Dear eSRA Users,

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

eSRA System updates implemented  November 1, 2018:

System Updates

• Help text updated to link to the new SPO website and Contracts Officer Assignments by

Enhancements to Export Control process

• Export Control Approval will be required if the Direct or Prime Sponsor is foreign or if any of the National and Homeland Security questions are answered ‘yes’ (including DOE-Direct proposals)

• Export Control status will be ‘Pending Approval’ instead of ‘Notified’ and approval is required before award generation for non-DOE-Direct awards.

• Request for Approval is triggered on the following activities:

• Issue CO Approval

• CO Approve Gift Proposal

• Approve for DOE Submission - Office of Science

• Approve for DOE Submission - Not Office of Science Electronic System

Enhancements to CRADA Closeout process

• Final Report closeout activities and notifications provide information for special handling of Final Reports that contain CRADA Protected Information.  The following activities contain the updates:

• Request CRADA Final Report (available to SPO Closeout Coordinator)

• Submit Final CRADA Report to SPO (available to PI)

• Submit Final CRADA Report to BSO (available to SPO Closeout Coordinator)

• Close CRADA Award (available to SPO Closeout Coordinator)

Enhancement to Salary Cap process

• Activity: Request Over Salary Cap Approval updated to reference the new form created and required by the Directorate for Over Salary Cap approvals.

• Request Over Salary Cap and Accept Over Salary Cap activities now available in more states beginning with ‘Preparation.’

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Informational Website (eSRA.lbl.gov) Updates:(since the last announcement, August 31, 2018)

Supplemental Info by Topics page

• CRADA Desk Guide (updated for changes to Final CRADA Report processes)

Forms page

• Business Manager_Closeout_Checklist_and_Delegation_of_Authority_Form (new)

• Commitment Request Form (new) - posted on behalf of Darren Ho

• Directorate Discretionary Funds Request Form (new) - posted on behalf of Darren Ho

• NIH Salary Cap Funds Request Form (new) - posted on behalf of Darren Ho

• Request for Shared Cost Support (revised) - posted on behalf of Darren Ho

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

The eSRA Team

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