I. Purpose

This paper outlines the requirements that must be met by university employee pilots who use privately owned/rented aircraft in flying (FAR Part 91) on university business. Since pilots who are flying such aircraft on university business create a liability exposure for the university, the university requires pre-approval in accordance with specific standards. Pilot authorization is necessary to ensure liability protection and receive specified travel reimbursement.

II. Background

Since the early 1970s, university employees have been flying private aircraft on state business as provided under Wisconsin Statutes 20.916 (5) USE OF PRIVATE AIRPLANES:

(5) USE OF PRIVATE AIRPLANES. (a) Whenever any state agency determines that the duties of any member or employee require the use of an airplane, it may authorize him or her to charter such airplane with or without a pilot; and it may authorize any member or employe to use his or her personal airplane and reimburse him or her for such use at a rate set biennially by the department of employment relations under sub. (8), subject to the approval of the joint committee on employment relations. Such reimbursement shall be made upon the certification of the amount by the head of the state agency to the department of administration.

Within the University System, System Risk Management (SRM) office approves the flying status of all pilots after verifying their compliance with required qualifications, competencies, and currencies. This approval is with respect to FAR Part 91 flying only.

Utilizing private aircraft for university business usually results in saving the university money while providing the employee with savings in time and frustration. The use of private planes is also beneficial when an assigned task involves going to locations that are not serviced by commercial flights. In addition, there are university courses which include flight in a private aircraft as part of the learning experience.

To assure that pilots who fly privately owned/rented aircraft on university business are qualified, a list of qualifications has been developed. These qualifications will be used by the SRM in their annual screening of all employees who want to fly private aircraft in accordance with Part Far 91 as part of their employment duties. The qualifications of each pilot will be examined annually in accordance with the following procedures:

A. In March of each year, the attached memo and the Pilot Approval forms will be sent out by the SRM to all known institution pilots. In cases where a pilot has previously completed a pilot history form, a copy will be sent to the pilots for verification and updating.

B. SRM will forward all forms to the UW Aviation Consultant for professional evaluation. The forms will then be returned to SRM for final approval. Technical, aviation-related questions should be directed to the current System Aviation Consultant, Daniel G. Dudley, P.E. at (608) 263-2359. Procedural questions should be directed to SRM at (608) 263-4381.

C. SRM will forward a list of the approved pilots to the institution risk manager, preaudit supervisors and travel auditors for reimbursement purposes.

D. Attached are the current forms that are sent to pilots seeking approval. The forms include the pilot history data, pilot questionnaire and operational and flight rules.

Forms