National Occupational Standards in
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AG4 Lend and borrow archaeological items

AG4.4 Agree the loan of an item from a lender

Performance Required

This will involve:

1. Explaining clearly the purpose of the loan to the lender
2. Identifying the lender's borrowing conditions and correctly evaluating the organisation's ability to meet them
3. Identifying clearly the environment in which the item will be maintained
4. Identifying any potential risks to the item and feasible methods to minimise them
5. Conducting negotiations with the lender within your area of authority
6. Agreeing and formally recording all relevant details of the loan

Occuptional Context

Knowledge Requirements

You need to know and understand how to:

• Establish and specify the terms of the loan
• Assess whether the organisation can meet the lender's terms
• Provide details of the accommodation for the loaned item
• Maintain goodwill during negotiation
• Consider offers, either acceptances or rejections
• Record the results of the negotiation for different types of borrowing

You need to know about:

• The concerns of the lending organisation, and how these can be addressed
• What it is reasonable to expect in terms of monitoring the loaned item
• What room for manoeuvre there is during negotiation
• Who the appropriate people are with whom to conduct negotiations
• Why the loaned item is needed

Required Skills

You should demonstrate:

• How to identify the lender's borrowing conditions
• How to evaluate the organisation's ability to meet the lender's borrowing conditions
• How to identify the environment in which the item will be maintained
• How to assess risks to the item and methods of minimising them
• How to conduct negotiations maintaining the goodwill of all interested parties

Evidence Required

You should provide evidence that you can agree the loan of an item from a lender

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

• negotiate the loan of an item from a lender.

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