jrenwick wrote:George,
Where does the FAA say that an alteration that changes the W&B requires a 337? If you change equipment to something that is listed in the TCDS, isn't that a minor alteration? The TCDS normally even gives you the arm and weight of each approved item as an aid in updating the W&B.
For example, when my J3's A65 engine was swapped for a C90, it required only a logbook entry, because the C90 is listed as an approved engine for a J3C-65 in the TCDS. The IA who did it also updated the weight & balance sheet to reflect the new empty weight and CG location. (There was a 337 for a change to the carb heat that was required for the C90, but no 337 for the engine swap that caused the W&B change.)
The discussion up to this point has described what constitutes a major repair or alteration. (Appdx A) Any repair/alteration that changes the aircraft wt/bal other than negligibly, is a major alteration.
Although the basis of approval for installation of the various items found in the TCDS is that certificate.... such alterations change the wt/bal if it is so noted in that certificate. Therefore such changes must be recorded and reported as required by:
FAR 43.9 Content, form, and disposition of maintenance, preventive maintenance, rebuilding, and alteration records (except inspections performed in accordance with part 91, part 125, §135.411(a)(1), and §135.419 of this chapter).
(a) Maintenance record entries. Except as provided in paragraphs (b) and (c) of this section,
each person who maintains, performs preventive maintenance, rebuilds, or alters an aircraft, airframe, aircraft engine, propeller, appliance, or component part shall make an entry in the maintenance record of that equipment containing the following information: ...
(d) In addition to the entry required by paragraph (a) of this section, major repairs and
major alterations shall be entered on a form, and the form disposed of,
in the manner prescribed in appendix B, by the person performing the work. ...
Appendix B to Part 43—Recording of Major Repairs and Major Alterations
(a) Except as provided in paragraphs (b), (c), and (d) of this appendix, each person performing a major repair or major alteration shall—
(1)
Execute FAA Form 337 at least in duplicate;
(2) Give a signed copy of that form to the aircraft owner; and
(3) Forward a copy of that form to the FAA Aircraft Registration Branch in Oklahoma City, Oklahoma, within 48 hours after the aircraft, airframe, aircraft engine, propeller, or appliance is approved for return to service.
John, are you certain that the Form 337 used to document the change to the carb does not also document the engine change? Although the definition of major alteration/repair does not specify engine changes to an alternately approved engine...such change, if it makes a wt/bal change, becomes a major alteration and requires a Form 337. If your IA documented that a wt/bal change occured, then he should have submitted a Form 337 for that change. IMHO