CAP 1528 Guidance For Instructors v7
CAP 1528 Guidance For Instructors v7
CAP 1528 Guidance For Instructors v7
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Contents
Revision history and effective pages 2
Contents 3
Introduction 6
Terminology 7
Engineering Instructor Requirements 8
General 8
Basic Training Instructor/Examiners (Modules 1,2,3,4) 9
Basic Training Instructor/Examiners (Modules 5,6,8) 10
Basic Training/Examiners (Module 7) 12
Basic Training/Examiners (Module 9) 13
Basic Training Instructor/Examiners (Modules 11,12,13,14,15,16,17) 15
Basic Training Instructor/Assessors 16
Type Training Theory Instructor/Knowledge Examiners 19
Type Training Practical Instructors 21
English Language Proficiency 22
Competency of Instructional Staff 22
Acceptance of other type-training courses and their Accreditation 23
Part 147 Requirements 24
Examination Invigilator Requirements 24
Nomination of an Invigilator 24
Invigilator Training 25
Examination Misconduct 26
The continuation of an Instructor, Knowledge Examiner and Practical Assessors
authorisation 26
General 26
Revalidation of Authorisation 27
General 27
Distance Learning – Delivery of Training 28
‘Grandfathering’ 28
General 28
Permanent Instructors V Contract Instructors 28
Additional Guidance 29
Abbreviations
AMC Acceptable Means of Compliance
GM Guidance Material
Introduction
This document is intended to provide guidance to UK Part 147 training organisations, for
the initial assessment of qualifications, competencies and skills for the appointment of
engineering instructors, knowledge examiners and practical assessors in respect of
compliance with EC Regulation 1321/2014. This document re-affirms the guidance given
in EASA UG.CAO.00154-002. It also provides guidance for the continuance / revalidation
of existing Part 147 instructors, knowledge examiners and practical assessors.
The assessment process and the continuance / revalidation process should be developed
by the maintenance training organisation and referenced in the relevant maintenance
training organisation exposition (MTOE).
A record system should be established within the organisation to record the skills,
proficiencies and competencies for the continuance / revalidation of instructors, knowledge
examiners and practical assessors within the approved training organisation. Periodicity of
these checks should be recorded and retained in the individual’s personal training record
file.
The UK Civil Aviation Authority (CAA) or any representative assigned by EASA shall have
access to these records during compliance audits.
Terminology
Instructors, knowledge examiners, practical assessors and invigilators within the Part 147
must be listed in Part 1.5 of the MTOE.
EASA Form 4’s are only required for Training Manager, Quality Manager and
Examinations Manager. (In smaller organisations, a combination of these positions may be
held by the same person).
Instructors may with the approval of the CAA also combine roles/ positions within the
training organisations, i.e. knowledge examiner, practical assessor; these other roles must
be clearly identified against the individual within the relevant MTOE and annotated on their
personal authorisation certificates.
Modules 1,2,3,4
-Option 1: Knowledge level attested by a school *i.e. college, university etc.… the
specialty diploma* that is recognised by the local diploma’s specialty must be consistent
Authorities, or an acceptable equivalent, with the modules to be taught (the
curriculum must include the appendix 1
or
sub-modules), and the level of the
-Option 2: EASA Part 66 Basic Licence endorsing studies must be adapted to the level (1, 2
Specialty the category (i.e. B1 for B1 instructors) or 3) of the modules to be taught.
knowledge
or
-Option 1: Instructor Techniques Training delivered *When the detention of such a certificate
by a legal entity to a nationally recognised standard is imposed by the national authority of the
country where the instructor will exercise
or
his privileges, it should be demonstrated
-Option 2: completion of a “Train the trainer that the certificate is acceptable for this
Pedagogical
course” to a nationally recognized standard. authority, in particular when the certificate
Skills
was issued in another country.
and
exposition (MTOE).
Modules 5,6,8
- Option 1: Knowledge level attested by a school specialty *: i.e. college, university etc.…
diploma* that is recognised by the local Authorities, or an curriculum must be consistent
acceptable equivalent, with the modules to be taught
(the curriculum must include the
and
appendix 1 sub-modules), and
A training received to gain knowledge about the design, the the level of the studies must be
Specialty function and the operation of relevant typical aircraft systems adapted to the level (1, 2 or 3) of
or
-Option 2: Part 66 Basic Licence endorsing the category (i.e. **In order to avoid conflicts of
B1 for B1 instructors) interest, the Part 147 exam
should not be attended in the
or
Part 147 organisation where the
-Option 3: Part 147 Certificates of Recognition (training + instructor is to exercise its
exam) for the modules to be taught, at the appropriate level **. privileges unless specific
measures are taken and
The scope of instruction will be limited to the passed modules. accepted by the surveyor to
demonstrate that the integrity of
the examination is ensured.
or
and
Module 7
and
and
training organisations/ institutions for specialised services (i.e. under the oversight of the module 7
for welding, NDT etc..)*** maintenance instructor(s). The
instruction will be limited to the
concerned sub-modules.
Pedagogical or
Skills
-Option 2: completion of a “Train the trainer course”
or
and
Module 9
-Option 1: Instructor Certificate delivered by a legal entity *When the detention of such a
recognised by its local authorities and acceptable to the certificate is imposed by the
national authority where the instructor will exercise his national authority of the country
privileges* where the instructor will exercise his
privileges, it should be
or
demonstrated that the certificate is
Pedagogical -Option 2: completion of a “Train the trainer course” acceptable for this authority, in
and
Modules 11,12,13,14,15,16,17
manufacturers etc.…
-Option 1: Instructor Certificate delivered by a legal entity *When the detention of such a
recognised by its local authorities and acceptable to the certificate is imposed by the
national authority where the instructor will exercise his national authority of the country
privileges* where the instructor will exercise
his privileges, it should be
or
demonstrated that the certificate is
-Option 2: completion of a “Train the trainer course” acceptable for this authority, in
particular when the certificate was
Pedagogical or
issued in another country.
Skills
-Option 3: Assessment performed and documented by the
Training Organisation’s Training Manager if himself
appropriately qualified as instructor and in accordance with an
MTOE procedure.
and
and
category of licence, for each aircraft type used for the training. interest, the Part 147 exam should
not be attended in the Part 147
or
organisation where the instructor
-Option 2: Part 147 Certificates of recognition** (Cat B1 or B2 is to exercise its privileges unless
as applicable), covering training & exam at level 3 for the specific measures are taken and
module 7, level 2 for modules 9 and 10, and at the level accepted by the surveyor to
defined by part 66 appendix 1 for module 11 to 17***. demonstrate that the integrity of
the examination is ensured.
and
or
****: the purpose is to facilitate the
-Option 4: A documented release to service authorisation (or use of instructors –non-
an internal certification authorisation) granted by an approved maintenance specialised-
Part 145 organisation iaw the approved MOE and covering providing a very specialised
the subjects to be taught. For aircraft maintenance instructors training (i.e. on welding) as part of
the authorisation should include privileges for A/C certification the module7 training and under
that are comparable to B1 or B2 C/S as applicable and the oversight of the module 7
include each aircraft type used for the purpose of the training. maintenance instructor(s). The
For shop (i.e. structure, components) & specialised services instruction will be limited to the
the qualifications must meet the standard as exposed in the concerned sub-modules.
organisation’s MOE. The instruction will be limited to the
subjects covered by the AMO authorisation(s).
-Option 1: Instructor Certificate delivered by a legal entity *When the detention of such a
recognised by its local authorities and acceptable to the certificate is imposed by the
national authority where the instructor will exercise his national authority of the country
privileges* where the instructor will exercise
his privileges, it should be
or
demonstrated that the certificate is
-Option 2: completion of a “Train the trainer course” to a acceptable for this authority, in
nationally recognised standard particular when the certificate was
issued in another country.
or
or
and
- 3 years of relevant experience. The experience must be * Care should be exercised that
representative of the subject(s) to be taught and gained as the experience gained in a non-
Specialty
following: aeronautical industry is relevant
Experience
and transferable to aviation
1) A/C Maintenance instructor: experience to be gained in a
maintenance practices.
regulated* civil aviation environment or acceptable equivalent,
including line and/ or hangar maintenance experience; If the proposed instructor is from
the military, this experience may
2) Shop Maintenance instructors (component/structural
be considered acceptable
elements etc.…): experience to be gained in approved civil
providing the organisation can
aviation workshops and adequate to the component
evidence suitable training on the
maintenance to be taught.
civil environment and regulations
3) For Specialised Services (Welding, NDT etc.…): relevant
experience to be gained in industry*
-Option 1: A Part 147 Certificate of Recognition** (training + **In order to avoid conflicts of
exam) issued by a Part 147 training organisation for a type interest, the Part 147 exam
training (level 3) successfully received on the relevant A/C(s) should not be attended in the
and including theory & practical. The Certificate of recognition Part 147 organisation where
should address the category of licence corresponding to the the instructor is to exercise its
speciality of the instructor (i.e. B2 for an avionic instructor) privileges unless specific
measures are taken and
and
accepted by the surveyor to
A refresher/update course on the concerned A/C type if the demonstrate that the integrity
instructor has not instructed the concerned A/C type(s) in a of the examination is ensured.
Specialty
Part 147 environment during the two years preceding its
knowledge employment in the current 147 organisation.
or
and
or
and
-Option 1: Instructor Certificate delivered by a legal entity *When the detention of such a
recognised by its local authorities and acceptable to the certificate is imposed by the
national authority where the instructor will exercise his national authority of the
privileges* country where the instructor
will exercise his privileges, it
Pedagogical or
should be demonstrated that
Skills
-Option 2: completion of a “Train the trainer course” to a the certificate is acceptable for
nationally recognised standard this authority, in particular
when the certificate was issued
or
in another country.
Option 3: Assessment performed and documented by the
Training Organisation’s Training Manager if himself
appropriately qualified as instructor and in accordance with an
MTOE procedure.
and
and
- 3 years of relevant experience, including 1 year of experience * does not apply for new type
on the relevant A/C type(s)*. The experience must be certified aircraft. Contact UK
Specialty
representative of the elements(s) to be taught and gained in CAA for these specific cases.
Experience
civil aviation environment or acceptable equivalent
** For Practical Instructors
(maintenance, engineering, design organisation etc.)
And
Pedagogical and
Skills
- an assessment performed and documented by the Training
Organisation’s Examination’s Manager (if himself
appropriately qualified as practical assessor and in
accordance with an MTOE procedure).
All instructional staff should be able to meet the Common European Framework of
Reference for Languages: Learning, Teaching, Assessment, abbreviated as CEFR.
The minimum level required for such staff is B1 however all schools should progressively
bring their staff proficiency to a B2 level or above.
Level Description
B1 Can understand the main points of clear standard input on familiar matters
regularly encountered in work, school, leisure, etc. Can deal with most situations
likely to arise whilst travelling in an area where the language is spoken. Can
produce simple connected text on topics which are familiar or of personal
interest. Can describe experiences and events, dreams, hopes & ambitions and
briefly give reasons and explanations for opinions and plans.
B2 Can understand the main ideas of complex text on both concrete and abstract
topics, including technical discussions in his/her field of specialisation. Can
interact with a degree of fluency and spontaneity that makes regular interaction
with native speakers quite possible without strain for either party. Can produce
clear, detailed text on a wide range of subjects and explain a viewpoint on a
topical issue giving the advantages and disadvantages of various options
The instructor should also as part of the initial assessment, prepare and deliver a training
session in a monitored environment, attended and assessed either by the training
manager and/or his delegated representative as part of the organisation’s assessment
process, prior to the instructor being approved to deliver a course, (commonly referred to
as a competency assessment. (CAP 1742 provides more detail for competency).
After the initial assessment the training organisation should conduct regular assessments
of their instructional staff to ensure the competency remains and the instructor is able to
openly discuss and converse with his students on technical matters.
To get these courses accredited for the purpose of satisfying qualification requirements,
the equivalency of the course shall be demonstrated by the maintenance training
organization by following these principles:
When a Part 147 maintenance training organisation intends to nominate training staff not
having attended the relevant type training course in an approved Part 147 maintenance
training organisation (so the instructor does not hold a Part 147 type training certificate),
the internal Quality system of the Part 147 organisation must demonstrate the equivalency
of the other course by reviewing and assessing the following items:
1. Type training syllabus:
Syllabus levels for the type training should be assessed for equivalence to Part 66 Appendix
III for the relevant licence-category;
2. Type training course length:
Verify that the course length is equivalent to an EASA Part 147 course for the same or
similar aircraft type.
3. Type training course provider:
Record the course provider. Assess as far as it is possible that the training documentation/
material came from a reputable source.
4. Category of type training:
Ensure that course completed by the Type instructor is relevant to the scope of the licence
category intended for the course that is to be included in the individual’s approval (e.g.
avionic = avionic type training course and not Airframe/power plant).
5. Theoretical and practical training:
Verify that the course covered the theoretical and practical elements. If the training covered
only the theoretical aspect, then the practical training shall be justified separately. In this
case it should be noted that the practical training may have been carried out in the past as a
structured OJT when the applicant was under the control of an approved maintenance
organisation before CR(EU)1149/2011 became effective.
6. Examination:
Verify that individual training course certificates and the associated examination results are
available. Verification that the exam result is at least equivalent to Part-66 requirements;
Review, when available, the examination paper and assess the multi-choice questions
(number of multi-choice question per hour of training, pertinence of the questions, etc.).
This process will be the responsibility of the Training Organisation and it is down to them to
develop a process to the satisfaction of the competent authority on how they qualify their staff.
The Part 147 organisations should ensure that all staff remain conversant with the
requirements of Part 66 / 147 and associated AMC’s, Guidance notes and Notices of
Proposed Amendments (NPA’s) via update training.
A record of instructor / examiner recency check should be retained, by the Part 147
training organisation, demonstrating at least 35 hours of update training carried out over a
24-month period, in both THEORY & PRACTICAL skills (as applicable). And be able to be
produced during audit by the competent authority. (see section 5 Continuation / Update
training)
Invigilator Training
In all cases, invigilators must be conversant with the Part 147 requirements related to the
integrity of examinations and the security of exam questions; and, with the specific
procedures approved for the maintenance training organisation for the conduct of
examinations.
After the training, an assessment should be recorded, by the quality manager or training
manager. The record should have the date and assessor’s name. The record is to be
retained on the individual’s personnel file. A recurrent training assessment is not required
providing the invigilator remains current i.e. invigilates at least once in each subsequent
12-month period.
The invigilator training should include, but is not limited to, addressing the following areas:
a) The preparation of the classroom / examination room in accordance with the
requirements of the approval under which the course is being delivered.
b) Particular attention is to be drawn towards the spacing between candidates.
Ensuring that desks are spaced so that each student cannot copy from another
student, there should be a minimum of 1 metre between students and each student
should be within direct line of sight (facing the front of the room) of the invigilator.
The invigilator should be able to see every student face-on.
c) Students should be prevented from entering the room until it is properly prepared.
d) Each student’s identity is to be confirmed prior to the examination. If necessary
copies of passports should be reviewed to confirm. In cases whereby outside
attendees are sitting the examination an example of the student’s signature should
also be checked.
e) Adequate security of the examination papers is to be maintained throughout. Only
the correct number of examination papers is to be taken into the examination room.
Under no circumstances is the examination marking sheet to be taken into the
examination room, and at no time should an examination be marked in the vicinity
of the students.
f) Students are to be clearly briefed before the exam. The brief should consist of a
prepared statement and should be addressed to ALL the students at the beginning
of ALL examinations. The brief is to outline the procedures and conditions of the
examination process. This is to include actions to be taken if the examination has to
be stopped for any reason.
g) It is to be made clear that the invigilator should not engage in any form of dialog
with the students during the examination, this should be outlined in the opening
brief.
h) The exam is to be conducted in a manner in keeping with the briefing. The
invigilator is not to conduct any other work whilst monitoring the examination.
The training should be conducted using the procedure detailed in the MTOE, detailing the
duties and responsibilities of the invigilator, with particular emphasis on points a) – h)
above and the Part 147 requirements related to the integrity of examinations and the
security of exam questions. (See section 5 for continuation / update training for staff)
Examination Misconduct
The invigilator training should include the procedure detailing the physical actions to be taken in
the event of an Invigilator witnessing or suspecting that cheating is or has taken place during an
examination.
Note: A knowledge examiner shall not issue an examination paper or invigilate an examination
in a subject area where he/she has acted as an instructor.
This training should consist of a minimum of 35 hours within the 24-month period; in
addition, training school personnel are to remain conversant with the latest revision of the
EASA Part 147 regulations, AMC’s, Guidance notes and NPA’s. They should also be
conversant with the respective organisations MTOE and associated training procedures.
Part 147 training organisations should ensure that personnel training records, including
records of qualifications, update training and experience and competency is retained for
each Instructor, Knowledge Examiner and Practical Assessor. It is also expected that a
Part 147 organisation and its instructional staff should be able to evidence recency as part
of the continuation of an approval. Organisations may wish to adopt the standard industry
default of 6 months experience in a 24-month period, alternatively they may wish to define
their own within their approved MTOE, subject to the approval of the competent authority.
The organisation should deliver continuation training to all its staff in some form or another
depending upon their scope and authorisation. e.g. invigilators and examiners need to be
familiar with exam process, Instructors and assessors the training and assessment
process. See CAP 1742 for additional guidance as to what should be included in
continuation training and how it should be developed.
Revalidation of Authorisation
General
In order for an instructor, knowledge examiner or practical assessor’s authorisation to be
revalidated following renewal / expiry / withdrawal. The maintenance training organisation
should implement a reinstating procedure within their approved MTOE that will cover the
relevant training disciplines associated with the authorisation concerned and evidence of
recency, where applicable.
The criteria for reinstating should take into consideration the length of time the individual
has been away from that specific training environment or discipline.
Any instructor, knowledge examiner or practical assessor who has passed 24-month
period without exercising the privileges of his authorisation, as a minimum, must comply
with the table below:
The competent authority has the authority to challenge and where necessary refuse any
applicant’s approval to be named as an instructor, assessor or examiner. This is
regardless of whether the applicant has held an instructional position previously (i.e. where
an organisation may be wishing to claim ‘grandfather’ privileges).
‘Grandfathering’
General
1. Instructors, examiners and assessors accepted by an organisation via their approved
MTOE prior to the entry into force of the revision of this document and Commission
Regulation EU1149/2011(repealed by EU1321/2014), and exercising their privileges,
or part thereof, at the entry into force of this standard, are considered as fulfilling the
knowledge and experience requirements.
2. However, an assessment of the gap between actual training qualifications and this
standard in order to identify deficiencies in the qualification should be performed by
the Part 147 maintenance training organisation, and a corrective-plan should be
provided to the competent Authority within a reasonable timeframe.
With respect to para: 3.2.1(c) and 3.5.1(b) & (c) of this document, “Grandfather” provisions
accepting full compliance with the above criteria at the time of the entry into force of the
revision of this document cannot be considered as transferrable between different Part 147
maintenance training approvals. Any Instructors, examiners and assessors qualifying in
respect of Section 9(1) above within an organisation after this must comply with the
requirements of Annex IV (Part 147) EU1321/2014
contracts will be considered as contractors unless the organisation can satisfy to the CAA
that an individual:
iii) Does not perform any work for another aviation maintenance training organisation.
The use of contract instructors is permitted providing the organisation can evidence that
without the use of the contractors they can still support the organisations scope of
approval.
Additional Guidance
For Additional guidance organisations may refer to EASA UG.CAO.00154-002