1. Establish a Structured SEFA Review Process
We will implement a two-step validation process to ensure that the information
aligns with grant agreements and financial records
We will Assign a secondary reviewer (e.g., a senior accountant or compliance
officer) to verify grant period dates, pass...
1. Establish a Structured SEFA Review Process
We will implement a two-step validation process to ensure that the information
aligns with grant agreements and financial records
We will Assign a secondary reviewer (e.g., a senior accountant or compliance
officer) to verify grant period dates, pass-through numbers, and award
classifications. We will assign a secondary reviewer to verify all grant period
We will develop grant reporting checklist to confirm all key reporting elements
before submission.
2. Strengthen Performance Reporting Accuracy
We will establish a review process to validate performance reports against internal
program data before submission.
We will develop standardized templates and reporting procedures to ensure
consistency and completeness.
We will implement and conduct staff training to enhance our understanding of
performance reporting requirements.
3. Provide Targeted Training for Key Staff
We will offer Continuing Professional Education (CPE) courses focused on Single
Audit requirements and federal grant reporting best practices.
We will conduct internal training for finance and program personnel to strengthen
their understanding of federal compliance expectations.
4. Utilize Technology to Enhance Accuracy
We will utilize excel to improve SEFA accuracy.
To reduce manual errors and improve efficiency, we will implement an automated
grant tracking tool that allows for real-time updates, budget-to-actual comparisons,
and automated alerts for reporting or expenditure deadlines. This tool will streamline
processes, enhance accuracy, and ensure better financial oversight of each grant
program.
We will utilize performance tracking software to enhance reporting accuracy.
5. Strengthen Internal Controls and Documentation.
We will create and formalize written policies and procedures for the accurate
preparation of the Schedule of Expenditures of Federal Awards (SEFA) and related
performance reporting. These procedures will include roles and responsibilities,
timelines, data sources, and review protocols to ensure consistency, compliance with
federal requirements, and readiness for audit.
We will develop an organized, centralized repository, both digital and physical will
be maintained for each grant. This repository will house all supporting
documentation, including award letters, budgets, expenditures, reports, and
correspondence. Clear naming conventions and folder structures will be used to
ensure records are easy to locate for internal use and external audits.
We will establish a schedule for internal reviews of grant management processes,
SEFA reporting, and documentation practices. These reviews will assess compliance
with policies, identify areas for improvement, and ensure corrective actions are taken
as needed to strengthen accountability and operational efficiency.
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Provide Targeted Training for Key Staff
We will offer Continuing Professional Education (CPE) courses focused on Single Audit requirements
and federal grant reporting best practices.
We will conduct internal training for finance and program personnel to strengthen their understanding
of federal compliance expectations.
Utilize Technology to Enhance Accuracy
We will utilize excel to improve SEFA accuracy.
To reduce manual errors and improve efficiency, we will implement an automated grant tracking tool
that allows for real-time updates, budget-to-actual comparisons, and automated alerts for reporting or
expenditure deadlines. This tool will streamline processes, enhance accuracy, and ensure better
financial oversight of each grant program.
We will utilize performance tracking software to enhance reporting accuracy.
Strengthen Internal Controls and Documentation.
We will create and formalize written policies and procedures for the accurate preparation of the
Schedule of Expenditures of Federal Awards (SEFA) and related performance reporting. These
procedures will include roles and responsibilities, timelines, data sources, and review protocols to
ensure consistency, compliance with federal requirements, and readiness for audit.
We will create an organized, centralized repository, both digital and physical will be maintained for
each grant. This repository will house all supporting documentation, including award letters, budgets,
expenditures, reports, and correspondence. Clear naming conventions and folder structures will be used
to ensure records are easy to locate for internal use and external audits.
We will establish a schedule for internal reviews of grant management processes, SEFA reporting, and
documentation practices. These reviews will assess compliance with policies, identify areas for
improvement, and ensure corrective actions are taken as needed to strengthen accountability and
operational efficiency.