RAeS Flight Test GP 24 May 12 PDF

Update on EASA Flight Testing
Regulations and ETPSs

Response to Flight Test Training
Presentation for RAeS
Flight Test Group

Thursday 24 May 2012
by
Capt Steve Daniels RN (Retd), FRAeS
RW Tutor ETPS
(Member of the EASA Flight Testing Review Group)
Copyright QinetiQ Limited 2009
SECURITY STATEMENT
The content of this presentations is:
UNCLASSIFIED
PRESENTERS BACKGROUND
Captain Steve Daniels Royal Navy (Retired)
Royal Navy flying training 1976
Royal Navy Commando (Support Helicopter) pilot 1978
US Navy Test Pilots School 1981
UK MoD Helicopter Test Pilot
D Sqn Boscombe Down test pilot 1982 - 85

Australian Navy loan service test pilot 1987 - 89
ETPS Tutor 1990-93
CO RW Test Sqn Boscombe Down 2002 - 05
Director Flying MoD (PE) Boscombe Down 2005 - 08
Joined ETPS in civilian flying tutor role 2008
ETPS Chief Instructor 2009 - 2011
Co-opted onto EASA Flight Test Review Group since Jan 2010
Slide clarification
Presenter is a QinetiQ employee, not an EASA
employee and therefore I am representing EASA today
as a member of the EASA Flight Test Review Group
A QinetiQ/AWC slide background .
represents my input to this brief and is therefore a
personal slide and not necessarily an EASA-endorsed
statement
Slide clarification
An EASA slide background .

represents an EASA source slide and is therefore an
EASA-endorsed statement/view
26/06/2012
Flight testing regulations
Scope of todays presentation:

EASA Part 21 (Relates to Design and Production Organisations DOA/POA)
Definition of flight test
All the requirements for flight test engineers but some requirements
for test pilots
Flight Test Operational Manual (FTOM)
EASA Part FCL
Pilot flight test rating

Flight test instructor
EASA Part OR : Approved flight test training school
Applicability / Grandfather / conversion rules

How will ETPS change to meet the new EASA regulations?
EASA Introduction
As Flight testing is a very specific activity and is a key issue
for aircraft development and certification, EASA decided to
initiate a regulatory task MDM.003.
EASA proposed flight testing requirements in the relevant
NPAs (NPAs 2008 - 17/20/22)
EASA received via the CRD process, comments specially

related to flight test:
A flight testing review group including industry and Flight test
schools was created to review the comments and to propose
modifications to regulations
26/06/2012
List of Flight Test Review Group members

Name
EASA staff
Mr Andrew Eldred
EASA Hd of Flt Test Section (now retired)
Mr Didier Nicolle
EASA Flt Test Pilot (Chairman of FTRG)
Mr Yves Morier
EASA (Secretary of FTRG)
Ms Micaela Verissimo
EASA (FCL legal)
or Company represented
Mr Harald Knes
Austro-control
Mr Karlheinz Juenemann
Lufthansa Technik
Mr Herve Jammayrac
Eurocopter
Mr Herve Laverne
Dassault Aviation
Mr Hugues van der Stichel
Airbus
Mr Marc Prunel
EPNER
Mr Steve Daniels
ETPS
Mr Francesco Paolucci
ENAC (Italian CAA)
Mr Charles Prophet
UK CAA (Flight Test Section)
Mr Philip Adrian
Boeing (Ops Regulatory Affairs)
Mr Bernardino Paggi
AgustaWestland
EASA Summary
Part 21 (flight test CRD):
Definition of Categories of Flight Test : CAT1/2/3/4
Definition and Qualifications for Lead flight test engineer for all categories of flight tests for
aircraft above 2000kg
Qualifications for pilots for flight tests CAT 3 and CAT 4 for aircraft above 2000kg
Flight Test Operational Manual
Part FCL (opinion 04-2010)
Ratings for pilots for CAT 1 and CAT 2 flight tests only for aircraft above 2000kg
Part OR (CRD 2008-22)
Flight test training organisations

Operations requirements (NPA 2009-02) : flight test operations not yet taken into account
26/06/2012
EASA Introduction:
Caution
A very important point to be aware of:
Opinions of PART FCL and Part OR have been published.

As a consequence, the corresponding texts are now
fixed and can be found on EASA web site.
The Appendix XII of PART-21 which will contain other
flight test requirements is still subject to EASA
discussions and is not yet available.
As a consequence, the corresponding texts are not

on the EASA web site yet, but are being prepared
for an EASA opinion to be promulgated by .May
2012?
26/06/2012
10
TP and FTE Clarification

Two different cases and as a consequence two legal
bases:
Pilots engaged in CAT1/CAT2 flight tests :
Flight test ratings endorsed on their licences (Part FCL
Subpart H and I) and therefore Europe recognized.
Flight test ratings will be delivered after having
completed successfully a flight test rating course in an
approved flight test training organisation (PART OR)
Lead flight test engineers engaged in CAT 1/2/3/4 and

pilots in CAT3/4 must be trained under approved Design
and production organisations responsibilities (PART 21
subpart B)
26/06/2012
11
AGENDA
Part 21
All the requirements for flight test engineers but some
requirements for pilots
Flight test operational manual
Part FCL
Part OR : Approved flight test training school

Applicability / Grandfather rights / Conversion rules
26/06/2012
12
Part 21:Definition of flight test

What Flight tests are:
Flights for the development phase of a new design
(aircraft, propulsion systems, parts and appliances)
Flights to demonstrate compliance to certification basis or
type design
Flights intended to experiment new design concepts,
requiring unconventional manoeuvres or profiles for which
it could be possible to exit the already approved envelope
of the aircraft
Flight test training flights.
26/06/2012
13
Other flights
Any flight which does not fulfil the
definition is not a flight test
As examples, following flights are not flight
tests:
Maintenance flights
Check flights
Test flights (renewal of licence rating)
26/06/2012
14
Part 21
Definition of categories of
flight tests
Flight test Category 1

Initial flight(s) of a new type of aircraft or of an aircraft of which
flight and/or handling characteristics may have been significantly
modified;
Flights during which it can be envisaged to potentially encounter
flight characteristics significantly different from those already
known;
Flights to investigate novel or unusual aircraft design features or
techniques;
Flights to determine or expand the flight envelope;
Flights to determine the regulatory performances, flight
characteristics and handling qualities when flight envelope limits are
approached;
Flight test training for Category 1 flight tests
26/06/2012
15
Part 21
flight tests

Flights not classified as Category 1 on an aircraft whose type is
not yet certified
Flights which are not classified Category 1 on an aircraft of an
already certified type, after embodiment of a not yet approved
modification and which:
require an assessment of the general behaviour of the
aircraft; or
require an assessment of basic crew procedures, when a new
or modified system is operating or is needed; or
are required to intentionally fly outside of the limitations of
the currently approved operational envelope, but within the
investigated flight envelope.
Flight test training for Category 2 flight tests.
26/06/2012
16
PART21 :Definition of categories of

flight test

Flights performed for the issuance of statement of conformity
for a new-built aircraft which do not require flying outside of
the limitations of the type certificate (TC)/ aircraft flight
manual

Flight not classified Category 1 or 2 on an aircraft of an
already certified type, in case of embodiment of a not yet
approved design change
26/06/2012
17
PART21:
flight test engineers
Flight test engineer

Any engineer involved in flight test operation either on the ground or
in flight
Lead Flight test engineer

A flight test engineer assigned for duties in an aircraft for the
purpose of conducting flight tests or assisting the pilot in the
operation of the aircraft and its systems during flight test activities
26/06/2012
18
PART21:
Remarks on
It is up to the DOA/POA organisation to decide whether:
.A flight test engineer is necessary or not. If yes, they

must have appropriate experience and training
commensurate with the tasks assigned to them, in
accordance with the Flight Test Operational Manual
(FTOM)
.A lead flight test engineer is necessarily on board or
not. If yes then, he needs to fulfil conditions detailed
further
Lead flight test engineer:
Is not mandatory either on board or on ground
The presence of flight test engineers on board does not generate a
requirement for having a Lead FTE on board
26/06/2012
19
Lead
PART21:
An FTE to be qualified as Lead FTE must:
Receive appropriate training commensurate with the category

of test and the complexity of aircraft
(e.g. level 1 training course for CAT1 flight on CS25 aircraft).
The training course needs not to be completed in an Approved
Flight Test Training Organisation (AFTTO)
Example of an acceptable syllabus is given in Part-21 Appendix
XII
Have accumulated a minimum of flight experience

(e.g. 100hours for CAT1 flight on CS25 aircraft)
Be medically flight fit to discharge assigned duties

An A-NPA will be published soon to ask if licensing scheme for
Lead FTE is warranted/necessary
26/06/2012
20
Part 21
Flight Test Operational Manual
If Flight tests are conducted, a FTOM defining the organisations
policies and procedures in relation to flight test is required. It
shall include:
Description of the organisation
Crew policy (composition, competency, currency, duty time, etc )
Procedures for the carriage of persons other than crew member

A policy for risk and safety management
Procedures for instruments and equipment to be carried
Operational procedures
Documents list that need to be produced for flight test
26/06/2012
21
AGENDA
Part 21
All the requirements for flight test engineer but some

Part FCL


Applicability/ Grand father/ conversion rules
26/06/2012
22
PART FCL
Pilot flight test rating 1/2
Part FCL : Test pilots
To Be PIC on Category 1 and 2 flight tests, flight test rating

CAT 1/2 is necessary.
Ratings are applied to CPL(min)/IR
Cat 1 AFTTO (TPS) Long course
Cat 2 AFTTO (TPS) Short course
Note: there will be a dedicated flight test instructor

rating
Mandated training syllabi
Perf/HQ/Systems for separate FW/RW courses

Cat 1 Rating: 350hr ground/100hr flying
Cat 2 Rating: 150hr ground/50hr flying
Previous experience to count for credits
Bridging courses for Cat 2 to Cat 1
26/06/2012
23
EASA TEST PILOT TRAINING
CAT 1 (min 10 months)
Aeroplanes
Helicopters
Aeroplanes
Helicopters
Ground Training (hours)
350
350
150
150
Flight Training (hours)
100
100
50
50
Solo flights without TP

tutor (sorties)
15
20
Min a/c types
10
a/c CS-types
(or equivalent)
Incl. 1 x CS25
Incl. 1 x CS29
Incl. 1 x CS25
Incl. 1 x CS29
Substantial Flight Test

Reports
EASA FLIGHT TEST ENGINEER TRAINING

Aeroplanes
Helicopters
Aeroplanes
Helicopters
Ground Training (hours)
350
350
150
150
Flight Training (hours)
60
60
30
30
Solo flights without

FTE tutor (sorties)
10
15
Min a/c types
a/c CS-types
(or equivalent)
Incl. 1 x CS25
Incl. 1 x CS29
Incl. 1 x CS25
Incl. 1 x CS29
Substantial Flight Test

Reports
Part FCL
Test pilot privileges
Holder of Category 1 flight test rating
Conduct all categories of flight tests as a PIC
Conduct flights related to DOA/POA
Can obtain a type rating if 10 hours as a PIC; 50
hours as co-pilot on flight tests on the type
Holder of Category 2 flight test rating
As above except not allowed to conduct
Category 1 flight test as a PIC (except for small CS23
aircraft where a CAT2 PIC is allowed to be PIC on CAT1 flight
tests)
26/06/2012
25
PART FCL
Flight Test Instructor
Privileges
Facilitate issue of CAT1/CAT2 ratings
Facilitate issue of FTI certificate
Prerequisites
Hold a flight test rating
Have completed at least CAT1 or CAT2 flight tests
Specific FTI training course (possible credits if

instructor certificate held)
26/06/2012
26
AGENDA
Part 21

Part FCL


Applicability/ Grand father/ conversion rules
26/06/2012
27
PART-OR
Approved Flight Test

Training Organisations
Approved Flight Test Training Organisations

(AFTTOs)
EASA Part FCL-regulated (e.g. not military schools)
Approval given by National Authorities
Civil-licensed flight test instructors (FT and FTI ratings)
May sub-contract to non-EASA companies
E.g. Calspan VSS, Qualeval providers, Military
Usual TPS-type facilities are listed as requirements

More later on how ETPS plans to comply with EASA
requirements
26/06/2012
28
AGENDA
Part 21

Part FCL


Applicability / Grandfather / Conversion rules
26/06/2012
29
Applicability Flight Tests

PART 21
Appendix XII: day of publication (mid 2012) + transition period of 36 months

FTE Derogation possible until 31 December 2015 for countries having FTE
licences.
FTOM day of publication
PART FCL : 8 April 2012
NAA OPT out possible until April 2015
PART OR : 8 April 2012

NAA opt-out possible (likely!) until April 2015
PART OPS: Flight test operation exemption until flight test operational requirements
are defined
Grandfather rules will facilitate the regulation changes
26/06/2012
30
Grandfather/conversion rules
Lead flight test engineer (grandfather rule)
LFTE having conducted flight test activities before entry into

force of Appendix XII will be considered as having complied
with Appendix XII and therefore may continue to exercise
their present scope of functions.
Present scope of function established normally by EASA for
DOA and NAA for POA and based on a report
Test pilot CAT 3 and CAT 4 (grandfather rule)
As above for LFTE
Test pilot CAT 1 and CAT 2 (conversion)
Flight test qualifications and Flight test instructor converted in

Part FCL flight test ratings and FTI conversion report
necessary (privileges could be restricted)
26/06/2012
31
MY CONCLUSIONS SO FAR
FTEs Grandfather rules Keep doing what you have done before
TPs Cat 3 and 4 Grandfather Rules - Keep doing what you have
done before
TPs Cat 1 and 2 Conversion Report
Exposition to NAA
Prove your qualifications, experience and competence
NAA will assess and convert your (non existent?) rating to a
new Flight Test Rating
SO HOW WILL ETPS CHANGE TO MEET THE NEW

EASA REGULATIONS?
Update/reminder of pre-2012 legacy ETPS graduate course

ETPS approach to changes
Revised course structure
Revised ETPS training organisation structure

Future ETPS portfolio of training courses
European Aviation Safety Agency
Part OR
including Approved Training

Organisations (ATO)
Approved Flight Test Training Organisations (AFTTOs)

EASA-regulated (e.g. not military schools)
Therefore European military schools must become EASA-regulated!
Civil-licensed flight test instructors

(who hold Flight Test Ratings)
Nominated civil licensed post holders (e.g. Hd of Training)
Meet EASA audit requirements
ETPS, EPNER and others will need to be audited by EASA
May sub-contract to non-EASA companies
E.g. Calspan VSS, Qualeval providers, military, other TP schools
ETPS TODAY
Managed by QinetiQ as part of the Long Term Partnering Agreement (LTPA)
with UK MOD since 2001
Staffed by a balanced mix of military and QinetiQ staff
All three services represented
QinetiQ Air Fleet consists entirely of military registered aircraft, regulated by

the Military Aviation Authority
Face the market as a Military flying training school but one which is
accessible to the civil market
The military and commercial partnership is vital to the success of ETPS
ETPS 1-minute VIDEO
ETPS 2011 GRADUATE (TB1) COURSE OUTLINE

The previous ETPS graduate course:
12 month course January through December each year

Approx 115 hrs, 20 + types
Advanced flight test instruction, split into 3 terms
Term 1 Ground school intensive for the initial part then onto first exercises
Term 2 - More advanced HQ and Performance exercises and simulator work
Term 3 - Advanced flight testing and then end of course (Preview) exercise
ETPS 2011 DIPLOMA (TB2) COURSE OUTLINE

The ETPS previous diploma course:
13 week/3 month course during spring/autumn each year

Approx 25 hrs, 3 types, no student solo flying
Basic flight test instruction
Focused on a cut down version of the graduate course with no envelope
expansion training
Basic performance testing
Basic handling/stability & control
Limited systems assessments
Groundschool limited to meet learning objectives of a basic course
ASSETS?
ETPS ROTARY WING CORE FLEET
ASSETS? ETPS FIXED WING CORE FLEET
ASSETS?
VARIABLE STABILITY CAPABILITY

ASTRA Hawk
Basset
SUB-CONTRACTED CAPABILITIES?
HELICOPTER VSS CAPABILITY - BELL 205 / 412 NRC CANADA
FULLY INCORPORATED GRIPEN FOURTH GENERATION FIGHTER

Leased through an agreement with SAAB and provided by the Swedish Air
Force
Flown in Sweden with ETPS tutors as aircraft captain
Significant utilization of Gripen flight simulator
A single ETPS campaign in 2 nd half of course
QUALITATIVE EVALUATIONS (QUALEVAL) AND PREVIEW

Aerobatic Trainer
Glass cockpit / FMS
Raw aircraft
Tandem Rotor
NOTAR
Piston Engine
Eastern Block
Modern (System Rich)
INTRODUCED IN 2010 ETPS BOSCOMBE DOWN MOTION SIMULATOR
Old Royal Aircraft Establishment

(RAE) Bedford Location
New Boscombe Down Location

45
BOSCOMBE DOWN MOTION SIMULATOR
Fixed wing fast jet cockpit and

helicopter cockpit
(slide in/slide out)
BOSCOMBE DOWN MOTION SIMULATOR
Telemetry simulation capability
PREVIOUS ETPS PORTFOLIO OF ROTARY WING COURSES
Graduate course Experimental (TP & FTE )
12 months Jan Dec
Diploma course Development (TP & FTE)
3 months Spring/Autumn
Plus Short courses:
Helicopter Ship Interface Testing Course (TP & FTE)
2 weeks as required
Civil Airworthiness Flight Test (TP & FTE)
2 days (including sim)
Post Maintenance Flight Test Course (TP & FTE)
3 days
ETPS FROM 2012

Fully integrate our advanced motion simulator (BMS) into the course
Improve the Fleet aircraft replacement programmes under way:
Second fully instrumented A109 helicopter
Introduction of King Air for FW Multi-engine TP/FTE stream

Replacement Heavy Aircraft (RJ70 and RJ100)
Comply with EASA civil requirements for European Flight Test Training (Cat 1
and Cat 2 Test Pilots and FTEs) Apr 2012
..whilst ensuring we meet current/future UK MoD/other
customers flight test training requirements
ETPS APPROACH TO CHANGES

FIRSTLY Ensure that an EASA-compliant course meets the UK MoD/other nonEuropean customers requirements!
No major change to legacy ETPS content but restructured to meet EASA
requirements
Combined Course Structure:
EASA Cat 1 and Cat 2 / UK MoD Class A and Class B
Streaming of Fixed Wing syllabi into Fast Jet and Heavy (Multi-engine) Aircraft
Fast Jet: Hawk/AJ, Tucano, Gripen, plus RJ70
Heavy Aircraft: Tucano, King Air, RJ70
THE FUTURE ETPS FROM 2012

Jan
Jun
Dec
12-month CAT 1 / Class A (Experimental) TP/FTE
Fast Jet Stream

Heavy a/c
Stream
6-month CAT 2 / Class B (Development)

TP/FTE
Rotary Stream
6-month CAT 1 / Class A (Experimental)

TP/FTE
EASA Bridging Course
First 6-months Cat 2
Second 6-months completes Cat 1
(Basic flight test)
(Advanced flight test)
HOW WILL ETPS ADAPT?

Empire Test Pilots School (pre-2012)
100% ETPS (Mil)
Military CO
Regulated by UK Military Aviation Authority (MAA)

Operating as a military TP School
Mix of Mil/Civ staff as currently

Military aircraft (except for QVs)
HOW WILL ETPS ADAPT?

Empire Test Pilots School (post-2012)
Military CO
80% ETPS (Mil)
Regulated by UK Military Aviation Authority (MAA)

Operating as a military TP School
Mix of Mil/Civ staff as currently

Military aircraft (except for QVs)
20% ETPS (Civ)

Regulated by UK Civil Aviation Authority (CAA)
Operating as an EASA AFTTO
Civil-licensed staff & some civil (G-reg) aircraft
Sub-contracting arrangements to be generated
Civil Head of Training
FUTURE ETPS PORTFOLIO OF ROTARY WING COURSES

EASA Cat 1 Experimental (TP & FTE)
(UK MoD Class A TP and FTE)
12 months Jan Dec
EASA Cat 2 Development (TP & FTE)

(UK MoD Class B TP and FTE)
6 months Jan Jun
EASA Cat 2 to Cat 1 Bridging Course (TP & FTE)

(UK MoD Class B to Class A)
6 months Jul Dec
Plus short courses:
Helicopter Ship Interface Testing Course (TP & FTE)
2 weeks as required
Civil Airworthiness Flight Test (TP & FTE)
2 days (including sim)
Post Maintenance Flight Test Course (TP & FTE)
3 days
Summary of todays presentation:

EASA Part 21 (Relates to Design and Production Organisations DOA/POA)
All the requirements for flight test engineers but some requirements
for test pilots
Flight Test Operational Manual (FTOM)
EASA Part FCL

EASA Part OR : Approved flight test training school
Applicability / Grandfather / conversion rules

How will ETPS change to meet the new EASA regulations?
Help in navigating the EASA website
Update on EASA Flight Testing

Regulations and ETPSs
Response to Flight Test Training
Presentation for RAeS
Flight Test Group
Any Questions?

RAeS Flight Test GP 24 May 12 PDF

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Update on EASA Flight Testing

Regulations and ETPSs

Presentation for RAeS

Flight Test Group

Copyright QinetiQ Limited 2009

The content of this presentations is:

Copyright QinetiQ Limited 2009

Royal Navy flying training 1976

Royal Navy Commando (Support Helicopter) pilot 1978

US Navy Test Pilots School 1981

UK MoD Helicopter Test Pilot

D Sqn Boscombe Down test pilot 1982 - 85

Joined ETPS in civilian flying tutor role 2008

ETPS Chief Instructor 2009 - 2011

Copyright QinetiQ Limited 2009

Copyright QinetiQ Limited 2009

An EASA slide background .

Flight testing regulations

Scope of todays presentation:

Definition of flight test

Pilot flight test rating

Applicability / Grandfather / conversion rules

Copyright QinetiQ Limited 2009

EASA received via the CRD process, comments specially

Flight testing regulations

List of Flight Test Review Group members

EASA Hd of Flt Test Section (now retired)

EASA Flt Test Pilot (Chairman of FTRG)

EASA (Secretary of FTRG)

EASA (FCL legal)

Mr Hugues van der Stichel

ENAC (Italian CAA)

UK CAA (Flight Test Section)

Boeing (Ops Regulatory Affairs)

Copyright QinetiQ Limited 2009

Flight test training organisations

Flight testing regulations

A very important point to be aware of:

Opinions of PART FCL and Part OR have been published.

As a consequence, the corresponding texts are not

Flight testing regulations

TP and FTE Clarification

Lead flight test engineers engaged in CAT 1/2/3/4 and

Flight testing regulations

Part OR : Approved flight test training school

Flight testing regulations

Part 21:Definition of flight test

Flight testing regulations

Flight testing regulations

Flight test Category 1

Flight testing regulations

Flight test Category 2

Flight testing regulations

PART21 :Definition of categories of

Flight test Category 3

Flight test Category 4

Flight testing regulations

Flight test engineer

Lead Flight test engineer

Flight testing regulations

It is up to the DOA/POA organisation to decide whether:

.A flight test engineer is necessary or not. If yes, they

Flight testing regulations