National Occupational Standards in
Archaeological Practice

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AG4 Lend and borrow archaeological items

AG4.3 Agree the loan of an item to a borrower

Performance Required

This will involve:

1. Establishing and agreeing the lending terms with the appropriate people
2. Conducting negotiations with the borrower within your area of authority
3. Presenting the conditions of the loan to the borrower in a clear and precise manner
4. Agreeing with the borrower who will be responsible for the costs of the loan
5. Agreeing a method of monitoring the transportation, installation and ongoing condition of the loaned items
6. Agreeing and formally recording all relevant details of the loan

Occupational Context

1. Terms of the loan
   • cost
   • income generation
   • insurance
   • duration
   • location
   • display
   • proposed use of the items

Knowledge Requirements

You need to know and understand how to:

• Encourage and enable team members to take responsibility for monitoring and controlling activities against budgets

You need to know about:

• The requirements and legal rights of the organisation in relation to lending items
• How to specify the loan terms, and how to present these to the borrower
• What room for manoeuvre there is during negotiation
• Under what circumstances it would be necessary to refuse a loan
• The responsibilities of the lender and borrower
• Who the appropriate people are with whom to conduct negotiations
• The potential problems that may affect the loan
• The potential reasons for a loan
• Why it is important to formally record agreements with the borrower
• Your organisation's requirements

Required Skills

You should demonstrate:

• How to conduct negotiations
• How to formally record all relevant details

Evidence Required

You should provide evidence that you can Agree the loan of an item to a borrower

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

• gree the loan of an item to a borrower

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: 4/2/2012
This page last updated: 27/7/2007 15:17