Excursions Guidelines and Procedures
Excursions Guidelines and Procedures
Contents
1. Introduction ..................................................................................................................................................................... 5
2. Procedures ....................................................................................................................................................................... 5
2.1. Category A – Local area excursions and regular outings ................................................................................5
Step 1. Teacher in charge submits documents and seeks approval from the principal ............................... 5
Step 2. Retain the excursion documents for the prescribed period ................................................................ 6
2.2. Category B – Excursions beyond the local area or overnight ........................................................................6
Step 1. Teacher in charge submits documents and seeks approval from the principal ............................... 6
Step 2. Retain the excursion documents for the prescribed period ................................................................ 6
2.3. Category C – Interstate excursions .....................................................................................................................6
Step 1. Principal submits a memo for in-principle approval .............................................................................. 6
Step 2. Teacher in charge submits documents and seeks endorsement ........................................................ 6
Step 3. Principal submits documents to the Chief Executive ........................................................................... 7
Step 4. Retain the excursion documents for the prescribed period ................................................................ 7
2.4. Category D – International excursions ...............................................................................................................7
Step 1. Principal submits a memo for in-principle approval .............................................................................. 8
Step 2. Teacher in charge submits documents and seeks endorsement ........................................................ 8
Step 3. Principal submits documents to the Chief Executive ........................................................................... 8
Step 4. Principal submits a Ministerial Brief to the Minister for Education ................................................... 9
Step 5. Register participants with DFAT ............................................................................................................... 9
Step 6. Retain the excursion documents for the prescribed period ................................................................ 9
3. Management of excursions .......................................................................................................................................... 9
3.1. Accidents .................................................................................................................................................................. 9
3.2. Alcohol....................................................................................................................................................................... 9
3.3. Billeting...................................................................................................................................................................... 9
3.3.1. Parents of students ........................................................................................................................................ 9
3.3.2. Host schools/families................................................................................................................................... 10
3.3.3. Teacher in charge ......................................................................................................................................... 10
3.3.4. Billeted students ........................................................................................................................................... 10
3.4. Consent forms ...................................................................................................................................................... 10
3.4.1. Consent for excursions without accompanying teachers .................................................................... 12
3.5. Duty of care........................................................................................................................................................... 12
3.6. External providers ................................................................................................................................................ 12
3.7. Insurance ................................................................................................................................................................ 13
3.8. Records................................................................................................................................................................... 13
3.9. Risk assessment and management ................................................................................................................... 14
3.10. Supervision - teacher-to-student ratios ........................................................................................................ 14
3.11. Transportation .................................................................................................................................................... 15
3.11.1. Use of private vehicles – school staff/parents..................................................................................... 15
3.11.2. Use of private vehicles - student ............................................................................................................ 15
Excursions guidelines and procedures
These guidelines and procedures part of the Excursions information available on the Department of
Education School policies webpage in the Excursions section. 1 Read this document with the Excursions
policy 1 and the Official travel policy, which is available to staff only on the Education intranet.
1. Introduction
Excursions can range from a short visit of less than one hour to a number of days or weeks and can be in
locations close to the school, intrastate, interstate or overseas. For the purposes of this policy and
guidelines, excursions are categorised as:
Strict timeframes apply for interstate and overseas excursions, noting that all schools are required to
submit a forecast of intended Category C and D excursions to their Director QSSS.
2. Procedures
Excursion specific documents, forms and templates outlined within these procedures are available to staff
in the eLearn site on the Education intranet or can be completed online by staff on SharePoint.
For recurring excursions and regular outings where the circumstances relevant to the risk assessment are
the same on each outing, for example a swimming program, the approval steps and documentation only
need to be completed once every 12 months.
1
https://education.nt.gov.au/policies/excursions
2
https://www.legislation.nsw.gov.au/view/html/inforce/current/sl-2011-0653
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Excursions guidelines and procedures
Step 1. Teacher in charge submits documents and seeks approval from the principal
The teacher in charge must submit the following documents and seek approval from the principal:
For recurring excursions and regular outings where the circumstances relevant to the risk assessment are
the same on each outing, for example a swimming program, the approval steps and documentation only
need to be completed once every 12 months.
The memo must be submitted a minimum of 8 weeks prior to the excursion date.
3
https://www.legislation.nsw.gov.au/view/html/inforce/current/sl-2011-0653
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Excursions guidelines and procedures
• Self-inspection checklist
• Movement requisition form
• Swimming forms – if applicable
• Evidence of domestic travel insurance purchased by each person travelling.
Documents must be submitted a minimum of 6 weeks prior to the excursion date.
One movement requisition form is to be completed for all school staff and accompanying adults on the
excursion, including principals, teachers, school council staff and parents.
• Director QSSS
• General Manager QSSS
• Deputy Chief Executive Education NT
Documents must be submitted a minimum of 6 weeks prior to the excursion date.
One movement requisition form is to be completed for all school staff and accompanying adults on the
excursion, including principals, teachers, school council staff and parents.
• seek in-principle approval from Senior Director SIL through the Director QSSS, by email to
excursions.doe@education.nt.gov.au using the In-principle approval memo template
• provide forecasts of intended international and interstate travel to the Director QSSS
• obtain the Minister for Education’s approval prior to making any formal travel arrangements, as per
the approval steps provided below.
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Excursions guidelines and procedures
When seeking in-principle approval, the teacher in charge must consult the Department of Foreign Affairs
and Trade (DFAT) Smartraveller website 4 to identify DFAT’s current travel advice for the particular
destination, including visa requirements and recommended vaccinations. The teacher in charge must
continue to monitor the advice given by DFAT regarding security in the destination country in the lead up
to, and during the school excursion.
Proposals to take students on school excursions to other countries other than those categorised by DFAT
as Level 1 – meaning to exercise normal safety precautions – will be considered on a case-by-case basis by
the Chief Executive, based on advice from International Education and Non-Government School Services.
The memo must be submitted a minimum of 16 weeks prior to the excursion date.
• Director QSSS
• General Manager QSSS
• Deputy Chief Executive Education NT
4
https://www.smartraveller.gov.au/
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Excursions guidelines and procedures
One movement requisition form is to be completed for all school staff and accompanying adults on the
excursion, including principals, teachers, school council staff and parents.
• Director QSSS
• General Manager QSSS
• Deputy Chief Executive Education NT
• Chief Executive.
The Ministerial brief must be submitted a minimum of 14 weeks prior to the excursion date and include:
3. Management of excursions
3.1. Accidents
The Recording and reporting student injuries guidelines and procedures 5 must be followed for all accidents
occurring during an excursion.
3.2. Alcohol
Accompanying adults and students are not permitted to consume, possess or be under the influence of
alcohol whilst on an excursion. Accompanying adults who act as a driver of a vehicle conveying students
during an excursion must have a zero blood alcohol level whilst undertaking driving duties.
3.3. Billeting
Where students are required to be billeted on an excursion, the teacher in charge must ensure the
following.
5
https://education.nt.gov.au/policies/recording-and-reporting-student-injuries
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Excursions guidelines and procedures
• parents are briefed in writing and where possible, face-to-face prior to the parents consenting to
their child being billeted
• parents must be provided with contact details of the host family and be able to make contact with
their child as necessary.
Consent given by parents for children to attend excursions does not indemnify the school nor relieve
supervisors of their duty of care responsibilities.
Consent for recurring excursions/regular outings to specified local venues for the same purpose is only
required to be obtained once in a 12 month period, providing the circumstances of the outing have not
changed since the risk assessment was completed.
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The teacher in charge should be mindful of the possibility of changes to students’ health/medical
requirements from one week to the next. Parents must be reminded of their obligation to notify the school
of any changes in consent to their child participating in recurring excursions / regular outings.
When advising parents of excursions and recurring excursions / regular outings the following details
should be included as appropriate:
Any consent form should allow the parent to clearly indicate that they:
• consent to the student taking part in the excursion/regular outing and the specified activities
• agree to the accommodation arrangements specified, for example billeting
• provide details of special medical, physical or dietary needs, or other problems
• authorise the teacher in charge to make arrangements for the welfare of the student – including
first aid, medical or surgical treatment, in an emergency
• agree to meet the costs associated with any emergency arrangements made by the teacher in
charge – including travel
• agree to the student being under the teacher's authority for the duration of the excursion, and to
the teacher being empowered to return the student home at the expense of the parent if the
teacher considers that circumstances warrant such action
• agree, where appropriate, to the student travelling by private car, driven by a teacher, parent or
other approved person, but not a student
• accept liability for loss, theft or damage to their child’s property while on excursion, and
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Excursions guidelines and procedures
• note that the department will take all reasonable steps to protect students against reasonably
foreseeable risks of injury or harm.
Copies of consent forms must be taken on excursions as they contain information that may be needed in
the event of an accident or illness.
A teacher cannot delegate their duty of care responsibilities to anyone. If a professional organisation is
involved in a school excursion, the teacher should make general enquiries as to the safety of the activity
and equipment and the expertise of the staff running the activity.
Where a trainer has been nominated by a principal, the trainer cannot delegate their duty of care and has
the responsibility to exercise proper care and supervision for the duration of the excursion.
A first aid kit must be taken on all excursions and it is strongly recommended that at least one of the
accompanying members of staff holds a current First Aid Certificate.
In regards to excursions and regular outings for preschools, at least one staff member must accompany the
students or be immediately available, who has all of:
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Parents must be made aware of any disclaimer statements from private providers and make their own
informed decision about whether to consent to their child’s participation.
3.7. Insurance
The Northern Territory Government (NTG) self-insurance arrangements encompass public liability, workers
compensation, personal accident and injury risks and legal liabilities arising in relation to NTG schools,
school councils, and their respective employees and volunteers.
The Excursions policy1 and these guidelines require that schools conduct appropriate planning and risk
management to ensure that all reasonable steps are taken to protect students against reasonably
foreseeable risks of injury or harm arising from school related activities.
Financial responsibility for medical and other costs incurred in emergency situations which includes the
cost of transport to a medical facility or to their home, or where a decision is taken to return a student
home, rests with the parents of the student. A parent may wish to take out additional insurance to cover
such costs.
While travel insurance for overseas and interstate excursions is compulsory, the need for commercial
travel insurance is highly recommended when planning all excursions. Where travel insurance is arranged,
the value of premiums forms part of the cost of the excursion.
All Department of Education employees, corporate and school-based, can access the whole-of-department
international travel insurance policy when they are travelling overseas for work. As such, department
employees are not required to purchase individual travel insurance for overseas business trips. This policy
does not cover students or accompanying adults on international excursions.
Department employees are required to obtain written advice from International Education and Non-
Government School Services confirming that they are covered by the whole-of-department international
travel insurance policy as part of the Overseas Travel Checklist.
The NTG self-insurance arrangements do not extend to suppliers, contractors or consultants engaged by
the department. These individuals or organisations are required to carry their own insurance cover.
Certificates of currency must be obtained from suppliers, contractors or consultants where they are
involved in school related activities.
3.8. Records
All excursion documentation must be retained by the school for 45 years after the excursion has been
completed. This includes, but is not limited to itineraries, student details, completed consent forms, risk
management plans, travel arrangements, movement requisition forms, incident records, and student health
and medical information.
Records pertaining to serious incidents, such as a serious injury or death, must be kept as a permanent
record.
For further information refer to the NTG Record Disposal Schedule for School Management which is
available to staff on the Education intranet.
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Excursions guidelines and procedures
It must be noted that preschools must always use the ACECQA Excursions risk assessment template that is
available on the ACECQA website. 6
Swimming, water safety or aquatic activities must adhere to the School swimming, water safety program
and aquatic activities policy and procedures. 7 Read about swimming, water safety and aquatics activity
policy on the department’s School policies webpage in the Swimming and water safety section.7
For recurring excursions/regular outings where the circumstances relevant to the risk assessment are the
same on each outing, approval, risk assessment, self-inspection checklist and parental consent only needs
to be obtained once every 12 months. Schools must be mindful of the need to ensure that no significant
changes have occurred which may have affected the content of the initial documents, for example student
medical information.
Excursion venues can be assessed using the criteria provided in the self-inspection checklist. Where
schools are unable to complete an inspection by visiting the location, for example interstate or
international excursions, information on the suitability of the venue can be obtained via:
• other schools that have visited the location in the last six months
• government/education authorities in the local area
• external providers conducting tours and the like.
When conducting outdoor educational activities, schools are encouraged to visit the Victorian Department
of Education and Training’s Outdoor Activities and Working Outdoors 8 website regarding best practice risk
management strategies.
Minimum teacher to student ratios are provided in the following table, although a lower ratio is
recommended.
6
https://www.acecqa.gov.au/resources/applications/sample-forms-and-templates
7
https://education.nt.gov.au/policies/swimming-and-water-safety
8
https://www2.education.vic.gov.au/pal/outdoor-activities-and-working-outdoors/policy
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It must be noted in regards to regulated preschools, parents cannot be included in meeting the minimum
ratio requirements.
Small groups of students travelling Interstate – may be appropriate for one teacher to accompany a group
of students of mixed gender students or for a teacher to accompany a group of students of the opposite
gender whilst travelling providing supplementary supervision is arranged at the interstate
venue/accommodation and that all duty of care requirements are met.
For aquatic excursions, teacher-to-student ratios as detailed in the School swimming, water safety and
aquatics activities policy must be observed.
Where an activity may be considered hazardous or the student group are unskilled, ratios should be varied
in accordance with Risk assessment and management at section 3.9.
School staff, parents and volunteers may be used to meet the minimum ratio and gender balance
requirements however, the teacher in charge must ensure that participants have successfully completed
the Working with Children screening process prior to the excursion.
3.11. Transportation
3.11.1. Use of private vehicles – school staff/parents
Where private vehicles are used, the teacher in charge of the excursion must ensure that the vehicle is
roadworthy, currently registered, has fully comprehensive insurance, the driver has an appropriate and
valid NT driver’s licence and, the number of passengers does not exceed the seat belt carrying capacity of
the vehicle.
Parental consent must be obtained, in advance, where it is necessary for students to travel in private cars
driven by teachers, parents or other approved persons.
Seatbelt and safety restraint requirements are dependent on the type of vehicle being used for the
excursion. In the NT all children under seven years of age must be secured in an approved child restraint or
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booster seat when travelling in a vehicle that seats 12 or less people – including the driver. For further
information read the Child restraints frequently asked questions on the Road Safety NT website. 9
Note that a parent may be exempt from the Ochre Card requirement where the parent:
4.1. Forms/templates
• Excursion application – Category A/B
• Excursion application – Category C/D
• Memo for in-principle approval
• Ministerial Brief – including International travel itinerary
• Parental consent form
• Movement requisition form
• Swimming form
4.2. Attachments
• Attachment A - International travel itinerary
• Self-inspection checklist
• ACECQA Excursion Risk Assessment – mandatory for any preschool student on an excursion
9
https://roadsafety.nt.gov.au/safety-topics/seatbelts
10
https://education.nt.gov.au/policies/working-with-children-clearance-notices-ochre-cards
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