EXTERNAL ACCOUNT DATES & DOCUMENTS

Please find the dates for external account audit due dates for the 2017/2018 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 2017


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 2017 audits due in CSI office by 4:30pm
September 15, 2017 | 4:30pm
SC 303

September Audit
September 2017 audit due in CSI office by 4:30pm
October 20, 2017 | 4:30pm
SC 303

October Audit
October 2017 audit due in CSI office by 4:30pm
November 17, 2017 | 4:30pm
SC 303

November Audit
November 2017 audit due in CSI office by 4:30pm
December 15, 2017 | 4:30pm
SC 303

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Spring 2018


December and January Audit
Winter 2017 audits due in CSI office by 4:30pm
February 16, 2018 | 4:30pm
SC 303

February Audit
February 2018 audits due in CSI office by 4:30pm
March 16, 2018 | 4:30pm
SC 303

March Audit
March 2018 audits due in CSI office by 4:30pm
April 20, 2018 | 4:30pm
SC 303

April Audit
April 2018 audits due in CSI office by 4:30pm
May 18, 2018 | 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 Training Slides
External Account Audit Policy training presentation for reference.

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Announcements

Supplemental Funding
Due to changes in the level of funding available this year, the process was delayed while Allocations Board and Funding Oversight Committee examined the issue. The deadline for supplemental requests will be extended. We are in the process of updating the website to reflect these changes. Information will be emailed to org leaders the week of Oct 16-20.

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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