Fabrication Request Process


Overview

The article provides an overview of the entire process for Fabrication Requests. It aims to describe the key steps and procedures involved in initiating and managing Fabrication Requests. By offering a comprehensive understanding of the process, readers can navigate Fabrication Requests more effectively.

Essential Information

With the implementation of OFC-PPM there is no longer a need for departments to submit a Fabrication Request to the Equipment Management Office. The fabrication identification ("FAB") number has been replaced by the COA-POET(AF) and fabrication-related expenditures are now tracked through PPM.

Departments, in cooperation with OCGA, Sponsored Project Finance (SPF, formally OPAFS), and Internal Controls & Accounting - Plant Accounting (formally General Accounting), are responsible for the classification, budget approval, expenditures and accounting of equipment fabrications. Departments are responsible for reporting fabricated equipment to the Equipment Management Office upon completion.

Next Steps

Step 1: Make sure the fabrication process will result in inventorial equipment.

Fabricated equipment ("fab") is defined as a specialized piece of equipment that is constructed in-house by University personnel. Funding sources may include awards and/or campus funds.

Fabricated equipment is non-expendable, tangible personal property that:

  1. Has been physically constructed by a University activity.
  2. Has a total acquisition cost of $5,000 or more.
  3. Has a normal life expectancy of more than one year.
  4. Is expected to be used by the University upon completion.

NOTE: Consult the UC Business and Finance Bulletin BFB-BUS-29, pages 2 and 25, for more detailed information about fabrications. For information on accounting for fabrications, see the UC Accounting Manual, AM-P-415-32.

Step 2: Create a Project and Task for the fabrication in Oracle PPM.

Create a Project and Task for the fabrication in OFC PPM through PADUA. If you have questions, depending on funding source, work with Sponsored Projects Finance (SPF) for Awards or Internal Controls & Accounting (ICA): Capital Projects team for non sponsored funding.

  • To Create New Fabrication Project:
    • Initiate the request for a new fabrication project in PADUA.
    • For sponsored projects, be sure to include the budget amount for your fabrication(s) in the request details.
    • All new requests on sponsored projects will route to SPF to ensure allowability on the award.
    • All asset information on fabrication projects will be reviewed by EQM upon fabrication close out.
    • Fabrication General Projects will be created immediately upon completion in PADUA.
  • To Add Fabrication Task to Existing Fabrication Project:
    • Initiate the request for a new task on an existing project in PADUA.
    • All new requests on sponsored projects will route to SPF to ensure allowability on the award.
    • All asset information on fabrication projects will be reviewed by EQM upon fabrication close out.
    • Fabrication General Project tasks will be created immediately upon completion in PADUA.
    • Re-budget your task(s) as needed after approved and created.

NOTE: For each unique equipment fabrication, a specific task ("fab-task") needs to be created on a Fabrication Project. Additionally, fabrications of multiple pieces of identical equipment (e.g. quantity of 10 microscopes) may be tracked under a single task under a Fabrication Project.

Step 3: Purchase components and fabricate the equipment.

NOTE: Fabrication/construction work should be performed at least in-part by UCSD departments, and not solely by outside vendors. Custom equipment fabricated by an outside vendor and delivered to UCSD as a complete item ready for use should be treated as a purchase of standalone inventorial equipment.

  • It is important to account for equipment fabrication expenses in accordance with the Government Accounting Standards Board (GASB) regulations. Contact your General Accounting or OPAFS award/project accountant if you need assistance selecting the correct account and expenditure types when purchasing components, materials and/or supplies.
  • Include references to the legacy "FAB" number and/or Project and Task numbers wherever possible.
Step 4: Close out the fabrication.
  • Submit a request to the Equipment Management Office to close or cancel the fabrication using the Services & Support portal.
    • Select the following when submitting a ticket:
      1. I want to: Ask a Question or Make a Request
      2. About: Equipment Asset Management
      3. Related to: Capital Equipment Fabrications
      4. More Specifically: Fabrications (Closeouts, Requests)
      5. Subject: Close/Cancel Fabrication
      6. Description: Include the following elements:
        • FAB number (if pre-OFC)
        • Project and task number
        • Final quantity of separate equipment items
        • Operating ledger detail or other expense report(s) consistent with official financial system records (ie Excel export/download)
          • For fabrications of multiple equipment items, be sure to specify the cost of each item.
          • Expense reports submitted by departments should confirm the actual cost and are subject to audit.  
  • Once reported as complete to the Equipment Management Office, the equipment will be recorded in CAMS, assigned a UCID number and added to the inventory of the responsible department.
  • An asset tag will be mailed to the Departmental Equipment Custodian.

NOTE: Cancelled equipment fabrications that received a pre-Oracle FAB number should be reported to our office to ensure proper updating of CAMS records.

If the fabrication is cancelled or is not $5k or more, then you must cost transfer those costs to a non fabrication project and task and may be subject to IDC.

Questions?

If you need any additional assistance, please submit a ticket here.