Title:

Conduct a Flight Standardization Board (FSB) Evaluation

Number:

4.1.202        Validation Date:    08/11/16     Approval Date:          12/13/16

Comments:

A Flight Standardization Board (FSB) determines the pilot type rating, and pilot training, checking and currency requirements, and operational suitability/acceptability for both new and modified aircraft.

Job Task Sponsor:

AFS‑200

Job Series:

1825 Aviation Safety Inspector (Operations)

Function:

4.0 General Technical

Duty:

4.1 Aircraft Evaluation

Rating and Ranking

 

Difficulty:

High

Importance:

Critical

Time to Accomplish:

Variable

Specialty

Frequency

OPS

On‑demand

 

Course Numbers

none

 

PTRS Activity Codes

SAI

EPI

None

N/A

N/A

 

Regulatory Requirements

 

 

14 CFR 23

14 CFR 25

14 CFR 27

14 CFR 29

14 CFR 61

14 CFR 65

14 CFR 91

14 CFR 121

14 CFR 125

14 CFR 135

 

Forms

FAA Form 4040‑2               FAA Crewmember Check Record

FAA Form 8710‑1               Airman Certificate and/or Rating Application

FAA Form 8060‑4               Temporary Airman Certificate

FAA Form 8060‑5               Notice of Disapproval of Application

 

Job Aids

none

 

Other Guidance (Current Editions)

FAA Order 1100.5               FAA Organization ‑ Field

FAA Order 8000.51             Aircraft Certification Directorates

FAA Order 8100.5               Aircraft Certification Service Mission, Responsibilities, Relationships and Programs.

FAA Order 8110.4               Type Certification

FAA Order 8430.21             Flight Standards Division, Aircraft Certification Division, and Aircraft Evaluation Group Responsibilities

FAA Order 8900.1               Flight Standards Information Management System (FSIMS), Vol. 8, Chap. 2, Sec. 5

AC 120‑53                          Guidance for Conducting and Use of Flight Standardization Board Evaluations

5 FAA‑S‑8081F July 2008  Practical Test Standards ‑ ATP and type Rating

NOTE:  Ensure you are using the most current information. The Flight Standards Information Management System (FSIMS), or current equivalent, may be used to obtain current guidance.

TASK DESCRIPTION:

Conduct a Flight Standardization Board (FSB) evaluation to determine pilot type rating, and pilot, training, checking and currency requirements, and operational suitability/acceptability for both new and modified aircraft.

 

SUBTASK 1:

Aircraft certification project notification.

 

Objective/Skill:

Performance:

A notification will be received from FAA Aircraft Certification personnel

Conditions:

Via mail, telephone, email, or other available communication means.

Standards:

In accordance with AEG Office practices and FAA Order 8110.4.

Knowledge:

Aircraft certification process.

 

 

SUBTASK 2:

Assign FSB Chairman.

 

Objective/Skill:

Performance:

AEG Manager assigns Inspector to FSB Chairman position.

Conditions:

Via mail, telephone, email, or other available communication means.

Standards:

in accordance with AEG Office practices.

Knowledge:

Related aircraft experience and office workload.

 

 

SUBTASK 3:

Create AEG office project record

 

Objective/Skill:

Performance:

1. Create AEG project record

2. Create file folders (if applicable).

Conditions:

AEG office files.

Standards:

In accordance with office practices for use of AEG filing.

Knowledge:

Office practices for use of AEG filing.

 

 

SUBTASK 4:

Participate in technical meetings.

 

Objective/Skill:

Performance:

Participate in technical meetings with the ACO and manufacturer/applicant that are relevant to the FSB such as informational meetings, project kickoff meetings, and initial, intermediate and final type certification board meetings.

Conditions:

FAA Order 8110.4

Standards:

Clear communication with the FAA Program Manager/Project Officer.

Knowledge:

Certification meetings functions.

 

 

ELEMENT 4.1:

Prepare for meeting

 

Objective/Skill:

Performance:

1) Contact FAA Program Manager/Project Officer and request to be notified of all FAA internal meetings and all FAA meetings with the manufacturer.

2) Determine who should represent AEG at meeting.

3) Inform and coordinate with appropriate FSB personnel on attendance and preparation for meeting.

4) Review relevant material prior to meeting (i.e., 14 CFR, AC, policy).

Conditions:

AEG Office/workstation

Standards:

AEG Office Procedures

Knowledge:

·     Internal FAA communication processes

·     Relevant material

 

 

ELEMENT 4.2:

Attend meeting

 

Objective/Skill:

Performance:

1) Ensure that all relevant FSB issues are addressed.

2) Gather information relevant to FSB responsibilities including handouts and points of future contact.

3) Document and retain information concerning the following as applicable:

‑pilot type rating

‑FSB and pilot training requirements and hours

‑information relative to operational suitability

Conditions:

Meeting protocol

Standards:

Clear, timely, and accurate communication with all parties.

Knowledge:

FSB evaluation process and requirements.

 

 

SUBTASK 5:

Establish the FSB

 

Objective/Skill:

Performance:

1) Determine skills and qualifications required for board members,

2) Identify qualified individuals to serve as board members,

3) Contact identified individuals to determine availability,

4) Prepare memorandum designating board membership,

5) Forward memorandum to AFS‑280 for information and

6) After memo coordination prepare FSB member address/phone list.

Membership typically consists of Operations inspectors who are or will be assigned airman certification duties on the subject aircraft or to an operator’s certificate that will be using the subject aircraft and one Washington Headquarters representative from AFS‑200, AFS‑400, or AFS‑800. The FAA Aircraft Certification Office assigned test pilot may serve as an advisor to the board.

Conditions:

AEG Office/workstation

Standards:

In accordance with AEG Office practices and FAA Order 8900.1.

Knowledge:

·     Understanding of FSB responsibilities and the skills required to be a board member.

·     Ability to use the FAA FACTS System used to find aircraft qualified Inspectors (if applicable).

·     FAA office organization and of the requirement for potential member’s supervisors to approve their participation.

·     Word processing skills.

 

 

SUBTASK 6:

Process manufacturer/applicant’s application for the FSB evaluation

 

Objective/Skill:

Performance:

1) Give manufacturer/applicant AC 120‑53 and a sample “generic” FSB application to use as a template for developing its own FSB application.

2) Evaluate manufacturer/applicant’s application. Consider: training schedule, location, team size, training, simulator and aircraft flight hours, and operational evaluation flight(s). Have manufacturer/applicant revise the application until it is satisfactory.

3) If applicable, further coordinate application in accordance with AEG Office procedures.

Conditions:

AEG Office/workstation

Standards:

Clear communication with all parties. AEG Office procedures.

Knowledge:

·        AC 120‑53

·        FSB evaluation process

·        FAA internal coordination process

 

 

SUBTASK 7:

Prepare for the FSB evaluation

 

Objective/Skill:

Performance:

Prepare for the FSB evaluation

Conditions:

AEG Office/workstation

Standards:

Efficient preparation

Knowledge:

FSB evaluation process

 

 

ELEMENT 7.1:

Type Inspection Authorization (TIA) preparation

 

Objective/Skill:

Performance:

Ask the FAA Program Manager/Project Officer to list the AEG/FSB on the TIA in section 18(c). Provide sample language.

Conditions:

AEG Office/workstation

Standards:

In accordance with FAA Order 8110.4

Knowledge:

TIA issuance procedures.

 

 

ELEMENT 7.2:

Authorize manufacturer/applicant Instructors to train the FSB.

 

Objective/Skill:

Performance:

1) Request information on proposed Instructors from manufacturer/applicant; resumes, airman & medical certificates, proposed instructional authority (ground/simulator/aircraft).

2) Evaluate proposed instructors including search for FAA airman, PTRS, and EIS databases (if able).

3) Write Instructor Authorization letter to manufacturer/applicant specifying their authority.

Conditions:

AEG Office/workstation

Standards:

In accordance with office procedures and FAA Order 8900.1 “Instructor Authorization”

Knowledge:

FSB Instructor requirements and qualifications.

 

 

ELEMENT 7.3:

Establish FSB flight training and checking profiles

 

Objective/Skill:

Performance:

1) Have the manufacturer/applicant develop proposed FSB flight training and checking profiles including ground and flight hours.

2) Evaluate them.

3) Revise them, as necessary.

Conditions:

AEG Office/workstation

Standards:

Efficient and comprehensive profiles

Knowledge:

·        Airman training and certification standards

·        Evaluation requirements

·        Inspector’s flight experience

 

 

ELEMENT 7.4:

Provide logistical information to FSB members

 

Objective/Skill:

Performance:

1) Ask manufacturer/applicant to prepare ID badges and security clearances for FSB members.

2) Confirm hotel and rental car reservations.

3) Send welcome letter to members including contact information, travel authorization codes (if funded by AEG), and hotel and rental car information

4) Have FSB members obtain their own country clearances if needed for foreign travel.

5) Have FSB members get a supervisor/manager signed 4040‑2 form for their checkride.

Conditions:

AEG Office/workstation

Standards:

Clear and concise communication

Knowledge:

·        Travel rules and funding

·        Country clearances

 

 

ELEMENT 7.5:

Prepare FSB materials for travel

 

Objective/Skill:

Performance:

Prepare FSB member binders and other related supplies: Comment Binder, Camera, Post‑It Notes, Flash Drive, Blank CDs, PTS, and FAA Form 8060‑5.

Conditions:

AEG Office/workstation

Standards:

In accordance with accepted standards

Knowledge:

Materials required to conduct the FSB evaluation.

 

 

ELEMENT 7.6:

Perform pre‑FSB evaluation of aircraft

 

Objective/Skill:

Performance:

1) Obtain statement of aircraft conformity from manufacturer/applicant through AIR.

2) Evaluate aircraft hardware and software to determine if the FSB can use it for the FSB evaluation.

3) Determine if the proposed aircraft hardware and software adequately represents a production version aircraft.

Conditions:

Conformity statement and/or aircraft

Standards:

Aircraft conformity is sufficient to conduct the FSB evaluation

Knowledge:

·        Coordination with FAA ACO.

·        Configuration of production version aircraft.

 

 

ELEMENT 7.7:

Perform evaluation of proposed FSB training program.

 

Objective/Skill:

Performance:

1) Approx. 3 weeks prior to FSB evaluation, evaluate the proposed FSB training program.

2) If deemed necessary, not less than 3 weeks prior to the proposed FSB start date, visit the training site and ensure course curriculum, training devices (CBT, Simulator, etc.) and materials (AFM, FCOM, & QRH) are acceptable to conduct the evaluation.

Conditions:

AEG Office and/or at proposed FSB training site.

Standards:

Assurance that adequate FSB training resources/courseware are available.

Knowledge:

Training programs, curriculum, devices, and materials.

 

 

ELEMENT 7.8:

Prepare draft FSB report template.

 

Objective/Skill:

Performance:

Prepare a draft FSB Report to be used as a template by the FSB team for the final document.

Conditions:

AEG Office/workstation

Standards:

In accordance with AC 120‑53

Knowledge:

FSB Report writing process and available draft templates.

 

 

ELEMENT 7.9:

Prepare a template for tracking FSB comments.

 

Objective/Skill:

Performance:

Prepare a template for FSB comments to communicate and track findings and responses between the FSB and the manufacturer/applicant.

Conditions:

AEG Office/workstation

Standards:

Clear and concise form.

Knowledge:

Comments form format

 

 

ELEMENT 7.10:

Prepare FSB members in‑briefing

 

Objective/Skill:

Performance:

Prepare in‑briefing for FSB members covering all aspects of the evaluation. The briefing is typically delivered onsite, just prior to the FSB evaluation.

Conditions:

AEG Office/workstation

Standards:

Clear and accurate information.

Knowledge:

·     The entire FSB evaluation process.

·     Presentation software.

 

 

ELEMENT 7.11:

Prepare manufacturer/applicant’s in‑briefing

 

Objective/Skill:

Performance:

Prepare in‑briefing for manufacturer/applicant covering all aspects of the evaluation. The briefing is typically delivered to them onsite, at the beginning of the FSB evaluation.

Conditions:

AEG Office/workstation

Standards:

Clear and accurate information.

Knowledge:

·     The entire FSB evaluation process.

·     Presentation software.

 

 

SUBTASK 8:

Conduct FSB evaluation

 

Objective/Skill:

Performance:

Conduct FSB evaluation.

Conditions:

Appropriate training and checking environment

Standards:

Satisfactory completion of FSB evaluation

Knowledge:

The FSB evaluation process.

 

 

ELEMENT 8.1:

Conduct FSB in‑briefing/training session.

 

Objective/Skill:

Performance:

Conduct in‑briefing for FSB members covering all aspects of the evaluation. This is to be delivered onsite, prior to starting the FSB evaluation.

Conditions:

Meeting room

Standards:

FSB members understand their function

Knowledge:

Conducting effective presentations.

 

 

ELEMENT 8.2:

Conduct manufacturer/applicant in‑briefing.

 

Objective/Skill:

Performance:

Conduct in‑briefing for manufacturer/applicant covering all aspects of the evaluation. This is to be delivered onsite the first day of the FSB evaluation. It should include instructors.

Conditions:

Meeting room

Standards:

Manufacturer/applicant personnel understand their function and responsibilities.

Knowledge:

Conducting effective presentations.

 

 

ELEMENT 8.3:

Receive FSB training.

 

Objective/Skill:

Performance:

FSB receives applicable training from training provider. This may be initial and/or differences ground, simulator and/or aircraft training.

Conditions:

In classrooms, simulators and/or aircraft

Standards:

Effective transfer of information

Knowledge:

Effective pilot training methods and standards.

 

 

ELEMENT 8.4:

FSB Chairman prepares to administer tests.

 

Objective/Skill:

Performance:

FSB Chairman prepares to administer appropriate test or checks to FSB members. This may involve developing oral examination questions, developing sample weight and balance and performance problems.

Conditions:

On FSB evaluation site.

Standards:

Thorough preparation for administering the test.

Knowledge:

Airman certification procedures and standards.

 

 

ELEMENT 8.5:

Administer appropriate test or checks to FSB members.

 

Objective/Skill:

Performance:

1) Appropriate test or checks are administered to FSB members.

2) Issue Letter of Authorization (LOA), if aircraft is not yet type certificated and/or pilot type rating is not yet established in FAA Airman Certification branch.

Conditions:

Appropriate to the required test

Standards:

In accordance with AC 120‑53 and FAA Practical Test Standards (PTS)

Knowledge:

Airman certification procedures and standards.

 

 

ELEMENT 8.6:

Conduct aircraft operating rule compliance inspection.

 

Objective/Skill:

Performance:

1) Identify operational and equipment specific regulatory requirements appropriate to the aircraft and all operating rules under which it could be operated.

2) Develop inspection methodology to use in assuring aircraft meets specified rules.

3) Conduct ground inspection of aircraft with appropriate manufacturer/applicant engineering representative (Flight test pilot or engineer preferred).

Conditions:

With aircraft. On ground

Standards:

Thorough and accurate evaluation.

Knowledge:

All applicable/potential operating rules (i.e., 61, 91, 121, 125, 133, 135,137)

 

 

ELEMENT 8.7:

Conduct operational evaluation.

 

Objective/Skill:

Performance:

Perform flights in aircraft on flight segments typical for its intended operation. Include an evaluation of AFM procedures in accordance with AFM JTA.

Conditions:

In flight.

Standards:

Thorough evaluation and documentation of findings

Knowledge:

Operational requirements for the aircraft in the National Airspace System. Knowledge of AEG functions in accordance with FAA Order 8110.4.

 

 

ELEMENT 8.8:

Complete flight deck observer seat(s) evaluation, if applicable.

 

Objective/Skill:

Performance:

See Observer Seat Evaluation JTA

Conditions:

See JTA

Standards:

See JTA

Knowledge:

See JTA.

 

 

ELEMENT 8.9:

Evaluate FSB team comments.

 

Objective/Skill:

Performance:

Assemble FSB team to evaluate, reconsider, and revise (if needed) all comments written by FSB to manufacturer/applicant during the evaluation.

Conditions:

Meeting room with projector.

Standards:

Accurate and concise comments

Knowledge:

·        Conducting meetings.

·        FSB evaluation and follow‑up process.

 

 

ELEMENT 8.10:

Prepare FSB team for writing the FSB Report.

 

Objective/Skill:

Performance:

Train FSB members on ODR differences levels (if applicable) and FSB report writing.

Conditions:

Meeting room with projector.

Standards:

In accordance with AC120‑53

Knowledge:

·        Conducting meetings.

·        AC 120‑53

 

 

ELEMENT 8.11:

Write draft of FSB report with FSB team.

 

Objective/Skill:

Performance:

Develop:

1) ODR/MDR Tables (if applicable)

2) Training, checking, and currency specifications, and

3) Pilot type rating requirements(if applicable).

Conditions:

Meeting room with projector.

Standards:

Accurate, clear, and concise findings.

Knowledge:

·        Conducting meetings.

·        AC 120‑53

 

 

ELEMENT 8.12:

FSB member documentation

 

Objective/Skill:

Performance:

Provide the following to FSB team members:

1) FSB training provider’s course completion certificate and course contents and objectives.

2) FAA equivalent training credit form.

3) Signed FAA form 4040‑2 (if applicable).

Conditions:

AEG Office/workstation

Standards:

In accordance with AEG Office practices

Knowledge:

·        Training provider records.

·        FAA equivalent training credit process (TNA).

 

 

SUBTASK 9:

Conduct out‑briefing to manufacturer/applicant

 

Objective/Skill:

Performance:

Conduct out‑briefing for manufacturer/applicant covering all aspects of the evaluation. This is to be delivered onsite, after the FSB evaluation is complete.

Conditions:

Meeting room

Standards:

Complete transfer of information.

Knowledge:

Conducting effective presentations.

 

 

SUBTASK 10:

Conduct manufacturer/applicant’s initial cadre pilot type rating checkrides (if applicable).

 

Objective/Skill:

Performance:

1) Conduct manufacturer/applicant’s initial cadre pilot type rating checkrides (if applicable).

2) Issue Letter of Authorization (LOA), if aircraft is not yet type certificated and/or pilot type rating is not yet established in FAA Airman Certification branch.

Conditions:

Practical test environment and FAA Practical Test Standards

Standards:

In accordance with appropriate FAA Practical Test Standards

Knowledge:

Airman certification procedures.

 

 

SUBTASK 11:

FSB process improvement

 

Objective/Skill:

Performance:

1) Prepare a list of lessons learned from the evaluation and distribute it to interested parties such as the manufacturer/applicant, FSB members and other FSB chairman in the office, other AEGs and foreign authorities if they participated.

2) Send thank you letters to FSB team through their supervisors. Include letters to foreign authorities if they participated.

Conditions:

AEG Office/workstation

Standards:

Clear and concise.

Knowledge:

FSB evaluation process.

 

 

SUBTASK 12:

Process FSB Report

 

Objective/Skill:

Performance:

1) Have AEG Supervisor/Manager review draft FSB Report. Revise as necessary.

2) Forward the draft FSB report through AFS‑200 for posting on the Internet for a 30 day public comment period.

3) Remove the draft FSB report from the Internet. Address public comments, if any.

4) Send final version of FSB report to Federal Aviation Administration (FAA) headquarters for concurrence.

5) Receive signed concurrence from AFS‑280 and the appropriate Flight Standards divisions (AFS‑200, AFS‑400, and/or AFS‑800).

6) Date and sign the final FSB Report.

7) Post the final FSB report on the Internet.

8) Provide copy of approved FSB report to all FSB members and participating foreign authorities.

Conditions:

AEG Office/workstation

Standards:

Clear communication with all parties.

Knowledge:

·        AC 120‑53

·        FSB evaluation process

·        FAA internal coordination process

·        FSB Process

 

 

SUBTASK 13:

Establish pilot type rating(s) (if applicable).

 

Objective/Skill:

Performance:

1) Prepare pilot type rating recommendation memo and send to AFS‑280 for approval.

2) Receive signed type rating memo from AFS‑200 or AFS‑800 (dependent on aircraft type).

Conditions:

AEG Office/workstation

Standards:

FAA Internal communications procedures

Knowledge:

·        AC 120‑53

·        FSB evaluation process

·        FAA internal coordination process

 

 

SUBTASK 14:

Process airman certificates (if applicable)

 

Objective/Skill:

Performance:

1) Send temporary airmen certificates to those pilots who received type rating checkrides and LOAs, i.e., FSB team members and manufacturer/applicant pilots.

2) Request return of Letter of Authorization (LOA), FAA Form 8710‑1, and original airman certificate.

3) Send airmen applications and original certificates, along with FAA headquarters pilot type rating memo, to FAA Airman Records in Oklahoma City for processing.

Conditions:

AEG Office/workstation

Standards:

No returned airman applications

Knowledge:

Airman certification process.

 

 

SUBTASK 15:

Request FAA training course and FACTS designation

 

Objective/Skill:

Performance:

1) Notify AFS‑500 of the new aircraft model and/or new pilot type rating (if applicable). Request that they develop new FAA pilot initial, recurrent, and differences (if, applicable) training courses.

2) Notify ASW‑280 of the new aircraft model and/or new pilot type rating (if applicable). Request that they designate the new model in Flight Standards Inspector Resource Program (FSIRP) and Flight Activity and Crew Tracking System (FACTS).

Conditions:

AEG Office/workstation

Standards:

In accordance with AFS‑500 procedures

Knowledge:

·        FAA training course development process.

·        FAA FACTS and FSIRP processes.

 

 

SUBTASK 16:

Request documents from manufacturer/applicant

 

Objective/Skill:

Performance:

If needed, ask manufacturer/applicant for FSB Chairman subscription to Aircraft Flight Manual (AFM), Quick Reference Handbook (QRH), and/or Flight Crew Operating Manual (FCOM) or similar documents.

Conditions:

AEG Office/workstation

Standards:

In accordance with accepted standards

Knowledge:

Knowledge:

Manufacturer/applicant publication subscription process.

 

SUBTASK 17:

Close AEG office project record

 

Objective/Skill:

Performance:

1. Close AEG project record, and

2. Close file folders (if applicable).

Conditions:

AEG office files.

Standards:

In accordance with office practices for use of AEG filing.

Knowledge:

Office practices for use of AEG filing.

 

 

SUBTASK 18:

Request stakeholder/customer feedback.

 

Objective/Skill:

Performance:

Solicit feedback from stakeholder(s) and/or customer(s) on the FOEB process.

Conditions:

AEG Office/workstation

Standards:

In accordance with stakeholder customer feedback process.

Knowledge:

Stakeholder customer feedback process.