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Evidence Guide: CULCNM502A - Manage lending and borrowing processes for collections

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

CULCNM502A - Manage lending and borrowing processes for collections

What evidence can you provide to prove your understanding of each of the following citeria?

Review procedures for lending and borrowing collection material

  1. Confirm conditions and criteria for lending and borrowing collection material
  2. Determine limits of responsibility in relation to lending and borrowing collection material
  3. Verify lending and borrowing procedures with relevant stakeholders
Confirm conditions and criteria for lending and borrowing collection material

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine limits of responsibility in relation to lending and borrowing collection material

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Verify lending and borrowing procedures with relevant stakeholders

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Negotiate lending and borrowing of collection material

  1. Conduct negotiations with lenders and borrowers according to procedures and in a manner that maintains goodwill between individuals and relevant organisations
  2. Confirm loan or borrowing conditions and costs, and assess whether these can be met
  3. Assess risks for the organisation associated with lending or borrowing transactions and take steps to address them
  4. Complete and review written agreements ensuring consistency with negotiations and procedures
  5. Arrange for execution of written agreements by relevant parties
  6. Complete organisational records consistent with procedures
Conduct negotiations with lenders and borrowers according to procedures and in a manner that maintains goodwill between individuals and relevant organisations

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Confirm loan or borrowing conditions and costs, and assess whether these can be met

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess risks for the organisation associated with lending or borrowing transactions and take steps to address them

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete and review written agreements ensuring consistency with negotiations and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Arrange for execution of written agreements by relevant parties

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete organisational records consistent with procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Manage operations

  1. Instigate operational arrangements for lending and borrowing to proceed
  2. Monitor operations to ensure that lending and borrowing of collection material proceeds according to plan
  3. Review lending and borrowing procedures on a regular basis and take steps to improve own performance as required
Instigate operational arrangements for lending and borrowing to proceed

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor operations to ensure that lending and borrowing of collection material proceeds according to plan

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review lending and borrowing procedures on a regular basis and take steps to improve own performance as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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.

Required Skills and Knowledge

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.

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.

Risksmay relate to:

damage to the item or collection

damage to the installation or work site

financial

legal

repairs

reputation

safety

security.