Document

Removal of Check Pilot Medical Certificate Requirement

This action finalizes the substantive relief proposed in the notice of proposed rulemaking entitled Removal of Check Pilot Medical Certificate Requirement. It removes inconsiste...

Department of Transportation
Federal Aviation Administration
  1. 14 CFR Parts 91, 121, and 135
  2. [Docket No. FAA-2019-0360; Amdt. Nos. 91-375, 121-392 and 135-145]
  3. RIN 2120-AL12

AGENCY:

Federal Aviation Administration (FAA), U.S. Department of Transportation (DOT).

ACTION:

Final rule.

SUMMARY:

This action finalizes the substantive relief proposed in the notice of proposed rulemaking entitled Removal of Check Pilot Medical Certificate Requirement. It removes inconsistencies applicable to the qualification requirements for check pilots and flight instructors in domestic, flag, and supplemental operations and flight instructors in commuter and on-demand operations so that check pilots, check flight engineers, and flight instructors can continue to perform their functions in aircraft without a medical certificate unless they are serving as required flightcrew members. It also removes the medical certificate requirement for flight instructors in commuter and on-demand operations who perform their functions in aircraft and are not serving as required flightcrew members. Removing the conflicting medical certificate requirement enables the utilization of pilots who are otherwise qualified to function as check pilots, check flight engineers, and flight instructors in aircraft. Finally, this final rule updates related terminology.

DATES:

This rule is effective July 18, 2024.

FOR FURTHER INFORMATION CONTACT:

Joshua Jackson, Aviation Safety Inspector, Air Transportation Division, Flight Standards Service, Federal Aviation Administration, 800 Independence Avenue SW, Washington, DC 20591; telephone: 202-267-8166; email: .

SUPPLEMENTARY INFORMATION:

I. Executive Summary

As discussed in the notice of proposed rulemaking (NPRM),[1] the regulations establishing the requirements for flight instructors and check airmen in parts 121 and 135 are unclear regarding the medical certificate requirements when flight instructors or check airmen perform their duties in aircraft. The regulations indicate that flight instructors conducting flight training and check airmen administering checks in aircraft must hold a third-class medical certificate when not serving as a required flightcrew member. Elsewhere, however, the regulations also state that no medical certificate is required unless the flight instructor or check airman is serving as a required crewmember. Additionally, part 135 check pilots (aircraft) were held to different medical certification standards than part 121 check pilots and flight instructors and part 135 flight instructors.[2] This final rule resolves the discrepancy in the pertinent regulations by clarifying that flight instructors, check pilots, and check flight engineers (FEs) must hold the appropriate medical certificate only when serving as required flightcrew members in an aircraft. The final rule also includes nonsubstantive nomenclature changes and reorganizes certain sections of parts 121 and 135.

II. Authority for This Rulemaking

The FAA's authority to issue rules on aviation safety is found in Title 49 of the United States Code (49 U.S.C.). Subtitle I, section 106 describes the authority of the FAA Administrator to promulgate rules and regulations. Subtitle VII of title 49, Aviation Programs, describes in more detail the scope of the FAA's authority.

This rulemaking is promulgated under the authority described in section 44701, General Requirements; section 44702, Issuance of Certificates; and section 44703, Airman Certificates. Under these sections, the FAA prescribes regulations and minimum standards for practices, methods, and procedures the Administrator finds necessary for safety in air commerce. In addition, section 44701(d)(1)(A) specifically states the Administrator, when prescribing safety regulations, must consider the duty of an air carrier to provide service with the highest possible degree of safety in the public interest. ( printed page 51416)

III. Background

As discussed in the NPRM, all pilots serving in title 14 CFR part 121 and part 135 operations are required to complete certain flight training [3] and checking [4] on a regular basis to ensure each pilot's competency in operating the specific aircraft. The checks are conducted by check pilots: [5] airmen approved by the FAA who have the appropriate knowledge, training, experience, and demonstrated ability to evaluate and to certify the knowledge and skills of other pilots. The role of the check pilot is to ensure that the flightcrew member has met competency standards in a particular aircraft before the check pilot releases the flightcrew member from training and that the flightcrew member maintains those standards while remaining in line service. Similar responsibilities and objectives exist for check FEs in part 121.[6] Check pilot qualifications are set forth in §§ 121.411 and 135.337, as applicable. Check FE qualifications are set forth in § 121.411.

The flight training is conducted by a flight instructor who is designated by a part 121 or part 135 certificate holder and has the appropriate knowledge, training, experience, and demonstrated ability to instruct flightcrew members in a flight training segment of that certificate holder's training program. Flight instructor qualifications are set forth in §§ 121.412 and 135.338.

Under parts 121 and 135, flight training and checking can be accomplished in an aircraft or in a flight simulation training device (FSTD). As such, the qualification requirements for flight instructors, check pilots, and check FEs correspond to whether the training and checking is conducted in an aircraft or an FSTD. In an FSTD, flight instructors, check pilots, and check FEs typically do not occupy a flightcrew member station during training or checking. Rather, they typically occupy an instructor station from which they can oversee the simulation. Even when flight instructors, check pilots, or check FEs occupy a flightcrew member station in an FSTD, they are not subject to flightcrew member requirements that apply to operations conducted in the national airspace.[7]

When performing flight instructor, check pilot, or check FE duties in an aircraft, that person may serve as a required flightcrew member. Specifically, a flight instructor, check pilot, or check FE is a required flightcrew member if (1) required by the regulations under which the flight is being conducted ( e.g., when a safety pilot is required under part 91 or when a person receiving instruction is not qualified to act as pilot-in-command (PIC) and, therefore, the flight instructor acts as the PIC) or (2) required by the type certificate of the aircraft.[8] In these scenarios, the person may serve as a required flightcrew member only if, in addition to meeting the requirements to hold the respective position of flight instructor, check airman, or check FE, the person is also qualified to serve in the flightcrew member position, which includes medical certificate requirements.

Prior to 1996, the FAA required medical certificates for flight instructors and check airmen [9] performing such functions, even if they were not serving as required flightcrew members.[10] This was largely because the primary means of training occurred in an aircraft until the implementation of significant changes in training methods ( i.e., increased use of flight simulation) beginning in the late 1970s. With the increase in FSTD use, in 1996, the FAA, acknowledging that some experienced part 121 and part 135 airmen, who would otherwise qualify as flight instructors or check airmen but were not medically eligible to hold a medical certificate, were foreclosed by regulation from performing their functions even in FSTDs, revised the regulations.[11] Specifically, the final rule removed the medical certificate requirement altogether for flight instructors and check pilots in parts 135 and 121 who perform their functions in FSTDs.[12] However, as noted earlier, the regulatory text ultimately introduced confusion as to the medical certificate requirement for flight instructors and check airmen who perform their functions in aircraft in parts 121 and 135 when not serving as required flightcrew members. Specifically, §§ 121.411, 121.412, 135.337, and 135.338 apply internally inconsistent medical certificate requirements to check airmen and flight instructors when performing their duties in an aircraft.

Recognizing the contradiction in the regulations, the FAA gave force and effect to the most relieving provision by not requiring flight instructors and check airmen performing their respective duties in aircraft to hold any medical certificate when not serving as a required flightcrew member.

IV. Discussion of Final Rule and Public Comments

A. Final Rule and Changes

On June 3, 2019, the FAA published an NPRM that proposed to update regulatory text to remove the inconsistencies applicable to check pilots and flight instructors in parts 121 and 135 to provide clarity to check pilots, check FEs, and flight instructors on the applicable medical certificate requirements when performing their functions in aircraft. Specifically, the NPRM proposed to keep and revise paragraph (b)(5) of §§ 121.411, 121.412, 135.337, and 135.338 to mandate medical certificate requirements only for those check pilots, check FEs, and flight instructors considered required flightcrew members. Thus, the proposal removed explicit requirements for check pilots, check FEs, and flight instructors who are not also serving as required flightcrew members. However, as proposed, the FAA would have kept language set forth in §§ 121.411(e), 121.412(e), 135.337(e), and 135.338(e) that specifically stated a person who did not hold a medical certificate may function as a check pilot, check FE, or flight instructor (as applicable), but could not serve as a required flightcrew member.

In response to comments received and additional analysis during the pendency of the rulemaking, the FAA recognizes ( printed page 51417) that the proposed revisions to the regulations were insufficient to achieve the goal of the rulemaking: elimination of medical certificate requirement confusion. Specifically, paragraph (b)(1) in each section (§§ 121.411, 121.412, 135.337, and 135.338) still would have required a person to hold all the “airman” certificates and ratings required to serve as a PIC in operations under that part, which would include the requisite medical certificate in exercising the privileges of a commercial or ATP certificate.[13] Therefore, the FAA is adopting different language than proposed in the 2019 NPRM, accompanied by reorganization of the affected sections to reduce redundancy. To note, the substantive relief remains unchanged from that proposed in the 2019 NPRM and historical practice ( i.e., elimination of medical certificate requirements if not serving as a required flightcrew member).

Specifically, as it pertains to part 121, §§ 121.411(b)(1) and 121.412(b)(2) require a check pilot, check FE, and flight instructor to hold the airman certificates and ratings required to serve as a PIC or FE, as applicable, under part 121 operations. As written, “airman certificates” would include a medical certificate. Instead of relying on paragraph (b)(5) as an exception to paragraph (b)(1) in each section, as previously explained, this final rule revises each paragraph (b)(1) to specify that the requisite pilot or FE certificate and/or ratings are required. This revision, therefore, conveys that a medical certificate is not generally included in the required certificates to serve as a check pilot, check FE, or flight instructor. Therefore, while the NPRM proposed to revise §§ 121.411(b)(5) and 121.412(b)(5) from the regulations, this final rule would remove both paragraphs.[14] Additionally, this final rule would remove existing §§ 121.411(e) and 121.412(e) and adopt a new paragraph (f) that concisely sets forth that a person who serves as a required flightcrew member while performing check pilot or check FE duties must meet all requirements for the duty position in which they are serving. This would include the requisite medical certificate for that duty position.

In summary, when not serving as a required flightcrew member, the check pilot, check FE, or flight instructor would be required to hold all certificates and ratings required to serve as PIC or FE under part 121, pursuant to §§ 121.411(b)(1) and 121.412(b)(1) except a medical certificate. Pursuant to new §§ 121.411(f) and 121.412(f), if the check pilot, check FE, or flight instructor was serving as a required flightcrew member, the person must also meet the requirements for the duty position in which they are serving.[15]

Additionally, while the FAA did not propose a reorganization of §§ 121.411 and 121.412 in the NPRM as it did in part 135, this final rule will revise certain provisions to eliminate redundancy in the regulations. First, § 121.411(b)(4) requires an airplane check pilot or check FE to satisfactorily complete the applicable training requirements of § 121.413, including inflight training and practice for initial and transition training. Similarly, § 121.412(b)(4) requires an airplane flight instructor to satisfactorily complete the applicable training requirements of § 121.414, including inflight training and practice for initial and transition training. The FAA finds these concluding phrases to be redundant because §§ 121.413 and 121.414 set forth the initial, transition, and recurrent training and checking requirements for check pilots, check FEs, and flight instructors, as applicable, and would control the scenarios under which the inflight training and practice for initial and transition training is required. Therefore, the FAA is removing the language in §§ 121.411(b)(4) and 121.412(b)(4) as redundant.

Second, § 121.411(b)(6) requires a check airman to satisfy the recency of experience requirements of § 121.439, as applicable. Section 121.439 sets forth the recent experience requirements for pilot qualification and applies specifically to required pilot flightcrew members in paragraph (a). In other words, § 121.439 would be rendered applicable only when a check pilot serves as a required flightcrew member. The recency of experience requirements of § 121.439 would, therefore, be required regardless of the specification of § 121.411(b)(6). The same principle applies in § 121.412. Therefore, §§ 121.411(b)(6) and 121.412(b)(6) are removed in this final rule; however, the FAA emphasizes that this does not change the existing substantive recency of experience requirements. Additionally, §§ 121.411(f) and 121.412(f) would act as an umbrella provision for check pilots, check FEs, and flight instructors who serve as required flightcrew members, thereby subjecting a check pilot serving as a required flightcrew member to meet § 121.439.

In removing these revisions for redundancy (as well as §§ 121.411(b)(5) and 121.412(b)(5) as previously discussed), the requirements of § 121.411(b) for check pilot and check FE (airplane) are largely mirrored in § 121.411(c) for check pilot and check FE (FSTD). Similarly, the requirements of § 121.412(b) for flight instructor (airplane) are largely mirrored in § 121.412(c) for flight instructor (FSTD). Therefore, the FAA finds that the provisions in each paragraph, respectively, can be combined without losing any clarity or substantive requirements. Subsequently, the introductory language is revised to include both airplane and FSTD check pilots and check FEs, and paragraphs (b) and (c) are merged.[16] Additionally, the reference to paragraphs (c)(2) through (4) in §§ 121.411(d) and 121.412(d) are removed, as those previous provisions will be covered under the reference to paragraphs (b)(2) through (4), which remain.

The same general revisions are made in part 135; however, part 135 does not contemplate FEs as part 121 does. Therefore, §§ 135.337(b)(1) and 135.338(b)(1) are revised to state that check pilots must hold the pilot certificates and ratings required to serve as a PIC in operations under part 135. Additionally, for the same reasons previously discussed for part 121, this final rule removes paragraphs (b)(5) and (b)(6) [17] in each section, removes paragraph (e) in each section, and adds new paragraph (f), explicitly stating that each person who serves as a required flightcrew member while performing check pilot duties must meet the requirements for the duty position in ( printed page 51418) which they are serving. This would include the appropriate medical certificate when serving as a required flightcrew member. The FAA acknowledges that there may be instances where a person is “assigned” to a part 135 operation. The FAA notes that if a check pilot or flight instructor is assigned duties, then they must be qualified as if they were required ( i.e., must be qualified for the operation for which the person is to be used), pursuant to § 135.95. Additionally, for the same reasons previously discussed in the part 121 revisions, the FAA is combining § 135.337 paragraph (c) with paragraph (b) and § 135.338(c) with (b).

In summary, these changes clarify that a person serving as a check pilot, check FE, or flight instructor under parts 121 or 135 would not be required to hold a medical certificate unless serving as a required flightcrew member. As previously discussed, a person is a required flightcrew member in two scenarios: (1) where the operating rule requires the person to be a flightcrew member or (2) the aircraft's type certificate requires the person to be a flightcrew member. In either scenario, the person would be required to hold a medical certificate in accordance with the privileges of the certificate they were exercising.[18] For example, if a check pilot is performing a check but also serving as a safety pilot under § 91.109, that check pilot would be considered a required flightcrew member (due to the operating rule). Because under § 91.109(c)(1), the safety pilot/check pilot would be exercising the privileges of at least a private pilot certificate, the person must hold the requisite medical certificate: at least a third-class medical certificate.[19] As another example, if the check pilot is conducting a check under part 135 in an aircraft that requires two pilots via type certificate and the check pilot is the second pilot, the check pilot would be serving as a required flightcrew member under that part (due to type certificate). That check pilot would be serving as second in command, requiring at least a commercial pilot certificate and an instrument rating pursuant to § 135.4. Because the check pilot would be exercising the privileges of a commercial pilot certificate and instrument rating, that check pilot must hold at least a second-class medical certificate.[20] The same principle applies to part 121 operations, as well as flight instructors who would be considered required flightcrew members.

B. Redesignation of Affected Sections

As discussed in the previous section, the final rule revises and removes a number of existing paragraphs within §§ 121.411, 121.412, 135.337, and 135.338. The FAA provides the following tables to concisely detail the resulting redesignation within those sections.

Table 1—Part 121 Redesignation

Current citation (14 CFR § ) Final rule action Current citation (14 CFR § ) Final rule action
121.411(a) Unchanged 121.412(a) Unchanged.
121.411(b) Incorporated paragraph (c) 121.412(b) Incorporated paragraph (c).
121.411(c) Merged into paragraph (b) 121.412(c) Merged into paragraph (b).
121.411(d) Redesignated as § 121.411(c) 121.412(d) Redesignated as § 121.412(c).
121.411(e) Removed 121.412(e) Removed.
121.411(f) Redesignated as § 121.411(d) 121.412(f) Redesignated as § 121.412(d).
121.411(g) Redesignated as § 121.411(e) 121.412(g) Redesignated as § 121.412(e).

Table 2—Part 135 Redesignation

Current citation (14 CFR § ) Final rule action Current citation (14 CFR § ) Final rule action
135.337(a) Unchanged 135.338(a) Unchanged.
135.337(b) Incorporated paragraph (c) 135.338(b) Incorporated paragraph (c).
135.337(c) Merged into paragraph (b) 135.338(c) Merged into paragraph (b).
135.337(d) Redesignated as § 135.337(c) 135.338(d) Redesignated as § 135.338(c).
135.337(e) Removed 135.338(e) Removed.
135.337(f) Redesignated as § 135.337(d) 135.338(f) Redesignated as § 135.338(d).
135.337(g) Redesignated as § 135.337(e) 135.338(g) Redesignated as § 135.338(e).

C. Discussion of Comments

The FAA received and considered 12 comments to the NPRM, consisting of two from industry (Ameristar Air Cargo, Inc. and Harris Aircraft Services, Inc.) and 10 from individuals. The majority of commenters, including Ameristar Air Cargo, Inc. (Ameristar) and Harris Aircraft Services, Inc. (Harris), supported the rule. Only two individuals opposed the proposal, while three commenters sought additional clarification on the proposal.

1. Support for the Rule

The majority of commenters supported the proposal. While some simply stated support for the proposal with no further rationale, several provided additional discussion as part of their support. Many supporters stated that the proposal helps to clarify an unsettled area of confusion for parts 121 and 135 operators. Supporters, including Harris and Ameristar, emphasized that adoption of the proposal would ensure operators could capitalize on the experience, ability, and expertise of retired or semi-retired pilots who may not be able to qualify for a medical certificate. Ameristar contended that utilizing the check airmen and instructors in a non-required flightcrew member role provides benefits, including, for ( printed page 51419) example, providing: (1) an additional person on the flight deck who understands the systems, procedures, and regulatory requirements and (2) an additional person to evaluate the improvement of teaching and checking techniques. Because that person is an additional and not a required flightcrew member, the lack of a medical certificate in that role would not necessarily degrade safety, as the person would not be in control of the aircraft. A couple of commenters went on to stress, though, that if check airmen or flight instructors were serving as required crewmembers, then they should possess the appropriate medical certificate to serve in the requisite capacity. Harris noted that the ability to utilize pilots for longer periods as check pilots would relieve the burden from the local Flight Standards District Office (FSDO).[21]

2. Requests for Clarifications and Suggestions

Several commenters suggested clarifications to the proposed regulatory text, asked specific questions and/or hypothetical scenarios to ensure understanding of the proposal, or requested additional relief for check pilots and flight instructors. This section responds to such comments.

First, one commenter asked the FAA to clarify when a check pilot would be a required flightcrew member. The commenter stated there are a number of operators who fly Caravan and Pilatus series aircraft in commercial operations, which are examples of specific aircraft that are certified to fly in commercial operations using a single pilot. The commenter further stated that if a check pilot were to give a check ride in one of these aircraft and the flight was flown under visual flight rules (VFR) flight with the applicant wearing a view limiting device, then the check pilot would be considered an essential flightcrew member even though the type certificate for the aircraft does not require a second pilot. The commenter asked for additional clarification to the regulation to explicitly allow a check pilot without a medical certificate to serve as a safety pilot while simultaneously conducting a check ride in an aircraft certified to be used in commercial operations using a single pilot. The commenter explained that, if needed, the check ride could be conducted or mandated to be flown in VFR conditions if there was any concern with the applicant wearing a view-limiting device, adding that while the flight may be conducted while adhering to part 135 rules for the purposes of the check ride, the flight could be legally flown under part 91.

As discussed in section IV.A. of this preamble, a person is a required flightcrew member in two scenarios: where the operating rule or the aircraft's type certificate requires the person to be a required flightcrew member. In the commenter's hypothetical, the person would be required to hold a medical certificate in accordance with the privileges of the certificate they were exercising. Therefore, as the example provides in that section, the safety pilot would be exercising the privileges of a private pilot certificate and would require at least a third-class medical certificate. The FAA recognizes that the currently situated regulations indicate that, in this case, a safety pilot would be required to hold a first- or second-class medical certificate. As discussed, the FAA has removed that language in the adoption of this final rule; the pilot certificate that is required for the specific operation (whether that be by regulation or type certificate) controls what medical certificate is necessary for the pilot to hold.

The same commenter also asked the FAA to consider extending the rulemaking further to remove the general requirement that FAA aviation safety inspectors (ASIs) possess second-class medical certificates, as advertised by FAA ASI job solicitations. The commenter stated that ASI positions that involve simulator-only operations should be given the same consideration that check pilot, check FE, and flight instructor positions were given in this proposal ( i.e., to not require that they hold medical certificates). The commenter explained that an ASI is not normally acting as a required crewmember, and there is no need for an ASI to hold a medical certificate if the ASI is overseeing an airline designating a new check pilot or renewing a check pilot. The commenter asked if, assuming all the other requisites for that type of ASI job announcement are met, the FAA could consider removing the requirement that ASIs hold medical certificates for ASIs involving simulator operations so that the FAA could access the same highly experienced pilot pool as is discussed in the proposal concerning check pilots and flight instructors.

The FAA acknowledges this comment, but changes to the FAA's hiring parameters and qualifications are outside the scope of this rulemaking. FAA requirements for ASIs are internal requirements specific to the FAA's employees rather than regulations on the public. Such internal FAA requirements are not subject to rulemaking nor public notice and comment.

Two individuals commented on requirements where a check pilot would be only occupying the jump seat. One of the individuals stated that the medical certification requirements should only be specific to or differentiate between the position of the check pilot: for example, a jump seat or a simulator. The FAA maintains that the differentiation between the requisite medical certificates should not be driven by the pilot's physical position in the aircraft but rather by their duties. The implementation of a rule only applicable to a certain location or seat could not be applicable to every contemplated aircraft that may be used in a part 121 or part 135 operation. Specifically, a check pilot may be checking a pilot in an aircraft that does not have a jump seat. Or, an aircraft may be type certificated for one pilot, and the regulations do not require more than one, in which case the check pilot could occupy the right seat to carry out the check. Therefore, it is inappropriate to regulate based solely on the physical location of the check pilot, check FE, or flight instructor and, for the reasons discussed in this preamble, more appropriate to ensure the pilot possesses the corresponding medical certificate required to perform the duties of the position that pilot is performing.

Next, one commenter asked whether a person would need to hold a medical certificate if that person was a check pilot or flight instructor who was the sole person on board with the ability to maintain the flight.

The FAA assumes that the commenter is alluding to a scenario in which a flight departs with a pilot serving as PIC in a single pilot operation with a check pilot on board conducting a check, subsequent to which the pilot experiences an incapacitating event and the check pilot is therefore required to fly the aircraft. While it is possible that a scenario such as the commenter raised could occur, the required flightcrew determination that check pilots rely on is made prior to takeoff based on the type certificate for the aircraft or the regulations governing the flight. In a hypothetical emergency situation, the ( printed page 51420) primary concern would be the safety of the persons on board the aircraft and landing the aircraft; a medical certificate (or lack thereof) should not prevent a check pilot or flight instructor from mitigating a safety situation. Therefore, the FAA does not intend to make amendments to the regulations beyond what was in the NPRM.

Ameristar requested clarification regarding the recency of experience and training requirements. Specifically, Ameristar asked that the FAA state whether a flight instructor who is not a required crewmember must meet the recency of experience requirements of § 121.412(b)(6). Ameristar believes that the instructor would not need to meet those requirements as long as he or she meets all of the other requirements of § 121.412.

Section 121.412 contains the qualification requirements for persons serving as flight instructors under part 121. Among these requirements, § 121.412(b)(6) requires part 121 flight instructors to, with respect to the airplane type involved, meet the recency of experience requirements of § 121.439, as applicable. The FAA notes that the same requirement would apply to check pilots and check FEs under part 121, as § 121.411 requires check pilots to meet the recency of experience requirements of § 121.439, as applicable. The recent experience requirements in § 121.439 apply only to “required pilot flightcrew members.” Therefore, for flight instructors, check FEs, and check pilots in aircraft who are not serving as required flightcrew members, the recency of flight experience requirements of § 121.439 [22] are not applicable. This same concept applies to the recency of flight experience requirements in part 135. In other words, for part 135, a certificate holder may only use a check airman or flight instructor as a required flightcrew member serving as PIC carrying passengers if the person has satisfied the recency of experience requirements of § 135.247. Because these regulations set forth the conditions under which a pilot or FE must meet the recency of experience, the FAA does not find these provisions ( i.e., §§ 121.411(b)(6), 121.412(b)(6), 135.337(b)(6), and 135.338(b)(6)) required. The FAA expects these revisions to succinctly set forth the expectations for recency of experience. See section IV.A. of this preamble for additional discussion on the removal of these paragraphs.

Finally, Ameristar stated that it believed that the authorization to conduct training or checking without a medical certificate should be delineated to (1) line checks pursuant to § 121.440, where the PIC being checked is currently qualified as a pilot in command and is not out of currency, and (2) refresher training under § 121.434(h)(4)(ii) or other training required by a training program that requires an observation by an aircraft instructor or check pilot where the individual is otherwise qualified to be a required crewmember. Ameristar recommended limiting the allowance of checking or training without a medical certificate in part 121 to the line check requirement in § 121.440 and the refresher training in § 121.434 (or similar observational training) only. The FAA emphasizes that, as previously discussed, §§ 121.411 and 121.412 are currently implemented so as to not require a medical certificate when a check pilot or flight instructor is not serving as a required flightcrew member. This final rule merely clarifies, but does not change, the current implementation of those requirements. It is not the FAA's intention to limit the authorization to conduct training or checking without a medical certificate further, nor does the FAA find it appropriate to do so. If the check pilot and flight instructor conducting their duties under § 121.440 or § 121.434 are not required crewmembers, then they would not be required to hold a medical certificate.

3. Opposition to Rule

Two anonymous commenters explicitly disagreed with the proposal. One commenter expressed a lack of understanding as to why check pilots should be exempt from medical certificate requirements, opining that it could be dangerous to other people on the flight if they relied on the check pilot and a medical situation were to happen. The second commenter believed that lowering the certifications would add to general aviation community fears, especially as it pertained to flight paths of commuter aircraft.

As discussed in the NPRM, given the contradictory provisions in parts 121 and 135 regarding medical certification, the FAA currently implements §§ 121.411, 121.412, 135.337, and 135.338 under the least burdensome provision such that parts 121 and 135 check pilots and flight instructors are not required to hold a medical certificate unless serving as required flightcrew members. In other words, this final rule maintains the status quo of medical certificates in current practice. Given the length of time and lack of safety data to support more stringent medical certificate requirements on these persons, the FAA has no basis upon which to conclude that this final rule would create an adverse impact on safety. The required flightcrew, who are responsible for the safe conduct of the flight, will continue to hold the appropriate medical certificates as required by § 61.23.

Further, when a check pilot or flight instructor is serving as a required flightcrew member ( i.e., at the controls as required by regulation or type certificate), that check pilot or flight instructor must be fully qualified to serve as PIC [23] to include the requirement to hold a first- or second-class medical certificate, as appropriate, under § 61.23. In other words, they are not exempt from any medical certificate requirement. The only time a check pilot, check FE, or flight instructor is not required to hold a medical certificate is when they are not serving as a required flightcrew member; in that case, they are not needed for the conduct of the flight, and the person or persons operating the flight in that scenario would be fully qualified to conduct the operation. Eliminating the requirement that a check pilot, check FE, or flight instructor hold a medical certificate when they are not serving as a required flightcrew member will have no impact on risk to safety because aircraft will continue to operate using required flightcrew members who satisfy the necessary training and qualification requirements, including the requirement to hold an appropriate medical certificate. Therefore, while the FAA is revising some regulatory text from that proposed in the NPRM, as ( printed page 51421) explained in this preamble, the FAA is moving forward with the removal of certain inconsistent text to make clear no medical certificate is required for certain persons.

D. Miscellaneous Amendments

1. Part 121

The FAA notes that it did not propose changes to certain terminology in part 121 of the NPRM. However, given the proposed changes in part 135, the FAA finds that it would introduce confusion to have references to “check airmen” and “check pilots,” which could indicate the two have different meanings when that may not be the intent. Therefore, the FAA is adopting nonsubstantive rule terminology changes in part 121 of this final rule. Specifically, “check airmen” is changed to “check pilot” and/or “check flight engineer” (as applicable [24] ) in the plural and singular. Currently, the term “check airmen” applies to both check pilots and check FEs. While there are similarities between the required training, qualification, and duties of check pilots and check FEs, there are many distinctive requirements. For example, a check pilot evaluates pilots operating the flight controls of an airplane, while a check FE evaluates FEs managing airplane systems. Using “check airmen” to describe both check pilots and check FEs can lead to confusion or misapplication of the regulations. Additionally, some provisions in subparts N and O of part 121 use the term “pilot check airman,” while other provisions in subparts N and O use the term “check pilot.” The FAA considers these two terms synonymous, but using two different terms can create confusion and inconsistent application.

Additionally, the term “simulator” is changed to “FSTD.” Specifically, where the regulations reference a flight simulator or a flight training device together, the correct terminology is “flight simulation training device” or “FSTD,” given the definition of a flight simulation training device in 14 CFR 1.1.[25] This revision does not result in any substantive change to the regulations; rather, it simply condenses regulatory text. The following table sets forth the specific revised regulatory citations.

Table 3—Terminology Changes in Part 121

Revision Affected regulations in this final rule (14 CFR)
“Check airman” to “check pilot” and/or “check flight engineer” §§ 121.401(a)(1), (c), and (e); 121.407(a)(5); 121.408(d) and (d)(1); 121.411(a)(1) and (2), (b), (b)(1) and (5), (d), (d)(1) and (2); 121.413(a), (a)(1), (c)(1), (d)(1) and (2); 121.414(a)(2); 121.434(d); 121.439(b)(1) and (e); 121.440(b)(1) and (c)(1); 121.441(b)(2); 121.445(d)(2); 121.915(b)(2)(iii); 121.919(e); appendix E to part 121, II.(f) and IV.(j); appendix F to part 121, V., freestanding paragraph after (d)(2); appendix H to part 121 3., 4., and 5.
“Check airmen” to “check pilots” and/or “check flight engineers” §§ 121.401(a)(4); 121.402(b)(4); 121.411 heading; 121.411(a)(3); 121.413 heading; 121.413(c), (c)(7), (d), (d)(2), (e), (e)(3) and (4), (g), and (h); appendix H to part 121 intro paragraph and 5.
“Simulator” to “FSTD” §§ 121.411(a)(1) and (2), (d), (d)(1) and (2); 121.412(a)(1) and (2), (d), (d)(1) and (2); 121.413(a)(2), (c)(7) and (7)(iv), (d)(2) and (2)(iv), (f), (g)(1) and (2), and (h); and 121.414(a)(2), (c)(8) and (8)(iv), (d)(2) and (2)(iv), (f), (g), (g)(1) and (2), and (h).

2. Part 135

The FAA did not receive any comments on its proposed part 135 terminology changes as discussed in the NPRM. Specifically, the FAA proposed to change “check airman” to “check pilot,” in the singular and plural, as well as changing “flight simulator” to “FSTD,” [26] where appropriate, and adopts these revisions in this final rule. The following table sets forth the specific revised regulatory citations.

Table 4—Terminology Changes in Part 135

Revision Affected regulations (14 CFR)
“Check airman” to “check pilot” §§ 135.113; 135.297(c)(2); 135.323(a)(1) and (c); 135.337(a)(1), (a)(2), (b), (b)(1), (b)(6), (d), (d)(1), and (d)(2); 135.339(a), (a)(1), (c)(1), and (d); 135.340(a)(2).
“Check airmen” to “check pilots and check flight engineers” §§ 135.321(a)(2); 135.323(a)(4); 135.324(b)(4); 135.337 heading; 135.337(a)(3); 135.339 heading; 135.339(c), (d), (e), and (g).
“Simulator” to “FSTD” §§ 135.323(a)(4); 135.337(a)(1), (a)(2), (d), (d)(1), and (d)(2); 135.338(a)(1), (a)(2), (d), (d)(1), and (d)(2); 135.339 heading; 135.339(g); and 135.340(g).

3. Removal of Certain Dated Provisions

During the pendency of this rulemaking, the FAA noted several provisions in parts 121 and 135 that direct action or remove action after a certain date that has since passed. As a result, these provisions are unnecessary and may be removed without any substantive effect. The FAA notes that, while these removals were not included in the NPRM to this Final Rule, they are purely editorial revisions in nature that do not result in additional or lesser requirements on the regulated community.

First, in December 1995, the FAA published the Air Carrier and Commercial Operator Training Programs final rule.[27] This created a rule (§ 121.404) with compliance ( printed page 51422) requirements for flight crewmembers, flight attendants, and aircraft dispatchers to have received Crew Resource Management (CRM) or Dispatch Resource Management (DRM) initial training by certain dates ( i.e., after March 19, 1998 and after March 19, 1999). Because these dates have passed, the FAA removes references to the expired compliance dates from § 121.404 in this final rule.

Next, in November 2013, the FAA issued the Qualification, Service, and Use of Crewmembers and Aircraft Dispatchers final rule.[28] That rule prescribed a compliance date of March 12, 2019, for certain provisions. Because March 12, 2019, has passed, the FAA is removing references to that expired compliance date, as well as certain requirements in part 121 subparts N and O that have expired. Specifically, the following paragraphs list a compliance date of March 12, 2019, as an outgrowth of that rule. Because these regulations are now in effect and do not require an explicit compliance date, the following paragraphs are revised or removed, as appropriate,[29] from the regulations:

Footnotes

1.   Removal of Check Pilot Medical Certificate Requirement notice of proposed rulemaking, 84 FR 25499 (Jun. 3, 2019).

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2.  Specifically, § 135.337(b)(5) states that a check airman (aircraft) must hold at least a third-class medical certificate unless serving as a required crewmember and the exception in § 135.337(e) that a check airman who does not hold the appropriate medical certificate may serve as a check airman, but not a required flightcrew member, applies only to check airmen (simulators). This differs from how the regulations treat part 121 check airmen and flight instructors and part 135 flight instructors.

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5.  The FAA notes that the NPRM proposed only to change verbiage in part 135 from “check airman” to “check pilot,” as well as their plural forms. As discussed in section IV.D.1. of this preamble, the FAA is expanding this terminology change to include part 121. Therefore, for purposes of this preamble, the FAA uses the terms “check pilot” and “check flight engineer,” as applicable, rather than “check airman” unless referring to past regulations that use “airman.”

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7.  Under § 1.1, a flightcrew member is “a pilot, flight engineer, or flight navigator assigned to duty in an aircraft during flight time.”

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8.  Letter of Interpretation to Willmot White from Carl Schellenberg, Assistant Chief Counsel, Regulations and Enforcement Division (Oct 5, 1978). Letter of Interpretation to Ivan Grau from Rebecca B. MacPherson, Assistant Chief Counsel for Regulations (Oct. 1, 2010); Letter of Interpretation to Louis Glenn from Rebecca B. MacPherson, Assistant Chief Counsel for Regulations (Dec. 1, 2009).

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9.  See footnote 5 of this preamble.

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10.   See e.g., Air Taxi Operators and Commercial Operators, 42 FR 43490 (Aug. 29, 1977) and Air Taxi Operators and Commercial Operators, 43 FR 46742, 46777 (Oct. 10, 1978).

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11.   Training and Qualification Requirements for Check Pilots and Flight Instructors final rule, 61 FR 30734 (Jun. 17, 1996).

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12.   Id. at 30735. Specifically for check airmen, the rule removed, first, the requirement to hold at least a Class III (third class) medical certificate in then-§ 121.411(a)(6) and, second, the requirements to hold a Class I, II, or III (first, second, or third class) medical certificate in then-§ 135.337(a). Additionally, the rule added §§ 121.412 and 135.338 to specifically speak to flight instructors and excepted those persons instructing in a simulator from holding a medical certificate.

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14.  Paragraph restructuring is discussed in section IV.B. of this preamble. Additionally, the FAA notes that the NPRM proposed to change certain medical certificate terminology from Class I, II, and III to first-class, second-class, and third-class. With the elimination of these paragraphs, that proposal is rendered irrelevant.

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15.  For example, pursuant to 14 CFR 63.3, if a person is acting as a flight engineer of an aircraft, that person would be required to hold at least a second-class medical certificate or other documentation acceptable to the FAA. However, if the check flight engineer was only performing check duties, and was not acting as the flight engineer of the aircraft, the person would be excepted from holding the medical certificate.

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16.  See section IV.B. of this preamble for section redesignation as an outgrowth of eliminated paragraphs.

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17.  For clarity, paragraph (b)(6) in §§ 135.337 and 135.338 require a check pilot or flight instructor to satisfy the recency of experience requirements of § 135.247. Section 135.247 applies to those pilots serving as PIC of an aircraft carrying passengers, which would apply regardless of duplicity in §§ 135.337 and 135.338. In other words, § 135.247 continues to control the conditions under which a person must meet recent experience requirements.

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18.  Section 61.3(c)(1) requires a person to hold the appropriate medical certificate if serving as a required pilot flightcrew member, subject to certain exceptions set forth in § 61.3(c)(2). Section 61.23 sets forth the class of medical certificate required for pilots, and § 63.3(b) requires a flight engineer to hold at least a current second-class medical certificate.

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21.  Checks may be given by the Administrator or an authorized check pilot; therefore, where a check pilot is unavailable, an FAA Aviation Safety Inspector (ASI) at a FSDO would give the appropriate check. The FAA notes that one commenter who supported the proposal as providing clarity and efficiency also questioned why check pilots must be approved or authorized by the Administrator. Because this responsibility is delegated to a person outside the FAA, the Administrator must ensure that the check pilot and flight instructors demonstrate the ability to perform check and instruction functions.

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22.  The FAA notes that this may seem inconsistent with recency of experience requirements set forth in current §§ 121.411(f) and 121.412(f) (redesignated in this final rule as paragraph (d) for each section), which are required of simulator check airmen or flight instructors regardless of whether the person is a required crewmember or not. In other words, check pilots and flight instructors who are conducting checks or instruction in only simulators must meet certain recency requirements ( i.e., fly at least two flight segments as a required crewmember for the type of airplane in the 12 month period preceding the performance of any check airman duty in a full flight simulator (FFS) or satisfactorily complete a line-observation program within the period prescribed by that program preceding the performance of any check airman duty in an FFS). The recency of experience requirements for check airmen and flight instructors who only conduct operations in FFS ensure that these persons are adequately familiarized with a real-time flight environment. The same reasoning applies in part 135 ( i.e., current §§ 135.337(f) and 135.338(f)).

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23.   See §§ 121.411(b)(1); 121.412(b)(1); 135.337(b)(1); and 135.338(b)(1). The FAA notes that a check pilot and flight instructor must hold the airman certificates and ratings required to serve as a PIC in operations under part 121 or 135, as applicable, regardless of whether they are a required flightcrew member.

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24.  There are certain instances in part 121 where “check airman” directs action only on a pilot or a flight engineer, not both. For example, § 121.413(e) sets forth initial and transition flight training specific to check pilots and check flight engineers. In these instances, the appropriate replacement is made.

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25.  Specifically, an FSTD is defined as a full flight simulator or a flight training device. Additionally, the FAA notes that a flight simulation training device is abbreviated “FSTD” pursuant to 14 CFR 1.2.

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26.  The FAA notes that the regulations refer to check pilot and flight instructor duties only in flight simulator in § 135.337(f)(1) and (2) and § 135.338(f)(1) and (2). However, in practice, these regulations apply to any checking and instruction in flight training devices, as well.

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27.   Air Carrier and Commercial Operator Training Programs,60 FR 65940 (Dec. 20, 1995).

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28.   Qualification, Service, and Use of Crewmembers and Aircraft Dispatchers,78 FR 67800 (Nov. 12, 2013).

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29.  Some paragraphs are only utilized to set forth the compliance date; these paragraphs are removed in their entirety ( e.g., § 121.413(i)). Other paragraphs set forth the compliance date among other text within the paragraph; these paragraphs are revised to remove only the compliance date phrasing ( e.g., § 121.407(e)).

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30.  The compliance date for § 121.407(b)(2)(ii)(B)(6) has passed and, therefore, the requirement to provide an opportunity for each PIC to demonstrate leadership and command skills as part of LOFT is currently in effect. Therefore, the introductory text in paragraph (b)(2)(ii)(B) is rendered unnecessary, and the list of (b)(2)(ii)(B)( 1) through ( 6) becomes (b)(2)(ii)(A) through (F).

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31.  The elimination of the compliance date in § 121.433 resulted in the removal of paragraph (d) in its entirety. As a result, § 121.433(e) is redesignated to § 121.433(d). In turn, this final rule makes a conforming amendment in § 121.427(e)(1)(ii)(B) to correct the cross-reference of § 121.433(e) to (d).

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32.   Pilot Professional Development,85 FR 10896 (Feb. 25, 2020).

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33.  Some paragraphs are only utilized to set forth the compliance date; these paragraphs are removed in their entirety ( e.g., § 121.420(c)). Other paragraphs set forth the compliance date among other text within the paragraph; these paragraphs are revised to remove only the compliance date phrasing ( e.g., § 121.429(a)).

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34.  To note, § 121.409(b)(2)(ii)(B)(6) is redesignated as § 121.409(b)(2)(ii)(F), as discussed in footnote 27 of this preamble. As a result of the redesignation, the FAA made a conforming amendment to § 135.3(d)(2) to revise the cross reference in that section to the updated citation of § 121.409(b)(2)(ii)(F).

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35.  National Vital Information Subsystem (NVIS) database, January 2020. All estimates of affected check pilots reported in this section are based on information from FAA's Air Transportation Division and the National Vital Information Subsystem (NVIS) database.

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[FR Doc. 2024-12621 Filed 6-17-24; 8:45 am]

BILLING CODE 4910-13-P

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89 FR 51415

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“Removal of Check Pilot Medical Certificate Requirement,” thefederalregister.org (June 18, 2024), https://thefederalregister.org/documents/2024-12621/removal-of-check-pilot-medical-certificate-requirement.