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GM2 SPA.NVIS.130(f) Crew requirements for NVIS operations

ED Decision 2022/012/R

INSTRUCTION – GROUND TRAINING AREAS OF INSTRUCTION

A detailed example of possible subjects to be instructed in an NVIS ground instruction is included below. (The exact details may not always be applicable, e.g. due to goggle configuration differences.)

Table 1

Ground training areas of instruction

Item

Subject Area

Subject Details

Recommended Time

1

General anatomy and characteristics of the eye

Anatomy:

Overall structure of the eye

Cones

Rods

Visual deficiencies:

myopia

hyperopia

astigmatism

presbyopia

Effects of light on night vision & NV protection

physiology:

Light levels

illumination

luminance

reflectance

contrast

Types of vision:

photopic

mesopic

scotopic

Day versus night vision

Dark adaptation process:

dark adaptation

pre-adaptive state

Purkinje shift

Ocular chromatic aberration

Photochromatic interval

1 hour

2

Night vision human factors

Night blind spot (as compared to day blind spot)

Field of view and peripheral vision

Distance estimation and depth perception:

monocular cues

motion parallax

geometric perspective

size constancy

overlapping contours or interposition of objects

Aerial perspective:

variations in colour or shade

loss of detail or texture

position of light source

direction of shadows

Binocular cues

Night vision techniques:

off-centre vision

scanning

shapes and silhouettes

1 hour

Vestibular illusions

Somatogyral illusions:

leans

graveyard spin

coriolis illusion

Somatogravic illusions:

oculographic illusions

elevator illusion

oculoagravic illusions

Proprioceptive illusions

Dealing with spatial disorientation

Visual illusions:

auto kinetic illusion

confusion with ground lights

relative motion

reversible perspective illusion

false vertical and horizontal cues

altered planes of reference

height /depth perception illusion

flicker vertigo

fascination (fixation)

structural illusions

size-distance illusion

Helicopter design limitations:

windscreen condition

helicopter instrument design

helicopter structural obstruction

interior lights

exterior lights

Self-imposed stresses:

drugs

exhaustion

alcohol

tobacco

hypoglycaemia

injuries

physical fitness

Stress & fatigue:

acute vs. chronic

prevention

Hypoxia issues and night vision

Weather/environmental conditions:

snow (white-out)

dust (brown-out)

haze

fog

rain

light level

Astronomical lights (moon, star, northern lights)

Effects of cloud cover

3

NVIS general characteristics

Definitions and types of NVIS:

light spectrum

types of NVIS

Thermal-imaging devices

Image-intensifier devices

Image-intensifier operational theory

Types of image intensifier systems:

generation 1

generation 2

generation 3

generation 4

type I / II

class A & B minus blue filter

NVIS equipment

shipping and storage case

carrying case

binocular assembly

lens caps

lens paper

operators manual

power pack (dual battery)

batteries

Characteristics of NVIS:

light amplification

light intensification

frequency sensitivity

visual range acuity

unaided peripheral vision

weight

flip-up device

break-away feature

neck cord

maintenance issues

human factor issues

Description and functions of NVIS components:

helmet visor cover and extension strap

helmet NVIS mount and attachment points

different mount options for various helmets

lock release button

vertical adjustment knob

low battery indicator

binocular assembly

monocular tubes

fore and aft adjustment knob

eye span knob

tilt adjustment lever

objective focus rings

eyepiece focus rings

battery pack

1 hour

4

NVIS care & cleaning

Handling procedures

NVIS operating instructions:

pre-mounting inspection

mounting procedures

focusing procedures

faults

Post-flight procedures;

Deficiencies: type and recognition of faults:

acceptable faults

black spots

chicken wire

fixed pattern noise (honeycomb effect)

output brightness variation

bright spots

image disparity

image distortion

emission points

unacceptable faults:

shading

edge glow

fashing, flickering or intermittent operation

Cleaning procedures

Care of batteries

Hazardous material considerations;

1 hour

5

Pre- & post-flight procedures

Inspect NVIS

Carrying case condition

Nitrogen purge due date

Collimation test due date

Screens diagram(s) of any faults

NVIS kit: complete

NVIS binocular assembly condition

Battery pack and quick disconnect condition

Batteries life expended so far

Mount battery pack onto helmet:

verify no LED showing (good battery)

fail battery by opening cap and LED illuminates (both compartments)

Mount NVIS onto helmet

Adjust and focus NVIS

Eye-span to known inter-pupillary distance

Eye piece focus ring to zero

Adjustments:

vertical

fore and aft

tilt

eye-span (fine-tuning)

Focus (one eye at a time at 20 ft, then at 30 ft from an eye chart)

objective focus ring

eye piece focus ring

verify both images are harmonised

read eye-chart 20/40 line from 20 ft

NVIS mission planning

NVIS light level planning

NVIS risk assessment

1 hour

6

NVIS terrain interpretation and environmental factors

Night terrain interpretation

Light sources:

natural

lunar

solar

starlight

northern lights

artificial

cultural

infra-red

Meteorological conditions:

clouds/fog

indications of restriction to visibility:

loss of celestial lights

loss of ground lights

reduced ambient light levels

reduced visual acuity

increase in video noise

increase in halo effect

Cues for visual recognition:

object size

object shape

contrast

ambient light

colour

texture

background

reflectivity

Factors affecting terrain interpretation:

ambient light

flight altitudes

terrain type

Seasons

Night navigation cues:

terrain relief

vegetation

hydrographical features

cultural features

1 hour

7

NVIS training & equipment requirements

Cover the relevant regulations and guidelines that pertain to night and NVIS flight to include as a minimum:

Crew experience requirements;

Crew training requirements;

Airspace requirements;

Night / NVIS MEL;

NVIS / night weather limits;

NVIS equipment minimum standard requirements.

1 hour

8

NVIS emergency procedures

Cover relevant emergency procedures:

Inadvertent IMC procedures

NVIS goggle failure

Helicopter emergencies:

with goggles

transition from goggles

1 hour

9

NVIS flight techniques

Respective flight techniques for each phase of flight for the type and class of helicopter used for NVIS training

1 hour

10

Basic instrument techniques

Present and confirm understanding of basic instrument flight techniques:

Instrument scan

Role of instruments in NVIS flight

Unusual attitude recovery procedures

1 hour

11

Blind cockpit drills

Perform blind cockpit drills:

Switches

Circuit breakers

Exit mechanisms

External / internal lighting

Avionics

1 hour

GM3 SPA.NVIS.130(f) Crew requirements for NVIS operations

ED Decision 2022/012/R

FLIGHT TRAINING – AREAS OF INSTRUCTION

A detailed example of possible subjects to be instructed in a NVIS flight instruction is included below.

Table 1

Flight training areas of instruction

Item

Subject Area

Subject Details

Recommended Time

1

Ground operations

NVIS equipment assembly

Pre-flight inspection of NVISs

Helicopter pre-flight

NVIS flight planning:

light level planning

meteorology

obstacles and known hazards

risk analysis matrix

CRM concerns

NVIS emergency procedures review

Start-up/shut down

Goggling and degoggling

1 hour

2

General handling

Level turns, climbs, and descents

For helicopters, confined areas and sloped landings

Operation specific flight tasks

Transition from aided to unaided flight

Demonstration of NVIS related ambient and cultural effects

1 hour

3

Take-offs & landings

At both improved illuminated areas such as airports/airfields and unimproved unlit areas such as open fields

Traffic pattern

Low speed manoeuvres for helicopters

1 hour

4

Navigation

Navigation over variety of terrain and under different cultural lighting conditions

1 hour

5

Emergency procedures

Goggle failure

Helicopter emergencies

Inadvertent IMC

Unusual attitude recovery

1 hour

GM4 SPA.NVIS.130(f) Crew requirements for NVIS operations

ED Decision 2022/012/R

NVIS PRE-FLIGHT BRIEFING/CHECKLIST

A detailed example of a pre-flight briefing/checklist is included below.

Table 1

NVIS pre-flight briefing/checklist

Item

Subject

1

Weather:

METAR/forecast

Cloud cover/dew point spread/precipitation

2

OPS items:

NOTAMs

IFR publications backup/maps

Goggles adjusted using test set (RTCA Document DO-275 [NVIS MOPS], Appendices G & H give suggested NVG pre-flight and adjustment procedures and a ground test checklist)

3

Ambient light:

Moon rise/set/phase/position/elevation

% illumination and millilux (MLX) for duration of flight

Recommended minimum MLX: 1.5

4

Mission:

Mission outline

Terrain appreciation

Detailed manoeuvres

Flight timings

Start/airborne/debrief

Airspace coordination for NVIS

Obstacles/minimum safe altitude

NVIS goggle up/degoggle location/procedure

Instrument IFR checks

5

Crew:

Crew day/experience

Crew position

Equipment: NVIS, case, video, flashlights

Lookout duties: left hand seat (LHS) – from 90° left to 45° right, RHS – from 90° right to 45° left;

Calling of hazards/movements landing light

Transfer of control terminology

Below 100 ft AGL – pilot monitoring (PM) ready to assume control

6

Helicopter:

Helicopter configuration

Fuel and CG

7

Emergencies:

NVIS failure: cruise and low level flight

Inadvertent IMC/IFR recovery

Helicopter emergency: critical & non-critical

GM5 SPA.NVIS.130(f) Crew requirements for NVIS operations

ED Decision 2022/012/R

CREW TRAINING AND CHECKING — SUITABLE FSTD — NVIS OPERATIONS UNDER IFR

The FSTD may be a generic FSTD and may have no motion system.

SPA.NVIS.140 Information and documentation

Regulation (EU) No 965/2012

The operator shall ensure that, as part of its risk analysis and management process, risks associated with the NVIS environment are minimised by specifying in the operations manual: selection, composition and training of crews; levels of equipment and dispatch criteria; and operating procedures and minima, such that normal and likely abnormal operations are described and adequately mitigated.

AMC1 SPA.NVIS.140 Information and documentation

ED Decision 2012/019/R

OPERATIONS MANUAL

The operations manual should include:

(a)equipment to be carried and its limitations;

(b)the minimum equipment list (MEL) entry covering the equipment specified;

(c)risk analysis, mitigation and management;

(d)pre- and post-flight procedures and documentation;

(e)selection and composition of crew;

(f)crew coordination procedures, including:

(1)flight briefing;

(2)procedures when one crew member is wearing NVG and/or procedures when two or more crew members are wearing NVGs;

(3)procedures for the transition to and from NVIS flight;

(4)use of the radio altimeter on an NVIS flight; and

(5)inadvertent instrument meteorological conditions (IMC) and helicopter recovery procedures, including unusual attitude recovery procedures;

(g)the NVIS training syllabus;

(h)in-flight procedures for assessing visibility, to ensure that operations are not conducted below the minima stipulated for non-assisted night VFR operations;

(i)weather minima, taking the underlying activity into account; and

(j)the minimum transition heights to/from an NVIS flight.

GM1 SPA.NVIS.140 Information and documentation

ED Decision 2022/012/R

CONCEPT OF OPERATIONS

Night Vision Imaging System for Civil Operators

Foreword

This document, initially incorporated in JAA TGL-34, prepared by a Sub-Group of EUROCAE Working Group 57 “Night Vision Imaging System (NVIS) Standardisation” is an abbreviated and modified version of the RTCA Report DO-268 “Concept Of Operations – Night Vision Imaging Systems For Civil Operators” which was prepared in the USA by RTCA Special Committee 196 (SC-196) and approved by the RTCA Technical Management Committee in March 2001.

The EUROCAE Working Group 57 (WG-57) Terms of Reference included a task to prepare a Concept of Operations (CONOPS) document describing the use of NVIS in Europe. To complete this task, a Sub-Group of WG-57 reviewed the RTCA SC-196 CONOPS (DO-268) to assess its applicability for use in Europe. Whilst the RTCA document was considered generally applicable, some of its content, such as crew eligibility and qualifications and the detail of the training requirements, was considered to be material more appropriately addressed in Europe by at that time other Joint Aviation Requirements (JAR) documents such as JAR-OPS and JAR-FCL. Consequently, WG-57 condensed the RTCA CONOPS document by removing this material which is either already addressed by other JAR documents or will be covered by the Agency’s documents in the future.

In addition, many of the technical standards already covered in the Minimum Operational Performance Standards (MOPS) for Integrated Night Vision Imaging System Equipment (DO-275) have been deleted in this European CONOPS.

Executive summary

The hours of darkness add to a pilot’s workload by decreasing those visual cues commonly used during daylight operations. The decreased ability of a pilot to see and avoid obstructions at night has been a subject of discussion since aviators first attempted to operate at night. Technology advancements in the late 1960s and early 1970s provided military aviators some limited ability to see at night and therein changed the scope of military night operations. Continuing technological improvements have advanced the capability and reliability of night vision imaging systems to the point that they are receiving increasing scrutiny are generally accepted by the public and are viewed by many as a tool for night flight.

Simply stated, night vision imaging systems are an aid to night VFR flight. Currently, such systems consist of a set of night vision goggles and normally a complementary array of cockpit lighting modifications. The specifications of these two sub-system elements are interdependent and, as technology advances, the characteristics associated with each element are expected to evolve. The complete description and performance standards of the night vision goggles and cockpit lighting modifications appropriate to civil aviation are contained in the Minimum Operational Performance Standards for Integrated Night Vision Imaging System Equipment.

An increasing interest on the part of civil operators to conduct night operations has brought a corresponding increased level of interest in employing night vision imaging systems. However, the night vision imaging systems do have performance limitations. Therefore, it is incumbent on the operator to employ proper training methods and operating procedures to minimise these limitations to ensure safe operations. In turn, operators employing night vision imaging systems must have the guidance and support of their regulatory agency in order to safely train and operate with these systems.

The role of the regulatory agencies in this matter is to develop the technical standard orders for the hardware as well as the advisory material and inspector handbook materials for the operations and training aspect. In addition, those agencies charged with providing flight weather information should modify their products to include the night vision imaging systems flight data elements not currently provided.

An FAA study (DOT/FAA/RD-94/21, 1994) best summarised the need for night vision imaging systems by stating, ‘When properly used, NVGs can increase safety, enhance situational awareness, and reduce pilot workload and stress that are typically associated with night operations.’

Concept of operations — NVIS operations under IFR

The NVIS can be useful to assess the environment when not in a cloud layer if procedures are established for its use. It may also be useful for decision-making before cancelling IFR and during the transition from instrument flight to visual flight under IFR.

During departure, the NVIS provides extra safety if used correctly. This is especially true for a departure where the instruction is to proceed VFR from the FATO to the initial departure fix (IDF) because VFR departures provide no obstacle protection. It could also be useful for other instrument departures.

During the transition to visual flight, the NVIS provides additional safety because the visibility may be very different with or without the NVIS, and it may help to assess the situation.

The scanning of instruments and of external cues will be modified. Multi-crew operations with SOPs and the relevant training should be in place.

Operator SOPs may define that when one of the crew members uses the NVGs in a flippeddown position, the other should have the NVGs flipped up and should monitor the flight instruments and navigation instruments used for the flight. In this case, the continuity of the crew concept will rely on efficient crew communication.

In other situations and operations, the operator SOPs may also define that both crew members have NVGs in the flipped-down position, using the capability to look below the NVGs to monitor both the instruments and the VMC situation.

2.TERMINOLOGY

2.1Night vision goggles

An NVG is a binocular appliance that amplifies ambient light and is worn by a pilot. The NVG enhances the wearer’s ability to maintain visual surface reference at night.

2.1.1Type

Type refers to the design of the NVG with regards to the manner in which the image is relayed to the pilot. A Type 1 NVG is one in which the image is viewed directly in-line with the image intensification process. A Type 1 NVG is also referred to as “direct view” goggle. A Type 2 NVG is one in which the image intensifier is not in-line with the image viewed by the pilot. In this design, the image may be reflected several times before being projected onto a combiner in front of the pilot’s eyes. A Type 2 NVG is also referred to as an “indirect view” goggle.

2.1.2Class

Class is a terminology used to describe the filter present on the NVG objective lens. The filter restricts the transmission of light below a determined frequency. This allows the cockpit lighting to be designed and installed in a manner that does not adversely affect NVG performance.

2.1.2.1 Class A

Class A or “minus blue” NVGs incorporate a filter, which generally imposes a 625 nanometercutoff. Thus, the use of colours in the cockpit (e.g., colour displays, colour warning lights, etc.) may be limited. The blue green region of the light spectrum is allowed through the filter.

2.1.2.2 Class B

Class B NVGs incorporate a filter that generally imposes a 665 nanometercutoff. Thus, the cockpit lighting design may incorporate more colours since the filter eliminates some yellows and oranges from entering the intensification process.

2.1.2.3 Modified class B

Modified Class B NVGs incorporate a variation of a Class B filter but also incorporates a notch filter in the green spectrum that allows a small percentage of light into the image intensification process. Therefore, a Modified Class B NVG allows pilots to view fixed head-up display (HUD) symbology through the NVG without the HUD energy adversely affecting NVG performance.

2.1.3 Generation

Generation refers to the technological design of an image intensifier. Systems incorporating these light-amplifying image intensifiers were first used during WWII and were operationally fielded by the US military during the Vietnam era. These systems were large, heavy and poorly performing devices that were unsuitable for aviation use, and were termed Generation I (Gen I). Gen II devices represented a significant technological advancement and provided a system that could be head-mounted for use in ground vehicles. Gen III devices represented another significant technological advancement in image intensification, and provided a system that was designed for aviation use. Although not yet fielded, there are prototype NVGs that include technological advances that may necessitate a Gen IV designation if placed into production. Because of the variations in interpretations as to generation, NVGs will not be referred to by the generation designation.

2.1.4 OMNIBUS

The term OMNIBUS refers to a US Army contract vehicle that has been used over the years to procure NVGs. Each successive OMNIBUS contract included NVGs that demonstrated improved performance. There have been five contracts since the mid 1980s, the most current being OMNIBUS V. There may be several variations of NVGs within a single OMNIBUS purchase, and some NVGs from previous OMNIBUS contracts have been upgraded in performance to match the performance of goggles from later contracts. Because of these variations, NVGs will not be referred to by the OMNIBUS designation.

2.1.5 Resolution and visual acuity

Resolution refers to the capability of the NVG to present an image that makes clear and distinguishable the separate components of a scene or object.

Visual acuity is the relative ability of the human eye to resolve detail and interpret an image.

2.2Aviation night vision imaging system (NVIS)

The Night Vision Imaging System is the integration of all elements required to successfully and safely operate an aircraft with night vision goggles. The system includes at a minimum NVGs, NVIS lighting, other aircraft components, training, and continuing airworthiness.

2.2.1 Look under (under view)

Look under is the ability of pilots to look under or around the NVG to view inside and outside the aircraft.

2.3 NVIS lighting

An aircraft lighting system that has been modified or designed for use with NVGs and which does not degrade the performance of the NVG beyond acceptable standards, is designated as NVIS lighting. This can apply to both interior and exterior lighting.

2.3.1 Design considerations

As the choice of NVG filter drives the cockpit lighting design, it is important to know which goggle will be used in which cockpit. Since the filter in a Class A NVG allows wavelengths above 625 nanometers into the intensification process, it should not be used in a cockpit designed for Class B or Modified Class B NVGs. However, since the filter in a Class B and Modified Class B NVGs is more restrictive than that in a Class ANVG, the Class B or Modified Class B NVG can be used with either Class A or Class B cockpit lighting designs.

2.3.2 Compatible

Compatibility, with respect to an NVIS system, includes a number of different factors: compatibility of internal and external lighting with the NVG, compatibility of the NVG with the crew station design (e.g., proximity of the canopy or windows, proximity of overhead panels, operability of controls, etc.), compatibility of crew equipment with the NVG and compatibility with respect to colour discrimination and identification (e.g., caution and warning lights still maintain amber and red colours). The purpose of this paragraph is to discuss compatibility with respect to aircraft lighting. An NVIS lighting system, internal and external, is considered compatible if it adheres to the following requirements:

1.the internal and external lighting does not adversely affect the operation of the NVG during any phase of the NVIS operation;

2.the internal lighting provides adequate illumination of aircraft cockpit instruments, displays and controls for unaided operations and for “look-under” viewing during aided operations; and

3.The external lighting aids in the detection and separation by other aircraft.

NVIS lighting compatibility can be achieved in a variety of ways that can include, but is not limited to, modification of light sources, light filters or by virtue of location. Once aircraft lighting is modified for using NVGs, it is important to keep in mind that changes in the crew station (e.g., addition of new display) must be assessed relative to the effect on NVIS compatibility.

2.4. NVIS operation

A night flight wherein the pilot maintains visual surface reference using NVGs in an aircraft that is NVIS approved

2.4.1 Aided

Aided flight is flight with NVGs in an operational position.

2.4.2 Unaided

Unaided flight is a flight without NVGs or a flight with NVGs in a non-operational position.

3. SYSTEM DESCRIPTION

3.1 NVIS capabilities

NVIS generally provides the pilot an image of the outside scene that is enhanced compared to that provided by the unaided, dark-adapted eye. However, NVIS may not provide the user an image equal to that observed during daylight. Since the user has an enhanced visual capability, situational awareness is generally improved.

3.1.1 Critical elements

The following critical elements are the underlying assumptions in the system description for NVIS:

1.aircraft internal lighting has been modified or initially designed to be compatible;

2.environmental conditions are adequate for the use of NVIS (e.g. enough illumination is present, weather conditions are favourable, etc.);

3.the NVIS has been properly maintained in accordance with the minimum operational performance standards;

4.a proper pre-flight has been performed on the NVIS confirming operation in accordance with the continued airworthiness standards and training guidelines; and

5.the pilot(s) has been properly trained and meets recency of experience requirements.

Even when insuring that these conditions are met, there still are many variables that can adversely affect the safe and effective use of NVIS (e.g., flying towards a low angle moon, flying in a shadowed area, flying near extensive cultural lighting, flying over low contrast terrain, etc.). It is important to understand these assumptions and limitations when discussing the capabilities provided by the use of NVIS.

3.1.2 Situation awareness

Situation awareness, being defined as the degree of perceptual accuracy achieved in the comprehension of all factors affecting an aircraft and crew at a given time, is improved at night when using NVG during NVIS operations. This is achieved by providing the pilot with more visual cues than is normally available under most conditions when operating an aircraft unaided at night. However, it is but one source of the factors necessary for maintaining an acceptable level of situational awareness.

3.1.2.1 Environment detection and identification

An advantage of using NVIS is the enhanced ability to detect, identify, and avoid terrain and/or obstacles that present a hazard to night operations. Correspondingly, NVIS aid in night navigation by allowing the aircrew to view waypoints and features.

Being able to visually locate and then (in some cases) identify objects or areas critical to operational success will also enhance operational effectiveness. Finally, use of NVIS may allow pilots to detect other aircraft more easily.

3.1.3 Emergency situations

NVIS generally improve situational awareness, facilitating the pilot’s workload during emergencies. Should an emergency arise that requires an immediate landing, NVIS may provide the pilot with a means of locating a suitable landing area and conducting a landing. The pilot must determine if the use of NVIS during emergencies is appropriate. In certain instances, it may be more advantageous for the pilot to remove the NVG during the performance of an emergency procedure.

3.2.1 NVG design characteristics

There are limitations inherent in the current NVG design.

3.2.1.1 Visual acuity

The pilot’s visual acuity with NVGs is less than normal daytime visual acuity.

3.2.1.2 Field of view

Unaided field of view (FOV) covers an elliptical area that is approximately 120° lateral by 80° vertical, whereas the field of view of current Type I NVG systems is nominally 40° and is circular. Both the reduced field of view of the image and the resultant decrease in peripheral vision can increase the pilot’s susceptibility to misperceptions and illusions. Proper scanning techniques must be employed to reduce the susceptibility to misperception and illusions.

3.2.1.3 Field of regard

The NVG has a limited FOV but, because it is head-mounted, that FOV can be scanned when viewing the outside scene. The total area that the FOV can be scanned is called the field of regard (FOR). The FOR will vary depending on several factors: physiological limit of head movement, NVG design (e.g., protrusion of the binocular assembly, etc.) and cockpit design issues (e.g., proximity of canopy or window, seat location, canopy bow, etc.).

3.2.1.4 NVG weight & centre of gravity

The increased weight and forward CG projection of head supported devices may have detrimental effects on pilot performance due to neck muscle strain and fatigue. There also maybe an increased risk of neck injury in crashes.

3.2.1.5 Monochromatic image

The NVG image currently appears in shades of green. Since there is only one colour, the image is said to be “monochromatic”. This colour was chosen mostly because the human eye can see more detail at lower brightness levels when viewing shades of green. Colour differences between components in a scene helps one discriminate between objects and aids in object recognition, depth perception and distance estimation. The lack of colour variation in the NVG image will degrade these capabilities to varying degrees.

3.2.1.6 Ambient or artificial light

The NVG requires some degree of light (energy) in order to function. Low light levels, non-compatible aircraft lighting and poor windshield/window light transmissibility, diminish the performance capability of the NVG. It is the pilot’s responsibility to determine when to transition from aided to unaided due to unacceptable NVG performance.

3.2.1.7 LED lights

Some red obstacle lights and other artificial lights that are clearly visible to the naked eye are not visible to NVGs. These obstacle lights may employ LED instead of traditional incandescent sources. The use of LED lights is becoming more common for almost all lighting applications because of their extensive lifetime and low energy consumption.

Aviation red light ranges from about 610 to 700 nanometres (nm), and NVGs approved for civil aviation (having a Class B Minus Blue Filter) are only sensitive to energy ranging from 665 to about 930 nm. LED and other artificial lights may have a relatively narrow emission band (around 630 nm ± 20 nm) and that band is below the range in which NVGs are sensitive and LEDs do not emit infrared energy like incandescent lights for obstacle red lights.

In general terms, NVG users should be aware that obstacle lighting systems and other artificial lights that fall outside the combined visible and near-infrared spectrum of NVGs (approximately 665 to 930 nm) will not be visible to their goggles. Other obstacle lights may use a wavelength very close to the approximate cut-off wavelength of 665 nm and will remain visible to the goggles, but they will be dimmed and will be better seen with the naked eye.

Full awareness of obstacle lights can only be achieved with an unaided scan.

3.2.2 Physiological and other conditions

3.2.2.1 Cockpit resource management

Due to the inherent limitations of NVIS operations, there is a requirement to place emphasis on NVIS related cockpit resource management (CRM). This applies to both single and multi-pilot cockpit environments. Consequently, NVIS flight requires effective CRM between the pilot(s), controlling agencies and other supporting personnel. An appropriate venue for addressing this issue is the pre-flight NVIS mission brief.

3.2.2.2 Fatigue

Physiological limitations that are prevalent during the hours of darkness along with the limitations associated with NVGs, may have a significant impact on NVIS operations. Some of these limitations are the effects of fatigue (both acute and chronic), stress, eyestrain, working outside the pilot’s normal circadian rhythm envelope, increased helmet weight, aggressive scanning techniques associated with NVIS, and various human factors engineering concerns that may have a direct influence on how the pilot works in the aircraft while wearing NVGs. These limitations may be mitigated through proper training and recognition, experience, adaptation, rest, risk management, and proper crew rest/duty cycles.

3.2.2.3 Over-confidence

Compared to other types of flight operations, there may be an increased tendency by the pilot to over-estimate the capabilities of the NVIS.

3.2.2.4 Spatial orientation

There are two types of vision used in maintaining spatial orientation: central (focal) vision and peripheral (ambient) vision. Focal vision requires conscious processing and is slow, whereas peripheral information is processed subconsciously at a very fast rate. During daytime, spatial orientation is maintained by inputs from both focal vision and peripheral vision, with peripheral vision providing the great majority of the information. When using NVGs, peripheral vision can be significantly degraded if not completely absent. In this case, the pilot must rely on focal vision to interpret the NVG image as well as the information from flight instruments in order to maintain spatial orientation and situation awareness. Even though maintaining spatial orientation requires more effort when using NVGs than during daytime, it is much improved over night unaided operations where the only information is obtained through flight instruments. However, anything that degrades the NVG image to a point where the horizon is not visualised and/or ground reference is lost or significantly degraded will necessitate a reversion to flight on instruments until adequate external visual references can be established. Making this transition quickly and effectively is vital in order to avoid spatial disorientation. Additionally, added focal task loading during the operation (e.g., communications, looking at displays, processing navigational information, etc.) will compete with the focal requirement for interpreting the NVG image and flight instruments. Spatial disorientation can result when the task loading increases to a point where the outside scene and/or the flight instruments are not properly scanned. This potential can be mitigated to some extent through effective training and experience.

3.2.2.5 Depth perception & distance estimation

When flying, it is important for pilots to be able to accurately employ depth perception and distance estimation techniques. To accomplish this, pilots use both binocular and monocular vision. Binocular vision requires the use of both eyes working together, and, practically speaking, is useful only out to approximately 100 ft.

Binocular vision is particularly useful when flying close to the ground and/or near objects (e.g. landing a helicopter in a small landing zone). Monocular vision can be accomplished with either eye alone, and is the type of vision used for depth perception and distance estimation when viewing beyond approximately 100 ft. Monocular vision is the predominant type of vision used when flying fixed wing aircraft, and also when flying helicopters and using cues beyond 100 ft. When viewing an NVG image, the two eyes can no longer provide accurate binocular information, even though the NVG used when flying is a binocular system. This has to do with the way the eyes function physiologically (e.g. accommodation, stereopsis, etc.) and the design of the NVG (i.e. a binocular system with a fixed channel for each eye). Therefore, binocular depth perception and distance estimation tasking when viewing terrain or objects with an NVG within 100 ft is significantly degraded. Since monocular vision does not require both eyes working together, the adverse impact on depth perception and distance estimation is much less, and is mostly dependent on the quality of the NVG image. If the image is very good and there are objects in the scene to use for monocular cueing (especially objects with which the pilot is familiar), then distance estimation and depth perception tasking will remain accurate. However, if the image is degraded (e.g., low illumination, airborne obscurants, etc.) and/or there are few or unfamiliar objects in the scene, depth perception and distance estimation will be degraded to some extent. In summary, pilots using NVG will maintain the ability to accurately perceive depth and estimate distances, but it will depend on the distances used and the quality of the NVG image.

Pilots maintain some ability to perceive depth and distance when using NVGs by employing monocular cues. However, these capabilities may be degraded to varying degrees.

3.2.2.6 Instrument lighting brightness considerations

When viewing the NVG image, the brightness of the image will affect the amount of time it takes to adapt to the brightness level of the instrument lighting, thereby affecting the time it takes to interpret information provided by the instruments. The higher the quality (figure of merit (FOM), resolution, filters, contrast, etc.) of the ‘tubes’, the less critical this effect becomes.

For example, if the instrument lighting is fairly bright, the time it takes to interpret information provided by the instruments may be instantaneous. However, if the brightness of the lighting is set to a very low level, it may take several seconds to interpret the information, thus increasing the heads-down time and increasing the risk of spatial disorientation. It is important to ensure that instrument lighting is kept at a brightness level that makes it easy to rapidly interpret the information. This will likely be brighter than the one that is used during unaided operations. If the NVGs are used in the transition phase from IFR to VFR, the brightness level of the instrument lighting should be set in advance.

3.2.2.7 Dark adaptation time from NVG to unaided operations

When viewing an NVG image, both rods and cones are being stimulated (i.e., mesopic vision), but the brightness of the image is reducing the effectiveness of rod cells. If the outside scene is bright enough (e.g., urban area, bright landing pad, etc.), both rods and cones will continue to be stimulated. In this case there will be no improvement in acuity over time and the best acuity is essentially instantaneous. In some cases (e.g., rural area with scattered cultural lights), the outside scene will not be bright enough to stimulate the cones and some amount of time will be required for the rods to fully adapt. In this case it may take the rods one to two minutes to fully adapt for the best acuity to be realised. If the outside scene is very dark (e.g., no cultural lights and no moon), it may take up to five minutes to fully adapt to the outside scene after removing the NVGs. The preceding are general guidelines and the time required to fully adapt to the outside scene once removing the NVG depends on many variables: the length of time the NVG has been used, whether or not the pilot was dark adapted prior to flight, the brightness of the outside scene, the brightness of cockpit lighting, and variability in visual function among the population. It is important to understand the concept and to note the time requirements for the given operation.

3.2.2.8 Complacency

Pilots must understand the importance of avoiding complacency during NVG flights. Similar to other specialised flight operations, complacency may lead to an acceptance of situations that would normally not be permitted. Attention span and vigilance are reduced, important elements in a task series are overlooked, and scanning patterns, which are essential for situational awareness, break down (usually due to fixation on a single instrument, object or task). Critical but routine tasks are often skipped.

3.2.2.9 Experience

High levels of NVIS proficiency, along with a well-balanced NVIS experience base, will help to offset many of the visual performance degradations associated with night operations. NVIS experience is a result of proper training coupled with numerous NVIS operations. An experienced NVIS pilot is acutely aware of the NVIS operational envelope and its correlation to various operational effects, visual illusions and performance limitations. This experience base is gained (and maintained) over time through a continual, holistic NVIS training programme that exposes the pilot to NVIS operations conducted under various moon angles, percentage of available illumination, contrast levels, visibility levels, and varying degrees of cloud coverage. A pilot should be exposed to as many of these variations as practicable during the initial NVIS qualification programme. Continued exposure during the NVIS recurrent training will help strengthen and solidify this experience base.

4.OPERATIONS

Operations procedures should accommodate the capabilities and limitations of the systems described in Section 3 of this GM as well as the restraints of the operational environment.

All NVG operations should fulfil all applicable requirements in accordance with Regulation (EC) No 216/2008.

4.1 Pilot eligibility

About 54% of the civil pilot population wears some sort of ophthalmic device to correct vision necessary to safely operate an aircraft. The use of inappropriate ophthalmic devices with NVGs may result in vision performance decrement, fatigue, and other human factor problems, which could result in increased risk for aviation accidents and incidents.

4.2 Operating environment considerations

4.2.1 Weather and atmospheric obscurants

Any atmospheric condition, which absorbs, scatters, or refracts illumination, either before or after it strikes terrain, may reduce the usable energy available to the NVG.

4.2.1.1 Weather

During NVIS operations, pilots can see areas of moisture that are dense (e.g., clouds, thick fog, etc.) but may not see areas that are less dense (e.g., thin fog, light rain showers, etc.). The inability to see some areas of moisture may lead to hazardous flight conditions during NVIS operations and will be discussed separately in the next section.

The different types of moisture will have varying effects and it is important to understand these effects and how they apply to NVIS operations. For example:

1.It is important to know when and where fog may form in the flying area. Typically, coastal, low-lying river, and mountainous areas are most susceptible.

2.Light rain or mist may not be observed with NVIS but will affect contrast, distance estimation, and depth perception. Heavy rain is more easily perceived due to large droplet size and energy attenuation.

3.Snow occurs in a wide range of particle sizes, shapes, and densities. As with clouds, rain, and fog, the denser the airborne snow, the greater the effect on NVG performance. On the ground, snow has mixed effect depending on terrain type and the illumination level. In mountainous terrain, snow may add contrast, especially if trees and rocks protrude through the snow. In flatter terrain, snow may cover high contrast areas, reducing them to areas of low contrast. On low illumination nights, snow may reflect the available energy better than the terrain it covers and thus increase the level of illumination.

All atmospheric conditions reduce the illumination level to some degree and recognition of this reduction with NVGs can be difficult. Thus, a good weather briefing, familiarity with the local weather patterns and understanding the effects on NVG performance are important for a successful NVIS flight.

4.2.1.2 Deteriorating weather

It is important to remain cognizant of changes in the weather when using NVGs. It is possible to “see through” areas of light moisture when using NVGs, thus increasing the risk of inadvertently entering IMC. Some ways to help reduce this possibility include the following:

1.Be attentive to changes in the NVG image. Halos may become larger and more diffuse due to diffraction of light in moisture. Scintillation in the image may increase due to a lowering of the illumination level caused by the increased atmospheric moisture. Loss of scene detail may be secondary to the lowering illumination caused by the changing moisture conditions.

2.Obtain a thorough weather brief with emphasis on NVG effects prior to flight.

3.Be familiar with weather patterns in the flying area.

4.Occasionally scan the outside scene. The unaided eye may detect weather conditions that are not detectable to the NVG.

Despite the many methods of inadvertent instrument meteorological conditions (IMC) prevention, one should have established IMC recovery procedures and be familiar with them.

4.2.1.3 Airborne obscurants

In addition to weather, there may be other obscurants in the atmosphere that could block energy from reaching the NVG, such as haze, dust, sand, or smoke. As with moisture, the size and concentration of the particles will determine the degree of impact. Examples of these effects include the following:

1.high winds during the day can place a lot of dust in the air that will still be present at night when the wind may have reduced in intensity;

2.forest fires produce heavy volumes of smoke that may cover areas well away from the fire itself;

3.the effects of rotor wash may be more pronounced when using NVGs depending on the material (e.g. sand, snow, dust, etc.); and

4.pollution in and around major cultural areas may have an adverse effect on NVG performance.

4.2.1.4 Winter operations

Using NVGs during winter conditions provide unique issues and challenges to pilots.

4.2.1.4.1 Snow

Due to the reflective nature of snow, it presents pilots with significant visual challenges both en-route and in the terminal area. During the en-route phase of a flight the snow may cause distractions to the flying pilot if any aircraft external lights (e.g., anti-collision beacons/strobes, position lights, landing lights, etc.) are not compatible with NVGs. In the terminal area, whiteout landings can create the greatest hazard to unaided night operations. With NVGs the hazard is not lessened, and can be more disorienting due to lights reflecting from the snow that is swirling around the aircraft during the landing phase. Any emergency vehicle lighting or other airport lighting in the terminal area may exaggerate the effects.

4.2.1.4.2 Ice fog

Ice fog presents the pilot with hazards normally associated with IMC in addition to problems associated with snow operations. The highly reflective nature of ice fog will further aggravate any lighting problems. Ice fog conditions can be generated by aircraft operations under extremely cold temperatures and the right environmental conditions.

4.2.1.4.3 Icing

Airframe ice is difficult to detect while looking through NVGs. The pilot will need to develop a proper crosscheck to ensure airframe icing does not exceed operating limits for that aircraft. Pilots should already be aware of icing indicator points on their aircraft. These areas require consistent oversight to properly determine environmental conditions.

4.2.1.4.4 Low ambient temperatures

Depending on the cockpit heating system, fogging of the NVGs can be a problem and this will significantly reduce the goggle effectiveness. Another issue with cockpit temperatures is the reduced battery duration. Operations in a cold environment may require additional battery resources.

4.2.2 Illumination

NVGs require illumination, either natural or artificial, to produce an image. Although current NVG technology has significantly improved low light level performance, some illumination, whether natural or artificial, is still required to provide the best possible image.

4.2.2.1 Natural illumination

The main sources of natural illumination include the moon and stars. Other sources can include sky glow, the aurora borealis, and ionisation processes that take place in the upper atmosphere.

4.2.2.1.1 Moon phase

The moon provides the greatest source of natural illumination during night time. Moon phase and elevation determines how much moonlight will be available, while moonrise and moonset times determine when it will be available. Lunar illumination is reported in terms of percent illumination, 100% illumination being full moon. It should be noted that this is different from the moon phase (e.g., 25% illumination does not mean the same thing as a quarter moon). Currently, percent lunar illumination can only be obtained from sources on the Internet, military weather facilities and some publications (e.g. Farmers Almanac).

4.2.2.1.2 Lunar azimuth and elevation

The moon can have a detrimental effect on night operations depending on its relationship to the flight path. When the moon is on the same azimuth as the flight path, and low enough to be within or near the NVG field of view, the effect on NVG performance will be similar to that caused by the sun on the unaided eye during daytime. The brightness of the moon drives the NVG gain down, thus reducing image detail. This can also occur with the moon at relatively high elevations. For example, it is possible to bring the moon near the NVG field of view when climbing to cross a ridgeline or other obstacle, even when the moon is at a relatively high elevation. It is important to consider lunar azimuth and elevation during pre-flight planning. Shadowing, another effect of lunar azimuth and elevation, will be discussed separately.

4.2.2.1.3 Shadowing

Moonlight creates shadows during night time just as sunlight creates shadows during daytime. However, night time shadows contain very little energy for the NVG to use in forming an image. Consequently, image quality within a shadow will be degraded relative to that obtained outside the shadowed area. Shadows can be beneficial or can be a disadvantage to operations depending on the situation.

4.2.2.1.3.1 Benefits of shadows

Shadows alert aircrew to subtle terrain features that may not otherwise be noted due to the reduced resolution in the NVG image. This may be particularly important in areas where there is little contrast differentiation; such as flat featureless deserts, where large dry washes and high sand dunes may go unnoticed if there is no contrast to note their presence. The contrast provided by shadows helps make the NVG scene appear more natural.

4.2.2.1.3.2 Disadvantages due to shadows

When within a shadow, terrain detail can be significantly degraded, and objects can be regarding flight in or around shadowed areas is the pilot’s response to loss of terrain detail. During flight under good illumination conditions, a pilot expects to see a certain level of detail. If flight into a shadow occurs while the pilot is preoccupied with other matters (e.g., communication, radar, etc.), it is possible that the loss in terrain detail may not have been immediately noted. Once looking outside again, the pilot may think the reduced detail is due to an increase in flight altitude and thus begin a descent - even though already at a low altitude. Consideration should be given during mission planning to such factors as lunar azimuth and elevation, terrain type (e.g., mountainous, flat, etc.), and the location of items significant to operation success (e.g., ridgelines, pylons, targets, waypoints, etc.). Consideration of these factors will help predict the location of shadows and the potential adverse effects.

4.2.2.1.4 Sky glow

Sky glow is an effect caused by solar light and continues until the sun is approximately 18 degrees below the horizon. When viewing in the direction of sky glow there may be enough energy present to adversely affect the NVG image (i.e., reduce image quality). For the middle latitudes the effect on NVG performance may last up to an hour after official sunset. For more northern and southern latitudes the effect may last for extended periods of times (e.g., days to weeks) during seasons when the sun does not travel far below the horizon. This is an important point to remember if planning NVG operations in those areas. Unlike sky glow after sunset, the sky glow associated with sunrise does not have an obvious effect on NVG performance until fairly close to official sunrise. The difference has to do with the length of time the atmosphere is exposed to the sun's irradiation, which causes ionisation processes that release near-IR energy. It is important to know the difference in these effects for planning purposes.

4.2.2.2 Artificial illumination

Since NVGs are sensitive to any source of energy in the visible and nearinfrared spectrums, there are also many types of artificial illumination sources (e.g. flares, IR searchlights, cultural lighting, etc.). As with any illumination source, these can have both positive and detrimental effects on NVG utilisation. For example, viewing a scene indirectly illuminated by a searchlight can enable the pilot to more clearly view the scene; conversely, viewing the same scene with the searchlight near or within the NVG field of view will reduce the available visual cues. It is important to be familiar with the effects of cultural lighting in the flying area in order to be able to avoid the associated problems and to be able to use the advantages provided. Also, it is important to know how to properly use artificial light sources (e.g. aircraft IR spotlight). It should be noted that artificial light sources may not always be available or dependable, and this should be taken into consideration during flight planning.

When using NVGs in an area with high-intensity cultural lighting, the lights beyond this area may not be visible. The visibility assessed with the NVGs might be judged to be worse than the unaided visibility.

4.2.3 Terrain contrast

Contrast is one of the more important influences on the ability to correctly interpret the NVG image, particularly in areas where there are few cultural features. Any terrain that contains varying albedos (e.g., forests, cultivated fields, etc.) will likely increase the level of contrast in a NVG image, thus enhancing detail. The more detail in the image, the more visual information aircrews have for manoeuvring and navigating. Low contrast terrain (e.g., flat featureless desert, snow-covered fields, water, etc.) contains few albedo variations, thus the NVG image will contain fewer levels of contrast and less detail.

4.3 Aircraft considerations

4.3.1 Lighting

Factors such as aircraft internal and external lighting have the potential to adversely impact NVG gain and thus image quality. How well the windshield, canopy, or window panels transmit near infrared energy can also affect the image. Cleanliness of the windshield directly impacts this issue.

4.3.2 Cockpit ergonomics

While wearing NVGs, the pilot may have limited range of head movement in the aircraft. For example, switches on the overhead console may be difficult to read while wearing NVGs. Instruments, controls, and switches that are ordinarily accessible, may now be more difficult to access due to the extended mass (fore/aft) associated with NVGs.

In addition, scanning may require a more concentrated effort due to limited field of view. Lateral viewing motion can be hindered by cockpit obstructions (i.e. door post or seat back design).

4.3.3 Windshield reflectivity

Consideration within the cockpit and cabin should be given to the reflectivity of materials and equipment upon the windshield. Light that is reflected may interfere with a clear and unobstructed view. Items such as flight suits, helmets, and charts, if of a light colour such as white, yellow, and orange, can produce significant reflections. Colours that impart the least reflection are black, purple, and blue. This phenomenon is not limited to windshields but may include side windows, chin bubbles, canopies, etc.

4.4 Generic operating considerations

This section lists operating topics and procedures, which should be considered when employing NVIS. The list and associated comments are not to be considered all inclusive. NVIS operations vary in scope widely and this section is not intended to instruct a prospective operator on how to implement an NVIS programme.

4.4.1 Normal procedures

4.4.1.1 Scanning

When using NVGs there are three different scan patterns to consider and each is used for different reasons: instrument scan, aided scan outside, and unaided scan outside. Normally, all three are integrated and there is a continuous transition from one to the other depending on the mission, environmental conditions, immediate tasking, flight altitude and many other variables. For example, scanning with the NVG will allow early detection of external lights. However, the bloom caused by the lights will mask the aircraft until fairly close or until the lighting scheme is changed. Once close to the aircraft (e.g., approximately one-half mile for smaller aircraft), visual acquisition can possibly be made unaided or with the NVG. Whether to use the NVG or unaided vision depends on many variables (e.g., external lighting configuration, distance to aircraft, size of aircraft, environmental conditions, etc.). The points to be made are that a proper scan depends on the situation and variables present, and that scanning outside is critical when close to another aircraft. Additionally, for a multi-crew environment, coordination of scan responsibilities is vital.

4.4.1.1.1 Instrument crosscheck scan

In order to effect a proper and effective instrument scan, it is important to predict when it will be important. A start can be made during pre-flight planning when critical phases of flight can be identified and prepared for. For example, it may be possible when flying over water or featureless terrain to employ a good instrument crosscheck. However, the most important task is to make the appropriate decision during flight as conditions and events change. In this case, experience, training and constant attention to the situation are vital contributors to the pilot’s assessment of the situation.

4.4.1.1.2 NVG scan

To counteract the limited field of view, pilots should continually scan throughout the field of regard. This allows aircrew to build a mental image of the surrounding environment. How quickly the outside scene is scanned to update the mental image is determined by many variables. For example, when flying over flat terrain where the highest obstacle is below the flight path, the scan may be fairly slow. However, if flying low altitude in mountainous terrain, the scan will be more aggressive and rapid due to the presence of more information and the increased risk. How much of the field of regard to scan is also determined by many variables. For example, if a pilot is anticipating a turn, more attention may be placed in the area around the turn point, or in the direction of the new heading. In this situation, the scan will be limited briefly to only a portion of the field of regard.

As with the instrument scan, it is very important to plan ahead. It may, for example, be possible to determine when the scan may be interrupted due to other tasks, when it may be possible to become fixated on a specific task, or when it is important to maximise the outside scan. An important lesson to learn regarding the NVG scan is when not to rely on visual information. It is easy to overestimate how well one can see with NVGs, especially on high illumination nights, and it is vital to maintain a constant awareness regarding their limitations. This should be pointed out often during training and, as a reminder, should be included as a briefing item for NVG flights.

4.4.1.1.3 Unaided scan

Under certain conditions, this scan can be as important as the others can. For example, it may be possible to detect distance and/or closure to another aircraft more easily using unaided vision, especially if the halo caused by the external lights masks aircraft details on the NVG image. Additionally, there are other times when unaided information can be used in lieu of or can augment NVG and instrument information.

When using the NVGs in the transition from IFR to VFR, the unaided scan is essential to assess the unaided visibility conditions. Focusing on the first light seen when looking out is an automatic response, but it is vital to continue the scan in order to assess the surrounding weather conditions.

Some examples where unaided scan can enhance safety is where LED-lit obstacles can be encountered (e.g. during low-altitude flying and when performing a reconnaissance of landing areas) or when unmanned aircraft systems (UASs) fly at night with LED navigation lights.

Air operators should incorporate procedures into their manuals and/or SOPs that require periodic unaided scanning when operating at low altitudes, when looking for potential landing areas, and when performing a reconnaissance of a landing area. This may be accomplished by looking under the NVGs, or by briefly placing the NVGs in the stowed (flipped-up) position. Manuals/SOPs should include procedures and call-outs for LED-lit obstacles.

Air operators and pilots are encouraged to report encounters with obstacles equipped with LED lighting systems not visible by NVGs, with pertinent information, to their competent authority.

4.4.1.1.4 Scan patterns

Environmental factors will influence scan by limiting what may be seen in specific directions or by degrading the overall image. If the image is degraded, aircrew may scan more aggressively in a subconscious attempt to obtain more information, or to avoid the chance of missing information that suddenly appears and/or disappears. The operation itself may influence the scan pattern. For example, looking for another aircraft, landing zone, or airport may require focusing the scan in a particular direction. In some cases, the operation may require aircrew in a multi place aircraft to assign particular pilots responsibility for scanning specific sectors.

The restrictions to scan and the variables affecting the scan patter are not specific to night operations or the use of NVGs, but, due to the NVG's limited field of view, the degree of impact is magnified.

4.4.1.2 Pre-flight planning

4.4.1.2.1 Illumination criteria

The pilot should provide a means for forecasting the illumination levels in the operational area. The pilot should make the effort to request at least the following information in addition to that normally requested for night VFR: cloud cover and visibility during all phases of flight, sunset, civil and nautical twilight, moon phase, moonrise and moonset, and moon and/or lux illumination levels, and unlit tower NOTAMS.

4.4.1.2.2 NVIS operations

An inspection of the power pack, visor, mount, power cable and the binocular assembly should be performed in accordance with the operations manual.

To ensure maximum performance of the NVGs, proper alignment and focus must be accomplished following the equipment inspection. Improper alignment and focus may degrade NVIS performance.

4.4.1.2.3 Aircraft pre-flight

A normal pre-flight inspection should be conducted prior to an NVIS flight with emphasis on proper operation of the NVIS lighting. The aircraft windshield must also be clean and free of major defects, which might degrade NVIS performance.

4.4.1.2.4 Equipment

The basic equipment required for NVIS operations should be those instruments and equipment specified within the current applicable regulations for VFR night operations. Additional equipment required for NVIS operations, e.g. NVIS lighting system and a radio altimeter must be installed and operational. All NVIS equipment, including any subsequent modifications, shall be approved.

4.4.1.2.5 Risk assessment

A risk assessment is suggested prior to any NVIS operation. The risk assessment should include as a minimum:

1.illumination level

2.weather

3.pilot recency of experience

4.pilot experience with NVG operations

5.pilot vision

6.pilot rest condition and health

7.windshield/window condition

8.NVG tube performance

9.NVG battery condition

10.types of operations allowed

11.external lighting environment.

4.4.1.3 Flight operations

4.4.1.3.1 Elevated terrain

Safety may be enhanced by NVGs during operations near elevated terrain at night. The obscuration of elevated terrain is more easily detected with NVGs thereby allowing the pilot to make alternate flight path decisions.

4.4.1.3.2 Over-water

Flying over large bodies of water with NVGs is difficult because of the lack of contrast in terrain features. Reflections of the moon or starlight may cause disorientation with the natural horizon. The radio altimeter must be used as a reference to maintain altitude.

4.4.1.4 Remote area considerations

A remote area is a site that does not qualify as an aerodrome as defined by the applicable regulations. Remote area landing sites do not have the same features as an aerodrome, so extra care must be given to locating any obstacles that may be in the approach/departure path.

A reconnaissance must be made prior to descending at an unlighted remote site. Some features or objects may be easy to detect and interpret with the unaided eye. Other objects will be invisible to the unaided eye, yet easily detected and evaluated with NVGs.

4.4.1.5 Reconnaissance

The reconnaissance phase should involve the coordinated use of NVGs and white lights. The aircraft’s external white lights such as landing lights, searchlights, and floodlights, should be used during this phase of flight. The pilot should select and evaluate approach and departure paths to the site considering wind speed and direction, and obstacles or signs of obstacles.

4.4.1.6 Sources of high illumination

Sources of direct high illumination may have the potential to reduce the effectiveness of the NVGs. In addition, certain colour lights, such as red, will appear brighter, closer and may display large halos.

4.4.2 Emergency procedures

No modification for NVG operations is necessary to the aircraft emergency procedures as approved in the operations manual or approved checklist. Special training may be required to accomplish the appropriate procedures.

4.4.3 Inadvertent IMC

Some ways to help reduce the potential for inadvertent flight into IMC conditions are:

1.obtaining a thorough weather brief (including pilot reports);

2.being familiar with weather patterns in the local flying area; and

3.by looking beneath the NVG at the outside scene.

However, even with thorough planning a risk still exists. To help mitigate this risk it is important to know how to recognise subtle changes to the NVG image that occur during entry into IMC conditions. Some of these include the onset of scintillation, loss of scene detail, and changes in the appearance of halos.

5. TRAINING

To provide an appropriate level of safety, training procedures must accommodate the capabilities and limitations of the systems described in Section 3 of this GM as well as the restraints of the operational environment.

To be effective, the NVIS training philosophy would be based on a two-tiered approach: basic and advanced NVIS training. The basic NVIS training would serve as the baseline standard for all individuals seeking an NVIS endorsement. The content of this initial training would not be dependent on any operational requirements. The advanced training would build on the basic training by focusing on developing specialised skills required to operate an aircraft during NVIS operations in a particular operational environment. Furthermore, while there is a need to stipulate minimum flight hour requirements for an NVIS endorsement, the training must also be event based. This necessitates that pilots be exposed to all of the relevant aspects, or events, of NVIS flight in addition to acquiring a minimum number of flight hours.

6. CONTINUING AIRWORTHINESS

The reliability of the NVIS and safety of operations are dependent on the pilots adhering to the instructions for continuing airworthiness. Personnel who conduct the maintenance and inspection on the NVIS must be qualified and possess the appropriate tools and facilities to perform the maintenance.

Acronyms used in this GM

AC

Advisory Circular

AGL

above ground level

ATC

air traffic control

CONOPs

concept of operations

CG

centre of gravity

CRM

cockpit resource management

DOD

Department of Defence

DOT

Department of Transportation

EFIS

electronic flight instrumentation systems

EMS

emergency medical service

FAA

Federal Aviation Administration

FLIR

forward looking infrared radar

FOR

field of regard

FOV

field of view

GEN

generation

HUD

head-up display

IFR

instrument flight rules

IMC

instrument meteorological conditions

IR

infrared

JAA

Joint Aviation Authorities

MOPS

Minimum Operational Performance Standard

NAS

national airspace system

NOTAMS

Notices to Airmen

NVD

night vision device

NVED

night vision enhancement device

NVG

night vision goggles

NVIS

night vision imaging system

SC

special committee

TFR

temporary flight restrictions

VA

visual acuity

VFR

visual flight rules

VMC

visual meteorological conditions

Glossary of terms used in this GM

1.‘Absorptance’: the ratio of the radiant energy absorbed by a body to that incident upon it.

2.‘Albedo’: the ratio of the amount of light reflected from a surface to the amount of incident light.

3.‘Automatic brightness control (ABC)’: one of the automatic gain control circuits found in second and third generation NVG devices. It attempts to provide consistent image output brightness by automatic control of the micro channel plate voltage.

4.‘Automatic gain control (AGC)’: comprised of the automatic brightness control and bright source protection circuits. Is designed to maintain image brightness and protect the user and the image tube from excessive light levels. This is accomplished by controlling the gain of the intensifier tube.

5.‘Blackbody’: an ideal body of surface that completely absorbs all radiant energy falling upon with no reflection.

6.‘Blooming’: common term used to denote the “washing out” of all or part of the NVG image due to de-gaining of the image intensifier tube when a bright light source is in or near the NVG field of view.

7.‘Bright source protection (BSP)’: protective feature associated with second and third generation NVGs that protects the intensifier tube and the user by controlling the voltage at the photo cathode.

8.‘Brownout’: condition created by blowing sand, dust, etc., which can cause the pilots to lose sight of the ground. This is most commonly associated with landings in the desert or in dusty LZs.

9.‘Civil nautical twilight’: the time when the true altitude of the centre of the sun is six degrees below the horizon. Illuminance level is approximately 3.40 lux and is above the usable level for NVG operations.

10.‘Diopter’: a measure of the refractive (light bending) power of a lens.

11.‘Electro-optics (EO)’: the term used to describe the interaction between optics and electronics, leading to transformation of electrical energy into light or vice versa.

12.‘Electroluminescent (EL)’: referring to light emission that occurs from application of an alternating current to a layer of phosphor.

13.‘Foot-candle’: a measure of illuminance; specifically, the illuminance of a surface upon which one lumen is falling per square foot.

14.‘Foot-Lambert’: a measure of luminance; specifically the luminance of a surface that is receiving an illuminance of one foot-candle.

15.‘Gain’: when referring to an image intensification tube, the ratio of the brightness of the output in units of foot-lambert, compared to the illumination of the input in foot-candles. A typical value for a GEN III tube is 25,000 to 30,000 Fl/fc. A “tube gain” of 30,000 Fl/fc provides an approximate “system gain” of 3,000. This means that the intensified NVG image is 3,000 times brighter to the aided eye than that of the unaided eye.

16.‘Illuminance’: also referred to as illumination. The amount, ratio or density of light that strikes a surface at any given point.

17.‘Image intensifier’: an electro-optic device used to detect and intensify optical images in the visible and near infrared region of the electromagnetic spectrum for the purpose of providing visible images. The component that actually performs the intensification process in a NVG. This component is composed of the photo cathode, MCP, screen optic, and power supply. It does not include the objective and eyepiece lenses.

18. ‘Incandescent’: refers to a source that emits light based on thermal excitation, i.e., heating by an electrical current, resulting in a very broad spectrum of energy that is dependent primarily on the temperature of the filament.

19.‘Infrared’: that portion of the electromagnetic spectrum in which wavelengths range from 0.7 microns to 1 mm. This segment is further divided into near infrared (0.7-3.0 microns), mid infrared (3.0-6.0 microns), far infrared (6.0-15 microns), and extreme infrared (15 microns-1 mm). A NVG is sensitive to near infrared wavelengths approaching 0.9 microns.

20.‘Irradiance’: the radiant flux density incident on a surface. For the purpose of this document the terms irradiance and illuminance shall be interchangeable.

21.’Lumen’: a measurement of luminous flux equal to the light emitted in a unit solid angle by a uniform point source of one candle intensity.

22.’Luminance’: the luminous intensity (reflected light) of a surface in a given direction per unit of projected area. This is the energy used by NVGs.

23.’Lux’: a unit measurement of illumination. The illuminance produced on a surface that is one-meter square, from a uniform point source of one candle intensity, or one lumen per square meter.

24.‘Microchannel plate’: a wafer containing between 3 and 6 million specially treated microscopic glass tubes designed to multiply electrons passing from the photo cathode to the phosphor screen in second and third generation intensifier tubes.

25.‘Micron’: a unit of measure commonly used to express wavelength in the infrared region; equal to one millionth of a meter.

26.‘Nanometer (nm)’: a unit of measure commonly used to express wavelength in the visible and near infrared region; equal to one billionth of a meter.

27.‘Night vision device (NVD)’: an electro-optical device used to provide a visible image using the electromagnetic energy available at night.

28.‘Photon’: a quantum (basic unit) of radiant energy (light).

29.‘Photopic vision’: vision produced as a result of the response of the cones in the retina as the eye achieves a light adapted state (commonly referred to as day vision).

30.‘Radiance’: the flux density of radiant energy reflected from a surface. For the purposes of this manual the terms radiance and luminance shall be interchangeable.

31.‘Reflectivity’: the fraction of energy reflected from a surface.

32.‘Scotopic vision’: that vision produced as a result of the response of the rods in the retina as the eye achieves a dark-adapted state (commonly referred to as night vision).

33.‘Situational awareness (SA)’: degree of perceptual accuracy achieved in the comprehension of all factors affecting an aircraft and crew at a given time.

34.‘Starlight’: the illuminance provided by the available (observable) stars in a subject hemisphere. The stars provide approximately 0.00022 lux ground illuminance on a clear night. This illuminance is equivalent to about one-quarter of the actual light from the night sky with no moon.

35.‘Stereopsis’: visual system binocular cues that are used for distance estimation and depth perception. Three dimensional visual perception of objects. The use of NVGs seriously degrades this aspect of near-depth perception.

36.‘Transmittance’: the fraction of radiant energy that is transmitted through a layer of absorbing material placed in its path.

37.‘Ultraviolet’: that portion of the electromagnetic spectrum in which wavelengths range between 0.1 and 0.4 microns.

38.‘Wavelength’: the distance in the line of advance of a wave from any one point to the next point of corresponding phase; is used to express electromagnetic energy including IR and visible light.

39.‘Whiteout’: a condition similar to brownout but caused by blowing snow.

References

1.Air Force Manual 11-217 Volume 2, Chapter 3, Night Vision Devices, August 6, 1998.

2.Department of Army, Training Circular 1-204, Night Flight: Techniques and Procedures, 1988.

3.DOT/FAA, Report no DOT/FAA/RD-94/21– Night Vision Goggles in Emergency Medical Services (EMS) Helicopters, March 1994.

4.FAA, Guide for Aviation Medical Examiners, November 1996.

5.FAA, Notice for Proposed Rulemaking Statement- Night Vision Goggles, Draft, September 7, 1999.

6.FAA Handbook 8083-21, Rotorcraft Flying Handbook, 2000.

7.FAA Operation Specification, Rocky Mountain Helicopters Night Vision Goggle Operations, February 4,1999.

8.FAA Supplemental Type Certificate Number SR09208RC, Rocky Mountain Holdings, BO-105, January 19,1999.

9.FAA, Aeronautical Information Manual (AIM), February 24, 2000.

10.ITT Industries, Operator’s Manual-Image Intensifier Set, Night Vision AV4949UL, June 21,1999.

11.RTCA, Inc. – Basic Document Style Guide, July 1999.

12.JAA, JAR-OPS Night Vision Goggle Operations, Draft, 1999.

13.Mobility Air Forces, Concept of Operations-Aircrew Night Vision Goggles, September 8, 1998.

14.Perfetto, Nicholas J., Embry-Riddle Aeronautical University, The Feasibility of Metropolitan Police Department Helicopter Pilots Using Night Vision Goggles, May 2000.

15.Simpson, Carol Dr., William, Doug., Gardner, Donald., Haworth, Loran., Analysis of Response to Survey of Issues in the Application of Night Vision Goggles to Civil Rotorcraft Flight Operations, Draft, July 12, 1999.

16.United States Marine Corps, Marine Aviation Weapons and Tactics Squadron One, Helicopter Night Vision Device Manual, Summer 1995.

SUBPART I: HELICOPTER HOIST OPERATIONS

SPA.HHO.100 Helicopter hoist operations (HHO)

Regulation (EU) No 965/2012

(a)Helicopters shall only be operated for the purpose of CAT hoist operations if the operator has been approved by the competent authority.

(b)To obtain such approval by the competent authority, the operator shall:

(1)operate in CAT and hold a CAT AOC in accordance with Annex III (Part-ORO);

(2)demonstrate to the competent authority compliance with the requirements contained in this Subpart.

SPA.HHO.110 Equipment requirements for HHO

Regulation (EU) 2019/1384

(a)The installation of all helicopter hoist equipment other than a simple PCDS, including any radio equipment to comply with point SPA.HHO.115, and any subsequent modifications, shall have an airworthiness approval appropriate to the intended function. Ancillary equipment shall be designed and tested to the appropriate standard as required by the competent authority.

(b)Maintenance instructions for HHO equipment and systems shall be established by the operator in liaison with the manufacturer and included in the operator's helicopter maintenance programme as provided for by Regulation (EU) No 1321/2014.

AMC1 SPA.HHO.110(a) Equipment requirements for HHO

ED Decision 2012/019/R

AIRWORTHINESS APPROVAL FOR HUMAN EXTERNAL CARGO

(a)Hoist installations that have been certificated according to any of the following standards should be considered to satisfy the airworthiness criteria for human external cargo (HEC) operations:

(1)CS 27.865 or CS 29.865;

(2)JAR 27 Amendment 2 (27.865) or JAR 29 Amendment 2 (29.865) or later;

(3)FAR 27 Amendment 36 (27.865) or later - including compliance with CS 27.865(c)(6); or

(4)FAR 29 Amendment 43 (29.865) or later.

(b)Hoist installations that have been certified prior to the issuance of the airworthiness criteria for HEC as defined in (a) may be considered as eligible for HHO provided that following a risk assessment either:

(1)the service history of the hoist installation is found satisfactory to the competent authority; or

(2)for hoist installations with an unsatisfactory service history, additional substantiation to allow acceptance by the competent authority should be provided by the hoist installation certificate holder (type certificate (TC) or supplemental type certificate (STC)) on the basis of the following requirements:

(i)The hoist installation should withstand a force equal to a limit static load factor of 3.5, or some lower load factor, not less than 2.5, demonstrated to be the maximum load factor expected during hoist operations, multiplied by the maximum authorised external load.

(ii)The reliability of the primary and back-up quick release systems at helicopter level should be established and failure mode and effect analysis at equipment level should be available. The assessment of the design of the primary and back-up quick release systems should consider any failure that could be induced by a failure mode of any other electrical or mechanical rotorcraft system.

(iii)The operations or flight manual contains one-engine-inoperative (OEI) hover performance data and procedures for the weights, altitudes, and temperatures throughout the flight envelope for which hoist operations are accepted.

(iv)Information concerning the inspection intervals and retirement life of the hoist cable should be provided in the instructions for continued airworthiness.

(v)Any airworthiness issue reported from incidents or accidents and not addressed by (i), (ii), (iii) and (iv) should be addressed.

SPA.HHO.115 HHO communication

Regulation (EU) No 965/2012

Two-way radio communication shall be established with the organisation for which the HHO is being provided and, where possible, a means of communicating with ground personnel at the HHO site for:

(a)day and night offshore operations;

(b)night onshore operations, except for HHO at a helicopter emergency medical services (HEMS) operating site.

SPA.HHO.125 Performance requirements for HHO

Regulation (EU) No 965/2012

Except for HHO at a HEMS operating site, HHO shall be capable of sustaining a critical engine failure with the remaining engine(s) at the appropriate power setting without hazard to the suspended person(s)/cargo, third parties or property.

SPA.HHO.130 Crew requirements for HHO

Regulation (EU) No 965/2012

(a)Selection. The operator shall establish criteria for the selection of flight crew members for the HHO task, taking previous experience into account.

(b)Experience. The minimum experience level for the commander conducting HHO flights shall not be less than:

(1)Offshore:

(i)1000 hours as pilot-in-command/commander of helicopters, or 1000 hours as co-pilot in HHO of which 200 hours is as pilot-in-command under supervision; and

(ii)50 hoist cycles conducted offshore, of which 20 cycles shall be at night if night operations are being conducted, where a hoist cycle means one down-and-up cycle of the hoist hook.

(2)Onshore:

(i)500 hours as pilot-in-command/commander of helicopters, or 500 hours as co-pilot in HHO of which 100 hours is as pilot-in-command under supervision;

(ii)200 hours operating experience in helicopters gained in an operational environment similar to the intended operation; and

(iii)50 hoist cycles, of which 20 cycles shall be at night if night operations are being conducted.

(c)Operational training and experience. Successful completion of training in accordance with the HHO procedures contained in the operations manual and relevant experience in the role and environment under which HHO are conducted.

(d)Recency. All pilots and HHO crew members conducting HHO shall have completed in the last 90 days:

(1)when operating by day: any combination of three day or night hoist cycles, each of which shall include a transition to and from the hover;

(2)when operating by night: three night hoist cycles, each of which shall include a transition to and from the hover.

(e)Crew composition. The minimum crew for day or night operations shall be as stated in the operations manual. The minimum crew will be dependent on the type of helicopter, the weather conditions, the type of task, and, in addition for offshore operations, the HHO site environment, the sea state and the movement of the vessel. In no case shall the minimum crew be less than one pilot and one HHO crew member.

(f)Training and checking

(1)Training and checking shall be conducted in accordance with a detailed syllabus approved by the competent authority and included in the operations manual.

(2)Crew members:

(i)Crew training programmes shall: improve knowledge of the HHO working environment and equipment; improve crew coordination; and include measures to minimise the risks associated with HHO normal and emergency procedures and static discharge.

(ii)The measures referred to in (f)(2)(i) shall be assessed during visual meteorological conditions (VMC) day proficiency checks, or VMC night proficiency checks when night HHO are undertaken by the operator.

AMC1 SPA.HHO.130(b)(2)(ii) Crew requirements for HHO

ED Decision 2012/019/R

RELEVANT EXPERIENCE

The experience considered should take into account the geographical characteristics (sea, mountain, big cities with heavy traffic, etc.).

AMC1 SPA.HHO.130(e) Crew requirements for HHO

ED Decision 2012/019/R

CRITERIA FOR TWO PILOT HHO

A crew of two pilots should be used when:

(a)the weather conditions are below VFR minima at the offshore vessel or structure;

(b)there are adverse weather conditions at the HHO site (i.e. turbulence, vessel movement, visibility); and

(c)the type of helicopter requires a second pilot to be carried because of:

(1)cockpit visibility;

(2)handling characteristics; or

(3)lack of automatic flight control systems.

AMC1 SPA.HHO.130(f)(1) Crew requirements for HHO

ED Decision 2012/019/R

TRAINING AND CHECKING SYLLABUS

(a)The flight crew training syllabus should include the following items:

(1)fitting and use of the hoist;

(2)preparing the helicopter and hoist equipment for HHO;

(3)normal and emergency hoist procedures by day and, when required, by night;

(4)crew coordination concepts specific to HHO;

(5)practice of HHO procedures; and

(6)the dangers of static electricity discharge.

(b)The flight crew checking syllabus should include:

(1)proficiency checks, which should include procedures likely to be used at HHO sites with special emphasis on:

(i)local area meteorology;

(ii)HHO flight planning;

(iii)HHO departures;

(iv)a transition to and from the hover at the HHO site;

(v)normal and simulated emergency HHO procedures; and

(vi)crew coordination.

(c)HHO technical crew members should be trained and checked in the following items:

(1)duties in the HHO role;

(2)fitting and use of the hoist;

(3)operation of hoist equipment;

(4)preparing the helicopter and specialist equipment for HHO;

(5)normal and emergency procedures;

(6)crew coordination concepts specific to HHO;

(7)operation of inter-communication and radio equipment;

(8)knowledge of emergency hoist equipment;

(9)techniques for handling HHO passengers;

(10)effect of the movement of personnel on the centre of gravity and mass during HHO;

(11)effect of the movement of personnel on performance during normal and emergency flight conditions;

(12)techniques for guiding pilots over HHO sites;

(13)awareness of specific dangers relating to the operating environment; and

(14)the dangers of static electricity discharge.

SPA.HHO.135 HHO passenger briefing

Regulation (EU) No 965/2012

Prior to any HHO flight, or series of flights, HHO passengers shall have been briefed and made aware of the dangers of static electricity discharge and other HHO considerations.

SPA.HHO.140 Information and documentation

Regulation (EU) No 965/2012

(a)The operator shall ensure that, as part of its risk analysis and management process, risks associated with the HHO environment are minimised by specifying in the operations manual: selection, composition and training of crews; levels of equipment and dispatch criteria; and operating procedures and minima, such that normal and likely abnormal operations are described and adequately mitigated.

(b)Relevant extracts from the operations manual shall be available to the organisation for which the HHO is being provided.

AMC1 SPA.HHO.140 Information and documentation

ED Decision 2012/019/R

OPERATIONS MANUAL

The operations manual should include:

(a)performance criteria;

(b)if applicable, the conditions under which offshore HHO transfer may be conducted including the relevant limitations on vessel movement and wind speed;

(c)the weather limitations for HHO;

(d)the criteria for determining the minimum size of the HHO site, appropriate to the task;

(e)the procedures for determining minimum crew; and

(f)the method by which crew members record hoist cycles.

SUBPART J: HELICOPTER EMERGENCY MEDICAL SERVICE OPERATIONS

SPA.HEMS.100 Helicopter emergency medical service (HEMS) operations

Regulation (EU) 2023/1020

(a)Helicopters shall only be operated for the purpose of HEMS operations if the operator has been approved by the competent authority.

(b)To obtain such approval by the competent authority, the operator shall:

(1)operate in CAT and hold a CAT AOC in accordance with Annex III (Part-ORO);

(2)demonstrate to the competent authority compliance with the requirements contained in this Subpart.

(c)Night operations to non-pre-surveyed HEMS operating sites outside congested areas that provide sufficient artificial ambient light shall be conducted under an approval issued in accordance with point SPA.NVIS.100.

[applicable from 25 May 2026 Implementing Regulation (EU) 2023/1020]

GM1 SPA.HEMS.100(a) Helicopter emergency medical service (HEMS) operations

ED Decision 2023/007/R

THE HEMS PHILOSOPHY

(a)Introduction

This GM outlines the HEMS philosophy. Starting with a description of acceptable risk and introducing a taxonomy used in other industries, it describes how risk has been addressed in this Subpart to provide a system of safety to the appropriate standard. It discusses the difference between HEMS and air ambulance - in regulatory terms. It also discusses the application of operations to public interest sites in the HEMS context.

Following the extension of the definition of HEMS to rescue operations other than search and rescue (SAR), this GM also discusses rescue operations.

Natural disasters can overwhelm well dimensioned HEMS services at either local or national level. It is up to the State to define how State aircraft or civilian aircraft operated under national rules may complement HEMS services in such [extreme] cases. Operations that take place under national regulations are not discussed in this Regulation.

(b)Acceptable risk

The broad aim of any aviation legislation is to permit the widest spectrum of operations with the minimum risk. In fact it may be worth considering who/what is at risk and who/what is being protected. In this view three groups are being protected:

(1)third parties (including property) - highest protection;

(2)passengers (including patients); and

(3)crew members (including technical crew members) – lowest.

It is for the Legislator to facilitate a method for the assessment of risk - or as it is more commonly known, safety management (refer to Part-ORO).

(c)Risk management

Safety management textbooks86 describe four different approaches to the management of risk. All but the first have been used in the production of this section and, if it is considered that the engine failure accountability of performance class 1 equates to zero risk, then all four are used (this of course is not strictly true as there are a number of helicopter parts - such as the tail rotor which, due to a lack of redundancy, cannot satisfy the criteria):

(1)Applying the taxonomy to HEMS gives:

(i)zero risk; no risk of accident with a harmful consequence – performance class 1 (within the qualification stated above) - the HEMS operating base;

(ii)de minimis; minimised to an acceptable safety target - for example the exposure time concept where the target is less than 5 x 10-8 (in the case of elevated final approach and take-off areas (elevated FATOs) at hospitals in a congested hostile environment the risk is contained to the deck edge strike case - and so in effect minimised to an exposure of seconds);

(iii)comparative risk; comparison to other exposure - the carriage of a patient with a spinal injury in an ambulance that is subject to ground effect compared to the risk of a HEMS flight (consequential and comparative risk);

(iv)as low as reasonably practicable; where additional controls are not economically or reasonably practicable - operations at the HEMS operating site (the accident site).

(2)HEMS operations are conducted in accordance with the requirements contained in Annex IV (Part-CAT) and Annex III (Part-ORO), except for the variations contained in SPA.HEMS, for which a specific approval is required. In simple terms there are three areas in HEMS operations where risk, beyond that allowed in Part-CAT and Part-ORO, are identified and related risks accepted:

(i)in the en-route phase, where alleviation is given from height and visibility rules;

(ii)at the accident site, where alleviation is given from the performance and size requirement; and

(iii)at an elevated hospital site in a congested hostile environment, where alleviation is given from the deck edge strike - providing elements of the CAT.POL.H.305 are satisfied.

In mitigation against these additional and considered risks, experience levels are set, specialist training is required (such as instrument training to compensate for the increased risk of inadvertent entry into cloud) and operation with two crew (two pilots, or one pilot and a HEMS technical crew member) is mandated. (HEMS crews and medical passengers are also expected to operate in accordance with good crew resource management (CRM) principles.)

(d)Additional mountain-specific considerations including high altitudes and rescue operations other than search and rescue (SAR)

It was considered necessary to enable sling load operations under HEMS, in addition to the hoist. Environmental, equipment or organisational conditions may lead operators to choose either the external hoist or cargo hook operation, based on a risk assessment.

In order to enable HEMS operations at all altitudes, HEMS operations under performance class 3 have been authorised under the following conditions: operations over a hostile environment should only be conducted when a HEMS operating site used for take-off, landing or HEMS HEC operations is located above 7 000 ft altitude.

The use of category A or equivalent helicopters improves safety during the entire mission, not only in respect of risk of engine failure, but also because of the available system redundancies. Operation in performance class 3 with helicopters not certified as category A or equivalent remains possible under a defined set of conditions and risk mitigations.

(e)Air ambulance

In regulatory terms, air ambulance is considered to be a normal transport task where the risk is no higher than for commercial air transport operations under Part-CAT and Part-ORO. This is not intended to contradict/complement medical terminology but is simply a statement of policy; none of the risk elements of HEMS should be extant and therefore none of the additional requirements of HEMS need to be applied.

To provide a road ambulance analogy:

(1)if called to an emergency: an ambulance would proceed at great speed, sounding its siren and proceeding against traffic lights - thus matching the risk of operation to the risk of a potential death (= HEMS operations);

(2)for a transfer of a patient (or equipment) where life and death (or consequential injury of ground transport) is not an issue: the journey would be conducted without sirens and within normal rules of motoring - once again matching the risk to the task (= air ambulance operations).

The underlying principle is that the aviation risk should be proportionate to the task.

It is for the medical professional to decide between HEMS or air ambulance - not the pilot. For that reason, medical staff who undertake to task medical sorties should be fully aware of the additional risks that are (potentially) present under HEMS operations (and the pre-requisite for the operator to hold a HEMS approval). (For example in some countries, hospitals have principal and alternative sites. The patient may be landed at the safer alternative site (usually in the grounds of the hospital) thus eliminating risk - against the small inconvenience of a short ambulance transfer from the site to the hospital.)

Once the decision between HEMS or air ambulance has been taken by the medical professional, the commander makes an operational judgement over the conduct of the flight.

Simplistically, the above type of air ambulance operations could be conducted by any operator holding an Air Operator Certificate (AOC) (HEMS operators hold an AOC) — and usually are conducted when the carriage of medical supplies (equipment, blood, organs, drugs, etc.) is undertaken and when urgency is not an issue.

Regarding other than SAR rescue operations, if a person without a medical condition is endangered by the environment, then a helicopter may be needed. Such danger may arise, for instance, from temperature, wind, or snow. The same principles as for air ambulance operations should apply when the person’s life is not immediately endangered by the situation, however action is required. In that case, the flight is considered to be a normal transport task where the risk is not higher than for commercial air transport operations under Part-CAT and Part-ORO. None of the additional requirements of HEMS need to be applied. Such a rescue operation may also be conducted by a HEMS operator.

When the medical condition of the person is not known in advance, in a situation of time pressure, then this rescue operation is part of the definition of HEMS.

(f)Operating under a HEMS approval

There are only two possibilities: transportation as passengers or cargo under the full auspices of OPS.CAT and Part-ORO (this does not permit any of the alleviations of SPA.HEMS - landing and take-off performance should be in compliance with the performance Subparts of Part-CAT), or operations under a HEMS approval as contained in this Subpart.

(g)HEMS operational sites

The HEMS philosophy attributes the appropriate levels of risk for each operational site; this is derived from practical considerations and in consideration of the probability of use. The risk is expected to be inversely proportional to the amount of use of the site. The types of site are as follows:

(1)HEMS operating base: from which all operations will start and finish. There is a high probability of a large number of take-offs and landings at this HEMS operating base and for that reason no alleviation from operating procedures or performance rules are contained in this Subpart.

(2)HEMS operating site: because this is the primary pick-up site related to an incident or accident, its use can never be pre-planned and therefore attracts alleviations from operating procedures and performance rules, when appropriate.

(3)Additional HEMS operating site: each HEMS mission is different, especially in mountainous areas where the crew and helicopter need to adapt to different conditions. High altitude, unstable wind conditions, degraded vision, and difficult terrain are some of the characteristics of HEMS operations. Sometimes, the mission requires an additional HEMS operating site to be used, due to performance issues (weight reduction by unloading equipment), for hook preparation and stowage, or for dispatching ground rescue units when the accident or rescue site is not reachable.

(4)The hospital site: is usually at ground level in hospital grounds or, if elevated, on a hospital building. It may have been established during a period when performance criteria were not a consideration. The amount of use of such sites depends on their location and their facilities; normally, it will be greater than that of the HEMS operating site but less than for a HEMS operating base. Such sites attract some alleviation under this Subpart.

(h)Problems with hospital sites are described in GM1 CAT.POL.H.225.

(i)Summary

In summary, the following points are considered to be pertinent to the HEMS philosophy and HEMS regulations:

(1)absolute levels of safety are conditioned by society;

(2)potential risk must only be to a level proportionate to the task;

(3)protection is afforded at levels appropriate to the occupants;

(4)this Subpart addresses a number of risk areas and mitigation is built in;

(5)only HEMS operations are dealt with by this Subpart;

(6)there are three main categories of HEMS sites and each is addressed appropriately; and

(7)State alleviation from the requirement at a hospital site is available but such alleviations should be strictly controlled by a system of registration.

GM1 SPA.HEMS.100(c) Helicopter emergency medical service (HEMS) operations

ED Decision 2023/007/R

HEMS OPERATIONS AT NIGHT WITHOUT NVIS

(a)A pre-surveyed HEMS operating site is a site that has been surveyed by day, is included in an operator’s operating site directory, and is re-surveyed on a regular basis as per AMC1 CAT.OP.MPA.105.

(b)For the purpose of taking off at night after a landing by day, the HEMS operating site need not be included in the operating site directory.

[applicable from 25 May 2026 ED Decision 2023/007/R]

SPA.HEMS.105 HEMS HEC operations

Regulation (EU) 2023/1020

(a)HEMS HEC operations may be conducted with either of the following:

(1)a helicopter hoist, under the conditions prescribed in Subpart I (Helicopter Hoist Operations);

(2)a cargo sling, under the conditions prescribed in point (b).

(b)For HEMS HEC operations conducted with a cargo sling, the operator shall:

(1)comply with the requirements of point SPO.SPEC.HEC.105 of Annex VIII;

(2)use an approved double cargo hook, or a cargo hook system approved under a relevant airworthiness standard;

(3)limit the operations to the technical phase of the flight for rescuing injured, ill or endangered persons, or to carry persons that are necessary for the mission;

(4)ensure that sling technical crew members are adequately equipped, trained, checked and briefed;

(5)develop specific HEMS HEC SOPs, following the risk assessment referred to in point SPA.HEMS.140;

(6)ensure that all flight crew members involved in HEMS HEC operations are experienced, trained and checked for HEMS HEC operations, and have recent experience with such activity.

AMC1 SPA.HEMS.105(b) HEMS HEC operations

ED Decision 2023/007/R

HEMS HEC CARGO SLING OPERATIONS

TECHNICAL CREW MEMBERS AND GROUND OPERATIONS PERSONNEL

(a)During HEMS HEC cargo sling operations, the operator should ensure that a trained crew member, referred to as the sling technical crew member, is in charge of:

(1)ensuring that the rope is safely connected to the helicopter hook; and

(2)when relevant, guiding the pilot from the cabin, from the ground, or when carried externally.

(b)The operator should ensure that the person securing themselves or other persons to the rope is trained in accordance with ORO.GEN.110(e). This person should be nominated by the operator or should be part of an external organisation contracted by the operator. If the person is a member of an external organisation, ORO.GEN.205 applies. This person may be a sling technical crew member.

(c)The sling technical crew member may be the HEMS technical crew member if the training and checking requirements for both roles are met.

(d)The sling technical crew member and the person responsible to secure themselves or other persons to the rope, referred to in (b) should comply with the training, checking and briefing defined for task specialists in point (e) of AMC1 SPO.SPEC.HEC.100.

EQUIPMENT

(e)The sling technical crew member and the person responsible to secure themselves or other persons to the rope referred to in (b) should be equipped with communication equipment and personal protective equipment meeting the criteria of point (c)(4) of AMC1 SPO.SPEC.HEC.100. The helicopter should be equipped in accordance with point (c)(3) of AMC1 SPO.SPEC.HEC.100.

(f)When conducting single-pilot vertical reference operations with no assistance of a crew member, additional engine monitoring in the pilot line of vision or an audio warning system is recommended.

FLIGHT CREW

(g)A pilot involved in HEMS HEC cargo sling operations should be trained and experienced as defined in points (b) and (d) of AMC1 SPO.SPEC.HEC.100.

(h)A pilot involved in HEMS HEC cargo sling operations should complete a flight check at least annually to demonstrate competence in carrying out HEMS HEC operations. The checking may be combined with the line check or with a HEC training flight. If the operator is involved in HEMS HEC cargo sling operations by night, the flight check should take place by night.

(i)A pilot involved in HEMS HEC cargo sling operations should have completed in the last 90 days:

(1)when operating by day: any combination of three day or night cycles, each of which shall include a transition to and from the hover;

(2)when operating by night: three night cycles, each of which shall include a transition to and from the hover.

Cycles may include HEMS HEC cargo sling cycles, SPO.SPEC.HEC cycles, SPO.SPEC.HESLO cycles or hoist cycles.

(j)In the context of HEMS, the validity period of flight and technical crew recurrent training and checking as well as recency should be as specified in AMC1 ORO.FC.145(g).

SOPs

(k)HEMS HEC standard operating procedures (SOPs) should be developed in accordance with points (g) and (h) of AMC1 SPO.SPEC.HEC.100.