EXTERNAL ACCOUNT DATES & DOCUMENTS

Please find the dates for external account audit due dates for the 2016/2017 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 2016


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.
August 24, 2016 | 10-11:30AM*
August 30, 2016 
| 1-2:00PM
August 31, 2016 | 2-3:00PM
September 1, 2016 | 4:30-5:30PM
September 7, 2016 | 4:30-6:00PM*
 

**<Combined session: expenditure and external account training>
expenditure training (only) dates are also available

May, June, July, and August Audit
Summer 2016 audits due in CSI office by 4:30pm
September 16, 2016 | 4:30pm
SC 303

September Audit
September 2016 audit due in CSI office by 4:30pm
October 21, 2016 | 4:30pm
SC 303

October Audit
October 2016 audit due in CSI office by 4:30pm
November 18, 2016 | 4:30pm
SC 303

November Audit
November 2016 audit due in CSI office by 4:30pm
December 16, 2016 | 4:30pm
SC 303

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Spring 2017


December and January Audit
Winter 2016 audits due in CSI office by 4:30pm
February 17, 2017 | 4:30pm
SC 303

February Audit
February 2017 audits due in CSI office by 4:30pm
March 17, 2017 | 4:30pm
SC 303

March Audit
March 2017 audits due in CSI office by 4:30pm
April 21, 2017 | 4:30pm
SC 303

April Audit
April 2017 audits due in CSI office by 4:30pm
May 19, 2017 | 4:30pm
SC 303

Officer Change Form Due
2017/2018 External Account Officer Change Form must be submitted
May 19, 2017 | 4:30pm
SC 303

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

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Announcements

2017-18 Funding Requests
The deadline to request a budget from Allocations Board for 2017-18 is May 25 at noon! Training (which is required before submitting a request) is to be completed online this year. Click to access the training now or get info about the training.

Additional resources for developing your budget request can be found on this page.

Event Calendar

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Click here for more detail

 

Helpful Links

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

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