CIS251System Development Methods

Portfolio Project Interview

In a prior interview, Miss Peach provided the information summarized below. She has also provided associated documentation she thought might be helpful.

Payroll

Currently Miss Peach pays her students $3 each Monday using paper money for doing their assigned chores during the week. She then charges them $1 for rent on their desks. She also pays bonuses for bringing in homework (about $8 a week) and for good behavior ($1 a day).

This works pretty well as far as it goes, but Miss Peach would like to model real life even more. With the new system, the students' pay would be posted to their bank accounts. In order for the tax tables to work, Miss Peach will have to increase the weekly salaries to about $150. Each week the students would receive an earnings statement that would list their gross pay (broken down by salary, bonuses, and hourly pay), their current deductions (Federal income tax, Social Security tax, Medicare tax, and Michigan state income tax), and their net pay deposited into their bank account. The rent for their desks would be inflated to $25 and would be an automatic deduction from the students' weekly pay. There would also be a column indicating the year-to-date values.

Although Miss Peach currently does not pay an hourly wage, she would like the option to do so at a later time.

Miss Peach has included a copy of her weekly earnings statement to be used as a model.

Earnings Statement

KellyElementary School

5150 Riverside Drive
Marshall, MI 49068 / Period Ending:9/24/2004
Pay Date:9/24/2004
Taxable Marital Status: Single
Exemptions/Allowances:
Federal:1
State:1 / Pamela Peach
135 Grove Street
Marshall, MI 49068
Earnings
/ rate / hours / this period / year to date
Regular / 650.00 / 650.00 / 2,600.00
Gross Pay
/ 650.00 / 2,600.00
Deductions
/
Statutory
Federal Income Tax / -70.73 / 282.92
Social Security Tax / -40.30 / 161.20
Medicare Tax / -9.43 / 37.72
MI State Income Tax / -22.88 / 91.52
Other
Direct Deposit / -506.66 / 2,026.64
Net Pay
/ $0.00

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Store

Currently Miss Peach opens the class store Monday, right after payday. She runs the store herself, but would like the new system to support students running the store. She keeps the inventory stocked fairly well considering her limited time and resources. She mostly uses standard school supplies (see list below), although she sometimes supplements the inventory with stickers and craft supplies from her own pocket or items donated by parents. Currently no records are kept.

Although very popular with the students, Miss Peach finds the current system way too chaotic. Her main goal is to use the computer to make it possible for the students to run the store themselves. Shifting the responsibility for running the store to her students would make it into a learning experience for them. It also would make it possible to open the store anytime a student is finished with his or her regular activities.

General supplies include pencils, pens, crayons, markers, chalk, white paper, lined paper, notebooks, colored paper, tissue paper, construction paper, rulers, scissors, glue sticks, tape, brass fasteners, envelopes, paint, pipe cleaners, glue, and popsicle sticks.

Donated supplies include books, arts and craft materials (left over cloth and yarn, toilet paper rolls, bottle caps), and science materials (plastic yogurt containers, seeds, potting soil).

Miss Peach has included a copy of the paper receipt currently being used in the school store to be used as a model.

4th Grade Store

KellyElementary School

5150 Riverside Drive

Marshall, MI 49068

Customer: ID Date:

Receipt

Qty / ID /

Description

/ Each / Total
Subtotal
Tax (6%)
Debit Total

Signature:

Bank

Currently Miss Peach acts as the bank. All transactions are in paper money and the only records are related to the normal grading activities of homework and behavior. She would like the new system to allow students to have access to their bank accounts through an ATM machine.

Through the ATM the students should be able to change their passwords, check their current balances, transfer funds between the checking and savings accounts, and see or print listings of all transactions for a period of time.Moneyin the savings account should accrue interest.

Miss Peach has included a copy of her bank checking and savings account transaction histories to be used as a model.

Teachers Credit Union

Checking Account History – Pamela Peach9/24/2004

Date: 9/17/2004 - 9/24/2004Displaying: All Transactions
Date / Type / Description / Amount / Balance
9/24/2004 / Transfer / To Savings / -200.00 / 2,022.08
9/24/2004 / Direct Deposit / KellyElemSchool / 506.66 / 2,222.08
9/21/2004 / ACH Withdrawal / Con Edison / -125.00 / 1,715.42
9/21/2004 / Debit Card / Transaction #004736 / -52.34 / 1,840.42
9/21/2004 / Debit Card / Transaction #003447 / -36.09 / 1,892.76
9/18/2004 / Debit Card / Transaction #003235 / -106.22 / 1,928.85
9/17/2004 / Transfer / To Savings / -200.00 / 2,035.07
9/17/2004 / Direct Deposit / KellyElemSchool / 506.66 / 2,235.07
9/17/2004 / Debit Card / Transaction #002734 / -37.09 / 1,728.41

Teachers Credit Union

Savings Account History – Pamela Peach9/24/2004

Date: 9/1/2004 - 9/24/2004Displaying: All Transactions
Date / Type / Description / Amount / Balance
9/30/2004 / Interest / Compounded Monthly / 22.89 / 5,515.65
9/24/2004 / Transfer / From Checking / 200.00 / 5,492.76
9/17/2004 / Transfer / From Checking / 200.00 / 5,292.76
9/10/2004 / Transfer / From Checking / 200.00 / 5,092.76
9/3/2004 / Transfer / From Checking / 200.00 / 4,892.76

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