APPLICATION TO LEAD AN AMC MAJOR EXCURSION
Trip # Assigned: ___________
Leader Name: Paul Davis
Destination:
The Lake District
If possible, please fill this form out electronically so that it can be distributed by email. Type on
or over lines and directly into the appropriate sections of tables. When responding to Yes/No
questions, please delete the answer you do not want so that only the appropriate answer remains.
If you are filling out a hard copy, please attach additional pages if you find there is not enough
space to answer thoroughly.
I. TRIP PROPOSED
A) Trip Title: Hiking in The Lake District, England
B) Type of Trip: Day-hiking and Cultural
C) Date: Start August 6, 2004
End August 15, 2004
D) Participants: (not counting leaders) Minimum # 12
Length of Trip 10 days
Maximum # 21
E) Brief outline of trip and trip activities. You may write or type below or attach as a
separate sheet. A complete itinerary with all available contact information must be provided
before departure.
See attached prospectus
F) Permits: Does the trip require special permits (required on all U.S. federal lands)? No
If yes, please explain what permits will be needed and how/when they will be acquired.
G) Equipment: Does the trip require special technical equipment?
No
If yes, what equipment is needed and will any of it be provided by the trip?
H) Educational Aspect: What are the specific education, conservation, or recreation
components of this trip?
The trip will cover classic hiking routes within the Lake District region of England,
including one day along Hadrian’s Wall. Furthermore, there will be excursions to visit
local attractions, as well as plenty of opportunities to view and interact with local culture.
I) Outfitters: Will this trip require an outfitter?
No
Why or why not? Off-road activities will be limited to hiking along popular trails. Even though
the leaders are very familiar with this area, these trails are easily accessible by people visiting the
area for the first time.
Who are they? Not applicable
What is their safety record? Not applicable
Do they have liability insurance? Not applicable
Can they provide a certificate of insurance listing AMC as an additional party insured? N/A
How do they handle emergencies? Not applicable
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APPLICATION TO LEAD AN AMC MAJOR EXCURSION
II. LEADER INFORMATION
A) Contact Information
Leader: Paul Davis
Address: 117 David Rd., Bala Cynwyd PA 19004
Home Phone: 610/667-1144
Email: pauld@worldlynx.net
Work Phone: 610/420-6224
Co-Leader: Diane Carroll
Address: 117 David Rd., Bala Cynwyd PA 19004
Home Phone: 610/667-1144
Email: diane@worldlynx.net
Work Phone: 610/574-7594
Co-Leader: Bob Cooper
Address: 226 Bickley Rd., Glenside, PA 19038
Home Phone: 215/572-5634
Email: bobpa30@hotmail.com
Work Phone: 215/885-1660
B) First Aid Training – To lead a Major Excursion, you must have current CPR and
Wilderness First Aid (WFA) or its equivalent at the time of your trip.
Leader:
Course
Paul Davis
■ CPR
■ WFA
■ AWFA
Exp. Date
Aug. 2004
Sept. 2004
Dec. 2004
*Copy Attached
■ Yes □ No
■ Yes □ No
■ Yes □ No
□ Yes □ No
■ WFA
■ AWFA
□ Other
Exp. Date
Diane Carroll
■ CPR
Aug. 2004
Sept. 2004
Dec. 2004
Copy Attached*
■ Yes □ No
■ Yes □ No
■ Yes □ No
□ Yes □ No
□ AWFA
□ Other
□ Yes □ No
□ Yes □ No
Co-Leader:
Course
Co-Leader:
Course
□ Other
Bob Cooper
■ CPR
■ WFA
Exp. Date
Aug. 2004
Sept. 2004
Copy Attached*
■ Yes □ No
■ Yes □ No
If copies of CPR and WFA or equivalent are not attached, please detail your specific plan to
obtain this certification.
* CPR and WFA certificates sent in previously to Katherine Byers.
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APPLICATION TO LEAD AN AMC MAJOR EXCURSION
C) Leader Experience and Training
New Leaders: If you are a new leader or co-leader, you must have submitted the form
“Application to Become a Major Excursions Leader.” Please attach a copy of that form.
Applications for the Leader and both Co-Leaders will be mailed separately.
Experienced Major Excursions Leaders: Please list below the last three trips you have led for the
AMC including destination, type of trip (backpacking, skiing, etc.), dates, and number of
participants. Feel free to list additional trips you have led, particularly if they demonstrate
experience related to the trip you are proposing.
1.
2.
3.
D) Scouting: Have you or your co-leader led this trip before or traveled in the area? Yes
If yes, please describe:
The leader is native to the area, having lived there until he was 26. He has hiked
extensively in the area, including being a Mountain Rescue Squad member in the 1980s.
E) Special Experience: What special skills or experience are required to lead this trip and how
do you or your co-leader bring these skills and experience?
Leaders of hikes in England should have map-and-compass skills. The Leader has
extensive map-and-compass experience, and he has taken a refresher course during 2002.
The Co-Leaders have map-and-compass skills, and they have taken a refresher course
during 2002.
F) Couples: If leader and co-leader are a couple or have some other close personal relationship,
what are your back up plans if one if you cannot go and the other must stay behind as well?
Or if you are in the field and both of you must return?
Not applicable.
G) Medical History: Both leader and co-leader need to have a recent copy of the AMC
Confidential Medical Form on file at 5 Joy St. This form can be obtained online at
http://snebulos.mit.edu/orgs/amc/ or call Katherine Byers at 617-523-0655 x333 to receive a
hard copy by mail.
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APPLICATION TO LEAD AN AMC MAJOR EXCURSION
III. RISK ASSESSMENT
A) Please assess the risks/hazards of your trip. Carefully consider each area of risk and how it
may affect your trip with specific potential hazards. Then, devise a plan to attempt to prevent
each hazard and to respond to it if it becomes necessary.
Areas of Risk
Climate/Terrain
trail conditions,
weather, etc.
Potential Hazards
Limited visibility
due to fog.
Prevention/Response
Trails followed are popular trails, which will
provide paths that should be easy to follow. If fog
arises, the Leader and Co-Leaders have map-andcompass skills that permit safe return. Participants
will be asked for map-and-compass knowledge in
order to ascertain additional group skills.
One hike will be
over difficult terrain
that requires hand
holding and has
steep drops.
An alternate activity will be available for
participants. If necessary, the hike will be
cancelled. If participants reach the difficult area,
an alternate route is available, or the group will
retreat.
Hypothermia.
Hiking in England is often damp and in the 50s or
60s–ideal hypothermia weather. All participants
will be advised of the signs of hypothermia and
methods of avoidance (layered and non-cotton
clothing, frequent drinking and snacks, etc.).
Leader and Co-Leaders will remind participants
each day of the potential. Escape routes have been
identified for each hike.
England is very similar to the US. The
Participants Handbook will provide an overview
on British culture. During the pre-excursion
meeting, a discussion will be conducted on British
culture.
A commercial licensed coach will be rented for the
duration of the trip to provide all road travel.
Commercially licensed coaches in England must
meet stringent government regulations, including
providing insurance coverage for both the driver
and passengers.
Moderate experience and fitness is required. The
pre-excursion meeting will include a day hike
comparable to those on the trip. Activities during
these pre-excursion events will be similar to those
expected during the excursion. The pre-excursion
meeting will also permit a pre-excursion
evaluation of any group dynamics.
Foreign Countries
political concerns,
crime, language
translation
None particularly.
Transportation
vehicles, drivers,
insurance
Driving.
Participants
skill level, health,
group dynamics
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APPLICATION TO LEAD AN AMC MAJOR EXCURSION
B) Emergency Action Plan
Before you leave for your trip, you will need to provide a list of participants and their emergency
contacts in case something happens to someone in the field as well as an itinerary with phone
numbers (where available) in case something happens at home. In the space below, please
describe your plans for dealing with emergencies. Please use as much detail as possible and
attach additional sheets if necessary.
Where possible, if any problems occur, the group will attempt a self-evacuation. If the
problem looks serious but not incapacitating, the group will rest for a short time (15-30
minutes or as necessary) in order to evaluate the situation as well as eat and drink (all
participants will be required to carry high-energy emergency rations and extra water; even if
some participants use these prior to the emergency, the leaders will have additional rations).
If the situation does not permit a self-evacuation, one of the Leaders will accompany half of
the group (which should be between 5 and 10 people) to obtain rescue by following the
evacuation route to the nearest certain phone (there are many public phones and residential
locations in the areas visited). The other half of the group will stay with the incapacitated
person(s). The group will carry sufficient equipment (bivvy bag, stove, emergency rations,
etc.) to support the incapacitated party and support group for at least 12 hours.
Once evacuated from the backcountry, the Leaders will defer to local medical authorities.
Emergency Communication (phone contacts, language, documentation)
Local medical, backcountry rescue, police, fire: 999.
Local backcountry rescue details are available at http://homepages.enterprise.net/ldsamra.
Evacuation (out of backcountry location, out of foreign country)
All participants will be provided with emergency contact information, including in-country
emergency services (both standard and backcountry rescue) as well as home contact
information for the Leaders. Local medical authorities (see above) will be used where
possible.
Medical Care (local medical facilities – location and quality)
England has world-class medical facilities, including experienced rescue services within the
areas entered. All participants will be advised that they are responsible for medical and
evacuation insurance.
IV. COST INFORMATION
Your application to lead a trip will not be accepted if a detailed cost analysis is not attached.
A) Estimated cost per participant with minimum # $2,680
Cost per participant to be listed in AMC Outdoors $2,690
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APPLICATION TO LEAD AN AMC MAJOR EXCURSION
B) What deposits are required in advance? $750 at the time of application
C) What is the latest date for you to cancel and get a full refund? May 31, 2004
D) What are your plans if you do not get the required number of people?
Provided 12 participants register, the trip will be run with the Leaders paying necessary costs.
V. PRIVATE TRIPS
Are you currently (up to and including the time frame of this proposed trip) leading trips that are
“private,” i.e. not sponsored by the AMC? No
VI. AMC OUTDOORS INFORMATION
Detailed instructions on trip listings available at http://snebulos.mit.edu/orgs/amc/
A) Request month for trip to first appear in AMC Outdoors First Issue: November 2003
Date to be pulled
Last Issue: July/Aug. 2004
B) Please provide an electronic copy of both the long (150 words maximum) and short form (50
word maximum) announcements. Note that the word count stops at the phrase “For info.”
*** Caribbean trips use only short form
Long Form
We will spend 8 days hiking (6-10 mi./day) in The Lake District region of England, one of
the most beautiful places in Europe. This area abounds with lakes and cragged peaks that
soar thousands of feet upwards from sea-level valleys. After enjoying spectacular trails, we
will return to experience hospitality with that British touch: relaxing in the local pub or
wandering through the eclectic shops. This will be an experience of a slower past with quiet
country lanes, ivy-clad inns, and sheep-dog trials. If an experience of hiking within a hiker’s
paradise is not enough, we will also visit remnants of ancient times: Hadrian’s Wall, a World
Heritage Site, which the Roman’s erected to keep out the northern hordes, and Castlerigg
Stone Circle, a stone circle older than Stonehenge. Approx. cost: $2,690 incl. air/ground
trans., lodging, fees, most meals, and some entertainment.
Short Form
Classic hiking (6-10 mi./day) in The Lake District region of England, one of the most
beautiful places in Europe. After hiking spectacular trails, experience traditional British
hospitality relaxing in the local pub or perusing eclectic shops. Also, visits to Roman and
pre-Roman sites. Approx. cost: $2,690 all inclusive.
Information Tag
For information, send e-mail or large SASE (104c stamp) to L. Paul Davis
(pauld@worldlynx.net (preferred), 117 David Rd., Bala Cynwyd, PA 19004, 610-667-1144).
(CLs Diane Carroll and Bob Cooper)
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APPLICATION TO LEAD AN AMC MAJOR EXCURSION
VII. TRIP PROPOSAL AND APPROVAL PROCESS
Trips cannot come before the Major Excursions Committee for approval unless the forms are
completely filled out and received three weeks prior to MEC meetings for review. Please make
sure you have filled out all appropriate sections of this form completely and included any
necessary attachments.



First aid certifications
Leader Qualification information
AMC Medical form for both leaders


Detailed cost information
AMC Outdoors listings
By turning in this proposal, you are agreeing to the following:
I have read the Major Excursions Leader Handbook and I agree to follow all policies and
procedures of the Major Excursions Committee and the Appalachian Mountain Club in
preparing for and conducting my major excursion.
Thank you for completing this form!
 Copies of first aid certifications and medical forms should be submitted in hard copy only.
These can be faxed (marked attn: Katherine Byers) to 617-523-0722 or mailed to the Major
Excursions, 5 Joy St. address below.
 Email submissions of this trip proposal form are preferred.
Email should be sent to both of the following two addresses:
T. Walley Williams, Major Excursions Committee Chair at twalley.williamsiii@verizon.net
Katherine Byers, AMC Outdoor Leadership Coordinator at kbyers@amcinfo.org
Or, if you unable to send electronically, please mail a hard copy to the following two addresses:
T. Walley Williams, III
Chair, AMC Major Excursions Committee
71 Orchard St.
Belmont, MA 02478-3509
Major Excursions
Appalachian Mountain Club
5 Joy St.
Boston, MA 02108
Questions? Call T. Walley Williams at the above email or 617-484-1877.
He can put you in touch with an experienced MEC mentor who can help you with trip planning.
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