Public Liability Insurance for Providers

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We have amended the National Guidance document 4.4h Using External Providers and Facilities to point out that the limit of public liability insurance for providers that hold the LOtC Quality Badge can be found on the Quality Badge website.

We have also changed 8p Provider Statement  so that the questions about public liability insurance are directed only at providers that do not hold the Quality Badge.


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We have revised the National Guidance documents 4.4h Using External Providers and Facilities, 4.4f Checklist – Assessing a Provider and 8p Provider Statement.  The revisions clarify the guidance about accreditation and explain why you should not ask for a provider’s risk assessments.

We have also added a new section to 4.4h Using External Providers and Facilities about working with provider staff, which links closely with our new guidance about roles and responsibilities in 4.2a Group Management and Supervision.


Exchanges and Homestays

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We have amended 7f Exchanges and Homestays in response to requests for more clarity about monitoring and supervision on homestays.  The amendments have reflected our thinking in recent updates of 4.4h Using External Providers and Facilities (seeing homestay hosts as providers) and 4.2a Group management and Supervision (more clarity about roles and responsibilities).

Group Management and Supervision – Roles and Responsibilities

Executing the plan Good practice

We have updated the document 4.2a Group Management and Supervision to be clearer about how important it is that leaders and helpers fully understand their roles and responsibilities. A new section explains the roles of Visit Leader and Activity Leader, and gives guidance on leaders working together or alone, and on parents as leaders

You can download it here.

New Guidance from the Department for Education

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The Department for Education (DfE) has revised its guidance “Health & Safety on Educational Visits“.  You can view the guidance here.

The guidance provides a summary of eight key points for organising educational visits, and refers the reader to OEAP’s National Guidance, which provides greater detail on each of these points.  To read the more detailed guidance, follow the links below:

  1. The 2 main types of trips:  4.3c Risk management – an overview  |  1b Foundations  |   5.2b Planning Basics for Outdoor Learning, Off Site Visits and Learning Outside the Classroom | 4.3f Risk  management – some practical advice
  2. When to get consent from parents:  4.3d Parental Consent
  3. Using outside organisations:  4.4h Using external providers and facilities  |  4.4f Assessing an adventure activity provider check list
  4. Adventure activities: caving, climbing, trekking, and watersports:  3.2f AALA Licensing  |  4.4f Assessing an adventure activity provider check list7a Adventure activities  |  3.2d / 4.4a Approval of Leaders  | 7o Natural Water Bathing  | 7x Swimming Pools
  5. Trips abroad:  7q Overseas expeditions |  7r Overseas visits
  6. Knowing what to do in an emergency:  4.1h Avoiding Accidents and Emergencies  |  4.1i Emergencies and Critical Incidents – An Overview   |  4.1k Visit Leader Emergency Checklist | 4.1j Off-Site Visit Emergencies: The Role of School Governors  |  4.1l / 8.1l Visit Leader Emergency Action Card – amendable version
  7. Evaluating trips:  6d FAQs: Retention of Documents  | 5.1a Establishment Self Evaluation Form  | 5.1c Learning outside and off-site visits: self evaluation using the Ofsted framework
  8. Educational visits coordinators:  3.4j Educational Visits Coordinator (EVC)  |  3.3a EVC check list


Executing the plan Good practice

We all know that residential visits can create powerful learning opportunities for young people, which can lead to step changes in an individual’s personal development and confidence.   There is now a new National Guidance document – 4.2b Residentials – which gives guidance on the residential element of a visit, recognising that this introduces specific additional management issues.

You can download the new document here.

Group management and supervision

Executing the plan Good practice

The responsibility for supervision is continuous, 24 hours a day. It is important that care and supervision are maintained during periods outside structured activities, as well as during the activities themselves.  The level of supervision can range from direct, through indirect, to remote, but is always present.

For more information, see the National Guidance document 4.2a Group management and supervision.  You can download it here.