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Budget Project 
Rubric Code: UA238C
Draft
Public Rubric
Subject: Finance  
Type: Project  
Grade Levels: 9-12

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Budget project
  Poor

0 pts

Fair

5 pts

Average

10 pts

Great

15 pts

Excellent

20 pts


Total Points Earned/

(N/A)

Employment/Wages Form

Calculated Gross Pay - Taxes to be withheld and net pay.
Monthly (M)
Weekly (W)
Yearly (Y)

Poor

Student did not meet the requirements.
or
Student did not attempt.
or
This section does not apply to student.
Fair

Student attempted, but did not meet the requirements. OR
Student is missing 7+ requirements:
Gross Pay (W,M, Y)
Taxes to be withheld
Net pay (W, M, Y)
Average

Student is missing 4-6 requirements:
Gross Pay-(W, M, Y)
Taxes to be withheld
Net pay ((W, M, Y)WMY)
Great

Student is missing 1-3 requirements:
Gross Pay-(W, M, Y) Taxes to be withheld
Net pay (W, M, Y)
Excellent

All requirements were met and accurate:
Gross Pay-(W, M, Y)
Taxes to be withheld
Net pay (W, M, Y)
N/A
Apartment

Researched 2 apartments, followed renter's rule, completed form, chose apartment to move in, completed application, determined monthly cost, deposit and total move-in costs.
Rental Insurance

Poor

Student did not meet the requirements.
or
Student did not attempt.
or
This section does not apply to student.
Fair

Student attempted, but did not meet the requirements. OR
Student is missing 11+ requirements.
Student researched 2 apartments - info is attached, followed renter's rule, completed form, chose apartment to move in, completed application, determined monthly cost, deposit and total move-in costs.
Rental Insurance
Average

Student is missing 6-10 requirements.
Student researched 2 apartments - info is attached, followed renter's rule, completed form, chose apartment to move in, completed application, determined monthly cost, deposit and total move-in costs.
Rental Insurance
Great

Student is missing 1-5 requirements.
Student researched 2 apartments - info is attached, followed renter's rule, completed form, chose apartment to move in, completed application, determined monthly cost, deposit and total move-in costs.
Rental Insurance
Excellent

All requirements were met and accurate:
Student researched 2 apartments - info is attached, followed renter's rule, completed form, chose apartment to move in, completed application, determined monthly cost, deposit and total move-in costs.
Rental Insurance
N/A
Transportation

Car Payment, Insurance Quota Form, Tags, Maintenance, gas or bus fare

Poor

Student did not meet the requirements.
or
Student did not attempt.
or
This section does not apply to student.
Fair

Student attempted, but did not meet the requirements. OR
Student is missing 7+ requirements.
Car Payment, Insurance Quota Form, Tags, Maintenance, gas or bus fare information is complete and accurate.
Average

Student is missing 4-6 requirements:
Car Payment, Insurance Quota Form, Tags, Maintenance, gas or bus fare information is complete and accurate.
Great

Student is missing 1-3 requirements.
Car Payment, Insurance Quota Form, Tags, Maintenance, gas or bus fare information is complete and accurate.
Excellent

All requirements were met and accurate:
Car Payment, Insurance Quota Form, Tags, Maintenance, gas or bus fare information is complete and accurate.
N/A
Utilities

Deposits & Costs
SRP/APS -
Water (if required) Cell or Land line
Internet
Cable/DirecTV

Poor

Student did not meet the requirements.
or
Student did not attempt.
or
This section does not apply to student.
Fair

Student attempted, but did not meet the requirements.
OR
Student is missing 7+ requirements.
Deposits & Costs for:
SRP/APS -
Water (if required) Cell or Land line
Internet
Cable/DirecTV
Average

Student is missing 4-6 requirements:
Deposits & Costs for:
SRP/APS -
Water (if required) Cell or Land line
Internet
Cable/DirecTV
Great

Student is missing 1-3 requirements.
Deposits & Costs for:
SRP/APS -
Water (if required) Cell or Land line
Internet
Cable/DirecTV
Excellent

All requirements were met and accurate:
Deposits & Costs for:
SRP/APS -
Water (if required) Cell or Land line
Internet
Cable/DirecTV
N/A
Food/Non Food

Groceries
Restaurants
Fast Food
Vending Machine
Other
Personal Care
Cleaning Supplies
Vitamins

Poor

Student did not meet the requirements.
or
Student did not attempt.
or
This section does not apply to student.
Fair

Student attempted, but did not meet the requirements. OR
Student is missing 7+ requirements.
Groceries
Restaurants
Fast Food
Vending Machine
Other
Personal Care
Cleaning Supplies
Vitamins
Average

Student is missing 4-6 requirements:
Groceries
Restaurants
Fast Food
Vending Machine
Other
Personal Care
Cleaning Supplies
Vitamins
Great

Student is missing 1-3 requirements.
Groceries
Restaurants
Fast Food
Vending Machine
Other
Personal Care
Cleaning Supplies
Vitamins
Excellent

All requirements were met and accurate:
Groceries
Restaurants
Fast Food
Vending Machine
Other
Personal Care
Cleaning Supplies
Vitamins
N/A
Entertainment

Movies
Sporting Events
Concerts
Other

Poor

Student did not meet the requirements.
or
Student did not attempt.
or
This section does not apply to student.
Fair

Student attempted, but did not meet the requirements.
OR
Student is missing 7+ requirements.
Movies
Sporting Events
Concerts
Other
Average

Student is missing 4-6 requirements:
Movies
Sporting Events
Concerts
Other
Great

Student is missing 1-3 requirements.
Movies
Sporting Events
Concerts
Other
Excellent

All requirements were met and accurate:
Movies
Sporting Events
Concerts
Other
N/A
Grooming

Hair Salon
Hair Cutters
Manicure/Pedicures
Facials
Make-up
Other

Poor

Student did not meet the requirements.
or
Student did not attempt.
or
This section does not apply to student.
Fair

Student attempted, but did not meet the requirements.
OR
Student is missing 5+ requirements.
Average

Student is missing 3-4 requirements:
Hair Salon
Hair Cutters
Manicure/Pedicures
Facials
Make-up
Other
Great

Student is missing 1-2 requirements.
Hair Salon
Hair Cutters
Manicure/Pedicures
Facials
Make-up
Other
Excellent

All requirements were met and accurate:
Hair Salon
Hair Cutters
Manicure/Pedicures
Facials
Make-up
Other
N/A
Expenses

Medical
Credit Payments
Pets
Household Items
Fitness Membership
Subscriptions
Donations

Poor

Student did not meet the requirements.
or
Student did not attempt.
or
This section does not apply to student.
Fair

Student attempted, but did not meet the requirements. OR
Student is missing 7+ requirements.
Medical Expenses
Credit Payments
Pets
Household Items
Fitness Membership
Subscriptions
Donations
Average

Student is missing 4-6 requirements:
Medical Expenses
Credit Payments
Pets
Household Items
Fitness Membership
Subscriptions
Donations
Great

Student is missing 1-3 requirements.
Medical Expenses
Credit Payments
Pets
Household Items
Fitness Membership
Subscriptions
Donations
Excellent

All requirements were met and accurate:
Medical Expenses
Credit Payments
Pets
Household Items
Fitness Membership
Subscriptions
Donations
N/A
Budget Form

Formed is completed accurately
Calculated Monthly and Yearly Calculations

Poor

Student did not meet the requirements.
or
Student did not attempt.
or
This section does not apply to student.
Fair

Student attempted, but did not meet the requirements.
OR
Student is missing 7+ requirements.
Form is completed accurately
Calculated Monthly and Yearly Calculations
Average

Student is missing 4-6 requirements:
Form is completed accurately
Calculated Monthly and Yearly Calculations
Great

Student is missing 1-3 requirements.
Form is completed accurately
Calculated Monthly and Yearly Calculations
Excellent

All requirements were met and accurate:
Form is completed accurately
Calculated Monthly and Yearly Calculations
N/A
Move-In Cost Form

Form Completed
Costs Calculated

Poor

Student did not meet the requirements.
or
Student did not attempt.
or
This section does not apply to student.
Fair

Student attempted, but did not meet the requirements.
OR
Student is missing 7+ requirements.
Form Completed accurately
Costs Calculated
Average

Student is missing 4-6 requirements:
Form Completed accurately
Costs Calculated
Great

Student is missing 1-3 requirements.
Form Completed accurately
Costs Calculated
Excellent

All requirements were met and accurate:
Form Completed accurately
Costs Calculated
N/A
Checking Account

Check Register
Deposit Slips (4)
Checks (fixed expenses and utilities)

Poor

Student did not meet the requirements.
or
Student did not attempt.
or
This section does not apply to student.
Fair

Student attempted, but did not meet the requirements.
OR
Student is missing 7+ requirements.
Check Register
Deposit Slips (4)
Checks (fixed expenses and utilities)
Average

Student is missing 4-6 requirements:
Check Register
Deposit Slips (4)
Checks (fixed expenses and utilities)
Great

Student is missing 1-3 requirements.
Check Register
Deposit Slips (4)
Checks (fixed expenses and utilities)
Excellent

All requirements were met and accurate:
Check Register
Deposit Slips (4)
Checks (fixed expenses and utilities)
N/A
Income Tax Form

Completed Tax Form using W-2 that was provided

Poor

Student did not meet the requirements.
or
Student did not attempt.
or
This section does not apply to student.
Fair

Student attempted, but did not meet the requirements.
OR
Student is missing 5+ requirements.
Completed Tax Form using W-2 that was provided
Average

Student is missing 3-4 requirements:
Completed Tax Form using W-2 that was provided
Great

Student is missing 1-2 requirements.
Completed Tax Form using W-2 that was provided
Excellent

All requirements were met and accurate:
Completed Tax Form using W-2 that was provided
N/A




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