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Finance Forms

Union

Forms on the page are maintained by various personnel within the Finance division of Union Public Schools.

Accounting, Reimbursement

Activity Funds

Budget

Inventory

Notes regarding Inventory Forms:

Each year the Board of Education requires the building principal or director to complete a physical inventory of their site or department and submit the results to the Chief Financial Officer or their designee. (Board Policy #3150)

Above, you will find the forms needed to complete your inventory. The Physical Inventory Sheet(s) covers Fixed Assets and General Property for each fiscal year. The Physical Inventory Sheet “Inventory Example” is an example on completing the inventory sheet. The Administrative Personnel Off-Site Inventory form is to be completed by Administrative/Key Personnel who have items checked out on a permanent basis. Specific instructions for each form are listed below.

Each physical inventory sheet must be signed by the individual/person taking inventory and their principal/supervisor/director and turned into accounting at a determined date near the end of each school year.

The Administrative Personnel Off-Site Inventory

  • Please list ALL items checked out on a permanent basis (i.e., laptops, ipacs, axims etc). Be sure to include all items not on school premises.

Fixed Asset Property - (Has Serial No.)

  • Please list all fixed assets on the left side of the inventory sheet under “Fixed Asset Property”. This includes ALL tagged items. Please make sure to list all tag numbers, make, model, description and serial number. If you have a serialized item without an asset tag, please list it as Fixed Asset Property.

General Property - (No Serial No.)

  • Please list all general property on the right side of the inventory sheet. You may group like items; (i.e., student desks, student chairs, office/teacher desks, office/teacher chairs, file cabinets, bookcases, storage cabinets, work tables, work stations, stackable chairs, cafeteria tables, etc.) and only give a quantity count by room.

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Contact Information

Union Public Schools
8506 E. 61st Street
Tulsa, Oklahoma 74133
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Phone: 918-357-4321

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