NTSB Factual Report

1.0 HISTORY OF FLIGHT

On August 14, 2001, at 0815 mountain standard time, a MD Helicopters, Inc., 600N, N70457, collided with the ground and rolled over while maneuvering during a demonstration flight, 6 miles east of Fountain Hills, Arizona. The commercial pilot was not injured, the airline transport pilot customer and two passengers sustained minor injuries, and the helicopter was substantially damaged. Visual meteorological conditions prevailed. The flight was operated by MD Helicopters, Inc., under 14 CFR Part 91 as a sales demonstration flight. A company VFR flight plan was filed for the local area flight that departed at 0745 from Falcon Field in Mesa, Arizona.

1.1 MD Helicopters Company Pilot's Statement

In his written and oral statemens, the MD Helicopters company pilot stated that on the morning of the accident he was assigned to fly a marketing sales demonstration with the Brevard County, Florida, Mosquito Control District. The district's chief pilot was to fly the helicopter with the department director and the department mechanic riding along as passengers. Two specific demonstrations of the district's typical flight missions were to be conducted; personnel transport missions and the typical mosquito abatement aerial application control flight profile. The customer pilot flew Bell 206's currently in the department mission and had little experience with the MD products and none in the NOTAR anti-torque system. The pilot considered the customer pilot an experienced helicopter pilot.

The pilot completed the normal preflight planning operations consisting of the weight and balance computations and the performance capability of the helicopter. The departure gross weight was 4,050 pounds and the anticipated density altitude in the practice area was about 4,000 feet.

During preflight of the helicopter, the exceedance history of the helicopter was checked on the Quad indicator and the fault history verified on the engine instruments that record maintenance information. No exceedances were observed on the Master Caution Panel Lights. He had returned from a series of demonstrations in the helicopter in San Antonio, Texas, the day before, and reported that there were no write-ups on that flight and no open items prior to this departure.

After starting, he hovered the helicopter over to the turf landing area and gave the controls to the customer pilot, who then performed a series of hovering turns and takeoffs and landings to get familiar with the control responses and the NOTAR system. When both of the pilots were comfortable with the customer pilot's performance, they departed for the Sycamore Creek training area. In the training area, the customer pilot conducted a series of approaches to normal landings and some takeoffs. Following this, they performed a pinnacle landing, then a confined area landing. The passengers then deplaned and a fly over was made so the passengers could evaluate the noise signature of the helicopter.

After the passengers had reboarded the helicopter, the customer pilot wanted to evaluate the helicopter in the typical mosquito abatement aerial application flight profile he flies in the Bell 206. Principally the maneuver was a simulated aerial application pass followed by an aerial application type turn around. The pilot had the customer pilot conduct a thorough briefing on the maneuver until he understood exactly what the maneuver consisted of and what to expect. The helicopter gross weight was 3,900 pounds at this point, with the outside air temperature about 85 degrees, and the elevation of the creek bed approximately 1,500 feet msl.

The maneuver was very docile and consisted of a pass down the creek bed at 60 knots and 50 feet. The customer pilot initiated a gentle cyclic pull-up to a 10- to 15-degree nose up attitude while entering a right turn as the helicopter decelerated. At the 90-degree point in the turn, the helicopter was at 40 to 50 knots with a 30-degree or less bank angle to the right. As the nose came around in the turn, the nose tucked down to about 20 degrees below the horizon. The customer pilot did not appear to put any corrective cyclic input into the controls and the pilot took over the controls. He added near full aft cyclic to level the nose; at this point, he received a low rotor warning horn (indicating a rotor droop at 95 percent or lower). Coincident with the low rotor warning, the helicopter began a right yaw rate. He added full left pedal, but the yaw rate continued at what he described as a "slow pedal turn rate," eventually completing 4 to 6 complete revolutions. The pilot said he believes that the left pedal application had an effect on slowing the yaw rate.

At this point the helicopter began descending and he added collective. He immediately got a "power" audio warning, indicating that he was exceeding the upper power limit of the engine. The right yaw rate also increased with collective input. The pilot then modulated the collective between the low rotor warning and the excessive power warning in an attempt to both control the yaw (he still had full left pedal input in) and stop the descent. As he lowered the collective and the rotor speed began to build, the yaw would slow, but the helicopter then began descending faster. As he added collective to slow the descent, the yaw rate would increase. As the helicopter neared the ground, the yaw finally stopped; however, the helicopter was translating sideways toward a berm. The helicopter touched down on the right skid against the berm and it rolled over.

The pilot said his hands were following on the controls as the customer pilot flew, and he did not perceive any unusual control inputs. He further stated that his feet were about 1 inch from the anti-torque pedals and he did not feel any inputs from the customer pilot on the pedals.

Based on his extensive flight test experience in this helicopter, he believes that the aft cyclic input to correct the nose down pitching moment induced a rotor droop, and that the droop was the initiating event in the yaw rate onset. He was too occupied to look at the gages and does not know how low the rotor speed went. The warning is triggered at 95 percent Nr, and this is checked during each run-up before takeoff; it functioned correctly on the run-up at the factory pad before departure. The lower limit of the Nr green arc is at 90 percent.

The NOTAR anti-torque control system uses air from a pedal controlled jet thruster nozzle on the end of the tail boom to provide anti-torque control. Additional yaw control is provided by vertical stabilizers, which are largely effective only above 20 to 30 knots. Air is supplied to the thruster by a fan driven by a power takeoff shaft from the main transmission. There is a direct relationship between the speed of the main rotor and the speed of the fan. The pilot said he believes that the initial yaw onset was because the rotor drooped low enough to slow the fan below the speed which could supply the necessary air volume to the thruster to control the yaw and they were not fast enough to have any aerodynamic effect from the vertical stabilizers. Once again he stated that the left pedal input did have an effect on slowing the yaw rate, but there was just not enough air volume to fully control the yaw.

1.2 Customer Pilot's Statement

The customer pilot stated his concurrence with the MD Helicopters company pilot's statement up to the point where the helicopter began the aerial application turn. The customer pilot said his recollection was that at the 90-degree point, the nose tucked down, and the right yaw rate began immediately. He was certain that the tuck and the right yaw were simultaneous events. He said he put in nearly full aft cyclic and considerable left pedal to counteract both the tuck and the yaw rate onset, but without success in regaining control. The helicopter completed three revolutions at a slow yaw rate he estimated at 5 or 6 seconds per 90 degrees. It was at this point that the company pilot took control of the helicopter and he fully relinquished the flight controls. Near the end of the third revolution, the yaw rate had almost stopped when he saw the company pilot apply collective control. At this time, the helicopter began to spin to the right at a very fast rate that continued to ground impact. The helicopter spun 2 to 4 times. When the company pilot applied the collective, they all heard the female voice warning announce "power," and they also heard a warning horn during the spin. The rate of rotation during this second series of rotations never slowed and the helicopter hit the ground in this spin, and then rolled slowly over.

After the occupants had extricated themselves from the wreckage, the customer pilot asked the pilot what had happened. He replied to them that he didn't know what happened and added, "Maybe we should have turned to the left instead."

2.0 PERSONNEL INFORMATION

2.1 MD Helicopters Company Demonstration Pilot

According to Federal Aviation Administration (FAA) airman and medical certification records, the pilot held a commercial pilot certificate with a category rating for rotorcraft-helicopters and an instrument helicopter rating. His certificate also was endorsed for private privileges in airplanes single engine land. He also held a flight instructor certificate for helicopters. The pilot's most recent second-class medical certificate was issued without limitations on September 28, 2000.

The pilot is a former US Army rotorcraft aviator with 21 years on active duty in various flight assignments. During his time in the Army, the pilot accrued several thousand hours in various helicopter types including the OH-58, the UH-1 series, the AH-64, and the OH-6. According to the pilot and MD Helicopters company records, the pilot had accrued a total time in rotorcraft of 9,100 hours, with about 370 in the model 600N. The pilot's total experience as a flight instructor was given as 5,000 hours, with 100 hours of dual instruction given in the model 600N.

The pilot reported that his duties with the company consisted of customer demonstration flights, production test flights, and some research and development test flights.

2.2 Customer Pilot

The customer pilot was the chief pilot with the Brevard County, Florida, Mosquito Control District. According to FAA airman and medical certification records, the pilot held an airline transport pilot certificate with category ratings for rotorcraft-helicopters and airplanes single and multiengine land. His certificate was endorsed with a type rating in the Bell 206 helicopter. He also held a flight instructor certificate for helicopters and airplanes single and multiengine land, and instruments for both airplanes and helicopters. The pilot's most recent first-class medical certificate was issued on October 9, 2000, with the limitation that correcting lenses be worn while exercising the privileges of his airman certificates.

According to the customer pilot's statement, his total flight experience consists of 5,300 hours, of which 3,000 were accrued in helicopters with 2,500 total hours in agricultural application mission flights. The pilot did not have any prior experience with NOTAR anti-torque control system equipped helicopters.

3.0 AIRCRAFT INFORMATION

The model 600N helicopter, serial number RN057 was owned and operated by MD Helicopters, Inc., under a Special Airworthiness Certificate in the Experimental category for the purposes of research and development, show regulatory compliance, and for market survey flights. A copy of the airworthiness certificate and the accompanying operating limitation letter is contained in the docket for this accident. Review of the helicopter's maintenance logbooks, the maintenance work orders from MD Helicopters, and, the flight department engineering flight test record sheets disclosed that it had accrued a total time in service of 361 hours. The most recent 100-hour/annual inspection was completed on April 13, 2001, 47 hours prior to the accident. At the time of departure on the accident flight, there were no unresolved maintenance discrepancies.

3.2 DESCRIPTION OF THE 500N HELICOPTER AND THE NOTAR SYSTEM

3.2.1 General

The MD Helicopters, Inc., 520N helicopter is a single piloted, five place, turbine powered, skid configured, rotary-wing aircraft constructed primarily of aluminum alloy, while the tailboom and thruster are primarily constructed of graphite composite. The main rotor is a fully articulated, five-bladed system, with antitorque and directional control provided by the NOTAR system. The NOTAR system is a design in which helicopter anti-torque and directional control is markedly different than conventionally designed tail rotor configured helicopters.

The NOTAR system comprises the following subsystems: a NOTAR fan assembly; a circulation control tailboom; a direct-jet variable thruster assembly at the end of the tailboom; and two vertical stabilizers affixed to a horizontal stabilizer in an H-tail configuration.

Power from the Allison Model 250-C20R turbine engine is transmitted through the main drive shaft to the main rotor transmission, through an intermediate drive shaft to the NOTAR fan transmission, and through a NOTAR fan drive shaft to the NOTAR fan assembly. The NOTAR fan drive system also includes the fan support shaft and the fan support bearing. The NOTAR fan transmission increases the input shaft speed to a constant operating speed of 5,388 revolutions per minute (rpm) to drive the NOTAR fan assembly.

The NOTAR fan assembly provides for an air circulation control system within the tail boom that is designed to function as an anti-torque device. The high volume, high pressure air is directed tangentially downward through two rows of four horizontal slots along the right side of the tail boom and mixes with main rotor downwash, accelerating the resulting attached boundary layer flow over the curved contour of the tailboom (referred to as the Coanda effect). The accelerated flow creates a low-pressure region that results in right, lateral lift to provide some anti-torque moment, the remainder of which is provided by the direct-jet variable thruster.

The direct-jet variable thruster assembly and the vertical stabilizers provide additional anti-torque moment, and directional control of the helicopter. The direct-jet variable thruster uses NOTAR fan pressurized air, exiting through nozzles on either side of the tail boom, to provide directional control. The direct-jet thruster provides all of the required directional control for hover and low speed flight. The fully moving, left vertical stabilizer provides directional control of the helicopter in forward flight where the control surface can produce lateral lift, unloading the requirement for directional control from the direct-jet variable thruster. The fully moving, right vertical stabilizer is controlled by the Yaw Stability Augmentation System (YSAS), which is designed to enhance the flying qualities of the helicopter in forward flight. The aircraft is capable of controlled flight with the YSAS disabled.

According to MDHI, the effective translational lift speed is 17 knots.

3.2.2 Mechanical Control of the NOTAR System

Conventional directional control pedals at the pilot and copilot stations work through a bellcrank splitter assembly to simultaneously control the collective blade angles of the NOTAR fan assembly, the direct-jet variable thruster, and the left vertical stabilizer. Push-pull tubes transmit directional pedal control displacement from the splitter assembly to the NOTAR fan blade pitch change mechanism. The pitch change mechanism ensures all of the thirteen NOTAR fan blades collectively change by the same amount of commanded pitch.

The longest push-pull tube, the aft tube assembly, is installed through the center of the rotating NOTAR fan drive system. The aft tube assembly does not rotate, and it is restrained at both ends. The forward end of the aft tube assembly is fitted with a 2.0 in. splined shaft that is free to slide axially through a splined tube support installed on the front housing of the NOTAR fan transm

NTSB Probable Cause

the manufacturer's pilot's failure to maintain yaw control and main rotor speed while recovering from an unusual attitude induced by the customer pilot's inadequate control inputs while maneuvering at low altitude. The manufacturer's pilot's inadequate supervision of the flight is also causal. A factor in the accident was the customer pilot's lack a familiarity with the NOTAR yaw control system.