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

Advanced

10-Q MD&A draft from variance drivers (management-ready)

Drafts an MD&A section based on provided financial changes and drivers, with structured language and risk-aware tone. Useful for SEC reporting teams accelerating first drafts.

GPT-5.2 Thinking; GPT-4.1; o3-mini

Compliance & Regulatory

Intermediate

10-K footnote checklist mapped to owners and source systems

Creates a 10-K footnote checklist with owners, data sources, and validation checks. Useful for planning the annual reporting process and avoiding last-minute gaps.

GPT-5.2 Thinking; GPT-4.1; o3-mini

Compliance & Regulatory

Intermediate

SOX risk-control matrix (RCM) generator for a process

Creates a SOX RCM with risks, controls, evidence, and testing attributes. Useful for building or refreshing SOX documentation efficiently.

GPT-5.2 Thinking; GPT-4.1; o3-mini