eSRA System updates implemented December 11, 2020:

General Improvements

• New option for ‘Email Team’ activities: BO Indirect Help that will send email to the Indirect Group in the Budget Office. 

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Informational Website (eSRA.lbl.gov) Updates: (since the last announcement, November 25, 2020)

Supplemental Info by Topics page

• National and Homeland Security Burden Agencies QR2031 - Updated based on information from John Valentine.

• SPP Awards Desk Guide for eSRA - New

• SPP Award Modifications Desk Guide for eSRA - New

Forms page

• SC Program AD POC List for Foreign Sponsors - Updated with Sept 2020 version

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

The eSRA Team

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

eSRA System updates implemented October 29, 2020:

Grants.gov Improvements

• Ability for the CO to add or replace documents directly in the SF424 application package.

CO Dashboard 

• Updated CO Dashboard Inbox for Modifications to include modifications where a CO has taken ownership from another CO.

• Update CO Dashboard for the Award Mods tab to remove modifications that were with rejected and Bridge requests not approved.

RA Dashboard

• Added two custom queries in the Reports section: New Unfunded User Agreements and Modifications to Unfunded User Agreements for use by the User Facilities.

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Informational Website (eSRA.lbl.gov) Updates: (since the last announcement, August 31, 2020)

Supplemental Info by Topics page

• Deliverables QR5325 (Minor Update)

• National and Homeland Security Burden Agencies (Updated to add new Sponsors to the list)

• SPP Non-Federal Proposal Desk Guide for eSRA (New)

Forms page

• SC Program AD POC List for Foreign Sponsored Work (Updated/Replacement List)

• Request for Shared Cost Support (Updated by request of Darren Ho)

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

The eSRA Team

eSRA System updates implemented August 31, 2020:

System Upgrade

• The eSRA Application was upgraded to a new version Portal 9.  Please note: eSRA system has a new URL / Weblink: https://grants.lbl.gov/grant and you will need to re-set your bookmarks.

• Users will see some improvements to navigation, validation, and changes in the look and feel.  Click here to see a visual summary and detailed list of the new look.

In addition to the version upgrade, the updates below were implemented

General SPP and CRADA Improvements

• Resolved issues with Fellowship IDC Waiver requests

• Improved the availability of the Over Salary Cap requests and approvals

• Updated all monetary fields to display dollars and cents

• Resolved conditional display regarding the Applied Nuclear Physics question

• Added help text related to employee affiliations

• Updated the PI Inbox for the Mentor on Fellowship proposals

General DOE Improvements

• Added the Multiple-PI Assurance field to DOE proposals

• Removed the activity Review Documents for DOE Submission if the FWP questions is ‘no’

Export Control Enhancement Stabilization Improvements

• Updated the PI activity Export Controls Questionnaire to include all of the DOE proposal states

• Updated the PI activity PI Acknowledges Export Controls to include all of the DOE proposal states

• Updated the notifications to PI to complete the Export Controls Questionnaire if the Lead Organization on a DOE proposal is foreign

• Automated Export Control Review when the Lead Organization on a DOE proposal is foreign

BASO Enhancements

• New version of Eligibility letter for SPP and a separate one for DOE proposals uploaded into June 25th  

• Updated the DOE Proposal Tab with information about foreign Prime Sponsors

• Updated the DOE Proposal Dashboard to identify both Direct and Prime Foreign Sponsors

SPO Enhancements

• CO Administrator Dashboard Inbox updated to exclude Unfunded Users

• Contract Officer Dashboard updated to add a tab for Expired Unfunded User Agreements to facilitate the automatic extension and closeout processes

• Contract Officer Dashboard updated the Modifications Tab to display modifications with the current CO for the modification when a different CO takes ownership of the modification

Grants.gov Improvements

• Upgraded the Fellowship Field of Training codes

• Upgraded to the new state and country code requirements of Grants.gov

• Navigation link from the SF424 application back to the eSRA proposal

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Informational Website (eSRA.lbl.gov) Updates: (since the last announcement, May 6, 2020)

Supplemental Info by Topics page

• DOE Direct Annual Budget Formulation Desk Guide (Updated to remove references to Grants.gov)

• Gift Desk Guide (Updated to add process when changes are needed on the Gift Form and flow-thru for gifts from BLF)

• National and Homeland Security Burden Agencies QR2031 (Updated to include the applicable DOE Offices on the list)

• Re-budget Modifications QR5425 (Corrected Scenario 2: When initiated by the Sponsor)

• Portal 9 Look and Feel QR2019 (New)

Forms page

• DOE Authorization Letter replaced with two versions:

• DOE Request for Eligibility Letter for SPP proposals

• DOE Request for Eligibility Letter DOE for DOE proposals

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

The eSRA Team

eSRA System updates implemented May 7, 2020:

SPO Enhancements

• Updated Bridge Workflow to skip the SPO CO for ‘Awaiting Advance’ or ‘Slow Pay’ unless the Bridge Request is outside of policy.

• New institutional approval and ACT checkbox programmed in anticipation of UCNL and BASO approval to accept ACT funding mechanism.  These are not yet in use but are visible to the user.  Contact Cynthia Sylvester if you have any questions about this.

• Foreign Template updated to resolve CRADA proposal conflicting checkboxes on question #2.
  
  

Lab Counsel Enhancement (Lab Counsel is sending an email directly to their PI email list with instructions)

• New functionality to add the existing PI’s Export Control Questionnaire into eSRA to expedite the Export Control review process.

• New functionality to record the PI’s acknowledgment of Export Control requirements to mitigate institutional risk.  

System Improvements to interface from eSRA to FMS

• 'Edit Post Award RA' activity will update Primary Resource Analyst from eSRA Award to the FMS Project Team

• 'Re-assign CO' activity will update the Contracts Officer on the FMS Project Team

Other System Improvements related to automated notifications

• The P2C Analyst notified on FasTrak Bridge requests

• Updated the automated notifications to PIs related to IRB or AWRC(IACUC) protocols about to expire to exclude proposals that have been awarded, discontinued, rejected, or withdrawn. 

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Informational Website (eSRA.lbl.gov) Updates: (since the last announcement, February 26, 2020)

Supplemental Info by Topics page

• The link to Frequently Needed Proposal Information is added at the top of the page.

• Branching Questions - Updated 

• The CRADA Desk Guide updated the process for approval of DOE Non-Standard Negotiated Terms based on input from BASO.

• Export Controls - eSRA Guidance for PIs (new)

• Export Controls - PI Questionnaire QR5106 (new)

• Export Controls - PI Acknowledgement QR5105 (new)

• Master Agreements and Task Orders (new Desk Guide)

• Removed the following PowerPoint training documents.  These were for the classes when we went live with new functionality last year for DOE proposals.  Those training sessions only highlighted the changes, they were never intended to be effective step-by-step How-to Guides and have caused confusion by people preparing proposals. 
  DOE Grants.gov 2019
  DOE Project Creation 2019
  DOE Proposals 2019 
  The various DOE-Direct Desk Guides should be used to provide the full picture of how to prepare the various types of proposals.

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

The eSRA Team