Google Links

Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

Establish loans/borrowings criteria and procedures
Establish clear conditions for loans/borrowings of cultural material, including care and record keeping requirements
Tailor conditions of loans/borrowings to meet the needs of different types of borrower where appropriate
Establish risk assessment procedures for both borrowings and loans
Clearly specify limits of responsibility in relation to loans/borrowings
Establish procedures for monitoring and reviewing the loans and borrowing criteria
Consult and communicate with all relevant stakeholders on loans/borrowings procedures
Evaluate loan requests
Assess condition of item, its suitability for loan, and resources required to prepare for loan
Conduct a risk assessment, including consideration of environmental, transportation and security issues
Clearly establish/communicate the purpose of the loan
Establish/communicate any costs associated with lending and borrowing objects
Establish a record and documentation system to accurately record relevant information on the loan to allow for easy access by others
Negotiate loans and borrowings
Establish lending/borrowing terms and agree with the appropriate people
Conduct negotiations with the borrower/lender in accordance with procedures
Confirm loan/borrowing conditions and evaluate ability for these to be met
Conduct negotiations in a manner that maintains goodwill between individuals and the relevant organisations
Accurately document all relevant loans/borrowings agreements in the record and documentation system in accordance with organisational requirements
Make appropriate operational arrangements for loan/borrowing to proceed

Required Skills

Required skills

communication skills to consult and negotiate with a broad range of stakeholders

problemsolving skills to identify and develop solutions and contingency management plans related to risks of lending and borrowing

planning and organisational skills to establish and organise coherent processes for lending and borrowing cultural material

literacy skills to both interpret and develop written agreements for lending and borrowing cultural material

numeracy skills to assess and manage costs associated with lending and borrowing cultural material

Required knowledge

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

legal ethical and financial requirements for borrowing and lending cultural material

cultural protocols for borrowing and lending cultural material including Indigenous protocols

subject matter expertise relevant to the work context

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

commonly required resources for borrowing and lending of cultural material

security and protection issues which impact on lendingborrowing

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

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

Evidence of the following is essential

detailed knowledge of procedures and protocols for lendingborrowing cultural material

establishment and use of lendingborrowing procedures for a specific workplace context

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

access to a collection for which procedures may be established

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 onthejob performance by the candidate

evaluation of procedures developed by the candidate in relation to their practicality and comprehensiveness

evaluation of procedures and processes developed by the candidate for the lendingborrowing of different types of cultural material

oral or written questioning to assess knowledge of issues for consideration when lendingborrowing objects

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

CULMSC Research describe and document objects

CULMS610C Research, describe and document objects.

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.
Loans/borrowings may be short or long-term and may be for:	research static exhibition mobile exhibition education conservation

Cultural material is defined as 'objects, collections, artworks, specimens, structures or sites' and includes:	archaeological material books and manuscripts cultural sites/buildings ethnographic material film/audiovisual material flora and fauna furniture photographs technological/industry items textiles works on paper/canvas

Conditions of loans/borrowings may relate to:	cost insurance duration location display usage security environmental considerations cultural considerations copyright ethical consideration

Record and documentation systems may include:	manual electronic

Costs associated with lending and borrowing objects may include:	handling insurance transportation security environment conservation packing documentation