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 Director of Finance FM
Annual Unit Budget
unit budget for next FY - revenue & expenses must equal each other - send to Director of Finance FM
01 OCT Annual 2021 Activity Report FY ended 30 SEP - Unit CC Approval - Group CC Approval AE
Annual Print Inventory Worksheets may be used before 01 OCT - print Inventory Worksheet in Equipment & Comms Gear modules, Real Property Report in Real Property module LG
Annual Revalidate Individual Issue verify you have equipment issued to you, and it is serviceable LG
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
Scheduled Monthly Cadet Programs Monthly Survey enter program information each month - outside gov CP
Biennial Unit Inspection - SUI upload supporting documents prior to inspection IG
As needed Checkride Request request checkride DO
Maintenance Request request authorization for aircraft maintenance DO
Mission Reimbursement request reimbursement of mission expenses - send to NY Wing 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 NY Wing aircraft DO
ES Training Request request funded local ES training DOS
POV Mission Use request permission to use POV on CAP missions DOS
Banking Transactions review unit/group FYTD banking transactions FM
Check Request expense reimbursement - submit within 60 days of receipt date to NY Wing Finance Administrator
FM
Check Request - NY Wing Staff expense reimbursement for NY Wing staff - submit within 60 days of receipt date to Director of Finance FM
Deposit Advice Form deposit advice - read instructions - send to 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 Director of Finance FM
Fundraising Request request permission to conduct fundraising activity - send to Director of Finance FM
Tax Exempt Certificate request to make tax-exempt purchases - send to Finance Administrator FM
Travel Request Form submit 14 days before funded travel IAW NY Wing Travel Policy FM
Insurance Certificate request insurance certificate for event or real property - send to Real Property Officer LG
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 OCT - online
2021 Activity Report - Unit CC Approval - Group CC Approval - describe activity during fiscal year ended 30 SEP

As Needed
Squadron AE Plan of Action - use to earn Squadron AE Achievement Award

Cadet Programs
Monthly Survey - enter program information each month - outside gov

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 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 Finance Administrator within 60 days of date on receipt
Check Request for NY Wing Staff - expense reimbursement - send to Director of Finance within 60 days of date on receipt
Deposit Advice Form - read instructions - send to Finance Administrator after depositing funds to your account
Fundraising Request - request permission to conduct fundraising activity - send to Director of Finance
Tax Exempt Certificate - request to make tax-exempt purchases - send to Finance Administrator
Travel Request Form - submit 14 days before funded travel IAW NY Wing 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 Real Property Officer

Operations
Checkride Request - request checkride
Maintenance Request - request authorization for aircraft maintenance
Mission Reimbursement - request reimbursement of mission expenses - send to Director of Operations 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 NY Wing 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