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Childrens Services (Resources) Standard Circular 33 Update ECSPB

Renfrewshire Council · 9 March 2023
Back to Education and Children's Services Policy Board — 9 March 2023 and its agenda

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To:  Education and Children’s Services Policy Board
On: 9 March 2023
___________________________________________________________________ 
Report by:  Director of Children’s Services
___________________________________________________________________ 
Heading:  Children’s Services Standard Circular 33 Update 
___________________________________________________________________
1. Summary
1.1. Children’s Services standard circulars provide schools and early learning and
childcare centres with robust and definitive guidance to protect and support
staff and children and young people. 
1.2. The update presented in this report relates to school excursions and
residential trips in respect of trip cancellations due to pandemics which are no
longer covered by the council’s travel insurance policy.
1.3. The standard circular noted below has been updated to ensure it is relevant
with current practice and arrangements.
___________________________________________________________________
2. Recommendations
2.1. The education and children’s services policy board is asked to approve an
update to Standard Circular 33, Section 17 “insurance” attached as appendix
1 to this report:
___________________________________________________________________
3. Background
3.1. Children’s Services standard circulars provide schools and early learning and
childcare centres with robust and definitive guidance to protect staff and
children and young people.
3.2. The update presented in this report relates to school excursions and
residential trips in respect of trip cancellations due to pandemics which are no
longer covered by the council’s travel insurance policy.
3.3. A summary of these updates is provided in the table below:

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Standard
Circular 
Standard Circular Name Update Required
33 Children’s Services
Educational Excursions
Last update August 2016. Document now
reflects current practice in relation to
insurance arrangements in relation to
pandemics.
___________________________________________________________________ 
Implications of this report 
1.  Financial 
Insurance processes have been updated in line with the council’s insurance
policy to reflect changes. 
2.  HR and Organisational Development
None. 
3. Community/Council Planning 
None. 
4.  Legal 
None. 
5.  Property/Assets 
None. 
6.  Information Technology 
None. 
7.  Equality and Human Rights 
The Recommendations contained within this report have been assessed in
relation to their impact on equalities and human rights. No negative impacts
on equality groups or potential for infringement of individuals’ human rights
have been identified arising from the recommendations contained in the
report because for example it is for noting only.   If required following
implementation, the actual impact of the recommendations and the
mitigating actions will be reviewed and monitored, and the results of the
assessment will be published on the Council’s website. 
8. Health and Safety
The update to these standard circulars provides schools and early learning
and childcare centres with robust and definitive guidance to protect staff and
children and young people. 
9. Procurement 
None. 
10. Risk 
None. 
11. Privacy Impact
None.

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12.  Cosla Policy Position 
None. 
13. Climate Risk 
Energy management policies to reduce carbon emissions have been updated
and information reflecting current measures to address climate change has
also been updated.   
List of Background Papers 
(a) Standard Circular 33 – Educational Excursions 18/08/2016 
The foregoing background papers will be retained within children’s services for
inspection by the public for the prescribed period of four years from the date of the
meeting.  The contact officer within the service is Laura Baillie, Resources Support
Manager, laura.baillie@renfrewshire.gov.uk 
___________________________________________________________________
Children’s Services
IT/LB
09/01/23 
Author: 
Laura Baillie, Resources Support Manager, laura.baillie@renfrewshire.gov.uk

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Appendix 1
Standard Circular 33
Revised – January 2023 
abc
Children’s Services
Cotton Street
Paisley
PA1 1LE 
Children’s Services 
Educational Excursions

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Table of Contents
Section           Page 
1. Introduction                                                      2
2. Definition of Educational Excursion      2 
3. Procedure for Arranging Educational Excursions    3
4. Mandatory Educational Excursion Planning Checklist   4
5. Roles and Responsibilities       7
6. Code of Conduct         9
7. Ratios          9
8. Supervision         10
9. Risk Assessment         11
10. Child Protection/Vetting Accompanying Adults              13
11. Equal Opportunities        13
12. First Aid          14
13. Transport          14
14. Accommodation         16
15. Medical and other needs        16
16. Financial          17
17. Insurance          17
18. Emergency / Contingency Arrangements     18
19. Reporting Accidents / Incidents       19
20. Post Excursion         19
21. Additional Information        19
22. Audit          19

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Children’s Services – Educational Excursions
1. Introduction 
This policy is designed to ensure that risks arising from excursions are minimised, so that the
safety and wellbeing of staff and pupils are protected. It is essential that excursions are
properly planned.  This policy is designed in line with the Scottish framework for safe practice
in off-site visits “Going Out There”.   
The framework is aimed to provide user friendly processes compliant with health and safety
legislation, aims to increase opportunities for children and young people to access their
learning through off-site excursions and the outdoors, improving learning outcomes for all. 
Giving more children and young people access to outdoor learning and play opportunities
provides invaluable life experiences which could not be achieved without ‘going out there’
more regularly and more frequently. 
A key feature of ’Going Out There’ is that it adopts a low bureaucracy, enabling approach to
outdoor experience and off-site excursions, reflecting step change in the approach to
educational excursions detailed in the HSE High Level Statement ‘School trips and outdoor
learning activities: Tackling the health and safety myths’.  The HSE statement makes clear
that: 
 The focus should be on how the real risks arising from such excursions are
managed rather than a focus on paperwork.
 There is a need for a proportionate and sensible approach for planning and
organising off-site activities. 
It is necessary to adopt a robust approach to planning and organising excursions whilst
at the same time ensuring that the approach is proportionate and sensible.
 
By adopting this framework establishments will benefit from being able to access an up to
date bank of generic excursion visit plans, risk assessments and operating procedures within
the Council’s RENFO site and access further support via www.goingoutthere.co.uk website. 
This will allow them to have confidence that the approach they are taking meets legal
requirements. 
 
2. Definition of a Educational Excursion 
Recognising the need for young people to be regularly involved in outdoor activity and
learning, will involve establishments taking young people off-site.  An excursion is any
excursion that is arranged by teachers or other Renfrewshire Council staff for pupils.   
This policy will apply to all excursions:-
Routine / regular excursions.
Day / evening excursions of a curricular nature.
Day / evening excursions of an extra-curricular nature.
Residential / overseas and adventure activity excursions. 
For all excursions, reference should be made to the Excursions Matrix (Appendix 1) to
establish permissions / advice required for particular types of excursions.   
Routine and regular excursions will generally be to local venues within Renfrewshire,
involve easily managed activities, happen on a regular basis and be completed within the
normal establishment times.  These may include excursions within the Renfrewshire

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Council area to include regular excursions to swimming pools, libraries, local parks and
other curriculum activities out with the establishment boundary. 
Excursions in relation to school sports (i.e. school football team) may require to be held
outwith Renfrewshire to enable fixtures with other local authorities to be accessed.  In
these circumstances only routine / regular excursions locations can be extended. 
Adventure Activities
If planning a visit where adventurous activities are included, i.e canoeing, rock climbing the
excursion leader should consider licensing requirements.  Further information is available on
the Adventure Activities Licensing Authority (AALA) website. 
Visit Leaders wishing to organise and deliver their own adventure activities should hold
relevant qualifications, prepare relevant risk assessments, ensure equipment and
supervision is in line with current advice.   For either of the above professional guidance can
be obtained from the Sports Development Team.
 
3. Procedure for Arranging Educational Excursions 
This is the mandatory procedure to be followed for all excursions.  It is essential that each
step is followed.
 
1. Approval must be sought as set out below, at the start of the planning for excursions
before any arrangements are made i.e. collecting deposits. 
2. The member of staff organising (Excursion Leader) should undertake the required steps
within the mandatory checklist (Section 4).  To include initial excursion plan and risk
assessment following the guidance in Sections 5, 6,7,8 and 9 of this policy. 
3. The Excursion Leader must seek appropriate professional advice (from Head of
Establishment / Line Manager) depending on the nature of any activities to be
undertaken i.e. residential/ overseas, adventure activities with risk to participants. 
4. The Excursion Leader must seek permission by completing form EE1 – Request for
Approval of Excursion (Appendix 2) and where appropriate form EE2 Head of Service
Approval (Request for approval involving Residential / Overseas / Adventure Activities)
(Appendix 3).  These must be submitted to the Head Teacher or designated manager
with responsibility for establishment excursions, along with supporting documentation
including initial excursion plan, risk assessment and any professional advice sought, for
approval. 
5. Once the Head of Establishment / Manager and where required Head of Service
approval has been obtained, the Excursion Leader must seek parental / carer
permission.  They should distribute appropriate Parental / Carer Agreement for the
excursion to all parents / carers. 
6. Once consent forms are returned from parents / carers the Excursion Leader must seek
advice on any medical issues / additional support needs / other needs raised with
appropriate personnel e.g. Occupational Health / Health and Safety / Additional Support
Needs Team. 
7. If the above steps, permission(s) and advice have not been obtained an excursion
cannot take place.  It is the responsibility of the Excursion Leader to leave sufficient time
for all steps to be completed, and to liaise with those required to give permission or
advice.

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4. MANDATORY EDUCATIONAL EXCURSION PLANNING CHECKLIST 
Use of the excursion planning checklist by the Excursion Leader and the undertaking of all steps on the checklist, is mandatory. 
Excursion Title      ..................................................................................  Excursion Dates   .................................................................................. 
Excursion Leader ...................................................................................
A:  Initial Preparation Date Signed Further Reference 
1. Establish process to be followed within Excursion Matrix    Appendix 1 
2. Draft relevant Excursion Plan, Risk Assessment and Parental Consent
Routine / Regular – Appendix 4
Day / Evening Excursions – Appendix 5
Residential / Overseas – Appendix 6  
As appropriate
Appendix 4
Appendix 5
Appendix 6
3.  If applicable obtain relevant professional advice.      
(e.g. Adventure Activities)  
Section 2
4.  Seek the permission and advice as set out in Policy 
(Residential / overseas excursions must be provided to HQ at earliest
opportunity but at very least 8 weeks prior to departure)  
Section 3
Appendix 1 
Appendix 2
Appendix 3 (if appropriate)
B:  Detailed Preparation – Once consent obtained Date Signed Further Reference 
1. Plan roles, responsibilities, pupil and staff numbers.    Sections 5, 6, 7, 8 and 9
2. Consider child protection implications and agree any necessary action.  Section 10
3. Plan first aid provision and responsible person.  Ensure that procedures
in place for safe carriage of medicines.  
Section 12
4. Make provisional bookings for transport, equipment, accommodation etc.   Sections 13 and 14
5. Provide initial information to parents / carers and pupils including, staff
involved, total costs, transport arrangements, activities and risks,
behaviour code of conduct.  A meeting is recommended for residential /
overseas excursions, and may be considered for other excursions.   
6. Distribute appropriate – Parent / Carer Agreement to the Excursion to all
parents / carers.  
As appropriate 
Appendix 4
Appendix 5
Appendix 6

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7. Seek advice from parent on any medical issues/ additional support needs
raised and agree any necessary action.  
Section 15
8. Plan financial arrangements including cash collection / holding.  Section 16
9. Obtain appropriate insurance information.  Section 17
10. Identify contingency and emergency arrangements, including designated
establishment base contact.  
Section 18
Appendix 8
11. Discuss class / office cover implications with member of staff responsible
for cover.  
Local Arrangements
12. Log excursion on establishment’s calendar.  Local Arrangement
13. Formalise Excursion Plan and Risk Assessment
Routine / Regular – Appendix 4
Day / Evening Excursions – Appendix 5
Residential / Overseas – Appendix 6  
Section 9
Appendix 4
Appendix 5
Appendix 6
C:  Final Preparations Date Signed Further Reference 
1. Confirm and record staff roles and responsibilities including supervision. 
Brief all staff.  
Local Arrangement
2. Confirm and record contingency and emergency contacts / procedures. 
Appoint a depute leader to take responsibility in the event of an
emergency.  Brief all staff.  
Appendix 8
3. Ensure excursion party emergency contact details, copies of travel
documents, insurance documents and medical papers left with
establishment base designated emergency contact.  
Local Arrangement
4. Confirm accommodation / travel arrangements.   Local Arrangement
5. Ensure Purchasing Card available for Residential / Overseas excursion.    Local Arrangement
6. Inform and prepare all participants on all aspects of excursion.  Meetings
are recommended for residential /overseas excursions, and should be
considered for other excursions e.g. Adventure Activities.  
Local Arrangement
7. Final excursion plan and risk assessment to be submitted to Head of
Establishment, or designated Manager with responsibility excursions.    
Local Arrangement
8. Provide the code of conduct to members of party, if required.     Section 6 
Appendix 7

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D:  At The Start of Excursion  Date Signed Further Reference 
1. Check weather forecast and road conditions.  MET Office / Traffic
Scotland Websites
2. Check and record presence of all participants and change list if
necessary.  Ensure establishment base copy is also changed.  
Local Arrangement
3. Remind participants of grouping and supervision arrangements.  Local Arrangement
4. Remind participants of contingency and emergency plans and check
understanding.    
Appendix 8
5. Check that pupils have sufficient supplies of any necessary medication
with them, e.g. inhaler for asthma.  
Appendix 15
6. Check Purchasing Card available (Residential / Overseas Excursions).  Local Arrangement
7. Check equipment.  Local Arrangement
8. Take consent forms, risk assessment, travel documents, insurance
documents and medical information on excursion. 
Local Arrangement
E:  During Excursion  Date Signed Further Reference 
1. Dynamic Risk Assessments throughout duration of excursion.   Section 9
2. Regular headcounts of pupils (in particular prior to departing / arriving at
venues / using transport).   
F:  After Excursion  Date Signed Further Reference 
1. Inform establishment base of safe return if the excursion is out with
normal daytime hours.  
Local Arrangement
2. Return resources, consent forms etc.  Local Arrangement
3. Submit accident / incident reports if necessary.  Section 19
4. Review the excursion and implement any action required on the Debrief
Form. 
Section 19
Appendix 9
5. Ensure all documentation is kept for 1 year.

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5 Roles and Responsibilities 
Employer’s Responsibilities
 Provide local authority guidelines to Heads of Establishment / Managers and  
Excursion Leaders
 Assess proposals for certain categories of excursion (Residential /
Overseas)
 Have emergency procedures in place for dealing with major incidents /
emergencies
 Ensure training needs have been addressed
 Provide access to named staff for advice
 Have appropriate insurance cover in place
 Provide access to technical advice where necessary
 Have in place procedures to monitor and review off-site excursions and activities 
Head of Establishment / Manager with responsibility for excursions 
Heads of Establishment / Managers are expected to follow and implement guidance to
ensure their responsibilities are fulfilled and that outdoor learning experiences and off-
site excursions can occur frequently and regularly and are managed safely.   
They should:
 Consider the Request for Approval of Excursion form EE1 submitted in relation
to each proposed excursion.
 Be fully conversant with the relevant Renfrewshire Council policy and take
overall responsibility for their application to each excursion.
 Ensure the excursion has suitable aims and effective ways of achieving them.
 In the instance of residential / overseas excursions, seek approval from Head
of Service, form EE2 in line with agreed timescales.
 Ensure that all staff involved in excursions are fully conversant with this policy.
 Ensure that staff involved in the excursion are competent and sufficiently
experienced.  Experience can be demonstrated, for example through
participation in an excursion of the type being planned in a role supporting an
experienced Excursion Leader.
 Ensure that roles and responsibilities of all staff involved in excursions are clearly
defined, based on the roles and responsibilities set out in this policy (i.e. first aid,
emergency procedures).
 Ensure that the proposed excursion or activity is appropriate to pupil abilities.
 Ensure that permission has been obtained and that parents / carers are informed
appropriately of all relevant information including emergency contacts, code of
conduct etc.
 Ensure that appropriate Excursion plans and risk assessments have been
completed and proportionate safety measures put in place.
 Ensure that appropriate child protection procedures are in place.
 Ensure the ratio of other accompanying adults to participants is appropriate (See
Section 7).
 Ensure arrangements have been made for the medical needs and
additional support needs of all the participants.
 Ensure the employer’s policy on the administration of medicines has been
followed.
 Ensure adequate first aid provision will be available.
 Ensure the mode of travel and travel arrangements are appropriate.
 Ensure that insurance arrangements are in line with Council policy and
procedure, and that where required parents / carers are informed of the

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insurance arrangements.
 Ensure that financial arrangements are in line with Council policy and procedure,
including cash collection and cash holding.
 Ensure there is a contingency plan, with clear lines of responsibility, which will
cover incidents such as adverse weather, travel delays including a late return
home.
 Devise an effective system to review and assess excursions. 
The Head of Establishment / Manager will retain ultimate responsibility for all excursions. 
Excursion Leader’s Responsibilities 
Excursion Leaders will consult with and seek advice and guidance from their Head of
Establishment / Manager and local authority with regard to up-to-date agreements
about practice and procedure in excursions.  They should:- 
 Undertake the mandatory steps set out in Section 3 of this policy.  Complete the
mandatory excursion planning checklist in Section 4, relevant excursion plan
and risk assessments etc. 
 Those in charge of participants have a common law duty to act as any reasonably
prudent parent would and to do their best to ensure the health and safety of
everyone in the group. 
The Excursion Leader will take responsibility during the excursion.
 
Excursion Assistant (Accompanying Adults) Responsibilities 
Excursion Assistants, including parents and carers supporting excursions as well as
volunteers working for service providers, have an important role in supporting and
enabling outdoor learning experiences and off-site excursions. They can help with the
running of an activity and be part of the supervision ratio where competent to do so.
Excursion Assistants should be carefully selected, briefed and prepared for their role. 
They should:- 
 Be aware of the excursion plan and relevant risk assessment(s).
 Understand how they can ensure the health and safety of everyone in the group.
 Only be left in sole charge of participants where it has been previously agreed
as part of the risk assessment.
 Follow the instructions of the Excursion Leader and help with control and
discipline.
 Inform the Excursion Leader if concerned about the health or safety of
participants at any time during the excursion. 
Parents’ Responsibilities 
Parents should be able to make an informed decision on whether their child should
participate in an excursion and will need to: 
 Complete consent form for agreement to the excursion and medical treatment.
 Inform the establishment if they decide to opt out.
 Confirm relevant aspects of ability and fitness of their child, and any particular
medical or other needs.
 Provide the Excursion Leader with all information requested to include emergency
contact number(s).
 Acknowledge and agree expected behaviour of their child during the excursion,

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including the Code of Conduct.
 Prepare their child for the excursion, especially when the establishment has
identified the need for different clothing, rules and eating arrangements. 
Participant’s Responsibilities: 
In agreement with parents and Excursion Leader participants will: 
 Not take unnecessary risks.
 Follow the instructions of the Excursion Leader, excursion assistants and other
supervisors including those at the venue.
 Dress and behave sensibly and responsibly.
 Be sensitive to local codes and customs.
 Look out for anything that might hurt or threaten themselves or anyone in the
group and inform the Excursion Leader, Excursion Assistant or venue
supervisor about it.
 Comply with the participants’ Code of Conduct. 
 Any participants whose behaviour may be considered inappropriate or a danger
to themselves or to the group may be stopped from going on the excursion. The
aims of the excursion for these participants should be fulfilled in other ways
wherever possible. 
6.   Code of Conduct 
The Excursion Leader must establish expectations of behaviour in advance for both
pupils and parents/carers. 
They should be informed that:
 normal establishment rules and disciplinary sanctions apply and that a high standard of
behaviour is expected.
 pupils must follow the instructions of the Excursion Leader and other supervisors
including those at the venue of the excursion.
 pupils must dress appropriately for the excursion activity. 
A written code of conduct must be put in place for residential / overseas excursions.
The Excursion Leader must make it clear to participants they must accept the
code of conduct as established in advance of the excursion. Parents/carers will be
informed they are expected to reinforce the excursion’s code of conduct with
their child. 
Parents/carers should be asked to agree the arrangements for sending a participant
home and if necessary, who should meet the cost. 
A sample code of conduct is included as Appendix 7. 
7. Ratios 
It is important to have a suitable ratio of adult supervisors to participants for any excursion.
The factors to take into consideration include:
 The participants, including Excursion Leader and Assistants.
 Previous experience (of participants and leaders).
 The venue.
 The activity.
 Getting there.

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 The time of year.
 Medical and behavioural issues. 
Supervision ratios should be appropriate for the nature and aims of the excursion, the age
and stage of the participants, and be agreed in the context of the risk assessment. 
 
The following minimum guidelines should be applied when considering adult to participant
ratios: 
1. 1 adult to 15 participants where the element of risk to be encountered is similar to that
generally encountered in daily life, e.g. excursions to museums, to the cinema etc; 
2. 1 adult to 10 participants for residential and all overseas excursions; 
3. 1 adult to 6 for very young children (pre-five settings). 
For children and young people with additional support needs, the ratio will depend on the
specific needs of the participants and ratios of 1 adult to 2 pupils will be more normal and in
some circumstances the participant will require the support of a personal assistant.
 
The Head of Establishment / Manager is ultimately responsible for ensuring and approving
the appropriate ratio of adults, including Excursion Leaders and Excursion Assistants, to
children and young people taking part.
 
8.  Supervision 
The Excursion Leader has overall responsibility for supervision during a trip. Breaks from this
responsibility during the excursion need to be clearly identified, with clear hand over
arrangements, and co-ordinated by the Excursion Leader. All adults who are in a
supervisory role have a duty of care for the group at all times. There is no break from this
responsibility during the trip. 
There are numerous methods of supervising groups and examples can be found within the
“Going Out There” toolkits but general consideration should be given to the following: 
 Establishing rendezvous points
 Carrying out regular head counts
 Wearing easily identifiable clothing
 Having a buddy system
 Splitting large groups in to smaller groups with an identified leader
 Consider if higher risk activities will need greater adult supervision for example 1-6 on
river activities, 1-3 in dinghy sailing etc. 
The risk assessment process should identify suitable levels and methods of supervision.
Consideration should be given to keeping parents informed about the supervision
arrangements. 
There may be times during an excursion where the participants come under the care of a third
party (e.g. an outdoor instructor). In these circumstances, however, it must be realised that the
Excursion Leader still retains ultimate responsibility. If any concerns arise, the Excursion Leader
should discuss them directly with the third party in the first instance and then withdraw the
group from the care of the third party if the problems are not resolved.

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Remote Supervision
Remote supervision is the term used when the leader is not directly present with participants.
Remote supervision comes in varying degrees and is used in a variety of circumstances. In
its simplest form participants may be given time to look round a museum on their own: at the
other end of the spectrum, young people may take part in wild country expeditions where
they have limited contact with their Excursion Leaders for long periods of time. 
Working without immediate supervision can help learners to develop independence and self-
reliance. When such an activity is planned the excursion leader must be confident that
learners have the appropriate skills to operate without undue risk. Training and briefing
should reflect this. 
Excursion Leaders remain responsible for participants even when not in direct contact with
them. They should not underestimate the challenges of remote supervision. It requires extra
planning and contingencies to be put in place. This should be reflected in the excursion plan
and risk assessment. 
Unaccompanied Excursions
There may be occasions when young people take part in excursions without any
accompanying leader for the entire trip (e.g. pupils attending other high schools or colleges
for classes). Before such excursions are considered, careful thought should be given to why
this is deemed to be appropriate. 
It may be considered that such an excursion is appropriate in the following circumstances: 
 It will benefit the participant’s personal development.
 It is part of a planned programme to reach an agreed outcome.
 The proposed participants are of an age commensurate with the level of self-reliance
required.
 The proposed participants are assessed to have previously displayed appropriate
behaviour.
 The proposed participants have been fully briefed with regards to what to do in the
event of delays, missed transport links, incidents or accidents etc.
 The proposed participants have been allocated a 24/7 emergency contact support
person from the organising establishment.
 The proposed participants have received skills training appropriate to the level of
self- reliance required. 
9. Risk Assessment 
The Council is responsible for health and safety and welfare at work of its employees, and has
a duty to ensure as far as is reasonably practicable, the health and safety of others.  This
includes all participants in excursions. 
Preparing Risk Assessments
Generic risk assessments provide an overview of the foreseeable risks that might be met on
an excursion with the aim of managing risks so that they are acceptable. 
Leaders should use a generic risk assessment as a starting point, and add any significant
and foreseeable risks specific to their excursion. This should take in to account:
 The aims and benefits of the excursion.
 The participants (including leaders and assistants).
 The venue.
 The activity.

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 Getting there.
 Time of year. 
Routine and Expected Excursions are by their nature low risk activities and should be quick
and easy to risk assess. Higher risk activities require more detailed risk assessments which
record how the risks will be reduced to an acceptable level. 
The findings of the risk assessment and the relevant precautions / controls, should be
agreed with and understood by all participants including Excursion Assistants (and parents
where appropriate). 
A range of generic risk assessments and sample specific risk assessments can be found in
the attached appendices and on RENFO or within the “Going Out There” website toolkits
section. 
Completed risk assessments must accompany form EE1 / EE2 and be submitted to Head of
Establishment / Manager for retention.
 
Dynamic Risk Assessment
Despite the best planning, the unexpected may happen during an excursion and Excursion
Leaders have to be prepared to change and adapt as required. Experience and training will
enable sound judgements to be made. 
The Excursion Leader and Excursion Assistants should monitor the risks throughout the
excursion and take appropriate action as necessary. This is called dynamic risk assessment
and includes knowing when and how to apply contingency plans where they are needed. It
also includes heeding advice and warnings from those with specialist expertise or local
knowledge (especially with regard to higher-risk activities). 
The actions taken as a result of dynamic risks assessment may be recorded after the excursion
so that they can inform future planning. 
Using an External Provider’s Risk Assessment
In your risk assessment preparation you can use an external provider’s risk assessment  for
the venue/activity, however, you must also prepare a risk assessment for other factors i.e.
getting to and from venue, medical needs etc. 
For example there is no need for Excursion Leaders to request copies of risk assessments
from external providers such as museums and swimming pools where there is normal public
access. However, it would be prudent to discuss safety arrangements and precautions with
the provider for activities or venues of a less routine nature.  Therefore, depending on the
nature of the excursion and activities to be undertaken the Excursion Leader needs to consider
whether they need sight of these. 
It is not necessary to ask for risk assessments from transport providers.  
 
Preparing Participants
It is good practice to prepare participants so that they understand the aims and nature of the
excursion.  Risk education is an important aspect of young people’s development and
participants should take part in planning, implementing and evaluating their own contribution
to excursions where possible. 
Consideration should be given to ensuring that participants understand:
 The nature and demands of the excursion.

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 The supervision arrangements, including which adult is responsible for them.
 The standards of behaviour expected at all times and not just during activities.
 What to do in the event of an accident / incident.
 Their role in ensuring the safety of all participants.
 The Code of Conduct. 
10.  Child Protection / Vetting Accompanying Adults 
All members of staff involved in excursions must be trained in Child Protection and be able
to follow the correct procedures.  The Excursion Leader will take the roll of Designated
Member of staff for Child Protection and will follow Renfrewshire Councils Child Protection
Procedures. 
Child protection should be considered during all risk assessments conducted in relation to
the excursion and appropriate steps put in place to minimise risks.
 
Vetting Accompanying Adults
Parents and other volunteers are often an essential part of supervision ratios. When they
assist on excursions they are called “accompanying adults”. 
The main decision that has to be made is whether an accompanying adult needs to be vetted.
The essential factor in this decision is whether the accompanying adult is doing ‘regulated
work’. This term is explained in Chapter 2 of the Disclosure Scotland guidance under
‘Protection of Vulnerable Groups’ (PVG). If an accompanying adult is carrying out regulated
work then they must be vetted. 
There is a five step assessment process in order to determine whether or not someone is
doing regulated work. This five step process must be applied in all cases. 
11. Equal Opportunities 
Equalities legislation makes it unlawful to discriminate without justification against pupils in
all aspects of school life including school excursions.  All pupils should be able to participate
in excursions and activities, irrespective of additional support, medical needs, ethnic origin,
gender, religion and belief and economic circumstance.  All young people should be
encouraged to participate in as wide a range of activities as possible. 
Legislation makes it unlawful for a disabled pupil to be less favourably treated, or put at a
substantial disadvantage, for a reason related to their disability in comparison to their non-
disabled peers without justification.  Pupils with a disability or additional support needs must
be given the opportunity to participate in excursions.  Special attention should be given to
the appropriate ratios and additional safety measures should be considered at the planning
stage.  Where a pupil cannot participate in a particular activity as a result of a disability or an
additional support need, an alternative activity of equal educational value, should be
provided.

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12. First Aid
 
First Aid must form part of the risk assessment for the excursion.  The Excursion Leader must
assess what level of First Aid might be needed.  This must take into account the medical needs
of pupils participating in the excursion as declared on the parental consent form or otherwise
disclosed to the establishment.  Provision must be made to cater for the particular needs of
pupils participating in the excursion, for example administration of epi-pen. 
The Excursion Leader must have ready access to a suitably stocked First Aid Kit.  One member
of staff accompanying the excursion must be designated as responsible for first aid.  All adults
on the excursion should know how to contact the emergency services.
 
For residential and overseas excursions a detailed risk assessment should be carried out by
the trip leader which should be discussed with the head teacher to decide on whether the
location and activities to be carried out on the trip merit a trained first aider to be present. 
Areas for consideration are detailed below: 
 the nature of the trip and activities the pupils will be taking part in;
 the country they are visiting;
 how near they are to medical facilities;
 what first aid provision is available on the site they will be visiting;
 pupils with specific medical needs; and
    requirement for administration of medicine for pupils
 
For day / evening excursions the risk must be assessed.  Factors to consider will include the
individual medical needs of participants, the length of time the excursion will last, whether the
excursion will take place in an area removed from emergency assistance. 
For day / evening excursions the risk must be assessed.  Factors to consider will include the
individual medical needs of participants, the length of time the excursion will last, whether the
excursion will take place in an area removed from emergency assistance.
 
13.  Transport 
The Excursion Leader must give careful thought to planning transport.  It is important to
ensure that the travel plan is suitable for the age and nature of the participants.
Consideration should be given to the following: 
 The length, nature and complexity of the journey and implications for supervision etc.
 Selecting the right mode(s) of transport including use of public transport.
 Using a reputable transport provider.
 Contingency plans.
 The time of year and weather.
 The needs of any participants with limited mobility. 
Service providers such as transport operators are all subject to regulation and inspection
and Excursion Leaders can use them in the same way as any member of the public. There
is no requirement to obtain risk assessments from transport providers.

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Supervision on Transport
The Excursion Leader is responsible for the party at all times including maintaining good
discipline whilst travelling, and during any unsupervised periods (e.g. motorway services,
ferries etc.). The level of supervision that is necessary should be considered as part of the
risk assessment, taking in to account:
• The age and nature of the participants.
• The mode of transport and the implications for supervising participants.
• The length, nature and complexity of the journey. 
When planning transport, consideration should be given to the following:
• Preparing participants for the journey.
• The comfort and safety of participants. 
The driver should not normally be responsible for supervision. Driver supervision may be
sufficient if a small number of participants are being taken on a short journey. 
Hiring Coaches and Buses
Excursion Leaders should use internal transport services or contractors who are within the
procurement framework of providers.   
Coaches and buses should be hired from a reputable company. Professional operators of
buses and coaches are legally required to be licensed. Compliance with the various legal
requirements is their responsibility not the hirer’s. 
When planning a long journey Excursion Leaders should ensure they agree a plan in
advance with the company, for driver hours and rest periods. 
Excursion Leaders are responsible for immediately raising any concerns over driver
behaviour (speeding, tiredness, aggressive driving, attitude etc.). If there is no satisfactory
resolution consideration has to be given to stopping the journey. 
Licences and Permits for Driving Minibuses
Excursion Leaders should refer to guidance within the Council’s Fleet Management Policy.
Drivers of any vehicle must ensure that they have the correct entitlement on their licence.
The law on driver licensing no longer permits car drivers who pass their test after 1 January
1997 to drive vehicles with more than 8 passenger seats without passing a Passenger
Carrying Vehicle PCV driving test. 
Establishment Minibus
The minibus should be properly maintained in accordance with the Council’s Fleet
Management Policy.  Although the Head of Establishment / Manager is ultimately responsible
for the establishment's minibus, the driver is responsible for the vehicle when driving it. The
minibus driver must be qualified to drive a minibus and have a valid driving licence. 
The driver should not normally be responsible for supervision. Driver supervision may be
sufficient if a small number of participants are being taken on a short journey.
 
Private Cars
Excursion Leaders and others who drive participants in their own car must ensure their
passengers' safety in line with legal requirements. This includes: 
• Ensuring that front and back passengers wear properly adjusted seat belts
• Having appropriate seating in place for children (including booster seating and

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seatbelt adjustment devices)
• Ensuring that the vehicle is roadworthy and has a valid MOT
• Ensuring that there is appropriate insurance cover for carrying the participants. This will
require cover for business purposes. (Heads of Establishment / Manager should check
this is in place) 
Anybody using their own car to transport participants should be carefully selected, and
vetted if appropriate, by the Head of Establishment / Manager. 
If using private cars to transport participants it is essential that parents are informed of
the arrangements, to enable them to make an informed decision. 
When using private cars, it is advisable that the driver is not put in a position where they are
alone with a participant. The Excursion Leader should arrange a central dropping point for
all participants rather than individual home drops.
 
14. Accommodation
In the planning stage the Excursion Leader should consider whether the accommodation:
 Fits with the aims and objectives of the excursion.
 Suits the needs and requirements of all participants (including disabled access).
 Is suitable for the gender mix of the group.
 Provides adequate security and privacy for all participants.
 Complies with appropriate safety standards for the nature of the excursion. 
Prior to the excursion the Excursion Leader should if possible / appropriate:
 Make a prior visit.
 Obtain a floor plan showing the location of the group’s rooms. Ideally the rooms should
be close together with the leaders' quarters located to enable adequate supervision.
 Allocate rooms to participants. 
On arrival the Excursion Leader should:
 Ensure all participants are aware of the lay-out of the accommodation and its fire
precautions/exits.
 Check the accommodation to ensure it is safe and fit for purpose.
 Check for any potential hazards (balconies, electrical connections, access to other
rooms etc.) and if necessary establish control measures to deal with these. Where the
hazards are extreme or cannot be managed adequately consideration has to be given
to insisting on alternative accommodation.
 Ensure all participants are aware of the system to ensure their overnight security.
 Ensure participants are aware how to obtain assistance if required during the night. 
15. Medical and other Needs, including Dietary Needs
A summary of excursion types, with recommendations regarding parental consent and medical
information, can be found in the matrix on Excursion Approval, Medical Information and
Parental Consent within Appendix 1. 
The majority of off-site excursions are a normal part of educational and other service
provision and within this policy are referred to as ‘Routine and Regular Excursions’. For this
category of trip the process of gaining consent and informing parents should be kept as
simple as possible and must not be restrictive.

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For Routine and Regular excursions, and the majority of Day Excursions, the medical
information which has been obtained at the start of an academic session (or other appropriate
point) is sufficient. As part of this, parents should have been asked to agree to the participant
receiving emergency treatment, including anaesthetic or blood transfusion, as considered
necessary by the medical authorities. 
It is recommended that for more complex excursions parents are asked to provide an update
on any medical issues as part of the trip specific consent. 
Excursion specific parental consent is usually only requested for activities or excursions that
involve a higher level of safety management. These include:
• Residential / Overseas excursions
• Adventure activities
• Hazardous environments
• Remote supervision or unaccompanied excursions 
Sample consent forms for different types excursions can be found within Appendices 4, 5
and 6. 
16.  Financial Information
All financial arrangements, including cash collection and handling, must be in accordance with:
 The Council’s Financial Regulations (Standard Circular 58)
 School Funds (Standard Circular 23) 
Further guidance or assistance is available from Children’s Services, Finance Section. 
17. Insurance
The council has various insurance policies in place which provide different types of cover, 
including travel insurance .  There is cover in place to adequately cover participants travelling
on authorised excursions organised by the Council. Individual establishments should therefore
not arrange any additional insurance in respect of participants travelling on the excursion. 
Cover is in place in relation to a range of scenarios including personal property/ money loss,
personal liability, cancellation/ curtailment/ delays, natural catastrophe, kidnap, hijack, and/ or
harm such as injury or death. Specific levels of cover should teachers be asked by any parents
for such details prior to an excursion is available from RENFO or the Insurance Section. 
Establishments must understand in relation to personal property and money that while these
items are covered by the council’s travel insurance policy, the spirit of the policy is such that
the council will only permit claims to its insurers for what is considered ‘reasonable’ in relation
to the specific trip in question. It is essential therefore that as part of the planning process for
the excursion, the establishment decides on what personal items will be permitted and the limit
of money that each pupil will be permitted to bring on the excursion and be insured for. 
Establishments must ensure that parents are made aware of the ‘approved’ items and money
limits and that if a pupil chooses to bring items or sums of money outwith what has been
approved, this is at their own risk and cannot be claimed for through the council’s travel
insurance policy.

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The Excursion Leader should ensure while travelling that they keep with them the details they
require to contact the insurers directly for any support required. 
It should be noted that since the Covid-19 pandemic, trip cancellations due to pandemics
are not covered by the council’s travel insurance policy therefore parents must be made
aware of this so they can take account of it when deciding if they wish to sign their children up
for trips or not, but additionally if any parent (not establishment), wants to independently
arrange their own travel insurance for their child (superseding the council’s travel policy), 
then they are of course at liberty to do so.
18.  Emergency / Contingency Procedures
Emergency procedures are an essential part of planning an excursion. 
Prior to departure on any excursion, information should be left with a pre-arranged
establishment based contact. This information should include:
 Group names.
 Excursion location and itinerary.
 Expected timings.
 Transport arrangements.
 Emergency contact details for participants.
 Medical information regarding participants. 
An Emergency Action Form (Appendix 8) should be completed for every excursion and
carried by the Excursion Leader.   
Establishment Based Contact
The establishment based contact has a key role in the emergency procedure. It is their role
to ensure that:
 Information regarding an excursion is kept in a secure but accessible location.
 If an excursion is returning out-with normal hours, or involves an overnight, that excursion
information is readily accessible.
 They know who to contact if an accident or incident is of a serious nature.
 They are available 24/7 throughout the duration of the excursion. 
The nature, duration and type of excursion will determine the most appropriate Establishment
Based Contact. For excursions of a longer duration or those involving higher risk activities it is
recommended that more than one Establishment Based Contact is provided. 
Immediate Action in an Emergency
In the event of an emergency the immediate priorities of the Excursion Leader or any
Leader who has to deputise for them, are to:
 Assess the situation.
 Safeguard the uninjured members of the party.
 Attend to the casualties.
 Inform the emergency services.
 Inform the establishment based contact (if not available HQ Emergency Contact).
 Continue to manage the situation to the best of their ability. 
Media / External Contact
If an incident or accident is likely to attract media attention, it is important wherever possible
that communication with the media and other external agencies is undertaken by someone
trained in this role. The following points should be considered:
• Nobody in the party should speak to the press.
• Media enquiries should be referred to Children’s Services headquarters who will liaise with the

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communications unit.
• Opportunities for external agencies to get access to group members and leaders
should be minimised.
• Group members should be discouraged from phoning home in the immediate aftermath
of an incident - inaccurate or incomplete information might cause unnecessary
speculation and anxiety.   They should also be discouraged from taking personal
photographs of accident sites.
• Casualty names should not be released externally.
• Nobody should discuss legal liability with other parties. 
19. Reporting Accidents and Incidents 
The Council’s Accident Incident Recording Database (AIRD) should be used to record all
accidents and incidents.  Any lessons learned as a result of a ‘near miss’ should be
incorporated into risk assessments and operating procedures.
 
20. Post Excursions 
A debrief form should be completed for all excursions and appropriate actions followed up
(Appendix 9). 
In the event of a serious incident where the Council’s emergency procedures have been
utilised, it would be appropriate to conduct a review of the incident and how it happened and of
how the procedures were implemented. 
The purpose of the review should be to: 
Establish the facts
Determine whether there are lessons to be learned
Provide information to parents
Exchange information with statutory investigation bodies as required e.g. police, HSE 
Manage media enquiries. 
Any lessons to be learned should be incorporated into risk assessments, operating procedures
and emergency planning arrangements. 
21.    Additional Advice / Information 
Children’s Services, Resources Support Manager
Corporate Health and Safety Team
RENFO – Risk Assessment Templates 
www.goingouthere.co.uk 
22.  Audit 
For audit purposes, following excursion documentation below should be retained for a period
of at least 6 months:- 
Mandatory Checklist
Form EE1
Form EE2
Finalised Excursion Plan
Finalised Risk Assessment

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Appendix 1 
EXCURSIONS MATRIX 
Excursion Approval, Medical Information and Parental Consent 
Type of excursion Information
provided to
parents
Medical
information
Arrangement
for consent
Authorisation of
excursion
Routine and Regular
excursions 
(Within Renfrewshire) 
N.B.  Can be extended
beyond Renfrewshire for
school sporting events
to other local authority
venues 
Refer to Appendices
2,4, 8 and 9 
Information provided
to parents:
 During induction
meetings
 Yearly parents’
meetings 
 Newsletters
 Handbook
Annual update
obtained from
parents and
retained in
establishment 
Consent given by
parents using a
consent form, which
is completed at
induction or annually 
Head of
Establishment /
Manager 
Day excursions 
Refer to Appendices 2,
5, 8 and 9 
Specific information
supplied in writing
Annual update
obtained from
parents and
retained in
establishment 
Consent given by
parents using annual
consent form or a
trip specific form 
(Specific  trip
consent is required if
the excursion will
involve adventure or
coastal activities or
will return out-with
normal hours)
Head of
Establishment /
Manager 
Residential / overseas
excursions 
Refer to Appendices 2,
3, 6, 7, 8 and 9 
Specific information
supplied in writing
and meeting with
parents if required
Provided as an
integral part of the
consent form
Trip specific consent
form required 
Head of
Establishment /
Manager
AND 
Head of Service
Approval Required 
Excursions which
include activities with
special planning
considerations 
 Adventurous
activities
 Hazardous
environments 
Guidance may be
sought from Sports
Development Team 
Refer to Appendices 2,
3, 6, 7, 8 and 9 
Specific information
supplied in writing as
determined by
excursion type
Provided as
determined by
excursion type
Consent determined
by excursion type 
Head of
Establishment /
Manager
AND 
Head of Service
Approval Required

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Appendix 2
EE1 – Request for Approval of Excursion       
This form should be completed by the Excursion Leader in charge of a proposed excursion and
submitted to the head of establishment / manager for approval at the earliest possible time.  
Day excursions may be approved by the head of establishment / manager, additional
consent/permission for residential / overseas excursions is required from Head of Service (form
EE2). 
When approval is given, a copy should be retained by the head of establishment / manager and 
Excursion Leader.  Any subsequent changes in planning, organising, staffing etc should be
communicated to the head of establishment / manager for approval.     
Not all sections will be relevant to every proposed excursion.
Name of establishment 
Excursion Leader 
1 Purpose of proposed excursion and specific educational objectives 
2 Type of Excursion (please tick one box):-
Routine / Repeat                                              □  Routine / Repeat (Sporting Event)    □
Day / Evening                                                   □
Residential / Overseas / Adventure Activity     □ (Please complete Form EE2 
(Appendix 2) if you have ticked this box)
3 Place(s) to be visited 
4 Dates and times: 
Date Leaving:  Time: 
Date returning:  Time: 
5 Numbers Participating 
Staff _________________________         
Pupils _______________________           Age Range _____________
6 Transport arrangements

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7 Name of organising company / agency (if any) 
8 Estimated cost per pupil 
9 Proposed accommodation to be used 
Name: 
Address: 
Telephone:                                                                   
10 Details of the programme of activities / travel arrangements 
11 Details of any hazardous activity and the associated planning, organisation and staffing
and additional insurance arrangements if required. 
12 Members of STAFF accompanying the party and specific responsibilities (eg first aid,
depute leader). 
13 Name, address and telephone number of the base / office liaison officer (ie contact person
in the home area) who will hold copy information about the excursion 
14 TO THE HEAD OF ESTABLISHMENT 
I request your approval for the proposed excursion, full details of which are outlined
above. 
I confirm that if approval is given I will provide the information required in Sections15 (i)
and 15 (ii) within the appropriate timescales. 
Signed_____________________________ (Excursion Leader)   Date_______________

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15 THIS SECTION IS TO BE COMPLETED BY THE HEAD OF ESTABLISHMENT /
MANAGER 
I have studied this application and I am completely satisfied with all aspects including     
the planning, organisation and staffing. 
I am aware that I require to obtain Head of Service approval for this excursion (delete if
not appropriate). 
Approval is given to proceed with arrangements for this excursion on the understanding
that the Excursion Leader: 
i. Ensures that I have the completed Mandatory Checklist, all relevant
information including a final list of members and a detailed itinerary at least ten
working days before the party is due to leave. 
ii. Completes a debrief report (Appendix 9) as soon as possible but no later than
ten working days after the party returns. 
Signed______________________________________              Date_______________ 
Designation __________________________________ 
A copy of this form should be retained by the Head of Establishment  /
Manager;  and 
A copy submitted to 
Children’s Services, Establishment Excursions, Renfrewshire House, Cotton
Street, Paisley or by email to excursions@renfrewshire_council 
(Together with form EE2 if appropriate)

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Appendix 3
EE2 – Head of Service Approval for Excursion     
(Required only for Residential / Overseas) 
Sections 1 – 6 to be completed by Excursion Leader
1 Name of establishment 
2 Location to be visited 
3 Date of departure 
4 Date of return 
5 Numbers Participating Male Female   
A  Pupils 
B  Supervising staff 
C  Other adults 
6 Mode of travel   
To be completed by Head of Establishment / Manager
I attach copy of form EE1 for consideration  □ 
I confirm that I am agreeable to approval to be given to proceed with arrangements for this
excursion on the understanding that the Excursion Leader: 
Ensures that I have the completed Mandatory Checklist, all relevant information including a final
list of members and a detailed itinerary at least ten working days before the party is due to
leave. 
Head of Establishment / Manager Signature: ________________________________________ 
Designation :                                                   _______________________________________ 
Date:                                                               ________________________________________ 
Please send for approval to:-
Children’s Services, Renfrewshire House, Cotton Street, Paisley, PA11LE or email to 
excursions@renfrewshire.gov.uk 
This form will be returned to Head of Establishment / Manager as soon as possible.  Do not
proceed with further arrangements until this has been received. 
For HQ Use Only:    Approval is granted □  or Approval is refused □ 
Signature: ______________________________________               Date:__________________
Head of Service

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Appendix 4
TEMPLATE - Excursion Plan for “Routine / Regular Excursions”
This is a generic Excursion Plan and provides suggestions for what should be included in an Excursion Plan.
 It should give sufficient information for the Head of Establishment / Manager to approve the excursion.
 See the sample Excursion Plan for how this generic document can be used in practice 
ROUTINE EXCURSION TO  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   
Routine Excursion
Plan
approved by
Head of
Establishment  Signature  Date Date for review 
ITEMS TO BE PLANNED   Typical examples of detail to be provided
1 Information to parents/consent  provide information in induction material
 give verbal reminder to group before excursion
2 Staff visit to venue  preparatory visit to site (if appropriate)
 carry out assessment of hazards at venue
3 Staff/participant ratios  establish any factors affecting the ratio
 ratios agreed by staff team
4 Getting to the venue   how travel by vehicle will be managed
 how travel on foot will be managed
5 Equipment required   group personal clothing
 list equipment to be taken by leader
6 Managing the activity   supervision arrangements
7 Medical needs   gather medical details of participants
 carry medicines as necessary
8 Weather   obtain forecast
 change plan if necessary
9 Emergency procedures   leave list of participants left at establishment
 arrange contact person at base to be available
10 External provider (if applicable)   discuss programme to be supplied
 check provider’s insurance
11 Risk Assessment completed   see generic and specific Risk Assessments
 review Risk Assessment after excursion if necessary 
Add further items as required   List details for specific activity

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EXAMPLE - Excursion Plan for a “Routine / Regular Excursion”
This is a specific Excursion Plan. It provides an example of how an actual Excursion Plan might be prepared.
 It should give sufficient information for the Head of Establishment to approve excursions to a venue. 
ROUTINE EXCURSIONS TO:  Green  Loch Park 
Routine Excursion
approved by
Head of Establishment
J. Newton 
Signature
12.9.14 
Date
12.9.15 
Date for review 
ITEMS TO BE PLANNED   How/when this will be done
1 Information to
parents/consent 
 Parents are told at induction about excursions to Green
Loch Park as part of establishment curriculum.
 They are given an opportunity to withdraw their children
from the activity if they wish (via website / newsletter) .
 Clothing reminders are given out at each parents’ evening.
2 Staff visit to venue   The Head of Establishment and all staff have visited Green
Loch Park to risk assess the venue and plan activities    
 New staff will work alongside experienced staff to start with.   
3 Staff/participant ratios   Nursery ratio 1:5, P1-7 1:10
 The class teacher will decide if extra help is required for
specific participants or activities
4 Getting to the venue   groups will walk to the park (about 10 minutes).
 The only significant hazard is crossing Green Road. The
group will walk to the pedestrian crossing.
 Staff will wear high vis vests
5 Equipment required   The group will wear their outdoor clothing 
 Staff will carry spare clothes during the winter months
 A first aid kit will be taken
 Bags and gloves will be taken for litter  
6 Managing the activity  The only significant risk at the park is falling into the
Green Loch which is very shallow. When working in the pond
area pupils will be supervised at all times   
7 Medical needs   The class teacher will make sure that medical details are
known and that any medicines are carried
8 Weather   If there are any concerns about adverse weather a forecast
will be obtained
 The excursion will be re-arranged  if necessary or plans
adapted
9 Emergency procedures  The list of participants and activity details will be left in the
establishment office.  
 The class teacher will carry a mobile and contact the
establishment office if necessary.
 The office has been instructed to contact the Head of
Establishment if help is needed.
10 External provider (if
applicable)
 If the Rangers or other outside providers are helping out
this will be organised well in advance
 The rangers are council employees passed to work with
young people. No further checks are required.
11 Risk Assessment
completed 
 Staff completed the Risk Assessment.
 It has been discussed by the Head of Establishment and all
staff.
 New staff will be made aware of the Risk Assessment

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TEMPLATE - RISK ASSESSMENT- Routine / Regular Excursions 
DESCRIPTION  OF TASK /
ACTIVITY
Generic Risk Assessment for Routine Excursions
Routine Excursions typically involve low risk activities at venues that are regularly used by an establishment. They usually take
place in the local area.
This is a generic risk assessment identifying typical hazards and control measures.
The establishment should ensure a specific risk assessment is carried for the venues they use on a regular basis.
LOCATION 
Item What are the
hazards?
Who might be
harmed?
And how?
What are you already doing, i.e. what Control
Measures are already in place?
Do you need to do anything
else to manage this risk?
Action by
whom?
Action by
when?
Done
1 Transporting group
members by vehicle
(list specific hazards
here)
Group members Adequate staff ratio 
Set clear procedures for behaviour on transport
Monitor driving standards
Emergency procedures in place
(list specific control measures
here)   
2 Walking to venue
(list specific hazards
here)
Group members Adequate staff ratio 
Ensure staff are familiar with the route
Set clear procedures for walking as a group
Identify and manage crossing roads
Emergency procedures in place
(list specific control measures
here)                  
3 At the venue
(list specific hazards
here)
Group members Adequate staff ratio 
Ensure staff have prior knowledge of the venue
Carry out staff training for new staff
Carry out a dynamic risk assessment
Identify suitable supervision techniques 
Have a Plan B available
Emergency procedures in place
(list specific control measures
here)   
4 Adverse weather
(list specific hazards
here)
Group members Obtain weather forecast if necessary
Issue clothing advice and check before excursion
Carry spare clothing when necessary
Have a Plan B available
Emergency procedures in place
(list specific control measures
here)   
Prepared by:  Date: 
Date for review: 
Checked and Approved by:  Date:

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EXAMPLE - RISK ASSESSMENT - Routine / Regular Excursions
DESCRIPTION  OF TASK /
ACTIVITY
Loch View Primary School
Range of activities 
LOCATION Green Loch Park
Item What are the hazards? Who might
be harmed? 
And how?
What are you already doing, i.e. what Control
Measures are already in place?
Do you need to do anything else to
manage this risk?
Action
by
whom?
Action
by
when?
Done
1 Walking to venue   
Crossing Green  Rd 
Group
members
Adequate staff ratio for group
Staff are familiar with the route - use pedestrian
crossing on Green Road
Group has been briefed about how to cross in
groups with nominated staff member
Emergency procedures in place
Staff  should wear high vis vests
– these need to be bought 
JJ     Aug
2013      
2 At the venue 
Glass on ground       
Falling in pond
Group
members
Adequate staff ratio 
Staff have prior knowledge of the venue 
All new staff familiarised with venue 
Staff will check for glass at the bench area on
arrival 
Pupils will be supervised at all times around the
pond
If the pond banks are muddy and slippy staff have
a Plan B available
Emergency procedures in place    
3 Adverse weather  Group
members
Weather forecast will be obtained if necessary
Clothing to be checked before leaving
Staff will Carry spare clothing when necessary
Staff will have a Plan B available
Emergency procedures in place 
Prepared by: Whole staff team Date: 12.9.13
Date for review: 12.9.14 
Checked and Approved by: J. Newton (Head of Establishment) Date: 12.9.13

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Page 29 
EXAMPLE:  Parental Information and Consent for Routine / Regular Excursions 
For excursions of a routine nature establishments may decide to gain consent on an annual basis.
It is important to outline:
 The type of excursion that consent is being given for
 The range of activities likely to be undertaken
 Supervision arrangements
 Insurance cover 
A worked example of an annual consent letter is provided below: 
Loch View Primary School 
ANNUAL CONSENT FOR ROUTINE / REGULAR OFF-SITE EXCURSIONS 
Dear parent/guardian 
Routine off-site excursions
It is our policy to put classroom studies into “real” situations whenever possible. Our aim is to give our children
practical experience, making learning more relevant and exciting. It also keeps us all more active and gives us the
opportunity to work in small groups on a wide variety of tasks. 
Range of activities
We regularly use Moss Bank and Jake’s Field which are next to the school for younger pupils, and
walk to Green Loch Park and The Dark Wood which are no more than 10 minutes from the school with
the older classes.  We use these venues for a wide range of activities covering all areas of the
curriculum. 
Supervision arrangements
We always send several adults with each class in order to make sure they are looked after in line with our
authority’s requirements. If you are interested in becoming one of our helpers on these occasions please let us
know. 
Insurance
Anyone participating in a school excursion is automatically covered by the authority’s insurance. We can give you
a copy of this if you want to see it. 
J. Newton
Headteacher
Please complete and return the attached slip
.……………………………………………………………………………………………………………………………….. 
 I have read the information provided regarding routine off- site excursions.
 I give permission for my child to go off-site on a regular basis as part of the school curriculum and
understand that this may involve them in a wide range of activities. 
 I understand that my child will always be adequately supervised, as per the Local Authority guidelines,
and that whilst off-site they are covered by the Council’s insurance.
Name of child: 
Date of Birth: 
Name of parent/guardian:     Relationship to pupil: 
Signature:       Date:

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Appendix 5
Template - Excursion Plan for “Day Excursions”
This is a generic Excursion Plan. It provides general suggestions for what the Excursion Plan should contain.  
 It should give sufficient information for the Head of Establishment to approve the excursion. 
DAY EXCURSION TO   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .      DATE   . . . . . . . . . . . . . . . . . . . . . 
EXCURSION LEADER  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 
DEPARTURE TIME         . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  RETURN   . . . . . . . . . . . . . . . . . . . . 
ITEMS TO BE PLANNED  Typical examples of detail to be provided
1 Aims and objectives of excursion  state the aims and objectives of the excursion
2 Information to parents/consent   information letter to be sent out
 parental consent gained
3 Staff/participant ratios   list any factors affecting the ratio
 detail ratios
 list of staff on excursion
4 Venue  provide information about specific venue 
 detail any booking arrangements
 details of any preparatory excursion 
 provide details for managing group at venue
5 Travel/transport   mode of travel/transport and supervision arrangements
 name and number of transport company
 planned comfort stops and supervision arrangements
6 Participants  how are participants being prepared?
 detail training/preparatory work
 outline how behaviour, risks/hazards, supervision etc  will be
discussed with participants
8 Equipment required   list and detail arrangements for collection of any equipment
required for the activity
 First Aid kit if necessary
9 Managing the activity  supervision methods
 detail meeting times etc 
10 Medical needs   detail how medical information will be obtained/shared/carried 
 detail any specific concerns
 how will any required medication be carried?
11 Weather   arrangements for obtaining forecast if appropriate
 discuss severe weather alternative with Head of Establishment
if necessary
 alternative plans if necessary
12 First Aid provision   detail First Aid provision at the venue
 decide if First Aid trained staff member is needed
 carry First Aid kit if necessary
13 Emergency procedures  detail where participant list will be left at establishment
 name contact person at base 
 detail how staff will carry participant information (consents)
14 External provider (if applicable)  outline programme to be supplied
 establish role of external provider 
 outline handover arrangements 
 detail provider’s insurance if appropriate
15 Risk Assessment completed   see generic and specific Risk Assessments
 discuss risks with staff and participants
 review Risk Assessment after excursion if necessary 
Add further items as required  List details for specific activity
I confirm that satisfactory planning and preparation has taken place for this excursion. 
I have checked that all reasonable steps have been taken to ensure the safety and wellbeing of participants.
Day Excursion
approved by
Head of Establishment  Signature  Date

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Example - Excursion Plan for “Day Excursions”
This is a specific Excursion Plan. It provides an example of how an actual Excursion Plan might be prepared.
 It should give sufficient information for the Head of Establishment to approve the excursion. 
DAY EXCURSION TO   the National Museum of Scotland
ACTIVITY   S1 Studying Evolution 
EXCURSION LEADER  Mrs McIntyre          
ITEMS TO BE PLANNED  Typical examples of detail to be provided
1 Aims and objectives of
excursion 
 Developing the S1 Evolution topic
2 Information to
parents/consent
 A letter and consent form will be sent to parents
3 Staff/participant ratios   Ratio of 1:10  
 List of staff to be prepared by Mrs McIntyre
 Museum staff also available
 Mrs McIntyre will provide assistance for special needs
pupils as required
 Each staff member will have a list of their group
4 Venue  Venue provisionally booked for March 3rd see letter in file.
5 Travel/Transport   McBlaynes coaches provisionally booked see letter in file.
 McBlaynes 01234-987654
 No comfort stop issues – short journey
 Staff will be responsible for counting their group on the
bus
 Mrs McIntyre will do a full head count before each bus
leaves the museum 
6 Participants  S1 will be covering this topic in science before the
excursion.
 The excursion will cost £5 (school to assist as necessary –
Mrs McIntyre to arrange) 
 School uniform to be worn
8 Equipment required   Science notebooks for all pupils
 First Aid kit to be taken 
9 Managing the activity  Pupils working in small groups under supervision on
project work after lecture.
 All groups will meet at 1pm by museum entrance. 
10 Medical needs   Printout list of S1 pupils from school information 
 Miss Fraser to check medicines required and share with
staff
 Group leaders will ensure they have any medication for
their group members
11 Weather   Unlikely to be an issue for journey
 Decision to be made on day by Mrs McIntyre
12 First Aid provision   First Aid available at the venue
 Mr Morton is First Aid qualified
 First Aid kit will be taken
13 Emergency procedures  The list of participants will be left in the school office.  
 Mrs McIntyre will carry a mobile and contact the school
office if necessary.
 The office has been instructed to contact the Head of
Establishment if help is needed.

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Page 32 
ITEMS TO BE PLANNED  Typical examples of detail to be provided
14 External provider (if
applicable)
 National Museum 
 School staff present at all times
 No need to check insurance for this venue
15 Risk Assessment completed   Risk Assessment has been completed
 Behaviour and supervision will discussed with pupils
 Risk Assessment will be reviewed after excursion if
necessary
I confirm that satisfactory planning and preparation has taken place for this excursion. 
I have checked that all reasonable steps have been taken to ensure the safety and wellbeing of participants.
Day Excursion
approved by
Head of Establishment  S. Taggart
Signature 
15.1.13
Date

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Page 33 
TEMPLATE – RISK ASSESSMENT – DAY EXCURSION
DESCRIPTION  OF TASK /
ACTIVITY
Generic Risk Assessment for Day Excursions
This is a generic risk assessment identifying typical hazards and control measures.  The establishment should ensure a specific
risk assessment is carried out for each Day Excursion 
LOCATION 
Item What are the
hazards?
Who might be
harmed?
And how?
What are you already doing, i.e. what Control
Measures are already in place?
Do you need to do
anything else to
manage this risk?
Action by
whom?
Action by
when?
Done
1 Transporting group
members by vehicle
(list specific hazards
here)
Group members Adequate staff ratio 
Set clear procedures for behaviour on transport
Monitor driving standards 
2 Walking to venue
(list specific hazards
here)
Group members Adequate staff ratio 
Ensure staff are familiar with the route
Set clear procedures for walking as a group
Identify and manage crossing roads                   
3 At the venue
(list specific hazards
here)
Group members Adequate staff ratio 
Have prior knowledge of the venue if possible
Carry out a dynamic risk assessment
Identify suitable supervision techniques 
Have a Plan B available    
4 Adverse weather
(list specific hazards
here)
Group members Obtain weather forecast if necessary
Issue clothing advice and check before excursion
Carry spare clothing when necessary
Have a Plan B available    
5 External provider
(list specific hazards
here)
Group members Qualified to carry out the activity
Insured to carry out the activity
Has provided detailed and suitable programme    
6 Emergencies Group members List of participants left at establishment
List of participants carried by all staff
Medical details and medicines carried
Mobile phone carried    
Prepared by:  Date: 
Date for review: 
Checked and Approved by:  Date:

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Page 34 
EXAMPLE - RISK ASSESSMENT – Day Excursion
DESCRIPTION  OF TASK /
ACTIVITY
S1 off-site excursion 
LOCATION National Museum of Scotland
Item What are the
hazards?
Who might be
harmed? 
And how?
What are you already doing, i.e. what Control
Measures are already in place?
Do you need to do anything
else to manage this risk?
Action by
whom?
Action by
when?
Done
1 Transporting group
members by vehicle 
Managing large group 
Group members Adequate staff ratio 
Clear procedures have been set for behaviour on
transport
Monitor driving standards 
Contact  between coaches by mobile 
Head count before leaving establishment and
museum    
3 At the venue
Stairs
Balconies
Long passages
General public access
Group members Adequate staff ratio  1:10
Pupils briefed about behaviour/running
School staff have prior knowledge of the venue
Pupils have been told to stay in groups 
4 Adverse weather  Group members Obtain weather forecast if necessary
Mrs McIntyre to monitor on day    
5 External provider
Museum staff
unfamiliar with group
Group members Establishment staff will take part in the session and
will be responsible for behaviour etc    
6 Dealing with
emergencies 
Group members Experienced staff team
List of participants left at establishment
List of participants carried by all staff
Medical details and medicines carried
Mobile phone carried
Easy access to emergency services     
Prepared by: Mrs P McIntyre (Depute) Date: 9.1.13
Date for review: If used again
Checked and Approved by:  Date:

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Page 35 
EXAMPLE DAY VIST – PARENTAL INFORMATION 
Sample Primary School        
Sample Address 
Dear Parent/Guardian 
Primary 7 trip to the National Museum of Scotland 
As part of our topic this term on Scottish History we have organised an excursion to the
National Museum of Scotland in Edinburgh on Friday 1st April 2013. 
Travel will be by coach leaving at 9am and returning at 3pm. 
Your child will need to bring a packed lunch and wear school uniform.  There will also be an
opportunity to visit the museum shop so your child may wish to bring a small amount of
money (£5 maximum.) 
During the excursion we will initially be exploring the museum in small groups with an
identified adult leader but during the afternoon pupils will get the chance to revisit an area of
their choice with a partner.  A member of staff will be present in all of the areas pupils will be
given access to and clear instructions will be given about where to meet. 
All aspects of this off-site excursion are covered by Renfrewshire Council’s insurance. 
You have previously given consent for your child to take part in off-site excursions as an
integral part of their curriculum so we will assume consent unless you tell us otherwise.  If
you have any questions or concerns regarding the excursion please get in touch. 
If there is specific medical or personal information that you have not already provided, that
might affect your child during the trip, please let us know. 
We will assume that the emergency contact details you have previously provided are the
ones to use for this trip.  If this is not the case please contact the school office. 
Yours sincerely 
Head of Establishment

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Appendix 6
TEMPLATE – Excursion Plan for Residential / Overseas Excursions
This is a generic Excursion Plan. It provides general suggestions for preparing an Excursion Plan. 
 It should give sufficient information for the Head of Establishment to approve the excursion. 
RESIDENTIAL EXCURSION TO  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 
DATES     . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EXCURSION LEADER   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 
ITEMS TO BE PLANNED   Typical examples of detail to be provided
1 Aims and objectives of excursion  state the aims and objectives of the excursion
2 Information to parents/consent   provide information letter to parents
 gain parental consent in writing
 obtain current contact details from parents
3 Staff/participant ratios   establish any factors affecting the ratio
 consider any equality issues
 decide on suitable ratio
 prepare list of staff on excursion
4 Travel/transport   mode of travel/transport and supervision arrangements
 name and number of transport company
 planned comfort stops and supervision arrangements
5 Accommodation  arrangement/layout of accommodation
 overnight supervision and security
 fire evacuation procedures
 security of any money and valuables 
6 Programme   provide detailed programme
 details of supervision arrangements
7 External provider (if applicable)  ATOL and ABTA approved
 discuss programme to be supplied
 establish clear handover times and procedures
 ensure participants’ wellbeing during activity
 ensure external provider has Risk Assessments
 check provider’s insurance
8 Insurance  check excursion is covered by Employers insurance
 check external providers hold adequate insurance 
9 Participants  hold a meeting for participants
 hold a meeting for parents
 carry out training/preparatory work
 collect money
 issue clothing advice
 discuss behaviour, supervision, risks
10 Equipment required   list and collect equipment for the excursion
 carry First Aid kit 
11 Medical needs   gather  up-to-date medical details of participants
 take list of medical details on excursion
 carry medicines as required
12 Weather   travel risks
 obtain forecast close to excursion date
 discuss severe weather alternative with Head of Establishment
if necessary
 change plans if necessary
13 First Aid provision   establish if First Aid is available at the venue
 decide if First Aid qualification is needed
 carry First Aid kit 
14 Emergency procedures    leave list of participants at establishment
 arrange 24/7 contact person to be available at base
 carry list of participants on excursion
15 Risk Assessment completed   consult employer’s generic Risk Assessment 
 prepare specific Risk Assessment for excursion (only those

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Page 37 
elements you are responsible for)
 discuss risks with staff and participants
 review Risk Assessment after excursion if necessary 
Add further items as required 
Examples:- 
Foreign and Commonwealth Office
(FCO) guidance for the country to be
visited. 
Local codes and customs, practices
and procedures. 
Dealing with special medical
conditions when overseas 
Language 
Vaccinations 
Parental consent (including
requirements for care orders and
wards of court, separated parents
etc)
Food and drink (safety of tap water) 
EU Health Insurance Card (EHIC) 
Location of British Embassy or
Consulate 
Contact numbers for emergency
services overseas 
Procedures for exchange visits 
Vetting Host Families 
 List details for specific activity
I confirm that satisfactory planning and preparation has taken place for this excursion.  I have checked that all
reasonable steps have been taken to ensure the safety and wellbeing of participants.
Residential
Excursion
approved by
Head of
Establishment  Signature  Date

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Page 38 
Example - Excursion Plan for Residential / Overseas Excursions 
This is a specific Excursion Plan. It provides an example of how an actual Excursion Plan might be prepared.
 It should give sufficient information for the Head of Establishment to approve the excursion.
 It should give sufficient information for the Local Authority to approve the excursion. 
NAME OF ESTABLISHMENT   Sample Primary
RESIDENTIAL EXCURSION TO  York 
DATES     1st – 3rd May 2013
EXCURSION LEADER   Mr James 
ITEMS TO BE PLANNED 
 
 Typical examples of detail to be provided
1 Aims and objectives of
excursion 
Expand on knowledge about historical project
2 Information to
parents/consent 
Mr James will send letter to parents in January and ensure written consent before any
money is collected.
A parents meeting will be held in Feb. 
Separate meeting with J...’s parents (ASN) to discuss participation.
3 Staff/participant ratios  Staff numbers will be finalised depending on participation. 
Mr James, Mr and Mrs Black will all be going and J...’s Mum might attend.
Minimum ratio of 1:10
4 Travel/transport  We will be travelling in the establishment  minibus and if J... attends he will travel by car
with mum. 
Mr James and Mr Black will drive the minibus – both have relevant licences.
5 Accommodation Accommodation at Seaview Guest House  -see attached information and correspondence.
6 Programme  See attached itinerary
7 External provider (if
applicable)
Museum, York Castle, Museum – no need to check insurance or risk assessments
8 Insurance Residential Excursion covered by Council’s insurance 
9 Participants Participants are all involved in history project.  They have drawn up their own code of
conduct for the trip and signed it.  A kit list will be provided by Mr James in April.
10 Equipment required  Mr James will collect the residential first aid kit from the main office prior to departure.
Mrs Black will take games and resources for evening activities.
11 Medical needs  Up to date medical information will be obtained on the consent form.
Mr Black will be in charge of any medication
J....’s mum will look after his needs if he attends
12 Weather  We will obtain forecast close to excursion date and if there are any travel risks we will
discuss severe weather alternative with Mrs Fraser.
13 First Aid provision  Mr James has a valid first aid certificate.
14 Emergency procedures Mrs Fraser will be the emergency contact
A list of all participants and the excursion plan will be left with her and in the main office 
15 Risk Assessment completed See attached risk assessment  
I confirm that satisfactory planning and preparation has taken place for this excursion.   I have checked that all
reasonable steps have been taken to ensure the safety and wellbeing of participants.
Residential Excursion
approved by
Head of Establishment 
Signature  Date

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Template -  RISK ASSESSMENT  for “Residential / Over Seas Excursions”
DESCRIPTION  OF TASK / ACTIVITY Generic Risk Assessment for Residential Excursions
This is a generic risk assessment identifying typical hazards and control measures.
Excursion Leaders should add specific details relevant to each residential excursion.
LOCATION 
Item What are the hazards? Who might
be harmed?
And how?
What are you already doing, i.e. what Control
Measures are already in place?
Do you need to do
anything else to
manage this risk?
Action
by
whom?
Action
by
when?
Done
1 Transporting group members 
 Getting on/off transport
 Behaviour 
 Rest breaks
 Driver behaviour if
applicable
Group
members
Ensure: 
 Adequate staff ratio 
 Getting on/off transport is supervised
 Clear procedures for behaviour 
 Rest breaks are supervised
 Regular head counts are carried out 
 Driving standards are safe at all times 
2 In the accommodation:
 Fire
 Safety overnight
 Unsuitable accommodation
 “Free time”
 Security of possessions
Group
members
Ensure: 
 Adequate staff ratio 
 Dynamic risk assessment is carried out
 Fire procedures are adequate
 Fire practice is carried out
 There is suitable gender segregation 
 Adequate supervision arrangements exist
 Group will be safe and secure overnight
 Belongings will be secure
 Brief the group 
3 Around the residential venue
 Traffic
 “Free time” 
 Other hazards (identify them
in Excursion Plan) 
Group
members
Ensure: 
 Prior knowledge of the venue if possible
 Adequate staff ratio 
 Dynamic risk assessment is carried out
 Assess any dangers from traffic/roads
 Behaviour code explained to group
 Identify suitable supervision techniques 
 Brief the group

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4a Programme activities led by external
provider
 Risk Assessments are the
provider’s responsibility. 
Group
members
Ensure: Suitable programme has been agreed
 Provider is aware of any medical issues
 Provider will look after the welfare of group 
 Clear hand-over at start/finish of sessions
 Provider is insured 
4b Programme activities led by
establishment staff
 Plan not clear to all staff
 Supervision arrangements
not clear
 Risks not assessed
Group
members
Ensure: Dynamic risk assessment  carried out
 Clear plan for session exists
 All staff are able to carry out allocated tasks 
 Supervision arrangements are established
 Behaviour code explained to group
 Meeting times/places clearly established
 Group briefed for session    
5 Adverse weather
 Effect on transport
 Effect on programme
Group
members
Transport: 
 Obtain weather forecast if necessary
 Carry out dynamic risk assessment 
 Consider effect of weather on travel 
 Abandon excursion if weather too extreme
Programme:
 Issue clothing advice and 
 Check group clothing if necessary
 Carry spare clothing when necessary
 Have a Plan B available for programme    
6 Emergencies
 Need to obtain outside
assistance
 Need to contact home
establishment
 Need for information on
group members
 Need to contact parents 
Group
members
Senior Officer at  home establishment:
 Provides 24/7 contact 
 Holds list of participants 
 Holds parent contact numbers
Staff on excursion:
 Hold list of participants 
 Hold parent contact numbers
 Hold medical details 
 Medicines available to appropriate people
 Carry mobile phones 
Prepared by:  Date: 
Date for review: 
Checked and Approved by:  Date:

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Page 41 
EXAMPLE - RISK ASSESSMENT for “Residential / Over Seas Excursions” 
DESCRIPTION  OF TASK / ACTIVITY S2 Residential cultural / music trip
LOCATION Sample location
Item What are the hazards? Who might
be harmed? 
And how?
What are you already doing, i.e. what Control
Measures are already in place?
Do you need to do
anything else to
manage this risk?
Action
by
whom?
Action
by
when?
Done
1 Transporting group members 
 Getting on/off transport
 Behaviour 
 Rest breaks
 Driver behaviour if
applicable
Group
members
Ensure:
 Adequate staff ratio 
 Getting on/off transport is supervised
 Clear procedures for behaviour 
 Rest breaks are supervised
 Regular head counts are carried out 
 Driving standards are safe at all times
Issue staff with group
list to assist with head
count at service station
tbc tbc 
2 In the accommodation:
 Fire
 Safety overnight
 Unsuitable accommodation
 “Free time”
 Security of possessions
Group
members
Ensure:
 Adequate staff ratio 
 Dynamic risk assessment is carried out
 Fire procedures are adequate
 Fire practice is carried out
 There is suitable gender segregation 
 Adequate supervision arrangements exist
 Group will be safe and secure overnight
 Belongings will be secure
 Brief the group
Check with
accommodation that
disabled room
provided can be
adequately supervised
by staff
tbc tbc 
3 Around the residential venue
 Traffic
 “Free time” 
 Other hazards (identify them
in Excursion Plan) 
Group
members
Ensure:
 Prior knowledge of the venue if possible
 Adequate staff ratio 
 Dynamic risk assessment is carried out
 Assess any dangers from traffic/roads
 Behaviour code explained to group
 Identify suitable supervision techniques 
 Brief the group
Meet with pupils to
establish behaviour
code
On arrival pupils will be
shown areas they
may/may not use
tbc  
4a Programme activities led by external
provider
 Risk Assessments are the
provider’s responsibility. 
Group
members
Ensure:
 Suitable programme has been agreed
 Provider is aware of any medical issues
 Provider will look after the welfare of group

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DESCRIPTION  OF TASK / ACTIVITY S2 Residential cultural / music trip 
 Clear hand-over at start/finish of sessions
 Provider is insured 
4b Programme activities led by
establishment staff
 Plan not clear to all staff
 Supervision arrangements
not clear
 Risks not assessed
Group
members
Ensure:
 Dynamic risk assessment  carried out
 Clear plan for session exists
 All staff are able to carry out allocated tasks 
 Supervision arrangements are established
 Behaviour code explained to group
 Meeting times/places clearly established
 Group briefed for session
Group leaders to be
issued with group list
for concert and
cinema. 
Group meeting each
morning to explain
plans for the day.   
5 Adverse weather
 Effect on transport
 Effect on programme
Group
members
Transport:
 Obtain weather forecast if necessary
 Carry out dynamic risk assessment 
 Consider effect of weather on travel 
 Abandon excursion if weather too extreme
Programme:
 Issue clothing advice and 
 Check group clothing if necessary
 Carry spare clothing when necessary
 Have a Plan B available for programme
Mrs James will check
forecast on the
morning of departure
and raise any concerns
with Headteacher.
Mrs
James  
6 Emergencies
 Need to obtain outside
assistance
 Need to contact home
establishment
 Need for information on
group members
 Need to contact parents 
Group
members
Senior Officer at  home establishment:
 Provides 24/7 contact 
 Holds list of participants 
 Holds parent contact numbers
Staff on excursion:
 Hold list of participants 
 Hold parent contact numbers
 Hold medical details 
 Medicines available to appropriate people
 Carry mobile phones 
Prepared by: Mrs James Date: 
Date for review: 
Checked and Approved by:  Date:

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EXAMPLE – PARENTAL/CARER AGREEMENT TO RESIDENTIAL / OVERSEAS EXCURSION 
SECTION A – To be retained by Parent/Carer
1. Destination/Description of Excursion 
2. Dates and estimated times of: 
a. Departure ………………………..……… b) Return …………………….…………… 
3. Cost of Excursion (where applicable) 
4. Member of Staff responsible for Excursion 
5. Telephone Numbers – Daytime: 
Evening:                                                
Other: 
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- -- -- - 
SECTION B – To be returned to school / establishment 
Excursion To __________________________________________________________ 
Surname _________________________    Forename _______________________   Class____ 
Address ____________________________________________________________________ 
____________________________________________________________________ 
Contact Telephone Numbers – Daytime:                                                   
Evening / Other: 
Emergency Contact (Name and Telephone Number): 
Relevant Medical Details (e.g. asthma): 
I agree to my son/daughter taking part in the above named excursion. 
Signature of Parent/Carer……………………………………. Date………………..………..

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SECTION C Please circle as applicable 
1. Does your child suffer from any allergies?        YES    NO 
2. Is your child taking any medication at present?      YES    NO 
3. Does your child suffer from any condition that may affect participation?  YES    NO 
4. Has your child been in contact with any contagious or infectious disease 
or suffered from anything in the past four weeks that may become 
Infectious or contagious?          YES     NO 
5.  When did your last have a tetanus injection? Date……………………………. 
6.  Does your child have any special dietary requirements?    YES     NO 
7.  Is there any activity in which your child must not participate?    YES      NO
IF YOU HAVE ANSWERED YES TO ANY OF THE QUESTIONS ABOVE PLEASE GIVE DETAILS
HERE:
………………………………………………………………………………………………………………… 
………………………………………………………………………………………………………………… 
………………………………………………………………………………………………………………… 
SECTION D PARENTAL/CARER AGREEMENT TO RECEIVING EMERGENCY MEDICAL
TREATMENT 
Pupil Date of Birth………………………. 
Name, telephone number and address of Family Doctor …………………………………………… 
………………………………………………………………………………………………………………… 
Please tick ONE box and sign. 
I agree to my child receiving emergency medical treatment, including blood 
transfusion, and anaesthetic as considered necessary by the medical authorities 
present. 
I agree to my child receiving medical treatment/anaesthetic as considered necessary
by the medical authorities present with the exception of the administration of blood or
blood products. I accept full legal responsibility for this decision and release
Renfrewshire  Council and its staff from any liability for any consequences resulting
from my decision not to consent to the transfusion of blood or blood products. 
Date……………………… Signed by Parent/Carer ………………………………………..…………

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Appendix 7 
SAMPLE CODE OF CONDUCT 
Pupil’s Code of Conduct 
Your health, safety and welfare on this excursion are of paramount importance to the school/
establishment. In line with Renfrewshire Council policy, to ensure that the above aims are met,
each participant and their parent/carer must sign the following “Code of Conduct”. 
 normal school / establishment rules apply – a high standard of behaviour is expected 
 rules at the camps must be observed at all times 
 be punctual at all meeting times 
 always wear a seatbelt on the coach 
 if mobile phones are to be carried, ………………. must be informed. In certain circumstances
use of the phones may be prohibited. 
 no pupil should ever be on their own 
 purchase, carrying or consumption of alcohol, tobacco or illegal substances is strictly
forbidden 
 only pupils assigned to particular rooms/tents are allowed in them 
Code of Conduct – Parental Responsibility 
If there is any significant violation of the Code, the Excursion Leaders reserve the right to
send the offending pupil home at the parent/carers’ expense 
____________________________________________________________________________ 
We have read the Code of Conduct and agree by it at all times. 
Signed ……………………………………………………………. (pupil) 
Signed ……………………………………………………………. (parent/carer) 
Date …………………… 
Return to ………………………

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Appendix 8 
SAMPLE EMEREGENCY ACTION FORM 
Excursion Leader
Ensure this form is available at all times 
Warnings and advice 
Establishment Base Contact Person/s:   Co-operate fully with emergency
services 
 Do not admit liability 
 Do not make comment to the media –
refer to Renfrewshire Council (07747
485544) 
 Inform establishment base emergency
contact who will ensure Children’s
Services HQ are aware of the situation 
 Seek and follow advice from
establishment /Children’s Services HQ 
 Do not contact parent/carers
establishment / HQ contact will take
charge of this. 
Establishment Base Telephone Number(s) 
Out of Hours Emergency Telephone
Number: 
Children’s Services HQ Emergency
Telephone
Number:- 07747 485544 
Calls from abroad:

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Appendix 9
SAMPLE DEBRIEF FORM 
EXCURSION TITLE _______________________________________________ 
EXCURSION DATES ______________________________________________ 
EXCURSION LEADER _____________________________________________ 
Action Action to Take Date
Actioned
Signed
Points to follow up
with parents 
Points to follow up
with pupils 
Points to follow up
with staff 
Lessons for future
excursions 
Issues to report to
Establishment Head /
Manager 
Issues to report to
Children’s Services
HQ 
Other issues to report
(i.e. health and safety,
child protection) 
Form to be submitted to Head of Establishment for review, ten working days after return of
excursion. 
Signed______________________________________              Date_______________             
Head of Establishment