Compliance Engine Resources

Compliance Engine LogoThe two components of this online tool combine checklists from the highly-valued Self-Evaluation Guide and templates from the Policies & Procedures Toolkit with easy-to-use collaborative features, allowing your institution to centralize all compliance and policies and procedures information online.


  • Compliance Engine Frequently Asked Questions
    October 7, 2020 - NASFAA answers the most frequently asked questions about the Compliance Engine.
  • P&P Builder Template Updates and Guidance Changes
    August 3, 2020 - Due to the timing of the release of the P&P Builder template each year, the U.S. Department of Education (ED) may provide new guidance which affects the existing policies and procedures.
  • Policies & Procedures Builder User Manual
    January 6, 2020 - The Policies & Procedures (P&P) Builder guides you step-by-step through the creation of a centralized, accessible policies and procedures manual.
  • Self-Evaluation Checklists User Guide
    September 18, 2019 - This helpful guide provides instructions on how to use the Compliance Engine's Self-Evaluation Checklists module.
  • Compliance Engine User Testimonials
    August 12, 2019 - Hear directly from some Compliance Engine users about what they think about these invaluable compliance tools.
  • Formulating, Implementing, and Evaluating Policies and Procedures Guide
    October 30, 2018 - This supplemental guide provides ideas for how a school may go about creating policies and procedures, implementation, and evaluating the effectiveness of those policies and procedures.
  • P&P Builder Rollover Instructions
    June 22, 2018 - Looking for an easy way to move your policies & procedures from one year to the next? This step-by-step guide will take you through the process.
  • Policies & Procedures Builder Justification Template
    March 8, 2018 - Download our customizable letter and pass it to your supervisor to help you explain how using the Compliance Engine tools will directly benefit your institution.
  • Compliance Engine Transfer Request
    January 5, 2017 - Submit this form if you'd like a Compliance Engine Checklist or Policies & Procedures Manual ownership transferred between users at your institution. Item owners, and the Primary Contacts at each institution can also perform this function.
  • Video: NASFAA's Compliance Engine
    July 10, 2016 - Introducing the next generation online tool, the NASFAA Compliance Engine. Watch this brief video to learn how this tool can streamline compliance efforts at your institution.
  • Compliance Engine Tour 4: My Checklists Dashboard
    June 30, 2016 - This tour focuses on the "My Checklists" Dashboard. Sort your checklists, scan assignments, archive and re-activate items so you can keep your virtual workspace organized and efficient.
  • Compliance Engine Tour 3: Assigning Checklist Items
    June 22, 2016 - In addition to centralizing compliance and policies and procedures data in one online space, this new, easy-to-use tool allows you to assign tasks to your staff or others at your institution.
  • Compliance Engine Tour 2: Checklists Overview
    June 16, 2016 - This second video focuses on the checklists, which have been designed to help your entire team stay on task.
  • Compliance Engine Tour 1: Accessing Checklists
    June 8, 2016 - In our series of video tours to provide insight into how easy it is to use the Compliance Engine, this first video highlights ways you can access the checklists in the Compliance Engine.
  • Compliance Engine Feedback Form
    May 16, 2016 - We value our members' feedback and suggestions regarding the NASFAA Compliance Engine. Please use this form to submit feedback and suggestions.
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