SEFA Tutorial

Lesson 4: Overview of the SEFA Web Application

SEFA Main Menu

In SEFA’s main menu, the drop-down menu of agency names and numbers is populated based on the security access permissible by the User ID used during the log-in process.

If the user has access to multiple agencies, the user may select the agency from the drop-down menu or enter the agency number in the Enter Agy No field – or it may auto-populate.
If the user only has access to one agency, the user may have to select the agency from the drop-down menu or enter the agency number in the Enter Agy No – or it may auto-populate.

For more information, see the Instructions for the SEFA Web Application Step 3. Main Menu.

Users may choose from the following types of SEFA entries:

Data Entry

Main Record List

Add or view single SEFA record. Selecting the Main Record List will also allow agencies to access other SEFA tabs. (See next section in this tutorial lesson: SEFA Tabs.)

See Step 4. Add a New Record for this Agency for instructions for adding or modifying a single record.

Batch Entry

Upload record batches through an Excel file. Current batch entry formatting requirements and instructions are included.

Notes

Enter notes to SEFA. For instructions on entering required notes, see the AFR Reporting Requirement’s Notes to SEFA page (more information is available in Lesson 5: Notes to SEFA of this tutorial).

DUNS Numbers

Enter the Data Universal Numbering System (DUNS) numbers that were active during the fiscal year related to any federal program reported in SEFA. All DUNS entries must be nine digits (hyphens are optional). Click Save once the DUNS Numbers screen is updated.

For more information about DUNS reporting requirements, see the AFR Reporting Requirement’s Unique Entity Identifier – DUNS and SAM Reporting page.

EIN Numbers

Enter the agency’s employer identification number (EIN). All EIN entries must be nine digits (hyphens are optional). Click Save once the EIN Numbers screen is updated.

For more information, see the AFR Reporting Requirement’s Employer ID Number (EIN) Reporting page.

SEFA Certification

Initial Certification

Agencies must complete the Initial Certification by Sept. 1, 20CY.

Pass Thru Certification

Agencies must complete the Pass-Through Certification by Sept. 28, 20CY.

Final Certification

Agencies must complete the Final Certification by Nov. 1, 20CY.

Reports

Agency Status

Displays a summary of the agency’s current SEFA status, which includes the:

Reported EIN
DUNS
Total expenditures per Schedule 1A
Total expenditures per SEFA Note 2
Total pass-through revenues and expenditures
Total pass-through variances
Number of mismatched pass-through line items
Agency’s current certification status
Revenues and expenditures by cluster

Schedule 1A

Directs the agency to the Schedule 1A SEFA tab. (See the next section in this tutorial lesson: SEFA Tabs.)

SEFA Pass-through Reconciliation

Directs the agency to the Pass-thru Recon tab. (See the next section in this tutorial lesson: SEFA Tabs.)

USAS Agency Pass-through Reconciliation

Directs the agency to the USAS PT Recon tab. (See the next section in this tutorial lesson: SEFA Tabs.)

Summary by Cluster

Provides a summary of direct and pass-through reported revenue and expenditures for the agency, by program cluster.

Summary by Cluster and ALN

Provides a summary of direct and pass-through reported revenue and expenditures for the agency, by program cluster and ALN.