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Annual & Periodic Reporting Requirements -- updated Tue 02 Oct 2018 at 1152

listed by date - view by dept

Submit Freq Report Description Dept
01 JAN Annual Safety Survey questions about unit safety staff & procedures SE
Annual Safety Day & ORM Familiarization log annual safety day & risk management briefing SE
01 SEP Annual F172 Consolidated Finance Authorization
Click to email CMG FIN
list finance committee members & authorized expenditures; all committee members must sign; date the form: 01 OCT 2018 FIN
Annual Unit Budget
Click to email CMG FIN
unit budget for next FY - revenue & expenses must equal each other FIN
01 OCT Annual F171 CC Financial Disclosure certify proper accounting of all funds FIN
Annual Unit Activity Report questions re year ended 30 SEP 2017 AE
Annual Unit Plan of Action questions re year begun 01 OCT 2017 AE
Annual Unit POA - CC Approval unit CC approves submitted AE Plan AE
Annual Group Plan of Action group CC only - approve all POAs AE
Annual Communications Inventory verify unit comms gear & individual issues LG
Annual Equipment Inventory verify unit equipment & individual issues LG
Annual Real Property Inventory buildings, offices, etc. used by unit LG
Annual Revalidate Individual Issue if you have issued equipment, certify it is in your possession and serviceable LG
As scheduled Biennial Unit Inspection - SUI upload supporting documents prior to inspection IG
As needed Activity Safety Officer Notification notify wing prior to cadet activity outside your group CP
After Activity Report submit after activity is completed CP
Review Unit/Group Financial Transactions review unit transaction history for FYTD FIN
Check Request expense reimbursement - send within 60 days of date on receipt - click to email NYW Finance
FIN
Fundraising Request request permission to conduct fundraising activity - click to email NYW Admin FIN
Tax Exempt Certificate request form to make tax-exempt purchases - click to email NYW Finance FIN
Insurance Certificate request insurance certificate for event or real property - click to email NYW LG
Orientation Flight - CAP CAP cadet orientation flight OPS
Orientation Flight - AF AFROTC/AFJROTC cadet orientation flight OPS
ES Training Request request funded individual aircrew sortie or local TRAEX OPS
Checkride, Proficiency, Transition Training request funded F5/F91, proficiency sortie, or transition training OPS
F80 Mission Reimbursement
Click to email Lt Col Rogers
request reimbursement of mission expenses OPS
Aircraft Maintenance Authorization request authorization for aircraft maintenance OPS
F161 Emergency Information Form
Email to event director
submit when away from home unit - not needed when using F31 SE

Annual & Periodic Reporting Requirements

listed by dept - view by date


Aerospace Education
Annually 01-15 OCT - online
Annual Activity Report - description of activity last fiscal year
Plan of Action - Submit - Approve - plan for next fiscal year

Cadet Programs - online
Activity Safety Officer Notification - notify wing prior to cadet activity outside your group
After Activity Report - complete after activity is completed

Finance
Annually on 01 OCT - send to NYW & CMG Finance
F172 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 on 01 OCT - online
F171 Unit Commander Financial Disclosure Statement - certify proper accounting of all funds

As Needed:
Check Request - expense reimbursement - send to Wing Finance Admin within 60 days of date on receipt
Fundraising Request - request permission to conduct fundraising activity - send to Lt Col Ellen Hirsch
Tax Exempt Certificate - request form to make tax-exempt purchases - send to Wing Finance Admin

Logistics - Annually 01-31 OCT - online
Equipment Inventory
- verify resources used by unit or issued to members
Real Property Inventory - buildings/offices, etc. used by unit - replaced F174

As Needed
Insurance Certificate - send to Lt Col LeFeber

Inspection
Scheduled Biennially - Unit Inspection Schedule - Upload Documentation

Operations
Orientation Flight - CAP - CAP cadet orientation flight - request one week in advance
Orientation Flight - AF - AFROTC / AFJROTC cadet orientation flight - request one week in advance

ES Training Request - individual ES aircrew sortie or local SAREX - request at least 30 days in advance
Check Ride, Proficiency Flight, Transition Training - request one week in advance
F80 Mission Reimbursement - request reimbursement of mission expenses - send to Lt Col Bill Hughes immediately after mission

Aircraft Maintenance Authorization - request authorization for aircraft maintenance

Safety
Annually 31 JAN - Safety Survey - answer questions about unit safety staff and procedures
Annually 01 JAN-31 MAR - Safety Day & RM Familiarization - log annual safety day & risk management briefing
As needed - F161 Emergency Information Form - send to event project, safety, or medical officer when particpating away from home unit - not needed when using F31