Fincb 571 Competency 3 Assessment Rubric
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FINCB/571
Subject
Finance
Date
Jan 9, 2024
Type
docx
Pages
1
Uploaded by Slappy101
Course
Title:
Corporate
Finance
Competency Assessment
Title:
Financial
Plan
Total
Number
of
Points:
100
Assignment
Directions
Prepare
a
financial
plan
for
the
company
you
selected
for
your
business
plan
(in
OPSCB/574
and
MGTCB/574).
This
financial
plan
wil
be
included
in
your
final
business
plan
in
your
capstone
course,
STRCB/581
Review
the
company
you
chose
to
work
with
for
your
business
plan
that
you
will
complete
for
your
Integrative
Business
Capstone.
Describe
the
business,
including
the
type
of
business.
Create
the
business
case:
«
Determine
why
funding
is
needed
for
the
company.
«
Determine
the
sources
of
funding.
Consider
self-funding,
borowing,
equity,
venture
capital,
and
so
on.
o
Evaluate
the
requirements
of
each
funding
source
you
determined
appropriate.
o
Analyze
the
associated
risks
of
each
funding
source.
o
Decide
which
sources
are
the
best
ftfor
your
company
based
on
the
requirements
of
each.
Justify
your
decision.
«
Estimate
the
cost
of
capital
for
both
short-term
and
long-term
funding
sources.
Research
current
estimated
APRs
for
your
selected
sources
of
funding.
Consider
creating
a
table
o
chart
to
display
this
information.
Create
a
profit-and-loss
statement
for
a
3-year
period.
Project
revenue.
State
any
realistic
assumptions,
such
as
growth
per year,
in
your
projections.
Estimate
direct
costs,
including
capital,
marketing,
labor,
and
supply
costs.
Cite
references
to
support
your
assignment.
FINCB/57111
Competency
3
Rubric:
Competency
Assessment
Rubric
Page2of2
Assignment/Performance
Mastery
Meets
Expectations
Not
Met
Criteria
100%
5%
0%
1.
Sources
of
Funding
Determination
of
sources
of
Determination
of
sources
of
Determination
of
sources
of
funding
funding
such
as
self-funding
funding
such
as
selt-funding
such
as
sel-funding,
borrowing
(weight
10%)
bomowing,
equiy,
venture
capital,
|
borrowing,
equity,
venture
equty,
venture
capital,
etc.
was
etc.
was
comprehensive.
capital,
etc.
was
sufficient
insuffcient
or
no
attempt
was
made
to
determine
sources
of
funding,
such
as
self-funding,
borrowing,
equity,
venture
capita,
etc
2.
Cost
of
Capital
Comprenensively
estimated
the
Partially
estimated
the
cost
of
Narrowly
estimated
the
cost
of
:
cost
of
capital
including current
capital
including current
APRs
for
|
capital
including
current
APRS
for
(weight
35%)
APRs
for
selected
sources.
selected
sources.
selected
sources
or
no
attempt
to
estimate
the
cost
of
capital
and
current
APRS
for
selected
sources.
was
made.
3.
Profit-and-Loss
Statement
Created
a
fully
complete
profit-and-
loss
statement
for
a
3-year
period
Created
a
mostly
complete
profit-
and-loss
statement
for
a
3-year
Created
an
incomplete
profit-and-
loss
statement
for
a
3-year
period
(weight
35%)
including
revenue
projections
and
|
period
including
revenue
including
revenue
projections
and
stated
assumptions.
profectons
and
stated
stated
assumptions
or
no
atiempt
to
assumptions.
create
a
profi-and-ioss
statement
for
a
3.year
period
including
revenue
projections
and
stated
assumptions
was
made
4.
irect
Costs
Comprehensively
estimated
direct
|
Partially
estmated
direct
costs.
|
Namowly
estimated
direct
costs
or
ey
costs
o
attempt
to
estimate
direct
costs
was
made.
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