Assessor Resource

AVIY4063
Perform close formation flight

Assessment tool

Version 1.0
Issue Date: April 2024


This unit involves the skills and knowledge required to perform close formation flight in fixed or rotary wing aircraft, in compliance with relevant regulatory requirements of the Civil Aviation Safety Authority and national operating standards.

It includes flying close formation, performing station changes, performing breakaway and rejoin manoeuvres, and managing abnormal and emergency situations during formation flight.

This unit addresses aviation technical skill requirements (physical, mental and task-management abilities) related to aircraft operational duties of flight crew, and contributes to safe and effective performance in complex aviation operational environments.

Operations are conducted as part of recreational, commercial and military aircraft activities across a variety of operational contexts within the Australian aviation industry.

Work is performed independently or under limited supervision within a single-pilot or multi-crew environment.

Licensing, legislative, regulatory or certification requirements are applicable to this unit.

Use for Defence Aviation is to be in accordance with relevant Defence Orders, Instructions, Publications and Regulations.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Fly close formation

1.1

Specified echelon formation stations are maintained during flight manoeuvres and phases

1.2

Specified line astern formation station is maintained during aircraft flight manoeuvres and phases

1.3

Balanced flight is maintained

1.4

Clear and concise radiotelephony phraseology or hand signals are utilised to ensure precise advice to formation lead and other formation aircraft

2

Perform station changes

2.1

Aircraft is manoeuvred safely to specified alternative formation stations during flight manoeuvres in accordance with briefed sequence and/or lead’s direction

2.2

Clearance with other formation aircraft is maintained

2.3

Formation lead changes are conducted as required

3

Perform breakaway and rejoin

3.1

Loss of contact with formation or any other requirement to break away is recognised

3.2

Break away from formation is implemented

3.3

Formation is rejoined at specified stations

4

Manage abnormal and emergency situations

4.1

Control of aircraft when operating within formation is maintained

4.2

Abnormal or emergency situations affecting formation performance are identified and analysed

4.3

Course/s of action to resolve abnormal or emergency situations are implemented and monitored

4.4

Task workload and flight safety priorities are organised to ensure optimum outcome of the situation

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

adapting to differences in equipment and operating environment in accordance with standard operating procedures

applying precautions and required action to minimise, control or eliminate identified hazards

applying relevant aeronautical knowledge

communicating effectively with others

compensating for the secondary effects of controls

completing relevant documentation

following relevant legislation and workplace procedures

identifying and correctly using relevant equipment

implementing break away from formation and rejoin at specified stations

implementing contingency plans

implementing work health and safety (WHS)/occupational health and safety (OHS) procedures and relevant regulations

maintaining clearance from other formation aircraft

maintaining station during echelon and line astern formations

modifying activities depending on workplace contingencies, situations and environments

monitoring and anticipating operational problems and hazards and taking appropriate action

monitoring work activities in terms of planned schedule

operating aircraft within its limitations, achieving optimum performance

operating electronic communications equipment to required protocol

performing circuit and stream landing

performing formation collision avoidance turns

performing formation landing

performing formation overshoot

performing manoeuvres in echelon and line astern:

straight and level at various airspeeds

level turns at various airspeeds

climbing:

straight

turning

descending at various speeds:

straight

turning

flight in various aircraft configurations:

straight and level

turning and level

descending in straight flight

descending and turning

reading, interpreting and following relevant regulations, instructions, procedures, information and signs

recognising loss of contact with formation or any other requirement to break away

recognising relative position changes with reference to the formation

reporting and/or rectifying identified problems promptly, in accordance with regulatory requirements and workplace procedures

selecting and using relevant equipment

selecting and using required personal protective clothing and equipment conforming to industry and WHS/OHS standards

setting local or area barometric pressure adjusted for sea level (QNH) at appropriate stages of flight

using instruments to monitor aircraft performance

working collaboratively with others

working systematically with required attention to detail without injury to self, others or damage to goods or equipment.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

CASR Part 61 Manual of Standards Schedule 3 Aeronautical Knowledge relevant to aeroplane or helicopter formation operations

formation positions and manoeuvres:

echelon

line astern

station position and changes

departure

circuit

approach and landing

overshoots

breaks and rejoins

formation radio procedures

formation standard operating procedures (SOPs)

how to manoeuvre from echelon right to echelon left

how to manoeuvre from echelon to line astern

how to manoeuvre from line astern to echelon

in a Defence context, relevant Defence Orders and Instructions

procedure for flying close formation

procedure for performing station changes

procedure for when visual contact is lost with lead aircraft

procedures for abnormal and emergency situations

procedures for performing straight and turning rejoins to a formation

reference points to achieve line astern position for aircraft being flown with respect to specified formation position

reference points to achieve specified left and right echelon formation positions for aircraft being flown with respect to specified formation position

relevant sections of Civil Aviation Safety Regulations and Civil Aviation Orders

relevant WHS/OHS and environmental protection procedures and regulations

verbal and non-verbal signals for:

commence take off roll

position changes

radio receiver failure

radio transmitter failure

lost contact procedure

formation rejoin procedures.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Assessment must occur in workplace operational situations. Where this is not appropriate, assessment must occur in simulated workplace operational situations that reflect workplace conditions.

Resources for assessment must include access to:

a range of relevant exercises, case studies and/or simulations

acceptable means of simulation assessment

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

relevant materials, tools, equipment and personal protective equipment currently used in industry.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Fly close formation

1.1

Specified echelon formation stations are maintained during flight manoeuvres and phases

1.2

Specified line astern formation station is maintained during aircraft flight manoeuvres and phases

1.3

Balanced flight is maintained

1.4

Clear and concise radiotelephony phraseology or hand signals are utilised to ensure precise advice to formation lead and other formation aircraft

2

Perform station changes

2.1

Aircraft is manoeuvred safely to specified alternative formation stations during flight manoeuvres in accordance with briefed sequence and/or lead’s direction

2.2

Clearance with other formation aircraft is maintained

2.3

Formation lead changes are conducted as required

3

Perform breakaway and rejoin

3.1

Loss of contact with formation or any other requirement to break away is recognised

3.2

Break away from formation is implemented

3.3

Formation is rejoined at specified stations

4

Manage abnormal and emergency situations

4.1

Control of aircraft when operating within formation is maintained

4.2

Abnormal or emergency situations affecting formation performance are identified and analysed

4.3

Course/s of action to resolve abnormal or emergency situations are implemented and monitored

4.4

Task workload and flight safety priorities are organised to ensure optimum outcome of the situation

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

adapting to differences in equipment and operating environment in accordance with standard operating procedures

applying precautions and required action to minimise, control or eliminate identified hazards

applying relevant aeronautical knowledge

communicating effectively with others

compensating for the secondary effects of controls

completing relevant documentation

following relevant legislation and workplace procedures

identifying and correctly using relevant equipment

implementing break away from formation and rejoin at specified stations

implementing contingency plans

implementing work health and safety (WHS)/occupational health and safety (OHS) procedures and relevant regulations

maintaining clearance from other formation aircraft

maintaining station during echelon and line astern formations

modifying activities depending on workplace contingencies, situations and environments

monitoring and anticipating operational problems and hazards and taking appropriate action

monitoring work activities in terms of planned schedule

operating aircraft within its limitations, achieving optimum performance

operating electronic communications equipment to required protocol

performing circuit and stream landing

performing formation collision avoidance turns

performing formation landing

performing formation overshoot

performing manoeuvres in echelon and line astern:

straight and level at various airspeeds

level turns at various airspeeds

climbing:

straight

turning

descending at various speeds:

straight

turning

flight in various aircraft configurations:

straight and level

turning and level

descending in straight flight

descending and turning

reading, interpreting and following relevant regulations, instructions, procedures, information and signs

recognising loss of contact with formation or any other requirement to break away

recognising relative position changes with reference to the formation

reporting and/or rectifying identified problems promptly, in accordance with regulatory requirements and workplace procedures

selecting and using relevant equipment

selecting and using required personal protective clothing and equipment conforming to industry and WHS/OHS standards

setting local or area barometric pressure adjusted for sea level (QNH) at appropriate stages of flight

using instruments to monitor aircraft performance

working collaboratively with others

working systematically with required attention to detail without injury to self, others or damage to goods or equipment.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

CASR Part 61 Manual of Standards Schedule 3 Aeronautical Knowledge relevant to aeroplane or helicopter formation operations

formation positions and manoeuvres:

echelon

line astern

station position and changes

departure

circuit

approach and landing

overshoots

breaks and rejoins

formation radio procedures

formation standard operating procedures (SOPs)

how to manoeuvre from echelon right to echelon left

how to manoeuvre from echelon to line astern

how to manoeuvre from line astern to echelon

in a Defence context, relevant Defence Orders and Instructions

procedure for flying close formation

procedure for performing station changes

procedure for when visual contact is lost with lead aircraft

procedures for abnormal and emergency situations

procedures for performing straight and turning rejoins to a formation

reference points to achieve line astern position for aircraft being flown with respect to specified formation position

reference points to achieve specified left and right echelon formation positions for aircraft being flown with respect to specified formation position

relevant sections of Civil Aviation Safety Regulations and Civil Aviation Orders

relevant WHS/OHS and environmental protection procedures and regulations

verbal and non-verbal signals for:

commence take off roll

position changes

radio receiver failure

radio transmitter failure

lost contact procedure

formation rejoin procedures.

As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations current at the time of assessment.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Assessment must occur in workplace operational situations. Where this is not appropriate, assessment must occur in simulated workplace operational situations that reflect workplace conditions.

Resources for assessment must include access to:

a range of relevant exercises, case studies and/or simulations

acceptable means of simulation assessment

applicable documentation including workplace procedures, regulations, codes of practice and operation manuals

relevant materials, tools, equipment and personal protective equipment currently used in industry.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Specified echelon formation stations are maintained during flight manoeuvres and phases 
Specified line astern formation station is maintained during aircraft flight manoeuvres and phases 
Balanced flight is maintained 
Clear and concise radiotelephony phraseology or hand signals are utilised to ensure precise advice to formation lead and other formation aircraft 
Aircraft is manoeuvred safely to specified alternative formation stations during flight manoeuvres in accordance with briefed sequence and/or lead’s direction 
Clearance with other formation aircraft is maintained 
Formation lead changes are conducted as required 
Loss of contact with formation or any other requirement to break away is recognised 
Break away from formation is implemented 
Formation is rejoined at specified stations 
Control of aircraft when operating within formation is maintained 
Abnormal or emergency situations affecting formation performance are identified and analysed 
Course/s of action to resolve abnormal or emergency situations are implemented and monitored 
Task workload and flight safety priorities are organised to ensure optimum outcome of the situation 

Forms

Assessment Cover Sheet

AVIY4063 - Perform close formation flight
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

AVIY4063 - Perform close formation flight

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: