Preparing the Schedule of Expenditures of Federal Awards (SEFA) is complex: federal grants come with unique conditions, CFDA tracking, expenditure vs. pass-through vs. inter-departmental classifications, and multi-agency coordination. Our SEFA Workbench automates the entire process, streamlines collaborative data collection, and boosts accuracy to reduce audit risk.
FHB has developed theSEFA Workbench to completely automate the report, streamline data collection, and improve reporting accuracy.
What you get:
Distribution of your preliminary SEFA data to every participating department, agency, and component for collaborative verification.
Easy tools for collaborators to correct, delete, or add new items not present in the original source.
A central workbench displaying all modifications for final review and approval.
Automated scripts and chains to push, pull, and refresh data across the platform.
An automatically generated SEFA in your preferred format.
Painless post-generation changes: apply last-minute adjustments with ease.
What you do:
Provide expenditure reports from your accounting system.
Configure workbench settings, including the list of agencies, business units, and departments requiring SEFA packages.
Run scripts to auto-generate preliminary SEFA packages for each entity.
Have your teams enrich the data by adding corrections and supplements, such as non-cash expenditures and interagency handoff of federal award money.
Review your publish and print-ready Schedule of Expenditure of Federal Awards.
The Result:
Generate a fully compliant SEFA in minutes instead of weeks.
Enable efficient, traceable collaboration across departments and agencies.
Make last-minute changes painless—keeping you on track and stress-free.
Flexible Execution: Can run on a schedule or on demand.
Toggle Control: Easily enabled or disabled as needed.
Exception Handling: Includes an exception list to exclude known variances from alerts.
API Upgrade
To ensure uninterrupted service, continued support, and access to enhanced capabilities, we are proactively upgrading our system to use the newer API versions in alignment with Workiva. For full details, see our Knowledge Base Article.
Updated Scripts (Built with Python 3.13)
Faster, Smoother Processing: Existing scripts will run faster.
Improved Error Handling: Clearer error messages and improved error handling make it easier to spot and fix issues.
More Reliable and Secure Performance: Automations will run more consistently, reducing interruptions and improving overall efficiency.
Scripts will continue to run beyond Workiva's end-of-life deadline for Python 3.9 on October 31, 2026. For more on this, see our Knowledge Base article.
