OTAR Part 145 Option 1 Supplement

for

[Company]

Bermuda OTAR 145 Approval Reference: BDA/AMO/XXX

UK CAA / EASA / FAA / Transport Canada Approval Reference: XXX

Instructions for use of this template

The author of the BCAA supplement should customize the red text to reflect the processes within the organsiation.

The author should delete blue text notes from the supplement when submitting the supplement to the BCAA.

Where the template provides options, e.g. UK CAA / EASA / FAA, the author should delete the unwanted references as applicable.

Preamble

Table of Contents

1	Preamble	2

1.1	Table of Contents	2

1.2	List of Effective Pages	3

1.3	Record of Revisions	3

2	Organisation Approval	4

2.1	Introduction	4

2.2	Accountable Manager’s Statement	4

2.3	Scope of Approval	5

2.4	Duration of Approval	5

2.5	Renewal of Approval	5

2.6	Notification of Ceasing Maintenance	5

2.7	Continued Compliance	5

2.8	Changes to the Approved Maintenance Organisation	6

2.9	Safety Management Systems	7

2.10	Certifying Staff	7

3	Maintenance Practices	7

3.1	Independent Inspections	7

3.2	Major and Minor Repairs	8

3.3	Major and Minor Modifications (Design Change)	8

3.4	Materials	8

3.5	Parts Robbery Procedure	10

3.6	Certificate of Release to Service	11

3.7	Special Flight Permits	12

4	Mandatory Occurrence Reporting	13

5	Communication with BCAA	13

6	Appendices	14

List of Effective Pages

Supplement Page	Issue No.	Revision No.	Revision Date
x	x	x	x

Record of Revisions

Revision	Revision Date	Description of Change
Added instructions for use. Changed BCAA notes to blue. Added more BCAA notes. Added requirements for organisations to include references to internal documents to demonstrate how processes are performed. ‘This organisation’ changed to ‘role of responsible person’ in most (but not all) locations to avoid passive statements. Removed ‘ensure’ from most locations and changed to more appropriate verb to confirm action. Section 2.4 removed the requirement to return the approval certificate but to acknowledge in writing to the BCAA. Section 2.5 added reference to AW-203(r). Section 2.7 added 7-day requirement and reference to platform used to promulgate documents. Section 2.8 added requirement to provide domestic approval certificate following changes. Sections 3.2 and 3.3 added requirement to liaise with CAMO. Section 3.4 added OTAA Form 71. Section 3.5 added robbery procedures. Section 3.7 added training requirements for persons signing SFPRC.
In Sections 3.4 and 6 the OTAA Form 71 is renamed OTAR Form 71 in line with OTAR Part 145 Issue 11. In Section 4 the MOR reporting method is revised to refer to Centrik.

BCAA Approval
Signature

Organisation Approval

Introduction

This supplement is provided to meet the requirements of the Overseas Territories Aviation Requirement (OTAR) Part 145 Option 1 Approval issued by the Bermuda Civil Aviation Authority (BCAA), and supplements the approved Maintenance Organisation Exposition (MOE) / Repair Station Manual (RSM) / Maintenance Policy Manual (MPM), (Reference No. UK CAA / EASA / FAA / Transport Canada)

[name of maintenance organisation] shall perform and certify maintenance on Bermuda registered aircraft in accordance with the procedures defined in the approved MOE / RSM / MPM together with this supplement.

The [role of person responsible] shall review this supplement annually against the BCAA website to confirm it is current with the latest BCAA template and amend it as necessary so that it remains an up-to-date description of the organisation.

The [role of person responsible] shall provide a copy of [name of maintenance organisation’s] approved MOE / RSM / MPM together with this supplement to the BCAA in the English language in order to demonstrate compliance with OTAR Part 145.9(a).

Accountable Manager’s Statement

This supplement in conjunction with the MOE / RSM / MPM defines the organisation and procedures upon which this OTAR 145 approval is based.

These procedures are approved by the undersigned and must be complied with, as applicable, in order to ensure that all maintenance activities are carried out to an approved standard acceptable to the Governor.

It is accepted that these procedures do not override the necessity of complying with any new or amended OTAR or AN(OT)O requirements where these new or amended requirements are in conflict with these procedures.

It is understood that the BCAA will approve this organisation whilst it is satisfied that the procedures are being followed. It is further understood that the BCAA reserves the right to suspend, vary or revoke the OTAR Part 145 approval if it has evidence that procedures are not followed and the standards not upheld.

Signed:

Date: Click or tap to enter a date.

Name:

Title: Accountable Manager

Note: When the Accountable Manager is not the Chief Executive Officer of the organization then such Chief Executive Officer shall countersign the statement;

Scope of Approval

The OTAR Part 145 approval and scope is based on the valid UK CAA / EASA / FAA / Transport Canada approval reference [xxx] and any additional aircraft listed below.

Note: Only where the scope of the BCAA approval differs from the full scope of UK CAA / EASA / FAA / Transport Canada approval, the scope and any limitations should be listed below. If there are no differences, write ‘Nil’ in the top row of the table.

Aircraft Type (Engine)	Limitations	Location	Line / Base

Duration of Approval

The BCAA approval may be granted or renewed for a maximum period of 24 months from the date of issue, provided that the UK CAA / EASA / FAA / Transport Canada approval reference [xxx] remains valid.

Should the BCAA revoke or suspend the approval, the [role of person responsible] shall acknowledge this in writing to the BCAA.

Renewal of Approval

The [role of person responsible] shall make an application to the BCAA for the renewal of the maintenance organisation approval not less than 30 days before the approval expires by submitting a Form AW-203(r) through the BCAA AIRS system.

The BCAA shall perform a survey for the purpose of the approval certificate renewal.

Notification of Ceasing Maintenance

Should [this organisation] cease to provide maintenance services under the BCAA approval, the [role of person responsible] will notify the BCAA in writing within 30 days of the date of cessation. The notification shall include a request for revocation of the maintenance organisation approval.

Continued Compliance

Within 7 days of each amendment, the [role of person responsible] shall publish all applicable sections of the MOE / RSM / MPM and this supplement on [name of platform used to promulgate manuals to staff] for all personnel who require the documents in order to carry out their duties

Pursuant to OTAR 145.121(d) and OTAR 145.7(a)(3), the [role of person responsible] shall establish an audit programme that refers to and establishes compliance with:

OTAR Part 145 Subparts A, B and C; and

the applicable requirements of OTAR 145 Subpart D as identified in this Supplement; and

OTAR Part 43.

The foregoing requirements shall be demonstrated through a product audit of a Bermuda registered aircraft, where possible.

The [role of person responsible] shall provide regular training to all nominated post holders, whose responsibilities include ensuring that the organisation is in compliance with the requirements of OTAR Part 145 and Part 43, have adequate knowledge of applicable OTARs.

The [role of person responsible] shall determine that each aircraft or component released to service by it is in an airworthy condition.

Changes to the Approved Maintenance Organisation

Pursuant to OTAR 145.55(a), the [role of person responsible] shall amend the MOE / RSM / MPM so as to remain a current description of the organisation, its approved capability and supporting procedures.

Pursuant to 145.55(b), the [role of person responsible] shall revise this supplement following any changes that affect the content to ensure it is current and meets the applicable requirements of OTAR Part 145.

The procedures for managing amendments are specified in MOE / RSM / MPM reference Part xxx (or in this supplement)

Pursuant to 145.55(c), the [role of person responsible] shall provide the BCAA with a copy of each amendment to its MOE / RSM / MPM and UK CAA / EASA / FAA / Transport Canada approval certificate as soon as practicable after the domestic authority has approved such amendments.

Pursuant to 145.55(d), the [role of person responsible] shall notify the BCAA in writing of any proposal to carry out any of the following changes before such change takes place to enable the BCAA to determine continued compliance with OTAR Part 145:

The Accountable Manager or any of the nominated senior persons specified in the Exposition/Manual; or

The name of the organisation; or

The scope of maintenance ratings; or

The locations at which maintenance is performed; or

The procedure for authorising persons to certify maintenance.

Safety Management Systems

If an organisation has established an SMS, use the following paragraphs:

[This organisation] has established a safety management system for the proactive management of safety, that integrates the management of operations and technical systems with financial and human resource management, which reflects quality assurance principles.

The safety management system is incompliance with OTAR Part 145 Subpart B and has been documented in MOE Section XXX / SMS manual, reference xxx.

Or

Where a Competent Authority has issued a generic transition finding for the implementation of an SMS, the organisation should use the paragraph below:

The UK CAA / EASA / FAA / Transport Canada has issued a generic finding for the implementation of the SMS, with a corrective action date of XXX.

Certifying Staff

Pursuant to OTAR 145.107(c), the [role of person responsible] shall provide certifying staff with initial and continuation training in each 2-year period to ensure they have up to date knowledge of the organisation’s procedures, including the contents of this supplement and the OTARs referenced herein.

Pursuant to OTAR 43.51(c), if type specific training was not completed within the last thirty-six (36) months, the [role of person responsible] shall confirm certifying staff have received type specific continuation training within the last thirty-six (36) months prior to reissuing the certification authorisation.

Pursuant to OTAR 43.101(c), the [role of person responsible] shall issue a certification authorisation to certifying staff releasing Bermuda registered aircraft, specifying the privileges to certify maintenance within the scope of approval of OTAR Part 145 BDA/AMO/XXX. In this context, a certification authorisation is a document detailing the scope and privileges of the authorisation, granted to and held by the certifying staff.

Maintenance Practices

Independent Inspections

The [role of person responsible] shall confirm that Independent Inspections are performed before certifying an aircraft for release to service after the initial assembly, subsequent disturbance or adjustment of the following items:

an engine control system; or

a flight control system; or

a vital point; or

any task identified in the aircraft maintenance programme requiring such inspections

as detailed in OTAR Part 43 Subpart C, 43.111(a).

The [role of person responsible] shall verify that only suitably qualified persons shall perform independent inspections.

Pursuant to 43.111(d), the [role of person responsible] shall confirm that the authorised person certifying for the independent inspection enters in the maintenance records:

a statement that indicates that the disturbed aircraft control system or critical task performed is in compliance with the approved maintenance data including, where appropriate, safety locking and the system has full and free movement and operates in the correct sense; and

beside that statement:

their signature; and

their OTAR Part 66 licence or validation number and/or authorisation number; and

the date and time of entry

Major and Minor Repairs

The [role of person responsible] shall confirm all repairs are performed in accordance with the requirements of OTAR Part 21 Subpart M.

Where the repair has not been performed in accordance with a type certificate holder’s approved repair scheme the [role of person responsible] shall liaise with the CAMO to confirm the BCAA has approved the repair.

Major and Minor Modifications (Design Change)

The [role of person responsible] shall confirm all modifications are performed in accordance with OTAR Part 21 Subpart C and approved by the BCAA.

Where the change has not been performed in accordance with a type certificate holder’s approved Service Bulletin or equivalent document the [role of person responsible] shall liaise with the CAMO to confirm the BCAA has approved the change.

Materials

The [role of person responsible] shall confirm that all components fitted or installed on Bermuda registered aircraft are supported by a suitable serviceable release certificate in accordance with OTAR Part 21 Subpart K and detailed below.

Type of Part / Material	Document to be expected
Standard Parts (Those parts that are in conformity with a specification that: is established, published and maintained by an organisation setting consensus standards or by a government agency, and includes design, manufacturing, test and acceptance criteria and identification requirements)	When the part/material is purchased directly from the manufacturer, the Certificate of Conformity issued by the manufacturer; Alternatively, when the part/material is purchased through a third party supplier (e.g. distributor, operator, maintenance organisation, etc.) the documentation accompanying the part/materials shall contain: Conformity certification to the part/material applicable standard/specification, and; identification of the manufacturing source, and; Identification of the supplier source. The information above may be included in one single Certificate of Conformity (C of C) issued by the supplier (containing cross reference to the manufacturer C of C) or be composed by more documents, such as for example the C of C issued by the manufacturer plus a statement from the supplier source. In any case, the manufacturer C of C shall be made available upon request.
Materials (Raw materials and/or consumables)
Aircraft parts	EASA Form 1 (or equivalent), new or used UK CAA Form 1, new or used FAA Form 8130-3, new or used TCCA Form One (or equivalent), new or used ANAC Form F-100-01 (former Form SEGVOO 003), only with status “new” OTAR Form 71, used

Where items are fabricated as part of a modification or repair, the [role of person responsible] shall confirm:

The items are installed in accordance with an approved modification pursuant to OTAR Part 21.73,

The items are fabricated in accordance with approved data,

The items are fabricated by an organisation appropriately approved. This may be an organisation approved according to:

FAR Part 21 Subpart G, EASA Part-21 Subpart G, UK CAA Part 21 Subpart G or TCCA CAR 561 production organisation approvals (subject to POA – DOA agreement);

an organisation approved according to EASA Part-145, which has the privilege to fabricate items in their MOE under the provisions of 145.A.42(b)(iii);

an organisation approved according to FAR Part 145, which has the privilege to fabricate items in their RSM under the provisions of 21.9(6);

an organisation approved according to CAR 573, which has the privilege to fabricate items in their MPM under the provisions of 571.06(4).

Parts Robbery Procedure

When an aircraft is grounded due to the non-availability of a part it is allowable to install a serviceable part removed from another Bermuda registered aircraft, subject to the 'donor' aircraft meeting the eligibility requirements in this supplement.

The eligibility requirements for a part robbery (donor aircraft) are as follows:

The aircraft must be on the Bermuda register; and

The aircraft must be in an airworthy condition, or in a controlled maintenance environment undergoing maintenance; and

The recipient aircraft of a parts robbery must be on the Bermuda register and operated by the same operator as the donor aircraft.

Prior to the certifying staff issuing a Serviceable label [reference] to parts removed from a Bermuda registered aircraft, the [role of person responsible] shall liaise with the CAMO and complete [document reference xxx] to confirm items a) – k) below are satisfied.

The donor and recipient aircraft meet the eligibility requirements of this document outlined above;

The maintenance organisation shall remove the part from the donor aircraft, in accordance with approved maintenance data, by an appropriately qualified person, and using the tools and equipment specified;

The last flight operation with the part fitted revealed no faults on that part or the related aircraft system;

The aircraft part shall be inspected for, satisfactory condition including, damage, corrosion or leakage and compliance with any additional manufacturer’s maintenance instructions and the requirements of the aircrafts maintenance programme;

The aircraft records shall be reviewed for any unusual events that could affect the serviceability of the part, such as involvement in accidents, incidents, heavy landings or lightning strikes. A serviceable label shall not be issued, if it is suspected that a part has been subjected to extremes of stress, temperatures or immersion which could affect its operation;

A maintenance history record including flight hours/cycles/landings as applicable must be available for all used serialised aircraft parts including details of scheduled maintenance requirements derived from the donors aircraft maintenance programme and maintenance planning schedule;

Compliance shall be established with any continued airworthiness instructions (ICA) for applicable modifications and repairs for the robbed part by incorporating the ICAs into the recipient’s aircraft maintenance programme and maintenance planning schedule;

Any service life limited parts shall be determined and their service life remaining should be transferred to the recipient aircraft records; and

Compliance with applicable Airworthiness Directives shall be established and/or maintained particularly where non-terminating action had previously been taken;

Where applicable, mandatory reporting such as CPCP and SSID records shall be transferred including any pending actions associated with a modification or supplemental inspection regime; and

A modification status review shall be undertaken of the recipient aircraft and part to confirm eligibility for fitment.

The inspection and functional test section of the aircraft maintenance manual may not address sufficient verification that the used aircraft part and associated system is functioning correctly. Consideration shall be given to undertaking component/system functionality testing that ordinarily mitigated in the maintenance manual by simple high level part testing such as BITE in the case where a newly overhauled part is to be installed.

Under no circumstances shall a donor aircraft be fitted with an unserviceable part in replacement for such removed to service another aircraft. The certifying staff shall document the removal of the part in the donor aircraft’s Technical Log.

Certificate of Release to Service

The [role of person responsible] shall issue a Certificate of Release to Service (CRS) for Bermuda registered aircraft listed in the approved scope of work in accordance with OTAR Part 43 Subpart C, stating:

‘’The work recorded has been carried out in accordance with the Air Navigation (Overseas Territories) Order as amended and in respect of that work the aircraft or component is fit for release to service”.

Subject to the scope of approval, the organisation may issue an OTAR Form 71 in accordance with OTAR Part 43.105(b) for:

the certification of release to service of engines, propellers, APU’s and components that have undergone maintenance, or

aircraft engines, propellers, APUs or components removed serviceable from a Bermuda registered aircraft.

Where an organisation is seeking the privilege to issue OTAR Form 71 to aircraft engines, propellers, APUs or components removed serviceable from a Bermuda registered aircraft, the requirements of OTAC 145-12 Paragraph 4.2 should be customised in respect of the organisation’s staff responsibilities and documentation used and entered here.

Where an organisation is seeking the privilege to issue OTAR Form 71 to aircraft engines, propellers, APUs or components removed serviceable from a Bermuda registered aircraft withdrawn from service, the requirements of OTAC 145-12 Paragraph 4.3 should be customised in respect of the organisation’s staff responsibilities and documentation used and entered here.

Where the organisation is seeking the privileges above, an example Form 71 must be included in the Appendices.

Special Flight Permits

The [role of person responsible] shall issue a Special Flight Permit Release Certificate (SFPRC) for Bermuda registered aircraft listed in the approved scope of work in accordance with OTAR Part 43 Subpart D, confirming that.

any maintenance disturbance has been carried out in conformance with instructions and standards promulgated by the aircraft manufacturer and any prescribed by the BCAA; and

the aircraft is configured to the conditions prescribed on the Special Flight Permit certificate; and

the aircraft and its records have been reviewed and the aircraft is considered to be fit for the intended flight; and

any required Aircraft Airworthiness Review has been satisfactorily completed.

For an aircraft registered in the Territory, as specified in OTAR Part 21.705 and OTAR Part 43.155(b), the person issuing a Special Flight Permit Release Certificate shall be first satisfied that:

the associated documentation is in place and that all applicable maintenance and continuing airworthiness requirements for the intended flight has been evaluated as satisfactory by an OTAR Part 39 approved organisation, or a person authorised by the Governor; and

the aircraft has been physically inspected and any maintenance disturbance has been carried out in conformance with OTAR Part 145, instructions and standards promulgated by the aircraft manufacturer and any prescribed by the Governor; and

the aircraft is configured to the conditions prescribed on the Special Flight Permit certificate.

Upon successful completion of the evaluation, the certifying staff shall issue a SFPRC to certify that the aircraft is fit for flight. The certificate shall be issued for a specific period.

The [role of person responsible] shall ensure that only those persons who have received adequate training in OTAR Part 21 Subpart P and OTAR Part 43 Subpart D may issue a SFPRC .

Certifying staff authorised to issue a Special Flight Permit Release Certificate are:

Add names here (or reference to external document)

Mandatory Occurrence Reporting

[This organisation] has established a Mandatory Occurrence Reporting system in compliance with OTAR Part 13 in [procedure reference xxx]. The [role of person responsible] will report to the operator, BCAA and type certificate holder (as appropriate) any condition affecting the safety of the operator’s aircraft.

Reports to the BCAA will be submitted through Centrik by pressing the ‘File an Occurrence Report’ icon at the top right corner of the BCAA website.

Communication with BCAA

The focal point for communicating with the BCAA within the approved maintenance organisation is [Mr/Mrs/Ms..................., position……….].

The person identified above or their nominee is responsible for submitting any amendment to this supplement to BCAA for approval.

BCAA Contacts:

Bermuda:

Address:	Contact:
15 Gorham Road Pembroke HM 08 P.O. Box HM 1363 Hamilton HMFX	Office: +1 (441) 2931640 Email: airworthiness@bcaa.bm

United Kingdom:

Address:	Contact:
Farnborough Airport Ively Road Farnborough Hampshire GU14 6XA United Kingdom	Office: +44 (0) 1252 942170 Email: ukoffice@bcaa.bm

Appendices

Insert sample of:

Line maintenance CRS (if not in the Technical Log)

Base maintenance CRS

Special Flight Permit Release Certificate

OTAR Form 71 (if applicable)