Helicopter capability - Defence Committee Contents


Memorandum from the Royal Aeronautical Society

SUMMARY

    — The helicopter is one of the most versatile and ubiquitous of military platforms and plays a particularly vital role in counter-insurgency warfare where UK armed forces are deployed in ungoverned space and in difficult terrain.

    — Helicopters are vital force-multipliers. Theatre forces without the tempo, mobility and reach provided by helicopters are likely to have to be larger to achieve the same aims and would operate at a higher level of risk.

    — There is a risk of procuring a number of different types of helicopters to meet a wide range of different tasks. The most affordable approach would be to optimize helicopter types across a number of roles thereby minimizing the number of fleets involved, paying particular attention to commonality of mission systems and defensive aids suites.

    — Uncertainty over the future direction of MoD procurement is creating difficulties for UK industry in meeting the needs of UK armed forces. There is too great a reliance on UORs and there is a clear need for MoD to prioritise its requirements and be prepared to take some risk against the Defence Planning Assumptions.

    — Overall, the partnering agreements between the Ministry and industry have been a success. The approach has resulted in more cost effective maintenance for the MoD centring on the integrated operational support (IOS) concept. But there seems to be growing ambiguity since the 2005 publication of the Defence Industrial Strategy over the MoD's interpretation of partnering

    — There is a specific issue in relation to self-protection of helicopter forces; the approach remains piecemeal and lacks a coherent over-arching strategy that recognises the importance of Electronic Warfare to modern theatres such as Afghanistan and the requirement to preserve on-shore the intellectual property and operational sovereignty in an area vital to self-protection.

INTRODUCTION

  1.  The Royal Aeronautical Society (RAeS) is the Learned Society for the Aerospace and Aviation community. Based in London, it has a worldwide membership of over 19,000, with over 13,000 in the UK. Its Fellows and Members represent all levels of the aeronautical community both active and retired with around a half of these as professional engineers. In addition, the Society has over 120 organisations that are members of its Corporate Partners scheme. It has Airpower and Rotary Specialist Groups, with members drawn from industry, academia and the Armed Services.

THE IMPORTANCE OF THE HELICOPTER

  2.  The helicopter, in all of its variants, has proven to be one of the most versatile and ubiquitous of military platforms. From its early roles in medical evacuation and tactical transport, the helicopter has evolved into a formidable offensive aircraft, as well has emerging as a powerful element in the provision of tactical heavy lift. The helicopter also plays an important role in para-military operations such as maritime search and rescue. The history of recent engagements by UK military forces suggests that there are never quite enough aircraft to fulfill all of the varied demands placed on the helicopter force, whether operated by Army, RAF or Royal Naval personnel. In the UK, this is supported by a world-class industrial capability centred on AgustaWestland and a history of substantial public and private sector investment in rotary-wing technology.

THE ROLE PLAYED BY HELICOPTERS ON CURRENT OPERATIONS IN IRAQ AND AFGHANISTAN

  3.  There are four distinct but overlapping helicopter roles in the type of counter-insurgency battlespace represented by Iraq and Afghanistan or, in the future, any other theatre represented by ungoverned space. In ascending order of operational capability requirements, these are as follows.

    (a) The sheer difficulty of surface transportation of personnel and material represented by challenging terrain, poor infrastructure and adverse climate makes heavy demands on airlift. Where runways are not available, helicopter lift is the only option as it is for the re-supply of small, remote enclaves.

    (b) In terms of force protection, helicopter movement of personnel in contested battlespace provides one of the few ways by which to guarantee safety in the light of insurgents' use of roadside improvised explosive devices. The same situation arose in Northern Ireland in the 1970s because of the IRA's tactical dominance of the ground where the Army needed to operate.

    (c) Attack helicopters are called-on to provide Close Air Support to troops in contact with the enemy.

    (d) Helicopters are required to penetrate tactically hostile ground, often during the conduct of a firefight, to recover wounded personnel or deliver reinforcements. This latter task is time critical and thus has to be conducted in all weathers, potentially at night, regardless of the related environmental conditions where zero visibility due to brown-out is often encountered.

  4.  Each of these roles also simultaneously contributes to the ISTAR task and, on occasions, only helicopter reconnaissance can resolve the ambiguity inherent in complex battlespace. Taken together, helicopters are vital force-multipliers. Theatre forces without the tempo, mobility and reach provided by helicopters are likely to have to be larger to achieve the same aims and would operate at a higher level of risk. This omits mention of important maritime roles in antisubmarine warfare, anti-surface warfare, maritime ISTAR and search and rescue at sea. That said, there are dangers in assuming that a helicopter is the default option for all theatre tasks. In terms of basic airlift, it is also important to recognize that, in situations where even short runways or tactical landing strips are available, light fixed wing turbo-prop aircraft have a place in the force mix. For example, the C-27J Spartan now selected for the US Army and the USAF as the Joint Cargo Aircraft operating on a triangular tactical route of typical theatre distances of a total of 600 miles costs only 12% of that of a Chinook performing the same task with the same payload. This approach also releases valuable helicopter lift for more specialist tasks.

  5.  The nature and variety of the land warfare roles defines the characteristics of the helicopters concerned in terms of lift carrying capacity, maneuverability, the ability to withstand battle damage, electronic self-protection, firepower, sensor performance and night vision capability. In seeking to meet the full spectrum of roles, there would, therefore, be a danger of creating an acquisition policy based on a number of small fleets each optimized for its specialist role. In expeditionary operations, this approach would place a heavy burden on logistic support, training and UOR development. However, it is also true that one helicopter can only be in one place at any one time so a reduction in total numbers of helicopters deployed represents a dilemma for a field commander. The alternative more affordable approach would be to optimize helicopter types across a number of roles thereby minimizing the number of fleets involved, paying particular attention to commonality of mission systems and defensive aids suites.

CURRENT AND FUTURE SIZE AND STRUCTURE OF THE UK HELICOPTER FLEET

  6.  The UK helicopter fleet has grown in a piecemeal way from legacy platforms. There are now some 10 types in service, mainly configured in small fleets that have been extensively modified. This approach is costly in terms of maintenance, obsolescence management, training and capability upgrade.

  7.  In seeking to address this problem, the UK's helicopter strategy was jeopardised with the removal of £1.3 billion from the associated programmes in the Medium Term Workstands associated with the 2005 Equipment Programme. Continued uncertainty over the strategy, particularly over the Future Medium Lift helicopter, places doubt on the UK's ability to optimise its helicopter capability across fewer, more modern types. The future programme already envisages Future Lynx, re-lifing of the legacy Sea King and Puma fleets, the UK's Search and Rescue helicopter replacement, and the Future Medium Lift competition. It is not clear that this approach is affordable.

  8.  In line with the Defence Industrial Strategy, industry needs clarity of intent on the relative priority and costs likely to be afforded to each element of the programme. In addition a stronger focus for a coherent tri-service helicopter strategy energised by a single senior (four-star) point of contact within the UK MoD (as is the case for fixed-wing fast-jet aircraft) is necessary. As it stands, helicopter operational capability is heavily reliant on UORs. Taking AgustaWestland as an example, the company has embodied 63 UORs in the UK helicopter fleet over the last five years. The equivalent figures for the first Gulf War and the Falklands War were three and one respectively. Overall, there is a clear need for MoD to prioritise its requirements and be prepared to take some risk against the Defence Planning Assumptions.

CURRENT PROCUREMENT AND MAINTENANCE PROJECTS

  9.  The Defence Industrial Strategy and the Strategic Partnering Agreement (SPA) in 2006 with AgustaWestland now provides an example of the way in which joint MoD-industry planning and maintenance activity is optimising availability of the UK's helicopter fleets This has resulted in more cost effective maintenance for the MoD centring on the integrated operational support (IOS) concept.. Under this regime, AgustaWestland is incentivised to achieve high levels of aircraft availability and fixed maintenance costs, with more of the risk being taken on by industry than in the past. It also means that industry has to be willing to absorb the risk inherent if past MoD practice has embraced economies in aircraft maintenance or husbandry,

  10.  Partnering also extends to the acquisition of new platforms. In the case of the Future Lynx helicopter, AgustaWestland adjusted the required funding profile to match the MoD resources available thus taking-on additional financial risk. A similar partnering approach is being applied to incremental capability upgrade to existing helicopters where these offer significant performance advantages at low risk. Recent examples are the integration of the Modernised Target Acquisition and Designation System (MTADS) to the Apache and Carson rotor blades to the Sea King. In this latter case, the flexibility of the arrangement allowed the MoD to specify a rotor blade manufactured by a competitor to be fitted under the IOS process. In spite of these successes, there seems to be growing ambiguity since the 2005 publication of the Defence Industrial Strategy over the MoD's interpretation of partnering.

THE SUPPORT STRUCTURE UNDERPINNING HELICOPTER OPERATIONS

  11.  In terms of self-protection, situational awareness and lethality, there is much commonality between fixed-wing fast-jet aircraft and helicopters in the way these elements of capability are generated. As an example, SELEX Galileo has collaborated with the MoD to develop the integrated suites of defensive aids equipments that provide a superior level of self-protection for platforms operating in the most hostile environments. Drawing on their long history in fixed-wing combat aircraft systems, they have applied the development of this technology to helicopters, particularly in the HIDAS self-protection suite for the UK's the Apache AH Mk1 Attack Helicopter.

  12.  The efficacy of this system has been operationally proven in Afghanistan and enjoys a high level of crew confidence. As a result, the company funded a series of studies into the cost benefits of a holistic approach to the provision and support of Defensive Aids across the UK helicopter fleet leading to an initiative known as DAS Coherency. This offers the advantages of a cost effective route to enhanced operational capability by adopting a "fitted for—not with" philosophy, generating larger production runs and hence economies of scale, savings in Through Life Cost, and better exploitation of investment. This concept was applied to the Future Lynx programme resulting in the same DAS architecture as UK Apache, and common equipment fit with other UK helicopters. This, in turn, yields a common requirement for mission support, logistics and training. However, the approach remains piecemeal and lacks a coherent over-arching strategy that recognises the importance of Electronic Warfare to modern theatres such as Afghanistan and the requirement to preserve on-shore the intellectual property and operational sovereignty in an area vital to self-protection.

FINAL OBSERVATIONS

  13.  The UK military helicopter fleet makes a vital contribution to a wide range of military operations, especially in counter insurgency contexts. There is evidence that this fleet is overstretched and resources allocated to helicopter maintaining this capability now and in the future are shrinking. The Society is also concerned at the apparent absence of a "helicopter" champion in the MoD able to impose a higher level of coherence on fleet procurement and management. Finally, the Society is concerned that ambiguity in the Defence Industrial Strategy and associated Defence Technology Strategy might lead to a long term erosion of the UK's rotorcraft defence technological and industrial base.

2 April 2009





 
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Prepared 21 July 2009