Guidance for operators implementing training and checking systems

The following guide outlines the process for operators to exit from the exemption contained in CASA EX87/21. It also addresses issues for operators who may need guidance when planning their training and checking under the new rules.

Read our 'Key information for Part 119 and 138 operators implementing a training and checking system' for the all the latest information. The following is a summary of key points from the document.

Key person - Head of training and checking

This section outlines the requirements for a head of training and checking (HOTC), including:

  • Part 119 operators’ responsibilities to fulfil the head of training and checking (HOTC)
  • Part 138 operators’ responsibilities to fulfil the HOTC
  • information about part-time HOTC.

Training and checking flights process

In this section, we discuss:

  • carrying out training and checking
  • flights involving abnormal or emergency situation simulations
  • operator flexibility to determine how training and checking flights are carried out.
  • how proficiency checks may be carried out on different flights

Training and checking pilots

Here we outline information around the training and checking pilots, including:

  • flexibility around employment arrangements between an operator and training and checking personnel
  • Part 121 proficiency and training check pilot personnel requirements
  • Part 133, 135 or 138 training and checking pilot personnel requirements.

Contract or freelance training and checking pilots working for multiple operators

This section outlines details about employing contract or freelance pilots to carry out checks. This section also includes:

  • flexibility of employment arrangements for T&C personnel
  • training for training and checking personnel
  • nomination of training and checking personnel in the exposition / operations manual
  • privileges of the head of operations of a Part 138 operator for training and checking.

The location, the check pilot and the aircraft used for a proficiency check

Here we outline information around the requirements for training and checking pilots, including:

  • flexibility in the location of training and checking events
  • who could conduct  flight crew member proficiency checks (FCMPC)
  • aircraft type to be used for the checks.

Proficiency checks - guidance for air transport and aerial work operators employing pilots who are required to fly multiple types

This section provides advice and guidance for air transport and aerial work operators looking to employ pilots who are required to fly multiple types. It also includes:

  • determining whether the FCMs competency in one aircraft type can satisfy requirements in another
  • FCMPC content, and the processes used to carry out FCMPCs and develop content and processes in their exposition / operations manual
  • guidance on how operators could consider some general check competencies.

Operators using external providers for flight reviews and IPC’s

In this section, we outline:

  • when operators could still use existing flight instructors or examiners to do operator proficiency checks
  • guidance for VFR and IFR operations.

Transitional arrangements for proficiency checks after 2 March 2023

This section introduces details of transition arrangements for existing pilots that create a staggered timeline for the conduct of:

  • how previously conducted checks can substitute for new Part 133, 135 and 138 flight crew member proficiency checks (FCMPC)
  • Part 121 line and proficiency checks after 2 March 2023.
Last updated:
23 Aug 2022
Online version available at: https://www.casa.gov.au//operations-safety-and-travel/training-and-checking-systems/guidance-operators-implementing-training-and-checking-systems
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