GUIDELINES

FIRST QUARTER ILS (I Learn Share)

Research Paper Proposal of Financial Statement

The student should be able to present a financial statement related to the private income and expenses of the family using
RESEARCH PROPOSAL. The research proposal of the students is an integration of writing a financial statement, representation
models, Interest and real-life scenario which significant in the application of General Mathematics.
I. INTRODUCTION
The definition of financial statement should be stated in the provided introduction.
II. STATEMENT OF THE PROBLEM
 Give one (1) word problem that you can integrate to a BANK or etc. and choose one (1) formula in the Module of
INTEREST or ANNUITY and solve it. Use one (1) specific month.
III. DISCUSSION
 Discuss the breakdown of Income and Expenses using tabular table. Coverage of the research paper is Semi-Annual (6
months) covering the months of May 2022 - October 2022.
 Using the data gathered use Bar graph or Line graph to show your tabular table summary.
IV. SUMMARIZATION, RECOMMENDATION and CONCLUSION
In the stated word problem above, recommend a solution that can ease the problem and conclude the financial statement
integration to the real-life scenario of the family.
 INSTRUCTION FOR THE RESEARCH PROPOSAL
Rubric are attached below.
I Learn Share (ILS)
THEME: Financial Statement (Research Paper)
SCORE
25 - 23pts 22- 20pts 19 - 15pts
Completeness of Data The breakdown of income and The breakdown of income and expenses The breakdown of income and expenses
expenses are well documented. are documented but inadequate are documented but incomplete.
indicators.
Content Provided introduction, related Provided introduction, related Provided introduction, related
literature, graphs, literature, graphs, recommendation, literature, graphs, recommendation,
recommendation, conclusion are conclusion shown but not detailed. conclusion are incomplete.
comprehensive.
Organization of Ideas Expressed the points in clear and Expressed the points inadequate ideas Incomplete points in a clear and logical
logical arrangement of ideas in the in the word problem integrated to the arrangement of ideas in the word
word problem integrated to the formula of either Interest or Annuity. problem integrated to the formula of
formula of either Interest or either Interest or Annuity.
Annuity.
Presentation of Research The research proposal was The student presented the research The student presented an incomplete
Proposal impressive. proposal in a lack of explanations and research proposal and explanations.
confidence.

TOTAL SCORE /100