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Run: Schedule of Expenditures of Federal Awards (SEFA) Worksheet

SEFA Worksheet for compiling federal expenditures by program, Assistance Listing number, and pass-through details before Single Audit preparation. Use it to ...

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Worksheet Overview

Fiscal Year (required)

Enter the fiscal year covered by this SEFA line item, such as FY2025.

Prepared By

Optional. Enter the name or role of the person preparing this worksheet entry.

Preparation Date

Optional. Date this worksheet entry was prepared.

Source Document Reference

Optional. Reference the grant agreement, general ledger report, or award file used to support this entry.

Federal Award Identification

Federal Program Name (required)

Enter the official federal program or award name as it should appear on the SEFA.

Assistance Listing Number (required)

Enter the Assistance Listing number, formerly CFDA, in the format 12.345.

Award Type (required)

Select whether the federal funds were received directly from the federal agency or passed through another entity.

Federal Award Identifier

Optional. Enter the award number, grant number, or other federal award identifier if available.

Pass-Through Entity Details

Pass-Through Entity Name (required)

Enter the name of the state, local government, nonprofit, or other pass-through entity.

Pass-Through Identifier

Optional. Enter the pass-through award or subaward identifier provided by the pass-through entity.

Pass-Through Contact

Optional. Enter the contact name at the pass-through entity for audit follow-up.

Expenditure Amounts

Federal Expenditures (required)

Enter total federal expenditures for this program during the fiscal year.

Unspent Award Balance

Optional. Enter any unspent balance if needed for internal reconciliation.

Expenditure Basis

Optional. Select the accounting basis used for this amount if your organization tracks it.

Audit Trail and Review Notes

Reconciliation Notes

Optional. Summarize how this amount was reconciled to the general ledger or grant ledger.

Known Variances or Adjustments

Optional. Describe any timing differences, reclassifications, or adjustments affecting the SEFA amount.

Review Status

Optional. Track whether the line item is ready for review or needs follow-up.

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