This proposal outlines safety program development and management for Zulu Air, covering initial manual development through active program management, including employee training, regulatory alignment, and continuous improvement.

The FAA's final rule expanding 14 CFR Part 5 SMS requirements to Part 135 operators carries a compliance deadline of May 28, 2027. I can have Zulu Air's SMS developed, implemented, and compliant prior to that deadline, including submission of the required declaration of compliance to the FAA.

Several items in this proposal include information-gathering requests I will need from you prior to or at the start of engagement. These are flagged throughout.
Scope of Services

1. Safety Management System (SMS)

A compliant SMS is the foundation of your safety program. Required documentation is the starting point for standing up the operational infrastructure needed to run an effective, compliant SMS.

DeliverableDescription
Safety Policy Development / RefinementDevelopment of a new Safety Policy or review and refinement of an existing one, establishing documented safety objectives, accountable executive commitment, non-punitive reporting commitment, and resource allocation as required under 14 CFR Part 5.
SMS Manual DevelopmentAuthorship of your SMS Manual (or revision of existing) covering policy, organizational structure, roles and responsibilities, hazard identification, risk management, safety assurance, and safety promotion.
Hazard Reporting System SetupConfiguration and deployment of a confidential employee hazard and incident reporting system appropriate to your operation. Recommended platform: JetInsight Safety ($100/tail/month add-on to current JetInsight subscription).
Management of Change (MOC) Setup and ManagementDocumented MOC process, supporting forms, and ongoing coordination to ensure operational changes are assessed for safety impact before implementation.

2. Internal Evaluation Program (IEP)

The IEP provides structured, recurring self-audit capability to verify that your operation conforms to its own standards and applicable regulations. IEP is a core requirement for third-party safety ratings including ARGUS Gold.

DeliverableDescription
IEP Manual DevelopmentAuthorship of a standalone IEP Manual covering program purpose, audit methodology, evaluator qualifications, recordkeeping, and corrective action integration.
Audit ChecklistsDevelopment of operations-specific audit checklists covering flight operations, maintenance interface, dispatch, training, and ground handling as applicable.
CAPA Tracking ProgramImplementation of a Corrective and Preventive Action tracking system to document findings, assign ownership, set due dates, and verify closure.

3. Hazard Communication (HazCom) Program

Your HazCom program ensures employees who handle hazardous materials are informed, trained, and protected in compliance with OSHA's Hazard Communication Standard (29 CFR 1910.1200).

DeliverableDescription
HazCom Manual DevelopmentAuthorship of a HazCom Manual covering program scope, chemical inventory management, labeling requirements, SDS access and maintenance, and employee training requirements.
Chemical Inventory and Hazard IdentificationInventory and classification of hazardous chemicals present in your operation (fuels, lubricants, cleaning products, and other materials as applicable).
SDS Library Build-OutCompilation and organization of all applicable Safety Data Sheets into an accessible, maintained library with a documented update process.
SDS Access SystemSetup of a reliable, readily accessible SDS solution for all covered employees on all shifts.
Information needed: Please describe your current process for managing Safety Data Sheets — how employees access them, who maintains the library, and whether a system is currently in place. This will shape the scope and approach for this component.

4. Emergency Response Program (ERP)

An Emergency Response Program is essential for operational continuity in the event of a critical event. This program covers manual development, company training, Emergency Response Team training, and exercises.

DeliverableDescription
ERP Manual DevelopmentAuthorship (or revision of existing) ERP Manual covering structure, notification procedures, family assistance protocols, media and communications, go-team activation, regulatory notifications, and recovery operations.
Training Program Setup and TrackingDevelopment of a role-specific training curriculum for all ERP participants, including a tracking system for initial and recurrent training completion.
Emergency Response Team (ERT) TrainingFacilitation of structured training for designated ERT members covering their specific roles, go-kits, communication trees, and coordination with external agencies.
Drills and ExercisesDesign and facilitation of ERP exercises including tabletop and/or functional drills, after-action reviews, and improvement actions. Frequency TBD — annual at minimum.

5. Quarterly Safety Review Board

A formal Safety Review Board ensures executive-level visibility into safety performance, hazard trends, corrective actions, and program health on a regular cadence.

6. Safety Performance Indicators (SPI) Setup and Monitoring

Safety Performance Indicators provide measurable, data-driven insight into the health of your safety program.

7. Annual Safety Standdown Event

A minimum of one annual Safety Standdown event is recommended, covering the prior year's safety performance, lessons learned, program updates, and upcoming focus areas.

If your organization currently holds any in-person all-hands or company-wide events, Safety Standdowns can be aligned with your existing schedule where possible.

8. JetInsight Platform Access

To provide effective program management and compliance tracking, I will need access to your JetInsight account, enabling alignment of safety program activity with your operational data, scheduling, and crew records.

9. Training Manual (Pending Input)

Depending on your current documentation, Training Manual support or revision may be included in this engagement.

Training Manual revision support can be added to scope if needed. Please share a current copy if one exists.

10. General Operations Manual (GOM) Review

A thorough understanding of your existing GOM is essential to ensuring all safety program documentation developed is consistent with your approved operational policies and procedures.

Please provide a current copy of your GOM prior to the start of engagement. All manuals and program documents will be cross-referenced against your GOM to ensure alignment. Revision support available as needed.
Optional Client-Facing Deliverables

In addition to the operational infrastructure above, the following deliverables can be made available to communicate your safety commitment to stakeholders.

DeliverableDescription
Safety Program Summary SheetOne-to-two page document summarizing your safety program in plain language. Ideal as a leave-behind for charter clients, partner audits, and promotional engagements. Formatted to Zulu Air brand and style preferences.
Safety Web Page MockupA custom-designed mockup of a Safety page for your company website, ready to hand off to your web developer. Includes layout, section structure, sample copy, and optional HTML prototype for developer handoff.
These deliverables are optional and can be scoped separately on an as-needed basis.
Ongoing Program Management

Beyond initial development, I provide active, continuous management of your safety program. The table below summarizes recurring activities by frequency.

FrequencyActivity
Ongoing / As NeededHazard report intake, processing, review, and feedback; MOC coordination; Safety Risk Profile (SRP) upkeep; CAPA monitoring; SDS library updates; JetInsight oversight
MonthlySPI data collection and trend analysis; reporting system review; open action item follow-up
QuarterlySafety Review Board meeting facilitation and documentation; SPI summary reporting; IEP audit cycle coordination
SemiannuallyERP drill and exercise design and facilitation; after-action review and CAPA issuance
AnnuallySafety Standdown event coordination and facilitation; full program review; manual currency review and updates
Frequency can be tailored to your operational needs for some items.
Investment

This engagement is structured as an independent contractor arrangement with a single flat monthly rate covering both the program build-out and ongoing management. There is no separate project fee — the rate is consistent from day one, reflecting the steady, cumulative nature of building a safety program alongside an active operation.

Safety Policy Development / Implementation / Continuous Improvement
SMS Manual Development, Revisions, and Implementation
SMS Reporting System Implementation
SMS Training Program Development and Implementation
MOC Setup and Management
IEP Manual Development
IEP Checklists and CAPA System Setup and Management
OSHA Employee Injury Tracking System Setup and Management
HazCom Manual Development
HazCom Inventory, Library, and SDS Access Setup and Management
ERP Manual Development and Revisions
ERP Training Program and ERT Training Setup
SPI Framework Setup and Monthly Monitoring
GOM Review and Cross-Reference
Safety Standdown Events (minimum 1 per year)
Quarterly Safety Review Board Meetings (4 per year)
External Audit Support, Scheduling, Coordination, and CA Management
Ad Hoc Projects Supporting Company Safety and Operational Excellence
Monthly Retainer     $6,000 / month

Travel, lodging, and out-of-pocket expenses for in-person events and any additional services billed at cost. A Statement of Work will be issued prior to commencement.

A Note on Approach

My approach is practical, direct, and collaborative. I work best when integrated into an operation. The programs I build are designed to be usable, not just auditable, and I stay involved to make sure they continuously perform and produce desired outcomes.

Beyond the core safety program scope, I am happy to support with a broader range of operational projects on an ad hoc basis: manuals, document control system development, communication system design, cross-functional process work, and other projects as requested. The goal is a fully implemented, compliant safety program that the team believes in and that is a genuine, productive fit for Zulu Air.