RubericforInvestorReport.pdf

ACC 202 Project Rubric (SA)
Course: ACC-202-R5435 Managerial Accounting 21EW5

/ 5

/ 5

Criteria Exemplary Proficient Needs Improvement Not Evident Criterion Score

Introduction:

Business Overview

Introduction:

Purpose of the

Report

5 points

Exceeds proficiency in

an exceptionally clear,

insightful,

sophisticated, or

creative manner

4.25 points

Identifies the name of

the company and

describes its business

and vision

2.75 points

Shows progress

toward proficiency, but

with errors or

omissions; areas for

improvement may

include describing the

company’s business or

its vision

0 points

Does not attempt

criterion

5 points

Exceeds proficiency in

an exceptionally clear,

insightful,

sophisticated, or

creative manner

4.25 points

Explains the purpose

of the presentation

and describes why the

accounting information

is important

2.75 points

Shows progress

toward proficiency, but

with errors or

omissions; areas for

improvement may

include describing the

importance of the

accounting information

0 points

Does not attempt

criterion

/ 10

/ 10

Criteria Exemplary Proficient Needs Improvement Not Evident Criterion Score

Introduction:

Methods and

Approach

Financial Strategy:

Costing System

10 points

Exceeds proficiency in

an exceptionally clear,

insightful,

sophisticated, or

creative manner

8.5 points

Explains management

accounting methods

for generating

information, and

explains them in terms

of adherence to

industry standards and

the AICPA code of

ethics

5.5 points

Shows progress

toward proficiency, but

with errors or

omissions; areas for

improvement may

include providing

adequate details

regarding adherence to

the industry standards

or AICPA code of

ethics

0 points

Does not attempt

criterion

10 points

Exceeds proficiency in

an exceptionally clear,

insightful,

sophisticated, or

creative manner

8.5 points

Justifies the use of job

costing for this

business; compares

and contrasts the

various costing

systems as part of the

defense

5.5 points

Shows progress

toward proficiency, but

with errors or

omissions; areas for

improvement may

include comparing

various costing

systems to defend the

use of job

costing

0 points

Does not attempt

criterion

/ 10

/ 10

Criteria Exemplary Proficient Needs Improvement Not Evident Criterion Score

Financial Strategy:

Selling Prices

Financial Strategy:

Contribution

Margin

10 points

Exceeds proficiency in

an exceptionally clear,

insightful,

sophisticated, or

creative manner

8.5 points

Identifies and explains

the established selling

prices; references the

cost-volume-profit

analysis

5.5 points

Shows progress

toward proficiency, but

with errors or

omissions; areas for

improvement may

include using the cost-

volume-profit analysis

to explain the

established selling

prices

0 points

Does not attempt

criterion

10 points

Exceeds proficiency in

an exceptionally clear,

insightful,

sophisticated, or

creative manner

8.5 points

Explains the chosen

contribution margin

per unit; references

cost-volume-profit

analysis

5.5 points

Shows progress

toward proficiency, but

with errors or

omissions; areas for

improvement may

include explaining the

contribution margin

using the cost-volume-

profit analysis

0 points

Does not attempt

criterion

/ 10

/ 10

Criteria Exemplary Proficient Needs Improvement Not Evident Criterion Score

Financial Strategy:

Target Profits

Financial

Statements:

Statement of Cost

of Goods Sold

10 points

Exceeds proficiency in

an exceptionally clear,

insightful,

sophisticated, or

creative manner

8.5 points

Identifies break-even

points for achieving

target profits; explains

selected target profits

for each area of the

business; references

the cost-volume-profit

analysis

5.5 points

Shows progress

toward proficiency, but

with errors or

omissions; areas for

improvement may

include adequately

describing the selected

target profits; using

the cost-volume-profit

analysis

0 points

Does not attempt

criterion

10 points

Exceeds proficiency in

an exceptionally clear,

insightful,

sophisticated, or

creative manner

8.5 points

Shares the statement

of cost of goods sold

and logically interprets

the business’s

performance against

the provided

benchmarks

5.5 points

Shows progress

toward proficiency, but

with errors or

omissions; areas for

improvement may

include correctly

interpreting the

business’s

performance based on

the actual cost of

goods sold

0 points

Does not attempt

criterion

/ 10

/ 5

Criteria Exemplary Proficient Needs Improvement Not Evident Criterion Score

Financial

Statements:

Income Statement

Financial

Statements:

Variances

10 points

Exceeds proficiency in

an exceptionally clear,

insightful,

sophisticated, or

creative manner

8.5 points

Shares the income

statement and logically

interpret the

business’s

performance against

the provided

benchmarks

5.5 points

Shows progress

toward proficiency, but

with errors or

omissions; areas for

improvement may

include correctly and

logically interpreting

the income statement

0 points

Does not attempt

criterion

5 points

Exceeds proficiency in

an exceptionally clear,

insightful,

sophisticated, or

creative manner

4.25 points

Identifies all variances

for the direct labor

time and the materials

price

2.75 points

Shows progress

toward proficiency, but

with errors or

omissions; areas for

improvement may

include identifying and

sharing all variances

0 points

Does not attempt

criterion

Total / 100

/ 10

/ 5

Criteria Exemplary Proficient Needs Improvement Not Evident Criterion Score

Financial

Statements:

Significance of

Variances

Articulation of

Response

10 points

Exceeds proficiency in

an exceptionally clear,

insightful,

sophisticated, or

creative manner

8.5 points

Evaluates the

significance of the

variances in terms of

the potential to impact

future budgeting

decisions and planning

correctly

5.5 points

Shows progress

toward proficiency, but

with errors or

omissions; areas for

improvement may

include correctly

evaluating the

significance and

explaining how it

impacts future

planning

0 points

Does not attempt

criterion

5 points

Exceeds proficiency in

an exceptionally clear,

insightful,

sophisticated, or

creative manner

4.25 points

Clearly conveys

meaning with correct

grammar, sentence

structure, and spelling,

demonstrating an

understanding of

audience and purpose

2.75 points

Shows progress

toward proficiency, but

with errors in

grammar, sentence

structure, and spelling,

negatively impacting

readability

0 points

Submission has critical

errors in grammar,

sentence structure,

and spelling,

preventing

understanding of ideas

Overall Score

Exemplary
86 points minimum

Instructors should not modify

this row (it will automate from

the scores above). This score

represents the average

evaluation across all rubric

criteria.

Proficient
56 points minimum

Instructors should not modify

this row (it will automate from

the scores above). This score

represents the average

evaluation across all rubric

criteria.

Needs Improvement
1 point minimum

Instructors should not modify

this row (it will automate from

the scores above). This score

represents the average

evaluation across all rubric

criteria.

Not Evident
0 points minimum

Instructors should not modify

this row (it will automate from

the scores above). This score

represents the average

evaluation across all rubric

criteria.