JA BizTown®: Professional Office BizPrep
Table of Contents
In preparation for the on-site visit, each JA BizTown business team (not each business
employee) will receive a BizPrep packet of paperwork that is specific to the operation of their
business. It will be the responsibility of the business employees to complete all the paperwork
prior to their visit.
This section of the Curriculum Guide includes samples of the necessary paperwork that will be
completed and then organized in a BizPrep Envelope. (Note: there will be one BizPrep
Envelope for each JA BizTown business.) If you have any questions relating to the completion
of the paperwork, please contact a JA BizTown staff member. Pages include:
JA BizTown Welcome Letter………………………………………………… page 1
This letter to the business CEO provides a checklist to be used during preparation for
the on-site visit. It helps ensure that the business group has completed all required
paperwork and tasks prior to the students’ simulation visit to JA BizTown.
JA BizTown Business Costs Sheet………………………………………… page 2
The Business Costs Sheet lists all employees, their salaries, their account numbers,
and all operating expenses that must be paid by the business during the JA BizTown
on-site simulation day.
JA BizTown Loan Application………………………………………………. page 3
The completed Loan Application will be brought to the JA BizTown Bank CEO, by the
business CEO, during Business Start-up time.
JA BizTown Promissory Note……………………………………………….. page 4
The completed Promissory Note will be taken to the JA BizTown Bank CEO, by the
business CEO, along with the completed Loan Application. The JA BizTown Attorney will
review it.
JA BizTown Newspaper Ad………………………………………………….. page 5
This document outlines the guidelines for the business’s newspaper ad and is collected
by the Newspaper Advertising Executive on the day of the simulation.
JA BizTown Radio Ad………………………………………………………….page 6
The Radio Ad provides an ad to be read on air by the Disc Jockey. The ad will be
collected by the Broadcast Center Advertising Executive on the day of the simulation.
JA BizTown Television Ad…………………………………………………… page 7
The Television Ad provides an ad to be read during the television broadcast. The
Broadcast Center video production team will collect the ad on the day of the simulation.
JA BizTown Philanthropy Pledge Sheet……………………………………page 8
This form, if signed by all business members and brought to JA BizTown, signifies a
business commitment of support to the JA BizTown non-profit organization.
JA BizTown Business Overview……………………………..…………...….page 9
The Business Overview gives students the opportunity to review their responsibilities as
a business team.
JA BizTown®: Professional Office BizPrep
Welcome Letter
CPA:
We are looking forward to your school’s on-site simulation visit to JA BizTown and hope that
you and your team are as well. We know you are learning a lot about operating your own
business and handling your own checking account. Before long, you will be able to put your
knowledge to work and, hopefully, see success for both yourself and your business.
You will find many important papers in this BizPrep Packet. All pages must be read and/or
completed before coming to JA BizTown and must be brought with you on the day of your onsite visit. There are also several tasks to be completed in preparation for your visit. Please
use the checklist below to assure that all paperwork and tasks are completed.
_____The Business Cost Sheet has been completed and checked for accuracy.
_____The Loan Application has been completed and is ready to be taken to the JA BizTown Bank.
_____The Promissory Note has been completed and is ready to be taken to the JA BizTown Bank.
_____The Radio Ad has been written clearly and legibly.
_____The Newspaper Ad is completed neatly and correctly.
_____The Television Ad is prepared correctly.
_____The Philanthropy Pledge Sheet has been signed, indicating your business’ pledge to
support charitable giving.
_____Each employee has:
 written his/her name on the top left corner of every personal check and deposit ticket.
 written his/her account number on their checkbook cover, bottom right corner of every
personal check, and deposit ticket. The assigned account numbers are found on the
Business Cost Sheet.
 completed the first deposit ticket requesting $2.00 cash back and recorded the first deposit
entry in the checkbook register.
 written the check to the Bank for $1.50 to open their personal savings account, and recorded
the entry in their checkbook register.
_____ (optional) Each employee has a name tag.
Your signature at the bottom of this page indicates that your business team is ready for business!
Thank you for handling this responsibility!
We look forward to seeing you soon,
Lena Yarian
President, JA of Northern Indiana
Our business has prepared each of the above items:___________________________
CPA’S Signature
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JA BizTown®: Professional Office BizPrep
Business Cost Sheet
Student Name (First and Last Name)
CPA
Account # Break
Salary Periods
Salary
___________________________________________
186
Yellow
$9.00 X 2 = ___________
CFO ____________________________________________
187
Red
$9.00 X 2 = ___________
Non-Profit Director _________________________________
188
Green
$9.00 X 2 = ___________
Attorney _________________________________________
189
Green
$9.00 X 2 = ___________
Insurance Agent __________________________________
190
Green
$9.00 X 2 = ___________
Investment Advisor 1 _______________________________
191
Yellow
$8.00 X 2 = ___________
Investment Advisor 2 _______________________________
192
Green
$8.00 X 2 = ___________
Investment Advisor 3 _______________________________
193
Red
$8.00 X 2 = ___________
Rental Agent ______________________________________
194
Red
$8.00 X 2 = ___________
Property Appraiser _________________________________
195
Yellow
$8.00 X 2 = ___________
NOTE: The above assigned account number MUST be the same account number written on the front of the citizen checkbook.
Section A: Total of All Salaries $ ____________
OPERATING COSTS
Advertising
Health Care
Taxes
Supplies
Utilities
Recycling
($4 to Newspaper, $8 to Broadcast Center)
($5 to Health Care Center)
($5 to City Hall)
- Personnel Taxes, Property Taxes
($7 to Supply Center)
- First Supply Order $5, Supply Reorders up to $2
($5 to Utility Company)
($2 to Utility Company)
$12.00
$5.00
$5.00
$7.00
$5.00
$2.00
Section B: Total Operating Cost $ ____________
Total Business Costs:
(Salaries plus Operating Costs)
$
A+B
Transfer the Total Business Costs
to Line 3 on the Loan Application.
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JA BizTown®: Professional Office BizPrep
Loan Application
BUSINESS INFORMATION
Business name: ______________________________________________________________
Do you provide a good or a service? ______________________________________________
Use the information on the Business Cost Sheet to complete this application
EMPLOYEE INFORMATION
Number of employees: ___________
Total of All Salaries: $_______________Line 1
Transfer from Business Cost Sheet: Section A
OPERATING COSTS INFORMATION
Total Operating Costs: $_______________Line 2
Transfer from Business Cost Sheet: Section B
TOTAL BUSINESS COSTS
Total Business Costs:
$_______________Line 3
Line 1 + Line 2
TOTAL INTEREST AMOUNT
(Multiply 5% times the Total Business Costs)
$_______________Line 4
TOTAL AMOUNT DUE
(Total Business Cost + Total Interest Amount)
$_______________Line 5
Line 3 x .05
Line 3 + Line 4
As a representative of the above named business, I agree to repay the Total Amount Due,
which includes both the loan amount requested plus interest. I certify that the above information
is correct to the best of my knowledge.
____________________________________________________________
(CPA’s Signature)
TO BE COMPLETED AT JA BizTown
Approved
Denied
_________________________________________
(Bank CEO’s Signature)
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JA BizTown®: Professional Office BizPrep
Promissory Note
Date: _______________________________
The undersigned promises to pay the JA BizTown Bank the sum of
$ ________________________________
plus interest at 5% per day on or before
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(Total Business Cost from Loan Application: Line 3)
the close of business on ________________________________________.
(Simulation Date)
The undersigned waives demand and notice and, in the event of failure to pay in full
on time, will pay all of the bank’s costs of collection, including reasonable attorney’s
fee.
By: _________________________________
CPA’s
Signature
__________________________________
Business Name
Verified: (signed at JA BizTown)
______________________________
Attorney Signature
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JA BizTown®: Professional Office BizPrep
Newspaper Advertisement
The newspaper published at JA BizTown will consist of articles and ads. Each
business is responsible for determining the text and headline for their business
advertisement. On the day of the visit, the newspaper staff will collect this
advertisement from your business and lay out the pages using the information you
provide below. Your article may need to be edited to fit into the newspaper.
(Characters include letters, spaces and punctuation.)
1. In the space below, write a headline for your business advertisement of no
more than 35 characters (4-6 words).
________________________________________________________
2. Using no more than 140 characters (15-20 words), write below a descriptive
advertisement for your business. Be creative!
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
Note: You will not know what items you are selling until you arrive at JA BizTown.
Take this opportunity to advertise the quality characteristics of your business. Let
people know what a great staff/business you will be running so they know why they
should visit your business.
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JA BizTown®: Professional Office BizPrep
Radio Advertisement
On the lines provided below, create a radio commercial for your business. A 30second commercial is about 110 words. Print it clearly so that your advertisement
can be read by the Disc Jockey.
Time: 30 seconds
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
_____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
Note: You will not know what items you are selling until you arrive at JA BizTown.
Take this opportunity to advertise the quality characteristics of your business. Let
people know what a great staff/business you will be running so they know why they
should visit your business.
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JA BizTown®: Professional Office BizPrep
Television Advertisement
On the lines provided below, create a television commercial for your business. A
30 to 45 second commercial is about 110 to 170 words. Print it clearly so that your
advertisement can easily be read on the air. You may bring simple props
approved by your teacher for filming at JA BizTown. If possible, 1-2 people from
your business may be involved in filming your commercial. Due to time
constraints, Broadcast Center Staff may read your commercial – they will not
necessarily act it out as you would.
Time: 30 – 45 seconds
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
___________________________________________________
Note: You will not know what items you are selling until you arrive at JA BizTown.
Take this opportunity to advertise the quality characteristics of your business. Let
people know what a great staff/business you will be running so they know why they
should visit your business.
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JA BizTown®: Professional Office BizPrep
Philanthropy Pledge
Good citizens are people who accept their share of responsibility for making their
community at JA BizTown a better place.
Across America, individuals may demonstrate their citizenship by donating their time,
skills, and money to charitable organizations. Here at JA BizTown, student citizens
have the opportunity to donate money to a worthy JA BizTown non-profit organization.
PHILANTHROPY PLEDGE
_____________________________________________________
(Business Name)
MY EMPLOYEES ARE
AWARE OF THE
MISSION OF NON-PROFIT ORGANIZATIONS
AND THEIR PURPOSES.
WE PLEDGE OUR FINANCIAL SUPPORT.
CPA’s Signature:
____________________________________________
Employees’ Signatures:
____________________
____________________
____________________
____________________
____________________
____________________
____________________
____________________
____________________
____________________
Note to JA Staff: BizPrep Overview

This document is located in the BizPrep Tab of the
____________________
____________________
curriculum guide and contains
the list of
documents that comprise the BizPrep paperwork
____________________
____________________
needed for the on-site simulation
visit.

Documents will need to be customized to
accompany the businesses operating in your JA
BizTown.
By signing the above philanthropy pledge, our business is agreeing to pay $2.00 to
support a non-profit organization. We understand the importance of giving back to the
community.
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This will be used as your “invoice” on your visit to JA BizTown.
JA BizTown®: Professional Office BizPrep
Business Overview
The Professional Office offers professional services by true professionals. This office
park is comprised of small business owners ready to serve the public!
CPA (CEO)
Obtains bank loan.
Signs all business payroll and expense checks.
Signs Insurance Policy and Rental Agreement.
Completes the Business Improvement Plan.
Meets with area businesses to discuss inventory
tracking.
6. Meets with business CFOs to discuss Loan
Payoffs.
7. Visits the Supply Center to verify inventory
accuracy.
1.
2.
3.
4.
5.
ATTORNEY
1. Reviews and signs legal documents (i.e. Loan
Agreements, Rental Agreements, Bank Charter,
Non-Profit Charter).
2. Investigates criminal case(s) and prepares case
results and recommendations.
3. Prepares and gives speech at the Closing Town
Meeting.
NON-PROFIT DIRECTOR
1. Selects worthwhile non-profit community
project(s) to support.
2. Sets the fundraising goal after Mayor determines
the population count.
3. Delivers a non-profit individual donation
container to each business and collects at end
of day.
4. Collects Philanthropy Pledge and business
donation from every business.
5. Completes and delivers Philanthropy Certificates
to businesses.
6. Forwards donations to CFO for deposit.
7. Prepares and gives speech at the Closing Town
Meeting.
PROPERTY APPRAISER
1. Measures/surveys each business noting size
and other relevant and required information.
2. Completes Property Appraisal for each JA
BizTown business.
3. Posts Property Appraisals in each business.
CFO
1. Inputs employee payroll information.
2. Prints and distributes employee payroll
checks.
3. Prints and distributes business expense
checks.
4. Keeps all records of business expenses
and payments.
5. Makes business deposits at Bank.
6. Signs all business checks if CPA (CEO) is
not available.
7. Tracks loan payoff progress.
INSURANCE AGENT
1. Issues Insurance Policies to each JA
BizTown business to cover property damage
and liability.
2. Prepares and delivers billing statements and
collects payments for Professional Services.
3. Determines validity and processes business
Insurance Claim Form and payment.
INVESTMENT ADVISOR
1. Markets to citizens the opportunity to invest
a portion of their savings in a stock portfolio.
2. Greets customers and assists them in
opening a stock portfolio using the
computer.
3. Enters customers into a daily prize drawing.
4. Tracks citizen participation for end of day
reporting.
5. Prepares and gives speech at the Opening
and Closing Town Meeting.
RENTAL AGENT
1. Distributes supplies received from the
Supply Center
2. Completes Rental Agreement for each JA
BizTown business.
3. Collects and stores the “For Rent” signs.
4. Fills in for Investment Advisor, if necessary.
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