California State University, Chico

A Department of Business & Finance

Risk Management: Academic Field Trips & Off-Campus Activities

Risk Management is committed to minimizing losses that may arise from or interfere with California State University, Chico's pursuit of its mission to educate students.

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Guidelines for Off-Campus Activities -- Field Trips & Off-Campus Activities

CSU Executive Order 715 charges each campus with developing specific policies for controlling risk and for "...conducting CSU programs and activities in a manner that does not impose unreasonable risk of loss or injury."  The executive order includes guidelines for managing risk in field trips.  The University Risk Management office has prepared this guide to present and expand upon those guidelines.

While there are features common to most field trips, many trips are unique in destination, activity, travel arrangements, and timing.  Please contact Risk Management if you need assistance meeting the risk management requirements prescribed by the Executive Order. The following is from the California State University Risk Management Policy.

 

Risk Management Guidelines
Off-Campus Activities--Field Trips (Local and Out-of-State)

  • Select the area where the class is to be held.  The faculty or instructor should visit the general area prior to the field study course or demonstrate sufficient knowledge of the area.

  • Prepare a detailed day-to-day instructional agenda including health and safety instructions for all participants.

  • Plan and include in the itinerary all destinations and alternates if an emergency prevents entry into the original destination.  Send a copy of the itinerary to campus Public Safety.

  • Plan for and accommodate students with special needs.

  • Provide training for any equipment to be used on the trip.

  • Review permissible conduct rules.  Be sure to include the CSU policy regarding alcohol and chemical substances (i.e. No alcoholic beverages or chemical substances, except personal prescription medication, shall be transported in any state/university vehicle or personal private vehicle used in support of a university-sponsored activity).

  • Review emergency preparedness processes and the crisis response plan.  Distribute a handout for students with emergency phone numbers and contacts.

  • Foreign Travel - please consider the following: 

    • Review current travel warnings at The US Department of State International Travel website. Risk Management strongly discourages any travel to countries on the current travel warning list.

    • Please review EO 998 which states all CSU study abroad programs must consider the health, safety, and security of students, staff, and faculty as a central feature of planning and operation and must require students to carry medical insurance that will be valid in the host country(ies). Foreign Travel Insurance can be secured through Risk Management. For details visit the CSU, Chico Insurance link on our website.

    • For information regarding International Study and Study Abroad, please refer to the guidelines for International Programs.


  • Communicate codes of conduct for staff and students, addressing such issues as fraternizing, consuming alcohol, controlling activities, and conduct during "free time".  Advise participants of the consequences of non-compliance and take appropriate action when aware that participants are in violation.

  • Required versus Voluntary Field Trips

    When planning your course, consider making the field trip a required activity.  Required field trips minimize liability to the University - primarily through better planning -- and provide access to secondary accident coverage for the students through the Student Travel Accident Insurance held by the campus.

    Required field trips must be included in your syllabus as a course requirement and having a brief description of the activity helps students decide if the activity is appropriate for them.  Provide students with more specific information regarding required field trips at the beginning of the term.

    Voluntary field trips offer no secondary insurance coverage to the students.

    Advise Students of Risks

    Discuss with your students the nature of the activities during the field trip, including any inherent hazards, strenuous activity, or unusual activity that might take place. Invite students to apprise you in advance of any special accommodations or medical conditions that may need to be addressed to help ensure a successful trip for them.

    Students needing special accommodations or precautions typically know best what those should be and you will know best if you can oblige.  However, if the accommodation or precaution is something you could do but wouldn't be comfortable doing - performing a medical procedure or the like - you're encouraged to contact the campus Disability Support Services office for advice.

    Authorized Participants

    Allow only CSU, Chico faculty, staff, volunteer employees, and students to participate in your field trip.  The minimal protection that accrues to each of these participants is not afforded to family members or students from other institutions.

    Field Trip Participant Roster

    Print your class roster and note the field trip date at the top of the page. Just prior to departure, ensure that the list reflects only the names of those participating in the field trip. Provide the list to University Police Department prior to departure.

    Consider the importance of this document if your group fell victim to a major natural or manmade disaster.

    Request for Waiver of Liability or Informed Consent

    Risk Management is responsible for preparing waivers of liability and informed consents for your use for on- and off- campus activities.  Most off-campus activities (unless walking a short distance from campus) and some on-campus activities will require signed waivers or signed informed consents from the student(s).  To help Risk Management determine whether a waiver/informed consent might be appropriate, complete a Request for Waiver of Liability or Informed Consent and submit it to Risk Management at least five (5) business days prior to the activity.  We may recommend that students sign a waiver for voluntary activities or an informed consent for required activities.

    Risk Management will complete a risk assessment and provide a waiver/informed consent form if appropriate, along with specific instructions as to who should sign the waiver, when it should be signed, where it should be kept, and for how long.  Waivers and informed consents are typically signed by participants who do not have employee status.

    Travel Documentation

    Contact Travel Services to complete the necessary paperwork required for your travel.  Information on Travel Services can be found at http://www.csuchico.edu/ao/travel.

    Refer to CSU Executive Order 590 for Student Air Travel policies.

    Transportation

    Voluntary Field Trips:  If University or commercial transportation has not been provided you need to advise the students that travel is done at their own risk.  Make sure everyone knows the destination and stress the importance of not caravanning.  For students transporting themselves the field trip would begin and end at the activity site.  If it is necessary for an instructor to coordinate the transportation arrangements the "Required Field Trips" steps should be met.

    Required Field Trips:  If University or commercial transportation has not been provided each designated driver who will be transporting other field trip participants must be appointed as an approved volunteer employee and complete all requirements for driving on official state business, e.g. successful completion of Defensive Driver Training, completion of Authorization to Use Privately Owned Vehicles on State Business, Travel Request forms, etc.  When transportation arrangements are made by the instructor the field trip should begin and end on campus.

    Vehicle Drivers

    The best option, when available, is to use a University bus and driver.  Other University vehicles and privately owned vehicles may be used, but only CSU, Chico employees may be authorized to drive on University business. "University employees" are defined as those persons who have completed all prerequisites to CSU employment; faculty, staff, and student assistants and persons on volunteer status. The CSU Use of University and Private Vehicles Policies and Regulations require that University employees satisfactorily complete a CSU-approved defensive driver training course prior to being authorized to use a University or private vehicle on University business.

    Volunteer Employees

    Individuals who volunteer services to the CSU, whether on an ongoing basis or for a short-term event, are considered CSU volunteers.  CSU, Chico volunteers are required to sign and date a Volunteer Employee Form.  Once completed, send an original, signed copy to Human Resources Office, Zip 010.  A copy of appropriate license or certificate, if applicable, must be attached.

    Smart Things That Can Help

     

    • Take a first-aid kit appropriate for the possible injury risks.
    • Take a cell phone, but avoid using it while driving, even with a handsfree set.
    • Train participants in the use of any equipment to be used on the trip.
    • Identify participants with specialized training such as CPR, first aid, EMT, etc.
    • Establish a contact in the area(s) to be visited (name and telephone number) in event of an emergency.
    Photo of Students on Promenade