Criteria

Excellent (4 points)

Good (3 points)

Satisfactory (2 points)

Needs Improvement (1 point)

Unacceptable (0 points)

Completeness

Report includes all necessary documents and receipts, with every expense clearly itemized and categorized.

Report is missing 1-2 minor documents or details, but is largely complete.

Report includes most necessary information, but lacks several items or categorizations.

Report is missing significant information or documents, making it difficult to assess all expenses.

Report is largely incomplete, with many missing documents and details, rendering it unusable for evaluation.

Accuracy

All expenses are accurately recorded and correctly categorized; calculations are error-free.

Minor inaccuracies in recording or categorization that do not significantly affect the overall report.

Some inaccuracies or miscalculations that need correction but do not majorly impact the report's integrity.

Frequent inaccuracies, miscalculations, or misclassifications that affect the report's reliability.

Extensive inaccuracies and errors; the report is unreliable for assessing actual expenses.

Justification

Every expense is accompanied by a detailed justification, clearly demonstrating its necessity and alignment with our objectives.

Justifications are provided for most expenses, with clear relevance to our objectives, though some details may be lacking.

Basic justifications are provided, but they lack detail or do not fully explain the expense's relevance.

Justifications for expenses are minimal or insufficient, with many lacking a clear connection to our objectives.

No justifications provided, or justifications are irrelevant, failing to demonstrate the expense's necessity.

Adherence to Policy

The report strictly adheres to all our financial policies and guidelines without exception.

The report adheres to most policies, with only minor deviations that are justifiable.

The report shows an attempt to follow policies, but there are several notable deviations.

The report frequently deviates from our policies, indicating a lack of understanding or disregard for guidelines.

The report shows complete disregard for our financial policies and guidelines.

Presentation and Clarity

The report is exceptionally well-organized, clear, and easy to follow, enhancing readability and review efficiency.

The report is well-organized and clear, with minor issues in presentation that do not impede understanding.

The report is adequately organized but could be improved for better clarity and easier navigation.

The report's organization and clarity are poor, making it difficult to review efficiently.

The report is disorganized and unclear, severely hindering review and understanding.