eSRA System updates implemented August 31, 2018:

System Updates

• (NEW) Foreign proposals submitted to DOE HQ added functionality that tracks the date BSO submits Foreign Proposals for HQ review

• Foreign HQ Review status added to DOE Foreign row on the Approvals Tab

• Submitted Foreign Proposal to HQ activity available to the DOE Proposal Reviewer and DOE Administration roles to record submission to HQ

• Submit Foreign Sponsor to DOE is now available if the direct or prime sponsor is foreign to accommodate special circumstances.  [Note: Confirm the RA entered data in View 7.0-PIN-F for Foreign proposals before using the activity.  If needed, refer the RA to the Help Desk.]

• IP JWS Approval (for CRADAs) now available in the ‘Award Pending’ state

Streamlining Optimizations: Details are available on the eSRA website

• Proposal Activities

• Contract Officers

• Submit Exhibit F Only

• Submit Foreign Sponsor to DOE

• Principal Investigator

• Approve for Non-Competing Continuations

• Equipment Gifts

• Approve Equipment Gift by PI

• Division Property Rep Review Complete

• Renamed some user roles for clarity

• Dashboard Templates for all roles:

• Added informational text

• Reviewed (and updated, if necessary) headings

• Enabled filter bar, if it was missing

• Reviewed (and updated, if necessary) the states in the workflow that are displayed

• Additional updates for the following roles:

• HARC Roles: Animals, Human Subjects, AWRC Committee Member, IRB Committee Member

• BSO SPP and CRADA Roles: BSO JWS, DOE Administration, DOE FAC, DOE IP Reviewer, DOE NEPA Reviewer, DOE Non-Std, DOE Proposal, DOE Science

• Gift Processing Roles: BSO Gift Reviewer, Directorate, Division Property Rep, DOE Award, EHS Property Reviewer, General Accounting, Gift Administrator, OCFO Property Reviewer

• CFO

• Contracts Officer

• Division Reviewer

• DOE IP Approver

• DOE Proposal

• Indirect Approval

• Principal Investigator

• Proposal to Closeout

• Resource Analyst

• Sponsor Administrator

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Informational Website (eSRA.lbl.gov) Updates:(since the last announcement, July 27, 2018)

FAQ and Troubleshooting page

• Other: Why can’t I view an electronic signature on an uploaded document?

If you have questions or concerns, please contact eSRAHelp@lbl.gov

Please remember to clear the cache on your browser to obtain the best operations for system updates.

eSRA System updates implemented July 27, 2018:

Streamlining Optimizations: Details are available on the eSRA website

• Global Navigation Lists: standardized terms on label, added or removed fields, added explanations about the contents of each tab, updated (if necessary) the states displayed on specific tabs

• Awards

• Proposals

• Researcher Profile

• Company Profile

• Dashboard Templates for roles that do not have an Inbox list: added explanation and removed the icon for the empty inbox

• RCO (Reports Coordination Office)

• Security Administrator

• SF424 Administrator

• SF424 Grants Specialist

• SF424 Reader

• TCA (Technology Commercialization Associate)

• Dashboard Templates for roles missing an Inbox:

• Salary Cap

• Activities for Contracts Officers

• (proposal) Submit FAC Waiver

• (proposal) Submit Proposal Package to DOE

• (proposal) Submit Requested Changes to DOE

• (modification) OCO Approve Modification

• Modifications Relevant to RAs and PIs

• No Cost Extenstion (modification View)

• New PI approval activity specific to NIH (or NIH flow-thru) NCE Requests

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Informational Website (eSRA.lbl.gov) Updates:(since the last announcement, June 29, 2018)

Supplemental Info by Topics page

• States in eSRA QR2006 (revised)

If you have questions or concerns, please contact eSRAHelp@lbl.gov

The eSRA Team

eSRA System updates implemented May 28, 2018:

System Updates

• ‘Copy Proposal’ activity will no longer copy attachments.  

• Calendar pop-up displays the full year.

• Branching and workflow for DOE Office of Science proposals that are not submitted to the Office of Science Electronic System have been updated:

• Branches to View 8.5 instead of 8.14

• ‘Approve for DOE Submission - Not Office of Science Electronic System’ activity is available to the Division Reviewer.

• ‘DOE Proposal Submitted’ activity is available to the RA.

• The award type options in proposal View 9 will display the sub-set of options based on the proposal type.

CRADA Post Go-Live Improvements

• Updated the language of the notification to the PI when the final report is requested to better reflect the URL links and processes at the Report Coordination Office (RCO).

• Updated question 8.7.b ‘CRADA SOW (Appendix A to CRADA)’ by changing ‘Appendix’ to ‘Annex’ to differentiate it from the SPP proposal documents.

Streamlining Optimizations: Details are available on the eSRA website

• Proposal Workspace

• Updates to the tabs across the top of the proposal workspace.

• Major re-organization of documents on the ‘Attachments’ tab

• Proposal Activities

• Supplement or Amendment Awarded

• Award Activities

• Submit Final CRADA Report to IPO

• Modifications Activities

• Submit to PI

• All Bridge Request activities

• Request New Sponsor button

• Company Profiles

• View 1.0 – Sponsor Identification

• View 2.0 – Sponsor Location

• View 3.0 – Sponsor Details

• View 3.1 – DOE Details

• View 4.0 – External Details

• View 5.0 – Terms & Conditions

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Informational Website (eSRA.lbl.gov) Updates:(since the last announcement, April 30, 2018)

Supplemental Info by Topics page

• Grant-Contract Closeout Process QR5492 (revised document)

If you have questions or concerns, please contact eSRAHelp@lbl.gov

Please remember to clear the cache on your browser to obtain the best operations for system updates.

eSRA System updates implemented April 30, 2018:

System Updates

• Fixed problems with ‘Copy Proposal’ activity incorrectly copying attachments and the related award reference.

Streamlining Optimizations: Details are available on the eSRA website

• Proposals

• Updated proposal type options:

• SPP replaces Work for Others/Strategic Partnership Program

• DOE National Labs replaces DOE National Laboratories (Integrated Contractors)

• Updated help text on the final National & Homeland Security Question

• View 7.0-PIN - Non-Federal Sponsors

• View 7.0-PIN-F - Foreign Sponsors

• Proposal Activities

• ‘Proposal’ replaces  ‘Science’

• ‘Confirm Science is Final’ is now ‘Confirm Proposal is Final’

• ‘Set Science to Draft’ is now ‘Set Proposal to Draft’

• ‘CO Set Science to Draft’ is now ‘CO Set Proposal to Draft’

• Workflow Activities

• ‘Submit to PI’ adds an informational notification

• ‘Approve for CO Review’ is now ‘Division Approve for CO Review’

• ‘Request DOE Eligibility Letter’

• ‘Submit CRF to IACUC’ is now ‘Submit CRF to AWRC’

• Request Info for Sponsor

• Upload Sponsor Requested Information

• Request NIH Other Support

• Upload NIH OS As Requested

• Requst Review by Proposal Team

• Request NIH Upated F and A

• Upload NIH Updated F and A

• Validate Other Support

• Awards

• View 3.0 - Terms & Conditions

• View 3.1 - Funding Cap

• View 4.0 - Funding Allocations (and individual funding lines)

• View 4.1 - Equipment Valuation

• View 4.2 0 CRADA Funding and In-Kind (and individual funding lines)

• Award Activities

• Award Creation Activities

• Contact Accounting Award Setup Review

• Closeout Activities

• Costs are Final

• Request Close Out Checklist

• Submit Close Out Checklist

• Closeout Award

• Modifications (Individual Views)

• Approved Terms & Conditions (similar to the changes on the Award T&C View)

• Funding Allocations (similar to the changes on the Award funding allocation View)

• Workspaces

• Proposal Workspace

• Award Workspace

• Modifiation Workspace

• Company Profile Workspace

• Researcher Profile Workspace

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Informational Website (eSRA.lbl.gov) Updates:(since the last announcement, March 30, 2018)

Supplemental Info by Topics page

• National and Homeland Security Burden Agencies - QR2031 (new)

Forms page

• PI_Closeout_Checklist_and_Delegation_of_Authority_Form (new)

If you have questions or concerns, please contact eSRAHelp@lbl.gov

The eSRA Team

Please remember to clear the cache on your browser to obtain the best operations for system updates.

eSRA System updates implemented March 30, 2018:

System Updates

• Fixed branching problem for Master Agreements on CRADA awards

Streamlining Optimizations: Details are available on the eSRA website

• Proposals

• View 2 – LBNL Standard General Information

• View 9.1.G – Upload Subaward Budgets

• View 9.2 – Proposal Data Entry (for Grants.gov only)

• View 9.3 – LBNL Budget Summary Info

• View 9.3.C – Budget Summary Info – Direct Data Entry

• 9.3.G – LBNL Gift Budget Summary

• 9.3.GE – LBNL Equipment Gift Budget Summary

• 9.3.R – CRADA Budget Summary

• 9.3.U – Unfunded CRADA Reporting Information

• Proposal Activities

• Contract Accounting Activities

• Accept Over Salary Cap (

• Issue CO Approval

• Reopen Negotiations

• Submitted to Grants.gov

• Resource Analyst Activities

• Request Over Salary Cap Approval

• Indirect Budget Group Activities

• Approve Fellowship IDC Waiver

• Awards

• View 1.0 – Award

• View 2.0 – Funding Proposals

• Award Activities

• Related to Deliverables

• Add Deliverables Template

• Complete Deliverable

• Update Individual Deliverable

• Contract Officer Activities

• Set Award Relationships

• Award Preparation Complete

• Reassign CO

• Contract Accounting Activities

• CA Closeout

• Contract Accounting Requesting Changes

• Other Miscellaneous Activities

• Send to Archive

• Modifications (Individual Views)

• View 1.2 Award Modification (for Contract Accounting)

• Advance Type Changes (for COs only)

• Carryover Award

• Completed

• Modification Complete (for COs only)

• Other CO Administrative Changes (for COs only)

• PoP Request New Start Date (for COs only)

• Request to End Early

• Transfer Out, Relinquishment

• Carryover Budget Period

• Other Administrative Changes

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Informational Website (eSRA.lbl.gov) Updates:(since the last announcement, February 28, 2018)

Supplemental Info by Topics page

• Application Types QR2009 (new)

• Award Types QR2024 (new)

• CRADA Desk Guide for eSRA (updated to reflect name change for tGr8fu!!sprIThe CRADA SOW document)

• Grants.gov to DOE QR6910 (updated)

Forms page

• CRADA_SOW_Template_Annex_A  (replaces CRADA SOW Template - minor changed in the heading)

• SPP_SOW_Template_Appendix_A  (newly posted on eSRA website)

If you have questions or concerns, please contact eSRAHelp@lbl.gov