SA2 Employee Benefits Plan Due
 1. Identify employee benefit plans:  
Research, identify and describe a typical employee benefits plan for a small business. (This would involve interviewing a small business owner/HR manager and/or searching the library/internet for appropriate information.) · Describe the various types of employee benefit plans typically offered by small businesses.  What issues do you find with different types of plans? · Describe what plans you would need to start or run a small business you would like to work for. · Explain why you would choose each type of plan, whether each plan is needed to start the business or might be added at later stages. · Describe the company’s likely financial and managerial responsibilities involved with each type of plan you would recommend. Describe the potential costs and reporting requirements of each type of plan you would recommend the company offer. GRADING RUBRIC FOR RESEARCH PROJECT FINC 328 Students: Description of Evaluation Failing, undeserving of credit Passing, but below standard Satisfactory, meets essential requirements Superior Work and clearly above average Work of Distinction Related Grade F D-, D, D+ C-, C, C+ B-, B, B+ A-, A, A+ Category Input FINANCIAL ANALYSIS OF THE ASSIGNED COMPANY Grade Points Weight Score 1. Financial statements analysis of the company Virtually no effort to develop financial statements analysis of the company; not worthy of credit. Only a superficial effort to develop financial statements analysis of the company The project contains some financial statements analysis of the company, but should be considerably more developed Good effort is made to develop financial statements analysis of the company Excellent and very thorough development and articulation of financial statements analysis of the company 25.00% 2. Financial ratio trends analysis of the assigned company and industry comparatives. Virtually no effort to develop financial ratio trends analysis of the company and industry comparatives; not worthy of credit Minimal effort to develop financial ratio trends analysis of the company and industry comparatives. Some effort made to develop financial ratio trends analysis of the company and industry comparatives, however the result are not explained and analyzed. Good effort to develop financial ratio trends analysis of the company and industry comparatives, the result are well explained and analyzed Excellent and successful effort to implement financial ratio trends analysis of the company and industry comparatives; very clear linkages between financial retio results and investment decisions and recommendations; 15.00% 3. Pro forma projection of cash flows for the company. Virtually no effort to develop pro forma projection of cash flows for the company not worthy of credit Minimal effort to develop pro forma projection of cash flows for the company. Some effort made to .

1. SA2 Employee Benefits Plan Due
1. Identify employee benefit plans: Research, identify and
describe a typical employee benefits plan for a small business.
(This would involve interviewing a small business owner/HR
manager and/or searching the library/internet for appropriate
information.)
· Describe the various types of employee benefit plans typically
offered by small businesses. What issues do you find with
different types of plans?
· Describe what plans you would need to start or run a small
business you would like to work for.
· Explain why you would choose each type of plan, whether
each plan is needed to start the business or might be added at
later stages.
· Describe the company’s likely financial and managerial
responsibilities involved with each type of plan you would
recommend.
Describe the potential costs and reporting requirements of each
type of plan you would recommend the company offer.
GRADING RUBRIC FOR RESEARCH PROJECT FINC 328
Students:

2. Description of Evaluation
Failing, undeserving of credit
Passing, but below standard
Satisfactory, meets essential requirements
Superior Work and clearly above average
Work of Distinction
Related Grade

3. F
D-, D, D+
C-, C, C+
B-, B, B+
A-, A, A+
Category
Input
FINANCIAL ANALYSIS OF THE ASSIGNED COMPANY
Grade
Points
Weight
Score
1. Financial statements analysis of the company
Virtually no effort to develop financial statements analysis of
the company; not worthy of credit.
Only a superficial effort to develop financial statements
analysis of the company
The project contains some financial statements analysis of the
company, but should be considerably more developed

4. Good effort is made to develop financial statements analysis of
the company
Excellent and very thorough development and articulation of
financial statements analysis of the company
25.00%
2. Financial ratio trends analysis of the assigned company and
industry comparatives.
Virtually no effort to develop financial ratio trends analysis of
the company and industry comparatives; not worthy of credit
Minimal effort to develop financial ratio trends analysis of the
company and industry comparatives.
Some effort made to develop financial ratio trends analysis of
the company and industry comparatives, however the result are
not explained and analyzed.
Good effort to develop financial ratio trends analysis of the
company and industry comparatives, the result are well
explained and analyzed
Excellent and successful effort to implement financial ratio
trends analysis of the company and industry comparatives; very
clear linkages between financial retio results and investment
decisions and recommendations;
15.00%
3. Pro forma projection of cash flows for the company.
Virtually no effort to develop pro forma projection of cash
flows for the company not worthy of credit
Minimal effort to develop pro forma projection of cash flows
for the company.
Some effort made to develop pro forma projection of cash flows
for the company, however the result are not explained and
analyzed.

5. Good effort to develop pro forma projection of cash flows for
the company, the result are well explained and analyzed
Excellent and successful effort to develop pro forma projection
of cash flows for thei company very clear presentation of data.
20.00%
4. Receivables and payables agings reports for accounts
receivables and accounts payables going forward monthly (i.e.,
current, + 30 day tranches for 4 months (i.e., 120 days +)
Virtually no effort to develop the presentation of receivables
and payables aging reports.
Minimal effort to develop the presentation of receivables and
payables aging reports.
Some effort made to the presentation of receivables and
payables aging reports. Data is clear and acceptable.
Very good effort to develop the presentation of receivables
and payables aging reports. Presentation of data is clear,
comprehensive and complete.
Outstanding effort to to develop the presentation of receivables
and payables aging reports. Data is presented according to the
highest accounting standard.
15.00%
5. Discussion of whether cash or accrual basis accounting will
be used.
No effort to discuss whether cash or accrual basis accounting
will be used.
Some effort made to discuss whether cash or accrual basis
accounting will be used.
Good effort made to discuss whether cash or accrual basis
accounting will be used. Rationale for choice is explained.
Very good effort made to discuss whether cash or accrual basis

6. accounting will be used. Rationale for choice is clearly
explained.
Excellent and accurate effort made to discuss whether cash or
accrual basis accounting will be used. Rationale for choice is
clearly explained according to the highest accounting standards.
5.00%
6. Financial plan includes a discussion of types of accounting
and finance software to be used
Little or no effort made to discuss the types of accounting and
finance software to be used.
Some effort made to discuss the types of accounting and finance
software to be used.
Good effort made to discuss the types of accounting and
finance software to be used. Basic explanation is provided for
choice.
Very good effort made to to discuss the types of accounting
and finance software to be used. Clear explanation is provided
to explain choice.
Outstanding and very thorough effort to discuss the types of
accounting and finance software to be used. The explanation of
choice is accurate and is presented according to the highest
accounting standards.
5.00%
PRESENTATION OF PAPER AND WRITING

7. 7. Organization, Format and Presentation of Paper including
Introduction, Body, and Summary
There appears to be no logical organization of the paper's
contents
Presentation has numerous blemishes and there may be a
general lack of organization
Paper has some blemishes in presentation and may have some
weaknesses in organization
Paper is neatly presented without major blemishes and is
generally well-organized
Paper is extremely neat and has no blemishes; its organization
is outstanding and very easily followed
4.00%
8. Use of Tables, Figures and Other Graphics to Summarize and
Support Analysis Presented in the Paper
Use of tables, figures and other graphics in support of paper is
unworthy of credit
Tables, figures and other graphics do not provide much support
for the paper; they may have inadequate labels; and numbering
sequence is inadequate
Tables, figures and other graphics provide marginal support for
the paper; some labels may be incomplete; there may be some
problems with the numbering sequence
Tables, figures and other graphics are descriptive and provide
solid support for the paper; they are properly labeled and
numbered
Tables, figures and other graphics are very descriptive and
provide exceptionally strong support for the paper; there are no
errors in labels or in the numbering sequence
3.00%

8. 9. Logical and Smooth Flowing Transitions and Relationships
Among Sections of the Written Report
No effort made to provide appropriate transitions
Paper makes minimal use of transitions
Some transitions used in paper
Good transitions used in most sections
Very effective transitions are used throughout the written
analysis
3.00%
RESEARCH APPROACH AND USE OF APPROPRIATE
PROFESSIONAL SOURCES OF INFORMATION AND DATA
10. Research Sources and Significance of Research Information
and Data, Use of APA Citation Methodology, use of double
spaced, with one-inch margins, and use 12-point Times New
Roman font.
No obvious effort to use professional and supporting research
sources
Little effort made to use appropriate professional and
supporting research sources which may be accompanied by
inadequate documentation
Some effort to identify and use appropriate and professional and
supporting research sources with some documentation
Good effort to identify and use appropriate and professional and
supporting research sources; appropriate and professional use of
APA documentation, use of double spaced, with one-inch
margins, and use 12-point Times New Roman font.
Excellent and successful effort to identify and use appropriate
and professional research sources including Library Search

9. Engines and Websites.
5.00%
Total
100.00%
11. Individualized Comments About Research Paper
Grade on Paper