Draft a Schedule of Expenditures of Federal Awards (SEFA) prep checklist from 2 CFR 200.510

Takes the business office's list of federal awards (program names, Assistance Listing numbers, pass-through entities and award IDs; no personal data) and drafts a SEFA readiness checklist from 2 CFR 200.510(b): programs listed by federal agency with Assistance Listing numbers, cluster names and totals, pass-through entity names and identifying numbers, totals to subrecipients, loan balances in notes, and a note on significant accounting policies and whether the de minimis indirect rate (up to 15 percent) was used. Adds the 200.501 threshold check ($1,000,000 or more in federal expenditures triggers a single or program-specific audit).

Human in the loop: Business manager and auditor own the SEFA; the workflow never computes final expenditure totals. Limits: Thresholds and rules change with Uniform Guidance revisions; the draft names the eCFR date used. Not audit or legal advice. Methodology 1.0: Strong candidate for replay.