People in Grants.gov applications

I can't find an LBNL Scientist on the selection list for Other Significant Contributor (OSC)

• The most common cause of a scientist not being included on the OSC selection list is because the scientist does not yet have a Researcher Profile. This is because almost all NIH proposals are submitted via Grants.gov and Grants.gov applications require the Researcher Profile in order to create the Person Profile in the SF424 application.
• LBNL staff do not need any special role in eSRA to be named as an OSC.
• Follow the instructions in the eSRA Training Guides to create a Researcher Profile. After the Profile is created, you should be able to select the scientist as an OSC. 

A person is displayed in the SF424 PDF multiple times

This is probably due to the person being entered into the eSRA proposal in more than one location (although it isn't currently visible to the user).  For example: if a person was identified as "key," then moved to another group (such as OSC) without deleting the person from the Key Personnel List, eSRA remembers them and they will be entered twice in the SF424 application package.  

• Click "yes" on each type of personnel in eSRA proposal View 4 where the answer is “no” to locate any hidden people.  
• Delete them from the incorrect locations and change your answer back to “no” for that type of personnel.
• If this is not the cause of the problem, submit a help request for assistance.

The biosketch and person profile did not show up in the SF424 application package

Usually, the Research & Related Senior/Key Person Profile form is a required form in the SF424 application package.  However, whether a form is deemed required or optional is based on the specifications provided by the sponsor.  If a form is optional, eSRA does not have any data to determine whether it should be included, or not.  You must manually make this determination.

• Navigate to the SF424 application.
• Click to edit the Grant Application.
• The first SmartForm should be the “Select Optional Forms” View.
• Check the box to select the “Research & Related Senior/Key Person Profile” form.
• Save and exit.
• Thereafter, the Person Profile will be included in your SF424 application package.
• Return to the eSRA proposal and use the activity "Update SF424" to confirm.

The Department and Division are switched on my NIH SF424 application package

Grants.gov Budgets

I tried to Generate a PDF on a non-federal with NIH Flow-Thru but no forms were created

• The Grants.gov solicitation number must be entered in question 3.4.a in order for eSRA to know to go to Grants.gov to download the application package and link it to the proposal.  If you enter the solicitation number in question 3.4.c, an application package will not be linked.
• If you entered the solicitation number in 3.4.a and still did not get the application forms, check to see if the proposal must be submitted via NIH ASSIST.  In those situations, there is no Grants.gov application package of forms for eSRA to attach to the proposal.  eSRA will seem to have an attached application package, but there are no forms included in it.  You can confirm this is the situation either by reference in the Funding Opportunity Announcement or by looking for the package directly in Grants.gov.
• If you still have problems and neither of the above situations seem to fit your proposal, send a request to the Help Desk for additional troubleshooting.

Total Estimated Amount is incorrect on the SF424

• Double-check the answer to question 9.3.c, "Sponsor's Cost."  
• If this answer is correct (but the SF424 is incorrect), use the activity "Update SF424" to move this answer to the SF424. 
• Use the activity “Generate SF424 PDF” to confirm the answers are now correctly reflected in the SF424 application.
• If the answer to question 9.3.c is incorrect, submit a help request for technical troubleshooting and assistance.

Total Estimated Amount is missing from the SF424

• The eSRA system does not automatically move answers from the eSRA proposal to the SF424 application.  This would significantly slow down the system for all proposals.
• Make sure all the questions on View 9.3 have been answered. 
• Use the activity "Update SF424" to move the answer in 9.3.c to the SF424.  
• Use the activity “Generate SF424 PDF” to confirm the answers are now correctly reflected in the SF424 application.
• If the amount did not correctly populate on the SF424, submit a help request for troubleshooting and technical assistance.

Received error: "Could not Locate SF-424 project: 'sch' is undefined."  Not able to link to SF424 Budget. 

• This message appears in View 9.2 of the eSRA proposal and the link to the SF424 is not available. 
• This sometimes happens when a proposal is copied or when the type of budget is changed from SF424 R&R budget to Modular budget, or vice versa.  
• Solution: Exit the proposal, Go directly into the SF424 application (instructions for Direct Access to SF424 application are on the eSRA Website training page) and check the box for the correct type of budget.  
• Save
• Go back to the eSRA proposal and the error should be cleared and the link should be active.  
• If this does not work, submit a help request.

Changing from Detailed to Modular

• The PI decided to submit a modular budget after I had started to create a detailed budget. What do I do?
• Go to View 9.0 and change your selection to "Modular Budget." 
• Exit your eSRA Proposal and use the Activity "Update SF424." 
• Re-open your proposal to edit, jump to View 9.2 and follow the link to the budget in the SF424. You should now have a modular budget to work with.

Changing from Modular to Detailed

• The PI decided to submit a detailed budget after I had started to create a modular budget.  What do I do?
• Go to View 9.0 and change your selection to "Detailed Budget." 
• Exit your eSRA Proposal and use the Activity "Update SF424." 
• Re-open your proposal to edit, jump to View 9.2 and follow the link to the budget in the SF424. You should now have a detailed budget to work with.

Subaward Budget Form Has an Expired Date

You noticed an expiration date on the Subaward budget form provided by the subawardee.

• This might be a problem, or it could be that the sponsor agency picked a subaward budget form with an old date.
• It is essential that you use the subaward award budget form connected with this specific Grants.gov application.  Here is what you need to do:
• Outside of eSRA, go to Grants.gov and search for the funding opportunity.  (Note: You do not need to have a Grants.gov account in order to search for opportunities.)
• Follow the Grants.gov website and download the application package onto your hard drive.
• Open the application package and extract the subaward budget form.
• Confirm the subawardee is using the correct subaward budget form.

I can't upload my SF424 subaward budget file

The most likely cause is that you are trying to upload a PDF document and the subaward budget upload must be the PDF form.  You can tell the difference by opening the PDF and looking at it.  

• If there are fields you can edit, you have a form.  
• If you see what looks like a printout, you have a document.  
• If this is not the cause, submit a help request for individual assistance.

How do I know if I should use Adobe B, C, or Adobe D subaward budgets and does it matter?

Yes, it matters.  NIH is currently using Adobe D Grants.gov packages.  In January 2018, NIH is moving to Adobe E packages.  All other sponsors will likely still be using Adobe B packages and will likely include information in their solicitation instructions when they make the change.  There are several methods to determine which forms package is being used.

• Option 1: The solicitation instructions often indicate the Adobe version to use.
• Option 2: Review the information about the solicitation in View 3 of the eSRA proposal.
• Look at the SF424 Face page.  In Adobe Version C and D applications, a place to upload a Cover Letter is included as item #21 that is not available on the Adobe B form package. 
• If you still have questions, submit a help request and Help Desk staff will examine the application package and let you know which version of subaward package is required.

How can I tell if my subaward institution(s) used the Adobe C or D budget form?

Unfortunately they are not labeled clearly.The easiest indicator is to look at the first page of the budget where the key people are entered.  

• For Adobe B subaward forms:
• There will be rows for 8 key people.
• Additional people are added as an attachment.  
• For Adobe C and Adobe D subaward forms:
• Key people are added one at a time so you should not see blank key people rows.
• Additional key people are added by clicking a button "Add Additional Key People."  

The PDF of my application has lots of subcontract budgets with zero amounts.  How do I get rid of them?

• The short answer is: you can't get rid of them.   
• It isn't an error; but it is a known nuisance.  When we tell the eSRA system there will be subcontracts, the eSRA system (using the Grants.gov application package) creates a place for as many subcontracts as the application will allow (20 or 30 of them).  
• We use only a few; but the placeholders remain for the rest of them because we are using the Grants.gov programming to compile the application.
• When the application is compiled at NIH those pages won't be there.  The NIH compilation system is smarter than the Grants.gov one that we are able to link to.  

Funding Opportunities

The PI gave me the wrong Grants.gov funding opportunity, but I can't change it in eSRA.

When you select the Grants.gov funding opportunity, programming happens in the background that links a specific eSRA proposal to a specific SF424 application package.  They cannot be unlinked.  Proceed as follows:

• Use the “Copy proposal” activity. 
• Use the link in the history section to go to the new eSRA proposal.
• Information from the eSRA funding proposal will copy, but not the solicitation number, and not the linked SF424 application.
• Any information, including the budget, entered directly in the SF424 application will have to be re-entered.
• Remember to discontinue the eSRA proposal with the incorrect funding opportunity.  There is an activity in the proposal workspace to do this.

Received error message: “Cannot Save View 3.x” after selecting Grants.gov funding opportunity

This message indicates we could not connect to the Grants.gov website to connect and retrieve the funding opportunity.

• Check with the Grants.gov website to see if they are reporting technical difficulties. 
• If that is not the cause, submit a help request for troubleshooting and technical assistance.
• Include the eSRA proposal number and the Grants.gov solicitation number

In View 3.1, the Grants.gov Required Proposal Forms doesn't "look" right

Information in this View doesn't match the Funding Opportunity from the Sponsor.  eSRA does not control this information.  It is downloaded with the funding opportunity as hidden meta data provided by the sponsor of the funding opportunity. In most cases, there is nothing to be concerned about.  This view is for information purposes only. 

• Sections 1.0, 2.0, and 3.0 are the most important.  If you find a Grants.gov form that is not supported, submit a help request for assistance with how to proceed.
• In all cases so far, we've found that the information posted in the Funding Opportunity from the sponsor supersedes the information displaying in section 4.0 of View 3.1. 
• For most discrepancies, we’ve found that View 3.1 displays the standards for the general type of proposal, not a specific solicitation which contains exceptions. 
• We've seen situations where the maximum number of years, or the yearly cost limit is different than what is stated in the funding opportunity.
• One example is an NIH R21 solicitation indicating in View 3.1 a maximum of 2 years although the Funding Opportunity indicates 3 years are allowable. 
• Another example is an NIH R01 RFA indicating in View 3.1 a yearly direct cost limit of  $500K although the Funding Opportunity set a higher limit.
• If you have concerns about a mismatch of information, submit a help request and we would be happy to review your individual situation to make sure there won't be problems upon submission.

How/where do I enter the PHS Assignment Request Form?

I need a specific end date for a Grants.gov application:

• If you require an end date for a Grants.gov application that cannot be derived in the normal way (specify start date then number budget periods in number of months), then you need to manually adjust the end date in the SF424 application JUST BEFORE SUBMITTING the application to Grants.gov.
• Work with the Budget Office Contracts Officer that will be submitting the proposal to Grants.gov to make sure this happens after the final approval is entered by the Contracts Officer.
• If you make the correction earlier, the system will “correct” the end date using the derived logic programmed into eSRA.