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NASFAA's Policies & Procedures Tools show how to create and maintain a policies and procedures manual for the proper administration of student financial aid in an electronic age. The Tools include a user-friendly electronic template for a Policies & Procedures Manual and a wide array of other aids for formulating, implementing, evaluating, and revising policies and procedures. It's a well-stocked toolbox to help build a financial aid foundation. When you've had a chance to use the Tools, please let us know how well it has met your needs by completing the online feedback form. Last updated: June 1, 2004. A. Introduction and Instructions [PDF] B. Templates for Your Policies & Procedures Manual The templates (below) are presented in two versions. The full version is a detailed, year-specific outline of suggested section titles with current statutory and regulatory citations and references. For ease of use, we have provided a master file of the full template as well as separate files for each section within the full template. The shell version is a pared-down outline of the same template. It is not year-specific and does not contain guidance or citations that are likely to change due to statutory or regulatory modifications.
C. Regulatory Resources Guide [PDF] D. Formulating, Implementing, and Evaluating Policies & Procedures [PDF] E. Formatting Your Policies & Procedures Manual [PDF] F. Sample Polices & Procedures Manual [PDF] |