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Reporting Requirements for Annual Financial Reports of State Agencies and Universities

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Reporting Requirements for Annual Financial Reports of State Agencies and Universities

Pass-Through Activity

Instructions for the SEFA Web Application

Introduction

Agencies are required to submit SEFA and notes to SEFA using the SEFA web application. Submitting a hard copy of SEFA and the notes to SEFA to the Comptroller’s Financial Reporting section is optional.

You must complete SEFA data entry and reconcile before completing the notes to SEFA, as some of the notes are populated with data from SEFA.

The SEFA web application encompasses edits, ensuring that all required data is included. If data entry errors were made, email SEFA.Texas@cpa.texas.gov. The SEFA web application automatically groups ALNs into the appropriate cluster, with the exception of Research and Development (R&D). The agency must identify and enter R&D records separately from other ALN amounts.

Note:
  1. The receiving agency determines the R&D tag for the record amount and ALN.
  2. If the receiving agency determines that the record should be tagged as R&D, then the awarding agency also needs to tag its record and same award amount as R&D.

Make sure to tag R&D records appropriately to prevent overriding another cluster.

If a hard copy is desired, agencies may download and print a copy of SEFA from the SEFA web application. The State Auditor’s Office (SAO) uses data submitted through SEFA as its source of information for audit purposes. This allows the SAO to have the data in an electronic format more quickly and readily available for onsite agency audits.