Part 135 SMS Manual Template, 14 CFR Part 5 Safety Management System Kit, Hazard Log Risk Matrix Excel, Aviation Operator Word Template

IMPORTANT: TEMPLATE ONLY. This kit is not FAA-approved or FAA-accepted and is not endorsed by the FAA. Buying or filling it in does not make you compliant. You are responsible for tailoring it to your actual operation and for compliance. Not legal advice.

Build your 14 CFR Part 5 Safety Management System from a structured, editable starting point instead of a blank page. Made for small and single-pilot Part 135 operators.

Under 14 CFR 5.9(a), existing Part 135 certificate holders must develop and implement a Part 5 SMS and submit a declaration of compliance to the FAA no later than May 28, 2027.

WHAT'S INSIDE
• SMS Manual Template (Word .docx): organized by Part 5 subpart (A-F): safety policy, safety risk management, safety assurance, safety promotion, documentation and records, plus a declaration of compliance chapter. Yellow [placeholders] for your details, guidance notes citing FAA AC 120-92D, a Part 5 cross-reference table, and fill-in appendices: safety report form, SRM worksheet, ERP quick reference, training record, communication log, and a declaration of compliance template.
• Hazard Log & Risk Matrix (Excel / Google Sheets): pick severity and likelihood and the initial and residual risk calculate from your matrix. Shows who may accept each risk, the next review date, and flags for overdue controls or missing acceptance. Includes a 5x5 matrix adapted from the sample in AC 120-92D Table 3-1 (editable), safety performance indicators, and a dashboard.
• Compliance Checklist & Timeline (Excel / Google Sheets): a Part 5 crosswalk with status and % complete, a single-pilot toggle that marks the 13 requirements excepted by 14 CFR 5.9(e) as N/A, a 5.97 records checklist with retain-until dates, a pre-signature declaration checklist, and a 17-task implementation timeline that schedules itself between your start date and target date.
• Printable Records & Compliance Checklist (PDF)
• Quick-Start Guide (PDF): seven steps from planning to declaration, an example timeline, and the FAA sources used.

BASED ON PUBLIC FAA SOURCES
14 CFR Part 5; FAA AC 120-92D (Safety Management Systems for Aviation Service Providers); FAA Notice N 8900.700 (now cancelled; its guidance moved to FAA Order 8900.1 Vol. 17); the FAA SMS web page. Reviewed October 2026.

WHAT YOU'LL RECEIVE
• 1 Word file (SMS-Manual-Template-Part5.docx)
• 2 Excel workbooks with sample rows plus 2 blank copies (hazard log and compliance checklist)
• 2 PDFs (Records & Compliance Checklist, Quick-Start Guide)
• Instant digital download

COMPATIBILITY
Word file: Microsoft Word (desktop recommended); also opens in Google Docs and LibreOffice. Workbooks: Microsoft Excel (desktop) and Google Sheets. Not tested in Apple Numbers or phone apps.

GOOD TO KNOW
• You still have to do the work: describe your operation, run safety risk management, collect and analyze safety data, train people, and keep records. The kit gives you the structure.
• Sample hazard rows are fictional.
• Talk to your principal inspector or responsible Flight Standards office about your plan and how to submit your declaration.
• Licensed for use by one certificate holder. Please don't share or resell the files.
• Digital download. Nothing will be shipped.