e SRA Electronic Sponsored Research Administration Jeff Weiner

e. SRA Electronic Sponsored Research Administration Jeff Weiner Office of Sponsored Projects & Industry Partnerships

What is e. SRA electronic Sponsored Research Administration (e. SRA) is: • A digital process implemented to improve the ability of a principal investigator and the associated team members of any sponsored research activity to manage a sponsored project more efficiently, with less risk of administrative or technical failure. It replaces manual, redundant processes and empowers the customer • LBNL considered 4 vendors to supply the software after 3 others were eliminated in prior vendor demos ( held in 2007, 2008) • RFP was issued in Jan 2009. Responses were received, evaluated. Follow up questions issued and then vendor demos held in July. One vendor dropped out of competition • Over 7 vendor references checked and consulted on implementation process used. • Consensus meeting held Mon July 29 to recommend vendor to CIO, CFO and ALD for Operations Office of Sponsored Projects & Industry Partnerships

e. SRA Project Summary • Scope – Develop an integrated and automated Sponsored Research environment for non DOE work – Both pre- and post-award processes - administrative and regulatory (Integration of proposals with IRB, IACUC and COI regulatory functions) • Desired outcomes – Identify funding opportunities – Reduce time spent by PIs and staff on proposal development, submission, and tracking – Electronic routing of proposals for approvals – Electronic system to system submission to grants. gov – Reduce risk of non compliance and errors – Eliminate paper processes – Provide necessary proposal and award data for PI, Division, and Institutional management, serving as the single source for proposal and award data. – Provide PI and staff with statuses, notification of pending actions and post award actions Office of Sponsored Projects & Industry Partnerships

Next Steps • Contract signed By LBNL and Click Commerce to buy 5 modules in FY 09 • Implementation will be in phases during FY 10 -11 with LBNL staff and professional services from Vendor • Team met in Sept to begin the process of defining the implementation strategy, dependent on functional readiness, risk ( success and institutional needs), value to the institution, prior experience of other customers and input from the vendor • General agreement of a tentative hierarchy (IRB. , Grants, IACUC COI) • More discussion in late October w/ LBNL and Vendor reps in a kick off meeting • Will require participation with PIs and Division staff Office of Sponsored Projects & Industry Partnerships