I would like to thank you for posting this and taking the time to do it. Just the info I was looking for.I've been through the process twice now with two different experimental aircraft. Once because I changed the N-number and the second time because I needed to change the flight test area from the builder's east coast area to my midwest location due to a major alteration. The best way to do it is in-person. Call your nearest FSDO and tell them what you want to do and ask to speak to the inspector who will be handling it. During that phone call, (a) tell the inspector what you want to do (obtain a new Operating Limitation), (b) why you need to do it, (c) suggest your preferred test area, (d) exchange e-mail addresses and phone numbers, (e) make a future appointment to get it done, and finally (f) tell him what documents you will send him in advance and how, and encourage the inspector to call or e-mail you if he has any questions prior to the appointment. If he/she will, it's even a good idea to ask for a draft copy be faxed or e-mailed to you prior to the appointment.
Next, fax or e-mail the inspector a copy of your existing aircraft registration, airworthiness certificate, and operating limitations so he'll have something to start working with.
FSDO inspectors have a thick book of step-by-step guidelines that are very specific in how to do almost everything they do. Do your homework and know the airspace where you are requesting your test area. If the area you request is acceptable, that's what you'll get. If it isn't, work with them to get an area that works well for you. It can be a give-and-take discussion.
Take all your paperwork to your appointment. Most inspectors rarely do operating limitations. Expect some mistakes. Read the operating limits very carefully to ensure accuracy before you walk out of there.
1. Who picks the test area? You do, but they have to approve it.
2. Form? None. Don't bother to draft your own version. What will and will not be included is in their specific guidance. They'll prepare the draft.
3. Does it cost? No. Just your time.
4. What goes in the OL changes from time to time. If you've completed phase 1 & 2, you should still define a test area nearby in the event you need it in the future.
My FSDO issued new OL's and required me to sign them. The inspector said a new OL should be issued every time the aircraft ownership changes so the owner's signature is on the OL. I asked what reg requires that, where can I find it, and how should I know that. The answer was that it was only in their guidance documents. Unless you have a need to revise your OL, I see no need to revise them until you do (e.g., tail number change, major alteration, etc.)
Thanks again.
Tony