W3BE'S BE Informed!
No. 71 Where's The Rule?
 

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BE Informed No. 71

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Where’s The Rule?

John B. Johnston, W3BE

Q.  Our club has several members who hold Technician Class operator licenses and are studying to upgrade to General Class.  Can we allow them to operate on more than their tiny Tech 10 meter HF segment in the upcoming DX phone contest as long as there is a control operator present?

   A.  Heretofore, the answer would have been the unequivocal: No, they should first earn those privileges by upgrading their operational and technical skills to that of the higher class operator.”  That was the basis of a 1960s era incentive licensing rule making.  Nowadays, however, the practice of persons enjoying higher class control operator privileges without passing the required examination is obviously gaining momentum in places where the FCC regulates our amateur service.  The objective is apparently to enlarge the ULS data base by encouraging people to experience talking over ham radio.  If it is to their liking, they 1) engage in a phone operation apprenticeship; 2) purchase some import radios, antennas, etc.; 3) get a call sign; and then hopefully 4) learn something about amateur radio from veteran hams over the air.   

   Q.  Where’s the rule that authorizes such a major change?

   A.  There is the mystery.  Many of the questions are about Field Day GOTA Rule 4.1.1.3, which says:  As per FCC rules, this station must have a valid control operator present if operating beyond the license privileges of the participant using the station.  GOTA rule 4.1.1.2 says that a GOTA station may be operated by any person licensed since the previous Field Day, regardless of license class.  Non-licensed persons may participate under the direct supervision of an appropriate control operator.  Field Day 2011 rule 4.1.1, moreover, says that a GOTA station may operate on any HF or VHF Field Day band. These Field Day Rules, however, do not cite any such FCC rule upon which they proclaim to be based.  Nor does Part 97 mention anyone being authorized to operate an amateur station, other than in the context of the control operator.  Section 97.7(a), moreover, says that when transmitting, each amateur station must have a control operator. 

   Our regulator is obligated under Article 25 of the international Radio Regulations.  Therein, Section I Amateur Service 25.6 2) says that administrations shall verify the operational and technical qualifications of any person wishing to operate an amateur station. Guidance for standards of competence may be found in the most recent version of Recommendation ITU-R M.1544. (WRC-03).  The FCC has delegated the responsibility to our amateur service community for determining what it is that the examinee should know in order to perform properly the duties of an amateur service licensee.  It is embodied in some 1600 questions contained in three pools maintained by our 14 Volunteer Examiner Coordinators.  Read Section 97.523. 

   Note that the international authorities concerns go far beyond those of simply operating an amateur station; they expect verification for those even wishing to do so.

   Q.  What, then, is the basis for GOTA Rule 4.1.1.3?

   There are three possibilities:  First, a Third Party Message-Stating Participant conjecture may come from a partial reading of Section 97.115.  That FCC rule, however, carries a lot of conditions omitted from GOTA Rule 4.1.1.3.  There is much more to it than the control operator simply being present.  Read BE Informed No. 7. 

   The second possibility is the VPOD (verbalizing person or device) theory, but that is based upon what the rules do not say.  Thirdly, even though they provide exception to the entire Part 97, providing emergency communications Section 97.403 and Section 97.405 do not appear to be the basis for GOTA Rule 4.1.1.3.

   So, unless and until the basis for GOTA Rule 4.1.1.3 is explained satisfactorily, your club should not make it possible for non- and under-licensed persons to operate your amateur station. 

   Q.  Allowing non-licensed and under-licensed people to get on the air is a great way to bring new people into the hobby on the path toward taking the exam and upgrading. It is also totally legal as I read the rules.  I have had probably several thousand cub scouts speak over my radio and we have had hundreds of hams and unlicensed people operate our club’s FD GOTA station. In none of these instances is there any aspect that suggests to the individual that this is a way to avoid taking a license exam. It is also great publicity for amateur radio, educating the public as to what ham radio is all about, even if the individuals do not go on to get licenses. We have had many high level government folks speak over our radios at field day, and I feel that the educating them is invaluable to the sustenance of the amateur service.

   A.  Enlarging the licensee data base may be advantageous for some; maintaining a high level of licensee competencies is advantageous for all.  There is considerable disparity between someone speaking over your radio and someone operating it.  Interchanging those terms seems to be one source of much of the confusion.  It is often the cause of the many questions from those in our amateur service community that advocate compliance.  They are asking for that missing link to the claimed enabling FCC rules.  You should share with our amateur service community, and your high level government officials, your enlightened legal reading of our regulator’s rules that enable non- and under-licensed person to operate amateur stations.

   Q.  Opportunities for non-licensed and under-licensed folks to speak over the radio are very special situations. (GOTA rules even forbid the same person to do GOTA a second year). I know of no individual ham or ham club willing to provide control operators for people who want to operate regularly, but who do not want to get a license. However, there are many (thank goodness) who are willing to allow young people and newcomers to have the experience of amateur radio under the supervision of a properly licensed ham. Likewise, I have trouble believing that anyone interested enough to want to operate regularly would be satisfied with a situation where they had to seek out licensed ham every time they want to operate.

   A.  That could become problem as non- and under-licensed operators grow more commonplace, they eventually might not bother to seek out a qualified control operator.  

   Q. “Speaking over the radio,” “get on the air,” “operating,” “using the station,” etc., are just code words for unauthorized apprentice control operators.  Some people use those terms to avoid calling it by its right name:  third party communication so as to ignore the requirements of, and exploit, Section 97.115.

   A.  That could be the explanation; that rule provides our safeguards.  Those other terms are not used in the rules.  Any person speaking over amateur radio compliantly is either:

       1) the station control operator,

       2) a third party message-stating participant,

       3) a VPOD,

       4) a person using the station as the only means of radiocommunication at his or her disposal to provide essential communication needs in connection with the immediate safety of human life and immediate protection of property when normal communication systems are not available, or

       5) a person using the station when in distress to attract attention, make known its condition and location, and obtain assistance or assisting a station in distress.

   Q.  Which are the rules that authorize us to allow a non-or under license person to speak over our club station?

   A.  Under Section 97.115, your station is authorized to transmit messages for a third party to any station within the jurisdiction of the United States and to any station within the jurisdiction of any foreign government whose administration has made arrangements with the United States to allow amateur stations to be used for transmitting international communications on behalf of third parties. 

   Section 97.115(b), moreover, authorizes the third party to participate in stating the message where the SCO is present at the control point and is continuously monitoring and supervising the third party's participation, and the third party is not otherwise ineligible to participate in stating his or her third party message.

   Section 97.115(d) says that at the end of an exchange of international third party communications, the station must also transmit in the station identification procedure the call sign of the station with which a third party message was exchanged.   

   Nothing is said about third-party operating.

   Q.  Who are the persons who are ineligible to be third party participants?

   A.  They are prior amateur service licensees having had serious compliance issues with our regulator.

   Q.  How can our club station SCO make that determination? 

   A.  When your third party has an FCC-issued amateur operator/primary station grant shown on the ULS, there probably is no prohibiting compliance issue.  Otherwise, the most expedient way is to require the third party to sign for, the station log, this statement (Read Section 97.115(b)):

   I certify that I am not a prior amateur service licensee whose license was revoked or not renewed after hearing and re-licensing has not taken place; suspended for less than the balance of the license term and the suspension is still in effect; suspended for the balance of the license term and re-licensing has not taken place; or surrendered for cancellation following notice of revocation, suspension or monetary forfeiture proceedings.  I am not the subject of a cease and desist order which relates to amateur service operation and which is still in effect.

   Q.  Is there any regulation requiring that we maintain the name or copy of the license of those who speak over our club station under the auspices of the SCO?

   A.  No.  You may have in mind a former rule that required keeping a record of all third party message traffic sent and received.  There should, however, be a record of the duty SCO because Section 97.103(b) says that the FCC will presume that the station licensee is also the SCO, unless documentation to the contrary is in the station records.

   Q.  Don’t the rules require that the SCO be in a position to insure that the rules are complied with?

   A.  Yes.   Section 97.109 says the SCO must be at the control point and Section 97.105 says that the SCO must ensure the immediate proper operation of the station. 

   Q.  When a visitor who is a licensed ham wants to operate as the SCO, we need to see his license. We need to record his information in the extremely remote chance that we are cited for some infraction while he or she is operating. We should go online and check to see that the license is valid.  We should also ask for some ID to insure ourselves that our visitors are who they say they are.

   A.  The SCO must establish that the person is whom he or she claims to be and is eligible to be the SCO under Section 97.7, i.e., a person for whom an amateur operator/primary station license grant appears on the ULS or who is authorized for alien reciprocal operation by Section 97.107The only certain way to verify the ULS appearance claim is to consult the ULS directly online. 

   To confirm that the person is authorized for alien reciprocal operation by Section 97.107, you must determine whether or not the person is a citizen of the United States.  If so - even when the person also holds other citizenships - he or she is ineligible for reciprocal operating authority in any place where the FCC regulates communications.     

   Next, you should consult the ULS to establish that the alien does not hold a FCC license grant.  No person holding an FCC amateur operator/primary station license grant is eligible for the reciprocal operating authority.  Then you should inspect the alien’s license document.  Under Section 97.107, it must have been issued by the alien’s government and there must be in effect a multilateral or bilateral reciprocal operating arrangement, to which the United States and the alien's government are parties, for amateur service operation on a reciprocal basis.  Consult the FCC webpage Reciprocal Arrangements for listings of the applicable countries.

   Q.  What would replace the exams?

   A.  As one reader pointed out, nothing is more important than safety of human life.  If signing a certification is the right way to determine whether the person has actually read and truly understands something as vital as the RF safety rule, it must likewise be the right way to determine whether the person has read and understands all of the rules.

    Q.  I would hate to see the exams go away.  Our sessions are enjoyable social events.  The only occasionally bad part is when an examinee must be told that he or she has failed. 

   A.  Some teams have one VE who is very good at doing that, much to the relief of everyone else.

   Q.  Our new hams are pretty creative.  They must have figured out that they can do anything they want because no one not at the control point, not even our monitors - can determine exactly who is speaking into the station microphone.  

   A.  Nor can a listener determine if there is a legitimate control operator at the control point.    

   Q.  In the spirit of the GOTA Rules, the ULS data base could be vastly enlarged with a new Apprentice Class operator license.  That would get our amateur service community back on track by bringing the rules into alignment with our current practice.  Just authorize phone privileges on all of our Amateur Extra Class analog bands.  No exams.  Just register via the Internet by checking an agree statement:

   I certify that I have read - and understood at least 74% of - the applicable rules in Parts 0, 1, 2, 17, 97 and 214 of the Commission’s Rules regarding the amateur radio service. 

   A.  That would really be something - probably nothing like amateur radio as we have known it - but still something some hams believe they want.  You should, however, rethink your operator privileges proposal; the other operator classes also want to talk on those frequency segments.  It would benefit the multi-multi phone contest stations that must sometimes run shorthanded or confine their transmissions to the lower operator class bands. 

   Just say the word if you need help drafting a Petition for Rule Making.     

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November 10, 2011

Supersedes all prior editions

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