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 SE
01 SEP Annual Consolidated Finance Authorization list finance committee members & authorized expenditures; all committee members must sign; date the form: 01 OCT - send to NYW Finance FM
Annual Unit Budget
unit budget for next FY - revenue & expenses must equal each other - send to NYW Finance FM
01 OCT Annual Submit Activity Report Unit CC Approval - Group CC Approval - for year ended 30 SEP AE
Annual Submit Plan of Action Unit CC Approval - Group CC Approval - for year 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 - send to NYW Finance
FM
Check Request - NYW Staff expense reimbursement for NYW staff - submit within 60 days of receipt date - send to NYW FM
FM
Deposit Advice Form deposit advice - read instructions and send to NYW Finance after depositing funds to your account FM
Funds Transfer transfer funds between units - enter description Funds Transfer to NYnnn [recipient unit number] - send to NYW Finance
FM
Fundraising Request request permission to conduct fundraising activity - send to NYW Admin FM
Tax Exempt Certificate request to make tax-exempt purchases - send to NYW Finance 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
Emergency Info Form provide to activity director when away from home unit - use F31 for out of wing or overnight activities SE
Safety Officer Activity Notification notify wing prior to activity outside your group 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

Finance
Annually 01 SEP - send to NYW FM
Consolidated Finance Authorization - list finance committee members & authorized expenditures; date 01 OCT
Unit Budget - expenses for next FY - use linked 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 within 60 days of date on receipt
Check Request for NYW Staff - expense reimbursement - send to NYW FM within 60 days of date on receipt
Deposit Advice Form - read instructions and send to NYW Finance after depositing funds to your account
Fundraising Request - request permission to conduct fundraising activity - send to NYW Admin
Tax Exempt Certificate - request to make tax-exempt purchases - send to NYW Finance

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

As needed - online
Safety Officer Activity Notification - notify wing prior to activity outside your group
Emergency Info Form - provide to activity director when away from home unit - use F31 for out of wing or overnight activities