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An in-depth study was made of all the available accident reports and other documents relating to the fatal RAF
Chinook Mark 2 helicopter crash on the Mull of Kintyre on 2 June 1994. The study was carried out because it
was difficult to understand why the Senior RAF Reviewing Officers ignored the findings of the RAF’s own
Board of Inquiry (BOI) and arrived at the conclusion that the pilots caused the accident by flying into high
ground through gross negligence.
The subjective views of AVM J.R DAY, (Now Sir John DAY) the first RAF Senior Reviewing Officer, were
seemingly based on an opinion not substantiated by facts. His superiors echoed his views and endorsed this
opinion with no evidence offered to confirm such views, when overturning the RAF BOI findings.
At a later Civil Fatal Accidents Inquiry (FAI) in Scotland, the Sheriff was unable to agree with the RAF’s
finding showing pilot error as being the cause of the crash. Notwithstanding this FAI finding, the RAF Senior
Reviewing Officers would not change their accusation of gross negligence.
Further investigation of this matter by the authors of the above captioned independent report, established that
vital information relating to Chinook HC2 engine malfunctions was knowingly kept from the various Boards of
Inquiry by the RAF and that known possible causal factors were ignored by the RAF’s own BOI. In fact, orders
were given to a serving officer (unit test pilot) not to discuss Chinook HC2 related technical problems with any
of the investigators or fellow officers. It would also appear that the views of RAF Boscombe Down test pilots
and of computer software specialists were ignored. The aircraft was ordered into Service before faults, such as
those found in the HC2 flight-critical FADEC engine control computer software, had been satisfactorily cleared
and before the aircraft was authorised to fly in icing conditions.
Since the subject crash, new information has been obtained from other Chinook operators on technical
malfunctions that have resulted in fatal accidents or very near accidents. In at least two cases, clues as to their
cause were similar to some found on ZD576, the RAF Chinook HC2 that crashed. This means that the accident
may have been caused by factors other than flight into terrain because of pilot error as inferred by the Senior
Reviewing Officers.
In the circumstances and under the RAF’s own Rules at the time of the accident which state “ONLY IN CASES
WHEN THERE IS ABSOLUTELY NO DOUBT WHATSOEVER SHOULD DECEASED AIRCREW BE FOUND NEGLIGENT”, the
accusation of gross negligence should be set aside, indeed unconditionally withdrawn.
The 20 April 2000 report was prepared to bring together salient facts that emerged from the study of available
documentation relating to this crash. Factual statements are offered in some chronological and logical sequence,
to build a picture that it is hoped, will allow readers to arrive at their own conclusion(s). Answers to questions
that arise from the report may also be of interest
20 April 2000 i
RAF CHINOOK HC2 ACCIDENT MULL OF KINTYRE – 2 JUNE 1994
MULL OF KINTYRE
STRATHCLYDE - SCOTLAND
2 JUNE 1994
CONTENTS
Report
Appendices A to M
Addendum 1 - Weather
Addendum 2 - Electro Magnetic Interference (EMI)
Addendum 3 - House of Lords Select Committee Inquiry- Special report
Addendum 4 - Airworthiness (2010 update)
REPORT PREPARED BY
SUMMARY
On 2 June 1994 a Chinook HC2 of the Royal Air Force crashed on the Mull of Kintyre whilst on a
flight from Northern Ireland. All on board were killed, including 25 senior members of the British
Intelligence Services and the crew of four.
The RAF Accident Investigation Board of Inquiry could not criticise the pilots for human failings nor
could it determine a definite cause of the accident although many possible causes were considered, and
it accepted the possibility that a technical fault that had left no trace could not be dismissed.
Nonetheless, two senior RAF reviewing officers declared that the pilots were guilty of gross
negligence and that they were to blame for the accident.
Following the RAF’s own investigation, a Fatal Accidents and Sudden Deaths Inquiry was carried out
by Sir Stephen Young the Strathclyde Sheriff. He was unable to apportion blame and did not agree
with the cause of the accident as found by the (RAF) Board of Inquiry. Notwithstanding, the two RAF
BOI reviewing officers (surprisingly) refused to change their finding of gross negligence.
The important point of departure in the analysis which follows, is a Royal Air Force regulation
relevant to accident investigations of this kind. The Regulation states : “Only in cases in which there is
absolutely no doubt whatsoever should deceased aircrew be found negligent”.
The simple but fundamental question therefore is,” Was there, in this case, absolutely no doubt
whatsoever about the cause of the accident”.
Aircraft serviceability and inadequate equipment may have been causal factors in the crash, whereas
speculation on the dark possibility of intelligence related cover-ups and sabotage is unsubstantiated.
However, it can also be argued that negligence on the part of the pilots is equally unsubstantiated.
The history of this episode demonstrates clearly that it was certainly not a case in which there was
“absolutely no doubt whatsoever”.
In the light of all that, it must be a matter of grave concern that two young officers of the RAF Special
Force, with exemplary records and considerable experience, should be found guilty of gross
negligence and held entirely responsible for a disaster of this magnitude. Two thorough and
comprehensive enquiries, one military and one civilian, have clearly been unable to identify beyond
doubt the cause of the accident.
More recently, possible technical causes that have made the HC2 aircraft uncontrollable have been
identified, such as FADEC software faults that could cause a runaway engine situation at any time. For
example a fault code E5 was found in the surviving ZD 576 engine DECU computer memory after it
crashed. The same E5 fault code was found on the Chinook that suffered severe damage in Delaware
after a runaway engine and rotor overspeed due to a FADEC fault, well before the ZD 576 accident.
Apart from the appalling impact of this on the families of the young men, this episode must inevitably
involve the jealously guarded honour of the armed forces. There would be nothing dishonourable in
now conceding that the imputation of gross negligence was severe and unjust. A call to the Secretary
of State to initiate further investigation and/or to set aside the accusations of “gross negligence” in
view of the latest technical findings following more recent Chinook accidents, would go a long way
towards redressing a glaring injustice.
End of Summary
ABBREVIATIONS
Revisiting the chain of events leading to and following the above captioned accident.
1. THE AIRCRAFT
1.1 The Chinook Mark 2 (HC2) aircraft is a Royal Air Force Mark 1 Chinook helicopter given a
mid life update by Boeing the aircraft manufacturer, to a Service defined specification issued
by the MOD “Hels” office and AVM J R Day who controlled its introduction to service.
1.2 AVM J R Day, as AOC Group 1, was in charge of all helicopters and ground attack fighters.
He was one of the senior reviewing officers who overturned the RAF’s own Accident
Investigation Board of Inquiry (BOI) report findings on this accident.
1.3 Some examples of the updated HC2 were in operational service with RAF Squadrons 7 and 18
at the time of the accident. Cockpit Voice Recorders (CVR) and Flight Data Recorders (FDR)
that would have pinpointed causal accident factors, were not fitted. Though recommended and
authorised after two previous RAF Chinook accident inquiries in 1987 and 1988, crash flight
data recorders were not included in the HC1 to HC2 mid-life update specification, for reasons
of economy.
a. The HC2 was not cleared to fly in icing conditions at the time of the accident. It was
limited to flight in cloud at temperatures not below 4o C.
b. The HC2 was introduced into Squadron Service (Special Forces Flight of 7 squadron)
at RAF Odiham. One such aircraft, ZD 576, was deployed to Belfast for routine
operations against the wishes of the pilots based at Belfast and who were to fly it. It
was this aircraft that crashed on the Mull of Kintyre.
c. One HC2 was based at Boscombe Down for flight test and operational trials flying at
the time of the accident. It was not being flown by the test pilots because of certain
technical shortcomings and problems related to the Full Authority Digital [Electronic]
Engine Control (FADEC) system, whilst operated in the normal mode.
d. Doubts about the engine control system caused the Boscombe Down test pilots to
discontinue flying the Chinook HC2 on 3 June 1994. They did not resume flying until
20 October 1994. (See Appendix A for the “diplomatic” explanation offered by the
Ministry of Defence). During this period, operational pilots on 7 and 18 squadron
were ordered to continue flying the HC2 aircraft, notwithstanding the unresolved
FADEC faults.
e. The Chinook HC2 was severely weight restricted because of the FADEC failure
incidents, some of which resulted in random engine rundowns for no apparent reason.
1.4 The RAF Board of Inquiry failed to mention that Mrs V Brennan from the Electronic
Assessment Section (EAS) at Boscombe Down had, on 3 June 1994, sent a memo to Mr R
Sparshott at ‘MOD Procurement’, criticising the FADEC software. The memo said, quote,
“the problem remains that the product has been shown to be unverifiable and is therefore
unsuitable for its intended purpose”, unquote. (Appendix J refers)
1.5 Mr Malcolm PERKS who is a pre eminent computer expert in the country, was hired by the
MOD to study FADEC. He said that the Chinooks’ flight critical engine control system had
not been verified as safe for its designed operational tasks and that it had suffered basic
problems and errors since it was introduced in 1989. These errors had not been corrected at the
time of the crash of ZD 576. None of this was mentioned by the RAF BOI report.
1.6 Mr Henderson of the MOD subsequently admitted that the AAIB inspector helping the RAF
investigation was not given the full FADEC story during that investigation.
1.7 Numerous HC2 technical faults were reported prior to the accident. Failures and faults
included
1.8 In November 1997, Mr John SPELLAR, as Junior Minister for Defence, admitted 570
“incident signals” since the HC2 was introduced into squadron service in 1994. Of these, 70
were FADEC related. Clearly, numerous FADEC problems had as yet remained unresolved,
some 3 ½ years after the accident.
1.9 As reported by operators of the type, newly identified Chinook technical problems that have
caused serious incidents or fatal accidents since the Mull of Kintyre crash, include
a. Pitch ILCA and thrust LCA hydraulic fluid contamination causing loss of control
(undemanded low level roll). (Appendix D refers).
b. Water ingress through windscreens and on to the pedestal, affected electrical systems and
may have caused a fatal crash during an instrument approach (See Appendix E).
2.1 The HC2 Aircrew Manual was produced by Boeing the helicopter Manufacturer and given to
the RAF Chinook HC2 project team that was in the United States. It was then edited and
circulated to crews by 240 Operational Conversion Unit (OCU), led by Squadron Leader
David T. MORGAN.
2.2 The Flight Reference Cards for the HC2 were prepared by 240 OCU with little, if any, help
from Boscombe Down, whose test pilots could not positively assist at that time due to their
limited knowledge of the HC2.
2.3 240 OCU, which eventually became 27(R) Squadron, was responsible for Chinook HC2
conversion training and the preparation of documentation relevant to the operation of the HC2.
2.4 The Aircrew (Operations) Manual for the HC2 was incomplete. At the time, crews used
partially photocopied and manually amended flight reference cards due to shortfall in issue.
2.5 The aircrew manual was substantially amended in November 1994. Even then, the chapter on
FADEC was incomprehensible to operating crews. There also were misleading sections in the
chapter dealing with aircraft electrics. (Precognition of FAI Witness J, Appendix C, Pages 12
& 13 refer).
2.6 Section 2, the Limitations section, was blank. It was in fact a single page with “to be issued”
written upon it. The flight reference cards were re-issued in their entirety in July 1994 as
understanding of the aircraft systems evolved. Those in force in June 1994 were actually held
to be so incorrect as to be contributory to the number of engine malfunctions observed.
(Precognition of FAI Witness J, Appendix C, page 13 refers).
2.7 FADEC malfunctions were not fully covered by drills in the Chinook HC2 flight reference
cards (FRC). Chinook FRC were based primarily on the Chinook D model that is not fitted
with FADEC. Drills relating to FADEC were based on the best information available on how
the system might respond during certain malfunctions.
2.8 A number of emergency drills, in particular electric and hydraulic, were poorly laid out and
required the crew to be familiar with the drill to avoid confusion. The shortfall in the Chinook
HC2 WAS DISCUSSED (!) with the crews during conversion courses. (Squadron Leader D T
Morgan – RAF BOI – Part 6 Witness Statements, Page 44)
Pilots were therefore required to remember differences between specific drills written for the
HC1, in the absence of HC2 drill cards. This is not considered acceptable when dealing with
an emergency under stress, especially as most Chinook operations would be at low level.
2.9 Following the accident, HC2 Flight Reference Cards were eventually re-issued after revision,
due to major errors in their content.
The pilots were exposed to a minimum amount of HC2 conversion training during January and
February 1994. They then returned to fly Mark 1 aircraft until 1 June of that year, when they
were given a short “tick in the box” check out on the Mark 2 - ZD 576. They flew the HC2
again on a short troop movement mission before the accident flight. Clearly, the crew only had
minimal operational experience on the Mark 2 Chinook (HC2). Such a level of training could
rarely, if ever, be acceptable for the carriage of VIPs (Sensitive Personnel).
a. Flt Lt Tapper, the Chinook detachment commander, formally requested that a second
Chinook HC1 be left on the Station at Aldergrove, when it was known that an
exchange Chinook HC2 was to be sent to Ireland, to replace one of the two HC1
aircraft based there. His request was denied.
b. Flt Lt Tapper was also refused permission to use the same icing conditions limitations
for the HC2 as applicable to HC1 aircraft. He was told that the aircraft was not cleared
to fly in cloud in temperatures below +4o C and that no exception could be made.
a. Flt Lt Cook had breakfast in the officers’ mess on the morning of the accident. It was
not possible to establish if Flt Lt Tapper also had breakfast although it is reported that
he was well known never to miss this meal. Though there was no indication that the
Captain (Flt Lt Tapper) did have breakfast, it is probable that meal boxes had been
provided prior to, and during the, fatal flight. Therefore the possibility of the Captain
in particular suffering from hypoglycaemia and its effects, may be discounted in all
probability.
b. Pre flight briefing started at 0845 prior to the first take off at 0945. A series of local
flights were completed at 1520 hrs, using ZD 576. The crew then decided to continue
with the planned flight to Inverness on the same HC2 aircraft, departing at 1747. If the
return could not be achieved within 10 hours (including extensions from the normally
permitted 7 hours), a possible night-stop at Inverness had been considered.
4.1 Chinook HC2 – ZD 576 was used for flights earlier that day with an extra crew man (Sgt John
COLES). It was then tasked to carry out the VIP flight to Inverness on the day of the accident.
4.2 Because of the HC2 limitations for flight in icing, the flight to Inverness had to be planned as a
VFR flight below cloud operation, along an approved route to be used for such visual contact
flights.
4.3 The Minimum Safe Altitude (MSA) for the sector from the Mull of Kintyre to Corran is 5900
feet. An aircraft should enter an area or sector at the relevant MSA or higher.
a. Had flight in icing been permitted, the helicopter should have been at least at 5900
feet before arriving over the Mull of Kintyre, though the MSA immediately over the
Mull of Kintyre, is 2800 feet. (See route planning map at Appendix F).
b. Flight at 5900 feet or more was precluded on that particular day by the cloud cover
and the fact that the +4o isotherm was at 5000 feet. Consequently, the approved
alternative Visual Contact flight profile below cloud was planned and flown at 500
feet, reducing to an estimated 200 feet over the sea that day; as previously practised
and to stay clear of cloud and in sight of the surface (VFR/VMC rules for helicopters).
4.4 The planned route from Aldergrove was to a point close to the Mull of Kintyre lighthouse, then
to Corran near Fort William, thence up the Great Glen to Inverness and Fort George.
a. Five waypoints were entered by the crew in the Navigation System during their pre- flight
preparations. Waypoint A was N55o 18.50 W005o 48.00. This point was a
approximately 280 metres South East of the Mull of Kintyre lighthouse. Waypoint B
was entered as a point at, or near Corran.
b. When the aircraft was 0.81 nautical miles from Waypoint A whilst on a bearing of 018oT,
Waypoint B was manually selected. Inexplicably, the aircraft then flew on towards the
Mull landmass on a track of 022oT, instead of turning left through 14o (to then fly
visually along the coastline, left of the direct track from the Mull of Kintyre lighthouse
to Corran , along the approved alternative visual contact route).
4.5 What could have happened as the aircraft approached the Mull of Kintyre Lighthouse and why
was the non-operationally required call made to Scottish Military at 1655:14 GMT just before
the crash, not answered ? The call was seemingly made by Flt Lt TAPPER whose voice was
relaxed, as recorded by Scottish Military at the Prestwick ATC centre, an indication of a
normal situation on the flight deck at that time. Yet at 1659.30 GMT, some four minutes later,
the aircraft crashed. What happened in that time must have been sudden and uncontrollable.
4.6 The Mode 3A transponder was on 7760 when it crashed (instead of 7000 the normal military
low level code or 7700 the distress code, or 7100 the ‘pop-up’ code when transiting from low
level, upwards). One can never know who, or if anyone was trying to change the transponder
code and why.
4.7 Was Flt Lt Tapper, the aircraft captain, changing the transponder code or was Master Air
Load-Master (MALM) Graham W FORBES trying to so do, whilst actively involved on the
flight deck with navigation and other activities, as trained ?
a. As a Full Mission Qualified (FMQ) rated Special Forces crewman, MALM Forbes
would have normally been on the flight deck and actively involved with the operation
and the aircraft’s navigation. This is the Standard Operating Procedure (SOP) for
Special Forces (SF) crews.
b. At the accident site, the bodies of the left seat pilot and one of the loadmasters
remained with the forward fuselage section, whilst the second loadmaster was found
near to the aft rotor head impact point. Notwithstanding, the BOI does not seem to
have considered that a crewman would have been in the vicinity of the jump seat
(actively backing up the navigation as per SOP), though the AAIB report seems to
reinforce this probability (5.11, page 15).
4.8 Did the pilots deliberately fly into the side of the Mull instead of turning 14o left just before
reaching their first navigation Waypoint, 280 metres South East of the Mull of Kintyre
lighthouse, or did a major technical problem occur, which was uncontrollable or of extreme
distraction, as they approached the first Waypoint ?
4.9 In view of what is now known about Chinook HC2 technical failures, there could have been
Any one of these now recognised occurrences could have forced the aircraft into high ground,
regardless of what the pilots did to recover or turn away.
4.10 The significance of a DASH failure can be more readily shown by the events during a training
flight, when a crew lost control of their Chinook HC1 at Odiham because of a Differential
Airspeed Hold (DASH) failure on only one of the two working systems. They were at 1500
feet in IFR conditions and almost crashed as a result. (See Appendix B).
a. Such a DASH failure can occur on the HC2 which is notoriously difficult to fly when
the Automatic Flight Control System (AFCS) is not working properly.
5.1 RAF Board of Inquiry (Wing Commander A D PULFORD presiding) focused on the
handling and operation of the aircraft.
a. It would be incorrect to criticise him (Flt Lt Tapper) for human failings based on the
available evidence. (BOI report : 67c, Part 2 – Page 41).
b. The Board concluded that there were no human failings with respect to Flt Lt Cook
(BOI report : 68, Part 2 – Page 42).
c. (With reference to the AAIB investigation) The Board did not dismiss the possibility
that a minor technical malfunction could have provided distraction for the crew.
(BOI report : 35(b), Part 2 – Page 15).
d. The possibility of the crew being distracted by a technical fault which had left no trace
could not be dismissed. (BOI report : 46(c), Part 2 – Page 28).
e. There were many potential causes of the accident and despite detailed and in-depth
analysis, the board was unable to determine a definite cause.
(BOI report : 61, Part 2 – Page 37).
The fact remains that The RAF’s own Board of Inquiry failed to mention that the Chinooks’
FADEC engine control system software was reported as unverifiable and unsuitable (for its
designed operational tasks) by the MOD technical advisor at Boscombe Down. FADEC faults
had been the cause of a runaway rotor accident during early testing in Delaware. As a result,
the MOD successfully sued the engine manufacturer (Textron) for compensation.
a. “Flt Lt Tapper did not exercise appropriate care and judgement (as responsible for the
safe navigation of the aircraft). I am forced to conclude that Flt Lt Tapper was
negligent to a gross degree”.
b. “He should have recognised the dangerous environment into which he was flying. He
continued to fly the aircraft directly at the Mull at high speed, low level and in poor
visibility. I cannot avoid the conclusion that Flt Lt Cook was also negligent to a gross
degree”.
b. The US forces have established that such a hydraulic fluid contamination is a primary
cause of uncontrolled flight movements. It was established that because of such
contamination, a Chinook turned upside-down, then completed a full roll before
control was regained at low level. (Appendix D refers).
a. Although there had reportedly been problems regarding the upgraded Chinook’s
FADEC system, Mr Henderson of the MOD subsequently admitted that the AAIB was
not given the full FADEC story.
b. The AAIB report established full collective thrust at impact, 25% aft stick, 23% left stick
and 77% left rudder pedal. (AAIB report page 54). This is an unheard of and highly
dangerous rudder flight position for normal forward flight. Such a rudder input could
mean that the pilot was probably reacting to a (major ?) loss of control situation.
Given that the estimated bank angle was 5o to 10o and the yaw angle less than 10o at
the time of the initial impact (FAI report page 4, Item 26), it is difficult to explain the
extremely large rudder input of 77%.
c. A Digital Engine Control Unit (DECU) software E5 code fault was recorded and found in
the surviving engine computer memory of the crashed HC2 aircraft. (AAIB report
Page 41). This was later recognised to be the same code as that found after the
Chinook accident in Delaware following an engine runaway that caused a rotor
overspeed, for which the MoD sued the engine manufacturer and won substantial
damages. These facts were not mentioned by the RAF or the MOD in any of the
Inquiries.
5.2.3 A control system malfunction could have been caused by an electric malfunction, a hydraulic
malfunction or a control jam.
c. Control jam : The possibility of a control jam could not be discounted. A temporary or
permanent control restriction could well have occurred.
i. Almost all parts of the flight control mechanical systems were identified, with no
evidence of pre-impact failure or malfunction, although the possibility of control
system jam could not be positively dismissed. (AAIB Report page 65, Item 43).
ii. Most attachment inserts on both flight control system pallets had detached,
including the collective balance spring bracket that had previously detached from
ZD 576 thrust/yaw pallet, with little evidence available to eliminate the possibility
of pre-impact detachment. (AAIB Report page 65, Item 44). This detachment had
been the subject of a “Serious Occurrence or Fault” Signal. (Appendix K refers)
iii. The method of attaching components to the pallets appeared less positive and less
verifiable than would normally be expected for a flight control system application.
(AAIB Report page 65, Item 45).
There were at least two known incidents of a balance spring mounting bracket insert coming
loose before the crash (including one on ZD 576 itself) and at least three after the crash, due to
the ‘bonding’ method used by Boeing to secure components of the flight control system in the
“broom cupboard”. Detachment of this bracket within the flying control closet in flight could
present a serious flight safety hazard, should the loose bracket foul adjacent flying controls.
5.3 Fatal Accidents and Sudden Deaths Inquiry, by Sheriff Sir Stephen Young
Sir Stephen Young wrote, quote “It has not been established to my satisfaction that the cause
of the accident was that found by the (RAF) Board of Inquiry”, unquote. (Fatal Accidents and
Sudden Deaths Inquiry report at page 120).
6.1 Flt Lt Tapper was an experienced Chinook pilot and was familiar with Chinook Northern
Ireland operations. He had a total of 3165 military flying hours. (RAF BOI Report Part 2,
page 2-1). He was reported as being “extremely capable, extremely professional, very honest,
very friendly, extremely conscientious, very safe and, together with Flt Lt Cook, probably
more safety conscious than most pilots.” (See Sheriff Young’s Inquiry (FAI) report, Page 23).
He was one of the few pilots converted to Special Forces work. He was “quite a serious pilot
who took things sensibly and safely.” (Sheriff Young’s FAI report, Page 25).
6.2 Flt Lt Cook was on his second Chinook tour and also had considerable experience of Chinook
operations. He had a total of 2867 military flying hours. (RAF BOI Report Part 2 page 2-1).
He had recently been assessed as an above average pilot and combat ready. He was considered
to be “a very competent professional officer who undertook his duties quite seriously.”
(Sheriff Young’s Inquiry report, Page 25). He was also trained for Special Forces work.
6.3 Both pilots were together referred to as “probably one of the best crews in the RAF” (Sheriff
Young’s Inquiry report, Page 23).
6.4 MALM G W FORBES had served continuously on 7 squadron since April 1987 and was the
Special Forces ‘Crewman Leader on the flight. His attention to detail and spatial awareness
often led one to believe that he held a navigator’ s brevet. If ever MALM Forbes was unsure
during a mission, he would always ask for clarification from the aircraft captain. (RAF BOI
Witness No 15 report, Squadron Leader B M NORTH, page 6-32 and FAI witness Sergeant
John COLES, RAF, Pages 318 to 321, Appendix H refers).
Prior to the fatal flight, Forbes was seen preparing a 1:500,000 scale map of the route which
was a copy of the pilot’s. He had an exact copy of the route map for the Inverness flight as a
back up to the navigator pilot (and) he would continuously monitor the progress of the flight
along the track line as No 2 crewman of a Special Forces crew (Witness J, FAI Report P.36).
6.5 Sergeant Kevin A HARDIE was a very experienced and highly regarded Chinook crewman.
6.6 Comment on the Special Forces Operations integrated crew concept and training
North Strathclyde Fatal Accident Inquiry (FAI) witness J stated, quote : “In our environment
(Special Forces), we accentuate that a four man crew works together in co-operation, far more
than they do in conventional flying. For example one of the crewmen at all times navigates
and acts as second navigator. The other crewman, whilst looking at the serviceability of the
aircraft, will also be monitoring the performance of the pilot and, at any stage, any member of
that four man crew can call for a change of flight conditions, flight status, ask that the exercise
be aborted and the captain of the aircraft or the pilot handling the aircraft will immediately
respond to that. We stress they are a four man crew, not a pilot and three assistants”.
(Sheriff Sir Stephen Young’s FAI report, Page 35 refers under ‘Crew Working Relationships’)
a. Given that they already had a ground speed of 140 knots, why would they accelerate
to an airspeed of 150 knots or more, at the most critical moment of flight ?
b. Were they so complacent that they would attempt a high speed cruise-climb when in
Instrument Flight Conditions and faced with high ground that they had acknowledged
on their maps ?
i. All 4 crew men ignored all their training, especially their Special Forces training.
ii. The crewmen, one of whom prepared maps for the journey (the hallmark of SF rear
crew) played no part in the navigation or general mission management of the
sortie; and/or
e. Furthermore, if the answer is NO, it implies that the crew were well aware of their
position and that they were distracted or forced into their ultimate flight path.
a. They must have known that they were approaching an area of poor visibility. It is too
incredible to assume they did not.
b. They would have been reluctant to climb because of the icing restriction. However,
there was no need to climb, because a “Downwind Emergency Turn” could have been
carried out below the cloud in complete safety. This is a manoeuvre that is taught, as
standard, to all helicopter pilots from their basic helicopter training onwards. This
latter manoeuvre is designed to cope with unexpected or suddenly deteriorating
weather, or an obstacle on the aircraft’s flight path when at low level.
c. It is unlikely that they would have changed the Waypoint to Waybpoint B as they did,
unless they were aware of their current position.
d. Having seen the Mull, they would have planned to fly up the West coast of the Mull,
keeping the beach in view on the right.
e. If the helicopter crew had anticipated a deterioration in visibility, they would have
slowed to a speed which would depend upon the rate of visibility deterioration,
(probably between 60 and 100 knots). Such a speed (somewhat faster than a Sea King
helicopter) was estimated by the yachtsman witness who saw the aircraft passing
almost overhead, when he could also see the lighthouse. His evidence seems not to
have been given the credence it deserved by the RAF BOI. (Addendum after Page 16).
(Mr Mark B HOLBROOK, Witness 18, RAF BOI Report Pages 6-36 to 6-38).
f. Had they lost complete visual reference, they would have climbed immediately at
maximum rate, instinctively and without discussion, if an emergency turn had not
been carried out earlier (See 6.8(b)).
g. That they did not do so could indicate that something uncontrollable happened, which
caused them to fly onto the Mull regardless of their attempted corrective actions.
7. FADEC PROBLEMS
7.1 Aerospace Engineer Malcolm PERKS was the FADEC expert who represented the Ministry of
Defence (MoD) in its Delaware suit against the Chinook engine manufacturer. He had won
damages of $3 million for the MoD in a lawsuit against Textron-Lycoming the engine
manufacturer, after a RAF Chinook HC2 was partially destroyed during testing, following a
rotor overspeed caused by an engine runaway due to a faulty FADEC. This accident was not
mentioned at any of the Inquiries.
An engine overspeed in a helicopter will initially result in a sudden climb of the sort
performed by ZD 576 before it crashed. If the pilot does not bring the runaway under control
within seconds, the rotor may fly off. The helicopter pilot’s main thought is to prevent a rotor
separation. All other thoughts such as high ground or cloud ahead become secondary.
7.2 Mr Perks recognised the fault code E5 found in the aircraft that was severely damaged in
Delaware as being the same as the fault code found in ZD 576’s surviving engine computer
memory after the crash. This indicated the possibility that a runaway engine and rotor
overspeed caused by a FADEC malfunction may have occurred and that the crew was fighting
an uncontrollable aircraft, hence the flight towards high ground instead of the 14o turn to port
demanded by the flight plan when approaching Waypoint A.
7.3 The meaning of the Code E5 fault discovered in the ZD 576 surviving engine computer
memory, was not mentioned by the RAF at any of the Accident Inquiries, although it was the
same fault code as that found in the HC2 aircraft that was severely damaged in Delaware,
following a rotor overspeed due to an engine runaway.
7.4 A loose minute sent on 3 June 1994 by Mrs V. BRENNAN from EAS at Boscombe Down to Mr
R. SPARSHOTT at ‘MOD Procurement’, said that the software was unsuitable for its
intended purpose (see 1.4). The inference was that this software should not be flying in a flight
safety critical application. The RAF BOI report makes no mention of this memo that also said
a. “EAS does not agree that the T55-L-712F software (for the T55-L-712 RAF engine)
meets the requirements of JSP 188 (documentation standards for this level of
software). The traceability study of the documentation reveals inconsistencies such as
requirements not being implemented and conversely, things appearing in the code
which did not appear in the requirements”; and
c. “Boeing have confirmed that the FADEC software is indeed flight critical. [ref
Software Accomplishment Summary (HSDE) ART 1251 iss.3 1991 Para 5.0]”.
The fact that this memo refers to software which was being used by an aircraft that was
actually in service is very disturbing. (Appendix J refers).
8.1 Squadron Leader Robert BURKE, now retired from the RAF, was the RAF Odiham unit test
pilot (UTP). At the time of the accident, he was acknowledged in the RAF as being the leading
technical aircrew specialist on both the Puma and Chinook helicopters. His experience and
flying skills when air-testing both aircraft were known to be unique.
8.2 Early during the accident investigation, Mr A (Tony) CABLE, the AAIB investigator who was
assisting the RAF BOI, telephoned Squadron Leader Burke to ask for technical advice on the
Chinook HC2 and its systems. After a series of telephone conversations during which FADEC
was not discussed, Squadron Leader Burke was ordered not to speak to any of the
investigators about Chinook systems malfunctions.
8.3 Squadron Leader Burke prepared simplified notes for the RAF BOI, as paraphrased hereunder.
If ZD 576 had experienced a sudden engine runaway (over-rev) just below cloud, the
aircraft is likely to have climbed into the cloud. The pilot, fearing that the engine
runaway would lead to a serious rotor overspeed, would have raised the collective lever
to contain the rotor speed. This is taught in the flight simulator as an immediate and
instinctive reaction to an overspeed.
This would have put the aircraft further up into the cloud, the increase in lift coming
from the increase in the angle of attack of the rotor blades (that is the angle of rotor
blades to air-flow).
A new situation would have now arisen. The handling pilot would have been totally and
unexpectedly in cloud, having to transfer from visual flight to his flight instruments.
The collective lever would have been well up under his left armpit as he tried to control
rotor speed. The engine and flight instruments would have been very difficult to read
because of acute vibration caused by fluctuating or high rotor RPM. This acute vibration
cannot be simulated.
The captain, with a heavily vibrating aircraft, a lot of noise and almost certainly
unreadable engine instruments, would not have had time to rectify the emergency before
hitting the ground at the Mull of Kintyre.
8.4 The Burke scenario – an uncommanded engine runaway and rotor overspeed causing an
uncommanded climb – matches the fatal flight path of ZD 576. The RAF’s most experienced
Chinook test pilot, was convinced, and still is, that a FADEC fault, specifically an engine run
up, could have put the helicopter into cloud during the fatal flight sequence.
8.5 Squadron Leader Burke asked his Officer Commanding Operations for permission to tell the
enquiry and its technical adviser, Mr ‘Tony’ Cable, the AAIB inspector, about his observed
and experienced FADEC incidents. The Wing Commander ordered the Squadron Leader
not to talk to anyone; and that included Service colleagues as well as the Board of Inquiry,
the AAIB and the Scottish Sheriff’s Fatal Accident Inquiry. The reason for this extremely
unusual and disturbing order and its background should be investigated.
8.6 The BOI accident report did not mention Boscombe Down’s FADEC safety concerns which
had twice led to their discontinuing flight testing. Nor did the report mention the Delaware
engine runaway caused by a faulty FADEC or the MOD’s lawsuit. Also, of course, the BOI
did not hear Squadron Leader Burke’s evidence WHICH APPEARS TO HAVE BEEN WITHHELD
FOR AN UNKNOWN REASON. However the BOI was aware of FADEC related problems (see
1.7 (c)) and its report accepted that “an unforeseen technical malfunction of the type being
experienced on the Chinook HC2, which would not necessarily have left any physical
evidence, remained a possibility and could not be discounted”. (BOI report Part 2 - Page
18, Witness 20 and Annex Q).
9.1 Sir Malcolm RIFKIND was the Defence Secretary at the time of the accident. He would have
wanted to know the cause of the accident and why the RAF had been flying such a valuable
group of VIPs in an aircraft that was not free from major computer software design logic and
other technical faults.
9.2 He would have based his opinion of the circumstances on facts given to him by the RAF at the
time. These facts may not have included reservations about the FADEC problems caused by
faulty software.
9.3 Sir Malcolm RIFKIND was interviewed on 13 October 1999 during a Channel 4 TV news
programme. Words spoken regarding this accident are quoted to illustrate his feelings on the
matter, after he had been made aware of the possible technical malfunctions that might have
occurred on the fateful day of the accident and which are known to have affected Chinooks,
both before and since the ZD 576 accident.
Quote There is a case to answer and it has not been properly answered at this stage. I would
hope that the MOD would, as it were, go back to square one and say, look we
understand that there is very real concern in many quarters and that it would be
sensible to have an independent inquiry.
Quote What has been said since then, is that in good faith they believe this information (the
EDS SCICON report, the 3rd June memo or the Textron case) was not even a possible
explanation for the crashing of the aircraft. I don’t question their good faith. I have no
reason to question their good faith. But I have still to question whether they reached
the right decision.
Quote Because certainly on the face of it, I would have thought that if there had been
substantial and long standing problems with the Chinook aircraft, then THAT, AT
LEAST THEORETICALLY, HAS TO BE A POSSIBLE CAUSE OF ACCIDENTS THAT
MIGHT HAPPEN and that, is information which should have been shared with the
inquiry. So at the very least IT SEEMS TO ME THAT A SIGNIFICANT ERROR OF
JUDGEMENT WAS MADE. The RAF rules at the time of the crash said deceased
aircrew can only be found “grossly negligent” where there is absolutely no doubt
whatsoever. The onus now lies with the MOD to prove the pilots guilty.
10.1 The need for impartiality requires that those under investigation are dealt with by experts who
are knowledgeable in all the disciplines concerned; and that senior officers not in the direct
line of command of those under investigation, be required to judge as Reviewing Officers.
a. In the case of this accident, there was no Special Forces representative on the RAF
BOI and there was no one on the Board who knew the Chinook HC2 technicalities.
b. The first Reviewing Officer (AVM John DAY) happened to be the line manager in
direct line of control of this particular unit. One might ask why such an officer was
allowed to overrule an official Board of Inquiry and the Sheriff’s Fatal Accident
Inquiry in Scotland, both of which could not find cause to blame the pilots.
10.2 One could also ask how can two inquiries (one military and one civilian) be overruled by the
reviewing officer(s) AVM DAY and then AM Sir William WRATTEN, who reported to the
Chief of Air Staff (CAS) Air Chief Marshal Sir Michael GRAYDON. In turn, the CAS agreed
with the accusation of gross negligence made by the first two reviewing officers. (Letter from
CAS dated 3.3.97 at Appendix G refers).
10.3 The RAF inquiry procedures which were in place in the late 1980s were less than wholly
satisfactory. At that time, an inquiry was caused to be made into those procedures by the lately
retired Chief Inspector of Civil Aircraft Accidents, Mr W H TENCH, CBE, C.Eng, FRAeS,
and he was frankly, very critical of the RAF inspection investigation procedures. The
procedures were heavily criticised, yet those self-same procedures were applied, with very few
modifications, to the investigation of this accident. (Statement by Lord TREFGARNE - House
of Lords debate on 1 November 1999 - Extract at Appendix I refers)
One ‘TENCH REPORT’ conclusion was, quote: ” That the involvement of some Station
Commanders, AOC’s Staff Officers and even the Commander in Chief, is an unwelcome
intrusion upon what should be the complete independence of the Board of Inquiry” unquote.
In such circumstances, the integrity of the Reviewing Officers’ decisions may need to be
challenged.
10.4 Since the Mull of Kintyre Accident, a change in RAF Board of Inquiry rules requires that
causes of accidents only be investigated, without apportioning blame.
11. CONCLUSIONS
11.1 Since the accident, events have overtaken the situation as investigated by the RAF BOI and
the subsequent Sheriff’s Inquiry, neither of which were able to blame the pilots. Even so, it
seems that important technical matters were not disclosed at the time, as they should have
been, to reinforce investigation findings. In particular, neither the information related to the
Delaware incident nor the importance of the E5 fault code were made known to the BOI or the
Fatal Accident Inquiry.
11.2 Sir Malcolm RIFKIND’s words during a recent Channel 4 interview (see 9.3) must be taken
into consideration. They reinforce the case for the need of a review of the Air Marshals’
decision of gross negligence.
11.3 Certainly, after June 1994, a number of new Chinook technical failures that are relevant to this
accident and which have caused major incidents, came to light. For example,
a. Hydraulic fluid contamination (as reportedly noted on ZD 576 - see 5.2.1) caused loss of
control and an undemanded barrel roll at low level, during which the pilots only
narrowly averted a crash.
b. Water ingress from poorly sealed windscreens onto electronic control boxes on the
pedestal, resulted in tripped circuit breakers and caused yet another fatal crash, this
time in the USA. This is an ongoing problem.
11.4 In the circumstances, the time has come for the RAF to reconsider its finding of “Gross
Negligence”, in view of the grave doubts that continue to exist as to the real cause of the
accident.
11.5 Clearly, something must have happened to force the aircraft straight into the side of the Mull.
To say anything else raises serious doubts as to the real reason behind accusations of guilt,
when no proof of this can be offered in an unquestionable manner as demanded by Queen’s
Regulations. In simple terms, the aircraft was introduced into Service before it was fully ready
for operational use.
11.6.1 Under the RAF’s own rules set in AP 3207, the verdict of gross negligence is unsafe and
should be set aside in the light of the considerable doubts that exist about the accident.
11.7 The overriding point and perhaps the only one that really matters is not whether or not the
pilots were “grossly negligent” but whether there is sufficient evidence to make those verdicts
safe ‘with absolutely no doubt whatsoever’. Clearly, very considerable doubts still exist, so by
definition the verdicts are unsafe and must be rescinded. Once this has been achieved, it would
enable the very important Flight Safety issues surrounding the accident to be examined in an
unbiased light to the future benefit of all.
11.8 THE FOLLOWING QUESTIONS MUST BE ANSWERED :
• Why did the RAF withhold vital evidence from its own BOI; such as the Delware runaway
rotor incident, the significance of a fault code E5 and FADEC problems caused by
unsatisfactory software, as known by Boscombe Down and MOD staff ?
• The reviewing officers produced no new evidence when they overturned the RAF BOI
findings. Why ?
• Why did the RAF withhold vital evidence from the AAIB investigator and from the
Sheriff’s Fatal Accidents and Sudden Deaths Inquiry ?
• Why was no new evidence produced by the reviewing officers when they refused to
change the findings of gross negligence following the Civil Fatal Accident Inquiry; after
the Sheriff Sir Stephen YOUNG concluded that it had not been established to his
satisfaction that the cause of the accident was that found by the RAF BOI ?
• Why was Squadron Leader Robert BURKE ordered not to speak to any anyone about
Chinook technical faults during the investigation and at the Inquiries? That included
Service colleagues as well as the Board of Inquiry, the AAIB, The Scottish Sheriff’s fatal
Accident Inquiry and any of the investigators.
• Why were the pilots refused the request for a Chinook HC1 when it became known that a
Chinook HC2 was being sent to Aldergrove ?
• When it was known to have general unrectified technical faults, why was a Chinook HC2
(which had been grounded by Boscombe Down) sent to Northern Ireland for operations,
then selected and the pilots ordered to fly the VIP group that was being carried on the day
of the accident, instead of using an alternative fixed wing aircraft for the task ?
• Why did the RAF not review the BOI findings in the light of new information which came
to light after the accident; such as control jams and electrical faults or hydraulic fluid
contamination causing undemanded flight control movement incidents and accidents ?
END
APPENDICES
Contents
A. MOD reasons on refusal of Boscombe Down test pilots to fly HC2 (1 page)
B. Paper on Differential Airspeed Hold (DASH) failure (1 page)
C. Precognition of FAI Witness J (HC2 documentation etc.,) (10 pages)
D. HC2 uncommanded flight control movements due to
Hydraulic fluid contamination (5 pages)
E. HC2 fatal accident due to water ingress through windscreens
onto avionics boxes on flight deck pedestal (6 pages)
F. Route planning topographical map – Plot of First leg with MSAs (1 page)
G. Letter from CAS ACM Sir Michael Graydon (1 page)
H. FAI Witness report extract; Sergeant John COLES (5 pages)
I. Lords Debate Report - 1 November 1999 (1 page)
J. Loose Minute from EAS Boscombe Down to “MOD Procurement” (4 pages)
K. Follow-up report of a Serious Occurrence or Fault - ZD 576 (1 page)
L. Weather Conditions – FAI Testimony by Mr M HOLBROOK (4 Pages)
M. Lt. Philip AVERY RN, Meteorologist – FAI Precognition (2 Pages)
Appendix A
TRANSCRIPT
To PP 49
O?? ?6 / 686751
From Off ? as discussed
As to the allegations that some pilots refused to fly the Chinook HC Mk2 during CA Release trials at
Boscombe Down, this is an over simplification of what actually happened and perhaps it would be
helpful if some background was explained. On 7 March 1994 during one of the specified FADEC
checks on the ground, the engine of an HC2 Mk2 flamed out. Trials at Boscombe Down were halted
while the failure was investigated. The failure was not due to a software fault and flying resumed on
20 April. However in the period up to 2 June 1994 there were a number of incidents involving airborne
HC Mk2 of which approximately 5 were due to FADEC malfunction whilst operating in the normal
mode. There had also been other incidents on the ground. The MOD(PE) Projects Office sought
explanation of the various incidents from the aircraft and engine manufacturers but in the absence of
satisfactory explanations Boscombe Down suspended trials flying. The trials aircraft was transferred to
RAF Odiham for servicing and subsequently returned to Boscombe Down in mid October 1994. It was
subsequently fitted with instrumentation for the remaining flight trials which commenced in November
1994. The postponement of the trials at this time was therefore an expediency within the proper
exercise of airworthiness considerations by Boscombe Down and was not seen as a refusal by
End of Appendix A
Appendix B
DOUBLE DASH FAILURE
of the main attitude indicator (AI), the primary flying aid while in IMC; it then becomes apparent that
there is a control malfunction. Without visual references it is entirely possible that pilot would be
unable to prevent the aircraft from undergoing a series of major oscillations in pitch before he could
regain full control. Each of these oscillations could involve massive height gain, or, critically, height
loss. Indeed, one crew who experienced a similar control malfunction in 1989/90 (Dixon & Falvey),
lost control of their Chinook completely and dropped over 1000 feet in a few seconds. They started in
cloud in the RAF Odiham instrument circuit." (1500 feet AGL) and levelled out at very low level, just
clear of cloud, almost crashing in the process.
- The correct emergency action involves a test of the AFCS. Each of the two systems is
switched off in turn to discover which, if any, is faulty. If this does not cure the problem: both are
switched off In practice, this is easy when small perturbations are experienced; but when faced with
sudden and dangerous partial control loss it is very difficult to do. Until you arc absolutely sure that
it is an AFCS problem, you are naturally reluctant to switch off the very system that might be giving
you a vestige of control. Equally, when violent oscillations occur, it is not easy to immediately focus
on the AFCS. If the DASH malfunctions, the aircraft remains stable in roll and, most importantly, in
yaw. This tends to point to far more ominous possibilities such as hydraulic actuator or even physical
linkage failure. Furthermore, if the AFCS is switched off, a failed DASH remains unaffected;
however, the subsequent loss of control in yaw (which can be extreme and very alarming) makes this
action an exceptionally difficult one to undertake. This is especially true when faced with an
emergency while in IMC and close to the ground. It is a rare, often unrehearsed emergency that cannot
(for obvious reasons) be practised in a Chinook in cloud. The only demonstration of the DASH
runaway that crews get is a rather tame and procedural exercise done during initial Chinook training.
The demo is done in VMC, straight and level, with warning, and well clear of the ground. Its value, in
terms of understanding the DASH, is further devalued since the student must also cope with AFCS-out
flying.
End of Appendix B
Appendix C
... at Royal Air Force Odiham. I have served on 7 Squadron for most
of the time since February 1985.
Board itself had concluded that the co-pilot would be acting on good
faith in response to the Captains navigation plan and was therefore
not responsible for the outcome. It is the accepted practice in
military, and I believe civil, aviation, that the Captain of an
aircraft is responsible for it, that his crew are there to assist
him toward that end: the co- pilot should not have been considered
responsible. The Captain would appear to be held responsible only on
the grounds that no other reasonable cause for the crash have been
determined. That is to say 'guilty because not proven innocent'.
Such an argument cannot hold up to legal examination anywhere
outside the armed forces.
abort into IMC could result in the configuration found at the crash
site. This can be done in the simulator with the limitations
discussed above.
The Board acknowledges that the planning for the sortie was fully
and professionally carried out, and yet once airborne the crew
lapsed to a suicidally negligent performance 18 minutes later. This
does not accord with my thorough knowledge of the crew, their
operating standards or their ability. It simply does not make sense.
The BOI makes reference to training records which indicate that the
pilots were noted as having a 'quiet and relaxed manner and lacking
assertiveness in a crew environment'. These were SF qualified
personnel, in all probability it was one of my reports that made
this observation (though I cannot verify this), reports made on them
in the normal reporting chain would undoubtedly have read 'good
throughout', in the SF environment a new assessment criteria is
introduced aimed to determine how they would react under exceptional
operating conditions (for example 200 miles inside hostile territory
with no immediate support or significant defensive weapons). In
One question which has been repeatedly asked both inside and
outside the Service is 'Why did the BOI appear to be under so much
pressure to make a conclusive report out of such an inconclusive
inquiry?' Several possible answers are given below with commentary.
have been returned demanding further investigation had the BOI not
been conclusive. Indeed the report was delayed several times after
completion of the investigation as the resultant document was deemed
unacceptable. Precisely what was changed and by whom can only be
answered by the Chairman, Wg Cdr Pulford, CO RAF Odiham Gp Capt
Crawford or the AOC 1 Gp AVM Day. This further leads to the
suggestion that the RAF, or persons within it, were concerned that
further inquiry may bring into question the introduction to service
of the Chinook HC2. This is the major weakness which could have been
exposed by further investigation and would have an impact on AVM Day
and those within MOD Hels office who controlled the introduction of
the aircraft into service. Such concerns can only be conjectural,
but for those with an interest in such matters they are considered
below.
When the Harrier force upgraded from GR3 to GR5 the Squadrons were
down-graded from their role within NATO for 18 months to allow crews
to become mission capable on the new aircraft. The aircraft was held
to be sufficiently different to warrant a 6 week conversion course.
Doubts about the engine control systems were such at the time of the
accident on the Mull of Kintyre that Boscombe Down stopped flying
the HC2 as it was held to be 'unsafe' on June 3 1994 (the date is
reputedly coincidental). The HC2 was not flown again until 20
October 1994. During this period operational pilots on 7 and 18
Squadrons were ordered to continue flying the aircraft. It is
unprecedented that serious doubts by the test authority for an
aircraft type were ignored while the type continued to be flown. Sqn
Ldr Mark Prior of Rotary Wing Test Section A&AEE Boscombe Down was
on the unit at the time and would be well placed to discuss the
attitude of the airtest crews to the HC2 at the time. Wg Cdr M
Barter Officer Commanding 7 5guadron was the officer who briefed 7
CONCLUSION
Appendix D
• Several operational controls will be - MSG Ruben Burgos; Aviation Systems &
implemented to enhance early detection Investigation Division. DSN:558-3703 [334-
of flight control lockup. 255-3703]; burgos@satety-emh1.army.mil
Analysis indicates that the top three areas that require attention are engines, electrical
systems, and flight-related incidents (mostly inadvertent cargo release).
Engines
Engine problems accounted for nearly a Flight-related incidents
fourth of all Chinook mishaps during FY98. Inadvertent release of external loads accounts
The areas that most need attention are the for a relatively large number of H-47
torque-metering system and the power accidents. Analysis shows that the majority of
controls. The, Chinook community is these accidents are attributable to flight-crew
anxiously waiting the fielding .of the T55- actions and that most of them occur during
GA-714A engine which will bring hover or transitional flight.
improvements to all areas of the power plant,
including the fuel authority digital electronic Table 2. Inadvertent-cargo-release mishaps
control (FADEC) system. The T55- GA- FY A B C D Injuries Total cost
714A has proved itself on special-operations 96 0 0 5 5 2 $ 274,631
aircraft, where it drastically reduced the 97 0 1 3 0 1 781,039
number of engine-related accidents. 98 0 1 7 2 4 311,907
Total 0 2 15 7 7 $1,367,577
Electrical systems
The one Class A accident attributed to the The relatively high number of mishaps
electrical system during the past 5 years helped determine that improvements are
accounted for five fatalities. Electrical-system needed. Removing the human element from a
problems also accounted for 36 Class E system through engineering improvement is
mishaps during the period. CH-47-97- always the preferred solution.. Operational
ASAM-07 (141323Z Apr 97) outlined controls are a good short-term solution, but
measures to reduce the possibility of engineering controls will bring forth long-
electrical-power loss. Consideration also is term results.
being given to introducing an improved
circuit-breaker panel for the improved cargo The external-load-control grip on the flight-
helicopter (ICH) and current models. Further, engineer station is not only next to but is
Boeing has recommended several options to identical to the press-to-talk button. With the
reduce water entry into the electrical system, added factors of no illumination and heavy
which is also a source of H-47 electrical workload, crews are inadvertently releasing
problems. loads. In some cases, loads are released when
• While transitioning through an airfield Let's take a look at a couple of the incidents
corridor at 700 feet agl and 100 KIAS, the that led to release of this SOF message.
aircraft began uncommanded left and
right yaws starting at 5 degrees and • During taxi for takeoff, the IP noticed
increasing to 15 degrees. When the illumination of master caution with
aircraft reached a 15-degree left bank, the associated transmission hot capsule. After
PC applied ri5ht pedal and started a isolating the problem to the No.1 engine
left,10-degree bank to set up for landing. transmission, the IP immediately
As pressure was applied, both pedal and performed emergency shutdown of both
cyclic froze in a left-bank attitude. engines. Postflight inspection revealed a
Airspeed dissipated to zero; the crew severed transmission cooling fan drive
shaft and metal flakes on the combining engine and combining transmission oil
transmission filter. temperatures were l20oC and rising.
Maintenance found the combining
• No.1 engine transmission oil temperature transmission cooling fan shaft was
rose rapidly through 130oC. When power sheared.
was reduced, the temperature was passing
140oC. An emergency engine shutdown -CW4 Keith B. Freitag, Aviation Systems &
was completed with the temperature Investigation Division DSN 558-3262 [334-
peaking at 145oC. At shutdown, the No.2 255-3262]. freitagk@safety-emh1.army.mll
APPENDIX E
FAX MESSAGE
David:
This is article Malone (US) wrote in 1997, two years before Boeing settled after families
claimed that technical malfunction caused the crash.
Note in Malone's copy the phrase..." the collateral investigation found that the MH-47E was
operating with normal AC electrical power at the time of the crash."
The MH-47E is the US special operations equivalent of the Chinook Mk2 although there are
differences i.e., the MH-47E has different electronic warfare equipment and more powerful
engine but has a FADEC system.
regards, Tony..
12-7-97
By Malone
Twenty months after a $26 million Army MH-47E; Chinook helicopter crashed into a
Logan County field killing all five airmen board, a report has been released saying the cause
of the accident is undetermined.
Records that Army Safety Center has previously released show the crew was carrying on a
normal conversation when the chopper disappeared from radar screens about 4 a.m. while on
a routine training mission. Those records also show that a waiver was obtained to allow a
student pilot to fly the aircraft, which had encountered blustery snow squalls predicted for
that morning.
"The board finds the facts available in the accident do not identify the cause," said the report
signed by Warrant Officers Terry Sahlin and Ronald Corley and Major Jay R. Jones.
But the board did question whether student pilots "should occupy a crew station in an
advanced aircraft." It also called for written standards for aborting pilot assessment
missions because of weather and "recommend prohibition of (assessment) flights into
forecast or known instrument meteorological conditions." The panel also recommended the
adoption of advanced flight data recorder technology for aircraft on similar missions.
Some rudimentary flight data collection equipment was aboard the Chinook but investigators
were unable to retrieve the information after the crash.
The Army report said the mission required a senior pilot, Walter Fox, to perform a night
vision goggle flight evaluation of two different pilots. Fox had evaluated the first pilot, who
had flown and exited the aircraft when it returned to Fort Campbell.
Though earlier records have mentioned that water leaking into Chinooks has caused shorting
in electrical power distribution panels, the collateral investigation found that the MH-47E
"was operating with normal AC electrical power at the time of the crash." The report
discounted as false alarms two warning lights which flashed during the aircraft's initial flight
that evening.
The Army panel concluded that weather was not the cause because the conditions were
within the aircraft's all-weather capabilities, and "in the absence of a surviving crew member
and any related facts" the board does not support human factors as a cause for this accident.
End =
By Malone
A heavily censored Army Safety Center report into the investigation of an MH-47
helicopter that crashed during a snowstorm in Logan County 15 months ago killing five
airmen cites a string of electrical problems in the twin rotor transports that apparently
were caused by water leaking through seals.
But Army investigators from Fort Rucker, Ala., last fall in an in-house publication had
attributed the likely cause of the last March 7, 1996 crash as pilot error. Student pilot William
R. Monty Jr. from Fort Jackson, S.C., had not flown in the previous 18 months and had only
logged 1.5 hours in an MH-47E, the all-weather version of the Army's "Chinook" workhorse.
Monty was allowed to fly through an "approved waiver" during an "assessment" to determine
if he would be accepted to the elite 160th Special Operations Aviation Regiment which has
units based at Campbell Arm Airfield.
The report also said Monty was not current in either night vision or instrument flying when
he left Fort Campbell earlier that evening on the training flight to Fort Knox. Monty had tried
to join the 160th in 1991 but was turned down for lack of experience. In its lengthy findings
issued yesterday, Army investigators said the aircraft plunged from 3,300 feet during a turn
as it was positioning itself for a runway approach about 25 miles from Fort Campbell
(Kentucky) in heavy snow. The Army's last communication with the chopper was an
acknowledgement of an air traffic controller's instruction to enter a turn just before I 0 p.m.
Safety investigators determined that the aircraft had crashed after entering a steep banking
turn from which it could not recover.
Eyewitnesses in the area said at the time it looked as if the pilot was attempting to
land before the crash and they heard reports of engines or gears "grinding" and "cutting out."
But investigators who inspected the charred engines found them normal.
After the accident, records show the Army produced two "product quality deficiency reports"
involving the failure of $76 circuit breakers in the MH-47E. Mechanics reported one breaker
that controlled among other things, de-icing equipment, "popped" before the fatal mission
and was reset.
The other fault caused a fire in a similar aircraft hovering over the Atlantic Ocean in mid-
1996. It landed safely.
But the Army's findings and conclusions about what if any impact the component had on the
fatal crash the breaker were censored. However, the report mentions that "there was no radio
contact with the crew to indicate an emergency situation."
Army special operations command spokesman Major Andy Lucas at Fort Bragg said
he was not familiar with the report and could not comment on it.
According to Army records, the Army later that summer discovered water was seeping
through a faulty seal and into the aircraft's main electrical distribution panels. Boeing, the
aircraft's builder, last December dispatched teams to Fort Campbell to "investigate water
intrusion into the cockpit' of MH-47 choppers.
And one of the recommendations from that inspection was to "configure the aircraft's
electrical system so that a single fault cannot cause a complete failure of the electrical
system."
A Boeing field service report dated June 16, 1996 investigating an MH-47 cockpit
electrical fire notes "this is the third incident... of water causing smoke or fire in the
power distribution panel." Boeing later advised the Army to spray the $27 million
helicopters with water hoses to check for leaks.
End =
The Chinook was on the return leg of an From October 1992 to June 1996, seven
NVG navigation flight The crew was Chinooks experienced varying degrees
operating in VMC when the SP requested of electrical power failure. It was
an lFR clearance to 4000 feet msl. His determined that heavy precipitation,
intent was to return to the home airfield aircraft washing, or extended overwater
via the ILS approach. He did not request a operations can result in water leaking into
weather update when he filed for the lFR the cockpit area and entering the a.c.
clearance. Weather forecast prior to the auxiliary power distribution panels
flight included a scattered cloud layer at (PDPs). When this happens, the water can
1000 feet, broken at 2300, overcast at cause the circuit breaker “bus ties” to
4900, and forecast moderate icing from short, resulting in either partial or
2000 to 10,000 feet. complete power loss to both primary and
standby flight instruments.
Approximately 18 minutes after granting
the IFR clearance, approach control While it’s impossible to know for sure that
directed the crew to make a 15 degree turn such a power failure occurred in the
right turn for a vector to intercept the ILS accident aircraft, that is a reasonable
approach course. During the turn, the radar conclusion. Complete power loss to the
controller noted that the aircraft had cockpit of the Chinook can result in the
tightened its turn radius and passed loss of all primary and standby
through its assigned heading. Moments instruments, the advanced flight control
later, radar contact with the aircraft was system (AFCS) and all avionics except the
lost, and it was quickly established that the transponder and FM and SATCOM radios.
aircraft had crashed and burned. It is reasonable to conclude that such
circumstances would have made it
impossible for the crew to maintain installing a cover for the PDPs and circuit
aircraft control. breakers. In addition, crews should inspect
the PDPs and circuit breakers for corrosion
In summary, it is now suspected that the on a regular basis and more often during
crew was conducting a standard rate right periods of prolonged heavy precipitation
turn when a power loss occurred, resulting and after aircraft washing.
in the lossof , at minimum, the primary
flight instruments and the AFCS, With no Hazard: The “improved” generator
visible horizon, it is probable that the pilot control units (CCUs) currently installed on
quickly became disoriented and the aircraft some Chinooks do not allow the PDP bus
entered an unusual attitude that the crew ties to operate as designed. As a result,
was unable to recover from. both generators will be taken off line the
CCU can isolate the electrical fault.
Lessons learned
Control: A circuit breaker has been
Hazard: Water can enter the PDPs. Once identified that will work with the current
it does, it deposits dirt and salt deposits on CCU to allow for redundancy within the
the contacts, which creates a good electrical system as designed.
conductor. At some point, the electrical
connections short out, causing the system
to overload and the malfunction displays USASC POCS: MAJ Harry Trumbull;
to all go blank. Chief Operations Branch: DSN 558
2539 (334-255-2539); trumbull@safety-
Controls: Changes have been initiated to emh1.army.mil or CW4 Keith Freitag;
protect the PDPs from water intrusion by Aviatlon Systems and Investigations
either channelling water away from pilots’ Branch; DSN 558-3262 (334-255-3262);
doors and windows or designing and freitagk@safety-emh1.army.mil :
Electrical Systems.
The one class A accident attributed to the electrical system during the past 5 years accounted
for 5 fatalities. Electrical system problems also accounted for 36 Class E mishaps during the
period. CH-47-97-ASAM-07 (141323Z Apr 97) outlined measures to reduce the possibility
of electrical power loss.
Consideration also is being given to introducing an improved circuit breaker panel for the
improved cargo helicopter (ICH) and current models. Further, Boeing has recommended
several options to reduce water entry into the electrical problems.
End of Appendix E
Appendix F
End of Appendix F
Appendix G
End of Appendix G
Appendix H
318
319
320
321
the aircraft.
MR. 0'NEILL: The statement I have
narrated is from the report of the Board of Inquiry,
a comment by Air Marshall Day, and it is contained
in Part 4, page 2 of the Board of Inquiry Report
into the incident
MR. DUNLOP: My lord, I would object
this line of evidence. I am not sure where it is
going, but I suspect from my learned friend's
comments yesterday the line is clear in that
context, because my learned friend yesterday was at
pains to point out he was entering upon issues of
negligence. Of course, no debate was entered into
upon that at that time.
Now, my lord, in my respectful submission
this Inquiry is not here to Carry out an examination
of the Board of Inquiry procedure, how they went.
about it or the conclusions that that Inquiry
reached: this Inquiry is an Inquiry within the
terms of an Act of Parliament, and the Board of
Inquiry Report no more than puts the structural
framework which enables the factual background to be
established which forms the starting point in a
sense for witnesses to be able to give their
evidence.
My/
322
End of Appendix H
Appendix I
negligence can be made. I believe that in this less than a mile. If visibility is less than five
inquiry an honest mistake was made. miles, the regulations state that aircraft must fly
The best reason for reopening this inquiry is under instrument flight rules, which means that
new evidence. There is indeed serious new they, must be a thousand feet above the nearest
evidence. Four years after the accident, a obstacle. In this case, that would have meant
Chinook helicopter came tumbling out of the sky. two-and-a-half thousand feet. The pilots were
The air crew tried desperately to turn it the right clearly not doing so, and it is to be assumed that
way up, but failed to do so and could find no the finding of the RAF court of inquiry was
evidence of any malfunction of the instruments. based on those facts. [See Note 3]
[See Note 3] The merest yachtsman - of which I am one, but
Miraculously, 250 feet above the ground, the much more to the point, so too is the noble
Chinook aircraft turned around and the crew and Lord, Lord Ruthcavan.- who has sailed round
everyone on board were saved. Obviously, the the Mull knows how treacherous the conditions
Chinook was examined in great detail afterwards, are and how bad the visibility is liable to be.
and it must be stated that no fault was found with The noble Lord raised a number of
the helicopter. interesting points. I have a feeling that his
Therefore that is proof conclusive that a remark to your Lordships tonight in
helicopter of this particular manufacture can themselves justify a reopening of the inquiry
develop faults which cause it virtually to crash because there is a lot there. [See note 4]
and subsequently no fault is found with the In a debate in May 1991 in your Lordships'
helicopter. In this case, that may well have House, the noble and gallant Lord, Lord Craig
happened. On the evidence available, one pointed out that the civil air accident
cannot but conclude that there is no proof investigation branch had ...
that the pilots were negligent. ]See note 2]
(End of page 651 - Hansard Lords’ report for 1
8.32 p.m. November 1999)
Lord Burnham: My, Lords, at the time of the
crash, visibility over the MuII of Kintyre was
Note 1 Lord Fitt believes that the verdict (of gross negligence) should be set aside
Note 2 Note Lord Trefgarne’s Statement and that the present conclusions (RAF BOI findings) are
unsound.
Note 3 Lord Jacob’s statement that no evidence was found of any malfunction of the instruments
after an American Chinook suddenly turned upside down, was not quite correct.
Investigators later found evidence of hydraulic fluid contamination in one of the systems.
This caused the undemanded roll. He believes there is no proof the pilots were negligent on
the available evidence.
Note 4 Lord Burnham calls for a reopening of the inquiry. His reference to VFR is only correct for
fixed wing aircraft. Helicopters need only be clear of cloud and in sight of the surface to
maintain VFR when at or below 3000 feet. Military helicopters are also subject to a speed
limit of less than 140 knots IAS in a visibility of at least 1 km with a cloud base of not less
than 250 feet.
End of Appendix I
Appendix J
LOOSE MINUTE
Copies to: ADASE, S/L EAS, S Bradbrook, L Mugridge, File
To: R Sparshott
File: AEN58/022/1
1. Summary
In general, the Textron white paper made many claims that are not borne out by EAS knowledge of
experience of the FADEC software or project to date. Claims were made and arguments were put
forward which EAS believe, in part at least, to be incorrect or irrelevant. Textron site numerous
reviews as evidence for the integrity of the FADEC but they do not identify how successful the
reviews were or where the result might be found. EAS are aware that many adverse comments and
results were obtained during the reviews which Textron have, in this document, chosen to ignore. In
addition EAS believe that certain reviews were ineffective, for example, the 'Formal Software
Testing' quoted in the software development history as taking place in 1987, failed to trap numerous
errors identified in the Software Reviews carried out at A&AEE post 1988. Textron also claim that
70,000 hrs of test were performed. It is believed that most of this testing was not done using the
current production RAF version of the FADEC software which makes a large proportion of it
irrelevant, and that which remains relevant has tested a truly minuscule fraction of the possible input
conditions. Notwithstanding the claims made in Textron's white paper, the problem remains that the
product has been shown to be unverifiable and is therefore unsuitable for its intended purpose.
2. Detailed Comments
2.1 (para 1.1 sub para 1) States that the software (s/w) configuration has not changed
from the initial production release in 1991. It is then stated that the 1991 production version was for
the T55-L-714 engine. As the RAF version is for the T55-L-712 engine then the software has indeed
changed.
2.2 (para 1.2) EAS do not agree that the T55-L-712F software meets the requirements
of JSP188 (documentation standards for this level of software). The traceability study of the
documentation revealed inconsistencies such as requirements not being implemented and
conversely things appearing8 in the code which did not appear in the requirements. There were a
total of 34 category 1 anomalies and 48 category 2 anomalies in the traceability study. This does
not meet the requirements of JSP l88.
2.3 (para 1.2.1) States that "the audit activity consisted of HSDE ... and extensive
review by A&AEE". Textron seems to be claiming that by undergoing reviews, the software
assumes a level integrity. No account has been taken of the results of the reviews, for example, there is
no mention that A&AEE found the s/w to be unacceptable. In addition, Textron
have place(d) emphasis on the s/w being subjected to programmer peer review - A&AEE have little
confidence in this technique which clearly and demonstrably failed to detect a very large number of
anomalies. This review took place in 1987 at HSDE on a standard of s/w remote from that which we are
actually using. The s/w following this review still included the very large number of errors found in the
code by A&AEE and then later found in the documentation and code by EDS. Boeing themselves
identified a whole module which addressed the wrong area in memory.
2.4 (para 1.3) Textron cite the number of hours of testing as in excess of 70,000 and states
that this exceeds, by an order of magnitude, the amount of testing typically employed for many safety
critical flight control systems now in production. The first point is that 70,000 hours is the cumulative
total for several different versions of s/w during development since 1982 and this figure is therefore
invalid. Secondly, even if the figure was 70,000 this is still too low for safety critical s/w which is
why, typically, safety critical software is verified using analysis rather than test - testing is used to
validate the software.
2.5 (para 1.3.5) This para claims that testing can verify expected changes and confirm that
previous test experience had not been invalidated. However, testing alone cannot verify the expected
change and change will invalidate previous testing until sufficient analysis (not test) has been done to
demonstrate that this is no(t?) the case.
2.6 (para 1.4) This para suggests that system safety can be verified using FMECA, (;) this is
wrong. All the FMECA does is provide additional information for validation.
2.7 (para 1.4.1) This para. puts a heavy reliance on being able to operate with only one engine
– the RAF want to fly in a regime that requires both. Additionally the RAF will wish to train their
Chinook pilots to handle an aircraft with a single engine failure and as part of the training will fly with
one engine deliberately retarded. – a failure in the nonretarded engine would be catastrophic under
these conditions. This para casts some doubts over the criticality of the software, however Boeing
have confirmed that the FADEC software is indeed flight critical. Ref: Software Accomplishment
Summary (HSDE) ART 1251 iss. 3 1991. Para 5-0.
2.8 (para 1.4.2) The identification of a failure and the resultant behaviour of the
system is determined by the software unless both of` the processors in the 2 control lanes cease to
function (in which case the stepper motor fails in a fixed position, providing a fixed fuel flow and not a.
‘fixed power level’ as stated here, regardless of the operating mode of the engine) or the software loses
control causing the engine to increase speed until it reaches the analogue (N2) overspeed limiter. If the
s/w believes the system is operating correctly then it will continue whether it is correct or not. Textron
state that there is no FADEC failure mode which would result in creating an unsafe condition on the
other engine however they do share information. Additionally Textron claim that the primary lane and
reversionary lane are completely independent, however, in the event of a reversionary lane failing
before or during an engine shutdown, the primary lane keeps the engine supplied with fuel and the
engine overheats because it requires the reversionary lane in the shut down process to stop the fuel flow.
2.9 (para 1.4.3) The FMECA does not address s/w failures. It does however use s/w reliability
to mitigate against failures in the h/w (s/w?). HSDE claim that the scenario of fuel being
continued to be pumped to the engines following a shutdown with the reversionary lane failed
thereby causing it to overheat is documented in the FMECA and understood by the MOD. It is
not in the FMECA and the MOD knew nothing about it until it was drawn to their attention.
2.10 (para 2.1) Again Textron neglect to say that while A&AEE did review the
reversionary lane code and a proportion of the primary lane, it was found to be unacceptable.
2.11 (para 2.2) Textron attempt to devalue static analysis because it can not examine
interrupts and other dynamic features. This is entirely true. However, even in its limited capacity, it
still found sufficient wrong to enable EAS to have little confidence in the code itself. [note: safety
critical software should not contain interrupts and dynamic features as they are not sufficiently
deterministic. The only interrupts that may be allowed are normally used for timing purposes and there
are ways to get around using interrupts even for that. However, interrupts are normally permitted in
code of this vintage as the safety implications of the use of interrupts was not widely understood at the
time.]
2.12 (para 2.3) Textron state, that the problems encountered in applying static code
analysis were due to the code not being designed with static code analysis in mind. This is not the
case. Any well designed code will be amenable to static analysis (;) it does not, necessarily, HAVE
to be designed with static code analysis in mind, although it helps. Designing with the aid of static
code analysis does, however, encourage the use of much safer programming constructs. CODE FOR
USE IN SAFETY CRITICAL APPLICATIONS SHOULD BE SUFFICIENTLY SIMPLE AND
TRACEABLE TO BE UNDERSTOOD BY AN INDEPENDENT TEAM OF VERIFIERS. This
also makes it suitable for static code analysis.
2.13 (table 3) Because it does not produce evidence that can be assessed by a third
party, is not automated, and is not mathematically rigorous in any way, peer review is not equivalent to
semantic analysis using automated tools such as MALPAS and SPADE.
2.14 (para 2.4) It is true that static analysis alone cannot provide sufficient evidence to
demonstrate that the FADEC system is safe. It was however sufficient to show that the s/w is
unsuitable, in its present form, for use in a safety critical application.
2.15 (para 3.1) An anomaly DOES imply that an error exists (either in the code or in the
documentation) – it also implies confusion in the coding and/or documentation. These anomalies were
still in 17% of the code and the remainder is unanalysed. Moreover, the code analysed by EDS is
essentially that already analysed by A&AEE earlier when many anomalies were identified, but with
the advantage of additional documentation producing evidence of many more
2.17 This document repeatedly claims that the s/w meets RTCA Do. 178A. EAS and EDS
have already said that they believe it does not. Textron, additionally, claim it meets little bits of 178B.
This claim is largely irrelevant. HOWEVER, here are some more of the relevant points from RTCA
Doc. 178B:-
a) 178B is not prescriptive but it set objectives which are to be fulfilled using suitable
methods
c) 178B para 6.3 makes a difference between review and analysis – Textron constantly
claim equivalence.
d) 178B para 6.3.4..f. Provides some objectives for review and analysis of the source
code – they have, so far, failed to fulfil these requirements.
e) 178B para 6.3.4.b. Specifically states that the data and control flow within the code
should match that defined in the software architecture – data and control flow are normally
ascertained using static code analysis tools.
f) 178B para 11.8 Lays down some basic standards for software – the FADEC code does
not meet these standards
g) 178B para 12.3.2. States that exhaustive testing COULD be used in verification for
simple system – this is not a simple system. The implication here is that something else is
required in the case of a complicate system to ensure that the requirements have been correctly
implemented.
End
Editorial comment : This is a re-typed copy of the orginal document (Loose Minute).
Note 1 : Important statements made in the loose minute have been highlighted in bold to
emphasise their importance and for ease of reference by readers
Note 2 : Entries made in (bold) within brackets are for clarification of the original text
End of Appendix J
Appendix K
DHS FOLLOW UP REPORT OF SERIOUS OCCURRENCE OR FAULT
ADDRESSEES
AML,HQSTC AO Eng & Supply, DHS, HQSTC Air AIRWORTHINESS REGISTER
Cdre Logs, HQSCT Gp Capt Logs 2, DDHS 3,
EIFS(RAF), Hels 2(RAF), DHP AD/HP1, HQSTC Wg YES
Cdr Logs Rotary, HQ 1 Gp SO Eng & Supp, HQ 2
Gp SO Eng & Supply
5 AIRCRAFT OR EQUIPMENT Chinook HC Mk 2 ZD576
NATURE OF OCCURRENCE OR FAULT :
EDITORIAL COMMENT
1. This is a true copy of the document presented at the Scottish Civil Accident Inquiry (FAI).
2. There were at least 2 known incidents of a balance spring mounting bracket coming loose before the crash
(including this case) and at least 3 after the crash; due to the poor bonding method used to secure components
of the flight system in the flying control closet.
End of Appendix K
Appendix L
Scottish Fatal Accident Inquiry (FAI) - Determination by Sir Stephen Young
Testimony on the Weather conditions by witness Mr Marc HOLBROOK, Yachtsman.
(Determination pages 56-58 refer)
Page 56
The last persons to get a good view of ZD576 were Mr Holbrook and his friend
Mr McLeod who were sailing in the former’s yacht off the Mull of Kintyre.
They had missed the tide to go round the Mull that evening and therefore
spent about half an hour changing sails and the like about a quarter to half
a mile due west of the lighthouse. There was cloud hugging the hillside
about the lighthouse but Mr Holbrook could see the whole of the lighthouse
itself. At about 5.30 p.m. local time they set off from the Mul1 in a south 2 / 148-9
westerly direction and soon found themselves among some fishing boats which
they had to manoeuvre around. At that stage Mr Holbrook estimated the
visibility at sea level to be "certainly in excess of three miles and
possibly five miles". Just after the end of the shipping forecast at 5.55 2 / 153
p.m. he saw ZD576 approaching from the direction of Northern Ireland. At
that stage his yacht was about two miles to the south west or south of the
lighthouse. He estimated the range of the aircraft from his yacht to be 2 / 155
about a quarter of a mile and its height above sea level about 200 to 400
feet. He estimated this height in relation to the last vertical reference
which he had had, namely the height of the lighthouse (the light of which is
299 feet above sea level). At the same time he could see the land mass of
the Mull of Kintyre. He could not see the light itself but he could see the 2 / 156
position of the lighthouse and a white wall to the south of it. He could
also see the land mass of the island of Sanda to the east. The aircraft was
in straight and level flight. He was asked about iu speed as follows: "Q.- 2 / 158-9
Can you give any impression of the speed of the aircraft in the sense of, did
it appear to be gaining speed or slowing first of all ? A.- I believe it was
in level flight and I believe the speed was constant. Again, with the
proviso that I only saw the aircraft for a few seconds and I am not an
expert in these matters, but I would have estimated its speed to be something
between 60 and 80 knots if I had to put a figure on it. Q.- I take it you
accept that that is just, as you have said very fairly, your estimate of it?
A.- Sure, but it was not moving any more rapidly.... This is the first time
I had seen a twin-rotor blade helicopter and it wasn't moving at an undue
speed relative to a Sea King which would have been engaged in looking on the
sea surface for example". Mr Holbrook saw the aircraft heading towards the 2 / 160
Mull of Kintyre peninsula. He was asked in more detail about the visibility:
Page 57
"Q.- Now, as far as visibility on the Mull of Kintyre wþas concerned at that
time, you told us you were able to make out the position of the Mull light by
first the large wall of the buildings? A.- Just. Q.- What about the Mull
itself above the lighthouse? A.- No. I recall the conditions of visibility
at sea level as being fine, perhaps as much as five miles. I think at that
point I could even see the Antrim coast so it might have been as much as six
or seven miles. In the area of the Mull there was low cloud hugging the Mull
and also the top of Sanda and I couldn't distinguish the top of the Mull.
Q.- So you have a recollection of low cloud clinging on the top of Sanda
island? A.- Yes, localised in the Kintyre Peninsula and Sanda. Q.- I don't
want to put words into your mouth, but for how long had that cloud been
clinging there? A.- That cloud had been there since... . it is difficult to
say but certainly at the time I started to observe the Mull lighthouse when I
was underneath it at 5 o'clock. There was definitely cloud cover not much
above the position of the Mull lighthouse at that time. Q.- So it certainly
was not cloud cover that suddenly appeared by the time you saw the
helicopter? A.- No, there was a ceiling of cloud so I couldn't see very much
blue sky. It was definitely overcast but the general cloud cover, as
distinct from this low cloud that was over the Mull and Sanda, I believe that
cloud cover was really quite high. I couldn't estimate its height. Q.- But
that is distinct from the cloud that is over the Mull of Kintyre and Sanda?
A.- Yes." 2 / 161-1
In cross-examination Mr Holbrook indicated that the wind had got up to about
25 to 30 knots by the time his yacht reached the lighthouse, and he
recollected that it had moved more round to the west as it had got up. Later 2 / 165
he said that it was gusting up to 35 knots. He was asked: "Q.- Then once 2 / 178
the sail change had been completed you started on your course west generally
or south? A.- South west. Q.- Were you aware of the lighthouse still being
visible? A.- Yes, I continued to be aware of the lighthouse because of the
manoeuvre we were having to do really quite rapidly to get round these boats
and there was a check in the general direction I was going in". Later he 2 / 167
volunteered: "If you are seeking to establish, do I believe the pilot could þ,
see the location of the Mull lighthouse, yes, I believe he could". He was 2 / 169
Page 58
asked again about the aircraft's speed: "Q.- Your estimate of the speed of
this helicopter, how was that done? A.- I was asked....How was that done?
Probably the only reference I have to that is helicopter activity off Troon.
The movement from moving to being stationary. Q.- So you had seen other
helicopters flying around? A.- I know what 30 knots looks like in a boat so
I would have been able to multiply that up and that is it. That is the limit
of my understanding of speed. Q.- So you think it might have been between
two or three times faster - A.- Yes it was not moving at a helluva speed.
It wasn't moving at a speed that would have caused me to remark on it in any
way all in terms of moving very rapidly from A to B and that is what caused
me to think maybe it was looking, that there was some sort of event and it
was looking for somebody. I believe the remark I made was "I wonder if he is
looking for somebody"." He was also asked about cloud levels again: "Q.- And 2 / 172-3
you could see where land is by the fact the clouds were hugging it? A.- Yes,
that is correct. Q.- You say there was also cloud generally over the sea, is
that correct? A.- There was cloud. There was general cloud cover, but, I
mean, not sunshine but sunlight was breaking through the cloud cover so it
was quite light cloud cover. It was very nearly total cover but I couldn't
estimate the height of that cover but it was high cloud. Q.- High cloud?
A.- High cloud, yes. Q.- So it was higher say than the height of the top of
the Mull for instance? A.- The general cloud cover as distinct from this low
cloud which was localised over the land mass, yes." 2 / 174
Page 59
The question also arises whether Mr Holbrook's estimate of the speed of the
aircraft at between 60 to 80 knots was correct. In light of other evidence
in the case I was at first inclined to think that he had seriously
underestimated this speed. But on reflection I am not so sure about the
matter. On the two occasions in particular on which he spoke of the
aircraft's speed he was quite emphatic that it was not moving at an undue
speed and I should have thought that, ii it had been travelling at a speed of 2 / 160
150 1þots or more (in other words, more or less double his own estimate), & 173
he might have noticed that. Besides, if the visibility was as good as he
said to this inquiry that it was, it might indeed have been expected that the
aircraft would have been reducing speed if I have understood correctly an
answer given by H towards the end of his evidence when he said: "If the
visibility was such that at two to three miles he (i.e. Mr Holbrook) could
plainly see the Mull of Kintyre or the lighthouse I would have expected the
crew to reduce speed and be below whatever the cloud base was, bearing in
mind he said he saw the aircraft at between 200 and 400 feet". Such a 14 / 2202
reduction in speed would I think have been consistent with the crew having
seen the land mass ahead and having slowed down in part because of the
decreasing visibility and in part to give them time to consider what their
next course of action should be. Clearly, if Mr Holbrook was right about the
aircraft's speed, that would raise other difficulties. For example, it may
be asked why the aircraft thereafter increased its speed again as it
approached the initial impact point and why the assistant lighthouse keeper,
Mr Murchie, did not hear any sound from the aircraft's engines or rotors
consistent with an increase in speed. It is evident too that Mr Holbrook was
mistaken about the direction of the wind when he saw the aircraft (although
he did correctly recollect its force and also the fact that his yacht would
have been beating into the wind) and so it is possible that he might have 2 / 176
been mistaken as well about the aircraft's speed. For present purposes I do
not think that it is necessary to reach a concluded view on this particular
question.
End of Appendix L
Appendix M
My first posting was to RNAS Portland for ten months I then served with 802
Squadron joining HMS Ark Royal in Perth, Australia, for approximately two and a half
years until April 1991 and was then posted to RNAS Prestwick.
I have spoken with the observer who flew on the Sea-King from HMS Gannet shortly
after the accident on 2nd June l994. He said that at the time of the search the cloud
base varied from three hundred feet right up to and including the crash site. I will
enquire of the crew as to when they were at the crash site and whether it was they
who landed on the helipad at the Mull of Kintyre lighthouse.
I am told that Mr. Murchie, one of the lighthouse keepers, came out of his house and
looked out to sea as the Chinook approached. I understand that in doing so all that
he could see was a wall of fog. It is quite conceivable that on approach to the
lighthouse the Chinook could actually see the lighthouse being the first way point and
I do not consider Mr Murchie’s evidence as to the prevailing weather conditions to be
particularly relevant as it is taken from a different perspective from that of the
approaching helicopter.
I am asked about the question of the texture of the sea surface. I note from Mr.
Holbrook’s statement that the wind was 20 knots gusting to 30 knots. That would
certainly create a texture on the surface of the sea generated by the wind in the
locality. This would almost certainly produce white caps and there would be a definite
texture on the surface of the sea. Mr. Holbrook also says that the swell was confused
and that would produce a texture on the surface. Swell is the effect: of wind at one
location observed on the surface of the sea at another. I am certain that the
combination of swell and wind would create a sea texture.
The weather conditions up and down the Mull of Kintyre can change very quickly and
I think this is borne out by much of the evidence in relation to weather which has
been given by a number of witnesses to the Board of Inquiry.
Just because the weather station at Macrihanish was reporting one type of weather
does not mean that the conditions on the Mull of Kintyre were the same and it is quite
possible that they were completely different.
The weather conditions described by Mr. Holbrook could be described as near gale
force winds and I am in no doubt that these would have produced a texture on the
surface of the sea. Mr. Holbrook also makes reference to the aircraft flying in sunlight
and in straight level flight. This to me suggests that at the time the aircraft was seen
by Mr Holbrook there could be no question of the pilots suffering from spatial
disorientation. Mr Holbrook refers to the cloud as being layered. I would agree with
this as there are no reports that there had been any rainfall at the time.
End of Appendix M
ADDENDUM 1
Addendum to the 20 April 2000 Report
NOTES RELATING TO
WEATHER AT THE TIME OF THE ACCIDENT
Prepared by
Captain Ron MACDONALD FRAeS
Retired Airline Captain and Aircraft Accident Investigator
With reference to
THE 20 APRIL 2000 REPORT
WEATHER ASPECTS
An in-depth study was made of all the available accident reports and other documents relating to the
fatal RAF Chinook Mark 2 helicopter crash on the Mull of Kintyre on 2 June 1994. The study was
carried out because it was difficult to understand why the Senior RAF Reviewing Officers ignored the
findings of the RAF’s own Board of Inquiry (BOI) and arrived at the conclusion that the pilots caused
the accident by flying into high ground through gross negligence.
The subjective views of AVM J.R DAY, (Now AM Sir John DAY) the first RAF Senior Reviewing
Officer, were seemingly based on an opinion not substantiated by facts. His superiors echoed his views
and endorsed this opinion with no evidence offered to confirm such views, when overturning the RAF
BOI findings.
At a later Civil Fatal Accidents Inquiry (FAI) in Scotland, the Sheriff was unable to agree with the
RAF’s finding showing pilot error as being the cause of the crash. Notwithstanding this FAI finding,
the RAF Senior Reviewing Officers would not change their finding of gross negligence.
Further investigation of this matter by the authors of the above captioned independent report,
established that vital information relating to Chinook HC2 engine malfunctions was knowingly kept
from the various Boards of Inquiry by the RAF and that known possible causal factors were ignored by
the RAF’s own BOI. In fact, orders were given to a serving officer (unit test pilot) not to discuss
Chinook HC2 related technical problems with any of the investigators or fellow officers. It would also
appear that the views of RAF Boscombe Down test pilots and of computer software specialists were
ignored. The aircraft was ordered into Service before faults, such as those found in the HC2 flight-
critical FADEC engine control computer software, had been satisfactorily cleared and before the
aircraft was authorised to fly in cloud in less than +4o C conditions.
Since the subject crash, new information has been obtained from other Chinook operators on technical
malfunctions that have resulted in fatal accidents or very near accidents. In at least two cases, clues as
to their cause were similar to some found on ZD576, the RAF Chinook HC2 that crashed. This means
that the accident may have been caused by factors other than flight into terrain because of pilot error as
inferred by the Senior Reviewing Officers.
In the circumstances and under the RAF’s own Rules at the time of the accident which state “ONLY IN
CASES IN WHICH THERE IS ABSOLUTELY NO DOUBT WHATSOEVER SHOULD DECEASED AIRCREW BE
FOUND NEGLIGENT”, the finding of gross negligence should be set aside, indeed unconditionally
withdrawn.
The 20 April 2000 report was prepared to bring together salient facts that emerged from the study of
available documentation relating to this crash. Factual statements are presented in the report in some
chronological and logical sequence, to build a picture that, it is hoped, allows readers to arrive at their
own conclusion(s). Answers to questions that arise from the report should be of interest.
End of Summary
20 April 2000
This addendum looks into the RAF Board of Inquiry (BOI) Report inference that poor weather
at the site of the crash was a contributory factor of the accident (Page 2-21). It also amplifies
the statement made in the 20 April 2000 report at 6.8 (e) about evidence on visibility that
should have been given more credence, as given by Mr. Mark B. HOLBROOK the yachtsman.
To better understand the weather situation around the Mull at the time of the accident, it looks
at his Fatal Accident Inquiry testimony. (FAI Determination by Sir Stephen Young, Pages 56
to 59 refer). With reference to this testimony, Sir Stephen said …“in these circumstances, I
think that the evidence which he (Mr Holbrook) gave at this inquiry should be preferred
to the statement he gave to the (RAF) Board of Inquiry” … (FAI Determination Page 58).
No evidence whatsoever was offered to the effect that the weather was not suitable for flight
under Visual Flight Rules (VFR) as planned by the pilots for an aircraft not cleared to fly in
cloud in temperatures of less than +4oC. In fact, the RAF BOI concluded that “the decision to
fly the entire sortie to Inverness as a low level flight in the forecast weather conditions
was reasonable”. (RAF BOI Report at 67 (b), Pages 2-39 and 2-40). Wing Commander A.D.
PULFORD the RAF BOI President, restated this opinion when questioned during the FAI.
Two Senior Reviewing Officers overturned the RAF BOI findings that could not apportion
blame, by claiming that the pilots broke the rules when they deliberately flew at high speed
into cloud, whilst below Minimum Safe Altitude (see 7). It is therefore necessary to address
weather conditions on the Mull of Kintyre approaches and in the immediate vicinity of the
crash, to see if the aircraft was indeed being correctly flown within VFR limits as originally
planned and intended; until it inexplicably did not turn left, at or just before Waypoint 1. The
question remains : “Why did the Chinook carry on ahead and into cloud covering the Mull just
before the crash, instead of climbing, turning back, or turning left in accordance with the flight
plan”.
Although contributory to other accidents, possible causes of the crash other than pilot
error were not considered relevant by the RAF BOI. Technical faults experienced in RAF
and other Chinook HC2 helicopters before and since the accident, include Undemanded Flight
Control Movements (UFCM) caused by electrical faults or hydraulic fluid contamination, the
danger of a controls jam through detached mounting brackets due to poor bonding, double
dash failures or loss of control due to engine runaways caused by unresolved FADEC
malfunctions. In this particular case, none of these possibilities can be proved as not
having occurred.
International Civil Aviation Organisation (ICAO) Rules state that below 3000 feet and at an
indicated airspeed of less than 140 knots, helicopters need only stay clear of cloud and in sight
of the surface to satisfy flight in VFR. UK Civil Aviation Rules are similar. However, the
RAF applies more stringent regulations to its Support Helicopter Force (SHF) operations in
the UK low flying system. RAF flight under VFR conditions requires, in addition, a minimum
cloud base of 250 feet and for crews to maintain at least 1 Km horizontal visibility, (that is
0.54 nautical miles or 0.621 statute miles) whilst in sight of the surface and clear of cloud.
3. Mr Holbrook’s evidence
Mr Marc Holbrook, a yachtsman who was sailing in Mull of Kintyre waters during the period
before and after the time of the accident, gave evidence at both the RAF Accident Board of
Inquiry (BOI) with Wing Commander A D Pulford Presiding and at the Scottish Civil Fatal
Accident Inquiry (FAI) that was chaired by the Sheriff of Strathclyde Sir Stephen Young.
Mr Holbrook was painstakingly cross-examined by the Crown during the FAI and his
statements recorded in minute detail. With reference to this testimony, at the FAI. Sheriff Sir
Stephen Young said ... “in the these circumstances, I think that the evidence which he (Mr
Holbrook) gave at this Inquiry should be preferred to the statement he gave to the (RAF)
Board of Inquiry” ... (FAI Determination Page 58).
Mr Holbrook stated in evidence at the RAF BOI (Witness 18, RAF BOI Report Part 6,
Statements, Page 6-36) that when he was sailing ½ to ¾ mile from the lighthouse from 1700 to
1730 hours LT (local time) one hour to half an hour before the crash, the visibility was 1 mile
and low cloud obscured the top of the Mull ... “following the contours of the landmass behind
and above the lighthouse which could be seen, with its white perimeter wall” ... At 1745 hours
LT (fifteen minutes before the crash), he reported that the visibility was still 1 mile. Close to
1755 hours when he saw the helicopter, he said the visibility was about 1 mile in haze.
However, when Mr Holbrook testified at the civil Scottish Fatal Accident Inquiry (FAI), he
stated that just after 5.55 pm (1755 hours LT), he was sailing some 2 miles Southwest or
South of the lighthouse when he estimated the visibility to be “certainly in excess of 3 miles
and possibly 5 miles”. That was just before the accident at approximately 1800 hours LT
(exactly 16.59:30 GMT) which occurred some 15 minutes after the visibility had been
reported as being 1 mile at the RAF BOI. At that time, Mr Holbrook saw the HC2 Chinook
clear of cloud as it passed nearby at 200 to 400 feet above the surface, at the same time as he
could also see the land mass of the Mull of Kintyre although he could not then see the light
itself, but he reported seeing ... “the position of the lighthouse and a white wall to the south
of it”.
Mr Holbrook added that at the same time, he could see the Antrim coast as well and that the
visibility could (therefore) be as much as 7 miles. The discrepancy between the evidence of
Mr. MURCHIE the lighthouse keeper who could only see 20 metres ahead at the time of the
crash and that of Mr Holbrook who was sailing in the clear about 2 miles offshore, is simply
explained. Mr Murchie was in the cloud that covered the base of the lighthouse at 250 feet
above sea level. (FAI Determination Page 60).
A Royal Navy meteorologist who was not called to testify (See this Addendum at 6 and the 20
April report at Appendix C), said in a written legal statement that the weather around the Mull
of Kintyre can change very quickly. This would account for a comparatively rapid change in
visibility to between 3 and 5 miles when the HC2 was sighted as stated in evidence at the FAI.
The wind was 20 to 30 knots, gusting 35 from the South and Southwest generally and cloud
cover was reported as generally high with sunlight breaking through. It was higher than the top
of the Mull and distinct from the low cloud localised over the landmass, hugging the Mull and
the top of Sanda (island). (FAI Determination Pages 57 & 58).
Holbrook estimated the speed of the aircraft as close to that of a Sea King helicopter on a
search, probably between 60 and 80 knots. It is known that the average airspeed between
leaving the zone boundary at Belfast and the first waypoint change was 128 knots IAS, as
calculated by Sir Stephen Young (FAI Day 18 Record, Page 2723 at E). The President of the
RAF BOI accorded with the Sheriff’s logical speed determination, when cross-examined
at the FAI.
In view of the available evidence, it must be accepted that the pilots were operating within
RAF helicopter VFR limits when the HC2 that was seen by Mr Holbrook, passed nearly
overhead as he was sailing some 2 miles South or Southwest of the Mull of Kintyre
lighthouse. The HC2 was seemingly correctly flown at less than 140 knots IAS, in more than
1km (0.54 nautical miles or 0.621 statute miles) horizontal visibility, in sight of the surface, at
a height of between 200 and 400 feet and clear of the cloud which was higher than that
covering the base of the lighthouse at 250 feet.
The RAF BOI opinion that the weather over the Mull landmass was a contributory factor in the
accident is questionable because the poor visibility due to cloud over land was not that
experienced on the HC2’s actual flight path to Waypoint 1, as witnessed. It was also unlikely
to have been limiting over the sea thereafter, whilst circumnavigating the Mull as planned.
All one can say is that the weather may have had an INDIRECT effect because it forced the
flight to be planned as a low level VFR operation, to stay clear of cloud in less than +4o C. If
weather conditions been better, overflight of the Mull area would have been possible at or
above the Minimum Safe Altitude of 5900 feet, where any untoward malfunction causing loss
of control might not have had the disastrous effect of flight into terrain.
It may be useful to describe the type of cloud that is likely to have covered the upper reaches
of the Mull of Kintyre on 2 June 1994, yet allowing the lower parts of the cliff faces to remain
visible from offshore points all round the Lighthouse, at sea level or above. A short descriptive
of fog and cloud formation follows, to help clarify existing conditions over the lighthouse and
around the Mull generally that day, as reported by witnesses.
4.1 Fog
Fog is defined as visibility of less than 1000 metres due to solid particles or water droplets
suspended in the atmosphere. Fog generally consists of water particles condensed due to
cooling, on tiny nuclei of dust, smoke or salt particles. Dust or smoke fogs occur in desert
areas or manufacturing cities. The formation of an ordinary fog (water particles) depends on :
d. The temperature at which the existing amount of water vapour in the air will cause it
to become saturated and at which this vapour will therefore tend to condense into solid
water particles. This temperature is called the Dew Point; and
e. The cause of the air becoming cooled. This varies and the result is different kinds of
fog, such as Radiation fog, Valley fog, Sea fog, Land fog, Advection fog and/or High
Ground fog.
HIGH GROUND FOG is caused merely by existing clouds being blown over high ground, or
through moist air being cooled dynamically by being forced upwards over cliffs or hills
(known as orographic cloud). It is believed that a form of this latter condition was the situation
around the Mull of Kintyre area on 2 June 1994.
4.2 Cloud
Clouds are the same as fog but differ in that they are above ground level and that sometimes
they consist of ice, snow or sleet, instead of water particles. They are made of water particles
condensed due to cooling into visible droplets, generally formed by moist air being cooled
below its Dew Point by rising. The height at which the Dew Point is reached is called the
Saturation level. Air rises if it is warmer than the surrounding environment or if it is pushed
upwards orographically, that is by the terrain over which it moves (wind). Cloud is then
formed where the mass of air reaches the saturation level (condensation height) as its moisture
content turns into visible water droplets.
Although the lighthouse keeper could hardly see ahead because he was standing in cloud, this
does not mean that the pilots were not flying clear of cloud and in sight of the Mull as they
approached their first Waypoint from the Southwest.
SEA
Illustration B : Mountain peak in cloud – lower reaches visible in otherwise clear skies
On 2 June 1994, a broadly South to Southwesterly 20 to 30 knot wind was blowing over the
sea towards the Mull of Kintyre. Localised low cloud hugged the Kintyre peninsula and the
top of Sanda Island. Layered cloud covered 80% of the sky. The general cloud cover, as
distinct from the cloud that was localised over the landmass, was much higher than the cloud
covering the Mull lighthouse (FAI Determination, Pages 57 & 58).
There was more low cloud over the land than over the sea because the moist air mass (wind)
having travelled over the cold sea, was being forced uphill in the Mull of Kintyre area due to
the rising terrain from the shoreline and around the base of the lighthouse. The very moist
rising air (wind) condensed into cloud at a lower level than other cloud formations, enveloping
the lighthouse whilst allowing the lower reaches of the Mull to remain visible from off-shore.
On the subject of visibility, Mr Holbrook said that he could see the Mull from his boat at the
same time as he saw the Chinook passing low overhead, when he gave evidence at the Scottish
Fatal Accident Inquiry (FAI). He estimated his range from the cloud covered lighthouse to be
about 2 miles Southwest or South and the visibility at sea level to be in excess of 3 miles and
possibly 5 miles (FAI determination pages 56 to 59 refer). For the same period, the lighthouse
keeper stated that at the time of the crash a few minutes later, he could only see 20 metres
ahead when standing near the lighthouse. That is understandable as he was in the cloud.
As noted in Section 4 of the 20 April 2000 report (referred to as the Macdonald report by the
media), the Chinook HC2 was not cleared to fly in icing conditions. In consequence, the flight
of the aircraft that was seen by Mr Holbrook, had been planned along an approved visual low-
level route at 500 feet (reducing to 200 feet over the sea) to stay clear of cloud and in sight of
the surface, in at least 1 km (0.54 nautical miles or 0.621 statute miles) of forward visibility.
(Military VFR Rules for helicopters).
After the first ‘waypoint’ Southeast of the Mull lighthouse, the VFR flight plan would have
taken the HC2 over the water and along the Western edge of the Mull peninsula to remain in
visual contact with the beach on the right hand side of the helicopter, up to the next visual
turning point. (See 20 April 2000 report at 4.3(b) & 4.4 (b)).
To reiterate - the opinion that the weather over the Mull landmass was a contributory
factor in the accident (BOI Report # 42, Page 2-21) is questionable because the poor
visibility due to cloud over land was not that experienced on the HC2’s actual flight path
to Waypoint 1 as witnessed; and it was unlikely that it would have been limiting over the
sea whilst circumnavigating the Mull as planned.
In a precognition made at the request of the Tapper family in November 1995 prior to the FAI,
Lt Philip AVERY RN, a weather forecaster who was serving at HMS Gannet (Prestwick) at
the time, agreed with Mr Holbrook’s RAF BOI evidence that there was layered cloud in the
Mull area as there are no reports of rainfall at the time. (RAF BOI Report Page 6-37 said 80%
cover). He also believed that there was a visible sea texture in the reported wind conditions.
That the helicopter was in stable level flight over a visible sea texture suggested to Lt Avery
that at the time the aircraft was seen by Mr Holbrook, there could be no question of Spatial
Disorientation as a contributory factor, as suggested by the RAF BOI Report, #39, Page 2-19).
Lt Avery remarked that the helicopter had been seen in level flight in sunlight, so it was
conceivable that the pilots could see the lighthouse (area) when Mr Murchie, the lighthouse
keeper, could not see further than 20 metres ahead. He said that Mr Murchie’s evidence as to
the prevailing weather conditions was not particularly relevant as it was taken from a different
perspective from that of the approaching helicopter (reportedly in a visibility of 3 to 5 miles).
Lt Avery remarked that weather around the Mull of Kintyre could change very quickly, as
evidenced by differences in the statements of some witnesses. In his precognition, Lt. Avery
said “Just because the weather station at Macrihanish was reporting one type of weather does
not mean that the conditions on the Mull of Kintyre were the same and it is quite possible that
they were completely different”.
7.1 Two Senior Reviewing Officers based their conclusions of gross negligence on the assumption
that the pilots flew on towards the Mull lighthouse when Waypoint 2 was selected just before
Waypoint 1, whilst in cloud and in contravention of VFR limitations. They over-ruled (without
offering any proof) the RAF’s own BOI report conclusions, which could not apportion blame
on the available evidence. The Senior Reviewing Officers statements were as follows :
7.1.1 AVM John R. DAY , Air Officer Commanding No.1 Group (Now Air Marshal Sir John Day)
(RAF BOI Report, Part 4, Page 4-2)
“He (Flt Lt Tapper) allowed his aircraft to proceed at both high speed and low level directly
towards the Mull. He also contravened the strict rules of flight under either Visual Flight Rules
or Instrument Flight Rules, I am forced to conclude that Flt Lt Tapper was negligent to a gross
degree”… and …“He (Flt Lt Cook) continued to fly the aircraft directly at the Mull at high
speed, at low level and in poor visibility. I therefore cannot avoid the conclusion that Flt Lt
Cook was also negligent to a gross degree” ... and ... “It is incomprehensible why two trusted,
experienced and skilled pilots should, as indicated by all the available evidence, have flown a
serviceable aircraft into cloud-covered high ground”.
The use of the word serviceable is open to question. The Air Accident Investigation Board was
unable to establish the pre impact serviceability of the aircraft (AAIB Report - 10 Conclusions
#52, Page 65). Also Boscombe Down test pilots stopped flying the HC2 until a number of
unresolved technical problems were cleared, including ongoing FADEC faults. It must be
noted that in spite of Boscombe Down reservations, squadron pilots were ordered to continue
to fly the Chinook HC2 with, seemingly, no restriction on the carriage of passengers.
“Without the irrefutable evidence which is provided by an ADR and a CVR, there is inevitably
a degree of speculation as to the precise detail of the sequence of events in the minutes and
seconds immediately prior to impact” ... and ... “Lamentably, all the evidence points towards
them (the pilots) having ignored one of the most basic tenets of airmanship, which is never to
attempt to fly visually below Safety Altitude unless weather conditions are unambiguously
suitable for operating under Visual Flight Rules.” ...and ...“I therefore agree with the AOC
summary, in particular that the actions of the two pilots were the direct cause of the crash. I
also conclude that this amounted to gross negligence”.
“The (Reviewing) Officers involved were left in no doubt that aircrew negligence was the
cause of the crash. This is a conclusion that I fully support”.
7.2 Some time later (in the years 1999 and 2000) when the verdict of gross negligence was still
being questioned in aviation circles outside the military because of its apparent unfairness, Sir
William WRATTEN reiterated his contention that the pilots were grossly negligent, in various
statements and letters to the Press and Aviation Media.
This opinion was based on the view that AVM Day was correct when coming to the
conclusion that pilot error had caused the crash. AVM Day’s (subjective) opinion was not
based on objective evidence. Yet, he believed in all good faith that ...“when the aircraft
crashed it was flying at high speed, well below safety altitude, in cloud, in Instrument
Meteorological Conditions and in direct contravention of the rules for flight under either
Visual Flight Rules (VFR) or Instrument Flight Rules (IFR).” ... hence the accusation of
Gross Negligence but without irrefutable proof. It could therefore be argued that
a. On the available evidence, the aircraft was unlikely to be flying at the high speed
suggested by the reviewing officers other than for an unknown reason immediately
before the crash. All we know is that the average airspeed between the zone boundary
and the first waypoint change was 128 knots.
b. Area and local Minimum Safe Altitudes (MSA) which were noted on the
topographical map at the flight planning stage of the flight, were not a factor as
claimed because the HC2 was flown under helicopter VFR rules, in sight of the
surface and clear of cloud.
c. The helicopter was flying outside cloud at all times, except for immediately before the
crash. That the aircraft entered cloud as it did has yet to be explained and must remain
an imponderable. If doubts arise as to the cause of the crash, then the benefit of that
doubt MUST be given to the deceased pilots and the accusation of gross negligence
set aside, indeed withdrawn.
8. To conclude
8.1 It must be reiterated that what has never been ascertained is why the HC2 continued
towards cloud covered land when a turn to the left was required by Waypoint 1, to
carry on flying in VFR conditions. It is inconceivable that the pilots were not aware of
their position or of the close proximity of cloud covered terrain; or of the need to stay
clear of cloud which was above their VFR flight path and covering the lighthouse
area. The whole conduct of the flight, from the flight planning stage onwards,
accepted that the flight could only be operated in VFR, so there can be no question
that the pilots were not aware of the need to remain off-shore, when near the Mull.
This paper, as an addendum to the main report, focuses on the prevailing weather over the sea,
in the area around the Mull land mass near the crash, to confirm the correctness of the pilots’
decision to fly the operation at low level, in VFR conditions, on an approved route and as they
were trained to do. It would seem that the RAF BOI painted a different picture of the weather
to that which emerged from witness statements both at the BOI and at the subsequent FAI.
8.2 The opinions upon which the accusation of guilt was placed on the pilots cannot be left
unchallenged. Neither can the speculative views of the BOI and the Reviewing Officers on
weather and aircraft speed that do not tally with witness statements. In particular, AM Wratten
did not deny his published admission that …“Without the irrefutable evidence which is
provided by an ADR and a CVR, there is inevitably a degree of speculation as to the precise
detail of the sequence of events in the minutes and seconds immediately prior to impact”…
These words alone introduce speculation on the cause of the accident, so making the
accusation of pilot error unsafe.
8.3 There will always also be a doubt that “outside pressures” might have been a factor in
the decision to fly as ordered and take the passengers to their destination with as little
delay as possible. The alternative to a low level, below cloud, VFR flight was to
cancel the trip since flight in IFR and icing was precluded. A further option would
have been to consider making use of another, possibly fixed wing, aircraft with no
such limitations.
The weather on 4 June 1994 was not addressed in sufficient depth nor given sufficient
importance at the time of the accident inquiries or thereafter, hence this paper. The
corroborative evidence of Lt. Avery RN regarding Mr Holbrook’s statements on the
prevailing weather and visibility could be construed to be new evidence which has not
been formally presented before now. It was given as a precognition prior to the FAI but,
in the event, Lt Avery was not called to testify so his professional opinion was not heard.
In consequence of all of the above, THE CONTENTS AND CONCLUSIONS IN THE MAIN BODY
OF THE REPORT REMAIN UNCHANGED, AS DO THE QUESTIONS THAT ARISE THEREFROM.
A. Digest of testimonies by Mr Mark Holbrook the yachtsman, as given in evidence at the RAF
accident Board of Inquiry (President Wing Commander A D PULFORD) and at the Scottish
Fatal Accident Inquiry (Sheriff of Strathclyde, Sir Stephen YOUNG).
Mr Holbrook was painstakingly cross-examined by the Crown during the FAI and his
statements recorded in minute detail. With reference to this testimony at the FAI, Sheriff Sir
Stephen Young said …“in these circumstances, I think that the evidence which he (Mr
Holbrook) gave at this inquiry should be preferred to the statement he gave to the (RAF)
Board of Inquiry” … (FAI Determination Page 58).
Mr Holbrook’s evidence
Mr Holbrook the yachtsman stated in evidence at the RAF BOI (Witness 18, RAF BOI Report Part 6,
Statements, Pages 6-36 and 37) that when he was sailing ½ to ¾ mile from the lighthouse from 1700 to
1730 hours LT (local time), from one hour to half an hour before the crash, the visibility was 1 mile
and low cloud obscured the top of the Mull ... “following the contours of the landmass behind and
above the lighthouse which could be seen, with its white perimeter wall” ... At 1745 hours LT (fifteen
minutes before the crash), he reported that the visibility was still 1 mile. He then went on to say that
when he saw the helicopter near 1755 hours LT ... “the visibility was about 1 mile in haze”.
However, when Mr Holbrook testified at the civil Scottish Fatal Accident Inquiry (FAI), he said that
just after the end of the (BBC) shipping forecast at 5.55 pm (1755 hours LT), he was sailing some 2
miles Southwest or South of the lighthouse when he estimated the visibility to be “certainly in excess
of 3 miles and possibly 5 miles”. At about that time the yachtsman saw the approaching Chinook,
clear of cloud as it passed nearby at 200 to 400 feet above the surface, at the same time as he could
also see the land mass of the Mull of Kintyre although he could not then see the light itself, but he
reported seeing … “the position of the lighthouse and a white wall to the south of it”. The accident
occurred at about 1800 hours LT (exactly 16.59:30 GMT), 15 minutes after he had mentioned a 1 mile
visibility during the RAF BOI, whilst he was ½ to ¾ miles from the lighthouse.
Mr Holbrook added that at that time (1755), he could also see the Antrim coast and that the visibility
could (therefore) be as much as 7 miles. The discrepancy between the evidence of Mr. MURCHIE the
lighthouse keeper who could only see 20 metres ahead at the time of the crash and that of Mr Holbrook
who was sailing in the clear about 2 miles offshore, is simply explained. Mr Murchie was in the cloud
that covered the base of the lighthouse at 250 feet above sea level. (FAI Determination on Page 60).
A Royal Navy meteorologist who was not called to testify (See the Addendum at 6 and the main report
at Appendix C), said in a written legal statement that the weather around the Mull of Kintyre can
change very quickly. This would account for a comparatively rapid change in visibility to between 3
and 5 miles when the HC2 was sighted as stated in evidence at the FAI.
Cloud cover was reported as generally high with sunlight breaking through. It was higher than the top
of the Mull and distinct from the low cloud localised over the land mass, hugging the Mull and the top
of Sanda (island). (FAI Determination Pages 57 & 58).
Mr Holbrook estimated the speed of the aircraft as close to that of a Sea King helicopter on a search,
probably between 60 and 80 knots. It is known that the average airspeed between leaving the zone
boundary at Belfast and the first waypoint change was 128 knots IAS, as calculated by Sir Stephen
Young (FAI Day 18 Record, Page 2723 at E). The President of the RAF BOI accorded with the
Sheriff’s logical speed determination, when cross-examined at the FAI. The wind was 20 to 30
knots, gusting 35, from the South and Southwest generally.
In view of the available evidence, it must be accepted that the pilots were operating within RAF
helicopter VFR limits when the HC2 that was seen by Mr Holbrook, passed nearly overhead as he was
sailing some 2 miles South or Southwest of the Mull of Kintyre lighthouse. The HC2 was seemingly
correctly flown at less than 140 knots IAS, in more than 1km (0.54 nautical miles or 0.621 statute
miles) horizontal visibility, in sight of the surface, at a height of between 200 and 400 feet and clear of
the cloud which was higher than that covering the base of the lighthouse at 250 feet.
The RAF BOI opinion that the weather over the Mull landmass was a contributory factor in the
accident is questionable because the poor visibility due to cloud over land was not that experienced on
the HC2’s actual flight path to Waypoint 1, as witnessed. It was also unlikely to have been limiting
over the sea thereafter, whilst circumnavigating the Mull as planned.
All one can say is that the weather may have had an INDIRECT effect because it forced the flight to be
planned as a low level VFR operation, to stay clear of cloud in less than +4o C. If weather conditions
had been better than forecast, overflight of the Mull area would have been possible at or above the
Minimum Safe Altitude of 5900 feet, where any untoward malfunction causing loss of control might
not have had the disastrous effect of flight into terrain.
Mr Holbrook’s testimony at the FAI can be described as evidence complementary to that given
at the RAF BOI and should be acknowledged as such in any review of the events.
Example of Mull cloud cover such as could have occurred on the day of the accident as seen
from the Mull’s North Western approaches
ADDENDUM 2
Second Addendum to the 2 September 2000 Report
NOTES RELATING TO
ELECTROMAGNETIC INTERFERENCE
EMI
CONSIDERATION OF
ADDITIONAL POSSIBLE CAUSAL FACTORS
PREPARED BY
CONTENTS
1. Executive summary
2. Rationale
3. Interference from portable devices
4. Mobile telephones
5. Location of interference sensitive electronic components on raf hc2 helicopters
6. Chafed wiring looms
7. HF radio causing interference on hc2 helicopters
8. HC2 helicopter FADEC faults and failures
9. Operational use of HF radios on RAF Chinook HC2 helicopters
10. Use of portable telephones within range of interference sensitive electronic components
11. Other possible sources of EMI that may have caused a loss of control
12. Questions arising
13. Conclusions
ABBREVIATIONS
ADF Automatic Direction Finder Equipment (Gives relative bearing of station tuned)
AFCS Automatic Flight Control System
BOI Board of Inquiry (RAF)
CAA Civil Aviation Authority of the United Kingdom
DASH Differential Air-Speed Hold
DECU Digital Electronic Control Unit (of the FADEC System)
EM Electro-Magnetic
EMI Electro-Magnetic Interference
FADEC Full Authority Digital Electronic (Engine) Control System
GPS Global Positioning System; geostationary satellite based high accuracy navigation system
HC1 RAF Chinook twin rotor helicopter – Mark 1
HC2 RAF CHINOOK twin rotor helicopter upgrade from Mark 1 (HC1) standard
HF High Frequency radio communications band: 3 to 30 MHz range
HZ Radio frequency measurement (1 Hz = 1 cycle per second)
IFF Identification Friend or Foe; transponder interrogator to establish aircraft ‘friendly’ identity
IR Infra Red
IRCM Infra Red Countermeasures (jamming) system; IR defensive equipment to protect aircraft from heat
seeking weapons
KHZ Kilo Hertz; (same as Kilocycles); radio frequency measurement (Hz x 1000)
MHZ Mega Hertz; (same as Megacycles); radio frequency measurement (KHz x 1000)
MOD Ministry of Defence (UK)
MOR Mandatory Occurrence Report; CAA technical and operational faults reporting SYSTEM
PED Personal Electronic Device; laptop computers, mobile telephones, electronic games, CD players etc.,
RA Radar Altimeter; or Radio Altitude
RAF Royal Air Force
RF Radio Frequency
RN Royal Navy
SSB Single Side Band; HF radio transmission supplementary characteristic
SSR Secondary Surveillance Radar
TETRA Terrestrial Trunked Radio; a powerful digital long range ‘secure’ mobile telephone radio network used
by public safety and emergency organisations among others who require the increased functionality of
TETRA technology over that available to GSM mobile cellular telephone users
UK United Kingdom
VHF Very High Frequency radio communications band: 30 to 300MHz range
VLF Very Low Frequency radio communications band: 3 to30 KHz range
UFCM Undemanded Flying Control Movement
UHF Ultra High Frequency radio communications band: 300 to 3000 MHz range
1. Executive Summary
Radio and electronic equipment, in particular portable telephones, can produce interference that exceeds
demonstrated shielding protection for certain aircraft equipment. Such interference could affect vital
aircraft electronic components, which on the Chinook HC2 include the Automatic Flight Control System
(AFCS) with its Differential Air-speed Hold (DASH) capability or the Engine Full Authority Digital
Electronic Control System (FADEC) Digital Electronic Control Units (DECUs).
It is in this context that it was felt necessary to address the potential for interference which may have
affected some or all of the above mentioned systems, possibly caused by a radio transmission or the use
of a mobile telephone at about the time of the accident. The possibility that Electro Magnetic Interference
(EMI) could have affected the operation of the AFCS or an engine FADEC system is additional and
complementary to the points raised as possible causes of the accident, as discussed in the body of the
main 20 April 2000 report. Weather aspects were discussed in a first addendum dated 20 August 2000.
Any such interference to the AFCS could have caused an Undemanded Flying Control Movement
(UFCM) such as a DASH runaway while an EMI induced FADEC malfunction could have resulted in an
engine runaway (up) condition leading to a rotor overspeed and possible separation, unless immediate
corrective action was taken by the pilot(s).
The possibility that a mobile telephone call may have been made or received by a passenger in
Chinook ZD 576 at about the time of the accident, which occurred at 16:59:30 GMT, was not fully
investigated. Such a call could have adversely affected electronic equipment on board, as established by
research undertaken by the UK Civil Aviation Authority (Report published 2 May 2000 at Appendix 3
refers). This research is relevant and may be taken as new evidence in support of possible loss of
control due to UFCM and DASH or FADEC failures that should be investigated in a new inquiry
into the true cause of this crash. Were any modifications necessary after the helicopter was subjected
to a vehicle interference test at Boscombe Down using the Radio Environmental Generator (REG )
during the MOD release trials in 1994 ?
2. Rationale
This paper looks into the known effects of Electro-Magnetic Interference on aircraft avionics and
electronic equipment, such as on-board computers that control engine operations, navigation equipment
or flight control movement and whether EMI may have been a causal factor in the malfunction of a
Chinook Mark 2 FADEC DECU or the AFCS, with a consequential loss of control.
Radio and other electronic devices produce a surrounding field of electro-magnetic (EM) radiated power
during their operation. The strength of interference generated by a particular item of equipment, and the
radius of the field of radiated EM power produced, varies in direct proportion to the amount of power
used during its operation. As the size of such a radiated field varies, the distance at which poorly shielded
radio/electronic equipment may be affected will also vary. The area within which susceptible equipment
could be affected is proportional to the power emission that induces the radiation. In turn, that range may
be further increased by radiated EM waves bouncing off surfaces around the operating environment, or
enhanced by a number of such devices being used simultaneously.
EMI is produced in greater or lesser amounts by various types of radio transmission such as on-board HF
radio, or outside, fixed, ground located television transmitters, large radar dishes used for satellite
surveillance or space communications, radio and telephone communications relay stations or
broadcasting aerial arrays and the like. It is therefore necessary to address the possibility of EMI induced
malfunctions from whatever source as a possible causal factor in this accident. These aspects were not all
fully addressed in depth by any of the reports on this accident.
Watches and calculators that use liquid crystal displays, and other low powered items like pacemakers,
usually generate negligible interference. However, radio interference of a level sufficient to conflict with
sensitive aircraft systems several feet away is known to be generated by much of the following:
In large aircraft, separation of passengers from sensitive aircraft equipment is usually effective to avoid
interference. However, in terms of the separation of passengers and electronic equipment in smaller
aircraft such as the Chinook, on flight decks, and where equipment is in use which produces exceptional
levels of interference, some aircraft electronic systems may become affected. In fact, airline pilots
reporting cases of mobile telephone interference with various aircraft systems have filed many
Mandatory Occurrence Reports (MOR) over the years. The problem seems to be almost entirely random
and therefore difficult to quantify and pin down, hence further research being undertaken by the CAA.
Radiated power electro-magnetic fields that may cause interference with other items of equipment are not
only produced by the items listed above, they are also produced during certain aircraft radio broadcast
transmissions such as HF radio and extra ‘role equipment’ fitted to satisfy operational requirements.
Automatic Direction Finding receivers are probably more susceptible to such interference than other
aircraft equipment. Yet it has also been known for autopilots and inertial navigation systems (INS) on
large aircraft, such as a B747, to be affected by EMI from laptop computers or video cameras in use near
the malfunctioning equipment stowage location.
EMI can also be produced by land based sources located within EMI range of the aircraft, such as
operating radar dishes, large radio telescopes and terrestrial mobile communications relay stations. This
radiated power is known to cause interference to electronic equipment close-by, so special shielding is
provided for most aircraft-carried equipment and wiring systems, to minimise such interference and its
effects. However, the shielding is not always as effective as it should theoretically be and more positive
steps for avoiding interference may be necessary where known circumstances cause degraded operation
of other essential systems on board. Transient system faults may be caused by random EMI patterns that
cannot be reproduced after the event because the offending environmental situation is no longer present.
4. Mobile telephones
Mobile telephones are now in common use in everyday life throughout the world. These telephones are
available in a variety of sizes and even the smaller units contain a relatively powerful transmitter to carry
the voice signal from the handset to the nearest base station. Portable telephones periodically transmit,
even in the “standby” mode. The transmitted signal can be up to ten times stronger than the GPS satellite
navigation signal received on board the aircraft. There is therefore an obvious potential for interference.
The techniques adopted for portable telephone communications were designed and engineered for use on
the ground. Any attempted use in flight causes disruption and degradation of the cellular system or the
disconnection of other users. In addition, such transmissions, as mentioned, may cause interference with
the aircraft’s own systems, with an adverse effect on safety, in contravention of legal requirements in
respect of aircraft certification. Such use also contravenes the conditions of the telephone user’s licence
and instructions now issued with each mobile telephone state that they must be switched off on board
aircraft, during refuelling of cars and in hospitals, due to the potential for interference.
Guidance widely circulated by civil aviation authorities demands that all portable telephones are
switched off prior to aircraft engines start on departure and that they remain switched off until the
engines are stopped on arrival. Civil operators ensure that check-in and ground handling staff, as well as
flight and cabin aircrew, are aware of this restriction and that passengers are briefed accordingly.
The two Digital Electronic Control Units (DECU) of the Full Authority Digital Electronic (Engine)
Control system (FADEC) are mounted on vibration isolators, in the fuselage and within the aft cabin. The
left DECU at station 380 and the right one at station 400 (Appendix 1, Fig 4) are fixed to the upper cabin
walls above seating level and are within possible range of an EMI field generated by the HF Radio or
from a mobile telephone used in the cabin. A DECU could be as near as 24 inches to a mobile phone in
use by the nearest seated passenger and even closer if the caller was standing. (Appendix 1, Fig 4 & 5).
The HC2 Electronic Compartment Communications Installation rack (known as the ‘electronics broom
cupboard’) is located at the front of the Chinook’s cabin, on the left-hand side and immediately behind
the left pilot seat. Equipment boxes are installed on shelves that are reached from the cabin side of the
rack. Items located on its shelves include component parts of the VHF and UHF transmitter/receivers
systems, a Transponder Identification Friend or Foe (IFF/SSR) interrogator unit, an Auto Direction
Finding (ADF) receiver, a radar altimeter (RA) receiver/transmitter and interrelated HF radio component
units. Other specialist equipment is also stowed here (Appendix 1, Fig 1).
a. HF Radio
HF Radio Single Side Band (SSB) Transmitter/Receiver aerials run along the outside left hand side
of the fuselage (Appendix 1 Fig 3) and are linked to component units that are mounted on the fourth
shelf from the bottom of the electronic broom cupboard. These include the HF AC power-filter, the
HF/SSB aerial tuning unit, the HF power amplifier, the HF power supply and the HF/SSB receiver.
The two AFCS computers are mounted in the same cupboard, on the shelf immediately below the HF
system component units (Appendix 1, Fig 1). They are within inches of HF radio component parts
that would produce a strong electro-magnetic field when in use, hence possible EMI. Because of the
location of the AFCS computers and their suspect level of effective shielding, AFCS computers
could be affected by EMI caused by the HF radio when in use, for example when tuning a frequency
or during a transmission. Since the AFCS units are also not very far from adjoining seats, they could
theoretically suffer from mobile telephone induced EMI either from a set left in ‘standby’ mode or
during a call and from the TETRA system which is used for secure communications. TETRA
handsets are at least three times more powerful than more common GSM units, hence their stronger
EMI potential. Mobile telephones used further aft in the cabin may still be within EMI range of the
AFCS boxes, depending upon the power of the handset EMI field and/or any signals bounced from
wall to wall inside the cabin, from a switched-on mobile whether in use or not.
Chafed cable shielding is a good EMI point of entry. Chafed wires have often been found in cabling that
emerges from the electronic ‘broom cupboard’ of Chinook helicopters, where wires rub against metal
behind the outboard area of the rack. All Chinooks, including refurbished HC2 variants with only few
flying hours, seem prone to this loom-wire chafing and short-circuiting known to have affected the
AFCS. Chafed wires affecting the AFCS have been found behind the left corner of the third shelf down,
in the electronics broom cupboard. There, wires are routed rearwards along the inner fuselage surface
after a right angle bend where damage occurs when shelf-mountings break because of severe vibration.
This causes the chafing when wires are then free to rub against close metal surfaces.
In the first week of December 1993 and after unexplained yaw problems in flight at 140 knots, Boscombe
Down test pilots suspended flying their HC2 to investigate the problem. Vibrating air pressure tubing that
was badly clamped to the electric wire loom behind the radios cupboard reportedly caused the problem in
this case. This was the new HC2’s first of at least three ‘groundings’ in the six months before the
accident, during its technically protracted entry into Service.
HF transmissions have been known to affect auto pilot operations on the HC2, because the AFCS
computer boxes are installed immediately underneath the HF radio system HF tuner units, exciter coils
and power supplies. These produce varying amounts of EMI, sometimes seemingly through ill-fitted lids.
During air tests flown in accordance with the published Air Test Schedule to clear the helicopter for
routine flight operations, some undemanded collective pitch control lever movements were experienced
when the AFCS autopilot Barometric Altimeter (Bar-Alt) Altitude Hold was engaged, particularly during
HF transmissions in the 3 to 15 Megacycles band. Consequently, HF Radio induced EMI must be
recognised as a major possible source of undemanded flying control movements (UFCM) from
AFCS sources.
In the early years of Chinook HC2 service flying, some intermittent failures of the FADEC system were
traced to faulty multi-point connectors into the DECU units which were found to have come loose. A
loose connector facilitates the entry of EMI by uncovering its plug-pins, which are then no longer
properly shielded. Because of this tendency to vibrate loose, a crewmember was expected to check-
tighten these connectors every 15 to 30 minutes whilst in flight. Clearly, check-tightening the connectors
was a task for one of the two loadmasters. Squadron orders to that effect were published. Among other
possible malfunctions, a poorly shielded DECU subjected to EMI could have caused an engine runaway
with the dangerous consequence of a rotor overspeed and possible catastrophic separation. The code E5
fault found in the FADEC system memory after the crash pointed to the possibility of such an event.
As long ago as 1984, concern was raised within the RAF about the reliability of the radio frequency filter
pin connectors introduced in the Chinook. The change was made to prevent RF transmissions causing
UFCM. Such pin connectors are still widely used in the RAF and have caused many problems through
capacitor failures and earth faults that still cannot be detected with existing test rigs. Hard-wired aircraft,
such as the Chinook, are more prone to EMI than aircraft with a ‘Databus’ cabling system like the B.757
where Automatic Flight Control cables are also run in metal tube sheaths for better shielding.
It would seem that EMI factors were not addressed in sufficient depth by any of the two formal
investigations following the crash. In the light of improved knowledge gained from research, EMI can
now be described as providing additional evidence of possible accident causes.
At the time of the accident HF radio calls to RAF Strike Command were routinely made every 30
minutes to indicate an “operations normal” situation. In addition, when on missions involving transits
from sea to land, a call was made to indicate that the helicopter was “coasting inbound”. Some crews also
made a “coasting outbound” call when crossing a coast to fly over the sea. All these HF radio calls,
which may have involved tuning the necessary frequency, were obvious sources of EMI that had been
known to affect the adjacently mounted AFCS computer boxes.
In view of the known occurrence of interference between HF radio boxes and the AFCS computers
mounted immediately below the HF units, any HF radio calls made near the time of the accident
might have produced EMI induced UFCM or they might have affected the operation of one or
more FADEC systems via the cabin wall mounted DECU boxes.
After a 1642 GMT lift-off, ZD 576 made a call at 1646 GMT on HF 4722 KHz, to establish contact with 81
SU (Strike Command Integrated Communications System) Tactical Systems Control South (STICS) and
request a ‘listening watch’. No other HF call was reportedly made but it does not rule out the possibility
that the crew re-tuned the HF set for some reason, in readiness for their first ‘operations normal’ call.
It is known that soon after the accident, a senior member of the UK CAA Policy Section contacted the
RAF BOI president, Wing Commander Pulford, to point out the increasing number of incidents being
reported in commercial aviation and to discuss the question of mobile telephone-induced interference and
their possible effect on aircraft avionics, as known at the time. Following a significant number of
interference problems world-wide and research to date, it is now suggested that a call from a mobile
telephone whilst airborne, particularly if connected to the TETRA system, could have adversely affected
the correct operation of one or more of the electronic systems on board ZD 576. Notwithstanding CAA’s
experience in this matter since early 1991, the possible effect of such a call was discounted by the RAF
BOI President who stated that only one mobile telephone could have had any effect, but did not elaborate
the point. However, it is understood that immediately after the crash, security personnel who visited the
site of the accident gathered some 17 mobile telephones and took them away for storage. Nothing more
was heard of these mobile handsets. Were any of them on stand-by or in use ?
Whatever the RAF and MOD positions are in this matter, it is widely believed that a call was indeed
made or received by one of the passengers on the RAF HC2 helicopter ZD 576, close to the time of
the accident. The record does not establish if the matter was at any time thoroughly investigated by the
RAF, which is not really surprising in the light of current knowledge at that time. If such a mobile call
was made, it is not improbable that the EMI it generated could have affected a DECU mounted on the aft
cabin walls, particularly if its multi-point connector had vibrated loose. The result might then be a
FADEC caused engine ‘runaway up’ leading to a rotor overspeed which would have initiated an increase
in collective pitch by the pilots, an uncommanded climb and would have demanded the full attention and
efforts of the crew at a crucial moment in the flight. Similarly, a mobile telephone call made from a seat
nearer the front of the helicopter’s cabin may have caused the rack mounted AFCS computers to
malfunction, causing an UFCM that was unrecoverable in the time available.
11. Other possible sources of EMI that may have caused a loss of control
Further to outside sources discussed earlier, it is important also to consider alternative causes of possible
EMI that may have adversely affected the HC2 flying controls or its engine fuel metering devices.
An incident of interference with the flying controls in Northern Ireland when the IRCM jamming
system was switched on is well documented in the MOD. Reports indicate that the EMI which
caused interference with the flying controls was produced when the IR jammer was switched on (and
also off ?). Was the IRCM system being operated by ZD 576 when approaching the Mull area ?
This question should be addressed in the search for possible causes of the accident.
Outside sources of EMI that could have reached the overflying Chinook HC2 include the possibility
of very powerful radar sweeps made by Royal Navy (RN) and other ships in transit, such as trawlers.
Strong radio signals made by surface RN vessels or submerged submarines on exercises in the area
may have also produced powerful EMI during routine transmissions, with a significant interference
range footprint that could have affected a low flying helicopter in certain situations.
Although outside electronic bombardment tests were carried out at Farnborough and at Boscombe Down
after the accident, which may have satisfied MOD that outside interference was not to blame, no tests
were carried out combining outside bombardment with a potential EMI effect from inside the
fuselage. An operating ‘mobile’ inside the cabin could possibly produce harmonics with an exaggerated
effect that may not be evident from normal bombardment tests. It must also be noted that both the
Farnborough and the Boscombe Down test reports included in the AAIB report prepared for the RAF
BOI were of limited value because they did not address any checks on interference specific to FADEC.
a. Why did the RAF BOI President discount the possibility that a mobile telephone, even on
standby, could have caused interference with aircraft systems when he was telephoned by a
senior CAA staff member who highlighted such problems being experienced by civil aircraft ?
b. In view of the extensive CAA experience of mobile telephones interference with civil aircraft
systems (even when on stand-by), why was the matter of a ‘mobile’ call to or from the aircraft at
about the time of the accident and its potential for interference NOT thoroughly investigated ?
i. What was done with the mobile handsets recovered from the scene of the accident ? Were
any of them established as being active or on stand-by ? Where are they now and is there a
report of what tests were carried out on the sets after the accident, to establish if and when
they were last used ?
ii. Mobile phone service providers can provide the duration and exact time of all calls made by
a subscriber and to what number, if not shown on the invoice. The provider can also establish
the area from which a call is made. The memory cards of recovered handsets that survived
the crash could have also given the date and time of incoming and outgoing calls. Were such
checks carried out and what was the result ?
c. Since at least 1991, civil airline crews have been required to brief passengers to switch off and
not use mobile phones on aircraft. At the time of the crash, was it standard operating procedure
for military crews to so brief their passengers pre-flight and were ZD 576 passengers accordingly
briefed ? Is the use of mobile telephones currently permitted on military aircraft ?
d. Why were all sources of possible EMI that could have affected aircraft systems because of poor
shielding not thoroughly explored and results included in post-accident inquiry reports ? Mobile
telephones and HF radio are possible sources of transmission-induced interference that could
affect the AFCS, or the FADEC system through a cabin wall-mounted cast aluminium DECU
box. This has a multi-point RF filter-pin connector prone to failed capacitors and earth faults
which could not be detected using existing test rigs, and which also needed regular manual
check-tightening in flight.
e. Why was the problem of chafed wires at the rear of the electronic equipment stowage which
caused the AFCS to malfunction on Chinooks not corrected during the HC1 to HC2 upgrade and
why was proper shielding of both EMI emitting equipment and of systems sensitive to EMI not
positively achieved, in view of the known cases of actual interference causing UFCM ?
Questions arising cannot be left unanswered. If it becomes evident that not enough effort was made to
correct known faults permanently or to obtain data that might have been relevant to establish a possible
cause of the crash, then one must ask : why not and who was responsible for this oversight ?
13. Conclusions
This addendum does not seek to claim that EMI caused the crash of ZD 576, rather that it could have led
to it. That EMI induced faults could have resulted in an irretrievable situation reinforces doubts as to
what may have caused the accident. We now know EMI has the potential to interfere with a number of
aircraft systems and can undoubtedly contribute to malfunctions leading to navigational errors, and to
engine and flying control problems. It is therefore yet another possible cause that cannot be disproved.
Because of this, further misgivings arise about the verdict that the pilots were guilty, WITHOUT ANY
DOUBT WHATSOEVER, of gross negligence. As such, the subjective finding of gross negligence by the
pilots becomes even less safe. END
ADDENDUM 2
APPENDIX 1 - EMI
ILLUSTRATIONS
ADDENDUM 2
APPENDIX 2 - EMI
TRANSCRIPTS
Canada's new high-tech search-and-rescue helicopter may not be able to handle intense
electrical fields, a problem that could cause it to crash if it flies too close to television and radio
transmitters or ships, warns a Canadian Forces study.
Department of National defence officials are studying how susceptible the new Cormorant
helicopter is to electromagnetic fields generated by civilian radar and navigation beacons, or TV
and radio transmitters dotting the country. The intense electromagnetic fields created by such
devices can be strong enough to disrupt flight controls on high-tech helicopters and have already
caused the crashes of several U.S. military helicopters.
Canadian Forces safety officials warn the Cormorant may have insufficient protection against the
electromagnetic fields, which could result in crashes or emergency landings. "Of particular
concern are the electronic instrumentation systems and the digital engine controls, both of which
could cause catastrophic failures" states a December 1999 military report released to the Citizen
under the access of information Act.
Another major concern is the effect of such electromagnetic fields at sea because of radio
transmitters onboard ships. Search-and-rescue helicopters are frequently used to rescue injured
sailors from vessels and at times hover within 50 feet of ships and communication masts. "It may
not be possible to prove with existing data that the Cormorant will be safe to fly near ships and
future additional investigation will be required to establish this parameter", two Canadian Forces
generals were told in a briefing in January.
The Russian built NAGIRA radar produces short powerful pulses with the following
characteristics: 10 GHz fixed frequency, 5 nanoseconds pulse length, 300MW peak power, 2
Joules per pulse, 150 Hz pulse repetition rate. NAGIRA was purchased by the UK MOD and was
delivered to defence Research and Evaluation agency (DERA) Frazer, near Portsmouth in
November 1995. Indications are that UK will use NAGIRA to investigate detection of fast moving
targets in sea clutter, to study electromagnetic-pulse penetration into equipment and to measure
the effectiveness of front-end protection devices.
During initial field trials near Nizhny Novgorod, NAGIRA was able to track a helicopter at more
than 150 km range and at altitudes as low as 50 metres. We understand that because of
electromagnetic interference (EMI) concerns, Russian helicopters were not allowed to
operate within several miles of the radar when it was operating at full power.
threat levels that must be demonstrated during environmental qualification testing [of the aircraft
systems]. How could an FMC (Flight Management Computer) pass, say DO-160C [standard
certification] tests, yet lose its mind in the presence of a cell phone on standby ?
While doubting that the suspected-EMI phenomenon is ubiquitous, McCormick suggests that
some sort of systematic investigation could proceed by inviting protagonists (actual airplane
pilots and customers with a suspect device) to participate in attempts to reproduce the incidents.
Berger reports that in fact very few systematic tests are performed anyway: he asked a major
portable phone manufacturer's representative what tests they performed for EMI from their
devices in aircraft. The manufacturer performed none because use of cellphones is illegal in
aircraft. Berger notes that nevertheless such tests are relevant, because these phones are
frequently used surreptitiously or inadvertently on aircraft.
a. On a B737-300, a MCP (mode control panel) was doing weird stuff intermittently during
several flights. I mean really weird: like letting both pitch and auto-throttle fight each
other to maintain speed. Nearly all boxes involved (MCP, FCC, several AFDS boxes)
were changed before a clever mechanic found out that the windshield heat was not
correctly grounded. This is located just a few inches from the MCP and is one of the big
consumers on board. Tightening a few nuts solved an engineer's nightmare.
b. On a specific B737-400, the FMC was doing weird things, mainly in cruise. Some pilots
reported that after a request to the passengers to switch off electronic equipment, the
problem was solved, others said it did not help anything even with every electronic
gadget switched off in the cabin. Others reported nothing abnormal with CD's, PC's,
'Gameboys' and more of that stuff trying to jam the system unsuccessfully.
Troubleshooting was done and it was decided to replace another black box that was
suspected. It was pulled out but no spare was available. So the same black box was
pushed in again. Problem solved, it never happened again !
Connections are a possible weak point and difficult to duplicate if a problem exists. Can
an imperfect connection make a tested system EMI susceptible or not ?
END
By Robert N. Rossier
Photographs by Paul Bowen
Ladies and gentlemen, we’ll have to ask at this player was turned off, the instruments returned to
time that you turn off all your: portable electronic normal.
devices including laptops, electronic games and These are just a few examples of reports made by
cell phones. Once we're airborne and on our way, pilots and flight crews. In fact numerous incidents
we'll let you know when you can turn your have been reported wherein CD players, laptop
computers and electronic games back on. Cell computers and electronic games have interfered
phones must be turned off for the duration of the with the operation of navigational equipment and
flight." communication radios. The NASA Aviation
Safety Reporting System (ASRS) has received
Spewing off a warning about portable electronic more than 50 reports involving alleged PEDs
devices (PEDs has become as familiar a mantra to interference. The International Air Transport
flight crews as the Miranda warning is to law Association (IATA) has received some 40 such
enforcement officers. The flying public, not to reports, and the European Confidential Aviation
mention some pilots, find it hard to believe that Safety Reporting Network (EUCARE) some 60
something as innocuous as a laptop computer, reports. This most likely represents only the tip of
cellular phone or a kid's ‘Game Boy’ could in any the proverbial iceberg. Pilots are often reluctant to
way affect the operation of an aircraft. The truth write up problems that go away, cannot be
is, stray signals from these devices can, and duplicated, or might potentially ground their
probably have, caused aircraft to stray from aircraft without good cause.
course. If you think it can't happen to you, think
again. Often, the problems arise during the cruise
portion of flight when PED use is allowed. In
→ A regional jet flying from Salt Lake City to more than a few reported cases, aircraft have
Eugene, Ore., received three separate warnings of followed erroneous or erratic navigational data
discrepancies between the captain's and first during an instrument approach, only to find that
officer's instruments. In question were the passengers were using computers and other
heading, airspeed and altitude. After the flight electronic devices during the approach. In most
attendants checked the cabin for passengers using cases, no problems were found with the aircraft
PEDs and had the devices turned off, equipment, or other aircraft using the same
discrepancies disappeared. ground facilities. In a worse case situation, such a
"stray CAT II strut" could prove fatal, and it's
→ An aircraft on approach to Houston’s unlikely that PED interference would he
George Bush Intercontinental Airport in August identified as the cause. Unfortunately, the effects
l999 was advised that it was four miles off course. of PED interference are difficult to reproduce,
The CDIs had been scalloping left and right of leaving the door open for sceptics who refute the
center, so the captain ordered the flight attendant claims that PEDs pose a problem.
to check the cabin for any passengers using a
PED. Within 15 seconds, the problem The Nature of the Problem
disappeared. A passenger had been using a
portable computer. So how is it that a seemingly innocent laptop
computer or electronic toy could have such
→ In May 1995, the first officer of a Boeing malevolent effects? Consider that a VOR
737 noted erratic readings from the electric transmitter' operates at relatively low power,
compass indicators. The flight attendant made a typically 120 to 140 watts (compared to
sweep of the cabin for PEDs and found a thousands of watts for a typical FM radio station).
passenger using a compact disc player. When the Despite the low power, we receive and track those
signals from distances greater than 100 miles.
Modern aircraft electronics utilise a surprisingly broad range of frequencies that dot the electromagnetic
spectrum. Typical frequencies used include :
Electronics manufacturers construct their devices phone, or touch the antenna on your ‘boom-box’
with shielding designed to limit electromagnetic and you'll likely note some subtle effects of EMl.
radiation.. All consumer electronics capable of Owner's manuals typically instruct consumers to
radiating electromagnetic energy, such as portable reposition interfering items, move them farther
phones, television sets, CD players, radios and apart, and to plug them in different electrical
home computers, must comply with the circuits.
requirements of Federal Communications
Commission Part 15 in order to be sold in the On an aircraft, the problem of EMI is magnified.
United States. Although compliance with the FCC To begin with, the allowed radiation from an FCC
standards helps reduce the potential for EMI Part 15 certified device, measured at a distance of
between various consumer electronics, three meters from the device, is in some cases
interference between such devices still occurs. greater than the minimum signal intensity within
Just turn your head while talking on a portable the service volume of a ‘navaid’. That is, the
device can legally emit a signal stronger than the a nearby repeater station that picks up its
one an aircraft's navigation system is looking for. transmission and relays it along the network. The
The Part 15 limits for PED radiation in the VOR limited range means that the same frequency can
frequency range (roughly 108 MHz to 118 MHz) be used in multiple locations, serving multiple
is more than 50 percent greater than the minimum markets. When a cellular phone is operated at
signal intensity in the service volume of a VOR, altitude in an aircraft, even at just a few hundred
and almost four times the minimum signal feet above the ground, it has the capability of
intensity in the service volume for localisers. At transmitting to several stations simultaneously,
the higher frequency of a GPS, the Part 15 device essentially tying-up a frequency and messing up a
can emit a signal more than 10 times stronger whole network. The result is chaos to a degree
than a GPS signal. that cannot be tolerated by the cellular service
providers or the FCC. In December 1991, the
Clearly, a PED that meets the FCC Part 15 FCC adopted 47 CFR 22.925, which prohibits the
requirements has the potential to interfere with a use of cell-phones after an aircraft has left the
navigation receiver aboard an aircraft, but even ground.
weaker signals can cause problems. While a
strong emission from a PED might interfere with On top of the network chaos lies the same
a ‘navaid’ ID, or cause a NAV (navigation "echoes-in-the-tin-can" syndrome that, like a
failure) flag to be displayed, a weak signal might laptop computer or electronic game, can cause
simply deflect the CDI needle, providing false interference with an aircraft's navigation and
navigation data if the signal should reach the communications systems. Only, in this case, the
antenna. problem is intensified due to the more powerful
signal emissions.
Generally speaking, the aluminium fuselage of a
modern aircraft serves as an effective shield Numerous instances when a cellular phone was
against the electromagnetic radiation from a PED suspected of unwittingly altering the course of an
that might reach an antenna outside the aircraft, airliner's journey have been reported through the
but geometry can alter that effect as well. The ASRS. In one incident, a commuter flight had
fuselage of the aircraft can be likened to a tin can departed Roanoke Regional Airport en route to
with windows representing holes along the sides. Washington Dulles. Before the departure, the
Inside the fuselage, the electromagnetic radiation captain and first officer checked their directional
from the laptops and electronic games bounces gyros and found them to be operating properly -
around like a ping-pong ball, intensifying like providing the correct aircraft heading information.
echoes in an empty room until it escapes through On departure, ATC cleared the flight directly to
a hole. In some larger aircraft, the antennas might the Montebello VOR, and then along an airway
be sufficiently far away to preclude a problem, designated V 143. Ten miles before reaching the
but in smaller aircraft, the proximity of PEDs and Montebello VOR, the navigational instruments
antennas is greater. As more composite materials tuned to that VOR became erratic. The crew
are used in fuselage design, the effectiveness of followed an approximate heading that should
the fuselage as an electromagnetic shield is have taken them to the VOR, then turned to
diminished. intercept the next ‘victor airway’. About 10 miles
from the VOR when the HSI and RMI showed the
When Talk Isn’t Cheap aircraft on course, ATC informed the flight crew
that they were well right of course and issued
Cellular phones fall into a different category from them a heading. When the flight crew, compared
other portable electronics, and represent an even their two directional gyros, they found a 15
greater potential safety hazard aboard an aircraft. degree discrepancy.
Unlike other electronic devices, which are
shielded to limit electromagnetic emissions, A cabin inspection revealed a passenger using a
cellular phones are intentional transmitters and cellular phone. When the phone was turned off,
emit much more powerful signals the VOR signals stabilised and the two directional
gyros lined up within two degrees of one another.
Cellular phone use in the United States is
regulated by the FCC. On the ground, a cellular In a similar case, the flight crew of a MD-80 had
phone has limited range, and must interface with both navigational display CDIs oscillate off scale
to the right. Again, a cabin inspection turned up a levels of the aircraft systems. The result of the
passenger using a cell phone. When the phone first phase of the study, published in May (2000),
was turned off, the navigation displays returned to concluded that the ban on cellular phone use
normal. should be continued. (See also Appendix 3 of
A Real Problem ? this addendum)
electronic devices heats up, several potential not required to meet the FCC specifications, and
solutions have been offered. One is to provide devices are not tested in all possible
shielded power supplies for PEDs aboard aircraft, configurations. Simply change the location of the
but the power supply is only part of the problem. PED, or plug in a peripheral device, and a whole
PEDs can radiate electromagnetic emissions new interference problem can arise. Due to the
regardless of the power source, and concerns have critical nature of the PED emission problem, a
been expressed over the PEDs corrupting the device would have to be tested before use, much
aircraft's power distribution system. the same as an installed electronic device that
meets the specs.
Perhaps a better solution is to build lap-tops and
other consumer electronics that meet the stricter As a result of a recent Subcommittee on Aviation
requirements of RTCA DO-160D. In fact, some Hearing on Portable Electronic Devices, NASA
airlines are considering certification of certain Langley and Delta Air Lines are negotiating a co-
models of PEDs as safe for use on aircraft. One operative agreement for a three-year study of PED
recently patented concept, a microprocessor interference. Delta will provide access to its
controlled power supply cable, could supply passenger aircraft for test purposes, and NASA
power only to approved PEDs. will attempt to identify specific aircraft system
anomalies caused by PEDs. Only time will tell
Again, this is only a partial solution. While it may whether the study will yield meaningful results.
be possible to build devices that meet the
requirements when new, there is no guarantee that Meanwhile, perhaps the best solution is to
they will still meet them when carried aboard an continue briefing our passengers and warning
aircraft and turned on. Rough handling or them of the potential dangers. When suspicious
dropping an electronic device can degrade the navigation or communications problems develop,
shielding, even without affecting its outward it's time to reinforce the warning, and ask that all
performance. In the process of adding a new devices be turned off. The more we learn about
processor card or additional memory to a laptop, PED interference, and the more we share with our
the owner or technician may inadvertently remove passengers, the better understood the problem
shielding or reconfigure the device in such a way becomes. END
that renders the shielding ineffective. In addition, (Business and Commercial Aviation)
many processor cards and peripheral cables are (December 2000)
PASSENGER WARNINGS
(Business and Commercial Aviation – December 2000)
While most operators provide some form of warning to their passengers against the use of portable
electronic devices, the perception of the potential problem and the specifics of the warnings do vary. As
pilot Bill Capozzi of CitationShares in White Plains N.Y. notes. “I’m not aware of any PED interference
problems on our aircraft. Most of the passengers we fly are fractional owners who fly frequently. They
know to turn off their cell phones when we start the engines. We do allow laptops to be used during the
en route portion of the flight”.
Bruce Rockwell, a Citation Ultra captain for Executive Jet : ”We take all of our passengers’ safety
problems very seriously” says Rockwell. “Like the major airlines, we do not allow PED use below
10,000 feet, and, of course, cell phones are prohibited entirely. We feel it is important to warn against
cell phone use not just because it is regulatory, but as a courtesy to our passengers. We’ve heard of
passengers incurring cell phone charges in the order of thousands of dollars when the devices were used
in flight. This could happen either as a result of fines or multiple roaming charges when their phones
trigger a multitude of stations on the ground.
Beyond the regulatory requirements that prohibit PED use during the take-off and landing phases, some
operators require further precautions. As Larry Washburn, a Citation VII pilot with Richmond Aviation
explains : “ If we see a passenger with a laptop computer on board, we’re required to inform him not to
use the computer unless specific permission is received from the Captain”. END
While the potential of PED interference with aircraft communications and navigation is well recognised,
further documentation of incidents can help database development and other efforts designed to stem the
tide of PED problems in flight. NASA’s ASRS collects and disseminates information on PED
interference. Pilots who experience PED interference are encouraged to submit a report. Forms are
available on-line at : http // asrs.arc.nas.gov.
In addition to ASRS, pilots are encouraged to report any PED interference to the local Flight Standards
District for forwarding to the FAA Flight Standards National Field Office, AFS-500. Pilots operating
under FAR Part 121 or 135 certificates should follow company reporting procedures involving PED
interference.
When documenting PED interference, it’s best to establish a cause and effect relationship by turning-off
the offending PED(s), noting resolution of the problem and turning the PED(s) back on to verify the
problem. If the problem can be traced to a PED, the most valuable report will include the make and
model of the PED, identification of the PED operating mode and any peripherals in use, seat location of
the PED, flight phase and (geographic) location, and a thorough description of the anomaly, including
frequencies tuned and the operating modes of affected systems. END
When pollution is discussed thoughts invariably must be properly analysed, controlled and where
turn to the detrimental effect that industrial and necessary suppressed.
post-industrial society has had on the natural
world. But pollution does not have to come in the While the problem of EMI/RFI is no means new,
form of oil slicks and landfill and the environment public awareness has grown in recent years with
doesn’t necessarily refer only to wilderness and the increased availability of wireless devices;
coastlines. Awareness of noise and light as mobile phones, obviously, but also everyday
pollutants that affect the urban and sub-urban items such as remote controls, security lighting
environments in which most of us live has and keyless entry systems.
become well established, and now another
technology-based problem is entering more into Keyless entry, in particular when used in
public perception - electromagnetic interference. automotive applications, has been useful to
highlight the problems which can arise when
Anybody with a mobile phone has experienced signal to noise ratios are not adequate. When the
the interference on nearby devices (landlines, Terrestrial Trunk Radio (TETRA) communications
audio speakers, and so on) just before it rings, as network was launched in 1999, it was reported
the station and base-set connect. This is a very that if parked near a TETRA base station, owners
trivial example of interference between electronic of vehicles equipped with keyless entry could not
devices. On a more serious level, electromagnetic lock or unlock their vehicles.
interference in combination with poor shielding
has been known to cause fatalities. TETRA is a digital radio network similar to the
GSM phone network but intended for business
Take, as an example, the well-reported case of users such as taxi companies, fleet operators and
paramedics transporting a heart attack victim to site radios. It combines the features of mobile
hospital. The patient was attached to a cellular telephony, fast data communication and
monitor/defibrillator that stopped functioning each the workgroup capabilities of mobile radio and is
time the ambulance crew radioed for advice, in use with many public safety and emergency
leading in part to the death of the patient. When organisations. The technology behind TETRA
the incident was investigated, it was established increases functionality over that available to GSM
that the monitor/defibrillator was exposed to users, with abilities such as ‘press to talk’ instant
intense interference from a new long-range call set-up for individual and group calls and
antenna fitted to the vehicle. Shielding to the packet data transfer operating at up to 28.8 kbps.
interior of the vehicle had also been reduced
when the metal roof had been replaced with a The first TETRA licence in the UK was awarded
fibreglass substitute. to Dolphin Telecom and, naturally, the company
began receiving complaints from drivers. ‘Not
Constraints guilty’ claimed Dolphin. The fault, they said, lay
with the users of keyless entry system or SRDs
Electro-magnetic Compatibility (EMC) is defined (short-range devices), as they are known. Dolphin
as the ability of a product to operate within its operates its communications network at specific
intended electromagnetic environment and to assigned frequencies in the 410 to 430 MHz
accept or emit RF disturbances within certain range of the spectrum. Dolphin’s network initially
defined constraints. EMC engineering has a two- comprised around 450 base stations transmitting
fold task. The first of these is immunity – ensuring on a range of frequencies from 420 to 425 MHz,
that devices are sufficiently well shielded to with vehicle installed mobiles and portable
function properly (and in the case of devices handsets transmitting between 410 to 415 MHz.
requiring outside signals, a sufficiently wide signal Base station carriers transmit continuously, at an
to noise ratio to communicate as required). The effective radiated power of approximately 25W.
second factor, emissions, concedes that anything
capable of generating EMI/RFI of some order
____________________________________________________________________________
Traditionally, open area test sites (OATS) and semi-anechoic chambers (SACS) have been the mainstay
of Electro-Magnetic Capability (EMC) testing. These are expensive - DERA's new aircraft and helicopter
oval SAC chamber, designed and installed by Rainford EMC at Boscombe Down, cost over £1 million -
and while this size of investment may be consistent with testing large assemblies such as aircraft or
vehicles, it looks disproportionate for small, low-cost items.
The Gigahertz Transverse Electromagnetic Mode (GTEM) cell is a field-generating device, which
represents a significant advance in EMC testing. The GTEM, typically a compact tapered coaxial TEM,
provides a controlled low ambient environment for quickly performing both emissions and immunity
testing in the same cell with minimal change in the test set up. It represents a considerably cheaper
option that a SAC, FAC (full anechoic chamber) or OATS for small devices and in some instances is
mobile. GTEMs permit EMC testing in-house at test laboratories and QA test centres. The correlation
between GTEM and OATS results was an area of concern when the devices originally appeared, but
verification and approvals by many certification laboratories, including BSI, show a good correlation of
results.
Acceptance of the GTEM technique as an easy and convenient way to perform radiated
EMC testing in the lab is growing. The method can be used for immunity compliance testing to IEC
61000-4-3, and for emissions pre-compliance (and in some cases, compliance) to FCC and ANSI C63.4.
Because of the proliferation of smaller equipment, the trend is towards creating smaller cells. Schaffner-
MEB has launched a new range of GTEM test cells called GTEM 'Lite'. The cells are self-contained test
chambers for radiated EMC tests to 5GHz (immunity) and 2GHz (emissions). The smaller cells (up to
550mm septum height) in the ‘Lite’ range are suitable for testing of small, battery-powered devices,
mobile phones and pagers for example. Rear access to the equipment under test makes set-up quicker
and allows engineers to make adjustments between tests with greater ease. END
ADDENDUM 2
APPENDIX 3 - EMI
UNITED KINGDOM
CIVIL AVIATION AUTHORITY
REPORT
A STUDY OF
INTERFERENCE LEVELS IN AIRCRAFT AT
RADIO FREQUENCIES USED BY PORTABLE TELEPHONES
(14 pages)
Some of the questions that arise from the EMI addendum and offered in bold print hereunder.
It is believed that a mobile telephone call was made to or from the aircraft at about the time of the
accident. This was more than possible since so many of the passengers carried a personal mobile. In
which case, why was this matter not thoroughly investigated at the time and positive proof
offered to establish that no such call was made ? If the receivers were totally destroyed, all that
was needed was to check the subscriber’s bill for the period, to establish if he made a call at about the
time of the accident. Was this check ever carried out and what was the result ?
Similarly, calls to any of the mobiles on board could have been made. Is there a way to establish if a
call was made TO the aircraft, without checking the receiver memory ? An attempt should be
made to establish if such a call was received. Was an attempt ever made at obtaining the record of
such a call or calls, and if not why not ?
If a call was made, then why were ALL telephones NOT switched off during flight ?
Were the passengers briefed before the flight that mobile phone calls were prohibited when in
the aircraft ? Furthermore, passengers should have been instructed to turn their phones off and not
leave them on standby whilst in the aircraft. If not, why not ?
At the time of the accident, in respect of general flight operations, were there instructions to the
effect that mobile telephones were to be off at all times in the aircraft. If not, why not ?
It is reported that all mobile telephones found at the scene of the accident, were removed from area.
What was done with them ? ... and where are they now ?
Was each recovered handset memory checked for incoming or outgoing calls and their date
and time ?
When a senior Civil Aviation Regulatory Authority telephoned Wing Commander PULFORD (the RAF
BOI President) during or after the RAF BOI inquiry, to discuss the possibility of mobile telephone
induced EMI being a causal factor, why did the latter refute the possibility of EMI affecting on-
board electronic equipment; and on what grounds ?
Also why would Pulford not admit to a phone call being made at about the time of the accident
if such a call was made ?
In respect of FADEC DECUs and AFCS malfunctions that could cause UFCM :
Why was the possibility of “HF-radio induced EMI” not investigated though it produced well
known and documented AFCS faults causing UFCM ?
Why was the “fix” to eliminate such UFCM only partially successful, even after the AFCS boxes
were fitted with improved filter- pin connectors ?
Why was the possibility of mobile telephone induced EMI not investigated ?
Why was the possibility of outside sources of “powerful radio emissions induced EMI” not
investigated. If they were, where are the records ?
Why was shielding of “EMI producing equipment” not investigated and corrected if found
inadequate, before the HC2 was pressed into Service?
Why was equipment that might have been sensitive to EMI not investigated for adequate
shielding and why was any shielding found inadequate not improved before the HC2 was
introduced into Service ?
Why did connectors to the cabin mounted FADE DECUs have to be hand check-tightened by a
crew member every 15 to 30 minutes when in flight ? This fault should have been addressed and
eliminated before the aircraft was put into Service.
There was a problem of chafed electric wire cable looms on both the HC1 and HC2 helicopters, where
the wires emerged from the electronic broom cupboard, causing the AFCS to malfunction and produce
UFCM. Pneumatic piping was also damaged in the same area, through similar rubbing on cabin walls
behind the electronic “broom cupboard”. Why was the problem of chafed looms on Chinooks not
permanently solved during the HC1 to HC2 upgrade ?
If any of the above questions are left unanswered and if it is found that little or nothing was
done to obtain information that might have been in any way relevant to establishing the
possible cause of the accident, or to correct known faults permanently, the ultimate question
remains “why not” and “who was responsible for these omissions” ?
END
EMI-Qs /V1.01
ADDENDUM 3
Report prepared for
INDEX
The date of the ZD 576 accident is highlighted in ‘RAF events’ tables of this report to
allow a simple ‘Before and After’ comparison.
Prior to the Mull of Kintyre crash, there had been seven Chinook helicopter accidents.
* Indicates a cause or contributory factor which was stated as being outside the RAF’s
control, e.g., a problem arising out of air management such as an Air Traffic Control
error, or a technical difficulty arising out of a contractor’s error.
On 20 January 1989, a Ministry of Defence (PE) Chinook was extensively damaged during
ground testing in Wilmington (Philadelphia) following an engine runaway that caused a rotor
overspeed. This FADEC related incident led to the MOD taking action against the contractors
carrying out the test, for damage to the aircraft. There were no fatalities and the cause was
categorised as Non Service Control.
When giving evidence to the House of Commons Defence Committee in 1998, the MOD said
that there had been approximately 70 FADEC related incidents affecting RAF HC2
helicopters. Of these, 7 were reported as spurious, 24 arose as a result of carrying out
engine overspeed tests other than as designed, 3 were unconfirmed and 36 were attributed
to system faults.
Of the 36 attributed system faults, 14 were due to mechanical failure, 5 were due to electrical
failure and 17 were software faults. (Defence Committee, 4th report, Session 1997-98)
A request by Robert Key MP in a PQ for details of the 70 FADEC related incidents up to the
end of 1997, was denied by the Ministry of Defence on the grounds that “disclosure would
harm the frankness and candour of internal reporting. (Appendix A refers).
More FADEC related incidents have occurred since 1997. Attempts at obtaining details were
not successful.
3. RAF Chinook (HC2) ZD576 - FADEC related faults and other failures
4. Hydro Mechanical Assembly (HMA) related faults on the RAF Chinook HC2 fleet
Each engine has one HMA fuel metering device in its FADEC system. The HMA is fully controlled
automatically by a Digital Engine Control Unit (DECU) mounted on a rear cabin wall. Unexpected
engine speed changes due to mechanical faults occurred as follows :
5. FADEC related warnings and associated faults on RAF Chinook HC2 helicopters
Insufficient attention was given to the possibility that EMI from internal and/or external radio
transmissions or from mobile telephone use sources, may have affected the AFCS causing UFCM
or malfunctions of the FADEC system cabin-wall mounted DECU boxes. (Macdonald Report,
Addendum 2 on EMI at (11) & (8) respectively refers). Although electronic bombardment tests
were carried out, no tests were carried out combining outside bombardment with a potential EMI
effect from inside the fuselage or from below.
It has been difficult to obtain information on accidents and incidents in the US Armed Forces
Chinook Fleet. Repeated applications for information under the US Freedom of Information Act
have been subjected to lengthy security reviews and mostly denied.
Some information was obtained from the US Army magazine “Flightfax” and other press sources.
In consequence, the information given hereunder only gives a partial picture.
Attempts to obtain information regarding FADEC related faults on the US Chinook fleet under the
US Freedom of Information Act have been unsuccessful.
The American Chinook fleet has experienced and continues to experience UFCM, or
Uncommanded Flight Control Inputs as they are known in the US. According to the October 2000
edition of Flightfax, UFCMs are “an ongoing issue within the community that has yet to be
resolved”.
Following the issue of an Aviation Safety Action Message (ASAM) in October 1998, the US Army
Analytical Investigation Branch at Corpus Christi Army Depot reported that in the “past several
years” 27 UFCM were related to AFCS/electrical malfunctions, 4 were hydraulic related
malfunctions, 3 were suspected ice and water contamination incidents and 4 were of unknown
origin (Source : Flightfax December 1998).
Investigation of UFCM and Flight Control Lock-ups in flight have been attributed to the
contamination of hydraulic fluids, internal parts out of tolerance, internal corrosion of internal parts,
high Barium content in preservative hydraulic fluids and internal Foreign Object Damage (FOD) by
wear of aluminium parts. (Source : Flightfax December 1998).
7 March 1996 Helicopter crashed on night Initial investigation blamed pilots. Later
approach - 5 killed established that water ingress shorted out
main electrical distribution panels
Mid 1996 Fire in Electrics bay Due to water ingress shorting out
components.
16 June 1996 Electric smoke/fire Boeing reports 3rd incident of water
causing smoke or fire
(Source : Flightfax December 1998)
To illustrate the number of engine problems, these accounted for a fourth of all Chinook mishaps
in the (United States Services) Financial Year 1998. The areas that most needed attention are the
torque-metering system and power controls. The Chinook community is anxiously waiting the
fielding of the upgrade T-55GA-714A engine which will bring improvements to all areas of the
power plant, including the full authority digital electronic control (FADEC) system. The T-55GA-
714A engine has proved itself on special-operations aircraft where it drastically reduced the
number of engine related accidents.
(Source : Flightfax December 1998 issue)
APPENDIX A
03.12. 1997
Mr Key: To ask the Secretary of State for Defence if he will place in the Library a
copy of the minute re. D/DHP/HP1/4/3 dated 29 April 1994 covering the Textron
White Paper on Chinook FADEC.
Mr Spellar: The subject document contains internal opinions and advice, disclosure of
which would harm the frankness and candour of internal discussion. Accordingly, I
am withholding the information requested under exemption 2b of the Code of Practice
on Access to Government Information.
03.12. 1997
Mr Key: To ask the Secretary of State for Defence, if he will place in the Library a
copy of the Textron Lycoming White Paper on Chinook FADEC.
03.12.1997
To ask the Secretary of State for Defence, pursuant to his Answer of the 18th
November, Official Report, column 153, about the fully automated digital engine
control system, if he will place in the Library copies of the 70 incident signals relating
to FADEC on the Chinook Mk2 helicopter.
Mr Spellar: The subject documents are part of the flight safety reporting procedures
and disclosure would harm the frankness and candour of internal reporting. I am
withholding the information requested under exemption 2 of the Code of Practice on
Access to Government Information.
06.12.1999
Mr. Key: To ask the Secretary of State for Defence if he will place in the Library
reports he has received from the United States authorities relating to the US Army
Chinook CH-47 barrel roll incident in 1998. [101400]
Mr. Spellar: No. The information that we received from the US Army Authorities
about the incident was provided in confidence. I am therefore withholding it under
Exemption l c (information received in confidence from foreign governments) of the
Code of Practice on Access to Government Information.
ADDENDUM 4
HC2 AIRWORTHINESS
10 January 2010
MULL OF KINTYRE
STRATHCLYDE - SCOTLAND
By
Captain Ron MACDONALD FRAeS
Retired Airline Captain and Aircraft Accident Investigator
11 December 2009
Chinook ZD 576 crash – Mull of Kintyre – 2 June 1994
RAF Honour still at stake
Please Read Slowly and with Care
Please read all the accompanying correspondence with care, attention and without haste. It is the result of a long-standing refusal on
the part of the MoD, to exonerate the two Pilots who were accused of Gross Negligence on the subjective decision of Senior
Reviewing Officers of the RAF Board of Inquiry (BoI), that itself could not apportion blame.
1. Chinook ZD 576 was not Airworthy. This aspect was not looked at by the RAF BoI. The word Airworthiness does not get
mentioned in their report. We can prove that it was not airworthy.
2. It was not Fit for Purpose. This is another issue not considered by the RAF BoI despite the fact that they report on Flt Lt
Tapper's request for a Chinook Mk1 - linked to airworthiness of course; but an aircraft that might be considered "fit for
purpose" for urgent operational tasks and with a known acceptance of the higher risk, was certainly not "fit for purpose" for
an essentially civilian passenger flight, under the prevailing weather conditions where the RAF owed a full duty of care to
meet the equivalent civil flight standards in terms of the aircraft's fitness for purpose.
3. It was not ‘Serviceable’. The RAF BoI assumed that because, inter alia, a waypoint change was made, the aircraft was
serviceable. My letter explains why the BoI was wrong in so assuming.
Five separate investigations could not agree with their reversal of the BoI verdict but the Ministry of Defence (MoD) still refuses to
reconsider the accusation, made in direct contravention of the RAF’s own Law at the time of the accident.
We question MoD’s refusal to accept the truth of the matter and other opinions on the accusation of gross negligence, also the MoDs
Airworthiness and engineering procedures.
a. The core RAF accident Board of Inquiry (BoI) report did not apportion blame notwithstanding repeated redrafting at
the behest of the Senior Reviewing Officers.
b. The AAIB report written to assist the RAF BoI could not apportion blame.
c. The Strathclyde Sheriff Accidental Death Inquiry report did not agree with the RAF Reviewing Senior Officers’
findings, leading to their accusation of Gross Negligence.
d. A Parliamentary Accounts Committee could not agree with the RAF Senior Reviewing Officers’ views.
e. The House of Lords Inquiry on the accident did not agree with the Senior Officers’ conclusions.
We query the two Senior Reviewing Officers’ logic in their accusation and the MoD’s position in this matter.
Simply, Chinook 576 was neither demonstrably Airworthy nor fit for Purpose.
Blaming the pilots cannot be condoned, because no one knows what really happened and there are many doubts about what may
have caused the crash. Yes, Negligence is evident but at Airworthiness authorisation level and not of the pilots’ making.
Please do all you can to see that this indictment is finally rescinded so that the Honour of the RAF may be restored and
vindicated, by overturning this arbitrary and unjust verdict.
11 December 2009
1. I acknowledge receipt of your photocopied and delegated response to my letter of 2 October 2009. It
should be no surprise to you that I did not find the response helpful as was suggested by its writer, not least
because it totally ignores all the points on the HC2 airworthiness issues that had been raised by the A&AEE
at Boscombe Down but which had been totally ignored by the Board of Inquiry and the Reviewing Officers.
Here we must make the point that the RAF BoI report must, by definition, cover all the
considerations addressed by the Board in their investigation. These (airworthiness issues) are facts
and not the hypotheses or speculation relied on by the Reviewing Officers, and which remain at the core of
the need for the unjust and unjustified verdict of Gross Negligence to be overturned. The reply is incorrectly
addressed, full of apologies for unanswered previous correspondence and signed by one Simon Lane who, I
understand, can only toe the MoD party line and who therefore has my commiserations.
2. I am putting the more detailed issues in the attached paper (Appendix A refers) but I ask you to read,
understand and respond fully to the following comments and questions. There are more in the attached
paper but those below alone should raise doubts on the “security” of the verdict:
3. The AAIB Report to the BoI makes it clear that not only could a control restriction not be ruled out
(even though there was no clear pre-impact evidence of this), but that the Boeing method of attachment of
components to the control pallet did not meet the expected standards. Given that ZD 576 had suffered a
control restriction just before the accident and was being specially monitored, why was this area of concern
not fully investigated by the BoI? There is also clear evidence that ZD 576 may not have been fully
airworthy and fit for purpose in several areas.
4. A&AEE wrote to MOD on 6 June 1994 (ADD/308/04) – the letter being based on a meeting held at
A&AEE on 25 May i.e. some 9 days before the accident. This letter, inter alia, repeated the fact that the
Chinook Mk2 had been introduced into service against A&AEE’s recommendations and stated that it was a
series of in-service incidents (not flight test incidents as stated to Parliament by a predecessor of
yours) that caused A&AEE to “ground” their flight test aircraft.
5. The last of these in-service incidents was on ZD 576 on 19 May, just days before the accident and
A&AEE then stated in their letter: “The unquantifiable risks identified at the Interim CA Release stage may
not in themselves have changed but some have become more clearly defined by events, to an extent
where we now consider the consequences of the risks and the probability of an occurrence to be
unacceptable. (See Appendix B).
6. On 30th September 1993, a mere 4 weeks or so before Controller Aircraft signed the Initial CA
Release, A&AEE stated in writing that the FADEC software implementation was "positively dangerous”. It
can be seen that A&AEE’s consistent advice to MoD, was that the Mk2 did not meet the Secretary of
State’s mandated standards for airworthiness.
(a) On what evidence did the BoI and Reviewing Officers conclude that the Mk2 and ZD 576 in
particular were fully airworthy?
(b) Given the major airworthiness issues highlighted by A&AEE, why did the BoI and the subsequent
review process completely ignore the A&AEE concerns with, as a result, no investigation as to
whether the airworthiness of the Chinook Mk2 fleet and ZD 576 in particular could have contributed
to, or even caused the accident?
(c) Given the CAR/RTS limitations (e.g. icing limitations, false engine fail warnings, inadequate FRCs,)
why did the RAF insist on the use of a Chinook Mk2 against the request of the NI Detachment
Commander?
(d) We understand that extraordinary operational imperatives may have driven MoD to ignore the
A&AEE advice (that the aircraft was not airworthy), the fact remains Chinook Mk2 problems were a
continuing cause for concern to all the crews operating it – including the Odiham unit test pilot (who
was not a witness to the BoI – an interesting omission). This constitutes a significant Human
Factors Hazard. But on what basis did the RAF authorities consider the Chinook Mk2 as being
suitable for this non-operational tasking given the airworthiness issues – essentially a civilian
passenger flight in an aircraft which no civil regulatory authority would have allowed to operate with
the limitations and potentially dangerous characteristics that applied to the Chinook Mk2 at that time
(e.g. false engine fail warnings and a warning that the new fuel computer implementation was
positively dangerous)? The Safety Management System regulations require the reasoning to be
recorded and we would ask for this to be re-examined in the light of this evidence not placed before
the BoI.
(e) Why was the A&AEE letter of 6 June not drawn to the attention not just of the BoI but also of any of
the independent Inquiries, including the House of Lords Select Committee? For example, DHP
(Director Helicopter Projects) was the action addressee for the 6 June letter (which also went to
MoD itself) yet in his request for legal advice before the FAI (D/DHP/HP1/4/1/4/1 dated 24 October
1995), no mention is made of the existence of this letter – a cynic might imagine that this was
because the A&AEE letter would then have had to be provided to the other side.
8. As you will be aware a Tornado aircraft crashed in Glen Ogle in September 1994. It was fitted with an
ADR/CVR, and there was no doubt whatsoever that the pilot’s control inputs caused the crash. Despite this
clear evidence, the same senior-most Reviewing Officer, when writing his remarks within a few days of the
comments and verdict of “Gross Negligence” on the Chinook accident, decided that: “It is therefore because
there is no scope for conjecture… that I find any consideration of human failings to be academic and
fruitless. Despite the wealth of detailed evidence, we are confounded and under these particular
circumstances I consider it is futile to indulge in hypothesis”.
9. Perhaps you would be kind enough to explain what action MoD was taking at the time to ensure a
consistency and fairness of the remarks of the Senior Reviewing Officers in BoIs – particularly given the
damage that the verdict of “Gross Negligence” had, and continues to have, on the reputation of two pilots in
an accident where even the Senior Reviewing Officer admits in a comment totally inconsistent with his
“verdict”, that “Without the irrefutable evidence which is provided by an ADR and a CVR, there is
inevitably a degree of speculation as to the precise detail of the sequence of events in the minutes and
seconds immediately prior to impact.” Perhaps you could also explain how the MoD legal advisor was
able to accept “speculation” as meeting the “no doubt whosoever” requirements of AP 3207. Indeed
we would be grateful if we could see the legal advice that the Reviewing Officers claimed they had
been given when they appeared before the House of Lords Select Committee – particularly as we
have been led to understand that the RAF’s own Director of Flight Safety at the time, advised against
such a verdict.
Flight Path
10. The pilots were flying in VMC below cloud by intent, because their Chinook was neither equipped with
‘cleared’ or guaranteed navigation equipment suitable for flying in cloud, nor was the aircraft cleared to fly in
the icing conditions that were forecast had they entered cloud above their planned and approved flight path
on that day. They were well aware of the limitations and, as even the BoI accepts, they had no intention of
over-flying the Mull. Although the position of the waypoint change in space is not defined the time before
impact is known and, contrary to statements made by the Reviewing Officers and repeated by MoD almost
as a mantra, this time has been confirmed by experienced Chinook pilots as more than adequate for the
necessary small course adjustments and continuation of the flight in VMC to the selected waypoint to take
place. ‘Minimum safety altitude’ for the subsequent legs and route to Inverness was several thousand feet
above the 2400 feet postulated by the Senior Reviewing Officers.
11. MoD has accepted in writing that they would have expected an immediate course change when the
new waypoint was selected. As a Senior Training Captain and Regulatory Authority Inspector I would
endorse this view. One does not remove a waypoint from an FMS preloaded flight plan. You select another
way-point to by-pass the one want you want to leave alone/miss/fly abeam of, then you turn on to the next
heading immediately, towards the selected waypoint which you activated … unless you are prevented from
so doing for whatever reason and/or if the aircraft refuses to turn.
12. The BoI suggestion that the pilots decided to overfly the Mull and then selected an inappropriate rate
of climb is not supported by the BoI’s evidence and it assumes a near suicidal intent that is preposterous for
Special Forces aircrew of their experience. Had the crew made the decision to revert to an IMC plan, their
training and experience would have had them turn away over the sea – a comment made by the Odiham
Station Commander – with significantly more up to date knowledge and experience of SF operations than
either of the Senior Reviewing Officers. Again being cynical, I have to wonder if this comment came down
from the Reviewing Officers to support their position, rather than being a genuine finding of the board from
the evidence. If the Reviewing Officers believe that the crew made a deliberate decision to overfly the Mull
perhaps you could provide the evidence (not the speculation) on which this finding is based.
Duty of care
13. In the last paragraph of his comments, which is totally at variance with the previous 5 paragraphs, the
Odiham Station Commander states: “In assessing human failings, the evidence is insufficient to be specific.
However, there is no indication of a major technical malfunction (because we suggest the BoI did not
look for it) and Flt Lt Tapper and his crew were undoubtedly competent to carry out the mission. In carrying
out that mission Flt Lt Tapper, as captain of an aircraft in peacetime, had an overriding duty to ensure the
safety of the aircraft, its crew and. the passengers. While there may, arguably, be some mitigating
circumstances, I am regrettably drawn to the conclusion that he failed in that duty.” The “duty of care”
concept is well understood and this comment is hardly a revelation - we all owe a duty of care to our fellow
citizens all the time. It is certainly not a provable conclusion of negligence or even pilot error. As stated by
the Station Commander, this was a peacetime mission; therefore peacetime engineering and
certification standards of safety criteria should have applied to ZD 576 under these circumstances.
14. There is no doubt that Tapper and Cook owed a "duty of care" to their crew and passengers - there is
no proof that they failed to provide it. Indeed it could be argued that Tapper, with his knowledge of the
Chinook Mk2’s problems and his rejected request to retain a Chinook Mk1 for the task, was one of the few
people in this sorry saga who properly tried to exercise his duty of care. People's opinions (including the
"regrettable" conclusion of the Odiham Station Commander) based on a subjective judgment and a very
selective use of the facts (which did not include any investigation of the airworthiness of the Chinook fleet
and the A&AEE airworthiness issues - an amazing (and directed?) omission by the BoI), are not the required
proof of negligence. Worse, where were the 1 Group and HQSTC staffs' proper assessments of the
inadequacies of the BoI on the engineering side - or were they “only following orders” and “keeping their
heads below the parapet” on a decision that had effectively been made when the BoI’s prescribed terms of
reference were also drafted? N.B., it should be noted that some of the factors considered here may not have
been in the terms of reference of the BoI. In such cases the BoI would not have considered them.
Negligence
15. I strongly believe that negligence was involved in this accident – it started with the recommendation to
the RAF that they accept the Mk2 and continued with the issue of a Release to Service for an aircraft that
was patently immature and did not meet the requirements of the airworthiness regulations; all contrary to the
advice of the MoD’s own flight test agency. It continued through to the choice of ZD 576 with all its known
problems for this high profile but nevertheless non-operational task. Then followed the flawed and
inadequate BoI and the subsequent process itself. This negligence is provable and it is there for all to see.
But by avoiding the possibility that the crash was caused by a technical fault or the underlying airworthiness
of the Chinook fleet and by blaming the pilots, the RAF and MoD could not be held responsible, so avoiding
legal action against both; and possibly Boeing as well. Where was the RAF’s duty of care to its passengers
and crew?
16. The complete failure of the now ACMs to face up to their responsibility for ensuring that the Chinook
Mk2 was completely airworthy and fit for purpose for this particular non-operational peacetime task put
them, I suggest, in the position that the truth had to be ignored, not only to protect what they might have
perceived as the RAF’s reputation (perhaps the reason why the Tornado verdict was in the opposite
direction), but also to allow them to “fly in the face” of Boscombe Down’s concerns on the in-service failures
and their test pilots’ negative reports on FADEC software integrity, flight in icing aspects and in other critical
CAR/RTS areas; such as ensuring suitable EMI protection/non-permeability. My concern is that it appears
great pains were taken to ensure they were not investigated by the BoI, or since.
17. Based on their suppositions, inconsistency of judgement and avoidance of RAF Laws regarding dead
flight crew, in my opinion the Air Marshals showed that the position of trust and any responsibility that they
and other areas of senior RAF management held for this accident meant little. This verdict and MoD’s
continuing insistence that a verdict based on hypotheses and speculation should stand, remains as a blot on
the finest expected RAF standards and is an abuse of the power of the MoD itself. I believe it is also a
further example of MoD’s cavalier attitude towards the implementation of airworthiness regulations and
standards that has been so forcefully pointed out in the Haddon-Cave Report.
18. Of course, there is another possible explanation; that the Reviewing Officers, various inquiries and
Ministers were not made aware of vital evidence, for example the truly astonishing fact that a world
renowned flight-testing organisation (A&AEE) stated, in writing, that the implementation of new, safety
critical software was “positively dangerous”, yet were completely ignored. This single fact, in addition
to being, we believe, “new evidence”, is so fundamental to aviation safety that we implore you seek an
explanation as to why, only 4 weeks later, the RAF were advised that the aircraft was safe when, clearly and
demonstrably, the risk had not been mitigated.
Conclusions
19. Chinook ZD 576 was not airworthy. This aspect was not looked at by the RAF BoI. The word
Airworthiness does not get mentioned in their report. We can prove that it was not airworthy.
20. Chinook ZD 576 was not fit for purpose (which can be a higher or lower higher standard than that
deemed airworthy at CAR). This is another issue not considered by the RAF BoI, despite the fact they report
on Flt Lt Tapper's request for a Chinook Mk1. This request is significant and unusual – it reveals the
concerns of a highly trained and experienced crew, is of course linked to airworthiness, and yet is left
unexplored by the investigation. ZD 576 might have been considered "fit for purpose" for urgent operational
tasks and with a known acceptance of any higher risk, but was certainly not "fit for purpose" for a civilian
passenger flight where the RAF owed a full duty of care to meet the equivalent civil flight standards in terms
of the aircraft's fitness for purpose.
21. Based upon the contents of this letter, the MoD should be directed to overturn immediately the
unfair charge of ‘Gross Negligence’ placed upon the two pilots, in direct contravention of RAF Law
at the time of the accident.
Yours sincerely,
Also for Captain Ron MACDONALD FRAeS & Captain Richard K J HADLOW FRAeS, report co-authors
1. The recent Haddon-Cave report, confirming findings of the Nimrod XV230 Board of Inquiry (that
airworthiness regulations had not been implemented properly), has highlighted systemic failings by MoD.
The same failings have been demonstrated in the C130 XV179 accident. Additionally, the Boards of Inquiry
into the loss of Sea Kings XV650 and XV704 and Tornado ZG710 noted similar failings relating to lack of
functional safety, recommending the implementation of fundamental airworthiness principles.
2. Various Mull of Kintyre inquiries have heard evidence of similar failings leading to the introduction to
service of an immature aircraft. There is a clear link between the Haddon-Cave report and Chinook, not
least because the airworthiness regulations (JSP 553) apply to all Military aircraft and many airworthiness
components are provided within MoD as a common service. Therefore, it is entirely reasonable to assume
that, if a department can fail so abjectly on one aircraft, it can do so on another. Indeed, this was noted by
ACM Sir Clive Loader in his Nimrod recommendations.
3. The evidence presented here is of MoD(PE) failures to implement the airworthiness regulations as
they applied to the introduction of the Chinook Mk2, failing to act on specialist advice from Boscombe Down
that the FADEC software implementation was “positively dangerous” and the haste with which the Controller
Aircraft Release (CAR) was issued when its content clearly illustrated lamentable immaturity.
4. On 30th September 1993 A&AEE advised that the implementation of the FADEC software was
“positively dangerous”.
5. Little more needs to be said. A&AEE specifically declined to recommend CAR and provided evidence
that the aircraft was not sufficiently safe, but were ignored.
6. CAR was a notification by Controller Aircraft (a 3 Star post) to the Service department concerned that
a new type of aircraft had been developed to the stage where it was suitable for use by Service aircrew. By
the same token the Service required a CAR before they could operate a new type of aircraft. CAR was (is)
defined as:
“The statement of the operating envelope, conditions, limitations and build standard for a particular
aircraft type, within which the airworthiness has been established as meeting the desired level of
safety”.
7. As CAR refers to a given build standard it follows, if the CAR is to remain valid, the build standard
must be maintained. The Board of Inquiry report notes various failings in this area, notably incomplete Flight
Reference Cards; but does not link these failings to airworthiness. Nevertheless, the requirement for a
seamless audit trail was demonstrably broken.
8. CA signed and issued the initial CAR, known as “Issue 1”, when the Service Operational
Requirements (OR) Branch formally signified their willingness to accept delivery of aircraft to the agreed
standard (i.e. the build standard presented at CAR trials). We find it difficult to accept that both CA and
the RAF made such a statement in the knowledge that A&AEE regarded a key component of the Mk2
upgrade “positively dangerous”.
9. The Service department should then incorporate the CAR in its entirety as Part 1 of the RTS. Part 2
contains Service Deviations, usually associated with Service Modifications. It is the content of Part 2 which
often makes the aircraft “fit for purpose” (an operational term) as the CAR build standard usually lacks
equipment or capability for in-theatre use. Hence, the RTS is the Master Airworthiness Reference.
10. All studied past MoD correspondence regarding this accident only refers to the CAR, not the RTS. So
MoD has demonstrably used the incorrect baseline when discussing or making claims about
airworthiness.
11. The regulations (including CA Instructions at the time) require the CAR and RTS to list all avionic
equipment fitted (e.g. Communications, Navigation, etc), with associated limitations, ARI (Airborne Radio
Installation) numbers and the level of clearance for each (e.g. “switch-on only” or “full”). Any warnings and
Operating Notes associated with each equipment item are to be included in the Initial Issue CAR.
12. That is, a positive statement is required for each equipment item; a statement which provides
confidence to the Operator that the installed performance has been properly evaluated and established; a
process from which Limitations are derived. So, if any equipment is fitted to the aircraft, but not listed in the
CAR/RTS, then not only is there no clearance to use the equipment and the operator can have no
confidence in that equipment; itself a Human Factor hazard and distraction.
13. The following table, of Navigation equipment, extracted from the Mk1 and Mk2 RTS, illustrates the
failure to implement this simple regulation;
* = Listed in RTS
AL1 is that current at the time of the accident
14. No guarantee of performance is given for Doppler, TACAN or RNS252/GPS, with significant
cumulative errors being common in the compasses. In particular, it would seem the VOR/ILS system was
not trialled and installed performance established until after the accident, and the limitations noted in
January 1996 were still extant in September 1998 at AL8.
15. It can be seen that, of those navigation equipments cleared for use in the Mk2, all but TACAN are
noted as having limitations, some more severe than others. Also, that some navigation equipment is NOT
mentioned at all in either Mk2 RTS issued before June 1994. The only possible conclusion is that A&AEE
had not completed the regression testing to ensure (at least) the installed performance had not degraded
following the changes of build standard. In particular, they would have been keen to ensure the introduction
of a new fuel computer was safe and not subject to Electro Magnetic Interference (EMI) from existing
equipment.
In the context of a new aircraft Mark, and compared with the detailed clearances in the Mk1 RTS, this
would not instil confidence in aircrew that the Mk2 was sufficiently mature. The contrast between
the two RTS, both of which were extant and in use, is startling.
16. For simplification we have only listed navigation equipment, but the same applies to Communications,
Electronic Warfare and other systems. We accept that certain Mk1 equipment would not be required post-
Mk2 conversion, but have not made any judgment except to note subsequent clearances at AL6. The
purpose of the table is to illustrate the fact that, as of June 1994, the installed performance and hence any
limitations of the aircraft equipment installed performance had not been satisfactorily assessed; hence the
status of the aircraft was immature.
17. We believe the above explains, in part, the background to the concerns expressed by the deceased
pilots regarding the Mk2 and why they formally sought retention of a Mk1. This would have been
exacerbated by virtue of the pilots having undertaken conversion training in an aircraft unrepresentative of
the final build standard, but reverting to flying Mk1 aircraft until shortly before the accident; making them
acutely aware of the differences in release conditions.
18. The Design Authority, Racal, were tasked with analysing the surviving remnants of the RNS252
(“SuperTANS”). Their report concluded that the device was working at the time of the accident, but MoD
extrapolated this basic assessment of one simple device to claim the entire navigation system was both
serviceable and accurate. This claim defies accepted systems engineering wisdom, in that;
(a) The RNS252 is a simple computer; rubbish in, rubbish out. While it may have been processing the
inputs correctly, there is no evidence the inputs themselves were correct (or correctly displayed).
(b) Racal’s testing was not conducted in a representative environment, but in a laboratory using
unvalidated and unverified techniques which were not subject to independent scrutiny. The
significance of this is that, while the RTS notes various Electro Magnetic Interference (EMI)
problems that may affect equipment accuracy, a laboratory is a benign EM environment and in no
way indicative of the conditions in the aircraft. That is, the “evidence” used by MoD in no way
reflects the actual installed performance in the aircraft; in fact, as stated above, there is
considerable doubt as to whether this installed performance was fully established by June
1994. (And if one does not know what performance should be expected, how can one state
an aircraft or system was functioning and accurate?).
19. We believe the above betrays a fundamental misunderstanding as to how systems engineering,
safety management, validation and verification works; leading to equipment being cleared for use which has
only been assessed for physical safety, not functional safety. As stated above, these are precisely the
issues raised in the Haddon-Cave Nimrod report, and cited in other recent Boards of Inquiry and/or Inquests
(e.g. Tornado, C130, Sea King).
CAR/RTS Summary
20. We believe that neither the CAR nor RTS complied with the regulations governing format or content,
lacking vital information and statements as to equipment ‘clearances’. Nor do we believe it is traceable to a
defined and maintained build standard, rendering any Safety Case or Argument invalid and/or
unverifiable. These failings extended to other vital components of the Aircraft Data Set, including Flight
Reference Cards. In short, the mandated audit trail required by the Secretary of State before CAR or RTS
can be signed did not exist at the time of the accident.
21. This is evidence not considered by ANY of the inquiries, yet is fundamental to both the airworthiness
and the ability of the aircrew to (legally) do what the MoD say they should have done. It establishes, beyond
any doubt whatsoever, that prior to the accident the airworthiness regulations had been systemically flouted,
resulting in an immature aircraft being rushed into service; all mirroring the criticisms in the Haddon-Cave
report.
22. Simply, Chinook HC2 - ZD 576 was neither demonstrably Airworthy nor Fit for Purpose and the
resultant shortcomings, exacerbated by Flt Lt Tapper’s worries about the lack of a proper icing
clearance on this mission, in the forecast weather conditions, clearly had an adverse Human Factors
impact on the aircrew.
Technical History
Engine Incidents
23. Since the introduction of the HC Mk2 into Service in Oct 93, there were at least 15 engine related
incidents in a total of 1258 flying hours; this excludes those incidents that occurred during tests associated
with the overspeed limiter checks. Of the 15 incidents, 4 are considered to have particularly serious
implications and are discussed in Appendix B. One in particular refers to RAF Odiham Incident Signal DTG
081730Z MAR 94. ZA 704 - No 2 Engine flamed out after FADEC Reversionary Switch selected during pre-
flight checks on the ground. No fault found.
24. The "no fault found" engine was then fitted to ZD 576 after the 19 May incident referred to in Appendix
B, but no comment or investigation on what had been done to confirm its serviceability came from the BoI.
Was it relevant to the accident – who knows? … but a "proper" BoI would have looked at all these issues
including the results of the other fault investigations that were taking place (and presumably completed) in
the months between the accident and the publication of their findings.
25. I do not believe that the BoI understood the implications of the illegal PTIT (PDT) in one of the four
incidents listed (see Appendix B); as evidenced by the very simplistic questioning of the technical witness on
this issue and their failure to fully follow-up what he told them. .
26. It seems that the BoI did not investigate the AAIB issues with the component attachment to the control
pallets.
27. We would respectfully invite the Minister to ascertain the facts surrounding the above issues
End of Appendix A
1. You will be aware that at Reference A we were unable to recommend CA Release for the Chinook
HC Mk2 aircraft due to unquantifiable risks associated with the unverifiable nature of the FADEC
software. However, we offered advice and proposed limitations aimed at minimising any risk
associated with unpredictable FADEC software behaviour in the event that it became operationally
necessary to use the aircraft prior to verified software becoming available. This advice assumed that
the reliability and integrity of the hardware in the engine control system was adequate, as appeared
to be the case from rig, bench, Service experience and integrity studies.
2. Since the introduction of the HC Mk2 into Service in Oct 93, we are aware of at least 15 engine
related incidents in a total of 1258 flying hours; this excludes those incidents that occurred during
tests associated with the overspeed limiter checks. Of the 15 incidents, 4 are- considered to have
particularly serious implications and are discussed below:
a. RAF Odiham Incident Signal DTG 081730Z MAR 94. ZA 704 - No 2 Engine flamed out after
FADEC Reversionary Switch selected during pre-flight checks on the ground. No fault found.
b. RAF Odiham Incident Signal DTG 281232Z AFR 94. ZA 681 - No 1 Engine rapidly shut down
after FADEC Reversionary Switch selected during pre-flight checks on the ground. No fault
found.
c. RAF Laarbruch Incident signal DTG 1309232 MAY 94. ZA 671 – Nr rose rapidly to exceed
120% after both FADEC Reversionary Switches were selected during pre-flight checks. No fault
found, but forward and aft rotor head tie bars were found to be distorted, indicating that the
overspeed limiter system had failed to function.
3. Three of the above incidents occurred on the ground during FADEC Reversionary lane checks, and
there is in place a restriction on the manual selection of Reversionary mode in flight, However, we no
longer consider this to be an adequate safeguard against the possibility of a potentially serious in-flight
incident. The Reversionary mode is a vital safety feature in a full authority digital system and as such
has to perform in a reliable and effective manner. At some stage we must expect a primary lane failure
in flight which will result in the automatic selection of "Reversionary Mode" but experience to date
suggests that the basic requisites of that system may not be met.
4. Whilst we are aware of the very considerable steps you are taking to determine the causes of these
incidents and of the ongoing investigations involving a report from HSDE, the Textron 'White Paper',
the EDS Scicon verification study and the T55 software block change proposals, I have to state that the
serious, frequent and unexplained incidents to which I have alluded, have eroded what confidence we
had in the Chinook HC Mk2 engine management system. This unease has grown despite our meeting
on 25 May. The unquantifiable risks identified at the Interim CA Release stage may not in themselves
have changed but some have become more clearly defined by events, to an extent where we now
consider the consequences of the risks and the probability of an occurrence to be unacceptable.
5. As a result of our concerns for the flight safety of the aircraft, I have regretfully taken the decision to
suspend Chinook HC Mk2 flight trials until such time as we are satisfied with the explanations for, and
solutions to, the above incidents. Furthermore, we strongly recommend that you make our concerns
known to the RAF in order that they may consider their, own position.
6. Please be assured that this decision has been taken in complete isolation from the tragic accident that
occurred on the Mull of Kintyre on 2 June, and that we remain committed to pursuing the outstanding
CA Release trials as soon as our flight safety concerns are overcome. In the meantime, we will of
course continue to provide you with whatever advice and assistance we can in your deliberations and
to help bring the outstanding investigations and studies to a satisfactory conclusion.
End of appendix B