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.

01/24/2020 Update

posted Jan 24, 2020, 8:47 AM by Cynthia Sylvester

eSRA System updates implemented January 24, 2020:

New Functionality - Employee-Affiliated Companies

To fill an institutional risk, functionality is added to identify sponsors in eSRA that have known employee affiliations.  The following updates were made:

  • Updated the New Sponsor Request activity to add questions about employee affiliations.

  • Updated Company Profile, View 1.0 - Sponsor Identification, to add questions about employee affiliations.

  • New activities on the Company Profile Workspace to add or edit employee affiliations.

  • Display of affiliations on View 4 of proposals.

  • Notifications to the COI role at RIIO when affiliations are identified.

  • COI review required if direct or prime sponsor, or lead organization has employee affiliations.

Details of this new functionality is included in the updated Sponsor Desk Guide.


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Informational Website (eSRA.lbl.gov) Updates: (since the last announcement, December 20, 2019)

Supplemental Info by Topics page

Updated the following Desk Guides to incorporate new functionality related to Employee-Affiliations.

Forms page

  • Updated LBNL Reps & Certs document that incorporates questions related to Employee-Affiliated Companies.

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

The eSRA Team


12/20/2019 Update

posted Jan 6, 2020, 9:01 AM by Cynthia Sylvester

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

eSRA System updates implemented December 20, 2019:

System Updates

  •  ‘New Submission’ button has been removed from the PI Dashboard.  It was never intended for the PI to be able to start a proposal without the training, policy, and technical expertise of the Resource Analyst.

  • All fields on the Company Profile are editable by the Sponsor Administrator only after the Company Profile has been approved.

  • By request from IPO, the Tech Transfer notification has been removed from the ‘Division Approve for NIH’ activity.

  • New account for email: Export Control to be used with ‘Email Proposal Team’ or ‘Email Award Team’ similar to the various ‘Help’ email accounts.

  • New field for the ORCID has been added to the Researcher Profile based on new NIH requirements going into effect January 2020.


SPO Enhancements

  • FAC Wavier updates including minor changes to the DOE tab in the proposal workspace and updated language on the email notification to BASO.


Reports/Custom Queries

  • New custom query called Mod Status Report available on the Dashboard for Resource Analysts and Contracts Officers that provides information about modifications not yet approved.  Questions about this query can be directed to Cynthia Sylvester.


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Informational Website (eSRA.lbl.gov) Updates: (since the last announcement, November 8, 2019)

Curriculum for Contracts Officer page

  • Modification Types - QR5902 to clarify usage of the ‘Request to Change Start Date’ modification type

Forms page

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


11/08/2019 Update

posted Nov 8, 2019, 6:30 AM by Cynthia Sylvester

eSRA System updates implemented November 8, 2019:

System Updates

  • The Administration activity is updated to include a comments field to improve documentation of the file when the help desk makes changes.

  • Sensitive Countries link updated on View 7.0-PIN-F to reflect the change in website location of that information due to reorganizations at LBNL.

  • Updated security to remove role security conflicts on PI Approve Change of PI activity so a Division Reviewer can approve on behalf of PIs not available to relinquish their awards.


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Informational Website (eSRA.lbl.gov) Updates: (since the last announcement, August 27, 2019)

Supplemental Info by Topics page

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

The eSRA Team


08/27/2019 Update

posted Aug 27, 2019, 6:53 AM by Cynthia Sylvester

Dear eSRA Users,

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

New eLearning modules were posted for DOE.  These are required courses for new Resource Analysts, but experienced Resource Analysts might want to re-take the classes as a refresher.  Each is less than ½ hour. The direct links are provided here:

eSRA System updates implemented August 27, 2018:

SPO and/or BASO Enhancement Requests

  • Updated the Foreign Work Analysis Template to include the contact information provided in View 7.0-PIN-F of the proposal.

  • Updated proposal branching and institutional approval requirements to include View 7.0-PIN-F for foreign proposals if the direct or prime sponsor is foreign.  

    • If the direct sponsor is domestic, but the prime sponsor is foreign, the RA/PI will need to answer questions on both the foreign and domestic Views.

    • Foreign review by BASO will be set to ‘Pending Request’ if either the direct or prime sponsor is foreign, and all related activities will be available to the SPO CO and BASO approvers.

    • A new display-only question is added to View 6.8 to display separately whether the direct or prime sponsor is foreign based on their set-up in the Company Profile.

    • [Note: Export Control review is not affected.  Export Control began approving both direct and prime sponsors last year.]

  • Updated activity names from BSO to BASO including the text of the activity, and where applicable, updated IPO to SPO on those same activities.

  • Updated some roles and dashboards from BSO to BASO.


System Updates

  • To fix an approval routing bug reported by the Budget Office, we’ve updated the Bridge process to default the policy exception answer for the Contracts Officer based on the information provided by the RA when making the request.


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Informational Website (eSRA.lbl.gov) Updates: (since the last announcement, July 24, 2019)

Supplemental Info by Topics page

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

The eSRA Team


07/24/2019 Update

posted Jul 24, 2019, 7:16 AM by Cynthia Sylvester

eSRA System updates implemented July 24, 2018:

DOE Direct Stabilization Items

  • Removed all Deliverable-related activities from DOE Projects.

  • Removed Request DOE Eligibility Letter and Create Revised FWP activities from Project Creation proposal types.

  • Updated the properties for proposals in the Placeholder Submitted state so the proposal is not editable.

  • Stabilized the DOE Eligibility Letter and FWP statuses on the Activities tab.

  • Updated the RA Dashboard Proposals tab to include proposals in all the newly introduced DOE states.


SPO and/or BASO Enhancement Requests

  • Updated the JWS template to replace Elsie Quaite-Randall with Todd Pray.

  • Updated DOE Eligibility Letters to add the FP# in the subject line for reference.


System Updates

  • Marked LBNL Award Types F6-Federal DOD CMRP-Trng/Flwshp and F8Federal DOD CMRP ? Career Deve inactive for selection.  (Those are grant-type awards and DOD now only award Interagency Agreements.) 

  • Added notification to the Create New Sponsor activity so all members of the Sponsor Administration team in the Budget Office know when a new sponsor is created.

  • Updated workflow for new F9-DOD Weapons Activities award to include CA Review.


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Informational Website (eSRA.lbl.gov) Updates: (since the last announcement, June 7, 2019)

FAQ and Troubleshooting page

  • All FAQs were reviewed for current relevancy.

  • Organization changes were made to remove duplicated information:

    • DOE Proposals and Funding Proposals were combined into the following:
      Proposals
      Proposal Workflow
      People & Roles

    • PI Set-up was incorporated into the new broader section for People & Roles

    • Other was eliminated with the information moved into other sections

  • One new section was created:

    • Navigation

Supplemental Info by Topics page

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

The eSRA Team


06/07/2019 Update

posted Jun 7, 2019, 6:18 AM by Cynthia Sylvester

eSRA System updates implemented June 7, 2018:

DOE Direct Stabilization Items

  • Updated and renamed BASO Review of Letter Complete to remove the FWP from this activity since it is not sent on to the BASO Proposal Approver.

  • Removed Request DOE Eligibility Letter from the Pending NHS Submission and NHS Requesting Changes states by request from the National and Homeland Security Officer.

  • Updated and renamed Request Nat’l and Homeland Security activity.

  • Updated and renamed Approve Nat’l and Homeland Security to make it available in more scenarios by request from the National and Homeland Security Officer.

  • Updated Approve NEPA-CEQA to make it available in all states.

  • Updated Lab Counsel Approves Foreign Sponsor to make it available in all states.

  • Updated Proposal Preparation Complete for Project Creation proposal to improve the validation for the NEPA/CEQA questions, when required.


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Informational Website (eSRA.lbl.gov) Updates: (since the last announcement, May 17, 2019)

Supplemental Info by Topics page

  • DOE Direct Project Creation Desk Guide for eSRA (Updated to emphasize NEPA/CEQA Requirements)

  • Sponsor Desk Guide for eSRA (new)

    • Removed Request New Sponsor Revised (PowerPoint) - obsolete

    • Removed Various Sponsors QR2053 - incorporated into Desk Guide

    • Removed Reps & Certs QR2052 - incorporated into Desk Guide

  • Removed old PowerPoint presentations (replaced with Quick Reference Sheets or eSRA Help Text)

    • Advanced Searching and Filtering

    • Award Modification - Carryover Funds Between Awards

    • Award Modification - Carryover within single Award

    • Award Modification - Request to End Early

    • Award Modification - When, Why, How

    • Award Relationships - Parent and Child Awards

    • Award Relationships

    • Bridge Requests (eSRA Status Report)

    • Deliverables for Staff (eSR5320)

    • Email Strategy for Retirements

    • ESRA in Cognos

    • Expediting eSRA Help Requests

    • FAC Waiver Incorrect on Flow-Thru

    • JIT and Negotiations for Division Staff

    • Log Comment for Email Team

    • NEPA-CEQA Requirements

    • Navigation Tips - Shortcuts

    • Navigation Tips - Right Click

    • Navigation Tips - Ditch the Mouse

    • Navigation Tips - Where are My Proposals-Awards

    • Navigation Tips - Who Got that Email

    • Printing Award Information

    • Project Creation - Review

    • Proposals to NETL

    • Request New Sponsor Revised

    • Research Owning Org Unit

    • Uploading Documents including Drag and Drop

  • Removed the following obsolete Quick Reference Sheets and OSPIP Old Style Guides

    • Adobe Forms D Information Sheet

    • Discontinue Proposal Step-by-Step

    • Division Review Quick Reference

    • Research Teams QR5310

  • Removed the following Quick Reference Sheets that were incorporated into Desk Guides

    • FWP for non-OS Proposal QR6912 - see DOE Direct Proposal Desk Guide

    • Grants.gov to DOE QR6910 - see DOE Direct Proposal Desk Guide

    • Project Creation QR6915 - see DOE Direct Project Creation Desk Guide

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

The eSRA Team


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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