EXTERNAL ACCOUNT DATES & DOCUMENTS

Please find the dates for external account audit due dates for the 2018/2019 school year below. Results of audit investigations will be sent to the signatories and advisors on each account the first business day following the audit submission.

Please find essential documents for external account operations below the important dates. These documents include the blank external account audit packet, external account audit expenditure approval forms, a sample audit, and more.

If you have any other questions concerning dates and documents for external account audit processes, please contact allocationsboard@ubalt.edu.

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Fall 2018


External Account Management Workshops
These workshops are required training for the President and Treasurer of each organization with an external account. Please click the date of the workshop for location information and to complete your registration/RSVP.
TBD

May, June, July, and August Audit
Summer 2018 audits due in CSI office by 4:30pm
September 21, 2018 | 4:30pm
SC 302

September Audit
September 2018 audit due in CSI office by 4:30pm
October 19, 2018 | 4:30pm
SC 302

October Audit
October 2018 audit due in CSI office by 4:30pm
November 16, 2018 | 4:30pm
SC 302

November Audit
November 2018 audit due in CSI office by 4:30pm
December 19, 2018* | 4:30pm
SC 302

*Please note that this is a Wednesday, due to University Closings for the Winter holidays.

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Spring 2019


December and January Audit
Winter 2018 audits due in CSI office by 4:30pm
February 15, 2019 | 4:30pm
SC 302

February Audit
February 2019 audits due in CSI office by 4:30pm
March 15, 2019 | 4:30pm
SC 302

March Audit
March 2019 audits due in CSI office by 4:30pm
April 19, 2019 | 4:30pm
SC 302

April Audit
April 2019 audits due in CSI office by 4:30pm
May 17, 2019 | 4:30pm
SC 302

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External Account Documents


External Account Audit Packet
CSI official External Account Audit Packet. Print and fill out every audit period.

External Account Expenditure Approval Form
Single External Account Expenditure Approval Form. Print and fill as needed.

External Account Audit Transaction List
Single External Account Transaction List Form. Print and fill as needed.

Sample External Account Audit Packet
Notated sample external account audit for reference.

External Account Training Slides
External Account Audit Policy training presentation for reference.

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Announcements

Event Calendar

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Helpful Links

Reallocation Request Form
Student Org Funding Portal
General Org Resources/Handbook
Center for Student Involvement
UB OrgSync

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