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SeRA Current & Pending Support (General Format) Report

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Anyone with an active SU Net ID can access SeRA to run the Current and Pending Support (General Format) report.  Investigators and administrators can use the information in this report as the starting point for preparing a Current and Pending Support or Other Support document. 

Additional guidance for completing Current and Pending Support and Other Support documents can be found on the ORA website's Disclosure Resources webpages.

To run the SeRA Current & Pending Support (General Format) report follow the below steps:

1. From your SeRA landing page, on the left-hand menu click Reports.

SeRA Reports Left Hand Navigation

 

 

 

 

 

 

2. From Reports click Current and Pending Support (General Format)

SeRA Reports Menu

3. Search for and select the investigator’s name and click Get Report

Investigator Name Search and Get Report

4. The screen will refresh with the onscreen version of the report that is broken into 5 regions.  The report can be exported in its entirety in either PDF or Excel formats for easy copying and pasting into the NIH Other Support Word template, the NSF Current and Pending Support fillable PDF, SciENcv, etc.

  • Sponsored Projects = Active awarded projects and completed proposals that have not yet been awarded.
  • Proposals in Development = Proposals for which a SeRA Proposal Development Routing From (PDRF) has been initiated but not yet completed.
  • Research Related Agreements = Data Use Agreements (DUAs), Material Transfer Agreements (MTAs), Zero-Dollar Agreements etc.
  • In-Kind Contributions = Information manually entered and managed by investigators and department administrators.  The data listed in this region is NOT pulled from or validated against any Stanford system.
  • Overlap = Information manually entered and managed by investigators and department administrators.
Current and Pending Report Header and Sponsored Projects Region

Sponsored Projects

Displays sponsored projects where the selected investigator is listed in an active investigator role (PI, Co-PI, MPI, and Co-I). Active projects are shown by awarded competing segment where today's date is within the start and end date of the segment or segment has a future start date. Pending projects are those with a new, renewal, or supplement proposal pending award. 

Click on Details to view additional project details, including Total Award or Proposed Amount, Annual Effort Commitments, Primary Place of Performance, Agency Contact, Department Managed Effort, and Notes.

Project Details

Click on Actions to...

Actions Menu
  • Enter or edit Major Goals/Overall Objectives - Open to all SeRA Users.
  • Reject Proposals - Only available for Pending Proposal rows and only editable by those with access to the given SPO.  When a proposal is marked as rejected in SeRA no data is deleted.  The SeRA systems retains all information and attachments related to the proposal submission.
    • Those with access to a SPO can always initiate a Resubmission Proposal transaction from a Rejected Proposal by looking up the SPO in SeRA, selecting the previously rejected proposal record, and from the teal Start Transaction button selecting Proposal - Resubmission.
    • Proposal Resubmission from a Rejected Proposal
    • If you ever mark a proposal as rejected in SeRA and want to undo this, please submit a HelpSU ticket to the SeRA Support Team by clicking HERE, and a SeRA Support Analyst will undo the proposal rejection and restore the proposal to pending status.
  • Enter or update an Agency Contact - Editable by only those with access to the given SPO.
  • Initiate a Central Office Request - Available only to those with access to the given SPO.
  • Enter or edit Department Managed Effort - Editable by only those with access to the given SPO.  This is an optional field intended to aid department administrators in managing effort commitments.  Any data listed here is manually entered and is NOT pulled from or validated against any Stanford system.
  • Enter or edit Department Notes - Editable by only those with access to the given SPO.  This is an optional field intended to aid department administrators.  Any information and/or data listed here is manually entered and is NOT pulled from or validated against any Stanford system.

Proposals in Development

Displays proposals for which a SeRA Proposal Development Routing From (PDRF) has been initiated but not yet completed. 

Proposals in Development

Research Related Agreements

Displays active Research Related Agreements (RRAs) where the selected individual is listed as the Investigator.  RRAs include Data Use Agreements (DUAs), Material Transfer Agreements (MTAs), Zero-Dollar Agreements etc.  These may or may not be required to be disclosed to a sponsor.  Always closely follow the specific sponsor and solicitation guidance to which you or your investigator is applying when preparing a Current and Pending or Other Support document.

Research Related Agreements

In-Kind Contributions

Investigators and department administrators can enter and edit in-kind resources available to an investigator.  Newly identified in-kind resources can be added by clicking on Add Contribution.  Already listed in-kind resources can be edited and/or deleted as needed.  The data listed in this region is NOT pulled from or validated against any Stanford system.

In-Kind Contributions

Overlap

Investigators and department administrators can enter and edit information about Overlap between projects, proposals, and in-kind resources in SeRA .  Newly identified instances of overlap can be added by clicking on Add Overlap.  Already listed Overlap entries can be edited and/or deleted as needed.

Overlap

Need further disclosure assistance? Have questions and/or feedback? Please submit questions and/or feedback and a member of the ORA-RMG Disclosures Team will respond to you shortly.