Announcements

eSRA posts updates to the system here and maintains them on this site for about six months.  If you need access to prior announcements, contact eSRAHelp@lbl.gov and the eSRA Functional Lead will retrieve them for you.

11/1/2018 Update

posted Nov 1, 2018, 8:14 AM by Cynthia Sylvester

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


08/31/2018 Updated

posted Sep 4, 2018, 7:26 AM by Cynthia Sylvester

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


07/27/2018 Update

posted Jul 26, 2018, 2:12 PM by Cynthia Sylvester

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


06/29/2018 Update

posted Jun 29, 2018, 7:04 AM by Cynthia Sylvester   [ updated Jun 29, 2018, 7:05 AM ]

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

eSRA System updates implemented June 29, 2018:

System Updates

  • New Functionality: When award is closed in eSRA, the proposal state will change to ‘Proposal Award Closed’ for all proposals linked to the award.

  • Updated the modification activity, ‘Request Approval for Non-Std Financial Terms’ so it is only available in the ‘CO Review Modification’ state.

  • Updated processes to bring the 737 Report in-synch with eSRA.

  • Updated proposal branching on fellowships and federal non-competing continuations.

  • Removed ‘Non Std Financial Terms Bridge (FasTrak)’ from the RA modification options.


CRADA Post Go-Live Improvements

  • Updated the notification on the ‘Request CRADA Final Report’ activity.


Streamlining Optimizations: Details are available on the eSRA website

  • Company Profiles

    • Updated the Workspace Tabs

    • Company Profile Activities

      • OCO Notes

      • Log Sponsor Administrator Comments

      • Cancel Request New Sponsor

      • Update Sponsor Data by CA

  • Proposal Activities

    • Approve Non-Compete for CO Review

    • Approve Non-Compete Fellowship for CO Review

    • Request Fellowship Changes from Proposal Team

    • Approve Tech Transfer

    • Request DOE Approval of Non-standard Negotiated Terms

    • Create Document for Manual Submission

  • Modifications Activities

    • Approve Modification (PI)

    • Request Changes (PI)

    • Request Changes (CO)

    • Reject Modification

    • Submit COI Approval

    • Submit Award Modification (NSFT Bridge Requests Only)

    • Take Ownership

    • Division Requests Changes

    • Submit Changes to Division

    • Discontinue Modification

    • Request DOE Approval of Non-Standard Negotiated Terms

    • DOE Request Changes

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

Supplemental Info by Topics page

  • NIH 2nd NCS QR5103 (new)

  • Type and Target QR2008 (revised document)

Curriculum for Contract Officers page

  • Hands-on Awards and Mods for COs updated for NSFT changes eSR5805 (replaces previous version)

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

The eSRA Team

05/28/2018 Update

posted May 29, 2018, 6:51 AM by Cynthia Sylvester

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

eSRA Training Environment

posted Aug 9, 2017, 6:59 AM by Cynthia Sylvester

The eSRA Training environment access portal has changed which some of you use for practice or to capture and send screen shots to others that you work with.  If you need access, please contact eSRAHelp@lbl.gov for the new URL.

Streamlining Project Summary

posted Jul 14, 2017, 7:27 AM by Cynthia Sylvester   [ updated Sep 13, 2018, 9:28 AM ]


The eSRA Streamlining Project was identified as a user optimization opportunity intended to address problems resulting from the phased implementation of eSRA.  A thorough review of every View, Activity and Workspace was performed in order to identify areas that could be improved.  While only minor changes were made to core functionality, a significant number of improvements were made to make the system more intuitive and user friendly. These include the following:
  • Improved help text
  • Standardized use of terms
  • Improved validations
  • Removing questions that are not relevant (based on proposal type)
The attached documents itemize the optimizations included with each Production Release

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