AMC-ELA No 2 to 21.A.243 Data – Policies and procedures in relation to flight tests    

CAA ORS9 Decision No. 1

In order to conduct flight test activities, the DOA is required to implement policies and procedures for conducting these activities that include a proportionate and efficient risk and safety management system. This approach is documented either within a separate flight test operations manual (FTOM) or as an integral part of any other valid manual of the organisation, such as the DOH, or any other relevant quality manual. The FTOM, or its equivalent, should be proportionate to the risk of the product and the complexity of the organisation.

The risk and safety management system, documented within the FTOM, or its equivalent, covers the following aspects:

1. The definition of the key qualifications, responsibilities and accountabilities of the staff involved in conducting the flight tests, which covers at least:

    — the head of flight test (HoFT), who coordinates all the activities related to flight test and assumes responsibility for flight testing (this can be shared with other management positions within the DO);

    — the flight test engineer, who manages individual flight tests (or test campaigns);

    — the test pilot, who conducts any flight tests;

    — the flight test mechanic, who conducts all maintenance tasks and configuration changes to the test aircraft.

One person who has adequate qualifications may act in more than one role. The HoFT should have a direct reporting line to the HDO.

2. A method that provides practical guidance on conducting a hazard assessment to classify flight tests according to the risk involved. At least two categories should be identified: Category 1 for high-risk flight tests, and Category 2 for medium- and low-risk flight tests.

3. Definitions of generic risk mitigation strategies such as the use of minimum and maximum altitudes or airspeed safety margins, and safety rules to be obeyed for the typical major test phases and missions.

4. Identification of the aircraft-related safety equipment that needs to be available, including references to the maintenance requirements of this equipment.

5. A policy on how to alert and involve rescue services, such as the fire brigade or emergency physicians, in order to allow sufficiently short reaction times.

6. Crew qualifications, including requirements for the qualifications to be current and for crew (refresher) training, as adequate.

7. For aircraft with MTOMs of 2 000 kg or more:

    — the provisions of the CAA Part-21 Appendix XII apply.

    — the minimum flight experience per year should be:

      — for pilots: 50 hours. In addition:

        — for pilots who have flight test ratings, the 50 hours should include 20 flight test hours in any flight test category;

        — for pilots to perform Category 3 flight tests, their flight test experience should be expressed in terms of the number of flights that led to the issuing of a certificate of airworthiness (CofA) (e.g. first flights);

        — for pilots to perform Category 4 flight tests, their minimum flight test experience should be proportionate to the activity envisaged.

8. Crew composition and duty time limitations that are adequate for the kind of testing and the risk category of the flight tests conducted by the DOA.

The procedural aspects, documented within the FTOM, or its equivalent, should cover the following aspects:

9. The initiation and planning of a flight test activity, including, for example, but not limited to:

    — hazard analysis;

    — detailed flight test planning;

    — the generation and approval of flight conditions;

    — the definition and verification of the test-aircraft configuration;

    — preparation of the aircraft;

    — the integration, calibration and verification of any flight test equipment;

    — verification of the fitness of the aircraft for flight;

    — issuing or obtaining a PtF;

    — the preflight briefing, and conducting the flight test; and

    — debriefing and data reporting.

    The FTOM, or its equivalent, identifies all the documents and records that are required to be generated or maintained in relation to the flight test, including the definitions for the authority to sign.

    The FTOM, or its equivalent, identifies how training for flight tests is organised.

    The definition of the methods required may be provided in different ways, including but not limited to flow charts, process descriptions, forms that are detailed enough to enforce adherence to the required workflow, workflow implementation in IT-based ERP systems, or similar means.

    The implementation of the standard FTOM, including its associated process definitions and forms, ensures adherence to this AMC, and hence that there will be compliance with the relevant requirements of Part-21.

    Any flight tests that are subcontracted to a third party should comply with the FTOM of the DOA, unless the third party has established an FTOM that is in compliance with Part-21, and its use has been agreed between the two organisations.