PERFORMANCE STANDARDS-BASED ASSESSEMENT

GENERAL MATHEMATICS 11.2.3

PERFORMANCE STANDARD: Decide wisely on the appropriateness of

business or consumer loan and its proper utilization.

GOAL (G): Your task is to create a plan for the proper utilization of a
consumer or business loan.

ROLE (R): You will act as a client for a consumer or business loan.

AUDIENCE (A): Your audience will be your parents for a consumer loan
and your friend for a business loan.

SITUATION (S): You are in a scenario that you are to avail for a business
loan to help your parents refurbish your house and for a consumer loan to
put up a snack business with your friend.

PERFORMANCE/PRODUCT (P): You will create a plan regarding the

appropriateness and proper utilization of your loan to be applied for.

STANDARDS and CRITERIA for SUCCESS (S): Your product will be

judged according to

Appropriateness of Plan for Loan (10 points)

Neatness & Clarity of Plan (5 points)

Prepared by: MARIA IVANA M. MAYOL

 MY PLAN FOR A LOAN

Situation 1: You have a plan to help your parents in refurbishing your house.
The way to help them is to avail for a consumer loan in a bank. With such
idea, you are to plan and provide your parents first with a plan before
availing a particular loan amount.

Situation 2: Your friend invites you to become her partner for a snacks
tavern business venture. The way to start this business with this friend is to
avail for a business loan. Your friend begged you to plan ahead before
loaning an amount from the bank.

For both situations, write your plan of possible expenses following the format
below. After the plan has been created, fill in the bank form indicating the
loan amount you intend to avail based from your plan.

PARTICULARS/DESCRIPTIO QUANTITY AMOUNT

N of ITEM

GRAND TOTAL

ROYAL BANK FORM 1( for loan application)

__________________
DATE
NAME:_____________________________________________
ADDRESS:__________________________________________
OCCUPATION:______________________________________
COMPANY:_________________________________________
NET INCOME:_______________________________________
LOAN AMOUNT TO AVAIL:_____________________________
__________________________
SIGNATURE OVER PRINTED NAME

(Note: Teacher may include a sample loan matrix so that learners may have an idea as to
the extent and idea of loan to avail and its effect to the income/salary.)