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Policy Library

Policies are the rules and the principles that guide the operation and the use of the library. They are required by Education Department Regulations (8 NYCRR) ยง 90.2 as part of the Minimum Standards for New York's Public and Association Libraries. Policies must be reviewed every five years and posted on the library’s website.

Below are sample policies libraries can edit and adopt locally. This page is offered as guidance. It is ultimately the responsibility of every library Board of Trustees to adopt appropriate policies for their institution.

A complete list of Recommended Policies can be found in the Handbook for Library Trustees of New York State.

External Policy Samples

Internal Policy Samples

  • Accessibility/ADA Statement
  • ByLaws
  • Business Continuity Plan
  • Circulation & Borrowing Policy
  • Conflict of Interest Policy
  • Financial Policy(ies) including:
    • Audit/Review
    • Banking
    • Credit Card
    • Disposition of Surplus Property
    • Fund Balance & Reserve Funds
    • Fundraising/Gifts/Donations
    • Investments
    • Petty Cash
    • Purchasing/Procurement
  • Personnel Handbook
  • Public Relations Policy
  • Sexual Harassment Policy
  • Continuing Education/Travel & Conference (if not in Personnel Handbook)

Additional Resources

The Pioneer Library System is available for consult to Directors and Trustees drafting and revising policies.
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