National Occupational Standards in
Archaeological Practice

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AG4 Lend and borrow archaeological items

AG4.2 Evaluate a request for the loan of an item

Performance Required

This will involve:

1. Identifying clearly any risks to the item with advice from specialists where necessary
2. Establishing the purpose of the loan with the borrower
3. Specifying clearly the borrower's intended use of the item
4. Identifying clearly the environment in which the loan will be maintained
5. Identifying the costs of the loan and the liability for those costs
6. Establishing arrangements for monitoring the loan
7. Checking that the terms of the loan fall within the organisation's lending criteria

Occupational Context

1. Costs include
   • handling
   • insurance
   • transportation
   • security
   • environment
   • conservation
   • monitoring visits

Knowledge Requirements

You need to know and understand how to:

• Minimise potential threats
• Monitor loans, and how this differs according to the type of borrower

You need to know about:

• The loan policy, procedures and criteria of the organisation
• National guidelines on the selection, retention and dispersal of collections
• The likely purposes of loans
• The potential risks to items from the method of transportation, the borrower's staff and the means of display
• The impact the purpose of the loan has on the evaluation of the request
• The information that is required during lending
• The likely differences between different types of borrower, and the duration of the loan
• The cost factors associated with a loan
• The insurance requirements

Required Skills

You should demonstrate:

• How to assess risks to the item
• How to make sure that the item is properly insured
• How to determine the purpose of the loan from the borrower
• How to determine the borrowers intended use of the item
• How to assess the environment in which the item will be maintained
• How to assess the costs and liability for the loan
• How to establish arrangements to monitor the loan

Evidence Required

You should provide evidence that you can evaluate a request for the loan of an item

The candidate should be questioned, based upon the documentation provided, to explore how they:

• evaluate a request for the loan of an item. You must demonstrate that you have identified any potential risks of damage or theft that arise from the method of transportation, the borrower's staff and the means of display.

The costs of the loan must include handling, insurance, transportation, security, environment, conservation and monitoring visits.

Evidence Rules

The candidate should have been involved in lending and borrowing a range items over a period of time, typical to their area of work activity.

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Today's date: 31/7/2010
This page last updated: 27/7/2007 16:17