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.

04/01/2019 Update

posted Apr 1, 2019, 11:01 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 April 1, 2019:

Major New Development for DOE Direct Proposals



  • Full development for DOE Proposals (including Non-SC and Grants.gov)

  • Enhancements related to the Annual Budget Call and Placeholder Proposals

  • Process improvement to Project Creation proposals to capture NEPA-CEQA requirements

  • More than 500 Streamlining Improvements for DOE Views and Activities

  • An overview plus three step-by-step Desk Guides are posted for the new processes (see below) replacing eLearning modules


SPP, CRADA, Gifts, etc. changes resulting from new DOE Development

  • View 1, question 1.f - Project Purpose moved to View 2.0 (posted help text to notify users about the change of location)

  • View 1, new question 1.i.1 - All Post Award RAs

  • View 2, question 2.e.1 - Project Purpose has been moved from View 1.0 and conditionally displayed only for SPP, DOE Field Offices, DOE National Labs, and CRADA proposals

  • View 7.0 (PI questions) - final National and Homeland Security question will be auto-filled based on new specifications on the Company Profile provided by John Valentine.  [Note: Proposals already started and the question has been answered will not benefit from this new functionality.] If either the Direct or Prime Sponsor is part of this group, the answer will auto-fill to ‘yes’

  • View 7.2.a - LBNL Buildings:  List was updated to remove buildings based on a review by Jeff Philliber

  • DOE Eligibility Letters

    • Request recorded on the Approvals Tab and displayed in the inbox at BASO

    • New activity available for BASO to sign and route it back to the RA also updating the Approvals Tab

    • Improved the instructions for use by SPP and DOE proposals


For Contracts Officers

  • Updated activity for CRADA Amendments submitted to BASO to update the institutional approval tab.

  • Updated the Word templates for the Directorate Gift Acceptance letters.

  • Updated the Word templates for Department of Homeland Security and Federal Submission transmittal letters.


Grants.gov Applications only

  • Updated mapping to resolve company name for non-LBNL locations issue.

  • Updated mapping for DOE Grants.gov proposals as part of the new development.

  • Improved help text in the eSRA questions to reference standard locations for data going into the Grants.gov applications.


For Official Use Only documents are being removed from historical references and replaced with a generic document referring eSRA users to the SPO CO or Manager.  Questions about this should be directed to SPO.

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Informational Website (eSRA.lbl.gov) Updates: (since the last announcement, December 14, 2018)

Supplemental Info by Topics page

  • Gift Desk Guide (updated) January: updated to add overview of routing process, re-formatted, and preliminary changes to the closeout process; February: final changes to the closeout process including managing gifts with negative balances, and changing IPO to SPO

  • DOE Direct Overview Desk Guide (new)

  • DOE Direct Annual Budget Formulation Desk Guide (new)

  • DOE Direct Proposal Desk Guide (new)

  • DOE Direct Project Creation Desk Guide (new)

  • Type and Targets QR2008 (updated)

  • States in eSRA QR2006 (udpated)

  • DOE Zoom Training - PowerPoint slides will be posted after the April 2 training sessions

    • DOE Annual Budget Formulation 2019

    • DOE Project Creation 2019

    • DOE Proposals 2019

    • DOE Grants.gov 2019

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

The eSRA Team

12/14/2018 Update

posted Dec 14, 2018, 7:33 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 14, 2018:

System Updates

  • Changed ‘Indirect Costs’ to ‘Institutional Support Costs’ per business changes implemented by the OCFO Budget Office

  • Updated the FAC waiver logic when more than one reason applies


For Resource Analysts and Contracts Officers

  • New field (View 2.0) to enter time proposal is due, if other than standard close of business


For Contracts Officers

  • Updated existing Transmittal Letter templates for SPO letterhead and language changes provided by SPO

  • Added new Transmittal Letter template options:

    • Chevron

    • Chevron Amendment

    • Flow through Award LBNL Subaward with FAC Waiver

    • Flow through Award LBNL Subaward with FAC

    • PHENIX Industrial Consortium

  • Updated some standard terms and conditions for NIH

  • Able to delete a term and condition selected while award is still in ‘Award Preparation’ state.

  • Stabilized the request and approval statuses for Export Control and DOE Foreign


Grants.gov Applications only

  • Updated Grants.gov auto-fill for new SPO address for SPP and retained OCFO address for DOE

  • Performance Site address all reflect LBNL first, then location in first address line

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Informational Website (eSRA.lbl.gov) Updates: (since the last announcement, November 1, 2018)

Supplemental Info by Topics page

  • Gift Desk Guide (updated for changes to closeout processes for General Accounting and Contract Accounting)

  • Re-budget Modifications QR5425 (new)

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


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


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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