FIN300  Portfolio Project Scoring Rubric  � � Criteria  Meets Expectation  Approaches  Expectation  Below Expectation  Limited Evidence  Content, Research, and Analysis     21‐25 Points   16‐20 Points  11‐15 Points  6‐10 Points  Requirements  The Portfolio  includes all of the  required  components, as  specified in the  assignment.  The Portfolio  includes most of  the required  components, as  specified in the  assignment.  The Portfolio  includes some of  the required  components, as  specified in the  assignment.  The Portfolio  includes few of the  required  components, as  specified in the  assignment.     21‐25 Points   16‐20 Points  11‐15 Points  6‐10 Points  Content  Demonstrates  strong or adequate  knowledge of the  materials; correctly  represents  knowledge from  the readings and  sources.  Some significant  but not major  errors or omissions  in demonstration  of knowledge.  Major errors or  omissions in  demonstration of  knowledge.  Fails to  demonstrate  knowledge of the  materials.    33‐40 Points  25‐32 Points  17‐24 Points  9‐16 Points  Purpose of the  Proposal  Purpose of the  proposal is well  defined, supported  and articulated.  Statement of  purpose includes  significant but not  major flaws and  errors in definition,  support and  articulation.  Statement of  purpose includes  major flaws and  errors in definition,  support and  articulation.  Statement of  purpose is not  defined,  supported, and  articulated.    49‐60 Points  37‐48 Points  25‐36 Points  13‐24 Points  Explanation of  Financing    Company’s WACC,  capital structure,  dividend policy if  applicable, and the  reason for the  change in financing  are clearly  explained.  Alternatives that  meet the  company’s  expectations for  increasing  shareholder value  are presented.    Small number of  significant but not  major flaws in  explanation of  company’s WACC,  capital structure,  dividend policy if  applicable, and the  reason for the  change in financing  are present.  Alternatives that  meet the  company’s  expectations for  increasing  shareholder value  Major problems in  organization and  writing Company’s  WACC, capital  structure, dividend  policy if applicable,  and the reason for  the change in  financing are  present.  Alternatives that  meet the  company’s  expectations for  increasing  shareholder value  are poorly  Fails to explain  company’s WACC,  capital structure,  dividend policy if  applicable, and the  reason for the  change in  financing.  Alternatives that  meet the  company’s  expectations for  increasing  shareholder value  are not presented.    FIN300  Portfolio Project Scoring Rubric  � � are somewhat  explained.  explained.      49‐60 Points  37‐48 Points  25‐36 Points  13‐24 Points  Report or  Presentation  Structure    Quantitative  findings are clearly  stated and well  integrated into the  written report or  presentation.  Executive summary  is complete and  one page or less.  Quantitative  ...

1. FIN300
Portfolio Project Scoring Rubric
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Criteria Meets Expectation Approaches
Expectation
Below Expectation Limited Evidence
Content, Research, and Analysis
21‐25 Points 16‐20 Points 11‐15 Points 6‐10 Points
Requirements The Portfolio
includes all of the
required
components, as
specified in the
assignment.
The Portfolio
includes most of
the required
components, as
specified in the
assignment.
The Portfolio
includes some of
the required
components, as

2. specified in the
assignment.
The Portfolio
includes few of the
required
components, as
specified in the
assignment.
21‐25 Points 16‐20 Points 11‐15 Points 6‐10 Points
Content Demonstrates
strong or adequate
knowledge of the
materials; correctly
represents
knowledge from
the readings and
sources.
Some significant
but not major
errors or omissions
in demonstration
of knowledge.
Major errors or
omissions in
demonstration of
knowledge.
Fails to
demonstrate
knowledge of the
materials.

3. 33‐40 Points 25‐32 Points 17‐24 Points 9‐16 Points
Purpose of the
Proposal
Purpose of the
proposal is well
defined, supported
and articulated.
Statement of
purpose includes
significant but not
major flaws and
errors in definition,
support and
articulation.
Statement of
purpose includes
major flaws and
errors in definition,
support and
articulation.
Statement of
purpose is not
defined,
supported, and
articulated.
49‐60 Points 37‐48 Points 25‐36 Points 13‐24 Points
Explanation of
Financing

4. Company’s WACC,
capital structure,
dividend policy if
applicable, and the
reason for the
change in financing
are clearly
explained.
Alternatives that
meet the
company’s
expectations for
increasing
shareholder value
are presented.
Small number of
significant but not
major flaws in
explanation of
company’s WACC,
capital structure,
dividend policy if
applicable, and the
reason for the
change in financing
are present.
Alternatives that
meet the
company’s
expectations for
increasing
shareholder value
Major problems in

5. organization and
writing Company’s
WACC, capital
structure, dividend
policy if applicable,
and the reason for
the change in
financing are
present.
Alternatives that
meet the
company’s
expectations for
increasing
shareholder value
are poorly
Fails to explain
company’s WACC,
capital structure,
dividend policy if
applicable, and the
reason for the
change in
financing.
Alternatives that
meet the
company’s
expectations for
increasing
shareholder value
are not presented.

6. FIN300
Portfolio Project Scoring Rubric
�
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are somewhat
explained.
explained.
49‐60 Points 37‐48 Points 25‐36 Points 13‐24 Points
Report or
Presentation
Structure
Quantitative
findings are clearly
stated and well
integrated into the
written report or
presentation.
Executive summary
is complete and
one page or less.
Quantitative
findings are stated
and somewhat
integrated into the
written report or
presentation.
Executive summary
is complete and

7. one page or less
Quantitative
findings are poorly
stated and not well
integrated into the
written report or
presentation.
Executive summary
is deficient.
Quantitative
findings are not
present or
incorrect in the
written report or
presentation.
Executive summary
is deficient or
absent.
49‐60 Points 37‐48 Points 25‐36 Points 13‐24 Points
Quantitative
Calculations
WACC (NPV and
IRR, if applicable)
are included and
calculated
correctly. Financing
and other
calculations are
included and
correct.

8. WACC (NPV and
IRR, if applicable)
are included with
some significant
but not major
errors. Financing
and other
calculations are
included with 1 or
2 errors.
WACC (NPV and
IRR, if applicable)
are included with
major errors.
Financing and
other calculations
are included with 3
or 4 errors.
WACC (NPV and
IRR, if applicable)
are not included.
Financing and
other calculations
are absent or
included with 5 or
more errors.
Common Core
5 Points 4 Points 3 Points 2 Points
Critical Thinking Applies critical

9. thinking and
reasoning skills for
effective analysis.
Small number of
significant but not
major flaws or
omissions in
application of
critical thinking
skills.
Includes major
flaws or omissions,
or numerous minor
flaws, in
application of
critical thinking
skills.
Critical thinking
and reasoning skills
are absent or
ineffective.
5 Points 4 Points 3 Points 2 Points
Ethics Prescribes actions
to effectively
address a variety of
ethical situations
that support social
responsibility.
Small number of

10. significant but not
major flaws or
omissions in
prescribing actions
to address ethical
situations.
Includes major
flaws or omissions,
or numerous minor
flaws, in
prescribing actions
to address ethical
situations.
Prescription of
actions to address
ethical situations is
absent or
ineffective.
5 Points 4 Points 3 Points 2 Points
Leadership Demonstrates
effective leadership
and teamwork
skills.
Small number of
significant but not
major flaws or
omissions in
Includes major
flaws or omissions,
or numerous minor

11. flaws, in
Demonstration of
leadership and
teamwork skills is
absent or
FIN300
Portfolio Project Scoring Rubric
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demonstration of
leadership and
teamwork skills.
demonstration of
leadership and
teamwork skills.
ineffective.
5 Points 4 Points 3 Points 2 Points
Technology Selects current
technology
applications and
applies to specific
problems and
challenges in the
work place and
professional skills.

12. Small number of
significant but not
major flaws or
omissions in
selection of current
technology
applications.
Includes major
flaws or omissions,
or numerous minor
flaws, in selection
of current
technology
applications.
Selection of current
technology
applications is
absent or
ineffective.
Mechanics and Writing
17‐20 Points 13‐16 Points 9‐12 Points 5‐8 Points
Organization Project is clearly
organized, well
written, and in
proper essay
format including an
introduction, body,
and conclusion.
Conforms to
project
requirements.

13. Small number of
significant but not
major flaws in
organization and
writing; is in proper
essay format. In a
minor way does
not conform to
project
requirements.
Major problems in
organization and
writing; does not
completely follow
proper essay
format. In a
significant way
does not conform
to project
requirements.
Project is not well
organized or well
written and is not
in proper essay
format. Does not
conform to project
requirements.
17‐20 Points 13‐16 Points 9‐12 Points 5‐8 Points
Grammar and
Style
Strong sentence

14. and paragraph
structure; few or
no minor errors in
grammar and
spelling;
appropriate writing
style; clear and
concise with no
unsupported
comments.
Small number of
significant but not
major errors in
grammar and
spelling; generally
appropriate
writing.
Inconsistent to
inadequate
sentence and
paragraph
development; work
needed on
grammar and
spelling; does not
meet program
expectations.
Poor quality;
unacceptable in
terms of grammar
and/or spelling;
inappropriate
writing style that

15. interferes with
clarity.
17‐20 Points 13‐16 Points 9‐12 Points 5‐8 Points
FIN300
Portfolio Project Scoring Rubric
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APA Includes all items
listed on APA rubric
and includes less
than two APA style
guide mistakes
within the paper
itself. Citations and
reference page are
correctly
formatted.
Omits up to two
items listed on APA
rubric and includes
less than four APA
style guide
mistakes within the
paper itself.
Citations and
reference page are
correctly formatted
with minor
mistakes.

16. Omits up to four
items listed on APA
rubric and includes
less than six APA
style guide
mistakes within the
paper itself.
Citations and
reference page
include numerous
mistakes.
Omits five or more
items listed on APA
rubric and includes
seven or more APA
style guide
mistakes within the
paper itself.
Citations and
reference page are
incorrectly
formatted.
Total points possible = 350
1. Capital Budgeting Case – From the given case information,
calculate the firm’s WACC then use the WACC to calculate
NPV and evaluate IRR for proposed capital budgeting projects
with a capital rationing constraint. After you choose the
project(s), recalculate the capital structure based on the
assumption that the project(s) are implemented and determine if
the new capital structure will signal the investors either

17. positively, negatively, or not at all. Write a business report on
your findings. Include an executive summary and appendices if
applicable. See rubric for specific graded criteria. Click HERE
for additional information.
1.
Capital Budgeting Case
–
From the given case information, calculate the firm’s WACC
then use the
WACC to calculate NPV and evaluate IRR for proposed ca
pital budgeting projects with a capital
rationing constraint. After you choose the project(s), recalculate
the capital structure based on the
assumption that the project(s) are implemented and determine if
the new capital structure will
signal the investor
s either positively, negatively, or not at all. Write a business
report on your
findings. Include an executive summary and appendices if
applicable. See rubric for specific graded
criteria.
Click HERE for additional information.
1. Capital Budgeting Case – From the given case information,
calculate the firm’s WACC then use the
WACC to calculate NPV and evaluate IRR for proposed capital
budgeting projects with a capital
rationing constraint. After you choose the project(s), recalculate
the capital structure based on the
assumption that the project(s) are implemented and determine if

18. the new capital structure will
signal the investors either positively, negatively, or not at all.
Write a business report on your
findings. Include an executive summary and appendices if
applicable. See rubric for specific graded
criteria. Click HERE for additional information.