| | | Student Score | | Exceptional ( provides new ideas) | Exceeds Expectations | Competent | Reaching competency | Missed the point |
| Category no. | Item | | | 5 | 4 | 3 | 2 | 0 |
| 1 | Formatting guidelines followed |
| 2 | Partnership or Corporation ? |
| 2a | Recommendation clearly stated |
| 2c | Recommendation is a good fit with case facts |
| 3 | Users of financial statements |
| 3a | Users identified |
| 3b | One use of each of the above users identified |
| 4 | Ratios |
| 4a | BDC : ratios they are interested in |
| 4b | Potential shareholder: two ratios of interest |
| 4d | Trend analysis of the two ratios ( e.g higher the better) |
| | Total | - 0 |
| | Percentage score |