New York Wing - Civil Air Patrol - United States Air Force Auxiliary

Annual and Periodic Reports & Forms
listed by date :: view by dept
Due On	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	F172 Consolidated Finance Authorization	list finance committee members & authorized expenditures; all committee members must sign; for annual submissions, date the form 01 OCT 2024 ; 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	2024 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		AE Plan of Action	use to earn Squadron AE Achievement Award	AE
		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
		F173C Check Request	expense reimbursement - submit within 60 days of receipt date to NY Wing Finance Administrator	FM
		F80 Check Request - NY Wing Staff	expense reimbursement for NY Wing staff - submit within 60 days of receipt date to Director of Finance	FM
		F173D Deposit Advice Form	deposit advice - read instructions - send to Director of Finance after depositing funds to your account	FM
		F173C Funds Transfer	transfer funds between units - enter description Funds Transfer to NYnnn [unit receiving funds] - send to Director of Finance	FM
		F173F 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
		F173T 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 listed by dept :: view by date Aerospace Education Annually 01 OCT - online 2024 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 the form 01 OCT 2024 Unit Budget - expenses for next FY - use this budget template or update budget from last year Annually 01 OCT - online F171 Unit Commander Financial Disclosure Statement - certify proper accounting of all funds As Needed F173C Check Request - expense reimbursement - send to Finance Administrator within 60 days of date on receipt F80 Check Request for NY Wing Staff - expense reimbursement - send to Director of Finance within 60 days of date on receipt F173D Deposit Advice Form - read instructions - send to Finance Administrator after depositing funds to your account F173F 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 F173T 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