2014 – 2015
Florida Department of Education
Curriculum Framework 

Program Title:	Office Administration
Career Cluster:	Business, Management, and Administration

AS	
CIP Number	1552020400	
Program Type	College Credit	
Standard Length	63 credit hours	
CTSO	Phi Beta Lambda, BPA	
SOC Codes (all applicable) 	43-6011 – Executive Secretaries and Executive Administrative Assistants	
Targeted Occupation List	http://www.labormarketinfo.com/wec/TargetOccupationList.htm	
Perkins Technical Skill Attainment Inventory	http://www.fldoe.org/workforce/perkins/perkins_resources.asp 	
Statewide Articulation	http://www.fldoe.org/workforce/dwdframe/artic_frame.asp 	

Purpose

This program offers a sequence of courses that provides coherent and rigorous content aligned with challenging academic standards and relevant technical knowledge and skills needed to prepare for further education and careers in the Business, Management, and Administration career cluster; provides technical skill proficiency, and includes competency-based applied learning that contributes to the academic knowledge, higher-order reasoning and problem-solving skills, work attitudes, general employability skills, technical skills, and occupation-specific skills, and knowledge of all aspects of the Business, Management, and Administration career cluster. 

The content includes but is not limited to assist management by expediting and facilitating the maintenance and production of correspondence and records; telecommunicating; maintaining office budget; planning; preparing correspondence and resolutions; filing and maintaining documents; and assisting in the administration of policy.

Specializations:  In addition to the core learning outcomes, students may complete the outcomes in one of the following specializations:

•	Legal Office
•	Medical Office

Additional Information relevant to this Career and Technical Education (CTE) program is provided at the end of this document.

Program Structure

This program is a planned sequence of instruction consisting of 63 credit hours.

Standards

After successfully completing this program, the student will be able to perform the following:

Professional Skills:
01.0	Demonstrate effective business communication skills.
02.0	Prepare and use financial information.
03.0	Manage business information using appropriate software.
04.0	Perform records management activities.
05.0	Perform accounting activities.
06.0	Demonstrate employability and workplace skills.
07.0	Perform information processing activities.
08.0	Develop leadership skills.
09.0	Develop strategic organizational skills.
10.0	Perform office management activities.
11.0	Participate in work-based learning experiences.

In addition to the above core outcomes, students will complete the outcomes in one of the following specializations:

Legal Office Specialization:
12.0	Perform machine dictation/transcription activities.
13.0	Perform legal office management activities.
14.0	Perform legal office activities.
15.0	Demonstrate knowledge of U.S. and Florida court systems.
16.0	Perform records management activities.

Medical Office Specialization:
12.0	Perform medical office activities.
13.0	Perform medical office management activities.
14.0	Perform records management activities.

2014 – 2015
Florida Department of Education
Student Performance Standards

Program Title:	Office Administration
CIP Number:		1552020400
Program Length:	63 credit hours
SOC Code(s):		43-6011

The AS degree requires the inclusion of a minimum of 15 credits of general education coursework according to SACS, and it must be transferable according to Rule 6A-14.030 (2), F.A.C.  At the completion of this program, the student will be able to:	
Professional Skills:	
01.0	Demonstrate effective business communication skills – the student will be able to:	
01.01	Demonstrate ability in teleconferencing and placing international calls.	
01.02	Demonstrate ability in using a multi-line phone system, including voice mail, paging, transferring, recording/taking messages, and screening calls.	
01.03	Demonstrate excellent customer service skills using the telephone.	
01.04	Demonstrate understanding of current communications technology.	
01.05	Select and employ appropriate communication concepts and strategies to enhance oral and written communication in the workplace.  Give, follow and interpret oral and written communications.	
01.06	Use interpersonal communication skills to facilitate effective interactions to work collaboratively.	
01.07	Demonstrate public relations skills that support customer satisfaction.	
01.08	Demonstrate effective teamwork skills. 	
01.09	Develop the ability to manage conflict and its resolution when dealing with challenging situations.	
01.10	Discuss the importance of using the appropriate tone and professional demeanor in business communications, including e-mails, correspondence, conference calls, and conversation.  Demonstrate effective listening skills.	
01.11	Compose business correspondence and related documents and demonstrate correct spelling, grammar, punctuation and word choice.	
01.12	Identify safety and security procedures for information transmittal.	
01.13	Participate in a group discussion as a member and as a leader.	
01.14	Research and interpret information retrieved from print and electronic resources.	
01.15	Dictate for recording medium.	
01.16	Prepare executive summaries for letters, reports and/or news articles. 	
01.17	Research and compose a document containing statistical information.	
01.18	Demonstrate ability to communicate effectively with diverse populations.	
01.19	Demonstrate knowledge of appropriate spelling, grammar, punctuation, and word choice.	
01.20	Proofread and edit documents using proofreaders’ marks.	
01.21	Prepare and use technology enhanced materials to deliver an oral presentation.	
01.22	Demonstrate machine transcription activities. 	
02.0	Prepare and use financial information – the student will be able to:	
02.01	Perform business math operations manually and using technology.	
02.02	Interpret graphs, charts, and tables.	
02.03	Solve finance charge and annual percentage rate problems using a calculator.	
02.04	Determine elapsed time between two events.	
02.05	Analyze information given to solve a problem.	
02.06	Demonstrate ability to estimate.	
02.07	Solve problems related to measurement and space allocation.	
02.08	Identify basic concepts of the American economic system, including e-commerce.	
02.09	Identify basic types and sources of consumer credit.	
02.10	Identify advantages and disadvantages of consumer credit.	
03.0	Manage business information using appropriate software – the student will be able to:	
03.01	Identify formatting principles.	
03.02	Perform computer activities using data base, spreadsheet, and graphics presentation, word processing, e-mail/scheduling, and utility software applications.	
03.03	Produce business documents.	
03.04	Produce envelopes, labels, interoffice memorandum and labels, meeting minutes, tabulated information, multi-page documents, numbered and bulleted lists, reports using footnotes and endnotes, tables, press releases, variable size cards and documents, material from hand-written copy, and multi-copy pre-printed business forms.	
03.05	Create and edit templates.	
03.06	Create documents by scanning.	
03.07	Create and edit documents from voice recognition software.	
03.08	Prepare documents from rough draft copy using proofreaders’ marks.	
03.09	Prepare a document using mail merge and variable information.	
03.10	Identify and use the appropriate software in a business environment.	
03.11	Demonstrate proficiency in the use of word processing, spreadsheet, and other office software commonly used in business.	
03.12	Use technology to access, research, analyze, and interpret business information.	
03.13	Demonstrate proficiency in the use of business software to create, maintain and manage documents and produce reports.	
03.14	Demonstrate knowledge of copyright laws.	
04.0	Perform records management activities – the student will be able to:	
04.01	Index, code, sort, and file materials alphabetically, numerically, geographically and by subject, both manually and electronically.	
04.02	Identify types of filing supplies, equipment, and procedures.	
04.03	Cross-reference materials in the alphabetic, numeric, geographic, and subject filing systems.	
04.04	Recommend solutions to problems in existing filing systems.	
04.05	Design form for initial inventory of records.	
04.06	Search for, retrieve, and investigate information in files.	
04.07	List and describe methods of protecting vital records.	
04.08	Identify appropriate action for the retention, disposal and archiving of records.	
04.09	Identify characteristics of centralized and decentralized filing systems.	
04.10	Classify records into vital, useful, and nonessential categories.	
04.11	Identify procedures for confidentiality.	
04.12	Demonstrate backup and recovery procedures.	
04.13	Practice effective Records Information Management (RIM) techniques.	
04.14	Demonstrate effective electronic file management.	
05.0	Perform accounting activities – the student will be able to:	
05.01	Demonstrate ethical accounting practices.	
05.02	Identify parameters and functions of a fiscal calendar.	
05.03	Prepare and process expense reports.	
05.04	Prepare supply order and monitor inventory.	
05.05	Prepare and monitor department budgets electronically.	
05.06	Prepare payroll records, including time sheets.	
05.07	Submit tax reports such as 940’s, 1040’s, W-2’s, etc.	
05.08	Demonstrate a general knowledge of the accounting cycle.	
05.09	Demonstrate proficiency in cash control procedures, including bank deposits, electronic fund transfers, credit and debit transactions, bank reconciliations, and petty cash.	
05.10	Use source documents to prepare and analyze transactions, including invoices, cash receipts, sales slips, credit memos, vendor statements, purchase orders, and packing slips.	
05.11	Describe internal control methods and fraud controls.	
06.0	Demonstrate employability and workplace skills – the student will be able to:	
06.01	Identify sources of employment opportunities.	
06.02	Describe the job search process.	
06.03	Complete a resume and a cover letter.	
06.04	Complete an electronic job application form correctly.	
06.05	Prepare a resume for electronic distribution.	
06.06	Demonstrate effective job interview techniques and identify different types of interviews.	
06.07	Prepare a thank you note for an interview.	
06.08	Identify and demonstrate appropriate responses to feedback from supervisors.	
06.09	Identify and demonstrate acceptable work habits.	
06.10	Identify organizational structure, chain of command and importance of appropriate protocol.	
06.11	Identify stress management techniques.	
06.12	Identify and demonstrate positive interpersonal skills.	
06.13	Demonstrate ability to work with diverse populations.	
06.14	Demonstrate ability to work as a team member.	
06.15	Describe confidentiality and privacy issues in the workplace.	
06.16	Describe the importance of customer service to an organization.	
06.17	Describe the importance of an employee’s ability to be flexible in the workplace.	
06.18	Demonstrate effective time management skills.	
06.19	Identify methods for securing an employment reference.	
06.20	Identify career advancement opportunities and demonstrate effective networking behaviors.	
07.0	Perform information processing activities – the student will be able to:	
07.01	Demonstrate ability to manage files electronically.	
07.02	Define differences between operating systems and software applications.	
07.03	Identify and understand terms commonly used in information technology.	
07.04	Identify business systems, equipment components, and electronic media.	
07.05	Create and edit documents from handwritten, dictated and typed material using current technology. 	
07.06	Input numeric data.	
07.07	Use office equipment manual.	
07.08	Develop a flowchart and an organizational chart.	
07.09	Develop and use an office operations manual.	
07.10	Describe ways to identify computer viruses.	
07.11	Demonstrate knowledge of the importance of continuing education and technology updates.	
08.0	Develop leadership skills – the student will be able to:	
08.01	Prepare an agenda, invite participants electronically and conduct a meeting.	
08.02	Demonstrate knowledge of professional organizations.	
08.03	Identify traits of employees with promotion potential.	
08.04	List principles of group dynamics.	
09.0	Develop strategic organizational skills – the student will be able to:	
09.01	Demonstrate steps used in problem solving.	
09.02	Demonstrate how to prioritize work assignments and enlist the help of others.	
09.03	Prepare a schedule for an employer.	
09.04	Choose appropriate action in situations requiring application of business ethics.	
09.05	Choose appropriate action in situations requiring following a chain of command.	
09.06	Identify ways to assign work to others.	
09.07	Determine preventive actions for office communication problems.	
09.08	Identify best practices to handle confidential information.	
09.09	Identify options for addressing employee problems.	
10.0	Perform office management activities – the student will be able to:	
10.01	Identify management styles.	
10.02	Prepare managerial reports about production, personnel, equipment, and operational costs.	
10.03	Set priorities and develop efficient procedures for work flow.	
10.04	Conduct a self-performance appraisal.	
10.05	Conduct an employment interview.	
10.06	Select items to include in a new employee's orientation to the job.	
10.07	Select and delegate tasks.	
10.08	Recommend employees for promotion.	
10.09	Sketch layout of an office using principles of ergonomics.	
10.10	Compare and select vendors from whom to purchase office supplies.	
11.0	Participate in work-based learning experiences – The student will be able to:	
11.01	Participate in internships or service learning experiences in office administration. 	
11.02	Demonstrate employability skills.	
11.03	Develop a career plan.	
11.04	Perform general workplace competencies.	
In addition to the above core outcomes, students will complete the outcomes in one of the following specializations:	
Legal Office Specialization:	
12.0	Perform machine dictation/transcription activities – the student will be able to:	
12.01	Demonstrate techniques in machine dictation and transcription.	
12.02	Transcribe recorded dictation of legal correspondence and other legal documents.	
12.03	Evaluate transcription systems for office utilization.	
13.0	Perform legal office management activities – the student will be able to:	
13.01	Make decisions on major equipment acquisition.	
13.02	Prepare and maintain client records.	
13.03	Define the major functions of legal office management.	
13.04	List characteristics of effective leaders/managers.	
13.05	List the steps in problem solving.	
13.06	Maintain work schedules for payroll purposes.	
13.07	Demonstrate knowledge of motivational techniques.	
13.08	Sketch the layout of a legal office using the principles of ergonomics.	
13.09	Calculate billable hours.	
14.0	Perform legal office activities – the student will be able to:	
14.01	Define, understand, and spell legal terminology.	
14.02	Identify terms and procedures related to the legal process.	
14.03	Identify the court in which legal documents should be filed.	
14.04	Identify sources of legal reference.	
14.05	Demonstrate knowledge of the confidential fiduciary relationship between client and attorney.	
14.06	Demonstrate knowledge of computer security in the confidential environment.	
14.07	Identify and use printed and electronic sources of legal information.	
14.08	Maintain records for assessing client charges.	
14.09	Maintain an appointment book.	
14.10	Maintain a tickler file for docket control.	
14.11	Demonstrate knowledge of document formats required by the court systems and other agencies.	
14.12	Demonstrate knowledge of legal filing systems in a law office.	
14.13	Create legal templates.	
14.14	Key information using legal templates.	
15.0	Demonstrate knowledge of U.S. and Florida court systems – the student will be able to:	
15.01	Describe the courts of Florida and the jurisdiction of each.	
15.02	Describe the courts of the Federal System and other agencies and the jurisdiction of each.	
16.0	Perform records management activities – the student will be able to:	
16.01	Identify the components of a records management system.	
16.02	Prioritize activities for the organization of a records management system.	
16.03	Identify the principles of forms control.	
16.04	Identify principles governing the planning of a records retention and disposition schedule.	
Medical Office Specialization:	
12.0	Perform medical office activities – the student will be able to:	
12.01	Select, complete, verify and submit insurance forms.	
12.02	Record charges and collections and prove accounting transactions.	
12.03	Schedule appointments and activities.	
12.04	Define and spell medical terms.	
12.05	Use medical references.	
12.06	Prepare and maintain patient records.	
12.07	Demonstrate knowledge of the legal and ethical aspects of health care.	
12.08	Locate and record information from medical records.	
12.09	Demonstrate a compliance with all federal and state health care regulations.	
12.10	Describe functions in a medical office.	
12.11	Demonstrate understanding of legal and ethical issues in a medical office.	
12.12	Demonstrate knowledge of computer security in the confidential environment.	
12.13	Evaluate transcription systems for the medical office.	
12.14	Demonstrate correct techniques in transcribing medical information.	
12.15	Transcribe recorded dictation of medical correspondence and other medical documents.	
13.0	Perform medical office management activities – the student will be able to:	
13.01	Make decisions on major equipment acquisition.	
13.02	Record coding and billing changes in patient records.	
13.03	Define the major functions of medical office management.	
13.04	List characteristics of effective leaders/managers.	
13.05	List the steps in problem solving.	
13.06	Maintain work schedules for payroll purposes.	
13.07	Demonstrate knowledge of motivational techniques.	
14.0	Perform records management activities – the student will be able to:	
14.01	Identify the components of a records management system.	
14.02	Prioritize activities for the organization of a records management system.	
14.03	Identify the principles of forms control.	
14.04	Identify principles governing the planning of a records retention and disposition schedule.	

Additional Information

Laboratory Activities

Laboratory activities are an integral part of this program.  These activities include instruction in the use of safety procedures, tools, equipment, materials, and processes related to these occupations.  Equipment and supplies should be provided to enhance hands-on experiences for students. 

Career and Technical Student Organization (CTSO)

Phi Beta Lambda and Business Professionals of America (BPA) are the appropriate career and technical student organization for providing leadership training and reinforcing specific career and technical skills.  Career and Technical Student Organizations provide activities for students as an integral part of the instruction offered.  The activities of such organizations are defined as part of the curriculum in accordance with Rule 6A-6.065, F.A.C.

Accommodations

Federal and state legislation requires the provision of accommodations for students with disabilities as identified on the secondary student’s Individual Educational Plan (IEP) or 504 plan or postsecondary student’s accommodations’ plan to meet individual needs and ensure equal access.  Postsecondary students with disabilities must self-identify, present documentation, request accommodations if needed, and develop a plan with their counselor and/or instructors.  Accommodations received in postsecondary education may differ from those received in secondary education.  Accommodations change the way the student is instructed.  Students with disabilities may need accommodations in such areas as instructional methods and materials, assignments and assessments, time demands and schedules, learning environment, assistive technology and special communication systems.  Documentation of the accommodations requested and provided should be maintained in a confidential file.

Articulation

To be transferable statewide between institutions, this program must have been reviewed, and a “transfer value” assigned the curriculum content by the appropriate Statewide Course Numbering System discipline committee.  This does not preclude institutions from developing specific articulation agreements with each other. 

For details on articulation agreements which correlate to programs and industry certifications refer to http://www.fldoe.org/workforce/dwdframe/artic_frame.asp .

Program Length

The AS degree requires the inclusion of a minimum of 15 credits of general education coursework according to SACS, and it must be transferable according to Rule 6A-14.030 (2), F.A.C.  The standard length of this program is 63 credit hours according to Rule 6A-14.030, F.A.C.

Certificate Programs

A College Credit Certificate consists of a program of instruction of less than sixty (60) credits of college-level courses, which is part of an AS or AAS degree program and prepares students for entry into employment (Rule 6A-14.030, F.A.C.).  This AS degree program includes the following College Credit Certificates:

Medical Office Management (0551071605) – 34 credit hours
Office Management* (0552020401) – 27 credit hours
Office Specialist (0552040704) – 18 credit hours 
Office Support (0552020403) – 12 credit hours

Standards for the above certificate programs are contained in separate curriculum frameworks.