ESPN-R HOIST OPERATOR TRAINING GUIDE V1.0 Date 04.02.

2021

FEBRUARY 4, 2021

ESPN-R HOIST SAFETY PROMOTION

HOIST OPERATOR TRAINING GUIDE V1.0 FEBRUARY 04, 2021

Foto credit by REGA

ESPN-R HOIST SAFETY PROMOTION WORKING GROUP

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 ESPN-R HOIST OPERATOR TRAINING GUIDE V1.0 Date 04.02.2021

Preamble:

Helicopter Hoist Operations are considered as a full crew mission concept where
responsibilities and leadership change within the crew throughout the completion of
the mission.

During the flight, Pilots, Hoist Operators, Rescuers, Medical Personnel and other
human external cargo (HEC) are identified as a group of interdependent individuals
working together to complete a specific task. The Crew, considered as a team, must
depend on each other’s knowledge, skills, and abilities to achieve the same goal.

This document, which is focused on the Hoist Operator, aims to highlight on the
different training phases of the Hoist Operator from ab-initio to Senior Trainer.
Considering the interactions with other crewmembers and specificities of the mission,
the Hoist Operator training philosophy cannot be limited to the use of the hoist system
only. It must cover essential aspects of Helicopter Hoist Operation including, but not
limited to, Crew Resources Management, Airmanship etc…

This industry guide does not contradict the AIR OPS regulation (EU) 965/2012, it is
furthermore a recommended guideline to create a competence based training
scenario from ab initio to senior HHO trainer. This training guide is not legally
binding; it was developed by a group of subject matter experts and therefore it
should be regarded as a role model.

Helicopter Hoist Operations are very challenging and bear certain risks. In order to
enhance safety and efficiency, a proper training of the Hoist Operator shall be
promoted and stimulated within the industry.

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[Link] .............................................................................................................................. 04

[Link]…………………………………………………………………………………………………………………………… ............. 04

[Link] HELICOPTER TECHNICAL CREW MEMBER ............................................................................. 05

3.1 PREREQUISITITES FOR AB-INITIO TECHNICAL CREW MEMBER ............................................................................................ 06

3.2 MODULE 1-INITIAL TECHNICAL CREW MEMBER TRAINING ................................................................................................. 06

3.3 INITIAL HELICOPTER HOIST OPERATION OPERATION TECHNICAL CREW MEMBER .............................................................. 09

3.4 PREREQUISITES FOR AB-INITIO HELICOPTER HOIST OPERATIONS TECHNICAL CREW MEMBER ............................................ 09

3.5 MODULE 2-SPECIALIZED ENHANCED TRAINING “BASIC HOIST OPERATOR TECHNICAL CREW MEMBER” ............................. 09

3.6 MODULE 3-OPTIONAL TRAINING “FRONT SEAT TRAINING” ................................................................................................ 15

3.7 MODULE 4-OPERATOR ON-TYPE TRAINING FOR HOIST OPERATOR TECHNICAL CREW MEMBER ......................................... 15

[Link] FOR ASSIGNMENT TO DUTIES .................................................................................... 18

4.1 HOIST OPERATOR TECHNICAL CREW MEMBER ................................................................................................................... 18

4.2 SELF-EMPLOYED, FREELANCE, PART-TIME HOIST OPERATOR TECHNICAL CREW MEMBER .................................................. 18

[Link]………………………………………………………………………………………………………………………… ................ 18

[Link] TRAINING ................................................................................................................... 19

[Link] .......................................................................................................................... 19

ANNEX 01……… ................................................................................................................................. 20

ANNEX 01-1 FROM HOIST OPERATOR TO SENIOR HOIST OPERATOR TRAINER .......................................................................... 20

ANNEX 01-2 MODULE 01 TRAINING SYLLABUS HHO INSTRUCTOR-LEARNING & TEACHING ...................................................... 21

ANNEX 01-3 MODULE 02 TRAINING SYLLABUS HHO INSTRUCTOR-THEORETICAL ACTIVITIES…….. ............................................. 23

ANNEX 01-4 MODULE 03 TRAINING SYLLABUS HHO INSTRUCTOR-FLIGHT ACTIVITIES…….. ....................................................... 24

ANNEX 01-5 EXAMPLE OF STEP PROCESS FOR HHO TCM TRAINING…….. .................................................................................. 25

ANNEX 02…… .................................................................................................................................... 26

ANNEX 02-1 EXAMPLE OF STEP PROCESS FOR HHO TCM TRAINING FROM BASIC HO TO HO…….. ............................................. 26

ANNEX 02-2 EXAMPLE OF SYLLABUS PROPOSAL FOR FLIGHT ACTIVITIES MODULE 02-BASIC HO………....................................... 27

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 ESPN-R HOIST OPERATOR TRAINING GUIDE V1.0 Date 04.02.2021

1. INTRODUCTION

The aim of this document is to serve as industry guidance for Hoist Operator Technical Crew
Member based on the existing regulation (EU) 965/2012 on Air Operations in order to clarify (but
not limited to) Hoist Operator prerequisites, training, checking and assignment into duties.

Despite containing a lot of information, “Regulation (EU) 965/2012 on air operations” can lead to
differences in interpretation creating an unbalanced level of standardization within Europe.
Moreover, this phenomenon is enforced because EASA defines Hoist Operator Technical Crew
Member “training and checking” in an AMC (AMC1 [Link].130 (f) (1)) without license
requirement.
From this statement the ESPN-R Hoist Safety Promotion working group would like to highlight
the significant need to enrich this growing market of Helicopter Hoist Operations (HEMS, off
shore wind energy, etc.) and address a potentially increasing number of occurrences, by creating
a hoist operator training guide in order to increase safety in hoist operations of all types.
Furthermore, another aim is to clearly define the duties and responsibilities of the Hoist
Operator Technical Crew Member through the creation of a harmonized Hoist Operator Training
Guide.
This recommendation may have an impact on operators who are involved in helicopter hoist
rescue operations, but also operators that are perform hoisting at offshore wind turbines and
also maritime-pilot transfer operations, if not complying yet with the herein proposed training
recommendations. National authorities, OEM (Original Equipment Manufacturers) and ATO
(Aviation Training Organization) might be associated to this initiative to define clearly training
and checking requirements.
In addition, in order to avoid confusion with other ESPN-R working groups, this document will
only cover Hoist Operator Technical Crew Member prerequisites, training, checking and
assignment into duties and will not cover the peculiarities of HEMS and NVIS Technical Crew
Members. However, the Hoist Safety Promotion working group recommend making the
exchange of information between the different working groups easier.
In conclusion, by promoting advanced, improved and accurate sets of skills for the Hoist
Operator Technical Crew Member it will necessarily improve safety and efficiency in Helicopter
Hoist Operations.

Note: For operators with proven/existing experience: the grandfathering of standards need to be
carefully considered. For newly, to be trained hoist operators the changed guidelines enable more
opportunities to maintain and obtain justified and documented permission of the respective
operation.
A “grandfathering right” is foreseen to be accepted to experienced Hoist Operators with the
target to being not detrimental to the overall safety target. It is to be evaluated on a case-by-case
basis and credits should be permitted on basis of proportionality in considering several criteria.

2. SOURCES
o (EU) 965/2012 on Air Operations;
o BG_Verkehr_DGUV_I_214-911
o BAZL Flughelfer Syllabus;

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3. INITIAL HELICOPTER TECHNICAL CREW MEMBER (ab-initio TCM)

Considering the already existing EASA set of regulations, the ESPN-R Hoist Operation Safety
Promotion group suggest and recommend a more effective “modular” way to train ab-initio
TCM.

TECHNICAL
CREW MEMBER
 Uniform regulations,
ab-initio
AMC’s and GM;
 Unique training syllabus Prerequisites:
based on an accepted  Are at least 18
industrial standard; years of age;
 Training personnel  Current medical
suitable qualified, and check (see point
approved by the 3.1)
Initial Training
competent authority; Module 1:
 Training under the Theoretical Prerequisites:
approval of an ATO only fundamentals  Have successfully
completed
Module 1; or
 Be already
qualified as TCM
(HEMS or HHO or
NVIS);
Module 2:
 Current medical
Special enhanced check (see point
training 3.1)

HEMS TCM
Including Left Seat NVIS TCM
HHO TCM Before to be involved in
Front Training
NVIS operation the TCM
must be already
experienced in HHO
HHO TCM and/or HEMS Operations

 Theoretical
training ANNEX V
[Link] ANNEX V
 Practical [Link]
training Subpart J
Subpart H
 Flight exercises
 In flight checks
Based on ANNEX V /
SPA HHO Subpart I
Module 3: additional
training «Front Seat
Module 3: additional Training» if required
training «Front Seat
Training» if required

Module 4: Operator on-type Training for HHO TCM, HEMS TCM, NVIS TCM
Trainings and checking must be defined by the operator in the Operational Manual (OM) and approved by the competent authority

Technical Crew Member assignment to duties

RECENCY for HHO TCM,

HEMS TCM, NVIS TCM
Crew Members may have task qualification specific to their
position in the helicopter or area of responsibility.
TCM might be already qualified as HHO TCM or HEMS TCM RECURRENT TRAINING
Note: prior to follow a NVIS training. for HHO TCM, HEMS
TCM, NVIS TCM

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 ESPN-R HOIST OPERATOR TRAINING GUIDE V1.0 Date 04.02.2021

• [Link].130 (a): The operator shall establish criteria for the selection of flight crew
members for the HHO task.
ESPN-R:” The operator shall establish criteria for the selection of the Technical Crew
Member as for Flight Crews Members”.
• Module 3: For single Pilot operation only and according to the aircraft configuration. If
required, this module must be followed as per HEMS Technical Crew Member training
(AMC1 [Link] 130(e)).
• A credit-program may be developed by the operator for Technical Crew Member.
According to the previous working experience, it might be possible for the ab-initio
TCM to validate parts of the module 1. Also, concerning the HHO Technical Crew
Member, a “Grand Father Law” program might be developed for already experienced
Hoist Operators.

3.1 Prerequisites for ab-initio Technical Crew Member

In order to be accepted in an initial HHO TCM training the candidate shall fulfil the following
requirements:

(1) Are at least 18 years of age;

(2) Holds a medical check in accordance with medical requirements, e.g. Medical class 2 or
occupational medical examination (per local requirements, e.g. G41 for German standards
link)

3.2 Module 1 - Initial Technical Crew Member Training – ref: [Link].115

The definition of module 1 is developed considering a European ab-initio student without

any experience neither in helicopter operation nor in aviation in general.
Following the (EU) [Link].115, the ESPN-R suggest common Guidelines, creating by this way
a shared basis of theoretical fundamentals knowledge for all TCM prior to be involved in
more advanced training in HHO, HEMS and NVIS.
The responsibility to provide the training belongs to the Operator. However, the ESPN-R
recommends the use of third parties (i.e. an ATO certified for this type of training) to
guarantee a high level of standardization.

Prior to beginning the Basic Hoist Operator (or HEMS, or NVIS) training the ab-initio Technical
Crew Member must be trained on the following topics:

Theoretical Fundamentals:

Training should include Human Factors subjects such as mission preparation, risk assessment
and mitigation, briefings / debriefings, procedures and check lists, verifications (checks,
double checks and cross-checks), using proper tooling, attitudes: how to avoid risk taking,
banalization of violations, team pressure (clannish structure), and perhaps basic physiological
factors (e.g. involved in being afraid of heights, spinning effects), occurrence reporting, etc.;

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 ESPN-R HOIST OPERATOR TRAINING GUIDE V1.0 Date 04.02.2021

Module 01 - Theoretical Fundamentals, Initial Technical Crew Member Training:

Guideline for
1
Module 1 Topics to be covered Contents (not limited to) recommended References
duration of training
Module 1.1 Basic airmanship and aviation basic • General aviation theory (including aviation Regulation (EU)
965/2012 on air
knowledge weather); operations
• Helicopter, theory of flight; 40 hours AMC1 [Link].115 (1)

• Aviation terminology;
• Aviation regulations;
• Duties and responsibilities required of TCM.
Module 1.2 Communication and Crew • Communication between TCM and flight Regulation (EU)
965/2012 on air
Resources Management crew members including common language operations
20 hours
and terminology; AMC1 [Link].110(a)
• Relevant CRM elements of [Link] 115 and
215.
Module 1.3 Safety on helicopter including • Individual protection (PPE); Regulation (EU)
965/2012 on air
firefighting and smoke training • The typical danger area of helicopter; operations
• Safety on board; AMC1 [Link].115 (2)

• In flight hazards;
6 hours
• The classification of fires and the
appropriate type and techniques of
application of extinguishing agents, the
consequences of misapplication, and of use
in a confined space;
• The general procedures of ground-based
emergency services at aerodromes.
Module 1.4 Aero-medical aspects of the flight • Physiological effects of flying; Regulation (EU)
965/2012 on air
and first aid • Instruction on first aid and the use of first- 6 hours operations
aid kits. AMC1 [Link].115(6)

Module 1.5 Emergency training and use of • Emergency egress; 8 hours Regulation (EU)
965/2012 on air
• Reaction to emergencies involving fire and operations

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emergency equipment smoke and identification of the fire sources. AMC1 [Link].115 (2)

Module 1.6 Survival training appropriate to the • Sea; Regulation (EU)

965/2012 on air
As required type and area of operation • Mountain; operations
for • Polar; / AMC1 [Link].115 (3)
assignment • Jungle; + (5)
into duty • Desert.

Checks Theoretical fundamentals training • Multiple-choice Questions: 100 questions 01:30 Regulation (EU)
965/2012 on air
for Technical Crew Member is covering the different topics. operations
validated after completion of a 75% of correct answers to pass the exam. AMC1 [Link].110 (4)
+
written test. ESPN-R Proposal

1
Elements of training that require individual practice may be combined with practical checks.

Initial personal airborne evaluation:

In order to familiarize the trainee, a minimum of one flight shall be performed to evaluate how the ab-initio TCM candidate is behaving in flight.

Guideline for
Topics to be covered Contents (not limited to) recommended References
duration of training
The aim of the flight is to assess Assess:
N/A
personal the initial capabilities of the ab- • Potential motion sickness; 1-2 hours in Company internal
initio TCM. • Fear of heights; evaluation/recruitment
evaluation different flight
• Vertigo; process, if applicable
• Basic airmanship.

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Trainers:

The Initial TCM theoretical fundamentals training shall be provided by an experienced and qualified
Technical Crew Member approved by the operator.

The ESPN-R Hoist Safety Promotion working group suggest to clarify this point adding in the actual
set of standards a dedicated “Trains the Trainers” for Technical Crew Member. See Annex 01.

Prior to be involved as Instructor for the company the Hoist Operator will have to be evaluated
considering several criteria.

Recommended criteria to become a Hoist Operator Instructor (Annex 01):

• Passed annual company assessments;
• Passed CRM trainer course;
• Passed a teaching (theoretical) and training skills (practical) course;
• Have five years of full time experience in the operator specific types of hoist operation;
• Have successfully performed minimum 500 hoist (HEC) Hoist 6Cycles as described in this
document.

3.3 Initial Helicopter Hoist Operation Technical Crew Member

This chapter will cover only HHO TCM but the same process could be applied to HEMS TCM and
NVIS TCM.

3.4 Prerequisites for ab-initio Helicopter Hoist Operations Technical Crew Member

• Have successfully completed the module 1, ”Fundamentals Training” initial Technical Crew
Member; or
• be already qualified as “HEMS TCM” (with a valid Initial TCM qualification); and/or
be already qualified as “NVIS TCM” (with a valid Initial TCM qualification);
• Holds medical check in accordance with medical requirements to EASA Air OPS 965”, e.g.
Medical class 2 or industrial medical check (per local requirements, e.g. G41 for German
standards link)

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3.5 Module 02 - Specialized Enhanced Training “Basic Hoist Operator Technical Crew
Member” – [Link].130(f)(1)

After completion of the initial TCM training the ab-initio Hoist Operator must follow a basic Hoist
Operator training provided by the operator or an ATO certified for this type of training. The ESPN-R
recommend the use of third parties to guarantee a high level of standardization.
If available, the ab-initio HHO TCM could perform part of the initial flight activity on hoist operation
simulation devices like procedural tower, HHO dynamic simulator or using Virtual Reality. It may
increase safety and efficiency and will reduce environmental impact and training costs.
Whatever could be the Hoist Operation simulator it shall be assessed (a performance based
approach is recommended) by the organization / operator in order to provide credits to the
training.

This training program is not helicopter “type” related and can be provided on any certified
helicopter fitted with a hoist as per [Link] 110 & AMC1 [Link].110 (a).

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Also ESPN-R recommend to not perform combined activities with an HHO ab-initio pilot (it could
lead to negative/non-efficient training) and that the full training program shall be ended within 2
months (training efficiency).
After completing the “Specialized Enhanced Training” the trainee will be released with a basic Hoist
Operator qualification and will be cleared to proceed through the Operator Specific Training (on
helicopter type and mission/procedure/equipment specifics).
For the flight training syllabus see ANNEX 02.

2
“Specialized Enhanced Training”, state for: HHO or HEMS or NVIS Technical Crew Member.

Training objectives:

The students will be provided with the information and instructions necessary to safely perform
basic hoist operations. The students will receive theoretical and practical knowledge about the
optional equipment as described below. To operate the hoist in accordance with the requirements
of the appropriate flight manual and hoist manufacturer’s operator manual, when applicable.
The students will be familiar with the hoist operation procedures and be able to use it practically
under normal and emergency/abnormal conditions.
The student will be able to perform, NHEC, single (and double) HEC lifts, in clear and confined
areas.

Note:
Existing regulation (EU) 965/2012 on Air Operations (SPA-HHO.130(d)) specifies that a hoist cycle
shall include a transition to and from the hover. Ideally, one hoisting down and up of the hook with
either delivering or picking up a person or an object to or from a surface (land, sea, deck, raft etc…).

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Module 02 - Specialized Enhanced Training – Basic Hoist Operator Technical Crew Member:

Guideline for
3 Topics to be covered
Module 2 Contents (not limited to) recommended references
(not limited to)
duration of training
Theoretical • Limitations; • General aircraft limitations; Regulation (EU)
965/2012 on air
• Hoist system (advance or general • Effect of the movement of personnel on operations
description); the center of gravity and mass during AMC1
HHO; [Link].130(f)(1)(c)
• Aircraft and equipment preparation;
+
• Normal and emergency procedures; • Effect of the movement of personnel on ESPN-R PROPOSAL
• Inter-communication and radio- performance during normal and
equipment; emergency flight conditions;
• Safety during hoist operation; • Fitting and use of the hoist;
• Risk assessment method; • Personal Protective Equipment (PPE)
• Situation awareness; specific to HHO;
• CRM and crew coordination concept • Preparing the helicopter and hoist
specific to HHO; equipment for HHO,
• The duties and responsibilities in the
Hoist system description will be done on HHO role; 30 hours
type (advance) or not on type (general • Techniques for guiding Pilots over HHO
sites;
description).
• Techniques for handling HHO
passengers;
• Area reconnaissance ;
• Normal hoist procedures;
• Knowledge of emergency hoist
equipment;
• Hoist system emergency procedures (i.e.
mechanical, electrical, etc.);
• Abnormal situations (i.e load spinning
and/or swinging, loss of communication,
etc);

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• Aircraft malfunctions and emergency

procedures;
• Safety around the helicopter (Danger of
static electricity discharge, Awareness of
specific dangers relating to the operating
environment, collision avoidance);
Practical • Hoist system; • Hoist system description on real aircraft;
• Aircraft and equipment preparation; • Handling of hoist control;
• Hoist pre-flight checks;
• Handling of PPE; 6 hours ESPN-R PROPOSAL

• Cabin and equipment preparation;

• Operation of inter-communication and
radio equipment;
Flight -Day operations only- • Pre-flight briefing; An estimated Regulation (EU)
965/2012 on air
-On-shore operations only- • Preparing the helicopter and specialist minimum of 50 operations
A draft equipment for HHO; hoist 6cycles should
AMC1
[Link].130(f)(1)(c)
syllabus for • Crew preparation; • Weight and center of gravity
be performed by +
• Aircraft and equipment preparation; management; ESPN-R PROPOSAL
the flight the ab-initio Hoist
• Use of the hoist, normal and • Operation of inter-communication and
activity is Operator
emergency procedures; radio equipment;
available • Performed hoist checks and pre- (25 NON-HEC+25
• Use of ICS;
for example winching checks; HEC).
• Check and use of PPE and other
in ANNEX equipment; • Guidance over HHO sites;
02 • Basic principles of voice • Standard winching circuit;
communication/marshalling; • Aircraft positioning using standard
• Techniques for guiding pilots over phraseology between Hoist Operator
HHO sites and Pilot;
• Clear4 area hoist operations; • Horizontal and vertical rotor and tail
• Non HEC lifts; clearance;
• HEC lifts; • Operation of hoist equipment;
• CRM and crew coordination concept • Non HEC single lift (use of load) on clear
specific to HHO. area;
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• Hoist malfunctions and emergency The training

4
according to the ab-initio Hoist Operator procedures (i.e.: mechanical, electrical, concept is based
progression, it might be possible to loss of communication, etc.); on a competence
perform confined area winching. • Aircraft malfunctions and emergency based and the
procedures, including simulation of an
recommended
engine failure;
• HEC Single and double lifts; number of hoist
• HEC Single and double lifts; cycles may be
• Techniques for handling HHO passenger; reduced or
• Standard hand signals; increased, based
• Control of the swing and spinning on the
avoidance; demonstrated
• Area reconnaissance, detection of performance skill
specific dangers relating to the operating
of the student.
environments (Risk assessment method);
• Elements of CRM like decision making,
situation awareness (not limited to);
• De-briefing.
Theoretical Specialized Enhanced Training for • Multiple Choice Questions: 50 Regulation (EU)
965/2012 on air
Checks Technical Crew Member is validated after questions covering the different topics. operations
completion of a written test and a flight 75% of correct answers to pass the exam. 01 hour AMC1 [Link].130
(f)(1) + AMC1
check.
[Link].110 (4) +
ESPN-R PROPOSAL
Flight In-flight checking should be performed by • Pre-flight briefing; Regulation (EU)
965/2012 on air
checks day only and on a clear area covering all • Preparing the helicopter and specialist operations
aspect of the flight training phase equipment for HHO; AMC1 [Link].130
(f)(1)
including Hoist malfunctions and • Communication; + AMC1 [Link].110
• Use of the hoist system; 1.5 hours (3)
emergency procedures; +
• Area reconnaissance, detection of ESPN-R PROPOSAL
The checks have to be performed with specific dangers relating to the operating
environments;
HEC.
• Guidance over HHO sites;
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The Hoist Operator trainer can assess the • Single and/or double HEC lifts
Hoist Operator under supervision with • Hoist malfunctions and emergency
oral checks. procedures;
• Situation awareness
De-briefing

3
As for the flight crew members (SPA-HHO.130) the ESPN-R working group suggests to define a number of minimum hoist 6cycles to be performed during the
specialized enhanced training for Hoist Operator.

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Trainers:

The basic Hoist Operator TCM training shall be provided by an experienced and qualified HHO
Technical Crew Member.
The ESPN-R Hoist Safety Promotion working group suggests to clarify this point adding in the
actual set of standards a dedicated train-the-trainer program for Technical Crew Member  see
Annex 01/ flow chart /3.2 Trainers.

Optional training:

Following the “Special Enhanced Training” and prior to be involved in the “Operator on-type
Training” it is possible for the HHO TCM to be trained in more competence based scenarios
operations as (but not limited to) HHO in rescue duties.

3.6 Module 3 – Additional Training “Front Seat Training”

For single pilot HEMS operation only and according to the aircraft configuration.
If required, this module must be followed as per HEMS Technical Crew Member training (AMC1
[Link] 130(e)).

3.7 Module 4 –Operator on-type Training for Hoist Operator Technical Crew Member

Training and checking must be defined by the operator in the Operations Manual (OM) and
approved by the competent authority. It might include an “on type”, onshore, offshore, NVG,
etc. -training according to the need / type of operation. The chart below is indicative as “the
operator should determine the content of the Conversion or Differences5 training … (AMC2
[Link].120 & 125)”.
5
Differences training- [Link].125: Each Technical Crew Member shall complete differences
training when changing equipment or procedures on types or variants currently operated.

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Module 04 - Operator on-type Training - Hoist Operator Technical Crew Member:

Guideline for
Topics to be covered
Module 4 Contents (not limited to) recommended references
(not limited to)
duration of training
Theoretical • Technical aspect of the aircraft; • ”On type” aircraft limitations; Contents as per
AMC1 [Link].120 &
• Technical aspect of the hoist; • ”On type” hoist system and Limitations; 125.
• Company specific procedures and +
ESPN-R Proposal
phraseology;
• Dangerous goods;
Specified by the
• Passenger briefing;
operator
• CRM and crew Coordination.
• Specific knowledge about the local
mission area (e.g. web-based obstacle
maps)
• Specific rescue equipment used by
the operator
Practical • Hoist system; • ”On type” aircraft limitations; Contents as per
AMC1 [Link].120 &
• Aircraft and equipment preparation; • ”On type” hoist system and Limitations; 125.
• Location of on-board fire +
ESPN-R Proposal
extinguisher;
• Location of normal and emergency Specified by the
exits; operator
• Location of safety equipment;
• Preparing and handling of the
specifically used rescue equipment

Flight • Company specific procedures and Contents as per

AMC1 [Link].120 &
phraseology; Specified by the 125.
• Task-specific training (as Hoist operator +
ESPN-R Proposal
Operator)
• CRM and crew Coordination
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Proficiency As per flight crew • Local area meteorology; Regulation (EU)

965/2012 on air
Flight • HHO flight planning; operations
checks AMC1 [Link].130 (f)(1) • Normal and simulated HHO procedure AMC1 [Link].130
(f)(1) +
incl. correct use of the HHO checklists AMC1 [Link].110 (3)
• HHO departures; Specified by the +
ESPN-R PROPOSAL
• Transition to and from the hover at the
operator
HHO site;
• Normal and simulated emergency HHO
procedures;
• CRM and crew Coordination.

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4. CONDITIONS FOR ASSIGNMENT TO DUTIES / REFERENCE [Link].105

4.1 Hoist Operator Technical Crew Member

(a)Technical crew members in commercial air transport HHO (HEMS, NVIS) operations shall only
be assigned duties if they:

(1) have completed all applicable training recommended by this document to perform the assigned
duties or be already experienced as a hoist operator (with grandfather rights).

Grandfather rights
For operators with proven/existing experience: the grandfathering of standards needs to be
carefully
considered.
For newly to be trained hoist operators the changed guidelines enable more opportunities to
maintain and obtain justified and documented permission of the respective operation.

A “grandfathering right” is foreseen to be granted to experienced hoist operators with the target to
being not detrimental to the overall safety target. It is to be evaluated on a case by case basis and
credits should be granted on basis of proportionality in considering several criteria.

Recommended Criteria:

 2 years of operational activity;

 200 HEC hoist 6cycles as the minimum;
 fill the proven/existing experience, aeronautic, and operational background.

(2) have been checked as proficient to perform all assigned duties in accordance with the
procedures specified in the operations manual.
(3) are physically and mentally fit to safely discharge assigned duties and responsibilities; (Ref: GM1
[Link].105 Conditions for assignment to duties).

4.2 Self-employed, freelance, part-time Hoist Operator Technical Crew Member

/[Link].105

(b) Before assigning to duties Technical Crew Members who are self-employed and/or working on a
freelance or part-time basis, the operator shall verify that all applicable requirements of this
Subpart are complied with, taking into account all services rendered by the technical crew
member to other operator(s) to determine in particular:

(1) the total number of aircraft types and variants operated;

(2) the applicable flight and duty time limitations and rest requirements

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 ESPN-R HOIST OPERATOR TRAINING GUIDE V1.0 Date 04.02.2021

5. RECENCY – SPA-HHO.130 “Crew Requirements”

Hoist Operator Technical Crew Member conducting Helicopter Hoist Operations shall have
completed in the last 90 days:

(1) when operating by day: any combination of three day or night 6cycles, each of which shall
include a transition to and from the hover.
(2) When operating by night: three night hoist 6cycles, each of which shall include a transition to
and from the hover.

6
Hoist cycle: each of which shall include a transition from and to the hover, ideally: one
hoisting down and up of the hook with either delivering or picking up a person or an object
to or from a surface (land, sea, deck, raft etc…)

6. RECURRENT TRAINING – ORO-TC.135 “Recurrent Training”

(a) Within every 12-month period, each Technical Crew Member shall undergo recurrent training
relevant to the type or class of aircraft and equipment that the Technical Crew Member operates.
Elements of CRM shall be integrated into all appropriate phases of the recurrent training.
(b) Recurrent training shall include theoretical and practical instruction and practice.

The ESPN-R recommend that in addition to the [Link].135 and AMC1. [Link].135, the Hoist
Operations Technical Crew Member should perform flight activities including hoist operations or
perform, when available, an activity on a simulation device in line with a competency-based
approach.

7. MISCELLEANEOUS

(a) ESPN-R hoist safety promotion working group proposes, flight crew members (Pilots) involved
in hoist operations and HHO passengers (e.g. scheduled/commercial passenger transport) have
to perform a standardized initial training that should be conducted in accordance with uniform
authority regulations or based on another acceptable industrial standard (which is not covered
in this document) prior starting HHO duties.

(b) It is not recommended to train both HHO Pilot ab-initio and HHO TCM ab-initio together at the
same time.

(c) This document is not related to HEMS, NVIS, External sling load operations and task specialists.

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 ESPN-R HOIST OPERATOR TRAINING GUIDE V1.0 Date 04.02.2021

ANNEX 01
1. From Hoist Operator to Senior Hoist Operator Trainer:

Ab-initio Hoist Operator: Experienced Hoist Operator:

 Module 1 Completed Helicopter Hoist Operator  Grandfather rights
 Module 2 Completed

Module 3: Operator on-type Training:

”Front seat” Training  On type training
(If required) (helicopter)
 Instruction in the specific
environment
Hoist Operator assigned to duties  (Geographical
in between the task frame of a characteristics sea,
specific operator mountains, etc.…)

 Has sufficient knowledge  Passed Annual Company

MATURITY PHASE

about the training syllabus for assessments;

HHO-Training;  Passed CRM Trainer Course
 Has performed at least one  Passed a Teaching
theoretical instruction (theoretical) and Training
according to the Syllabus, skills (practical) course.
certificated in the operation  Have five years of full time
manual under supervision; experience in the operator
 Has performed at least five specific types of hoist
practical instructions operation
according to the syllabus,  Have successfully performed
certificated in the operation minimum 500 hoist 6cycles
manual under supervision;
 Holds at least a current first
aid medical certificate or a
higher level of medical
qualification.

Hoist Operator qualified trainer

in between the task frame of a
specific operator
Company assessment according
to the applicant experience

HHO-Senior-Trainer
qualified to perform TRAIN THE
TRAINER Courses

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 ESPN-R HOIST OPERATOR TRAINING GUIDE V1.0 Date 04.02.2021

2. Module 01 trainings syllabus HHO Instructor – Learning & Teaching

The basic requirement for a HHO trainer is the successful completion of an assessment. The focus here is on soft skills such as:

• Character suitability;
• Safety-conscious action;
• CRM principles in relation to the Helicopter Hoist Operation;
• Conscious action in stress situations.

Training section Learning and teaching

Topics to be covered Recommended duration

Module 01 Contents (not limited to)
(not limited to) of training (hh:mm)
Index 1 • Basics of learning • Basics of adult education
Theoretical • motivation
• Perception and understanding
• Behavior and transmission 3:00
• Learning obstacles / Learning incentives
• learning progress
• learning methods
Index 2 • The teaching activities • The role of the teacher / instructor
Theoretical • Basics of successful teaching
• lesson planning
3:00
• learning objectives
• Teaching aids and media
• forms of teaching
• communication

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 ESPN-R HOIST OPERATOR TRAINING GUIDE V1.0 Date 04.02.2021

Index 3 • Group dynamic processes • Advantages and disadvantages of group dynamics

Theoretical • What does group dynamics mean?
• The group phases
• Watch group
• Communication patterns in the group
• Hierarchies or roles in a group
3:00
• Development of standards in groups
• Analyzing groups
• Identify group potential
• Controlling and influencing groups
• Promoting group and team development
• Countering conflicts and resistance within the group
• Get group feedback
Index 4 • Practical exercises • teaching samples
3:00
Practical

For Indication, The training section "Learning and Teaching" is based on the standard of the training certificate ADA "Training of Trainers" issued by the German Chamber of Industry
and Commerce and the Chamber of Skilled Crafts.

12:00

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 ESPN-R HOIST OPERATOR TRAINING GUIDE V1.0 Date 04.02.2021

3. Module 02 Trainings syllabus HHO Instructor – Theoretical Activities

Training section theory

Topics to be covered Recommended duration of
Module 02 Contents (not limited to)
(not limited to) training (hh:mm)
Index 1 • Standard procedures and basic knowledge • Repetition and standardization of the basic knowledge from the
03:00
Theoretical HHO basic training as well as the extended sectors of the HHO
duties.
Index 2 • Crew coordination concept • Crew cooperation during training flights
01:30
Theoretical

Index 3 • Placing of emergency procedures • Recording of emergency procedures during the training of HHO 01:30
Theoretical crewmembers.

Index 4 • Proficiency checks • Basics of the execution of proficiency checks in the HHO operation
Theoretical 01:30
at HHO-TCM.

Index 5 • Legal regulations at law • Aviation legal regulations on helicopter hoist operation and the
01:00
Theoretical associated instructor activity.

Index 6 • Documentation and verification • Providing the legally compliant documentation;

Theoretical • Filling in the flight training course files; 01:00
• Check flight forms and the archiving periods associated with
them.
Theoretical • Knowledge examination • Multiple Choice Questions covering knowledge from the indexes
Checks 1-6; 01:00
75% of correct answers to pass the exam.

10:30

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 ESPN-R HOIST OPERATOR TRAINING GUIDE V1.0 Date 04.02.2021

4. Module 3 Trainings syllabus HHO Instructor – Flight activities

Practical training
Recommended duration of training- performance
Module 3 Topics to be covered Contents (not limited to) based approach
(not limited to)
Flight time Hoist 6cycles
Index 1 Standardisation of • Standard procedure in Helicopter Hoist Operation;
Flight 02:00 9
procedures • Emergency procedure in the Helicopter Hoist Operation;
Index 2 Crew cooperation • Training of crew cooperation during training flights in real
00:30 3
Flight environment in Helicopter Hoist Operation;
Index 3 Training HHO students • Procedures for the training of HHO crew members;
Flight At the beginning, a different instructor is used as a student, in the
01:15 6
second step it is a real training situation for primary school
students of HHO crew members;
Index 4 Emergency procedures • Recording of emergency procedures during the training of HHO
Flight crew members;
01:15 4
• How do I intervene sensibly?
• Safety-/ Situation and awareness.
Index 5 Flight training and • Simulation of proficiency checks based on the legal requirements
Flight proficiency checks under consideration of minimum flight time and minimum hoist 01:00 5
6
cycles in real operational environment.
Checks Competency assessment • Examination and evaluation of the theoretical and practical
Flight training contents module 2 and module 3 in the form of a
simulated acceptance of a proficiency check of a HHO 00:30 3
crewmember. The HHO crewmember is simulated by an
experienced HHO Instructor.
06:30 30 Hoist 6cycles
Estimation Guideline
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 ESPN-R HOIST OPERATOR TRAINING GUIDE V1.0 Date 04.02.2021

5. Example for step process HHO TCM training – From HO to HO Senior Instructor
Assessment for

HHO-TCM

5 years and 500 hoist

starting the

Minimum experience
education
Instructor

6
cycles
Specialization offshore Hoist Specialization onshore hoist
day operation day operation
training contents according to Annex

Included HHO Instructor competency

Instructor Education

The specific competence of the instructor always

Minimum 30 hoist 6cycless

per operational environment

refers to the described operational work
environment and its procedures of the air
operator for which the instructor is employed.
Module 1-3,

assessment
Specialization offshore hoist Specialization onshore hoist
01

night operation night operation

HHO-TCM INSTRUCTOR HHO-TCM INSTRUCTOR

offshore onshore
taken into account for the appointment as
The points (the way from instructor to
senior) (see appendix Annex 01) are

For the appointment from instructor to

competence assessment has to be

Senior Instructor

senior instructor, a unique

senior instructor.

HHO-TCM HHO-TCM

executed.
SENIOR INSTRUCTOR SENIOR INSTRUCTOR
offshore offshore

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 ESPN-R HOIST OPERATOR TRAINING GUIDE V1.0 Date 04.02.2021

ANNEX 02
1. Example for step process HHO TCM training – from basic HO to HO
training contents according to

Or if Grandfather right is
for single Pilot HEMS only

HHO-TCM Basic Hoist

point 3.2, 3.5 and 3.6 -

Minimum hoist 6cyces

Included HHO OPC

Basic level

training
Module 1 and 2,

applicable

25 NHEC
25 HEC
•
•
Specialization offshore hoist day Specialization onshore hoist Day
operation operation

per operational environment

Minimum hoist 6cycles
training contents according to

Included HHO OPC

Advanced Level

10 NHEC (for indication)

Example of mission portfolio (not

15 HEC (for indication)

Example of mission limited to):
portfolio (not limited to): • Confined area;
Module 4,

point 3.7

• Deck rescue • Urban area;

operations • Mountain rescue including
• Water rescue high altitude introduction;
• Wind turbine • Advanced operations as river
• Marine Pilot boat rescue, swift water.
transfer

•
•
Specialization offshore hoist Specialization onshore hoist
night operation night operation

per operational environment

operation with NVG according to

Included HHO OPC

Professional Level

10 NHEC (for indication)

specified for the HHO night

Example of mission 15 HEC (for indication)

Minimum hoist 6cycles

Example of mission portfolio (not

portfolio (not limited to): limited to):
Deck rescue
Module 4,

• • Confined area;
point 3.7

operations • Urban area;

• Water rescue • Mountain rescue including;
• Wind turbine High altitude introduction;
• Marine Pilot • Advanced operations as river
transfer boat rescue, swift water.
•
•

OPC: Operator Proficiency Check

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 ESPN-R HOIST OPERATOR TRAINING GUIDE V1.0 Date 04.02.2021

ANNEX 02
2. Example for syllabus proposal for flight activities Module 02- basic Hoist Operator

SCORING METHOD
D Demonstration;
1 Performance above average;
2 Detects errors independently and eliminates them. Training goal achieved;
3 Makes occasional mistakes, exercise must be repeated;
4 Frequently makes mistakes, must be corrected, repeat exercise.

FLIGHTS
Final
MANOUVERS/TASKS/PROCEDURES 1 2 3 4 5 6 7 8 9 10
Result
Pre-flight briefing

Preparing the helicopter and specialist equipment for HHO

AB-INITIO HOIST OPERATOR
TRAINING SYLLABUS

Weight and center of gravity management

Operation of inter-communication and radio equipment

Communication

Performed hoist checks and pre-winching checks

Guidance over HHO sites

Standard winching circuit

Aircraft positioning using standard phraseology between Hoist
Operator and Pilot;

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 ESPN-R HOIST OPERATOR TRAINING GUIDE V1.0 Date 04.02.2021

Horizontal and vertical rotor and tail clearance;

Operation of hoist equipment;

Non HEC single lift (use of load) on clear area;

Hoist malfunctions and emergency procedures;

AB-INITIO HOIST OPERATOR

Aircraft malfunctions and emergency procedures, including

simulation of an engine failure (fly away);
TRAINING SYLLABUS

HEC Single and double lifts;

Techniques for handling HHO Passenger;

Standard hand signals;

Control of the swing and spinning avoidance;

Area reconnaissance, detection of specific dangers relating to
the operating environments;
Elements of CRM like decision making, situation awareness (but
not limited to);
De-briefing;
Scoring method: After each flight the Hoist Operator Instructor will evaluate and give a score to the student. The scoring method might be defined by the operator
6
(and/or an ATO) and can use numbers or letters, the final score (after completing the recommended 25NHEC + 25HEC hoist cycles) must be above the limit
defined by the Operator. In addition, the Operator might define a minimum level to obtain for each flight sortie, If the level is not reached the student shall perform
the same sortie again.
Note: the training concept is based on a competence based and the recommended number of hoist cycles. Hoist cycles may be reduced or increased, based on
the demonstrated performance skill of the student hHoist cycle shall include a transition from and to the hover, ideally hoisting down and up of the hoist hook with
either delivering or picking up a person or an object to or from a surface (land, sea, deck, raft etc…)

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 ESPN-R HOIST OPERATOR TRAINING GUIDE V1.0 Date 04.02.2021

ESPN-R Hoist Safety Promotion working group

Participants:

 Christoph Hess, Karl Mueller– Swiss Air Force

 Klaus Hopf – Bavarian Helicopter Police Squadron
 Sebastian Schneider– DRF Luftrettung
 Peter Schellig – ADAC Luftrettung
 Walter Traversa, Michele Valenza – Babcock Italia
 Kim Gardberg - CHC
 Andrea Walser – REGA
 Fabrice Legay, Jan Loncke – EASA
 Julien Eymard, Dario De Liguoro – Leonardo Helicopters
 Bernd Osswald, Rupert Gleissl, Alexander Weissenboeck – Airbus Helicopters Germany

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