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.


  • Policies & Procedures Builder Justification Template - 2024
    June 12, 2024 - 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.
  • P&P Builder How-To Videos
    November 14, 2023 - Need help getting started with the NASFAA P&P builder? Watch our how-to videos to help guide you through the process from accessing the P&P Builder, starting a new P&P manual, to rolling over your manual.  Part 1: Accessing NASFAA's...
  • Compliance Engine Frequently Asked Questions
    March 8, 2023 - 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.
  • 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.
  • 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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