Supplies and Production Pietr Tomascz 386000 2/8/21 100000 186000 100000
PT-783 Evergreen Products Pietr Tomascz 574000 3/8/21 250000 250000 74000
DM-643 Vantage Printing Debbie Morenz 285000 1/19/21 125000 125000 35000
PT-532 AllClaims Insurance Brokers Pietr Tomascz 845000 1/5/21 200000 400000 245000
YR-487 Pizza by Mario Yolanda Robertson 280000 3/8/21 80000 150000 50000
DM-762 O'Donovan & Sullivan Law Associates Debbie Morenz 112000 3/15/21 52000 30000 30000

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Excel Student Data Files 2019/EL2C3/VRSeries.xlsx

TV

ViewRite
TV Series Collection
Stock No. Title Season No./Episodes Year Aired Genre DVD Blu-ray Download Multiformat Price Current Discount
CV-1001 Once Upon a Time S3 E22 2013-14 Drama Yes Yes Yes Yes 34.99 10%
CV-1002 Once Upon a Time S4 E22 2014-15 Drama Yes Yes Yes Yes 39.99
CV-1003 Once Upon a Time S5 E22 2015-16 Drama Yes Yes Yes Yes 39.99
CV-1004 The Big Bang Theory S8 E24 2014-15 Comedy Yes Yes Yes Yes 28.99 7%
CV-1005 The Big Bang Theory S9 E24 2015-16 Comedy Yes Yes Yes Yes 32.99
CV-1006 The Big Bang Theory S10 E24 2016-17 Comedy Yes Yes Yes Yes 32.99
CV-1007 Doctor Who S8 E12 2014 Sci-Fi Yes Yes No No 69.99 7%
CV-1008 Modern Family S5 E24 2013-14 Comedy Yes No Yes Yes 19.99 10%
CV-1009 Modern Family S6 E24 2014-15 Comedy Yes No Yes Yes 19.99 10%
CV-1010 Modern Family S7 E24 2015-16 Comedy Yes No Yes Yes 24.99
CV-1011 Modern Family S8 E24 2016-17 Comedy Yes No Yes Yes 24.99
CV-1012 Gotham S2 E22 2015-16 Drama Yes Yes Yes Yes 32.99 7%
CV-1013 Grey's Anatomy S10 E24 2013-14 Drama No No Yes No 20.99 10%
CV-1014 Grey's Anatomy S11 E25 2014-15 Drama No No Yes No 20.99
CV-1015 Parks and Recreation S6 E22 2013-14 Comedy No No Yes No 12.99 10%
CV-1016 Parks and Recreation S7 E13 2014-15 Comedy No No Yes No 25.99
CV-1017 NCIS S11 E24 2013-14 Drama Yes Yes Yes Yes 30.99 10%
CV-1018 NCIS S12 E24 2014-15 Drama Yes Yes Yes Yes 34.99
CV-1019 NCIS S13 E24 2015-16 Drama Yes Yes Yes Yes 49.99
CV-1020 Suits S1 E12 2011 Drama Yes No No No 32.99
CV-1021 Suits S2 E12 2012-13 Drama No Yes Yes Yes 34.99 10%
CV-1022 Suits S3 E12 2013-14 Drama No Yes Yes Yes 34.99
CV-1023 Criminal Minds S10 E23 2014-15 Thriller/Drama No Yes Yes Yes 24.99
CV-1024 Criminal Minds S11 E22 2015-16 Thriller/Drama No Yes Yes Yes 24.99
CV-1011 Modern Family S8 E24 2016-17 Comedy Yes No Yes Yes 24.99

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Excel Student Data Files 2019/EL2C3/WPMCallList.xlsx

Relief Call List

Wellington Park Medical Center
Nursing Division Casual Relief Call List
Payroll No. Name Designation Hire Date Telephone OR Exp? Day Shift Only? Night Shift Only? Either Shift? Hourly Rate
14586 Alma Fernandez LPN 8/3/97 612-555-7412 Yes No No Yes 22.75
19658 Paula Sanderson RN 4/28/00 612-555-3485 No No No Yes 44.50
37944 Fernando Este RN 7/18/05 612-555-4545 No No No Yes 28.50
38642 Tania Ravi RN 6/22/02 612-555-6969 Yes Yes No Weekends only 44.50
45968 David Featherstone RN 9/9/01 612-555-5961 No No No Yes 41.00
46956 Orlando Zambian RN 11/10/01 612-555-1186 No Yes No No 41.00
48652 Dana Casselman LPN 10/15/97 612-555-6325 Yes No No Yes 22.75
56983 Amanda Sanchez RN 4/27/99 612-555-4896 Yes No Yes No 39.00
58612 Savana Ruiz RN 4/15/12 612-555-8457 Yes No Yes Weekends only 28.50
68429 Rene Quenneville RN 8/15/14 612-555-4663 Yes Yes No Weekends only 28.50
68475 Kelly O'Brien LPN 1/20/12 612-555-6344 No Yes No Weekends only 19.75
69417 Denis LaPierre RN 8/23/07 612-555-8643 No No Yes No 28.50
78452 Terry Mason RN 10/8/20 612-555-1279 Yes No Yes No 44.50
78647 Jay Bjorg RN 5/14/12 612-555-6598 No No No Yes 28.50
85412 Kelly Lund LPN 11/19/98 612-555-3684 No Yes No Weekends only 21.75
89367 Xiu Zheng LPN 4/23/06 612-555-7383 Yes Yes No No 24.75
90467 Nadir Abouzeen LPN 8/12/08 952-555-9023 No No No Yes 20.50
95558 Sam Vargas RN 3/2/09 612-555-4571 No No No Yes 28.50
96523 Lynn Pietre RN 10/22/99 952-555-2548 Yes Yes No Weekends only 41.00
96721 Noreen Kalir RN 4/1/10 612-555-1876 Yes Yes No No 27.50
98364 Lana Bourne LPN 7/15/08 612-555-9012 Yes Yes No No 21.50
98731 Zail Singh RN 5/6/15 612-555-3561 Yes Yes No No 28.50

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Excel Student Data Files 2019/EL2C4/BillingSummary3Q.xlsx

3Q

O'Donovan & Sullivan Law Associates
Associate Billing Summary
October - December 2021
File Client Date Last Name First Name Attorney FName Attorney LName Area Billable Hours Rate Fees Due
FL-325 A10104 10/4/21 Ferreira Joseph Marty O'Donovan Divorce 6.75 205.00 1,383.75
EP-652 A10106 10/4/21 Kolcz Robert Marty O'Donovan Wills 3.25 205.00 666.25
CL-412 A10125 10/5/21 Schmidt Hilary Toni Sullivan Corporate 5.25 195.00 1,023.75
IN-745 B10210 10/5/21 Boscovic Victor Rosa Martinez Corporate 4.25 250.00 1,062.50
EL-632 A10225 10/5/21 Armstrong Daniel Rosa Martinez Employment 3.25 250.00 812.50
RE-475 A10285 10/6/21 Cooke Penny Kyle Williams Real Estate 2.75 205.00 563.75
CL-521 A10334 10/6/21 Marsales Gene Toni Sullivan Corporate 4.25 195.00 828.75
CL-501 A10341 10/6/21 Fletcher Dana Toni Sullivan Corporate 5.25 195.00 1,023.75
PL-348 B10420 10/7/21 Torrez Alexander Rosa Martinez Corporate 5.00 250.00 1,250.00
RE-492 A10425 10/8/21 Sauve Jean Kyle Williams Real Estate 3.25 250.00 812.50
CL-412 A10125 10/8/21 Schmidt Hilary Toni Sullivan Corporate 5.25 195.00 1,023.75
IN-745 B10210 10/11/21 Boscovic Victor Rosa Martinez Corporate 4.50 250.00 1,125.00
EL-632 A10225 10/11/21 Armstrong Daniel Rosa Martinez Employment 4.50 250.00 1,125.00
FL-385 A10278 10/11/21 Moore Lana Marty O'Donovan Divorce 5.25 325.00 1,706.25
PL-512 A10290 10/13/21 Tonini Sam Rosa Martinez Wills 3.75 250.00 937.50
IN-801 A10346 10/15/21 Sebastian Paul Rosa Martinez Corporate 4.25 250.00 1,062.50
CL-450 A10358 10/18/21 Poissant Henri Toni Sullivan Corporate 3.50 195.00 682.50
RE-501 A10384 10/19/21 Eckler Jade Kyle Williams Real Estate 4.50 205.00 922.50
EP-685 A10495 10/20/21 Kinsela Frank Rosa Martinez Estate 3.75 250.00 937.50
RE-522 A10512 10/21/21 Melanson Connie Kyle Williams Real Estate 2.50 195.00 487.50
PL-348 B10420 10/22/21 Torrez Alexander Rosa Martinez Corporate 2.25 250.00 562.50
IN-745 B10210 10/25/21 Boscovic Victor Rosa Martinez Corporate 1.75 250.00 437.50
FL-325 A10104 10/26/21 Ferreira Joseph Marty O'Donovan Divorce 5.75 250.00 1,437.50
FL-325 A10104 10/27/21 Ferreira Joseph Marty O'Donovan Divorce 6.75 325.00 2,193.75
EP-652 A10106 10/29/21 Kolcz Robert Marty O'Donovan Wills 3.25 205.00 666.25
CL-412 A10125 10/29/21 Schmidt Hilary Toni Sullivan Corporate 5.25 205.00 1,076.25
IN-745 B10210 11/1/21 Boscovic Victor Rosa Martinez Corporate 4.25 250.00 1,062.50
EL-632 A10225 11/1/21 Armstrong Daniel Rosa Martinez Employment 3.25 250.00 812.50
RE-475 A10285 11/2/21 Cooke Penny Kyle Williams Real Estate 4.50 250.00 1,125.00
CL-521 A10334 11/5/21 Marsales Gene Toni Sullivan Corporate 5.25 195.00 1,023.75
CL-501 A10341 11/8/21 Fletcher Dana Toni Sullivan Corporate 3.75 195.00 731.25
PL-348 B10420 11/12/21 Torrez Alexander Rosa Martinez Corporate 4.25 200.00 850.00
RE-492 A10425 11/15/21 Sauve Jean Kyle Williams Real Estate 3.50 190.00 665.00
CL-412 A10125 11/16/21 Schmidt Hilary Toni Sullivan Corporate 4.50 175.00 787.50
IN-745 B10210 11/19/21 Boscovic Victor Rosa Martinez Corporate 3.75 200.00 750.00
EL-632 A10225 11/23/21 Armstrong Daniel Rosa Martinez Employment 4.50 200.00 900.00
FL-385 A10278 11/23/21 Moore Lana Marty O'Donovan Divorce 5.25 185.00 971.25
PL-512 A10290 11/26/21 Tonini Sam Rosa Martinez Wills 3.50 200.00 700.00
IN-801 A10346 11/29/21 Sebastian Paul Rosa Martinez Corporate 4.50 200.00 900.00
CL-450 A10358 12/3/21 Poissant Henri Toni Sullivan Corporate 3.75 175.00 656.25
RE-501 A10384 12/6/21 Eckler Jade Kyle Williams Real Estate 2.50 190.00 475.00
EP-685 A10495 12/7/21 Kinsela Frank Rosa Martinez Estate 2.25 200.00 450.00
RE-522 A10512 12/13/21 Melanson Connie Kyle Williams Real Estate 1.75 175.00 306.25
PL-348 B10420 12/14/21 Torrez Alexander Rosa Martinez Corporate 2.25 200.00 450.00
IN-745 B10210 12/17/21 Boscovic Victor Rosa Martinez Corporate 1.75 200.00 350.00
FL-325 A10104 12/20/21 Ferreira Joseph Marty O'Donovan Divorce 5.75 185.00 1,063.75

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Excel Student Data Files 2019/EL2C4/HROctSales.xlsx

Oct

Hillsdale Realtors
October Sales and Commissions
Sale Date Listing # Agent Last Name Property Type City Sale Price Commission
10/1/21 282715 Fernandez Single family home Phoenix $ 325,500 $ 11,392.50
10/4/21 315825 O'Brien Townhome Phoenix $ 174,900 $ 6,121.50
10/5/21 458215 O'Brien Single family home Mesa $ 225,500 $ 7,892.50
10/6/21 351245 Youngblood Single family home Chandler $ 325,500 $ 11,392.50
10/8/21 312548 Williamson Townhome Mesa $ 165,800 $ 5,803.00
10/9/21 291524 Fernandez Single family home Phoenix $ 425,800 $ 14,903.00
10/11/21 263412 Youngblood Single family home Phoenix $ 375,800 $ 13,153.00
10/12/21 254853 O'Brien Townhome Chandler $ 341,500 $ 11,952.50
10/13/21 302154 Fernandez Townhome Chandler $ 225,600 $ 7,896.00
10/15/21 311452 Youngblood Condominium Phoenix $ 349,900 $ 12,246.50
10/16/21 302785 O'Brien Single family home Glendale $ 425,675 $ 14,898.63
10/19/21 268457 O'Brien Condominium Glendale $ 225,400 $ 7,889.00
10/20/21 316548 Youngblood Condominium Phoenix $ 345,100 $ 12,078.50
10/22/21 315863 Fernandez Single family home Glendale $ 455,700 $ 15,949.50
10/22/21 294563 O'Brien Condominium Glendale $ 415,000 $ 14,525.00
10/23/21 288451 Fernandez Townhome Chandler $ 385,000 $ 13,475.00
10/25/21 275143 Fernandez Single family home Mesa $ 275,500 $ 9,642.50
10/26/21 311148 Youngblood Single family home Mesa $ 345,750 $ 12,101.25
10/27/21 325984 Youngblood Condominium Chandler $ 285,900 $ 10,006.50
10/29/21 246845 Youngblood Single family home Phoenix $ 545,200 $ 19,082.00
10/30/21 334567 O'Brien Single family home Phoenix $ 475,800 $ 16,653.00
10/30/21 266845 Fernandez Condominium Chandler $ 325,000 $ 11,375.00
10/30/21 254836 Youngblood Condominium Mesa $ 275,800 $ 9,653.00

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Excel Student Data Files 2019/EL2C4/JuneEntries.xlsx

AttendanceSummary

National Park Service
U.S. Department of the Interior
Jun 2021
Attendance Summary
Southwest Region, Zone C
Day Entries Day Entries
1 17
2 18
3 19
4 20
5 21
6 22
7 23
8 24
9 25
10 26
11 27
12 28
13 29
14 30
15
16

BryceCanyon

Bryce Canyon National Park
Utah
http://www.nps.gov/brca
Jun 2021
Private Vehicle and Individual Entrances Only
Day Entries Day Entries
1 40 17 68
2 55 18 30
3 35 19 47
4 31 20 40
5 56 21 65 Source: National Park Service, U.S. Department of the Interior
6 32 22 79
7 22 23 58
8 25 24 65
9 45 25 40
10 19 26 55
11 25 27 58
12 65 28 66
13 24 29 87
14 30 30 72
15 33
16 42
http://www.nps.gov/brca

GrandCanyon

Grand Canyon National Park
Arizona
http://www.nps.gov/grca
Jun 2021
Private Vehicle and Individual Entrances Only
Day Entries Day Entries
1 163 17 175
2 125 18 201
3 130 19 212 Source: National Park Service, U.S. Department of the Interior
4 145 20 288
5 118 21 196
6 124 22 260
7 124 23 230
8 150 24 242
9 172 25 250
10 186 26 291
11 180 27 310
12 166 28 325
13 175 29 389
14 185 30 341
15 155
16 196
http://www.nps.gov/grca

MesaVerde

Mesa Verde National Park
Colorado
http://www.nps.gov/meve
Jun 2021
Private Vehicle and Individual Entrances Only
Day Entries Day Entries
1 68 17 71
2 90 18 75
3 75 19 55 Source: National Park Service, U.S. Department of the Interior
4 102 20 61
5 112 21 62
6 92 22 55
7 58 23 69
8 62 24 78
9 65 25 90
10 58 26 85
11 52 27 102
12 69 28 125
13 32 29 112
14 38 30 124
15 47
16 61
http://www.nps.gov/meve

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Excel Student Data Files 2019/EL2C4/MayEntries.xlsx

AttendanceSummary

National Park Service
U.S. Department of the Interior
May 2021
Attendance Summary
Southwest Region, Zone C
Private Vehicle and Individual Entrances Only

BryceCanyon

Bryce Canyon National Park
Utah
http://www.nps.gov/brca
May 2021
Private Vehicle and Individual Entrances Only
Day Entries Day Entries
1 40 17 68
2 55 18 30
3 35 19 47
4 30 20 40
5 56 21 65 Source: National Park Service, U.S. Department of the Interior
6 32 22 79
7 22 23 58
8 25 24 65
9 46 25 44
10 19 26 55
11 25 27 58
12 65 28 68
13 24 29 88
14 30 30 72
15 33 31 91
16 42
http://www.nps.gov/brca

GrandCanyon

Grand Canyon National Park
Arizona
http://www.nps.gov/grca
May 2021
Private Vehicle and Individual Entrances Only
Day Entries Day Entries
1 163 17 175
2 125 18 201
3 130 19 212 Source: National Park Service, U.S. Department of the Interior
4 145 20 288
5 118 21 196
6 122 22 250
7 124 23 230
8 150 24 242
9 170 25 250
10 186 26 290
11 180 27 310
12 166 28 325
13 170 29 388
14 185 30 341
15 155 31 401
16 196
http://www.nps.gov/grca

MesaVerde

Mesa Verde National Park
Colorado
http://www.nps.gov/meve
May 2021
Private Vehicle and Individual Entrances Only
Day Entries Day Entries
1 68 17 71
2 90 18 75
3 75 19 55 Source: National Park Service, U.S. Department of the Interior
4 102 20 61
5 112 21 62
6 92 22 55
7 58 23 68
8 62 24 78
9 65 25 90
10 58 26 85
11 52 27 101
12 68 28 125
13 31 29 112
14 38 30 125
15 47 31 128
16 60
http://www.nps.gov/meve

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Excel Student Data Files 2019/EL2C4/MayGroupSales.xlsx

AttendanceSummary

National Park Service
U.S. Department of the Interior
May 2021
Attendance Summary
Southwest Region, Zone C
Commercial Tour Vehicles Only 15,069

BryceCanyon

Bryce Canyon National Park
Utah
http://www.nps.gov/brca
May 2021
Commercial Tour Vehicles Only
Day Entries Day Entries
1 81 17 156
2 55 18 260
3 30 19 78
4 35 20 52
5 185 21 78 Source: National Park Service, U.S. Department of the Interior
6 62 22 78
7 75 23 52
8 81 24 52
9 210 25 26
10 350 26 0
11 79 27 156
12 15 28 260
13 62 29 312
14 35 30 312
15 28 31 260
16 60
Note: Group size is determined by vehicle seating capacity and not by actual number of people.
http://www.nps.gov/brca

GrandCanyon

Grand Canyon National Park
Arizona
http://www.nps.gov/grca
May 2021
Commercial Tour Vehicles Only
Day Entries Day Entries
1 155 17 624
2 68 18 130
3 82 19 78 Source: National Park Service, U.S. Department of the Interior
4 91 20 78
5 137 21 52
6 185 22 52
7 210 23 26
8 384 24 130
9 255 25 234
10 85 26 260
11 94 27 260
12 145 28 520
13 385 29 520
14 275 30 624
15 540 31 520
16 558
Note: Group size is determined by vehicle seating capacity and not by actual number of people.
http://www.nps.gov/grca

MesaVerde

Mesa Verde National Park
Colorado
http://www.nps.gov/meve
May 2021
Commercial Tour Vehicles Only
Day Entries Day Entries
1 82 17 130
2 55 18 156
3 84 19 130 Source: National Park Service, U.S. Department of the Interior
4 38 20 78
5 46 21 78
6 95 22 52
7 97 23 52
8 82 24 130
9 85 25 130
10 68 26 260
11 77 27 260
12 65 28 78
13 45 29 312
14 38 30 312
15 185 31 312
16 125
Note: Group size is determined by vehicle seating capacity and not by actual number of people.
http://www.nps.gov/meve

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Excel Student Data Files 2019/EL2C4/NADQ1Fees.xlsx

FeeSummary

NewAge Dental Services
Fee Revenue Summary

Popovich

K. Popovich
January February March Total
General Examinations $ 2,175.44 $ 1,575.44 $ 1,947.52 $ 5,698.40
Cleanings and Fillings 4,175.58 3,115.58 2,596.52 9,887.68
Teeth Whitening 2,568.45 3,141.25 3,845.77 9,555.47
Bonding 3,535.64 4,055.25 4,858.58 12,449.47
Porcelain Veneers 6,174.21 4,185.67 4,171.52 14,531.40
Crowns and Bridges 1,586.52 5,167.63 3,848.57 10,602.72
Full and Partial Dentures 2,187.45 3,175.48 6,123.85 11,486.78
Emergency Extractions 1,345.50 1,135.85 1,185.40 3,666.75
Root Canals 2,352.42 1,902.75 3,514.25 7,769.42
Total $ 26,101.21 $ 27,454.90 $ 32,091.98 $ 85,648.09

Vanket

W. Vanket
January February March Total
General Examinations $ 1,875.46 $ 1,786.45 $ 1,799.48 $ 5,461.39
Cleanings and Fillings 3,413.65 2,875.42 2,685.42 8,974.49
Teeth Whitening 1,475.45 4,152.44 1,885.42 7,513.31
Bonding 1,754.23 2,158.00 1,785.41 5,697.64
Porcelain Veneers - 0 - 0 - 0 - 0
Crowns and Bridges 2,145.75 3,443.85 2,685.07 8,274.67
Full and Partial Dentures 3,354.75 2,675.84 4,115.75 10,146.34
Emergency Extractions 800.00 1,455.47 1,115.63 3,371.10
Root Canals 800.00 1,885.45 2,145.74 4,831.19
Total $ 15,619.29 $ 20,432.92 $ 18,217.92 $ 54,270.13

Jones

S. Jones
January February March Total
General Examinations $ 1,622.57 $ 2,323.52 $ 2,062.45 $ 6,008.54
Cleanings and Fillings 4,344.75 5,324.37 4,124.48 13,793.60
Teeth Whitening - 0 - 0 - 0 - 0
Bonding 2,844.74 3,347.75 3,075.34 9,267.83
Porcelain Veneers - 0 - 0 - 0 - 0
Crowns and Bridges 3,544.00 4,323.85 2,884.43 10,752.28
Full and Partial Dentures 4,364.85 5,374.32 3,945.53 13,684.70
Emergency Extractions 1,454.74 1,513.66 2,968.40
Root Canals 2,303.78 2,673.22 4,977.00
Total $ 20,479.43 $ 20,693.81 $ 20,279.11 $ 61,452.35

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Excel Student Data Files 2019/EL2C4/PBMSales_Profits.xlsx

Franchise

Pizza by Mario 2021 Franchise Sales
Store City State Year Est. Gross Sales Net Income % of Sales
101 Detroit Michigan 2005 652,458 160,115 24.5%
102 Detroit Michigan 2005 466,153 112,540 24.1%
103 Flint Michigan 2006 324,965 82,375 25.3%
104 Ann Arbor Michigan 2007 652,146 166,050 25.5%
105 Ann Arbor Michigan 2007 378,458 92,610 24.5%
106 Kalamazoo Michigan 2007 528,346 130,250 24.7%
107 Port Huron Michigan 2008 345,892 88,965 25.7%
108 Toledo Ohio 2008 653,485 167,458 25.6%
109 Toledo Ohio 2008 354,268 90,525 25.6%
110 Toledo Ohio 2009 554,213 133,553 24.1%
111 Akron Ohio 2009 461,853 110,258 23.9%
112 Cincinnati Ohio 2010 512,463 117,653 23.0%
113 Madison Wisconsin 2010 325,496 80,450 24.7%
114 Madison Wisconsin 2010 745,865 195,635 26.2%
115 Milwaukee Wisconsin 2012 451,236 118,457 26.3%
116 Milwaukee Wisconsin 2012 554,168 130,200 23.5%
117 Milwaukee Wisconsin 2012 653,856 166,352 25.4%
118 Cedar Rapids Iowa 2013 541,285 142,875 26.4%
119 Cedar Rapids Iowa 2013 347,856 80,357 23.1%
120 Cedar Rapids Iowa 2015 568,457 137,865 24.3%
121 Des Moines Iowa 2015 641,257 155,238 24.2%
122 Lansing Michigan 2016 347,865 66,370 19.1%
123 Green Bay Wisconsin 2018 401,588 66,200 16.5%
124 Columbus Ohio 2019 504,796 111,055 22.0%
125 Davenport Iowa 2019 310,496 53,370 17.2%
126 Livonia Michigan 2020 314,698 66,087 21.0%

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Excel Student Data Files 2019/EL2C4/PFQ1.xlsx

Qtr1

Premium Fitness Equipment Sales Ltd.
North American Division
Quarter 1 Sales
Region Total
North 195,275
Central 175,347
South 195,875
West 240,452
East 245,875
Total 1,052,824

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Excel Student Data Files 2019/EL2C4/PFQ2.xlsx

Qtr2

Premium Fitness Equipment Sales Ltd.
North American Division
Quarter 2 Sales
Region Total
North 193,268
Central 172,684
South 198,327
West 241,874
East 240,548
Total 1,046,701

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Excel Student Data Files 2019/EL2C4/PFQ3.xlsx

Qtr3

Premium Fitness Equipment Sales Ltd.
North American Division
Quarter 3 Sales
Region Total
North 193,275
Central 177,956
South 201,457
West 245,845
East 250,475
Total 1,069,008

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Excel Student Data Files 2019/EL2C4/PFQ4.xlsx

Qtr4

Premium Fitness Equipment Sales Ltd.
North American Division
Quarter 4 Sales
Region Total
North 193,375
Central 177,648
South 201,684
West 240,875
East 285,476
Total 1,099,058

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Excel Student Data Files 2019/EL2C4/PFSales.xlsx

FirstQuarterSales

Premium Fitness Equipment Sales Ltd.
North American Division
First Quarter Sales
Purchase Date Region Salesperson Product Manufacturer Model Price
4-Jan-21 North Kazmarek Treadmill Cybex CX500 1,812
4-Jan-21 North Fernandez Elliptical Vision VS3000 3,738
5-Jan-21 West Clarke Treadmill Vision VS5000 2,588
8-Jan-21 West Kazmarek Treadmill Cybex CX500 1,812
9-Jan-21 West Clarke Elliptical SportArt SA2501 2,976
11-Jan-21 North Clarke Elliptical TrueFit TF100 2,697
11-Jan-21 North Kazmarek Bike Cybex CX810 1,007
12-Jan-21 North Kazmarek Stepper Cybex CX700 2,874
12-Jan-21 North Fernandez Stepper SportArt SA4000 1,490
13-Jan-21 West Fernandez CrossTrainer TrueFit TF910 1,379
15-Jan-21 West Adams Treadmill TrueFit TF250 1,149
16-Jan-21 Central Adams Elliptical Vision VS3000 3,738
16-Jan-21 Central Kazmarek Elliptical Vision VS3000 3,738
16-Jan-21 Central Kazmarek Bike Cybex CX850 1,323
18-Jan-21 Central Clarke Bike Cybex CX810 1,007
18-Jan-21 South Clarke Stepper Cybex CX700 2,874
19-Jan-21 South Clarke CrossTrainer SportArt SA3450 2,582
20-Jan-21 East Adams Treadmill SportArt SA5010 1,437
22-Jan-21 East Adams Treadmill SportArt SA5000 1,725
22-Jan-21 South Fernandez Elliptical TrueFit TF150 2,875
23-Jan-21 East Fernandez Elliptical TrueFit TF100 2,697
25-Jan-21 East Clarke CrossTrainer TrueFit TF910 1,379
29-Jan-21 Central Adams Stepper SportArt SA4000 1,490
30-Jan-21 North Kazmarek Elliptical Cybex CX324 3,623
2-Feb-21 West Kazmarek Treadmill TrueFit TF250 1,149
2-Feb-21 South Fernandez Treadmill TrueFit TF280 1,323
5-Feb-21 East Fernandez Stepper Vision VS2200 2,007
6-Feb-21 Central Adams Bike Vision VS1000 1,122
8-Feb-21 Central Clarke CrossTrainer Cybex CX410 4,135
9-Feb-21 North Clarke Bike Cybex CX850 1,323
10-Feb-21 North Clarke Elliptical TrueFit TF150 2,875
12-Feb-21 South Fernandez Stepper TrueFit TF650 1,720
15-Feb-21 South Fernandez Bike Cybex CX850 1,323
20-Feb-21 East Adams Elliptical TrueFit TF100 2,697
3-Mar-21 East Kazmarek CrossTrainer SportArt SA3450 2,582
6-Mar-21 East Kazmarek Stepper SportArt SA4000 1,490
8-Mar-21 East Adams Elliptical SportArt SA2501 2,976
12-Mar-21 North Clarke Bike Vision VS1150 1,294
15-Mar-21 North Adams Treadmill Vision VS5000 2,588
16-Mar-21 West Adams CrossTrainer Vision VS1050 3,422
20-Mar-21 West Fernandez Stepper Vision VS2200 2,007
27-Mar-21 Central Kazmarek Treadmill Cybex CX500 1,812
29-Mar-21 Central Kazmarek Stepper Cybex CX700 2,874

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Excel Student Data Files 2019/EL2C4/PFSalesSum.xlsx

Summary

Premium Fitness Equipment Sales Ltd.
North American Division
Sales Summary
Region Quarter 1 Quarter 2 Quarter 3 Quarter 4 Total
North - 0
Central - 0
South - 0
West - 0
East - 0
Total - 0 - 0 - 0 - 0 - 0

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Excel Student Data Files 2019/EL2C5/CRC.xlsx

NewCars

CutRate Car Rentals
Bulk 2021 New Car Purchase
RFP No. 11-01A-Lot4
Category Ford Chrysler Toyota Honda GM
Compact 345,500 324,200 376,200 389,400 351,700
Mid-size 289,275 213,490 256,675 249,970 231,550
SUV 199,776 176,600 213,450 206,490 200,675
Total Cost 834,551 714,290 846,325 845,860 783,925
Shipping 15,500 15,200 16,650 15,775 15,000
Warranty 60 48 60 60 48
Finance Rate 3.25% 3.00% 2.25% 2.50% 3.25%
Number of Cars 105 95 112 110 112

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Excel Student Data Files 2019/EL2C5/JTutor.xlsx

StudentProgressReport

Math by Janelle Tutoring Service
Student Assessment Report
Whitney Orlowicz
Assessments 100 Session
Objective test 64.5 1
Performance test 72.0 6
Problem-solving test 83.5 10
Comprehensive test 78.5 15
Final test 0.0 20
Average grade 59.7

ProgressComments

Score 0 50 60 70 80 90
Grade Remediate Incomplete Keep Working Well Done Excellent Effort Outstanding

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Excel Student Data Files 2019/EL2C5/Lessons.xlsx

Monthly

The Drum Studio
Monthly Drum Lesson Revenue
Class Hourly Rate Registered Students Monthly Revenue
Basic Drum Theory 35.00 10 350.00
Beginner Rock Drumming 35.00 15 525.00
Intermediate Rock Drumming 39.00 8 312.00
Advanced Rock Drumming 43.00 4 172.00
Beginner Jazz Drumming 35.00 18 630.00
Developing Jazz Style 39.00 10 390.00
Single Pedal Drum Beats 35.00 22 770.00
Single Pedal Drum Fills 35.00 15 525.00
Bass Drum Doubles 39.00 16 624.00
TOTAL 4,298.00
Base hourly rate for all lessons: 35.00

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Excel Student Data Files 2019/EL2C5/NationalBdgt.xlsx

CSD

National Online Marketing Inc.
Computing Services Department
Current Budget Projected Increase New Budget
Wages and benefits 483,437 16,920 500,357
Computer supplies 195,455 2,931 198,386
Training and development 83,005 8,300 91,305
Other administrative costs 64,448 3,222 67,670
Total costs: $ 826,345 $ 857,718

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Excel Student Data Files 2019/EL2C5/NationalCapital.xlsx

Budget

National Online Marketing Inc.
Computing Services Department
Capital Budget Proposal
Hardware Quantity Unit Price Extended Cost
Cisco 2960-X switch 66 2,395 158,070
Cisco 3650 switch 10 4,590 45,900
Cisco 2691 router 18 3,195 57,510
Pix firewall 1 ERROR:#N/A ERROR:#N/A
PowerEdge 6950 server 10 7,278 72,780
PowerEdge 2800 server 5 8,663 43,315
Total Hardware ERROR:#N/A
Software
Office suite 2019 1,151 320 368,320
Exchange 2019 server 1 1,399 1,399
Anti-malware suite 1,151 45 51,795
Total Software 421,514
Total Hardware and Software ERROR:#N/A

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Excel Student Data Files 2019/EL2C5/NationalHlpDsk.xlsx

CSD

National Online Marketing Inc.
Computing Services Department
Shift Report Total Calls
Tier 1 support 2,648 Variable minutes and cost per minute impact on cost
Tier 2 support 1,688
Tier 3 support 774 0.525 0.575 0.600
Total calls 5,110 15,000
15,300
Total call minutes logged 16,100 15,500
15,800
15,900
Average time per call (mins) 3.15 16,100
Average cost per minute 0.575 16,300
Average cost per call $ 1.81 16,500

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Excel Student Data Files 2019/EL2C5/PBMStartup.xlsx

Startup

Pizza by Mario Franchise
Projected Franchise Startup Investment and Return
Estimated Initial Investment Capital Required Estimated Capital Investment Recovery Horizon
Franchise Fee 30,000 Projected Sales
Leasehold Improvements 55,000 Year 1 $ 785,000
Store Fixtures 45,000
Internal and External Signage 23,500 Net Profit Percent of Sales
Startup Inventory and Supplies 15,500 Year 1 $ 157,000 20%
Startup Advertising 12,500
Insurance 20,000 Net profit per month $ 13,083.33
Legal and Administrative Costs 18,500
Number of months
Total Estimated Initial Investment $ 220,000 to recoup initial investment 17

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Excel Student Data Files 2019/EL2C5/PreCdnTarget.xlsx

ProposedSales

Precision Design and Packaging
Proposed Sales Target for Canadian Distributor (in millions)
Model Number Description Base Ontario Quebec West East Total Sales Target Assumptions
PD-1140 Gaylord with lid 1.55 2.20 2.05 2.00 1.85 8.10 East 0.30
PD-2185 Premium Gaylord with lid 1.25 1.90 1.75 1.70 1.55 6.90 West 0.45
PD-1150 Gaylord bottom 0.75 1.40 1.25 1.20 1.05 4.90 Ontario 0.65
PD-1155 Gaylord lid 1.12 1.77 1.62 1.57 1.42 6.38 Quebec 0.50
PD-3695 Telescoping top and bottom 1.55 2.20 2.05 2.00 1.85 8.10
PD-3698 Telescoping bottom 1.67 2.32 2.17 2.12 1.97 8.58
PD-3699 Telescoping top 2.14 2.79 2.64 2.59 2.44 10.46
PD-4100 Additional lids for telescoping containers 2.25 2.90 2.75 2.70 2.55 10.90
PD-4200 "D" 4-piece container 2.11 2.76 2.61 2.56 2.41 10.34
PD-4415 "EO" container 1.54 2.19 2.04 1.99 1.84 8.06
PD-5367 "EH" container 0.88 1.53 1.38 1.33 1.18 5.42
PD-6418 "E" container 0.78 1.43 1.28 1.23 1.08 5.02
PD-7459 Economy R.S.C. 1.11 1.76 1.61 1.56 1.41 6.34
PD-8854 Premium R.S.C. 0.95 1.60 1.45 1.40 1.25 5.70
Total 28.75 26.65 25.95 23.85 105.20

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Excel Student Data Files 2019/EL2C5/PreEBoxCost.xlsx

OneVariable

Precision Design and Packaging
Cost Price Analysis
"E" Container Bulk Cargo Box
Factory costs per shift Variable unit production impact on cost
Direct materials $ 580,000
Direct labor 880,552 425,000
Overhead 145,350 450,000
Total cost $ 1,605,902 475,000
500,000
Standard production 500,000 units 525,000
550,000
Cost per unit $ 3.21 575,000

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Excel Student Data Files 2019/EL2C5/PreEBoxSell.xlsx

TwoVariable

Precision Design and Packaging
Selling Price Analysis at Variable Production and Markups
"E" Container Bulk Cargo Box
Factory costs per shift Variable unit production impact on sell price
Direct materials $ 580,000 50% 52% 55%
Direct labor 880,552 425,000
Overhead 145,350 450,000
Total cost $ 1,605,902 475,000
500,000
Standard production 500,000 units 525,000
550,000
Cost per unit $ 3.21 575,000
Markup 52%
Selling price per unit $ 4.88

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Excel Student Data Files 2019/EL2C5/PreERP.xlsx

ERP

Precision Design and Packaging
Enterprise Resource Planning (ERP) Information System
Finance Department
Request For Proposal (RFP) No. 385-XR-78
Company Westerveld Inc. Kampson Ltd. Jensen Systems Core Solutions NuTech Partners
Hardware 675,000 595,000 615,000 625,000 596,000
Software 212,000 281,000 267,000 250,000 292,000
Maintenance 22,500 21,675 20,750 23,450 26,432
Service Level Same day 24 hours 24 hours Same day Same day
Term 5 4 5 5 4
Total Cost 909,500 897,675 902,750 898,450 914,432

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Excel Student Data Files 2019/EL2C5/PreSalesTrgt.xlsx

Sales

Precision Design and Packaging
Bulk Container 2021 Sales Target by Region (in millions)
Model Number Description Base East West North South Total Sales Target Assumptions
PD-1140 Gaylord with lid 2.75 ERROR:#NAME? ERROR:#N/A 2.81 2.80 ERROR:#NAME? East 1.50%
PD-2185 Premium Gaylord with lid 2 14 ERROR:#VALUE! ERROR:#VALUE! ERROR:#VALUE! ERROR:#VALUE! ERROR:#VALUE! West ERROR:#N/A
PD-1150 Gaylord bottom 2.33 ERROR:#NAME? ERROR:#N/A 2.38 2.37 ERROR:#NAME? North 2.15%
PD-1155 Gaylord lid 1.85 ERROR:#NAME? ERROR:#N/A 1.89 1.88 ERROR:#NAME? South 1.75%
PD-3695 Telescoping top and bottom 2.45 ERROR:#NAME? ERROR:#N/A 2.50 2.49 ERROR:#NAME?
PD-3698 Telescoping bottom 2.96 ERROR:#NAME? ERROR:#N/A 3.02 3.01 ERROR:#NAME?
PD-3699 Telescoping top 1.86 ERROR:#NAME? ERROR:#N/A 1.90 1.89 ERROR:#NAME?
PD-4100 Additional lids for telescoping containers 1.46 ERROR:#NAME? ERROR:#N/A 1.49 1.49 ERROR:#NAME?
PD-4200 "D" 4-piece container 2.55 ERROR:#NAME? ERROR:#N/A 2.60 2.59 ERROR:#NAME?
PD-4415 "EO" container 1.45 ERROR:#NAME? ERROR:#N/A 1.48 1.48 ERROR:#NAME?
PD-5367 "EH" container 2.04 ERROR:#NAME? ERROR:#N/A 2.08 2.08 ERROR:#NAME?
PD-6418 "E" container 1.88 ERROR:#NAME? ERROR:#N/A 1.92 1.91 ERROR:#NAME?
PD-7459 Economy R.S.C. 1.54 ERROR:#NAME? ERROR:#N/A 1.57 1.57 ERROR:#NAME?
PD-8854 Premium R.S.C. 2.45 ERROR:#NAME? ERROR:#N/A 2.50 2.49 ERROR:#NAME?
PD-9101 Corrugated pads 15 x 15 2.69 ERROR:#NAME? ERROR:#N/A 2.75 2.74 ERROR:#NAME?
PD-9105 Corrugated pads 20 x 12 1.85 ERROR:#NAME? ERROR:#N/A 1.89 1.88 ERROR:#NAME?
PD-9110 Corrugated pads 24 x 18 1.77 ERROR:#NAME? ERROR:#N/A 1.81 1.80 ERROR:#NAME?
PD-9115 Corrugated pads 30 x 30 1.65 ERROR:#NAME? ERROR:#N/A 1.69 1.68 ERROR:#NAME?
Total ERROR:#NAME? ERROR:#N/A ERROR:#VALUE! ERROR:#VALUE! ERROR:#NAME?

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Excel Student Data Files 2019/EL2C6/ClientListImport.csv

Company, Contact, Phone Number, Delivery Address BALLOT SUPPLIER WAREHOUSE,Cameron Smith, 519-555-1112, 511 Adelaide Ave. WEST SUPPLIERS, Yen Johnson, 519-555-1434, 605 Milton Ave. TAYLOR & SONS,Cody Williams, 519-555-0790, 4407 Collingwood St. TWX INC.,Fahim Miller, 519-555-6227, 14 9th St. ARATHORN MECHANICS,Paco Cortez, 519-555-4628, 25 Kidd St. TECA INDUSTRIES,Seth Brown, 519-555-8091, 68 Commercial Ave. TEASING'S ELECTRONICS,Meghan Davis, 519-555-3298, 1198 Industrial Ave. CALCOST ASSEMBLY,Boris Wilson, 519-555-9466, 6194 Consort St. SHADER INC.,Madhava Harris, 519-555-3700, 270 Lax St. RVC ELECTRONICS,Aiken Martinez,206-555-6194, 9403 Ferry Place TRAX PRODUCTIONS,Hai Clark, 206-555-7312, 340 Cross St. OSBERT WELDING,Daryl Martinez, 519-555-0182, 72 Locker St. MENT LTD.,Padma Lewis, 519-555-0999, 650 Clyde St. HERO ELECTRONICS,Dejuan Walker, 519-555-0494, 52 Station Rd. FWS LTD.,Dean Hall, 519-555-2169, 40 Bicknell Rd. FORESTING INDUSTRIES,Caesar Allen, 519-555-2244, 327 Lanyard Ave. FLASHFRAME INC.,Madge Young, 206-555-3763, 84 Raglan Rd. DEVO LTD.,Travis King, 519-555-4349, 74 Commercial Ave. WORX WELDERS,Oliver Wright, 519-555-6008, 45 Micawber Rd. CANFIT ASSEMBLY,Ansley Lopez, 519-555-5488, 16 7th St. BARDER INDUSTRIES,Jackson Hill, 519-555-3943, 189 Balfe St. BOTHERS AUTOPARTS,Amy Scott, 519-555-7001, 31 Edwin Ave. ROBOTO ASSEMBLY,Stanley Roberts, 519-555-1239, 11942 Upper North Rd. AXEL MECHANICS,Hadley Morris, 206-555-9446, 11809 Bright Rd. VOSS WAREHOUSE,Matt Reed, 519-555-1319, 2078 Waymouth Place AERA ASSEMBLY,Tessa Green, 519-555-0816, 1104 Industrial Ave.

Excel Student Data Files 2019/EL2C6/CRCarPres.pptx

Capital Lease Pilot Project

2018 to 2021

CutRate Car Rentals

Pilot project launched fourth quarter of 2018

50% of new car inventory to be obtained under the capital lease replacement program

50% of new car inventory to be obtained under the capital purchase replacement program

Costs to be evaluated after 4 years

Pilot Project

Car Purchase Replacement Program Vendor Distribution

Car Purchase Replacement Program Cost by Vendor by Year

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Excel Student Data Files 2019/EL2C6/CRInventory.xlsx

Inventory

CutRate Car Rentals
New Car Inventory
Stock ModelYear Make Model Color StartMileage LocationCode
250145 2018 Toyota Prius Silver Metallic 25 RDU
250146 2018 Toyota C-HR Black 75 EWR
250147 2018 Toyota Camry Blizzard Pearl 30 EWR
250148 2018 Ford Fusion Smokestone Metallic 54 RDU
250149 2018 Ford Focus Red Candy Metallic 10 RDU
250150 2018 Ford Mustang Tuxedo Black Metallic 15 EWR
250151 2018 Honda Civic Alabaster Silver Metallic 18 SEA
250152 2018 Honda Accord Crystal Black Pearl 175 SEA
250153 2018 GM Malibu Silver Ice Metallic 11 SFO
250154 2018 GM Equinox Summit White 8 SFO
250155 2018 GM Impala Imperial Blue Metallic 321 PHL
250156 2018 Chrysler 300 Inferno Red Crystal Pearl 22 BOS
250157 2018 Chrysler Pacifica Silver Steel Metallic 15 LGA
250158 2019 Toyota Highlander Black 18 LGA
250159 2019 Toyota C-HR Blizzard Pearl 23 BOS
250160 2019 Toyota RAV4 Silver Metallic 65 BOS
250161 2019 Chrysler 300 Bright Silver Metallic 85 PHL
250162 2020 Chrysler Pacifica Deep Water Blue Pearl 19 SFO
250163 2020 Ford Edge Tuxedo Black Metallic 56 SFO
250164 2020 Ford Explorer Smokestone Metallic 81 PDX
250165 2020 Chevrolet Pacifica Cyber Gray Metallic 75 PDX
250166 2020 GM Impala Victory Red 119 RDU
250167 2020 GM Malibu Gold Mist Metallic 387 RDU
250168 2020 Toyota C-HR Black 68 EWR
250169 2020 Toyota C-HR Salsa Red Pearl 34 EWR
250170 2021 GM Equinox Silver Ice Metallic 65 SEA
250171 2021 GM Equinox Summit White 42 SEA
250172 2021 GM Impala Black 38 PHL
250173 2021 Ford Expedition Red Candy Metallic 80 LGA

CarCosts

CutRate Car Rentals
New Car Purchase Costs
Ford Chrysler Toyota Honda GM
2018 $ 22,860 $ - 0 $ 104,904 $ - 0 $ - 0
2019 55,801 41,436 - 0 91,999 118,737
2020 75,849 91,378 159,050 - 0 89,500
2021 51,472 - 0 - 0 - 0 83,296
Four-year totals: $ 205,982 $ 132,814 $ 263,954 $ 91,999 $ 291,533

CarCostsChart

New Car Costs by Vendor

2018 to 2021

Ford Chrysler Toyota Honda GM 205982 132814 263954 91999 291533

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Excel Student Data Files 2019/EL2C6/CRInventoryData.accdb

Stock ModelYear Make Model Color StartMileage LocationCode
250140 2018 Honda Civic Alabaster Silver Metallic 185 PDX
250141 2019 Toyota Corolla Crystal Black Pearl 165 PHL
250142 2019 Ford Edge Tuxedo Black Metallic 75 BOS
250143 2020 Chrysler Pacifica Bright Silver Metallic 84 EWR
250144 2021 GM Impala Summit White 52 EWR
LocationCode Location City State
BOS General Edward Lawrence Logan International Airport Boston Massachusetts
EWR Newark International Newark New Jersey
LGA La Guardia Airport New York New York
PDX Portland International Airport Portland Oregon
PHL Philadelphia International Airport Philadelphia Pennsylvania
RDU Raleigh-Durham International Airport Raleigh/Durham North Carolina
SEA Seattle-Tacoma International Airport Seattle Washington
SFO San Francisco International Airport San Francisco California

Excel Student Data Files 2019/EL2C6/HRPres.pptx

October sales

Hillsdale Realtors

New sales record

23 properties sold!

Value of properties sold = $7.7 million

Total commission income = $270,082

Commissions by sales agent

Excel Student Data Files 2019/EL2C6/HRSalesByDateByRep.xlsx

SalesByDate

Hillsdale Realtors
October Sales and Commissions
Sale Date Listing # Agent Last Name Property Type City Sale Price Commission
10/1/21 282715 Fernandez Single family home Phoenix $ 325,500 $ 11,392.50
10/2/21 315825 O'Brien Townhome Phoenix $ 174,900 $ 6,121.50
10/4/21 458215 O'Brien Single family home Mesa $ 225,500 $ 7,892.50
10/8/21 351245 Youngblood Single family home Chandler $ 325,500 $ 11,392.50
10/9/21 312548 Williamson Townhome Mesa $ 165,800 $ 5,803.00
10/9/21 291524 Fernandez Single family home Phoenix $ 425,800 $ 14,903.00
10/12/21 263412 Youngblood Single family home Phoenix $ 375,800 $ 13,153.00
10/15/21 254853 O'Brien Townhome Chandler $ 341,500 $ 11,952.50
10/15/21 302154 Fernandez Townhome Chandler $ 225,600 $ 7,896.00
10/16/21 311452 Youngblood Condominium Phoenix $ 349,900 $ 12,246.50
10/18/21 302785 O'Brien Single family home Glendale $ 425,675 $ 14,898.63
10/19/21 268457 O'Brien Condominium Glendale $ 225,400 $ 7,889.00
10/22/21 316548 Youngblood Condominium Phoenix $ 345,100 $ 12,078.50
10/22/21 315863 Fernandez Single family home Glendale $ 455,700 $ 15,949.50
10/23/21 294563 O'Brien Condominium Glendale $ 415,000 $ 14,525.00
10/24/21 288451 Fernandez Townhome Chandler $ 385,000 $ 13,475.00
10/24/21 275143 Fernandez Single family home Mesa $ 275,500 $ 9,642.50
10/25/21 311148 Youngblood Single family home Mesa $ 345,750 $ 12,101.25
10/26/21 325984 Youngblood Condominium Chandler $ 285,900 $ 10,006.50
10/29/21 246845 Youngblood Single family home Phoenix $ 545,200 $ 19,082.00
10/30/21 334567 O'Brien Single family home Phoenix $ 475,800 $ 16,653.00
10/30/21 266845 Fernandez Condominium Chandler $ 325,000 $ 11,375.00
10/31/21 254836 Youngblood Condominium Mesa $ 275,800 $ 9,653.00
Total Sales and Commissions $ 7,716,625 $ 270,081.88

SalesByRep

Hillsdale Realtors
October Sales and Commissions
Sale Date Listing # Agent Last Name Property Type City Sale Price Commission
10/1/21 282715 Fernandez Single family home Phoenix $ 325,500 $ 11,392.50
10/8/21 291524 Fernandez Single family home Phoenix $ 425,800 $ 14,903.00
10/15/21 302154 Fernandez Townhome Chandler $ 225,600 $ 7,896.00
10/22/21 315863 Fernandez Single family home Glendale $ 455,700 $ 15,949.50
10/25/21 288451 Fernandez Townhome Chandler $ 385,000 $ 13,475.00
10/25/21 275143 Fernandez Single family home Mesa $ 275,500 $ 9,642.50
10/29/21 266845 Fernandez Condominium Chandler $ 325,000 $ 11,375.00
Fernandez Total $ 2,418,100 $ 84,633.50
10/4/21 315825 O'Brien Townhome Phoenix $ 174,900 $ 6,121.50
10/4/21 458215 O'Brien Single family home Mesa $ 225,500 $ 7,892.50
10/15/21 254853 O'Brien Townhome Chandler $ 341,500 $ 11,952.50
10/18/21 302785 O'Brien Single family home Glendale $ 425,675 $ 14,898.63
10/19/21 268457 O'Brien Condominium Glendale $ 225,400 $ 7,889.00
10/20/21 294563 O'Brien Condominium Glendale $ 415,000 $ 14,525.00
10/28/21 334567 O'Brien Single family home Phoenix $ 475,800 $ 16,653.00
O'Brien Total $ 2,283,775 $ 79,932.13
10/6/21 312548 Williamson Townhome Mesa $ 165,800 $ 5,803.00
Williamson Total $ 165,800 $ 5,803.00
10/8/21 351245 Youngblood Single family home Chandler $ 325,500 $ 11,392.50
10/12/21 263412 Youngblood Single family home Phoenix $ 375,800 $ 13,153.00
10/14/21 311452 Youngblood Condominium Phoenix $ 349,900 $ 12,246.50
10/22/21 316548 Youngblood Condominium Phoenix $ 345,100 $ 12,078.50
10/25/21 311148 Youngblood Single family home Mesa $ 345,750 $ 12,101.25
10/26/21 325984 Youngblood Condominium Chandler $ 285,900 $ 10,006.50
10/29/21 246845 Youngblood Single family home Phoenix $ 545,200 $ 19,082.00
10/29/21 254836 Youngblood Condominium Mesa $ 275,800 $ 9,653.00
Youngblood Total $ 2,848,950 $ 99,713.25
Grand Total $ 7,716,625 $ 270,081.88

Ver

MAFA19

Excel Student Data Files 2019/EL2C6/IllinoisQF.txt

People QuickFacts Illinois USA Population "Population estimates, July 1, 2017, (V2017)" "12,802,023" "325,719,178" "Population estimates, July 1, 2016, (V2016)" "12,801,539" "323,127,513" "Population estimates base, April 1, 2010, (V2017)" "12,831,565" "308,758,105" "Population estimates base, April 1, 2010, (V2016)" "12,831,574" "308,758,105" "Population, percent change - April 1, 2010 (estimates base) to July 1, 2017, (V2017)" -0.20% 5.50% "Population, percent change - April 1, 2010 (estimates base) to July 1, 2016, (V2016)" -0.20% 4.70% "Population, Census, April 1, 2010" "12,830,632" "308,745,538" Age and Sex "Persons under 5 years, percent" 6.00% 6.20% "Persons under 18 years, percent" 22.90% 22.80% "Persons 65 years and over, percent" 14.60% 15.20% "Female persons, percent" 50.90% 50.80% Race and Hispanic Origin "White alone, percent(a)" 77.20% 76.90% "Black or African American alone, percent(a)" 14.70% 13.30% "American Indian and Alaska Native alone, percent(a)" 0.60% 1.30% "Asian alone, percent(a)" 5.50% 5.70% "Native Hawaiian and Other Pacific Islander alone, percent(a)" 0.10% 0.20% "Two or More Races, percent" 1.90% 2.60% "Hispanic or Latino, percent(b)" 17.00% 17.80% "White alone, not Hispanic or Latino, percent" 61.70% 61.30% Population Characteristics "Veterans, 2012-2016" "643,460" "19,535,341" "Foreign born persons, percent, 2012-2016" 13.90% 13.20% Housing "Housing units, July 1, 2017, (V2017)" "5,359,557" "137,403,460" "Owner-occupied housing unit rate, 2012-2016" 66.00% 63.60% "Median value of owner-occupied housing units, 2012-2016" "$174,800 " "$184,700 " "Median selected monthly owner costs -with a mortgage, 2012-2016" "$1,623 " "$1,491 " "Median selected monthly owner costs -without a mortgage, 2012-2016" $584 $462 "Median gross rent, 2012-2016" $925 $949 "Building permits, 2017" "24,992" "1,281,977" Families & Living Arrangements "Households, 2012-2016" "4,802,124" "117,716,237" "Persons per household, 2012-2016" 2.61 2.64 "Living in same house 1 year ago, percent of persons age 1 year+, 2012-2016" 86.70% 85.20% "Language other than English spoken at home, percent of persons age 5 years+, 2012-2016" 22.70% 21.10% Education "High school graduate or higher, percent of persons age 25 years+, 2012-2016" 88.30% 87.00% "Bachelor's degree or higher, percent of persons age 25 years+, 2012-2016" 32.90% 30.30% Health "With a disability, under age 65 years, percent, 2012-2016" 7.10% 8.60% "Persons without health insurance, under age 65 years, percent" 7.40% 10.10% Economy "In civilian labor force, total, percent of population age 16 years+, 2012-2016" 65.40% 63.10% "In civilian labor force, female, percent of population age 16 years+, 2012-2016" 60.60% 58.30% "Total accommodation and food services sales, 2012 ($1,000)(c)" "27,937,381" "708,138,598" "Total health care and social assistance receipts/revenue, 2012 ($1,000)(c)" "83,431,778" "2,040,441,203" "Total manufacturers shipments, 2012 ($1,000)(c)" "281,037,755" "5,696,729,632" "Total merchant wholesaler sales, 2012 ($1,000)(c)" "295,456,992" "5,208,023,478" "Total retail sales, 2012 ($1,000)(c)" "166,634,514" "4,219,821,871" "Total retail sales per capita, 2012(c)" "$12,942 " "$13,443 " Transportation "Mean travel time to work (minutes), workers age 16 years+, 2012-2016" 28.5 26.1 Income & Poverty "Median household income (in 2016 dollars), 2012-2016" "$59,196 " "$55,322 " "Per capita income in past 12 months (in 2016 dollars), 2012-2016" "$31,502 " "$29,829 " "Persons in poverty, percent" 13.00% 12.70% Businesses QuickFacts Illinois USA Businesses "Total employer establishments, 2016" 3196051 "7,757,807" "Total employment, 2016" 55130711 "126,752,238" "Total annual payroll, 2016 ($1,000)" 2953084701 "6,435,142,055" "Total employment, percent change, 2015-2016" 1.6%1 2.10% "Total nonemployer establishments, 2015" "968,330" "24,331,403" "All firms, 2012" "1,135,017" "27,626,360" "Men-owned firms, 2012" "609,648" "14,844,597" "Women-owned firms, 2012" "417,500" "9,878,397" "Minority-owned firms, 2012" "311,684" "7,952,386" "Nonminority-owned firms, 2012" "795,129" "18,987,918" "Veteran-owned firms, 2012" "89,110" "2,521,682" "Nonveteran-owned firms, 2012" "1,006,885" "24,070,685" Geography QuickFacts Illinois USA Geography "Population per square mile, 2010" 231.1 87.4 "Land area in square miles, 2010" "55,518.93" "3,531,905.43" FIPS Code 17 0 Fact Notes (a)Includes persons reporting only one race "(b)Hispanics may be of any race, so also are included in applicable race categories" (c)Economic Census - Puerto Rico data are not comparable to U.S. Economic Census data Value Flags "-Either no or too few sample observations were available to compute an estimate, or a ratio of medians cannot be calculated because one or both of the median estimates falls in the lowest or upper interval of an open ended distribution." DSuppressed to avoid disclosure of confidential information FFewer than 25 firms FNFootnote on this item in place of data NANot available SSuppressed; does not meet publication standards XNot applicable ZValue greater than zero but less than half unit of measure shown Source: US Census Bureau State & County QuickFacts

Excel Student Data Files 2019/EL2C6/IndianaQF.txt

People QuickFacts Indiana USA Population "Population estimates, July 1, 2017, (V2017)" "6,666,818" "325,719,178" "Population estimates, July 1, 2016, (V2016)" "6,633,053" "323,127,513" "Population estimates base, April 1, 2010, (V2017)" "6,484,125" "308,758,105" "Population estimates base, April 1, 2010, (V2016)" "6,484,136" "308,758,105" "Population, percent change - April 1, 2010 (estimates base) to July 1, 2017, (V2017)" 2.80% 5.50% "Population, percent change - April 1, 2010 (estimates base) to July 1, 2016, (V2016)" 2.30% 4.70% "Population, Census, April 1, 2010" "6,483,802" "308,745,538" Age and Sex "Persons under 5 years, percent" 6.40% 6.20% "Persons under 18 years, percent" 23.80% 22.80% "Persons 65 years and over, percent" 14.90% 15.20% "Female persons, percent" 50.70% 50.80% Race and Hispanic Origin "White alone, percent(a)" 85.60% 76.90% "Black or African American alone, percent(a)" 9.70% 13.30% "American Indian and Alaska Native alone, percent(a)" 0.40% 1.30% "Asian alone, percent(a)" 2.20% 5.70% "Native Hawaiian and Other Pacific Islander alone, percent(a)" 0.10% 0.20% "Two or More Races, percent" 2.00% 2.60% "Hispanic or Latino, percent(b)" 6.80% 17.80% "White alone, not Hispanic or Latino, percent" 79.60% 61.30% Population Characteristics "Veterans, 2012-2016" "410,750" "19,535,341" "Foreign born persons, percent, 2012-2016" 4.90% 13.20% Housing "Housing units, July 1, 2017, (V2017)" "2,885,304" "137,403,460" "Owner-occupied housing unit rate, 2012-2016" 68.70% 63.60% "Median value of owner-occupied housing units, 2012-2016" "$126,500 " "$184,700 " "Median selected monthly owner costs -with a mortgage, 2012-2016" "$1,097 " "$1,491 " "Median selected monthly owner costs -without a mortgage, 2012-2016" $380 $462 "Median gross rent, 2012-2016" $758 $949 "Building permits, 2017" "21,664" "1,281,977" Families & Living Arrangements "Households, 2012-2016" "2,513,828" "117,716,237" "Persons per household, 2012-2016" 2.55 2.64 "Living in same house 1 year ago, percent of persons age 1 year+, 2012-2016" 84.90% 85.20% "Language other than English spoken at home, percent of persons age 5 years+, 2012-2016" 8.40% 21.10% Education "High school graduate or higher, percent of persons age 25 years+, 2012-2016" 88.10% 87.00% "Bachelor's degree or higher, percent of persons age 25 years+, 2012-2016" 24.60% 30.30% Health "With a disability, under age 65 years, percent, 2012-2016" 9.80% 8.60% "Persons without health insurance, under age 65 years, percent" 9.40% 10.10% Economy "In civilian labor force, total, percent of population age 16 years+, 2012-2016" 63.90% 63.10% "In civilian labor force, female, percent of population age 16 years+, 2012-2016" 59.10% 58.30% "Total accommodation and food services sales, 2012 ($1,000)(c)" "13,076,602" "708,138,598" "Total health care and social assistance receipts/revenue, 2012 ($1,000)(c)" "42,493,117" "2,040,441,203" "Total manufacturers shipments, 2012 ($1,000)(c)" "242,763,842" "5,696,729,632" "Total merchant wholesaler sales, 2012 ($1,000)(c)" "81,173,422" "5,208,023,478" "Total retail sales, 2012 ($1,000)(c)" "85,857,962" "4,219,821,871" "Total retail sales per capita, 2012(c)" "$13,133 " "$13,443 " Transportation "Mean travel time to work (minutes), workers age 16 years+, 2012-2016" 23.4 26.1 Income & Poverty "Median household income (in 2016 dollars), 2012-2016" "$50,433 " "$55,322 " "Per capita income in past 12 months (in 2016 dollars), 2012-2016" "$26,117 " "$29,829 " "Persons in poverty, percent" 14.10% 12.70% Businesses QuickFacts Indiana USA Businesses "Total employer establishments, 2016" 1460781 "7,757,807" "Total employment, 2016" 27202771 "126,752,238" "Total annual payroll, 2016 ($1,000)" 1170090321 "6,435,142,055" "Total employment, percent change, 2015-2016" 2.2%1 2.10% "Total nonemployer establishments, 2015" "403,546" "24,331,403" "All firms, 2012" "479,059" "27,626,360" "Men-owned firms, 2012" "253,533" "14,844,597" "Women-owned firms, 2012" "162,798" "9,878,397" "Minority-owned firms, 2012" "61,252" "7,952,386" "Nonminority-owned firms, 2012" "405,090" "18,987,918" "Veteran-owned firms, 2012" "45,174" "2,521,682" "Nonveteran-owned firms, 2012" "412,543" "24,070,685" Geography QuickFacts Indiana USA Geography "Population per square mile, 2010" 181 87.4 "Land area in square miles, 2010" "35,826.11" "3,531,905.43" FIPS Code 18 0 Fact Notes (a)Includes persons reporting only one race "(b)Hispanics may be of any race, so also are included in applicable race categories" (c)Economic Census - Puerto Rico data are not comparable to U.S. Economic Census data Value Flags "-Either no or too few sample observations were available to compute an estimate, or a ratio of medians cannot be calculated because one or both of the median estimates falls in the lowest or upper interval of an open ended distribution." DSuppressed to avoid disclosure of confidential information FFewer than 25 firms FNFootnote on this item in place of data NANot available SSuppressed; does not meet publication standards XNot applicable ZValue greater than zero but less than half unit of measure shown Source: US Census Bureau State & County QuickFacts

Excel Student Data Files 2019/EL2C6/KentuckyQF.txt

People QuickFacts Kentucky USA Population "Population estimates, July 1, 2017, (V2017)" "4,454,189" "325,719,178" "Population estimates, July 1, 2016, (V2016)" "4,436,974" "323,127,513" "Population estimates base, April 1, 2010, (V2017)" "4,339,340" "308,758,105" "Population estimates base, April 1, 2010, (V2016)" "4,339,344" "308,758,105" "Population, percent change - April 1, 2010 (estimates base) to July 1, 2017, (V2017)" 2.60% 5.50% "Population, percent change - April 1, 2010 (estimates base) to July 1, 2016, (V2016)" 2.20% 4.70% "Population, Census, April 1, 2010" "4,339,367" "308,745,538" Age and Sex "Persons under 5 years, percent" 6.20% 6.20% "Persons under 18 years, percent" 22.80% 22.80% "Persons 65 years and over, percent" 15.60% 15.20% "Female persons, percent" 50.70% 50.80% Race and Hispanic Origin "White alone, percent(a)" 88.00% 76.90% "Black or African American alone, percent(a)" 8.30% 13.30% "American Indian and Alaska Native alone, percent(a)" 0.30% 1.30% "Asian alone, percent(a)" 1.50% 5.70% "Native Hawaiian and Other Pacific Islander alone, percent(a)" 0.10% 0.20% "Two or More Races, percent" 1.90% 2.60% "Hispanic or Latino, percent(b)" 3.50% 17.80% "White alone, not Hispanic or Latino, percent" 85.00% 61.30% Population Characteristics "Veterans, 2012-2016" "289,837" "19,535,341" "Foreign born persons, percent, 2012-2016" 3.50% 13.20% Housing "Housing units, July 1, 2017, (V2017)" "1,984,150" "137,403,460" "Owner-occupied housing unit rate, 2012-2016" 66.80% 63.60% "Median value of owner-occupied housing units, 2012-2016" "$126,100 " "$184,700 " "Median selected monthly owner costs -with a mortgage, 2012-2016" "$1,116 " "$1,491 " "Median selected monthly owner costs -without a mortgage, 2012-2016" $343 $462 "Median gross rent, 2012-2016" $690 $949 "Building permits, 2017" "12,630" "1,281,977" Families & Living Arrangements "Households, 2012-2016" "1,718,217" "117,716,237" "Persons per household, 2012-2016" 2.49 2.64 "Living in same house 1 year ago, percent of persons age 1 year+, 2012-2016" 84.50% 85.20% "Language other than English spoken at home, percent of persons age 5 years+, 2012-2016" 5.20% 21.10% Education "High school graduate or higher, percent of persons age 25 years+, 2012-2016" 84.60% 87.00% "Bachelor's degree or higher, percent of persons age 25 years+, 2012-2016" 22.70% 30.30% Health "With a disability, under age 65 years, percent, 2012-2016" 13.00% 8.60% "Persons without health insurance, under age 65 years, percent" 6.00% 10.10% Economy "In civilian labor force, total, percent of population age 16 years+, 2012-2016" 59.00% 63.10% "In civilian labor force, female, percent of population age 16 years+, 2012-2016" 54.80% 58.30% "Total accommodation and food services sales, 2012 ($1,000)(c)" "7,500,115" "708,138,598" "Total health care and social assistance receipts/revenue, 2012 ($1,000)(c)" "26,264,745" "2,040,441,203" "Total manufacturers shipments, 2012 ($1,000)(c)" "129,284,438" "5,696,729,632" "Total merchant wholesaler sales, 2012 ($1,000)(c)" "71,745,899" "5,208,023,478" "Total retail sales, 2012 ($1,000)(c)" "54,869,978" "4,219,821,871" "Total retail sales per capita, 2012(c)" "$12,526 " "$13,443 " Transportation "Mean travel time to work (minutes), workers age 16 years+, 2012-2016" 23 26.1 Income & Poverty "Median household income (in 2016 dollars), 2012-2016" "$44,811 " "$55,322 " "Per capita income in past 12 months (in 2016 dollars), 2012-2016" "$24,802 " "$29,829 " "Persons in poverty, percent" 18.50% 12.70% Businesses QuickFacts Kentucky USA Businesses "Total employer establishments, 2016" 920001 "7,757,807" "Total employment, 2016" 16031731 "126,752,238" "Total annual payroll, 2016 ($1,000)" 652428271 "6,435,142,055" "Total employment, percent change, 2015-2016" 1.5%1 2.10% "Total nonemployer establishments, 2015" "280,835" "24,331,403" "All firms, 2012" "331,546" "27,626,360" "Men-owned firms, 2012" "184,154" "14,844,597" "Women-owned firms, 2012" "106,011" "9,878,397" "Minority-owned firms, 2012" "27,258" "7,952,386" "Nonminority-owned firms, 2012" "296,155" "18,987,918" "Veteran-owned firms, 2012" "33,208" "2,521,682" "Nonveteran-owned firms, 2012" "282,704" "24,070,685" Geography QuickFacts Kentucky USA Geography "Population per square mile, 2010" 109.9 87.4 "Land area in square miles, 2010" "39,486.34" "3,531,905.43" FIPS Code 21 0 Fact Notes (a)Includes persons reporting only one race "(b)Hispanics may be of any race, so also are included in applicable race categories" (c)Economic Census - Puerto Rico data are not comparable to U.S. Economic Census data Value Flags "-Either no or too few sample observations were available to compute an estimate, or a ratio of medians cannot be calculated because one or both of the median estimates falls in the lowest or upper interval of an open ended distribution." DSuppressed to avoid disclosure of confidential information FFewer than 25 firms FNFootnote on this item in place of data NANot available SSuppressed; does not meet publication standards XNot applicable ZValue greater than zero but less than half unit of measure shown Source: US Census Bureau State & County QuickFacts

Excel Student Data Files 2019/EL2C6/NuTrendsCensus.accdb

Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2008.0 211.08 211.693 213.528 214.823 216.632 218.815 219.964 219.086 218.783 216.573 212.425 210.228
2009.0 211.143 212.193 212.709 213.24 213.856 215.693 215.351 215.834 215.969 216.177 216.33 215.949
2010.0 216.687 216.741 217.631 218.009 218.178 217.965 218.011 218.312 218.439 218.711 218.803 219.179
2011.0 220.223 221.309 223.467 224.906 225.964 225.722 225.922 226.545 226.889 226.421 226.23 225.672
2012.0 226.665 227.663 229.392 230.085 229.815 229.478 229.104 230.379 231.407 231.317 230.221 229.601
2013.0 230.28 232.166 232.773 232.531 232.945 233.504 233.596 233.877 234.149 233.546 233.069 233.049
2014.0 233.916 234.781 236.293 237.072 237.9 238.343 238.25 237.852 238.031 237.433 236.151 234.812
2015.0 233.707 234.722 236.119 236.599 237.805 238.638 238.654 238.316 237.945 237.838 237.336 235.525
2016.0 236.916 237.111 238.132 239.261 240.229 241.018 240.628 240.849 241.428 241.729 241.353 241.432
2017.0 242.839 243.603 243.801 244.524 244.733 244.955 244.786 245.519 246.819 246.663 246.669 246.524
ID State July2017 July2016 July2015 July2014
1 Alabama 4874747 4860545 4850858 4840037
2 Alaska 739795 741522 737979 736759
3 Arizona 7016270 6908642 6802262 6706435
4 Arkansas 3004279 2988231 2975626 2964800
5 California 39536653 39296476 39032444 38701278
6 Colorado 5607154 5530105 5440445 5342311
7 Connecticut 3588184 3587685 3593862 3600188
8 Delaware 961939 952698 944107 934805
9 District of Columbia 693972 684336 672736 660797
10 Florida 20984400 20656589 20268567 19897747
11 Georgia 10429379 10313620 10199533 10083850
12 Hawaii 1427538 1428683 1426320 1417710
13 Idaho 1716943 1680026 1649324 1630391
14 Illinois 12802023 12835726 12862051 12882438
15 Indiana 6666818 6634007 6610596 6593182
16 Iowa 3145711 3130869 3118473 3105563
17 Kansas 2913123 2907731 2905789 2899553
18 Kentucky 4454189 4436113 4422057 4410415
19 Louisiana 4684333 4686157 4671211 4648797
20 Maine 1335907 1330232 1327787 1328903
21 Maryland 6052177 6024752 6000561 5970245
22 Massachusetts 6859819 6823721 6794002 6757925
23 Michigan 9962311 9933445 9918170 9914675
24 Minnesota 5576606 5525050 5483238 5452649
25 Mississippi 2984100 2985415 2985297 2988578
26 Missouri 6113532 6091176 6072640 6058014
27 Montana 1050493 1038656 1028317 1019931
28 Nebraska 1920076 1907603 1893564 1880920
29 Nevada 2998039 2939254 2883057 2831730
30 New Hampshire 1342795 1335015 1330134 1328684
31 New Jersey 9005644 8978416 8960001 8943010
32 New Mexico 2088070 2085432 2082264 2083207
33 New York 19849399 19836286 19819347 19773580
34 North Carolina 10273419 10156689 10041769 9941160
35 North Dakota 755393 755548 754859 738658
36 Ohio 11658609 11622554 11606027 11593741
37 Oklahoma 3930864 3921207 3904353 3875008
38 Oregon 4142776 4085989 4016537 3960673
39 Pennsylvania 12805537 12787085 12791124 12790341
40 Rhode Island 1059639 1057566 1055916 1054782
41 South Carolina 5024369 4959822 4892423 4824758
42 South Dakota 869666 861542 854036 849455
43 Tennessee 6715984 6649404 6590726 6540007
44 Texas 28304596 27904862 27454880 26954436
45 Utah 3101833 3044321 2984917 2938671
46 Vermont 623657 623354 624455 625665
47 Virginia 8470020 8414380 8366767 8316902
48 Washington 7405743 7280934 7152818 7046931
49 West Virginia 1815857 1828637 1839767 1847624
50 Wisconsin 5795483 5772917 5759744 5751272
51 Wyoming 579315 584910 586102 583334
52 Puerto Rico 3337177 3406520 3473177 3534874

Excel Student Data Files 2019/EL2C6/PBMReport.docx

Pizza by Mario Franchise Expansion Marketing Report By: Student Name

Pizza by Mario Franchise Expansion

Selected States for New Franchises

The states selected for franchise expansions are located geographically adjacent to states in which existing franchises are located. This decision was made in consultation with the NuTrends Market Research consultant for the following reasons:

· Minimize travel area for head office personnel

· Provide for lower distribution costs of supplies from the head office warehouse

· Lower cost of travel for franchisees to training and meetings at head office

NuTrends Market Research provided the latest population estimates from the U.S. Census Bureau for the target states. The following chart depicts these estimates.

New franchises have been planned in Illinois, Indiana, and Kentucky. Based on the state populations shown in the chart, the writer recommends that Pizza by Mario consider actively recruiting new franchises within Ohio, Michigan, Indiana, and Illinois.

Excel Student Data Files 2019/EL2C6/PropMgt.xlsx

Site Managers

Riverside Property Management

Ver

MAFA19

Excel Student Data Files 2019/EL2C6/PropMgtData.accdb

BldgCde BldgName Address Units Appliances Notes
A115W Coventry Park 33 Westview Road 38 New   roof   in 2022
B120F Mornington Place 1100 Forrester Lane 60 Furnace and air conditioning units under warranty until  2021
C125L Bayview Towers 12 Lakeview Circle 110 Parking lot resurfaced  in 2015
D154L London Line 53 London Line 55 Patio work to commence 2023
E139P By the Park 1234 Park Road 200
TenantName StartDate EndDate SecDeposit
Ed Fraser 1/3/21 2/28/22 ¤ 1,400.00
Helena Reiser 2/1/21 1/31/22 ¤ 1,378.00
Mona Ayoub 2/1/21 1/31/22 ¤ 1,300.00
Vicky Cortez 3/1/21 2/28/22 ¤ 1,400.00
Wei Chen 1/1/21 12/31/21 ¤ 1,300.00
BldgCde SiteMgr Phone Cell HireDate
A115 Blair Jenkins 800-555-3485 226-555-3748 2/8/15
B120 Maria Hernandez 800-555-8675 519-555-3996 4/23/19
C125 Cody Doxtator 800-555-9677 519-555-7795 9/15/14
D154 Sean Williams 800-555-1444 226-555-4906 9/7/18
E139 Dani Westlake 800-555-4777 226-555-2525 4/24/20
BldgCde UnitNo TenantName Phone Rent
A115W 110 Wei Chen 519-555-8776 ¤ 1,300.00
A115W 215 Mona Ayoub 519-555-2286 ¤ 1,300.00
A115W 320 Helena Reiser 519-555-7668 ¤ 1,378.00
A115W 312 Ed Fraser 519-555-4666 ¤ 1,400.00
A115W 201 Vicky Cortez 226-555-4779 ¤ 1,400.00
SELECT [Buildings].[BldgCde], [Buildings].[BldgName] FROM Buildings ORDER BY [BldgName];
PARAMETERS __TenantName Value; SELECT DISTINCTROW * FROM [SELECT [Leases].[TenantName], [Leases].[StartDate], [Leases].[EndDate], [Leases].[SecDeposit] FROM Leases]. AS TenantsAndLeases WHERE ([__TenantName] = TenantName);
SELECT DISTINCTROW * FROM Buildings;
SELECT [Leases].[TenantName], [Leases].[StartDate], [Leases].[EndDate], [Leases].[SecDeposit] FROM Leases;
SELECT DISTINCTROW * FROM Tenants;
SELECT Tenants.BldgCde, Tenants.UnitNo, Leases.TenantName, Tenants.Phone, Leases.StartDate, Leases.EndDate, Tenants.Rent, Leases.SecDeposit FROM Leases INNER JOIN Tenants ON Leases.TenantName = Tenants.TenantName ORDER BY Leases.StartDate;

Excel Student Data Files 2019/EL2C6/RentalListingsCSV.csv

Listing ID,Unit #,Rent,Bed,Bath,Size (Sqft),Status 2008996,208,1250,2,1,1005,Vacant 2004863,315,1900,3,2,1325,Vacant 2001154,107,1250,2,1,1005,Rented 2003946,807,750,1,1,720,Vacant 2007847,1112,1400,2,2,1100,Vacant 2003699,310,1325,2,1.5,1100,Vacant 2001424,502,1900,3,2,1325,Rented 2002068,114,750,1,1,720,Rented 2001659,613,750,1,1,720,Vacant 2006107,211,1250,3,2,1325,Vacant 2001281,704,1400,2,2,1100,Vacant 2005591,1212,750,1,1,720,Rented 2004816,1003,1250,2,1,1005,Vacant 2009858,410,1250,2,1,1005,Vacant 2003591,706,1975,3,2.5,1450,Vacant

Excel Student Data Files 2019/EL2C6/TenantsTxt.txt

BldgCde UnitNo TenantName Phone StartDate EndDate Rent SecDeposit A115W 112 Pat McCann 519-555-3485 3/1/2021 2/28/2022 1490 1490 A115W 113 Craig Degroot 226-555-6485 3/1/2021 2/28/2022 1490 1490 A115W 114 Diane Bower 519-555-6748 3/1/2021 2/28/2022 1684 1684 A115W 116 Norman Kilborn 226-569-3652 4/1/2021 3/31/2022 1490 1490 A115W 117 Bruce Hanley 226-555-7486 4/1/2021 3/31/2022 1684 1684 A115W 121 Chase Caughlin 519-555-6348 4/1/2021 3/31/2022 1684 1684 A115W 125 Marc Bernardi 226-555-6485 4/1/2021 3/31/2022 1490 1490 A115W 102 Chantal Alder 519-555-9647 5/1/2021 4/30/2022 1116 1116 A115W 104 Gerri Schell 226-555-7469 5/1/2021 4/30/2022 1116 1116 A115W 105 Karl Walters 519-555-1258 5/1/2021 4/30/2022 991 991 A115W 106 John Ridley 226-555-6345 5/1/2021 4/30/2022 1231 1231 A115W 107 Erin Micks 519-555-4589 5/1/2021 4/30/2022 1116 1116 B120F 108 Toni Hwang 519-555-6348 5/1/2021 4/30/2022 991 991 B120F 109 Felix Kirkton 519-555-7486 5/1/2021 4/30/2022 991 991 B120F 110 Miranda Ley 226-555-3615 6/1/2021 5/31/2022 1404 1404 B120F 120 Fatima Mancini 226-555-6441 6/1/2021 5/31/2022 1404 1404 C125L 122 Perri Paulson 519-555-3452 6/1/2021 5/31/2022 1404 1404 C125L 201 Dawson Riccardi 226-555-1223 7/1/2021 6/30/2022 1620 1620 C125L 205 Cyril Gallagher 519-555-4523 7/1/2021 6/30/2022 1620 1620 C125L 203 Brian Forsyth 226-555-7466 7/1/2021 6/30/2022 1404 1404 C125L 201 Ken Haskell 519-555-6663 7/1/2021 6/30/2022 1231 1231 D154L 402 Angela Labelle 519-555-9967 8/1/2021 7/31/2022 1800 1800 D154L 410 Ron Millette 519-555-8823 9/1/2021 8/31/2022 1900 1900 D154L 411 Dave Pristas 226-555-7774 9/1/2021 8/31/2022 1850 1850 E139P 230 Heather Schwab 226-555-5662 9/1/2021 8/31/2022 2300 2300 E139P 228 Winnie Tilson 226-555-3446 9/1/2021 8/31/2022 2100 2100 E139P 224 Anna Weston 226-555-4555 9/1/2021 8/31/2022 2000 2000

Excel Student Data Files 2019/EL2C6/UIRateMI.csv

Year,Jan,Feb,Mar,Apr,May,Jun,Jul,Aug,Sep,Oct,Nov,Dec 2007,7,6.9,6.9,6.9,6.9,7,7.1,7.2,7.3,7.4,7.4,7.3 2008,7.3,7.3,7.4,7.6,7.8,8,8.2,8.4,8.7,9,9.5,10.1 2009,11.2,12.2,13.1,13.8,14.4,14.9,14.7,14.6,14.4,14.2,14,13.9 2010,13.7,13.5,13.3,13,12.7,12.4,12.2,12,11.9,11.7,11.4,11.2 2011,10.9,10.7,10.6,10.5,10.5,10.5,10.4,10.3,10.1,9.8,9.6,9.4 2012,9.2,9.1,9.1,9.1,9.1,9.1,9.1,9,9,9,9,9 2013,8.9,8.9,8.8,8.7,8.6,8.6,8.5,8.5,8.4,8.3,8.2,8 2014,7.9,7.8,7.6,7.5,7.3,7.1,7,6.8,6.7,6.6,6.5,6.4 2015,6.3,5.9,5.6,5.4,5.5,5.5,5.3,5.1,5,5,4.9,4.9 2016,4.9,4.9,4.9,4.9,4.9,4.9,5,5,5.1,5.1,5.2,5.1 2017,5,4.8,4.6,4.4,4.4,4.4,4.5,4.6,4.7,4.7,4.7,4.7

Excel Student Data Files 2019/EL2C7/BillingsDec17.xlsx

BillingSummary

O'Donovan & Sullivan Law Associates
Associate Billing Summary
December 13 to 17, 2021
File Client Date Last Name First Name Attorney Area Billable Hours Rate
FL-325 10104 12/13/21 Ferreira Joseph Marty O'Donovan Divorce 2.25 185.00
EP-874 10865 12/13/21 Wilson Aaron Marty O'Donovan Wills 1.50 155.00
CL-412 10125 12/13/21 Schmidt Hilary Toni Sullivan Corporate 3.50 175.00
IN-745 10210 12/14/21 Boscovic Victor Rosa Martinez Insurance 1.25 200.00
EL-632 10225 12/14/21 Armstrong Daniel Rosa Martinez Employment 2.25 165.00
RE-655 10856 12/14/21 Jensen Venkat Kyle Williams Real Estate 3.50 175.00
CL-501 10341 12/15/21 Fletcher Dana Toni Sullivan Corporate 4.25 175.00
CL-521 10334 12/15/21 Marsales Gene Toni Sullivan Corporate 1.50 175.00
PL-348 10420 12/15/21 Torrez Alexander Rosa Martinez Patent 1.75 200.00
RE-833 10425 12/15/21 Hammond Abelard Kyle Williams Real Estate 4.75 175.00
EL-632 10225 12/15/21 Armstrong Daniel Rosa Martinez Employment 5.25 165.00
PL-512 10290 12/16/21 Tonini Sam Rosa Martinez Pension 1.75 185.00
IN-745 10210 12/16/21 Boscovic Victor Rosa Martinez Insurance 1.25 200.00
EP-922 10358 12/16/21 Norvich Jenna Marty O'Donovan Wills 1.00 155.00
FL-385 10278 12/16/21 Moore Lana Marty O'Donovan Separation 1.50 165.00
CL-450 10358 12/17/21 Poissant Henri Toni Sullivan Corporate 1.75 175.00
IN-801 10346 12/17/21 Sebastian Paul Rosa Martinez Insurance 2.25 200.00
EP-685 10495 12/17/21 Kinsela Frank Rosa Martinez Estate 2.75 200.00
RE-903 10228 12/17/21 Giovanni Alphonse Kyle Williams Real Estate 1.50 175.00

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Excel Student Data Files 2019/EL2C7/NationalCS.xlsx

GeneralLedger

National Online Marketing Inc.
Accounting Department
General Ledger Journal Entry Documentation
Internal Chargeback for Computing Services Department
Batch Technical Service Requests (TSRs) GL Account Journal Entry
Parts Labor Total CSDept-TSR Dept Code Number Number
Accounting $ 557.45 $ 820.00 $ 1,377.45 CS-4020 225 010501 159021
Executive Administration 1,057.45 1,550.00 2,607.45 CS-4021 216 010510 159022
Finance 355.22 225.00 580.22 CS-4022 166 010542 159023
Human Resources 187.42 85.50 272.92 CS-4023 187 010553 159024
Graphics Design 637.54 265.75 903.29 CS-4024 210 010555 159025
Electronic Production 857.00 355.00 1,212.00 CS-4025 350 010560 159026
Marketing 14.00 275.50 289.50 CS-4026 452 010575 159027
Web Programming 72.47 65.75 138.22 CS-4027 284 010582 159028
Planning and Development 65.84 55.50 121.34 CS-4028 310 010585 159029
President's Office 154.75 65.50 220.25 CS-4029 105 010590 159030
Purchasing 346.85 255.50 602.35 CS-4030 243 010596 159031
$ 8,324.99

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Excel Student Data Files 2019/EL2C7/NationalInv.xlsm

Invoice

National Business Solutions INVOICE
54 Valley Way, Rockville, MD 20853
301-555-1455 [Phone] 301-555-8787 [Fax]
Customer Info: Invoice No:
Date:
Shipping Info:
Method of Payment
Quantity Description Unit Price Line Total
Subtotal $ - 0
Sales Tax @ 6.5% $ - 0
TOTAL $ - 0
Thank you for your business

MOP

Method of Payment
e-Transfer 1
Check 2
Visa 3
MC 4

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Excel Student Data Files 2019/EL2C7/NationalJE.xlsx

GeneralJournal

National Online Marketing Inc.
Accounting Department
General Journal Entry Supporting Documentation
Internal Chargeback for Computing Services Department
Batch Technical Service Requests (TSRs) GL Account Journal Entry
Parts Labor Total TSR Dept Code Number Number
Accounting $ - 0 $ 1,525.00 $ 1,525.00 CS-4042 225 011475 160101
Executive Administration 1,564.27 985.50 2,549.77 CS-4043 216 011482 160102
Finance 964.32 635.50 1,599.82 CS-4044 166 011435 160103
Human Resources 397.45 225.50 622.95 CS-4045 187 011485 160104
Graphics Design 417.45 175.50 592.95 CS-4046 210 011415 160105
Electronic Production 215.48 475.50 690.98 CS-4047 350 011443 160106
Marketing 1,048.57 725.50 1,774.07 CS-4048 452 011409 160107
Web Programming 975.85 854.50 1,830.35 CS-4049 284 011462 160108
Planning and Development 161.45 132.50 293.95 CS-4050 310 011473 160109
President's Office - 0 425.00 425.00 CS-4051 105 011455 160110
Purchasing 415.87 175.50 591.37 CS-4052 243 011428 160111
$ 12,496.21

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Excel Student Data Files 2019/EL2C7/NWinterSch.xlsx

Winter

Noranda Sportsplex
Winter Swimming Schedule
Day Start time End time Pool Activity
DAYTIME
Monday, Wednesday 6:30 7:50 All Adult swim
Tuesday, Thursday, Friday 6:30 7:50 All Moms & tots swim
Monday, Wednesday 8:00 8:45 Blue, Green Beginner aquafit
Tuesday, Thursday, Friday 8:00 8:45 Blue, Green Adult swim
Monday, Wednesday 8:00 8:45 Red Deep water aquafit
Monday, Wednesday 9:00 9:45 Blue, Green Intermediate aquafit
Monday, Wednesday 9:00 9:45 Red Senior aquafit
Tuesday, Thursday, Friday 9:00 9:45 Red Beginner aquafit
Monday, Wednesday 10:00 11:45 All Leisure swim
Tuesday, Thursday, Friday 10:00 11:45 Blue, Green Senior aquafit
Saturday, Sunday 9:00 11:45 All Swimming lessons
Monday, Wednesday 1:00 1:45 Blue Moms & tots swim
Tuesday, Thursday, Friday 1:00 1:45 Red, Green Intermediate aquafit
Monday, Wednesday 2:00 3:45 All Leisure swim
Tuesday, Thursday, Friday 2:00 3:45 Blue, Green Private bookings
Tuesday, Thursday, Friday 2:00 3:45 Red Diving club
Monday, Wednesday 2:00 3:45 Blue, Green Intermediate aquafit
Tuesday, Thursday, Friday 2:00 3:45 Blue, Green Beginner aquafit
Saturday, Sunday 2:00 4:45 All Family swim
EVENINGS
Monday, Wednesday 5:00 5:45 Blue, Green Swimming lessons
Tuesday, Thursday, Friday 5:00 5:45 Blue, Green Swimming lessons
Monday, Wednesday 5:00 5:45 Red Beginner aquafit
Tuesday, Thursday, Friday 5:00 5:45 Red Deep water aquafit
Monday, Wednesday 6:00 6:45 All Swimming lessons
Tuesday, Thursday, Friday 6:00 6:45 All Swimming lessons
Monday, Wednesday 7:00 7:45 All Swimming lessons
Tuesday, Thursday, Friday 7:00 7:45 All Swimming lessons
Monday, Wednesday 8:00 9:45 Blue, Green Leisure swim
Tuesday, Thursday, Friday 8:00 9:45 Blue, Green Adult swim
Monday, Wednesday 8:00 9:45 Red Deep water aquafit
Tuesday, Thursday 8:00 9:45 Red Adult lane swim
Friday 8:00 8:45 Red Diving club

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Excel Student Data Files 2019/EL2C7/PBMNewFranchiseRev.xlsx

Startups

Pizza by Mario Franchise
Target Franchise Startups for 2021 by State
City State Store Month Target Revenue Year 1
Chicago Illinois 135 January 650000
Chicago Illinois 136 March 515000
Peoria Illinois 137 May 375000
Rockford Illinois 138 July 292500
Ft. Wayne Indiana 139 January 485500
Indianapolis Indiana 140 March 505500
Indianapolis Indiana 141 June 355000
Lexington Kentucky 142 February 556500
Lexington Kentucky 143 June 327500
Louisville Kentucky 144 May 362500
Louisville Kentucky 145 September 220500
St. Louis Missouri 146 January 635750
St. Louis Missouri 147 October 166750
Springfield Missouri 148 February 562750
Bloomington Minnesota 149 January 625550
Bloomington Minnesota 150 July 315750
Minneapolis Minnesota 151 August 275800
Minneapolis Minnesota 152 September 212750
St. Paul Minnesota 153 October 185750
St. Paul Minnesota 154 November 110550

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Excel Student Data Files 2019/EL2C7/VB-MusicNotes.png

Excel Student Data Files 2019/EL2C8/CRAnalysis.xlsx

NewCar

CutRate Car Rentals
New Car Procurement Costs
Pilot Project Results
Vendor Buy Ford Lease Ford Buy Chrysler Lease Chrysler Buy Toyota Lease Toyota Buy Honda Lease Honda Buy GM Lease GM
2018 $ 22,860 $ 15,217 $ - 0 $ - 0 $ 104,904 $ 103,472 $ - 0 $ - 0 $ - 0 $ - 0
2019 55,801 57,107 41,436 48,113 - 0 - 0 92,000 72,204 118,738 108,184
2020 75,850 74,570 91,378 62,579 159,050 130,540 - 0 - 0 89,501 52,433
2021 51,472 39,539 - 0 - 0 - 0 - 0 - 0 - 0 83,296 228,592
TOTALS 205,983 186,433 132,814 110,692 263,954 234,012 92,000 72,204 291,535 389,209
SUMMARY OF PILOT PROJECT COSTS
BUY LEASE DIFFERENCE LOWER COST ALTERNATIVE Difference as a Percent of Buy Costs
2018 $ 127,764 $ 118,689 $ 9,075 Lease had lower cost 7.1%
2019 307,975 285,608 22,367 Lease had lower cost 7.3%
2020 415,779 320,122 95,657 Lease had lower cost 23.0%
2021 134,768 268,131 (133,363) Buy had lower costs -99.0%
TOTAL $ 986,286 $ 992,550 $ (6,264) Buy had lower costs -0.6%
Value Conditional formatting applied to top 10% identifies Toyota and GM as most expensive vendors

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Excel Student Data Files 2019/EL2C8/CRCustomers.xml

All-90435 All Pro Auto Repair Kevin Newbury (904) 555-3421 Bay-81372 Bayside Auto Repair Alex Tibbitt (813) 555-0507 Car-81310 Lambton Inc. Steve Trubey (813) 555-1084 Cen-81303 JDSK Enterprises Wes Cortex (813) 555-8923 Flo-78634 Williamson & Sons Fred Mahoney (786) 555-5242 J&D-78611 Florida Hotel Inc. Jon Davidson (786) 555-4777 Jac-81372 Jack’s Timeless Classics Jack Johnson (813) 555-9111 Jay-78630 Halliwell Insurance Jacob Daniels (786) 555-3451 Kei-78631 Peter's Basics Keith Morehouse (786) 555-6639 Mar-78635 Hotels & Suites Marty Robinson (786) 555-1234 Nic-90441 Livery Inc. Nick Stone (904) 555-8890 One-90497 Corp Insurance Fred Williams (904) 555-3344 Ran-35261 Portus Insurance Randy Petersen (352) 555-7877 Ste-90411 Westview College Sean Stewart (904) 555-7774 Tir-90409 Norman University John Broward (904) 555-3222 Tre-90446 Trevor’s Rolling Wheels Trevor Craig (904) 555-2258

Excel Student Data Files 2019/EL2C8/CRFinalPrices.xlsx

FinalPrices

CutRate Car Rentals
Final 2021 Rental Rates
Effective Date: May 1, 2021
Category Weekday (Mon to Thu) Weekend (Fri to Sun) Weekly (*Min 5 days) Monthly (*Min 21 days) **Corporate Discount
Compact $ 35.99 $ 55.99 $ 175.99 $ 675.99 12%
Mid-size 38.99 62.99 185.99 692.99 15%
Full-size 40.99 65.99 215.99 775.99 20%
Minivan 75.99 130.99 251.99 866.99 20%
SUV 89.99 135.99 249.99 885.99 12%
Luxury 99.99 155.99 329.99 999.99 12%
*Days rented must be consecutive to qualify for weekly or monthly rate.
**Corporate discounts available to contract customers only (list updated January each year).

TargetRevenue

CutRate Car Rentals
Estimated Monthly Revenue
Effective Date: 5/1/21
Category Weekday (Mo to Th) Target Rentals Target Revenue Weekend (Fr to Su) Target Rentals Target Revenue Weekly (*Min 5 days) Target Rentals Target Revenue Monthly (*Min 21 days) Target Rentals Target Revenue
Compact $ 45.99 675 $ 31,043 $ 65.99 375 $ 24,746 $ 215.99 85 $ 18,359 $ 895.99 24 $ 21,504
Mid-size 48.99 880 43,111 72.99 410 29,926 225.99 92 20,791 942.99 30 28,290
Full-size 50.99 425 21,671 75.99 165 12,538 255.99 75 19,199 1,025.99 15 15,390
Minivan 85.99 310 26,657 140.99 144 20,303 291.99 68 19,855 1,116.99 18 20,106
SUV 99.99 198 19,798 149.99 85 12,749 285.99 38 10,868 1,132.99 15 16,995
Luxury 109.99 86 9,459 165.99 52 8,631 339.99 30 10,200 1,249.99 10 12,500
TOTAL Weekday: $ 151,739 Weekend: $ 108,894 Weekly: $ 99,272 Monthly: $ 114,784
TOTAL ESTIMATED MONTHLY REVENUE $ 474,689 TOTAL ESTIMATED MONTHLY REVENUE BY CRITERIA
Compact $ 95,652
*Days rented must be consecutive to qualify for weekly or monthly rate. Mid-size 122,118
Full-size 68,798
Minivan 86,921
SUV 60,410
Luxury 40,790
TOTAL $ 474,689

FinalPricesExport

CutRate Car Rentals
Final 2021 Rental Rates
Effective Date: May 1, 2021
Category Weekday (Mon to Thu) Weekend (Fri to Sun) Weekly (*Min 5 days) Monthly (*Min 21 days) **Corporate Discount
Compact 35.99 55.99 175.99 675.99 0.12
Mid-size 38.99 62.99 185.99 692.99 0.15
Full-size 40.99 65.99 215.99 775.99 0.2
Minivan 75.99 130.99 251.99 866.99 0.2
SUV 89.99 135.99 249.99 885.99 0.12
Luxury 99.99 155.99 329.99 999.99 0.12
*Days rented must be consecutive to qualify for weekly or monthly rate.
**Corporate discounts available to contract customers only (list updated January each year).

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Excel Student Data Files 2019/EL2C8/CRPricing.xlsx

ProposedRates

CutRate Car Rentals
Proposed Rental Rates for Review
Effective Date: May 1, 2021
Category Weekday (Mon to Thu) Weekend (Fri to Sun) Weekly (*Min 5 days) Monthly (*Min 21 days) **Corporate Discount
Compact $ 45.99 $ 65.99 $ 215.99 $ 895.99 15%
Mid-size 48.99 72.99 225.99 942.99 15%
Full-size 50.99 75.99 255.99 1,025.99 20%
Minivan 82.99 140.99 291.99 1,116.99 20%
SUV 92.99 145.99 285.99 1,132.99 10%
Luxury 95.99 160.99 339.99 1,249.99 10%
*Days rented must be consecutive to qualify for weekly or monthly rate.
**Corporate discounts available to contract customers only (list updated January each year).

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Excel Student Data Files 2019/EL2C8/crschema.txt

Excel Student Data Files 2019/EL2C8/HR2021Sales.xlsx

2021Sales

Hillsdale Realtors
2021 Sales and Commissions
Month Properties Sold Total Dollar Value Total Commissions Avg Percent
January 5 $ 625,874.00 $ 16,253.75 2.6%
February 8 1,158,623.00 35,967.48 3.1%
March 12 1,754,258.00 42,587.34 2.4%
Paradigm Publishing Inc.: Jesse Semencki: This month's records should be checked. We should not have such a low average.
April 11 965,875.00 28,911.42 3.0%
May 15 2,157,485.00 72,584.15 3.4%
June 18 7,658,963.00 274,158.23 3.6%
July 18 6,157,485.00 232,158.74 3.8%
August 20 10,658,412.00 410,258.15 3.8%
September 21 11,094,906.00 390,102.33 3.5%
October 23 7,716,625.00 270,081.88 3.5%
November 14 3,654,178.00 144,756.38 4.0%
December 10 2,348,659.00 88,124.65 3.8%
Total 175 $ 55,951,343.00 $ 2,005,944.50
Paradigm Publishing Inc.: Yelena Novotny: Let's look at co-broker fees next year to see if we can get a better return for our agents.		 3.6%

Private and Confidential

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Excel Student Data Files 2019/EL2C8/NationalLicenses.xlsx

Chargebacks

National Online Marketing Inc.
Computing Services Department
Software License Chargebacks for Microsoft Office 365
Unit cost per license $ 229.99
Department Quantity Chargeback Dept Code Journal Entry
Accounting 135 $ 31,048.65 225 158352
Executive Administration 18 4,139.82 216 158353
Finance 110 25,298.90 166 158354
Human Resources 152 34,958.48 187 158355
Graphics Design 96 22,079.04 210 158356
Electronic Production 221 50,827.79 350 158357
Marketing 65 14,949.35 452 158358
Web Programming 93 21,389.07 284 158359
Planning and Development 37 8,509.63 310 158360
President's Office 28 6,439.72 105 158361
Purchasing 95 21,849.05 243 158362
TOTAL 1,050 $ 241,489.50
Proof Total
1,050 licenses x $229.99 = $ 241,489.50

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Excel Student Data Files 2019/EL2C8/ntschema.txt

Excel Student Data Files 2019/EL2C8/NuTrendsPopByState.xlsx

PopByState

ID State July2017 July2016 July2015 July2014
1 Alabama 4,874,747 4,860,545 4,850,858 4,840,037
2 Alaska 739,795 741,522 737,979 736,759
3 Arizona 7,016,270 6,908,642 6,802,262 6,706,435
4 Arkansas 3,004,279 2,988,231 2,975,626 2,964,800
5 California 39,536,653 39,296,476 39,032,444 38,701,278
6 Colorado 5,607,154 5,530,105 5,440,445 5,342,311
7 Connecticut 3,588,184 3,587,685 3,593,862 3,600,188
8 Delaware 961,939 952,698 944,107 934,805
9 District of Columbia 693,972 684,336 672,736 660,797
10 Florida 20,984,400 20,656,589 20,268,567 19,897,747
11 Georgia 10,429,379 10,313,620 10,199,533 10,083,850
12 Hawaii 1,427,538 1,428,683 1,426,320 1,417,710
13 Idaho 1,716,943 1,680,026 1,649,324 1,630,391
14 Illinois 12,802,023 12,835,726 12,862,051 12,882,438
15 Indiana 6,666,818 6,634,007 6,610,596 6,593,182
16 Iowa 3,145,711 3,130,869 3,118,473 3,105,563
17 Kansas 2,913,123 2,907,731 2,905,789 2,899,553
18 Kentucky 4,454,189 4,436,113 4,422,057 4,410,415
19 Louisiana 4,684,333 4,686,157 4,671,211 4,648,797
20 Maine 1,335,907 1,330,232 1,327,787 1,328,903
21 Maryland 6,052,177 6,024,752 6,000,561 5,970,245
22 Massachusetts 6,859,819 6,823,721 6,794,002 6,757,925
23 Michigan 9,962,311 9,933,445 9,918,170 9,914,675
24 Minnesota 5,576,606 5,525,050 5,483,238 5,452,649
25 Mississippi 2,984,100 2,985,415 2,985,297 2,988,578
26 Missouri 6,113,532 6,091,176 6,072,640 6,058,014
27 Montana 1,050,493 1,038,656 1,028,317 1,019,931
28 Nebraska 1,920,076 1,907,603 1,893,564 1,880,920
29 Nevada 2,998,039 2,939,254 2,883,057 2,831,730
30 New Hampshire 1,342,795 1,335,015 1,330,134 1,328,684
31 New Jersey 9,005,644 8,978,416 8,960,001 8,943,010
32 New Mexico 2,088,070 2,085,432 2,082,264 2,083,207
33 New York 19,849,399 19,836,286 19,819,347 19,773,580
34 North Carolina 10,273,419 10,156,689 10,041,769 9,941,160
35 North Dakota 755,393 755,548 754,859 738,658
36 Ohio 11,658,609 11,622,554 11,606,027 11,593,741
37 Oklahoma 3,930,864 3,921,207 3,904,353 3,875,008
38 Oregon 4,142,776 4,085,989 4,016,537 3,960,673
39 Pennsylvania 12,805,537 12,787,085 12,791,124 12,790,341
40 Rhode Island 1,059,639 1,057,566 1,055,916 1,054,782
41 South Carolina 5,024,369 4,959,822 4,892,423 4,824,758
42 South Dakota 869,666 861,542 854,036 849,455
43 Tennessee 6,715,984 6,649,404 6,590,726 6,540,007
44 Texas 28,304,596 27,904,862 27,454,880 26,954,436
45 Utah 3,101,833 3,044,321 2,984,917 2,938,671
46 Vermont 623,657 623,354 624,455 625,665
47 Virginia 8,470,020 8,414,380 8,366,767 8,316,902
48 Washington 7,405,743 7,280,934 7,152,818 7,046,931
49 West Virginia 1,815,857 1,828,637 1,839,767 1,847,624
50 Wisconsin 5,795,483 5,772,917 5,759,744 5,751,272
51 Wyoming 579,315 584,910 586,102 583,334
52 Puerto Rico 3,337,177 3,406,520 3,473,177 3,534,874

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Excel Student Data Files 2019/EL2C8/PBMNewFranchises.xlsx

Startups

Pizza by Mario Franchise
Target Franchise Startups for 2021 by State
City State Store Month Prospective Franchisee
Chicago Illinois 135 January Doranda Pepelassis
Chicago Illinois 136 March Adrian Vosburg
Peoria Illinois 137 May Ana Peterson
Rockford Illinois 138 July Perry Thibeault
Ft. Wayne Indiana 139 January Corporate-owned
Indianapolis Indiana 140 March Dario Galiano
Indianapolis Indiana 141 June Gordon Lesniewski
Lexington Kentucky 142 February Steve Cummings
Lexington Kentucky 143 June Antonio Barbosa
Louisville Kentucky 144 May Terri Enriquez
Louisville Kentucky 145 September Keith Lawrence
St. Louis Missouri 146 January Corporate-owned
St. Louis Missouri 147 October Tori Scarpelli
Springfield Missouri 148 February Alice Wexler
Bloomington Minnesota 149 January Kayla Racicot
Bloomington Minnesota 150 July Corporate-owned
Minneapolis Minnesota 151 August Art Mickolwin
Minneapolis Minnesota 152 September Amanda Gourdreau
St. Paul Minnesota 153 October Gina Carvalo
St. Paul Minnesota 154 November George Lazenby

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Excel Student Data Files 2019/EL2C8/pbmschema.txt

Chicago Illinois 135 January Doranda Pepelassis Chicago Illinois 136 March Adrian Vosburg

Excel Student Data Files 2019/EL2C8/PFSales.xlsx

FirstQuarterSales

Premium Fitness Equipment Sales Ltd.
North American Division
First Quarter Sales
Purchase Date Region Salesperson Product Manufacturer Model Sale Price
4-Jan-21 North Kazmarek Treadmill Cybex CX500 1,575.00
4-Jan-21 North Fernandez Elliptical Vision VS3000 3,250.00
Whitney Simms: Whitney Simms: Price increase expected next year.
5-Jan-21 West Clarke Treadmill Vision VS5000 2,250.00
8-Jan-21 West Kazmarek Treadmill Cybex CX500 1,575.00
9-Jan-21 West Clarke Elliptical SportArt SA2501 2,588.00
11-Jan-21 North Clarke Elliptical TrueFit TF100 2,345.00
10-Jan-21 North Kazmarek Bike Cybex CX810 875.00
11-Jan-21 North Kazmarek Stepper Cybex CX700 2,499.00
12-Jan-21 North Fernandez Stepper SportArt SA4000 1,295.00
13-Jan-21 West Fernandez CrossTrainer TrueFit TF910 1,199.00
15-Jan-21 West Adams Treadmill TrueFit TF250 999.00
16-Jan-21 Central Adams Elliptical Vision VS3000 3,250.00
16-Jan-21 Central Kazmarek Elliptical Vision VS3000 3,250.00
16-Jan-21 Central Kazmarek Bike Cybex CX850 2,150.00
18-Jan-21 Central Clarke Bike Cybex CX810 875.00
18-Jan-21 South Clarke Stepper Cybex CX700 2,499.00
19-Jan-21 South Clarke CrossTrainer SportArt SA3450 2,245.00
20-Jan-21 East Adams Treadmill SportArt SA5010 1,249.00
22-Jan-21 East Adams Treadmill SportArt SA5000 1,500.00
22-Jan-21 South Fernandez Elliptical TrueFit TF150 2,500.00
23-Jan-21 East Fernandez Elliptical TrueFit TF100 2,345.00
25-Jan-21 East Clarke CrossTrainer TrueFit TF910 1,199.00
29-Jan-21 Central Adams Stepper SportArt SA4000 1,295.00
30-Jan-21 North Kazmarek Elliptical Cybex CX324 3,150.00
2-Feb-21 West Kazmarek Treadmill TrueFit TF250 999.00
2-Feb-21 South Fernandez Treadmill TrueFit TF280 1,150.00
5-Feb-21 East Fernandez Stepper Vision VS2200 1,745.00
8-Feb-21 Central Adams Bike Vision VS1000 975.00
8-Feb-21 Central Clarke CrossTrainer Cybex CX410 3,595.00
9-Feb-21 North Clarke Bike Cybex CX850 1,150.00
10-Feb-21 North Clarke Elliptical TrueFit TF150 2,500.00
12-Feb-21 South Fernandez Stepper TrueFit TF650 1,495.00
15-Feb-21 South Fernandez Bike Cybex CX850 1,150.00
20-Feb-21 East Adams Elliptical TrueFit TF100 2,345.00
3-Mar-21 East Kazmarek CrossTrainer SportArt SA3450 2,245.00
6-Mar-21 East Kazmarek Stepper SportArt SA4000 1,295.00
8-Mar-21 East Adams Elliptical SportArt SA2501 2,588.00
12-Mar-21 North Clarke Bike Vision VS1150 1,125.00
15-Mar-21 North Adams Treadmill Vision VS5000 2,250.00
16-Mar-21 West Adams CrossTrainer Vision VS1050 2,975.00
20-Mar-21 West Fernandez Stepper Vision VS2200 1,745.00
25-Mar-21 Central Kazmarek Treadmill Cybex CX500 1,575.00
29-Mar-21 Central Kazmarek Stepper Cybex CX700 2,499.00

Prepared by Sean Stevenson

SalesByRegion

Model (All)
Sum of Sale Price Column Labels
Row Labels Adams Clarke Fernandez Kazmarek Grand Total
Central 5,520 4,470 8,474 18,464
East 7,682 1,199 4,090 3,540 16,511
North 2,250 7,120 4,545 8,099 22,014
South 4,744 6,295 11,039
West 3,974 4,838 2,944 2,574 14,330
Grand Total 19,426 22,371 17,874 22,687 82,358

PivotChart

Adams Central East North South West 5520 7682 2250 3974 Clarke Central East North South West 4470 1199 7120 4744 4838 Fernandez Central East North South West 4090 4545 6295 2944 Kazmarek Central East North South West 8474 3540 8099 2574

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Excel Student Data Files 2019/EL2C8/PreMfgTargets.xlsx

Targets

Precision Design and Packaging
Bulk Container 2021 Manufacturing Units (in thousands)
Model Number Description East West North South Total
PD-1140 Gaylord with lid 2,531 3,251 4,215 3,845 13,842
PD-2185 Premium Gaylord with lid 2,251 3,157 4,185 3,214 12,807
PD-1150 Gaylord bottom 5,234 5,584 6,145 4,832 21,795
PD-1155 Gaylord lid 5,234 5,584 6,145 4,832 21,795
PD-3695 Telescoping top and bottom 10,253 12,458 11,254 14,853 48,818
PD-3698 Telescoping bottom 8,532 8,863 9,145 7,745 34,285
PD-3699 Telescoping top 7,541 8,651 8,842 7,652 32,686
PD-4100 Additional lids for telescoping containers 4,352 3,487 2,214 4,832 14,885
PD-4200 "D" 4-piece container 3,475 4,278 5,513 4,862 18,128
PD-4415 "EO" container 3,251 4,577 5,914 5,142 18,884
PD-5367 "EH" container 2,534 3,014 4,437 5,684 15,669
PD-6418 "E" container 6,523 6,988 7,214 6,348 27,073
PD-7459 Economy R.S.C. 6,325 6,942 6,845 6,512 26,624
PD-8854 Premium R.S.C. 5,214 5,748 6,145 6,327 23,434
PD-9101 Corrugated pads 15 x 15 15,241 18,241 16,854 17,458 67,794
PD-9105 Corrugated pads 20 x 12 16,325 19,652 22,418 20,463 78,858
PD-9110 Corrugated pads 24 x 18 12,453 15,874 17,698 18,496 64,521
PD-9115 Corrugated pads 30 x 30 8,653 8,846 9,154 7,763 34,416
Total 125,922 145,195 154,337 150,860 576,314
Proof of Total 576,314

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Excel Student Data Files 2019/EL2C8/supplier.xml

Knudsen Elker Bogart LLP Simonne VanBurn 386-555-7318 Accounting Services
211 Lakeland Blvd.
Daytona FL 32943 AutoMAX Inc. Jayden Hayward 734-555-8490 Promotional Supplies
2901 Commissioners Rd.
Wayne MI 48073 Herd Inc. Maurice Buyze 210-555-4371 Promotional Supplies
4600 Council Court
San Antonio TX 78941 Kartic International Jasper Martin 843-555-0730 Promotional Supplies
1107 Nobel Rd.
Ladson SC 29381 Shine Janitorial Services Lacey Burova 407-555-6462 Cleaning Services
92 Marion Ave.
Lake Mary FL 32940 QuickEats Vending Co. David Linh 352-555-7991 Confectionery/Food
55 Gorbe St.
Gainesville FL 32860 Brunell Insurance Group Alyssa Skolar 646-555-0837 Insurance
910 Label St.
New York NY 10089 Comtex IT Support Talea Obzen 925-555-8331 IT Services
45 Grant Ave.
Pleasanton CA 94833 Grande Office Supplies Parvez Atkins 828-555-4304 Office Supplies
9412 Barder Lane
Hickory NC 28072 Arpos Retail ERP Griffin Hill 612-555-3821 Software Provider
106 Highway Rd.
Chanhassen MN 55037 Linexus Inc. Priya Kerden 352-555-8149 Telecommunication
782 South Crossing Rd.
Ocala FL 34007

Excel Student Data Files 2019/EL2U1/ACLoan.xlsx

RelocationLoan

AllClaims Insurance Brokers
Proposed Office Relocation to One Downtown Square
Loan Payment and Interest Cost Analysis
LOAN COMPANY: NEWFUNDS TRUST DELTA CAPITAL
LOAN APPLICATION NUMBER: 9834DV1239-Y DC-983XY345-L6
Interest Rate 8.14% 9.30% annual rate
Amortization 20 16 years for repayment
Loan Amount $ 475,000 $ 475,000 principal amount borrowed
Monthly Payment
Monthly Principal Payment (1st payment) payment on principal for the first month of the loan
Total Loan Payments
NOTE:
Both payments are calculated based on a constant interest rate and a constant payment.
Recommendation for source of capital funds to relocate office:
Loan application number:

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Excel Student Data Files 2019/EL2U1/PreBulkSales.xlsx

Sales

Precision Design and Packaging
Bulk Container Sales
REGION
Model Description Distributor Category North South East West Total
PD-1140 Gaylord with lid Hinton A 73,100 67,856 46,875 33,415 221,246
PD-2185 Premium Gaylord with lid Kellerman C 67,850 36,248 24,541 36,412 165,051
PD-1150 Gaylord bottom Kellerman B 24,584 26,486 19,524 24,854 95,448
PD-1155 Gaylord lid Hinton D 25,865 36,846 66,234 24,854 153,799
PD-3695 Telescoping top and bottom Kellerman A 51,536 56,236 46,825 47,853 202,450
PD-3698 Telescoping bottom Kellerman A 72,253 35,158 48,125 35,568 191,104
PD-3699 Telescoping top Kellerman A 32,523 64,528 42,253 85,523 224,827
PD-4100 Additional lids for telescoping containers Hinton D 57,842 24,584 36,842 36,214 155,482
PD-4200 "D" 4 piece container Cortez A 14,578 39,452 19,563 23,458 97,051
PD-4415 "EO" container Hinton A 36,486 39,452 43,158 51,245 170,341
PD-5367 "EH" container Cortez A 65,125 67,325 29,457 35,125 197,032
PD-6418 "E" container Kellerman A 36,483 13,548 35,152 36,218 121,401
PD-7459 Economy R.S.C. Hinton E 35,685 34,526 28,458 51,124 149,793
PD-8854 Premium R.S.C. Cortez C 16,648 15,856 13,485 16,823 62,812
PD-9101 Corrugated pads 15 x 15 Hinton E 3,668 2,454 3,641 6,623 16,386
PD-9105 Corrugated pads 20 x 12 Hinton E 6,954 6,335 3,585 1,348 18,222
PD-9110 Corrugated pads 24 x 18 Hinton E 2,648 3,752 4,687 1,354 12,441
PD-9115 Corrugated pads 30 x 30 Hinton E 6,623 4,225 3,558 4,956 19,362
TOTAL 630,451 574,867 515,963 552,967 2,274,248

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Excel Student Data Files 2019/EL2U1/PreDistPymnt.xlsx

Payments

Precision Design and Packaging
Distributor Payments
Distributors Total Sales Bonus Payment
Cortez
Hinton
Kellerman

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Excel Student Data Files 2019/EL2U1/RSRHelpDesk.xlsx

StatusReport

RSR Computer Services Operator Summary
Help Desk Status Report ID Calls Total Time Avg Time
1
Operators 1 2 3 4 2
Last Name Santini Rubin Listowel Benton Number of Active calls: 3
First Name Hector Jane Terri Jamie Number of Closed calls: 4
Date Ticket No. Priority Type of Call Operator ID File No. Last Name First Name Time Spent Status
3/1/21 14401 1 Hardware 1 14401-1-1 2.25 Closed
3/2/21 14402 1 Password 2 14402-1-2 0.25 Closed
3/3/21 14403 1 OS 2 14403-1-2 0.5 Closed
3/3/21 14404 2 Email 1 14404-2-1 1.25 Closed
3/5/21 14405 1 Password 3 14405-1-3 0.25 Closed
3/5/21 14406 2 Hardware 4 14406-2-4 1.75 Active
3/5/21 14407 2 Email 4 14407-2-4 1 Closed
3/8/21 14408 3 Internet 4 14408-3-4 0.5 Closed
3/9/21 14409 3 Internet 2 14409-3-2 0.5 Closed
3/10/21 14410 1 Hardware 2 14410-1-2 3.25 Closed
3/12/21 14411 3 Email 1 14411-3-1 1 Closed
3/12/21 14412 3 Email 1 14412-3-1 0.5 Closed
3/15/21 14413 2 Internet 3 14413-2-3 0.75 Closed
3/15/21 14414 2 Internet 3 14414-2-3 1.25 Closed
3/16/21 14415 3 Password 2 14415-3-2 0.5 Closed
3/17/21 14416 2 Email 2 14416-2-2 0.75 Active
3/18/21 14417 1 Email 1 14417-1-1 1.25 Active
3/22/21 14418 1 Hardware 1 14418-1-1 2.25 Active
3/23/21 14419 3 OS 4 14419-3-4 1.75 Active
3/26/21 14420 2 Hardware 3 14420-2-3 1.25 Closed
3/26/21 14421 1 OS 1 14421-1-1 2.25 Closed
3/29/21 14422 3 Internet 2 14422-3-2 0.75 Active
3/30/21 14423 1 Hardware 4 14423-1-4 1 Active

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Excel Student Data Files 2019/EL2U2/GardenviewOpBdgt.docx

Gardenview Place Long-Term Care Operating Budget January 1, 20xx to December 31, 20xx [Student Name] – [Current Date]

Gardenview Place Long-Term Care

Hourly Wages Budget

Excel Student Data Files 2019/EL2U2/HillsClients.accdb

Company ClientName Address City Province PostalCode PhoneNumber
Ackerman Law Office Carol-Anne Brown 4564 River Road Corunna ON N7S 2G9 519-555-4563
Cleo Debra Tasker 408 Florence Avenue Petrolia ON N7T 9S9 519-555-1101
Central Sanitation Heather Levesseur 895 Durco Road Sarnia ON N8U 9S4 519-555-0002
Bouwma Lawn Care Kiera Eianrson 5465 Hyman Street London ON N0N 1C6 519-555-1426
The Computer Doctor Krista Hall 9887 Salisbury Street Sarnia ON N8U 5T5 519-555-5057
Brandon Home Designs Mary Best 497 Indian Road Sarnia ON N6F 2J4 519-555-5003
Peter Works Selena White 2248 Wonderland Road London ON N6C 3H7 519-555-4420
Byack & Smith Sharron Byack 2256 Wonderland Road London ON N8U 0S6 519-555-1428
Computer Tech Silvia Lockwood 2250 Wonderland Road London ON N8Y 8H5 519-555-7825
Dew Legal Services Stephanie Dew 5460 Templeton Crescent Courtright ON N8Y 1H1 519-555-8803
DrainWorks Plumbing Stephanie Simpson 749 Hamilton Road London ON N9D 2J6 519-453-5550
The Ocenary Tierra Kilsing 4563 Trafalgar Street London ON N7S 2F1 519-555-1480
Bentleys Tori White 747 Hamilton Road London ON N0D 8E9 519-555-1488
OffPath Trinity Klsing 496 Indian Road Sarnia ON N6C 3H3 519-555-5059
Tuker Industries Tucker Miller 5464 John Street London ON N9D 7U9 519-555-1579
Office Clean Tyron Wilner 5456 Tawny Road Sarnia ON N5H 2J2 519-555-5058
CMC Services Violet Rockland 465 Echo Road Sarnia ON N0D 2J9 519-555-8003

Excel Student Data Files 2019/EL2U2/HillsInvtPlan.xlsx

InvestmentPlanProposal

Hillsdale Financial Services
Investment Proposal
Client: Lou McAllister Risk tolerance score: 18
Advisor: Nadia Forrester Portfolio recommendation: Moderate
Investment Plan
Monthly contribution $ (250.00)
Number of years to invest 10
Forecasted annual investment return rate 5.50%
Projected value of plan at end of term $39,876.90
Assumptions
No change in payment amount.
Annual interest rate is average rate over the life of the plan.
No withdrawals during the investment period.

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Excel Student Data Files 2019/EL2U2/HillsModPortfolio.xlsx

ModeratePortfolio

Hillsdale Financial Services
Research Services Department Consumer Price Index Data
Recommended Investment Allocation for Moderate Portfolio
Funds
DW Bond Fund 40%
CJ West Fund 10%
Future Select Growth Fund 10%
Safeguard Trust 15%
JWJ International Equity Fund 15%
DW Harbor Fund 10%
Confidential Advisor Commission Information:
DW Bond CJ West Future Select Safeguard JWJ Int. Equity DW Harbor
Commission rates: 1.15% 1.23% 2.15% 2.35% 1. 85% 1.95%
Example of commission earned on average investment
Customer deposit in portfolio $ 5,000.00 Advisor commission ERROR:#VALUE!
DW Bond Fund CJ West Fund Future Select Growth Fund Safeguard Trust JWJ International Equity Fund DW Harbor Fund 0.4 0.1 0.1 0.15 0.15 0.1

DW Bond Fund CJ West Fund Future Select Growth Fund Safeguard Trust JWJ International Equity Fund DW Harbor Fund 0.4 0.1 0.1 0.15 0.15 0.1

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Excel Student Data Files 2019/EL2U2/HillsPortfoliosPPT.pptx

Hillsdale Financial Services

Portfolio Profiles

Aggressive Portfolio

Risk tolerance score of 19–24 points

Investor must be willing to accept additional risk in return for the potential of a higher growth opportunity

Minimum investment is $5,000

Aggressive Portfolio Allocation

DW Bond Fund CJ West Fund Future Select Growth Fund Safeguard Trust JWJ International Equity Fund DW Harbor Fund 0.125 0.15000000000000005 0.1 0.1 0.28000000000000008 0.24000000000000005

Conservative Portfolio

Risk tolerance score of 6–12 points

Investor’s goal is primarily to preserve capital

Minimum investment is $2,000

Conservative Portfolio Allocation

DW Bond Fund CJ West Fund Future Select Growth Fund Safeguard Trust JWJ International Equity Fund DW Harbor Fund 0.3000000000000001 0.3000000000000001 0.1 0.1 0.1 0.1

Moderate Portfolio

Risk tolerance score of 13–18 points

Investor’s profile is consistent with medium risk

Investor’s goal is long-term capital appreciation with a balance of risk versus return

Minimum investment is $5,000

Moderate Portfolio Allocation

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Excel Student Data Files 2019/EL2U2/HillsResearchInvtTbl.xlsx

InvestmentScenarios

Hillsdale Financial Services
Research Services Department Consumer Price Index Data
Recommended Investment Allocation for Moderate Portfolio
Investment Plan
Monthly contribution $ (250.00)
Number of years to invest 10
Forecasted annual investment return rate 5.50%
Projected value of plan at end of term $39,876.90
TABLE 1 Value of plan at increasing monthly contribution and increasing rate of return
4.00% 4.50% 5.00% 5.50% 6.00% 6.50%
-200
-250
-300
-350
-400
-450
-500
-550
-600

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