Intermediate
SEFA builder: mapping grants to CFDA/Assistance Listing and notes
Builds a SEFA template and maps grants to required fields and note disclosures. Useful for grant accountants and auditors.
Create a SEFA (Schedule of Expenditures of Federal Awards) template for {organization_name}.
Inputs:
- Federal awards listing: {federal_awards}
- Expenditure detail by grant: {expenditures}
- Indirect cost rate/election: {indirect_cost_info}
- Subrecipient amounts: {subrecipient_info}
Output:
1) SEFA table with required columns and calculated totals.
2) Notes to SEFA draft (basis of accounting, de minimis/indirect rate, subrecipients).
3) Tie-out checklist to GL and grant reports.
4) Data gaps and questions.
Keep it aligned to Uniform Guidance expectations.Related Prompts
Compliance & Regulatory
AdvancedCybersecurity Incident Response Plan (Firm)
A step-by-step guide for what the firm must do if client data is breached.
GPT-4oClaude 3.5 Sonnet
0
0
179
Compliance & Regulatory
BeginnerKYC file checklist and deficiency remediation letter template
Creates a KYC document checklist and a client-facing deficiency letter template. Useful for onboarding teams and compliance operations.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
140
Compliance & Regulatory
IntermediateInsider Trading Policy Memo
Drafts an internal memo explaining 'Blackout Periods' and 'Material Non-Public Information'.
GPT-4oClaude 3.5 Sonnet
0
0
239