Instrument Rating (Helicopter) Pilot Qualifications Lesson Plan

Instrument Rating (Helicopter) • ACS Area I, Task A

The Instrument Rating (Helicopter) Pilot Qualifications Lesson Plan covers the knowledge, risk management, and flight skills required by FAA-S-ACS-14.

Introduction

  • Attention Getter: Present an IFR helicopter operation in which small errors, changing weather, automation, or workload can rapidly erode terrain, obstacle, power, or control margins.
  • Objective: To determine the applicant exhibits satisfactory knowledge, risk management, and skills associated with requirements to act as pilot-in-command under instrument flight rules.

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Materials

  • FAA-S-ACS-14.
  • Model-specific Rotorcraft Flight Manual, approved checklist, IFR supplements, and installed-equipment guides.
  • Task references: 14 CFR part 61; AC 68-1; FAA-H-8083-2, FAA-H-8083-15, FAA-H-8083-21, FAA-H-8083-25

Instructor Actions

  • Teach the task progressively in realistic helicopter IFR context and preserve aircraft control, obstacle clearance, power margin, and workload capacity.
  • Teach and assess the following knowledge elements:
    • Certification requirements, recency of experience, and recordkeeping. (IH.I.A.K1)
    • Privileges and limitations. (IH.I.A.K2)
    • Part 68 BasicMed privileges and limitations. (IH.I.A.K3)
  • Use realistic helicopter IFR scenarios to teach and assess the following risk-management elements:
    • Proficiency versus currency. (IH.I.A.R1)
    • Personal minimums. (IH.I.A.R2)
    • Fitness for flight and physiological factors that might affect the pilot’s ability to fly under instrument conditions. (IH.I.A.R3)
    • Flying unfamiliar helicopters or operating with unfamiliar flight display systems and avionics. (IH.I.A.R4)
  • Demonstrate, coach, and assess the following skills:
    • Apply requirements to act as pilot-in-command (PIC) under Instrument Flight Rules (IFR) in a scenario given by the evaluator. (IH.I.A.S1)
  • Syllabus Objective Coverage:
    • Explain certification requirements, recency of experience, and recordkeeping.
    • Explain the privileges and limitations of an instrument rating for acting as pilot in command under IFR or in weather below VFR minimums in a helicopter.
    • Apply instrument-rating privileges and limitations, including category, class, type-rating, aircraft, currency, and operating-rule requirements, to a proposed helicopter IFR flight.
    • Explain 14 CFR part 68 BasicMed eligibility, privileges, operating limitations, and required documents.
    • Apply 14 CFR part 68 BasicMed privileges and limitations to a proposed aircraft, flight, and operating scenario.
    • Identify BasicMed exception for covered practical tests.
    • Distinguish BasicMed documents carried from records retained in the logbook (if applicable).
    • Identify and assess the risk of being legally instrument-current but not proficient or ready for the planned helicopter IFR flight.
    • Select conservative controls when recent experience, helicopter-specific proficiency, or readiness is insufficient for the planned IFR flight.
    • Establish and apply personal minimums without relaxing them under operational pressure.
    • Determine when a condition, medication, or treatment prohibits operation and what must be established before returning.
    • Assess fitness for flight before and during instrument operations and mitigate impairment.
    • Identify, assess, and select effective controls for risks associated with flying unfamiliar helicopters or operating with unfamiliar flight display systems and avionics.
    • Apply requirements to act as pilot-in-command (PIC) under Instrument Flight Rules (IFR) in a scenario given by the evaluator.
  • Use the current RFM, checklist, limitations, charts, procedures, and ATC information; document deficiencies and retraining.

Guided Scenario(s)

  • Use an IFR helicopter flight involving changing weather, terrain or obstacles, route constraints, automation, and external pressure.
  • Introduce a meaningful change in clearance, equipment status, weather, landing area, fuel, power margin, or workload and require a revised decision.
  • Require a self-critique tied to every applicable ACS element and helicopter limitation.

Student Actions

  • Complete assigned study and review the RFM, checklist, charts, and procedures.
  • Explain each knowledge element in operational context.
  • Identify, assess, and mitigate each applicable risk.
  • Demonstrate each applicable skill within FAA-S-ACS-14 standards and helicopter limitations.
  • Make and defend appropriate continue, delay, divert, missed-approach, or discontinue decisions.
Instrument Rating (Helicopter) Pilot Qualifications Lesson Plan

Airman Certification Standards

Instrument Rating (Helicopter) Pilot Qualifications Airman Certification Standards

  • Objective: To determine the applicant exhibits satisfactory knowledge, risk management, and skills associated with requirements to act as pilot-in-command under instrument flight rules.
  • References: 14 CFR part 61; AC 68-1; FAA-H-8083-2, FAA-H-8083-15, FAA-H-8083-21, FAA-H-8083-25
Knowledge 3 ACS Elements
  • IH.I.A.K1:
    Certification requirements, recency of experience, and recordkeeping.
  • IH.I.A.K2:
    Privileges and limitations.
  • IH.I.A.K3:
    Part 68 BasicMed privileges and limitations.
Risk Management 4 ACS Elements
  • IH.I.A.R1:
    Proficiency versus currency.
  • IH.I.A.R2:
    Personal minimums.
  • IH.I.A.R3:
    Fitness for flight and physiological factors that might affect the pilot’s ability to fly under instrument conditions.
  • IH.I.A.R4:
    Flying unfamiliar helicopters or operating with unfamiliar flight display systems and avionics.
Skills 1 ACS Element
  • IH.I.A.S1:
    Apply requirements to act as pilot-in-command (PIC) under Instrument Flight Rules (IFR) in a scenario given by the evaluator.

Conclusion

  • Review the objective, risks, performance strengths, and retraining needs.
  • Record progress and assign the next applicable lesson.