The following have been updated in since July 14, 2017.

CRADA Post-Go Live Stabilization Items:  (CRADA Desk Guide updated accordingly with page #s noted.)

• Added validation when saving award or modification View 4.2 to provide warning so that monetary amounts cannot be accidentally added to Unfunded CRADAs. (Pages 74, 84, 86, and 91)
• Updated the notification to the RIIO office when there are positive disclosures on CRADA COI forms to include the forms in the email notification
• Updated guidance to RA/PI within the Request Background IP Review activity (Page 10) based on input from the Technology Commercialization Associates at IPO.
• Updated the ‘Submit JWS to BSO’ activity: (Page 52)
• Icon matches the other ‘Submit’ type of activities.
• Clarified the information about what happens after clicking the ‘OK’ button.
• Updated View 3.H – Sponsor & Funding Opportunity to clarify help text for zip code to use when the technical contact is coming onsite.  (Page 16)
• Changed the LBNL Facilities Used question on View 7.0 and 7.0.L from multiple choice to single option. (Page 22) 
• Fixed Bug: Fairness of Opportunity question was displaying code instead of the answer in the Printer Version and View Submission version of the proposal.
• Other updates to the CRADA Desk Guide based on feedback from users:
• The terms ‘Participant’ and ‘Party’ are used interchangeably within the Desk Guide and both refer to signers of the CRADA Agreement other than LBNL.
• Clarified Multi-Party CRADAs refers to parties to the Agreement, not just industry Participants. 

Streamlining Optimizations: Details are available on the eSRA website

• View 2 – LBNL General Purpose Information
• All versions of View 4 – Research Personnel plus the personnel pop-up views to add people

eSRA.lbl.gov Website Updates:

Changed the heading in the left navigation bar from ‘Contact Us & Get Help’ to ‘Contact Us & Training Resources’ to provide better clarity about the location of training documentation.

·       Supplemental Topics page

• Advanced Searching and Filtering QR2007 (new)
• CRADA Desk Guide for eSRA to reflect the Post Go-Live Stabilization updates specified above.
• PI Change Desk Guide for eSRA updated to reflect IPO business process change request to require the Gift Approval form be signed by the new PI for any gift and uploaded on the PI Change View.
• States in eSRA QR2006 (minor update)
• Project Purpose QR2027 (minor update)

·       Forms page

• CRADA Final Report Form (new posting)
• eSRA Gift Approval Form (updated to reflect business process change)
• eSRA Equipment Gift Approval Form (updated to reflect business process change)

·       FAQ and Troubleshooting page of eSRA.lbl.gov

• Moved the Grants.gov postings from the ‘Funding Proposals FAQ’ page to a new page for clarity

The updates were based on feedback received from eSRA users.  Below is a summary of the implemented updates that you may notice:

Bug fixes:

·       Updated the ‘Copy Proposal’ activity to better identify the institutional approvals that will be needed.

·       The activity Request Changes for Non Std Financial Terms will now only be available after NSFT have been requested.

·       If the Fabrication Rate burden is selected on non-DOE proposals, the institutional approval status will be updated to ‘Pending Approval’ when the Contracts Officer approves the proposal.

·       The status of science will correctly change to Draft or Not Required if/when the proposal type is changed during the ‘Preparation’ state.

·       Award Deliverable email reminders will be suspended when the deliverable is recorded as ‘Complete.’

Please email eSRAHelp@lbl.gov if you have any questions.

For March 10, 2017 eSRA Production Upgrade

Dear eSRA Users,

We implemented certain updates to the eSRA system on March 10, 2017.  The updates were based on feedback received from eSRA users.  Below is a summary of the implemented updates that you may notice:

New resource documents posted to the Supplemental Topics page of eSRA.lbl.gov

·       email for Help Directly from eSRA QR2022

·       email from eSRA to Central Office Help QR2023

·       Grants.gov applications to DOE QR6910 (updated version)

·       Merge Word Document QR2025

·       PI Change Desk Guide for eSRA

·       Proposals to NETL QR5040

·       Sponsor Reference Number Desk Guide

New documents posted or updated on the Forms page of eSRA.lbl.gov

·       Award Word Merge Master List (updated)

·       Proposal Word Merge Master List (updated)

·       eSRA Equipment Gift Approval Form (updated for use with PI Change modification process)

·       eSRA Gift Approval Form (updated for use with PI Change modification process)

·       2^nd Division Approval Change of PI (for use with updated PI Change modification process)

Changes of universal interest:

·       New Process and functionality for PI Change modifications.  Refer to the PI Change Desk Guide for eSRA for the details.

·       Can now send help requests directly from eSRA proposal and awards to the following:

o   AR Help

o   WFO Help

o   DOE Direct

o   eSRA Help

See the new resource guide eMail for Help Directly from eSRA QR2022 for more information.

·       New functionality around updating or changing the non-federal sponsor reference #s when the change is not concurrent with a funding increment.  Refer to the Sponsor Reference Number Desk Guide for the details.

o   New activity for Contracts Officer to correct the PO # on non-federal awards

o   New activity for Contracts Officer to send email to Contract Accounting when a subsequent PO# is to be used on an on-going award.

·       Non-Standard Financial Terms (NSFT) for modifications should now correctly display in the inbox of approvers.

Grants.gov-specific changes:

·       DOD question 6.1.b will not be filled into question 4.a Federal Identified on the SF424 application per requirement changes mandated by DOD.

·       Subaward budgets must be uploaded directly in the SF424 workspace.  Instructions are provided in the help text of View 9.1.G – Subaward Budgets.

·       Changes at Grants.gov mandate a version match between the Grants.gov application package and the specific subaward files.  The subaward budget forms have been removed from View 9.1.G – Subaward Budgets and replaced with instructional information.

·       The ‘Submission to Sponsor’ tab should be available in all states to enable downstream reference to the Grants.gov application packages, and specifically to access the subaward budgets.

·       Updated the help text for question 2.9 to specify selecting a Contracts Officer from the Budget Office Direct Budget group and referring to Grants.gov applications to DOE QR6910 for additional reference.

Functionality of particular interest to Resource Analysts (RAs):

·       The broken link for the co-PI Assurance form has been fixed.

·       Updated the help text on questions in View 7.0-PIN PI and 7.0-PIN-D Domestic Sponsors with information provided by IPO.

·       There is a new process for the PI Change modification in eSRA.  Refer to the PI Change Desk Guide for eSRA for more information.

Functionality of particular interest to Contract Officers (COs):

·       Updated the branching for Master Agreements to remove the funding allocations View.

·       Process change for PI changes implemented along with desk guide.

·       Process change for corrections and changes to non-federal sponsor reference #s (PO #s) along with a desk guide.

Please email eSRAHelp@lbl.gov if you have any questions.