In this Performance Task Assessment, you will demonstrate your ability to use managerial accounting tools and measures appropriately. You are strongly encouraged to use the Academic Writing Checklist when completing this Assessment.

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In this Performance Task Assessment, you will demonstrate your ability to use managerial accounting tools and measures appropriately. You are strongly encouraged to use the Academic Writing Checklist when completing this Assessment.

Your responses to this Assessment should:

  • Reflect the criteria provided in the Rubric.
  • Adhere to the required length.
  • Conform to APA style guidelines. You may use the Walden Writing Center’s APA Course Paper Template

Professional Skills: Written CommunicationTechnology, and Critical Thinking and Problem Solving are assessed in this Competency

This Assessment requires submission of two (2) files. Save your files as follows:

  • Save the Excel files for this Assessment as IG009_Excel_firstiniital_last name(for example, IG009_Excel_J_Smith). On your Excel file, create a tab for each spreadsheet, and label each tab with the appropriate part of the Assessment.
  • Save the written parts for this Assessment in a Word document as IG009_ firstiniital_lastname. Use headings to identify each part of the Assessment.

When you are ready to upload your completed Assessment, use the Assessment tab on the top navigation menu.


This Assessment includes 6 parts, each related to a different case scenario. For each scenario, you will assume an important role with a fictional company and analyze various aspects of that company using accounting tools and measures. Parts I, II, IV, and V require you to make calculations using spreadsheet software such as Excel. Part III, requires you to analyze various types of centers for a specific company. Part VI requires you to analyze data presented in the accompanying project documents and make decisions based on that data. Access the IG009 Assessment Scenarios document provided with this Assessment and analyze the appropriate scenario for each part.

This assessment has six parts.  Click each of the items below to complete this assessment.

Part I: Performance Report and Variances

Access Part I of the IG009 Assessment Scenarios document. Honey Bear Confections (HBC) is a small organization dedicated to making bear-shaped sweets with honey as a sugar substitute. You have just been promoted to the position of manager of the production department at HBC when your supervisor shows you a static budget report. She tells you to “get it fixed.” You suspect she is alluding to a problem with productivity and efficiency. Review the “HBC Static Budget Report,” and then prepare a performance report using spreadsheet software, such as Excel.

Part II: Making Investment Decisions Using NPV, ARR, IRR, and Payback

Access Part II of the IG009 Assessment Scenarios document. As the new product development manager, you are considering investment proposals for two mutually exclusive investment opportunities. The two proposals must be evaluated using net present value (NPV), accounting rate of return (ARR), internal rate of return (IRR), and payback. Review the cash flow information in the “Investments” section of the Assessment Scenarios document, and then analyze the investment proposals using Excel or another spreadsheet software to calculate NPV, ARR, IRR, and payback. Write a report that presents your findings (1–2 pages).

Your report should include the following:

  • Your calculations of NPV, payback, IRR, and ARR
  • An evaluation of each of the investment opportunities
  • Your recommendation for which investment opportunity should yield the highest

Note: Part II requires you to submit an Excel sheet tab and a section in Word. Be sure each is clearly labeled when you submit your Assessment.

Part III: Cost Centers, Profit Centers, and Investment Centers

Select a company that you are familiar with, or do some research on a company you are interested in, then determine what that company’s cost centers, profit centers, and investment centers are (there may be more than one of each). Provide a rationale for your conclusions (3–4 paragraphs).

Part IV: Full Cost and Variable Cost Transfer Pricing Methods

Phipps manufactures circuit boards in Division A in a country with a 30% income tax rate and transfers these circuit boards to Division B in a country with a 40% income tax. An import duty of 15% of the transfer price is paid on all imported products. The import duty is not deductible in computing taxable income. The circuit boards’ full cost is $1,000 and variable cost is $700; they are sold by Division B for $1,200. The tax authorities in both countries allow firms to use either variable cost or full cost as the transfer price. Using Excel or another spreadsheet software, prepare a summary that shows a comparison of the full cost transfer pricing method and variable cost transfer pricing method. Your summary should clearly show the total taxes the company would be subject to under each method.

Part V: Computing Variances Using Standard and Actual Costs

Access Part V of the IG009 Assessment Scenarios document. You are the senior controller for Healing Touch, a manufacturer of high-quality products designed to help support healthy spines. Its newest product offering is a massage chair and you plan to perform a variance analysis of the chairs manufactured this month to determine if the standards are being met. Once you have completed the analysis, you plan to show it to the production department manager and ask for an explanation of any variances that you believe should be examined. Assuming that Healing Touch manufactured 500 massage chairs this month, use the data contained in Part V of the Assessment Scenarios document to calculate all materials and labor variances in Excel (or other spreadsheet software). Be sure to include price, quantity, wage rate, and labor efficiency variances.

Part VI: Break-Even Point

Access Part VI of the IG009 Assessment Scenarios document. Dr. Lucy Zang, a noted local podiatrist, plans to open a retail shoe store specializing in hard-to-find footwear for people with feet problems, such as bunions, flat feet, mallet toes, and diabetic feet. She has asked you to help her figure out what sales need to be each month to keep the store open, and has given you some basic numbers to work with. Using the estimates provided in Part VI of the Assessment Scenarios document, calculate the amount of sales the Happy Feet store must do each month to break even.


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