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e. Experience Qualification Scoring Matrix.
(1) Scoring Matrix. The scoring matrix found in Figure 8, Experience Qualifications Scoring Matrix, is used to determine experience qualifications. This provides a means of scoring a variety of backgrounds and a means by which to judge the overall qualifications of an applicant to act as a QP for the test aircraft. A score of 90 is the minimum value to satisfy the requirements. A copy of the matrix in worksheet form is found in Appendix 1 for use prior to the initial flight as the QP in the test aircraft. Only one selection should be made per question, unless otherwise specified. An applicant can attempt to qualify any number of times, and may attempt to do so at any time. This matrix is to be completed prior to each flight when acting as a QP.
(2) Explanation of Criteria. Nine criteria are used to ensure the applicant’s flight skills are applicable to the aircraft being tested. Further explanation for criteria that are not necessarily self-explanatory is provided below.
(a) Criteria: Time in Model Family. See subparagraph 11d(2).
(b) Criteria: Time in Exact Same Model. Due to the freedom of naming experimental aircraft on the application for a special airworthiness issuance certificate, the similar models may have wildly varying model names. Therefore, the Time in Exact Same Model criteria allows for consideration of flight time in aircraft derived from the same kit model.
(c) Criteria: Phase I Experience. Phase I experience is considered experience as a pilot in command (PIC) during Phase I flight testing.
(d) Criteria: Test Pilot Graduate of Test Pilot School. Those pilots who have graduated as test pilots from the qualifying test pilot schools (TPS) indicated have received formal training in the art of the flight test. This credit can only be taken for test pilots who graduated in the same category as the subject test aircraft. (Rotorcraft graduates can only take credit if the test aircraft is a rotorcraft, etc.)
FIGURE 8. EXPERIENCE QUALIFICATIONS SCORING MATRIX Scoring System for Qualified 2nd Pilot Value Your Score Total Time in Same Category and Class 0-9 -50 10-99 100-249 5 250-499 10 500-999 20 1000+ 35 Time in Model Family 1-9 -10 10-24 25-49 10 50-99 15 100-249 50 250+ 75 Is any of the Time in Type in the exact same model?
Yes 10 No Phase I experience?
Yes, to include a maiden flight 20 Yes 10 No -75 More than 20 different make/models flown as PIC?
Yes 20 No Subject Aircraft Configuration (select all applicable) Complex -5 Canard Airframe Configuration -5 High Performance (over 200 HP) -5 Pressurized -15 Crew Environment or Flight Instructor Experience?
(Crew Environment= Type rating in aircraft requiring crew of 2 or more) Yes 5 No Test Pilot Graduate of Test Pilot School?
(Category (Airplane, Rotorcraft, etc.) equivalent to test aircraft) Qualifying Schools:
(USNTPS) US Naval Test Pilot School (USAFTPS) US Air Force Test Pilot School (ETPS) British Empire Test Pilots' School (EPNER) French Test Pilot School (NTPS) National Test Pilot School Yes 35 No Highest Certificate/Rating Achieved Sport/Recreational Pilot Private/ SPCFI 5 Commercial 10 CFI 15 90 is the minimum Score: qualifying score Par 11 Page 14
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12. QUALIFYING AS AN ADDITIONAL PILOT AT THE OBSERVER PILOT (OP) LEVEL. Pilots wishing to serve as the OP must meet the list of criteria below. An unqualified applicant may increase their experience in the areas determined deficient in order to qualify.
There is no minimum time required between attempts, and no maximum allowed number of attempts to qualify. However, each attempt at qualifying must meet the process from start to finish. In order to act as an OP, you must:
a. Have at least a recreational pilot certificate with the appropriate category and class ratings for the test aircraft, and have received all necessary endorsements, as required per § 61.31, appropriate to the test aircraft. For light-sport aircraft, have at least a Sport Pilot Certificate and the appropriate logbook endorsements for the category and class of the aircraft to be flown, as required by § 61.317.
b. Meet the requirements of § 61.56, Flight review.
c. Meet the requirements of § 61.57(a), Recent flight experience: Pilot in command, in the same category and class as the test aircraft.
d. Have adequate vision forward and to each side of the aircraft.
e. Complete the worksheet found in Appendix 1 prior to initial flight as OP in each test aircraft and attach it to the airframe logbook. When acting as OP for further flights in the test aircraft, you must meet the OP criteria prior to each flight, but the checklist need not be attached to the logbook.
13. SCENARIOS TO AID IN UNDERSTANDING. Four of the most likely scenarios for the Additional Pilot Program (APP) are described in detail below to provide a better understanding of the overall process.
a. Scenario 1. The BP and QP fly together for all initial flights, and then an OP replaces the QP. In this scenario, the BP decides to use a QP on board during the first flight of the aircraft and some or all of the flights leading to the completion of the ITP. The BP has personally performed, in the test aircraft, the BPML items outlined in the ITP and makes the appropriate airframe logbook entry. Furthermore, the test aircraft has performed all of the required aircraft items outlined in the AIT and the appropriate airframe logbook entry has been made. At this point, since both the BP and the test aircraft have completed the requirements for the ITP, the qualifications of the additional pilot are reduced to the OP level. For the remainder of Phase I testing, the BP is now free to use an OP as the additional pilot.
b. Scenario 2. Another pilot tests the aircraft, then the QP brings the BP up to speed. In this scenario, the BP decides to have another pilot do all of the aircraft testing required by the ITP.
Though highly recommended, this pilot need not be a QP, since the flights will be conducted with a sole occupant on board. Now that the test aircraft has performed all of the required AIT items outlined in the ITP, the appropriate airframe logbook entry is made. Once the AIT items are completed, a QP, who may or may not be the same individual who conducted the initial tests, accompanies the BP in flight. The BP then personally performs, in the test aircraft, all of the required BPML items outlined in the ITP and makes the appropriate airframe logbook entry. At this point, both the BP and the test aircraft have completed the requirements for the ITP, so the
Par 13 Page 16 qualifications of the additional pilot are reduced to the OP level. For the remainder of Phase I testing, the BP is now free to use an OP as the additional pilot.
c. Scenario 3. The BP does the initial flight test, then adds an OP. In this scenario, the BP decides to conduct all of the flights leading to the completion of the ITP solo. The BP has personally performed, in the test aircraft, all of the required BPML items outlined in the ITP and makes the appropriate airframe logbook entry. Furthermore, the test aircraft has performed all of the required AIT items outlined in the ITP and the appropriate airframe logbook entry is made.
At this point, since both the BP and the test aircraft have completed the requirements for the ITP, the qualifications of the additional pilot are reduced to the OP level. For the remainder of Phase I testing, the BP is now free to use an OP as the additional pilot.
d. Scenario 4. Multiple BPs exist. They decide to use a QP during initial testing of the aircraft for some or all of the flights leading to completion of the AIT portion of the ITP. It is important to note that only one BP and one QP may be on board during any given flight.
Therefore, for an aircraft with more than two seats, it would not be appropriate to have two or more BPs on board along with a QP. It is also important to note that a BP who qualifies as a QP, and is serving as the QP for the flight, may indeed fly with another BP. Though it may be perceived as two BPs on board, the importance is the role each individual has qualified for and is acting as for the given flight. Each individual BP is responsible for personally performing, in the test aircraft, all of the required BPML items outlined in the ITP and making the appropriate airframe logbook entry before that individual may utilize an additional pilot at the OP level, assuming the AIT requirements for the ITP have been completed and an airframe logbook entry made. In short, the QP/OP requirement is per individual, not team of individuals.
14. LOGBOOK ENTRIES. The following provides participants assistance in developing entries to meet the requirements of the APP program.
a. Pilot Logbook Entry. Figure 9, Sample Pilot Logbook Example, is an example of the pilot logbook entry made by the BP following a flight utilizing a QP.
FIGURE 9. SAMPLE PILOT LOGBOOK EXAMPLE
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b. Aircraft Airframe, Engine, and Propeller Logbook Entries. Each person who performs the required testing of the powerplant and fuel system shall make an entry in the maintenance record of that equipment containing the following information (see Figure 10, Sample Engine Logbook Entry for Compression Test):
• A description of and results of the test performed.
• The date of completion of the test performed.
• The signature, certificate number, and kind of certificate held by the person performing the test.
FIGURE 10. SAMPLE ENGINE LOGBOOK ENTRY FOR COMPRESSION TEST
15. OPERATING LIMITATIONS.
a. Required Limitation. In order to utilize the APP, the operating limitations for the test aircraft need to reference this AC. The limitation that authorizes the use of the APP is worded as, or worded similarly to, the following:
Unless operating in accordance with Advisory Circular (AC) 90-116, Additional Pilot Program for Phase I Flight Test, during Phase I flight testing, only the minimum crew necessary to fly the aircraft during normal operations may be on board.
b. Adding the APP Limitation. Those wishing to use the program but missing the above limitation may schedule an appointment with the local Flight Standards District Office (FSDO) or other qualified FAA representative (e.g., Designated Airworthiness Representative (DAR)) and request to have the aircraft operating limitations amended in accordance with applicable portions of FAA Order 8130.2.
16. COMPENSATION. Compensation for the services of a QP or an OP may only be accepted or provided in accordance with the privileges and limitations specified by certificates held by the individuals.
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17. LOGGING OF TIME.
a. Logging of PIC Time. Logging of flight time must be done in accordance with § 61.51(e), Logging pilot-in-command flight time.
b. Logging of Training Time. Logging of training time may only be done in accordance with § 61.51(h), Logging training time.
18. CREW RESOURCE MANAGEMENT (CRM) AND AERONAUTICAL DECISION MAKING (ADM). Because the APP relies on the ability of multiple pilots working together during a flight test, the importance of sound CRM and ADM practices is underscored. The ability to effectively communicate, distribute workload, positively exchange controls, and avoid distraction increases the likelihood that emergencies will be handled effectively. For more detailed information on ADM and CRM, refer to AC 60-22, Aeronautical Decision Making, and AC 120-51, Crew Resource Management Training.
19. DETERMINING THE PIC. A flight test is a challenging environment that requires the flightcrew’s full attention in preflight planning, flight briefing, test flight, and debrief. It is critical that all participants are involved in developing a plan that clearly identifies roles and responsibilities for each team member. Most critical of all is determining which pilot will fill the role of PIC. This individual has the final authority and responsibility for the operation and safety of the flight. It is recommended that, prior to each flight, a clear determination is made identifying the expectations of the participating pilots and which pilot will fulfill the role of PIC.
20. LIST OF ACRONYMS.
a. AC. Advisory Circular.
b. ADM. Aeronautical Decision Making.
c. AIT. Aircraft Initial Tests.
d. APP. Additional Pilot Program.
e. BP. Builder/Owner Pilot. A pilot-builder or pilot-owner of the aircraft being tested who meets certain criteria.
f. BPML. Builder/Pilot Maneuvers List.
g. CFR. Code of Federal Regulations.
h. CRM. Crew Resource Management.
i. DAR. Designated Airworthiness Representative.
j. E-AB. Experimental amateur-built.
k. E-LSA. Experimental light-sport aircraft.
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l. FAA. Federal Aviation Administration.
m. FSDO. Flight Standards District Office.
n. FSIMS. Flight Standards Information Management System
o. ITP. Initial Tests Package.
p. LOC. Loss of control.
q. NTSB. National Transportation Safety Board.
r. OP. Observer Pilot. A pilot who meets a set of criteria allowing that individual to serve as an additional pilot on board during Phase I flight testing.
s. QP. Qualified Pilot. A pilot who meets a set of criteria allowing that individual to serve as an additional pilot on board during early Phase I flight testing.
t. TPS. Test Pilot School.
ORIGINAL SIGNED by /s/ John Barbagallo Acting Deputy Director, Flight Standards Services
Appendix 1 APPENDIX 1. ADDITIONAL PILOT PROGRAM GUIDE This guide and the worksheets on the following pages have been created to aid in achieving the safety benefits provided through using the Additional Pilot Program (APP).
1. Become a Builder/Owner Pilot (BP). Complete the Applicant for APP Worksheet to determine if you and your aircraft are eligible for the program.
Once you have met all of the applicable requirements, fill in all of the required items, sign and date the worksheet, and attach it to the test aircraft’s airframe logbook. This makes you a BP for the program.
2. Add a Qualified Pilot (QP). If you plan on using a QP, have the QP applicant complete the Qualified Pilot Worksheet and sign, date, and attach it to the test aircraft’s airframe logbook. This is to be done prior to initial flight as QP in the test aircraft.
3. Complete the Initial Tests Package (ITP). Complete the Aircraft Initial Tests (AIT) and Builder/Pilot Maneuvers List (BPML) portions of the Initial Tests Package Worksheet and sign, date, and attach it to the test aircraft’s airframe logbook. Each BP is individually responsible for signing and dating the applicable sections upon their respective completion.
4. Utilize an Observer Pilot (OP). Once the AIT portion and BPML are complete for the BP in question, an OP may be used. Any additional BP for the test aircraft who has not personally completed the BPML may continue to use a QP if desired, but may not use an OP until their BPML requirement is met. OP applicants should complete the Observer Pilot Worksheet, sign, date, and attach it to the test aircraft’s airframe logbook. This is to be done prior to the initial flight as an OP in the test aircraft.
Appendix 1 Applicant for APP Worksheet Instructions: In order to utilize the Additional Pilot Program (APP), a Builder/Owner Pilot (BP) of the test aircraft must meet all eligibility requirements, conditions, and limitations found within Advisory Circular (AC) 90-116. Complete the following worksheet, sign, and attach it to the airframe logbook.
Applicant Eligibility Must meet ALL of the following The builder/owner of the experimental amateur-built (E-AB) aircraft being tested must:
☐Own all or some portion of the aircraft being tested.
☐Hold at least a sport, recreational, private, commercial, or airline transport pilot certificate with the appropriate category and class ratings for the test aircraft, and have received all necessary endorsements, as required per 14 CFR part 61, § 61.31, appropriate to the test aircraft. For light-sport aircraft, have at least a sport pilot certificate and the appropriate logbook endorsements for the category and class of the aircraft to be flown, as required by § 61.317.
☐Meet the requirements of § 61.56, Flight review.
☐Meet the requirements of § 61.57(a), Recent flight experience:
Pilot in command, in the same category and class as the test aircraft.
☐Denote the name of the additional pilot in the pilot logbook for each flight utilizing an additional pilot.
Aircraft Eligibility Must meet ALL of the following ☐FAA-issued operating limitations allow for operation in accordance with AC 90-116 during Phase I.
☐Kit-built aircraft is listed in the “Revised Listing of Amateur-Built Aircraft Kits.”
☐Full-functioning dual controls, including power and all 3 axes (pitch, roll, yaw).
Powerplant Eligibility Must meet ONE of the following ☐Powerplant recommended for kit by kit manufacturer ☐Powerplant provided for kit by kit manufacturer ☐Powerplant supported for kit by kit manufacturer Powerplant Testing Must complete ALL, if applicable to the test aircraft.
Complete and document all tests contained in AC 90-89, Section 11, Additional Engine Tests, applicable to the test aircraft. If the test is not applicable, place a check in “N/A” column.
Completed & Documented N/A Test ☐ ☐ Mixture and Idle Speed Check ☐ ☐ Magneto Check ☐ ☐ Cold Cylinder Check ☐ ☐ Carburetor Heat Check ☐ ☐ Fuel Flow Check ☐ ☐ Unusable Fuel Check ☐ ☐ Compression Check
Qualification Statement
I attest that I meet all of the eligibility requirements for:
• Applicant Eligibility;
• Aircraft Eligibility; and
• Powerplant Eligibility, including applicable Powerplant Testing, thus qualifying as a Builder/Owner Pilot (BP) for the Additional Pilot Program (APP) for this aircraft:
Aircraft Make, Model:
Aircraft N-number:
BP Applicant’s Name:
BP Signature:
Date:
BP Applicant’s Name:
BP Signature:
Date:
BP Applicant’s Name:
BP Signature:
Date:
Appendix 1 Qualified Pilot Worksheet Instructions: In order to qualify as a QP, this worksheet must be used prior to the QP's initial flight in the test aircraft to ensure eligibility. Complete, sign, and attach this worksheet to the airframe logbook prior to the initial flight as the QP in each test aircraft. When acting as the QP for further flights in the test aircraft, you must meet the QP criteria prior to each flight, but further worksheets need not be attached to the logbook.
Basic Additional Pilot Qualifications Experience Qualifications Scoring Qualification Statement Must meet ALL of the following: Fill in the score next to your qualification levels. Add the "Your Score"
•Have at least a recreational pilot certificate with the appropriate column. In order to qualify, you must achieve a score of 90 or higher.
category and class ratings for the test aircraft, and received all Scoring System for Qualified 2nd Pilot • Meet all of the Basic Additional Pilot Qualifications, and necessary endorsements, as required per 14 CFR part 61, § 61.31, Value Your Score • Meet or exceed the scores necessary for:
appropriate to the test aircraft. For light-sport aircraft, have at least a sport pilot certificate and the appropriate logbook 10-99 Total Time i 0-9 e Category and Class -50 • Recency of Experience and • Experience Qualifications, endorsements for the category and class of the aircraft to be 100-249 flown, as required by § 61.317. 250-499 10 thus qualifying as a Qualified Pilot (QP) for the Additional Pilot
•Meet the requirements of § 61.56, Flight review. 500-999 1000+ 20 35 Program (APP) for this aircraft:
•Meet the requirements of § 61.57(a), Recent flight experience: Time in Model Family Pilot in command, in the same category and class as the test 1-9 Qualification Yes/No Criteria aircraft. 10-24 Met all Basic Additional Must be Yes to 25-49 10
•Have adequate vision forward and to each side of the aircraft. 50-99 15 Pilot Qualifications qualify
•Have completed this worksheet prior to the initial flight as the QP 100-249 Qualification Matrix Score Criteria in each test aircraft and attach it to the airframe logbook. When 250+ 75 Recency of Experience Must be 60 or acting as the QP for further flights in the test aircraft, prior to Is any of the Tir Yes /pe in the exact 10 greater to qualify each flight you must meet the QP criteria, but the checklist need No Experience Qualifications Must be 90 or not be attached to the logbook. Phase I experience? greater to qualify Recency of Experience Scoring Yes, to include a maiden flight Yes 10 Fill in the score next to your level of experience. Add theiYour No -75 Score" column. In order to qualify, you must achieve a score of 60 More than 20 differ nake/models flown as PIC? 20 Aircraft Make, or higher. No Model:
Scoring System for Recency of Experience Subject Aircraft Configuration (select all applicable) Value Your Score Aircraft N-number:
vious 90 days: Canard Airframe Configuration 10-9 DISQUALIFIER High Performance (over 200 HP) QP Applicant's 10+ 10 - 15 Do you have any time in model or model-family? or Flight Instructor Experience? Name:
DISQUALIFIER Yes Yes QP Signature:
Total flight time in the past 12 calendar months No 0-39 DISQUALIFIER Test Pilot Graduate of Test Pilot School? Date:
40-69 10 (Category (Airplane, Rotorcraft, etc.) equivalent to test aircraft) 70+ 15 lumber of hours total fight time (USNTPS) US Naval Test Pilot School 0-499 DISQUALIFIER (USAFTPS) US Air Force Test Pilot School 500-999 10 (ETPS) British Empire Test Pilots' School 1000+ 20 (EPNER) French Test Pilot School Subject Aircraft landing gear configuration (NTPS) National Test Pilot School Tricycle (Nosewheel) If conventional (Tailwheel), number of take 35 takeoffs and landings in tailwheel aircraft in previous 12 calendar months: Highest Certificate/Rating Achieved 20+ 10 Sport/Recreational Pilot 0-19 DISQUALIFIER Private/ SPCFI Commercial 10 60 is minimum CFI 15 value any red tem notad as On is tha Score: "DISQUALIFIER" minimum Score:
is an automatic qualifying disqualifier.
Appendix 1 Initial Tests Package Worksheet Instructions: Complete the Aircraft Initial Tests (AIT) and Builder/Pilot Maneuvers List (BPML) portions of the Initial Tests Package (ITP). Sign and date the appropriate portions of the worksheet as they are completed, and attach it to the test aircraft’s airframe logbook. Each BP is individually responsible for signing and dating these sections upon their respective completion.
Aircraft Initial Tests (AIT) The following are required if applicable for the test aircraft:
☐8 Hours Total Flight Time on Test Aircraft ☐Initial Ground Runs ☐Taxi Testing ☐First Flight ☐Gear and Flaps Check ☐Verify Pitot/Static System ☐*Stalls (Wings Level & Turning in Clean and Landing Configuration) AIT Completion Statement
I attest that the test aircraft has completed all of the applicable items required by the AIT.
Aircraft Make, Model:
Aircraft N-number:
BP Name:
BP Signature:
Date:
BP Name:
BP Signature:
Date:
Builder/Pilot Maneuvers List (BPML) The following must be personally demonstrated by the BP. The items are required for EACH BP, including when multiple BPs exist.
☐8 Hours Total Flight Time in the Test Aircraft ☐Flight in Varied Gear and Flap Configurations ☐Approach to Accelerated Stalls ☐Steep Turns ☐*Stalls (Wings Level & Turning in Clean and Landing Configuration) ☐Takeoff & Landing (Normal & Crosswind) ☐Slow Flight ☐Go-Arounds ☐Simulated Emergency Approach and Landing BPML Completion Statement
I attest that I have personally demonstrated all of the items required by the BPML.
Aircraft Make, Model:
Aircraft N-number:
BP Name:
BP Signature:
Date:
BP Name:
BP Signature:
Date:
ITP Completion Statement I attest that:
• The test aircraft has completed all of the applicable items required by the AIT, and
• I have personally demonstrated all of the items required by the BPML, thus completing the ITP and may now utilize an Observer Pilot (OP).
Aircraft Make, Model:
Aircraft N-number:
BP Name:
BP Signature:
Date:
BP Name:
BP Signature:
Date:
NOTE *IN CASES WHERE STALLING THE SPECIFIC AIRCRAFT TYPE IS NOT RECOMMENDED, INVESTIGATING
APPROACHES TO STALL AND STALL WARNING IN THE CITED CONFIGURATIONS CAN BE SUBSTITUTED IF APPROPRIATE.