Annual and Periodic Reports & Forms
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Submit Freq Report Description Dept
01 JAN Annual Safety Day & ORM Familiarization log annual safety day & risk management briefing
click here for safety day resources - outside .gov
SE
01 SEP Annual Consolidated Finance Authorization list finance committee members & authorized expenditures; all committee members must sign; for annual submissions date form 01 OCT 20nn where nn = new FY; for change of command use command change date; send to NYW Director of Finance FM
Annual Unit Budget
unit budget for next FY - revenue & expenses must equal each other - send to NYW Director of Finance FM
01 OCT Annual Submit Activity Report Unit CC Approval - Group CC Approval - for FY ended 30 SEP AE
Annual Submit Plan of Action Unit CC Approval - Group CC Approval - for FY begun 01 OCT AE
Annual CC Financial Disclosure certify proper accounting of all funds FM
Annual Comms Inventory verify unit communications gear & individual issues LG
Annual Equipment Inventory verify unit equipment & individual issues LG
Annual Real Property Inventory verify buildings, offices, etc. used by unit LG
Annual Revalidate Individual Issue verify you have equipment issued to you, and it is serviceable LG
Scheduled Biennial Unit Inspection - SUI upload supporting documents prior to inspection IG
As needed Banking Transactions review unit/group FYTD banking transactions FM
Check Request expense reimbursement - submit within 60 days of receipt date to NYW Finance Administrator
FM
Check Request - NYW Staff expense reimbursement for NYW staff - submit within 60 days of receipt date to NYW Director of Finance FM
Deposit Advice Form deposit advice - read instructions - send to NYW Director of Finance after depositing funds to your account FM
Funds Transfer transfer funds between units - enter description Funds Transfer to NYnnn [unit receiving funds] - send to NYW Director of Finance FM
Fundraising Request request permission to conduct fundraising activity - send to NYW Director of Finance FM
Tax Exempt Certificate request to make tax-exempt purchases - send to NYW Finance Administrator FM
Travel Request Form submit 14 days before funded travel IAW NYW Travel Policy FM
Insurance Certificate request insurance certificate for event or real property - send to NYW Real Property LG
Checkride Request request checkride DO
Maintenance Request request authorization for aircraft maintenance DO
Mission Reimbursement request reimbursement of mission expenses - send to NYW DO DO
Orientation Flights CAP & AFROTC/JROTC cadet orientation flights DO
Proficiency Training request funded proficiency training DO
Weight & Balance Spreadsheet Excel workbook with tabs for all NYW aircraft DO
ES Training Request request funded local ES training DOS
POV Mission Use request permission to use POV on CAP missions DOS
Emergency Info Form provide to activity director when away from home unit - use F60-80 for cadet out of wing or overnight activities SE
Safety Officer Activity Notification notify wing prior to any activity other than regular squadron meetings SE

Annual & Periodic Reporting Requirements

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Aerospace Education
Annually 01-15 OCT - online
Activity Report - Submit -> Unit CC Approve -> Group CC Approve - describe activity during fiscal year ended 30 SEP 2018
Plan of Action   - Submit -> Unit CC Approve -> Group CC Approve - plan for new fiscal year begun 01 OCT 2018

Emergency Services
ES Training Request - local ES training - request at least 30 days in advance
POV Mission Use - request permission to use POV on CAP missions

Finance
Annually 01 SEP - send to NYW Director of Finance
Consolidated Finance Authorization - list finance committee members & authorized expenditures; date 01 OCT xx
Unit Budget - expenses for next FY - use this budget template or update budget from last year

Annually 01 OCT - online
Unit Commander Financial Disclosure Statement - certify proper accounting of all funds

As Needed
Banking Transactions - review unit/group FYTD banking transactions
Check Request - expense reimbursement - send to NYW Finance Administrator within 60 days of date on receipt
Check Request for NYW Staff - expense reimbursement - send to Director of Finance within 60 days of date on receipt
Deposit Advice Form - read instructions - send to NYW Finance Administrator after depositing funds to your account
Fundraising Request - request permission to conduct fundraising activity - send to NYW Director of Finance
Tax Exempt Certificate - request to make tax-exempt purchases - send to NYW Finance Administrator
Travel Request Form - submit 14 days before funded travel IAW NYW Travel Policy

Inspector General
Scheduled Biennially per Unit Inspection Schedule
Upload Documentation

Logistics
Annually 01 OCT - online
Comms Inventory - verify unit communications gear & individual issues
Equipment Inventory - verify resources used by unit or issued to members
Real Property Inventory - verify buildings/offices, etc. used by unit
Revalidate Individual Issue - verify you have equipment issued to you, and it is serviceable

As Needed
Insurance Certificate - request insurance certificate for event or real property - send to NYW Real Property

Operations
Checkride Request - request checkride
Maintenance Request - request authorization for aircraft maintenance
Mission Reimbursement - request reimbursement of mission expenses - send to NYW DO immediately after mission
Orientation Flights - CAP & AFROTC/JROTC cadet orientation flights - request five days in advance
Proficiency Training - request proficiency training - request five days in advance
Weight & Balance Spreadsheet - Excel workbook with tabs for each NYW aircraft

Safety
Annually 01 JAN - online
Safety Day & RM Familiarization - log annual safety day & risk management briefing - safety day resources - outside .gov

As needed - online
Safety Officer Activity Notification - notify wing prior to any activity other than regular squadron meetings
Emergency Info Form - provide to activity director when away from home unit - use F60-80 for cadet out of wing or overnight activities