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BS 8848:2007+A1:2009

$68.50

Specification for the provision of visits, fieldwork, expeditions, and adventurous activities, outside the United Kingdom

Published By Publication Date Number of Pages
BSI 2009 70
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PDF Pages PDF Title
4 Foreword
a) Health and Safety at Work etc Act 1974 [1].
b) Management of Health and Safety at Work Regulations 1999 [2].
c) Data Protection Act 1998 [3].
d) Disability Discrimination Act 2005 [4].
e) Special Educational Needs and Disability Act 2001 [5].
f) The Package Travel, Package Holidays and Package Tours Regulations 1992 [6].
5 Introduction
6 0.1 The standard
0.2 Applicability of the standard
7 Figure 1 Examples of applicability of the standard
0.3 Fundamental principle
8 1 Scope
a) where the hazards are such that without consideration by competent people the level of risk would be significant;
b) at any location outside the United Kingdom including remote regions where climatic extremes, challenging terrain, health hazards or unfamiliar cultural experiences can be expected;
c) organized for groups or individuals;
d) that are planned, managed and evaluated from the UK by commercial companies, educational establishments, voluntary or charitable organizations and independent groups or individuals.
2 Terms and definitions
2.1 adventurous activity
2.2 competent person
2.3 direct supervision
2.4 down time
2.5 emergency
2.6 home agent
2.7 in-country representative
9 2.8 incident
2.9 indirect supervision
2.10 individual placement
2.11 leader
2.12 leadership team
2.13 National Governing Body (NGB)
2.14 National Governing Body (NGB) award
2.15 participant
2.16 personal time
2.17 remote region
2.18 risk analysis and management system !text deleted”
10 2.19 stakeholder
2.20 support team
2.21 technical adviser
2.22 third party provider
2.23 venture
2.24 venture activity
2.25 venture activity specialist
2.26 venture leader
2.27 venture provider
2.28 vulnerable adult
11 3 Purpose for the venture
a) be responsible for the definition of the purpose, aim and objectives of each;
b) ensure that all venture activities are identified and in support of the overall purpose of the venture;
c) in advance of the venture agree the aim and objectives with, or communicate them to, the leadership team, potential participants and other stakeholders as identified in accordance with Clause 8;
d) in the pre-venture literature, present the nature of the venture activities, the amenities and the facilities to be used during the venture fairly and accurately to the leadership team and all participants (and other stakeholders on request);
e) !provide the name of venture provider and contact details.”
4 Identification of potential participants
4.1 Information about participants
a) name;
b) date of birth;
c) gender;
d) nationality;
a) capability to partake in the venture activities;
b) previous venture experience (if any);
c) disabilities, behavioural or other special needs.
12 4.2 Selection of participants
5 Venture leader, leadership team and support team
5.1 General
a) a relevant and current National Governing Body (NGB) award;
b) an equivalent nationally or internationally recognized award;
c) in-house assessment and training;
d) experience.
a) the activities for which the leadership team are responsible;
b) the environment in which the venture takes place;
c) the needs of the participants;
d) the supervision and management of individuals and groups.
5.2 Venture leader
13 5.3 Leadership team
a) identify a deputy venture leader who is available to take full control in the event that the venture leader is unable to fulfil his/her function; or
b) inform participants (and stakeholders when requested) that, in the event that the venture leader is unable to fulfil his/her function, the venture shall be restructured or curtailed.
5.4 In-country representative
5.5 Home agent
a) their on-call role;
b) incident and emergency planning.
6 Supervision and staffing ratios
6.1 General
a) the nature of the activity;
14 b) the experience of the group involved and the needs of the individuals within the group, including those with special needs;
c) the environment and conditions in which the activity takes place;
d) the experience of the leadership team;
e) the nature of the location;
f) external requirements, e.g. from NGBs and local authorities.
a) direct, it shall conform to 6.2;
b) indirect, it shall conform to 6.3.
a) allocate specific supervisory duties;
b) allocate a competent leader to each sub-group where groups are subdivided during the venture.
6.2 Direct supervision
a) to know where all participants are at all times;
b) to enforce risk control measures;
c) to observe behavioural changes in the group/individuals.
6.3 Indirect supervision
15 a) participants are sufficiently trained and assessed as competent for the level of activity to be undertaken including safe conduct, first aid and emergency procedures;
b) clear and understandable boundaries are set for all members of the venture;
c) there are clear lines of communication between the participants and the leadership team;
d) a member of the leadership team monitors each of the participants’ progress;
e) there is a recognized point at which the activity is completed/terminated;
f) there are clear arrangements to terminate the activity when it cannot be completed safely.
6.4 Personal time
6.5 Down time
16 7 Protection of a participant under 18 years of age or a vulnerable adult
a) interview;
b) checking references;
c) checking employment records; and/or
d) self-declaration.
8 Allocation of roles and responsibilities
17 Figure 2 Venture roles
18 9 Third party provider
a) !a conformance assessment undertaken by the venture provider or on the venture provider’s behalf, or
b) a claim of partial conformance with BS 8848 by the third party provider in accordance with 29.4.”
a) !the risks to the venture of financial insolvency of a third party provider;”
b) !public liability insurance in accordance with 15.3;”
c) risk analysis and management system !in accordance with Clause 13; and;”
d) incident and emergency planning arrangements; and
10 Planning the venture
19 11 Venture integrity
20 12 Permission
13 Safety policy, risk analysis and management system
13.1 Safety policy
a) a behavioural policy outlining a code of conduct for all those on the venture and the disciplinary action that shall be taken if the code is broken; and
b) protection policies for under 18 year olds and vulnerable adults if any participants are in these categories, taking into account their diverse needs.
13.2 Risk analysis and management system !risk analysis and management system”
a) threat analysis for the venture destination in accordance with 13.3;
b) risk analysis for the venture in accordance with 13.4;
c) incident management and emergency response plans in accordance with Clause 26;
d) accident, incident and near miss reporting;
e) a review process after each venture including the actions in response to review outcomes in accordance with Clause 28.
21 13.3 Threat analysis
a) a written analysis of the threats in the destination country is completed including, as a minimum, the following elements:
2) political threat in-country and en route;
3) natural hazards in-country and en route;
4) health threats;
b) the identification of the control measures needed in consequences of that analysis to ensure, so far as is reasonably practicable, the reduction of the threats identified;
c) the maintenance of such arrangements as are appropriate to the analysis in item a) for the effective dissemination, implementation, control, monitoring and review of the measures referred to in item b).
13.4 Risk analysis
a) an analysis of the health, safety, environmental and cultural risks, taking account of the potential benefits:
2) caused by the venture to others;
3) caused by those on the venture to others;
b) identification of the control measures needed in consequence of the analysis to manage the risk to all those persons in item a), including methods of supervision and staffing ratios;
c) the maintenance of such arrangements as are appropriate to the analysis in item a) for the effective dissemination, implementation, control, monitoring and review of the measures referred to in item b).
a) identifying the significant hazards;
b) deciding who might be harmed by these and how;
22 c) evaluating the risks and deciding on precautions;
d) recording your findings and putting the safety measures in place;
e) reviewing the assessment and updating as circumstances change.
1) Health and Safety at Work etc Act 1974 [1];
2) Management of Health and Safety at Work Regulations 1999 [2];
3) Health and Safety Executive guidance on safety management is given in HSE Document HSG65, Successful Health and Safety Management [9];
4) Standards for Local Education Authorities in Overseeing Educational Visits – Part 1 of a 3-Part Supplement to Health and Safety of Pupils on Education Visits: A Good Practice Guide (HASPEV) [10];
5) Universities and Colleges Employers Association Guidelines on Health and Safety When Working Overseas [11];
6) Scottish Executive’s publication Health and Safety on Educational Exchanges (HASEE) [12];
7) Her Majesty’s Inspectorate For Education and Training in Wales publication, The management of safety in physical education and outdoor activities [13].
14 Legal framework and contracts
14.1 UK legislation
14.2 Host country legislation
23 14.3 Contractual arrangements between the venture provider and the participant
14.3.1 Venture pre-booking information
a) the price or price range of the venture;
b) proposed timing and duration of the venture;
c) notice of any significant safety, accessibility or inclusivity issues (e.g. relating to activities, transport or accommodation) that can be expected to affect participants or may not meet their reasonable expectations;
d) an outline of the proposed purpose and content of the venture, including explanations of venture activities to be undertaken that allow participants to understand the nature of the activity to be undertaken;
e) the minimum competency required of the leadership team.
24 14.3.2 Contractual information
a) the travel destinations and, where periods of stay are involved, the relevant periods, with dates;
b) the means, characteristics and categories of transport to be used and the planned dates, times and points of departure and return;
c) where the venture includes accommodation, its nature and location;
d) the meals which are included in the delivery of the venture;
e) any circumstances in which cancellation of the venture could occur;
f) the itinerary including details and explanations of venture activities to be undertaken, that allow participants !text deleted” to understand the nature of the activity to be undertaken;
g) visits, excursions or other services which are included in the total price agreed for the venture;
h) the price of the venture, if the price may be revised, an indication of the possibility of such price revisions, and an indic…
i) the name and address of the venture provider !and an identified point of contact”;
j) the insurance arrangements for the venture in accordance with Clause 15;
k) the payment schedule and method of payment;
l) participant special requirements agreed with the venture provider;
m) procedures and timing for making complaint;
n) the responsibility of participants to ensure they conform to passport and visa requirements and health formalities required for the journey and the stay;
o) where the venture provider permits down time the arrangements for these periods;
p) the arrangements which apply if participants are delayed at the outward or homeward points of departure, or a statement that no arrangements exist;
q) the arrangements for security for the money paid over and (where applicable) for the repatriation of the participant in the event of insolvency;
25 r) the behaviour required of a participant and the sanctions for not conforming to these behavioural requirements, including who…
s) !the gender mix of the leadership team (see 5.3.3).”
14.4 Consent for under 18 year olds and vulnerable adults
26 15 Insurance
15.1 General
15.2 Public liability
15.3 Third party insurance
15.4 Medical, evacuation and repatriation insurance
a) emergency assistance and repatriation, including air ambulance and air transport costs;
b) emergency dental treatment; and
c) travel and accommodation expenses for a minimum of one person who has to travel to or remain with or escort an incapacitated insured participant.
27 16 Training and induction
16.1 General
a) pre-venture training and induction identified by the risk analysis has been received;
b) on-venture training and induction identified by the risk analysis is provided;
c) competency has been achieved by both the leadership team and participants in key skills.
16.2 Leadership team
a) the venture provider’s operating procedures;
b) implementing the incident and emergency plan.
16.3 Participants
16.3.1 Prior to the venture
a) training related to any activities to be undertaken on the venture;
b) purchase of safety or specialist clothing and equipment;
c) language training;
d) relevant reading and web site research in relation to the venture area and venture activities to be undertaken;
e) passports, visas and other essential travel documentation;
f) preventative medical treatment against anticipated local hazards, especially any programme of vaccinations required either by the host country or by the medical risk analysis !(see Clause 21)”;
g) physical fitness appropriate to the demands of the venture;
h) in-country orientation training.
28 16.3.2 During venture
a) hygiene;
b) health;
c) behaviour;
d) team awareness;
e) specific equipment as highlighted in the !risk analysis and management system”;
f) cultural awareness;
g) responding to an incident and emergency.
17 Joining instruction
a) identification of the times and venues for the start and finish of the venture;
b) an itinerary stating timings, transport, accommodation and activity plans covered by the venture including any confirmed booking arrangements;
c) aspects of the venture which are to remain flexible or cannot be confirmed;
d) the contact details through which a message can be passed to a participant whilst out of the UK (e.g. home agent) and information about the progress of the venture can be sought;
e) information about any insurance cover in place for the participants and the procedures for making a claim;
f) information about the complaints and compliments (feedback) procedures.
29 18 Travel
a) ensure the travel elements of the itinerary are:
2) suitable for the participants as identified in Clause 4;
3) risk assessed in accordance with Clause 13;
b) identify any travel requirement which is pre or post venture during which participants and/or members of the leadership team …
c) where third party providers are being used:
2) ensure that transport providers are briefed on their duties and responsibilities;
d) advise participants (and stakeholders when requested) of the transport arrangements and provide additional guidance if:
2) any significant safety or accessibility issues will affect the participants;
e) have a procedure for assessment by a member of the venture leadership team at embarkation to ensure that transport provided is not unsafe;
f) provide an explanation of the methods used to select the transport modes/providers if requested by a stakeholder;
g) ensure contingency is in place in accordance with Clause 26.
30 19 Accommodation
a) the accommodation used meets the needs and objectives of the venture;
b) the accommodation elements of the itinerary are risk analysed in accordance with Clause 13;
c) a procedure for checking the safety and suitability of all accommodation is established and make it available to stakeholders on request;
b) personal security and/or protection;
c) !hygiene including that relating to food and drink (see also 21.5.4)”;
d) general safety of the structure and facilities of the accommodation (e.g. electrics, gas heaters, balconies, pools and lifts);
e) environment around the accommodation;
f) existence of third party liability insurance;
g) management and staff competence and reputation.
d) third party providers of accommodation are selected in accordance with Clause 9;
e) the accommodation is consistent with the needs of the participants as identified in Clause 4;
f) a procedure exists for assessment by a member of the venture leadership team that the accommodation provided is not unsafe and is appropriate for the care and well being of all persons on the venture;
g) contingency is in place in accordance with Clause 26;
h) participants (and stakeholders when requested) are advised of the accommodation arrangements and provided with additional guidance if:
2) any significant safety or accessibility issues will affect the participants;
3) training is needed in the safe construction and or safe use of temporary accommodation (e.g. a tent).
31 20 Environment
a) the physical environment;
b) the cultural/human environment;
c) relevant legal responsibilities in accordance with Clause 14;
d) minimizing the venture’s impact on the environment.
21 Medical
21.1 General
21.2 Medical planning
32 21.3 Pre-existing medical conditions
21.4 Prevention of ill health: vaccinations and prophylaxis
21.5 Environment related illnesses
33 21.6 Medical expertise
21.7 First aid kits
a) meet a specification prepared by a medical professional with knowledge and experience relevant to the venture; and
b) are available on the venture.
21.8 Medical protocols
34 22 Finance
22.1 General
22.2 Financial administration
a) a budget is prepared for the venture;
b) funds for the venture are available and accessible from the field;
c) procedures for the management of the finances during the venture are established.
a) budgeting (anticipated costs and income);
b) systems for monitoring incoming and outgoing monies (audit trails);
c) systems for recording income and expenditure;
d) security systems;
e) preparation of balance sheet on completion.
22.3 Contingency funds
23 Communication
23.1 General
a) routine communication conforming to 23.2;
b) emergency communication conforming to 23.3;
c) the circumstances when the venture leader, in-country representative, or participant on an individual placement is expected to contact the home agent.
35 23.2 Routine communications
23.3 Emergency communications
23.3.1 Venture emergency
a) venture provider;
b) leadership team;
c) local country contact including British diplomatic missions (e.g. British consuls), emergency services and airlines;
d) emergency medical repatriation services and insurance companies;
e) nominated emergency contacts for the participants and leadership team.
23.3.2 UK emergency
36 23.4 Communication between the leadership team, participants and local staff
24 Security
25 Contingency planning
a) illness or injury to participants or members of the leadership team;
b) changes to the participant to leadership team ratio;
c) change of route or activities;
d) change in social or political stability;
e) extreme natural events (including deteriorating weather);
f) transport delay, breakdown or unacceptable;
g) theft or loss of money;
h) damage to or loss of critical equipment or clothing.
37 26 Incident and emergency plan
26.1 General
a) the procedures which are to be implemented in response to an incident or emergency, including resolution by those on the venture and/or using external agencies;
b) the division of responsibilities between the venture provider and the venture leader;
c) the support which will be provided to all the stakeholders and how that will be provided;
d) the communication plan in accordance with Clause 23;
e) response to civil unrest and natural disasters;
f) missing person procedures;
g) response to medical incidents/emergencies, including:
2) contact details for medical services and support at all stages of the venture;
3) actions for specific medical needs of any member of the venture;
h) repatriation or evacuation procedures including details of how the group, or an individual, will be repatriated to the UK for any reason outside the planned return;
i) financial provision for responding to incidents and emergency;
j) a media management plan which has been communicated to the leadership team and is available to stakeholders on request.
38 26.2 Post incident actions
26.2.1 Individual care
26.2.2 Post incident review
27 Equipment
27.1 Identification and acquisition
27.2 Conditions of use
27.3 Inclusion in !risk analysis and management system”
27.4 Maintenance
39 27.5 Participant’s personal equipment
27.6 Condition of hire equipment
28 Evaluation
28.1 Post venture
a) an evaluation of all ventures is conducted paying particular attention to how the original objectives have been met;
b) all participants have opportunities to contribute to evaluation of the activities, services and facilities provided;
c) systems to record and analyse feedback and maintain records of actions taken as a result, including the effectiveness of such actions, are in place;
d) an internal reporting and review system for all incidents and “near misses” with respect to safety related incidents is in place and control measures to prevent recurrence are reviewed and revised;
e) a documented complaints and compliments procedure is in operation.
28.2 Annual evaluation
29 Claims of conformance
29.1 General
40 29.2 Scope of claim
29.3 !Types of assessment and statements of conformity”
29.3.1 General
a) !self-assessment in accordance with 29.3.2.
b) other party assessment in accordance with 29.3.3; or
c) certification in accordance with 29.3.4;”
29.3.2 Self-assessment
29.3.3 Other-party assessment
41 29.3.4 Certification
42 29.4 Claims of partial conformity by third-party provider
a) For claims of partial conformity based on self-assessment 29.3.2:
b) For claims of partial conformity based on other party assessment 29.3.3:
c) For claims of partial conformity based on certification in accordance with 29.3.4:
43 Annex A (informative) The participant’s perspective of this standard
A.1 Core principles
A.2 Confidence
44 A.3 Legal implications
Annex B (informative) Claims of partial conformity – Methodology
46 Table B.1 An example of clause and subclause combinations relevant to a claim of partial conformity by a third party transport provider
47 Table B.1 An example of clause and subclause combinations relevant to a claim of partial conformity by a third party transport provider (continued)
68 Bibliography
[1] GREAT BRITAIN. Health and Safety at Work etc Act 1974. London: TSO.
[2] GREAT BRITAIN. Management of Health and Safety at Work Regulations 1992. SI 1999 No. 3242. London: TSO.
[3] GREAT BRITAIN. Data Protection Act 1998. London: TSO.
[4] GREAT BRITAIN. Disability Discrimination Act 2005. London: TSO.
[5] GREAT BRITAIN. Special Educational Needs and Disability Act 2001. London: TSO.
[6] GREAT BRITAIN. The Package Travel, Package Holidays and Package Tours Regulations 1992. SI 1992 No. 3288. London: TSO.
[7] DEPARTMENT FOR EDUCATION AND SKILLS (DfES). Health and Safety: Responsibilities and Powers. London: DfES.
[8] HEALTH AND SAFETY EXECUTIVE (HSE), Five steps to risk assessment. Sudbury: HSE Books.
[9] HEALTH AND SAFETY EXECUTIVE (HSE), HSE Document HSG65: Successful Health and Safety Management, 1997. Sudbury: HSE Books.
[10] DEPARTMENT FOR EDUCATION AND SKILLS (DfES). Standards for Local Education Authorities in Overseeing Educational Visits – Pa…
[11] UNIVERSITIES AND COLLEGES EMPLOYERS ASSOCIATION (UCEA) Guidelines on Health and Safety When Working Overseas, 2006. London: UCEA.
[12] SCOTTISH EXECUTIVE. Health and Safety on Educational Excursions (HASEE), 2006. Edinburgh: Scottish Executive.
[13] HER MAJESTY’S INSPECTORATE FOR EDUCATION AND TRAINING IN WALES (Estyn). The management of safety in physical education and outdoor activities, 2006. Cardiff: Estyn.
69 [14] DEPARTMENT OF HEALTH. Health Advice to Travellers Anywhere in the World. London: TSO .
[15] DEPARTMENT FOR EDUCATION AND SKILLS (DfES). Safeguarding Children and Safer Recruitment in Education, 2006. London: DfES.
BS 8848:2007+A1:2009
$68.50