Application
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.
Prerequisites
Not applicable.
Elements and Performance Criteria
1. Review procedures for lending and borrowing collection material | 1.1 Confirm conditions and criteria for lending and borrowing collection material 1.2 Determine limits of responsibility in relation to lending and borrowing collection material 1.3 Verify lending and borrowing procedures with relevant stakeholders |
2. Negotiate lending and borrowing of collection material | 2.1 Conduct negotiations with lenders and borrowers according to procedures and in a manner that maintains goodwill between individuals and relevant organisations 2.2 Confirm loan or borrowing conditions and costs, and assess whether these can be met 2.3 Assess risks for the organisation associated with lending or borrowing transactions and take steps to address them 2.4 Complete and review written agreements ensuring consistency with negotiations and procedures 2.5 Arrange for execution of written agreements by relevant parties 2.6 Complete organisational records consistent with procedures |
3. Manage operations | 3.1 Instigate operational arrangements for lending and borrowing to proceed 3.2 Monitor operations to ensure that lending and borrowing of collection material proceeds according to plan 3.3 Review lending and borrowing procedures on a regular basis and take steps to improve own performance as required |
Required Skills
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
problem
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.
Evidence Required
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. |
Range Statement
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. |
Risks | damage to the item or collection damage to the installation or work site financial legal repairs reputation safety security. |
Sectors
Cultural services - Collection management
Employability Skills
This unit contains employability skills.
Licensing Information
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.