At the Proposal Stage:
- eSRA is the location for proposal preparation and submission by the PI & division. Duplicative data entry, a major P2C identified pain point, is significantly reduced.
- Information fed from HRIS, the Human Resource Information System, assists with auto-filling information about the PI and other LBNL staff
At the Internal Approvals Stage:
- Multiple internal reviews can be conducted and approved simultaneously including:
- DOE-Berkeley Site Office which may provide several different types of reviews of the proposal and the sponsor
- The RIIO Office reviews all positive Financial Conflict of Interest Disclosures
- Homeland Security, Tech Transfer and Lab Counsel reviews might be required
- NEPA-CEQA approval is automatically requested when proposals are likely to be funded
- IRB and IACUC Approval is requested by the PI when Human Subjects or Animal research is involved
- To facilitate IRB and IACUC requests, limited information about IRB and IACUC protocols are linked from HARP system.
At the Negotiation Stage:
- eSRA facilitates collecting additional information required by the sponsor and storing those documents in the proposal history in eSRA
- eSRA stores negotiation notes for PI and Division staff to be aware of status.
At the Award State:
- Awards are set-up in eSRA
- DOE signature is obtained, if required
- Information about IRB and IACUC approvals including protocol expiration dates are linked to the award
- eSRA is fully integrated with FMS for award actions with financial management in FMS and administrative actions and deliverable management in eSRA
At the Award Modification Stage:
- Award Modifications are Requested and Approved in eSRA
- DOE Signature is obtained, if required
- Information about financial modifications are interfaced to FMS maintaining data integrity between the two systems
During the Execution Stage:
- Deliverables are managed in eSRA while financial management of awards remains in FMS
At the Closeout Stage:
- Final deliverables to the sponsor are recorded and stored in eSRA
Financial closeout is integrated with FMS