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.

04/09/2021 Update

posted Apr 9, 2021, 7:24 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 April 9, 2021:

Grants.gov Improvements


  • For DOE Grants.gov Proposals:

    • Total Costs from View 9.3.F will display on the proposal’s summary page

    • Total Costs from View 9.3.F will be moved to the Grants.gov Application on the SF424 (R&R) page, in the Estimated Project Funding section. 

  • For DOD Grants.gov Proposals:

    • View 6.1 updated to replace references to the CDMRP system with eBRAP 


General Proposal Improvements


  • Several automated email notifications during proposal preparation and routing have been updated to remove the Post Award RAs.  Being copied on these notifications was a design miss we corrected with input from RAs.  Post Award RAs will still receive notifications for NSFTs and moving forward in negotiations.


Award Modification Improvements


  • ‘CO Modification Approved’ activity will not be available if NSFTs requests are still in progress.


If you have questions about the system changes, please contact eSRAHelp@lbl.gov 

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Informational Website (eSRA.lbl.gov) Updates: (since the last announcement, March 30, 2021)

Supplemental Info by Topics page

If you have questions or concerns about documentation, please contact clsylvester@lbl.gov 


03/30/2021 Update

posted Mar 30, 2021, 9:22 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 March 30, 2021:

Division Reviewer Changes

  • All proposal Division Approval activities are updated to add instructions related to Countries of Risk.  One of the statements below is included just above the ‘Comment’s section:

    • For non-DOE Proposals:  Is the direct sponsor or prime sponsor from a Country of Risk?  If the answer is ‘yes,’ add an assertion statement in the ‘Comments’ boxt that the work has been reviewed against the S&T Matrix.  These is no need to provide any additional information beyond the assertion statement and do not upload the S&T Matrix into eSRA.  If the answer is ‘no,’ no lead organization, no action is required.

    • For DOE Direct: Is the lead organization, if any, from a Country of Risk?  If the answer is ‘yes,’ add an assertion statement in the ‘Comments’ box that the work has been reviewed against the S&T Matrix.  These is no need to provide any additional information beyond the assertion statement and do not upload the S&T Matrix into eSRA.  If the answer is ‘no’ or there is no lead organization, no action is required.


If you have questions about the system changes, please contact eSRAHelp@lbl.gov 

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Informational Website (eSRA.lbl.gov) Updates: (since the last announcement, February 26, 2021)

Supplemental Info by Topics page

The following documents have been removed from the website after incorporating the content into a Desk Guide:

Incorporated into the Grants.gov Proposal Desk Guide:

  • Direct Access to Grants.gov Applications QR5012

  • Upload Subaward Budgets for Grants.gov Application QR2014

Incorporated into the SPP Federal and Non-Federal Desk Guides

  • Change Institutional Approvals when Not Required QR5601

  • Revised Budgets - QR5201

If you have questions or concerns about documentation, please contact clsylvester@lbl.gov 

The eSRA Team

02/26/2021 Update

posted Feb 26, 2021, 7:33 AM by Cynthia Sylvester

eSRA System updates implemented February 26, 2021:

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


General SPP and CRADA Improvements


  • In response to new DOE mandate, updated the CRADA Closeout process: 

    • Enabling Yeen to utilizing Deliverables to request the Final CRADA Report before the award expiration date. 

    • Enabling a variety of CRADA closeout activities in additional states to complete the Final CRADA Report processes.

    • Added notifications to Yeen for new CRADA awards and modifications to assist with creating and updating the CRADA Closeout Deliverables.

  • Updated the notifications requesting the PI complete and submit a CRF to link to the Human Subjects and Animal Use Desk Guide for detailed information.

  • Updated the notifications when Export Control is approved to only send email to BASO if Export Control was required because of a foreign sponsor.


If you have questions about the system changes, please contact eSRAHelp@lbl.gov 

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Informational Website (eSRA.lbl.gov) Updates: (since the last announcement, January 29, 2021)

Forms page

Supplemental Info by Topics page

Curriculum for Principal Investigators page

The following documents have been removed from the website after incorporating the content into a Desk Guide or other training process:

Incorporated into Export Control - Guidance for PIs:

  • Export Controls Questionnaire - QR5106

  • Export Controls PI Acknowledgement - QR5105

If you have questions or concerns about documentation, please contact clsylvester@lbl.gov 


01/29/2021 Update

posted Feb 1, 2021, 8:50 AM by Cynthia Sylvester

eSRA System updates implemented January 29, 2021:

There were no system updates this month, but we’ve made substantial updates to the eLearning system and the eSRA informational Website.


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eLearning Modules published Jan 1, 2021 on the Lab’s Training Website

eSRA 2001 Navigation Basics ~ 20 minutes (update for the Portal 9 look & feel and navigation changes)

eSRA 6900 DOE Funding and eSRA ~ 20 minutes (incorporates DOE Project Creation)

eSRA 9000 Proposal Development Overview ~ 30 minutes (new)

eSRA 9300 Overview of Awards ~ 15minutes (new)

eSRA 9390 Bridge Funding Overview ~ 10 minutes (new)

eSRA 9400 Award Modification ~ 15 minutes (new)


All prior eLearning modules have been discontinued.  If you have questions about any of the discontinued courses, please contact Cynthia Sylvester at clsylvester@lbl.gov or by phone at 510-486-5938


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Informational Website (eSRA.lbl.gov) Updates: (since the last announcement, December 11, 2020)

Forms page

Supplemental Info by Topics page

The following documents have been removed from the website after incorporating the content into a Desk Guide or other training process:

Incorporated into SPP Awards Desk Guide:

  • Award Notifications QR 5301

  • Change CO on Proposals & Awards QR5510

  • Deliverables QR5325 

  • eSRA High Level Workflow 

  • Financial Closeout Process for CA QR5493 

  • Financial Closeout for RA QR5491 

  • Grant-Contract Closeout Process QR5492 

  • Navigation tips - Linked Awards (PowerPoint)

Incorporated into SPP Award Modifications Desk Guide:

  • Award Modifications - Overview for Divisions (PowerPoint course 5400)

  • Bridge Requests QR5410

  • Modifications Types

  • Re-Budget Modification eSR5425

Incorporated in SPP Non-Federal Proposal Desk Guide:

  • Change CO on Proposals & Awards QR5510

  • Create Document for Manual Submission QR5005

  • Merge Word Document QR2025

  • PI Review and Approval QR5102

  • Request New Sponsor QR2051 (and also in Sponsor Desk Guide)

Incorporated into CRADA Desk Guide:

  • CRADA Proposals for RAs QR6710

Incorporated into Gifts Desk Guide:

  • Gifts Overveiw eSRA 6802 Tutorial

  • Gifts for the RA Role eSRA 6803 Tutorial

Incorporated into Human Subjects & Animal Research Desk Guide:

  • Human and Animal Certifications for HARC Staff (PowerPoint course 5605)

  • Human and Animal Certifications for RAs (PowerPoint course 5260) 

  • PI IACUC CRF Approval QR5263

  • PI IRB Approval QR5264

Incorporated into DOE Direct Annual Budget Formulation Desk Guide & the Annual Budget Kick-off meeting:

  • DOE Project Creation 2019 

Incorporated into eLearning modules

  • eSRA and COGNOS

  • Report Section for Resource Analysts 

Curriculum for Contracts Officers page:  

  • Removed obsolete eLearning Modules:

    • 5300 - Overview of Awards in eSRA (replaced with 9300 - Overview of Awards)

    • 5390 - Bridge Funding Request Process (replaced with 9390 - Bridge Funding Overview)

    • 5730 - Non-Standard Financial Terms (incorporated into SPP Awards Desk Guide)

    • 6300 - Basic Functionality for User Agreements (obsolete - will provide individual training as needed)

    • 6600 - Basic Functionality for M&O Contractors (obsolete - will provide individual training as needed)

  • Added new eLearning modules and included direct link to the training modules

    • 2001 - eSRA Navigation Basics (course updated January 2021)

    • 9000 - Proposal Development Overview

    • 9300 - Overview of Awards

    • 9390 - Bridge Funding Overview

    • 9400 - Award Modifications

  • Removed other Documents 

    • 5670 - CO Humans and Animals (incorporated into Human Subjects and Animal Research Desk Guide)

    • 5935 - CO Human & Animal Certifications on Mods (incorporated into Human Subjects and Animal Research Desk Guide)

    • 5902 - Modification Types (incorporated in the SPP Award Modifications Desk Guide)

    • 6307 - CRADA Closeouts for IPO (incorporated in the CRADA Desk Guide)

    • 6702 - CRADAs for Contracts Officers

    • Sponsor Reference Number Desk Guide (incorporated in the SPP Awards Desk Guide)

Curriculum for Principal Investigators page:

We did a complete update to include links to all the eLearning modules, information about the Desk Guides, how to get the PI role in eSRA, and instructions about how to get help.

Curriculum for Resource Analysts page:

We did a complete update to include links to all the eLearning modules, information about the eSRA Training Strategy, a link to the OCFO Intranet resources for Resource Analysts, and instructions about how to get help.  

  • Removed the following Documents:

    • 5260 - Human & Animal Certifications for Resource Analysts (incorporated into Human Subjects and Animal Research Desk Guide)

    • 6701 - CRADAs for Resource Analysts (incorporated into the CRADA Desk Guide)

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


12/11/2020 Update

posted Jan 8, 2021, 3:07 PM by Cynthia Sylvester

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

Forms page


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

The eSRA Team


11/25/2020 Update

posted Nov 30, 2020, 6:50 AM by Cynthia Sylvester

eSRA System updates implemented November 25, 2020:

System Improvements

  • Updated reports on Dashboards to remove ‘LN,’ ‘PB,’ and ‘CS’ which were the initials of the person that created the report to present a cleaner listing of reports on the Dashboard of end-users.

  • Provided Contract Accounting the ability to discontinue modifications.


Export Control Enhancements

  • Formatting changes to the Export Controls Questionnaire activity View and resulting Word document.  The overall content has not changed.

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

eSRA Training Environment

posted Aug 9, 2017, 6:59 AM by Cynthia Sylvester   [ updated Apr 9, 2021, 1:27 PM ]

The eSRA Training environment is the place to create test proposals, practice, or to capture and send screen shots of what others are seeing in eSRA.  

Please do not create test proposals in the Production environment.  Test proposals in the Production environment can impact the Dashboards of other users and reports created from eSRA data.

Everyone with access to the Production environment can log into the Training environment using your LDAP login and password.  You will have the same access you have the Production environment.

Resource Analysts can be provided with enhanced access to the Training Environment.  Please contact eSRAHelp@lbl.gov for the URL and current password. 

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