Policies

School External Activity Provider Responsibilities Procedure

To guide a maintained or academy school in England when assessing an external organisation for an educational-visit activity and agreeing responsibilities in writing, particularly where the organisation will supervise children or provide an adventure activity.

SOP Template
CalmComplianceSOP Template

School External Activity Provider Responsibilities Procedure

Version
v1
Updated
1 October 2026

Fields in brackets are completed when you adapt this template.

Use this procedure when the school is considering [provider name] to provide [activity name] for [school name] on [visit date].

1. Confirm the provider's basic suitability

Before using the organisation, check that it has appropriate safety standards and public liability insurance.

Check whether the organisation holds the Learning Outside the Classroom Quality Badge. Record the result for [provider name].

2. Assess an organisation without the Quality Badge

If the organisation does not hold the Learning Outside the Classroom Quality Badge, assess whether it is appropriate for the proposed activity.

The assessment should consider the organisation's insurance, compliance with legal requirements, health and safety policies, emergency policies, risk assessments, control measures, vehicle use, staff competence, safeguarding arrangements, accommodation, subcontracting arrangements and any licence required for the activity.

Record the outcome of the assessment for [provider name] and the proposed activity at [activity location].

3. Agree responsibilities in writing

Agree responsibilities with the organisation in writing before the activity takes place. The written agreement should make clear what the school and the organisation are each responsible for.

Make the allocation of responsibilities especially clear where the organisation will take over supervision of children. Identify the supervision responsibilities of the organisation and the school for [activity name].

4. Proceed only with an agreed arrangement

Use the organisation for the activity only after the relevant checks have been made and the written allocation of responsibilities has been agreed.

Sources

  1. Health and safety on educational visits - GOV.UKDepartment for Education
CalmCompliance · v1Template for adaptation

Template details

Type
SOP Template
Version
v1
Updated
1 October 2026
Sections
14 sections
  • Health and safety on educational visits - GOV.UK

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