Assessor Resource

CULCNM502A
Manage lending and borrowing processes for collections

Assessment tool

Version 1.0
Issue Date: April 2024


This unit applies to individuals responsible for establishing and managing the lending and borrowing process, and includes considerable risk assessment and negotiation to protect the integrity of collection material.

Museums, archives, galleries, libraries and other organisations that hold collection materials regularly exchange and share parts of their collections.

Work is undertaken autonomously but in consultation with stakeholders.

This unit describes the performance outcomes, skills and knowledge required to establish and implement procedures for lending and borrowing collection material. Specialised knowledge is required.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Prerequisites

Not applicable.

Employability Skills

This unit contains employability skills.



Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the ability to:

review procedures for lending and borrowing collection material

implement lending and borrowing procedures for collection material

work cooperatively with others involved in lending and borrowing collection material.

Context of and specific resources for assessment

Assessment must ensure:

interaction with others to reflect necessary communication and negotiation

access to:

relevant policies and procedures manuals

a collection for which procedures for lending and borrowing collection materials may be reviewed.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

direct questioning combined with review of portfolios of evidence and third-party workplace reports of on-the-job performance

evaluation of procedures and processes developed by the candidate for the lending and borrowing of different types of collection material

verbal or written questioning to assess knowledge of issues for consideration when lending and borrowing objects.

Assessment methods should closely reflect workplace demands and the needs of particular client groups (consider the requirements of different age groups, clients with English as a second language, clients with disabilities, remote library users, etc.).

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

CULCNM503A Manage the development of collections.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Required skills

communication skills to:

consult with stakeholders

negotiate with lenders and borrowers

initiative and enterprise skills to anticipate and resolve issues that might arise in the context of lending and borrowing collection material

literacy skills to interpret and review written agreements for lending and borrowing collection material

numeracy skills to:

identify and calculate costs associated with lending and borrowing collection material

monitor income and expenditure against budgets

planning and organising skills to establish and organise coherent processes for lending and borrowing collection material

problemsolving skills to identify and develop solutions and contingency management plans related to risks associated with lending and borrowing collection material

self-management skills to:

prioritise work tasks and meet deadlines

follow workplace procedures

teamwork skills to work cooperatively with others.

Required knowledge

common procedures and practices for lending and borrowing collection material, both for specific items and whole collection

legal, ethical and financial requirements for lending and borrowing collection material

cultural protocols for lending and borrowing collection material, including those associated with Aboriginal or Torres Strait Islander cultural material

subject matter expertise relevant to the work context

potential sources for lending and borrowing collection material in a given work context

commonly required resources for lending and borrowing collection material

security and protection issues that impact on lending or borrowing

intellectual property rights of stakeholders, including donors and recipients.

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Conditions and criteria may include:

care

copyright

cost

cultural considerations

display

duration

environmental considerations

insurance

legal, ethical and financial considerations

location

purpose:

conservation

education

mobile exhibition

research

static exhibition

recordkeeping

risk assessment

security

usage.

Collection material is defined as objects, collections, artworks, specimens, structures or sites, and includes:

archaeological material

books and manuscripts

ethnographic material

film and audiovisual material

flora and fauna

furniture

photographs

technological and industry items

textiles

works on paper or canvas.

Procedures may relate to:

assessing condition and suitability of items for loan and resources required to prepare them for loan

costs associated with lending and borrowing

organisational conditions and criteria

plan to review procedures

purpose of the loan

recording relevant information about the loan to allow easy access by others

risk assessment, including consideration of environmental, transportation and security issues

written agreements.

Costs may relate to:

conservation

documentation

environment

handling

insurance

packing

security

transportation.

Risksmay relate to:

damage to the item or collection

damage to the installation or work site

financial

legal

repairs

reputation

safety

security.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Confirm conditions and criteria for lending and borrowing collection material 
Determine limits of responsibility in relation to lending and borrowing collection material 
Verify lending and borrowing procedures with relevant stakeholders 
Conduct negotiations with lenders and borrowers according to procedures and in a manner that maintains goodwill between individuals and relevant organisations 
Confirm loan or borrowing conditions and costs, and assess whether these can be met 
Assess risks for the organisation associated with lending or borrowing transactions and take steps to address them 
Complete and review written agreements ensuring consistency with negotiations and procedures 
Arrange for execution of written agreements by relevant parties 
Complete organisational records consistent with procedures 
Instigate operational arrangements for lending and borrowing to proceed 
Monitor operations to ensure that lending and borrowing of collection material proceeds according to plan 
Review lending and borrowing procedures on a regular basis and take steps to improve own performance as required 

Forms

Assessment Cover Sheet

CULCNM502A - Manage lending and borrowing processes for collections
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

CULCNM502A - Manage lending and borrowing processes for collections

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: