NASFAA Compliance Engine

The NASFAA Compliance Engine and the Policies & Procedures Builder module are now available for members at

If your institution is faced with an audit or program review, how ready are you? Are your policies and procedures manuals up to date? Do you have missing manuals or documentation? The NASFAA Compliance Engine and Policies & Procedures Builder were built for financial aid administrators to effectively manage compliance administration.

The 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.

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NASFAA Policies & Procedures Builder

This module guides you step-by-step through the creation of a centralized, accessible policies and procedures manual.


  • Enter responses through the template to create one or manuals for your institution. The P&P Builder includes all required sections for federal compliance
  • Copy, paste, and format existing and new content easily with familiar document management functions
  • Tools for inclusion of images and related files
  • Regulatory references easily accessible throughout the template and can be embedded in the manuals to simplify your research

Policies & Procedures Builder Pricing

Through June 30, 2017, all NASFAA members have complimentary access to the P&P Builder module.  Beginning July 1, 2017, Value Plus members continue to receive complimentary access to the P&P Builder as part of the Value Plus package. Standard and Value members can add the P&P Builder to their 2017–18 membership dues renewal invoice for $99/year, per institution. Each year, users will have the opportunity to keep or remove the P&P Builder from their renewal invoice.

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NASFAA Compliance Engine

The Compliance Engine includes a series of checklists from the highly-valued NASFAA Self-Evaluation Guide, allowing administrators to evaluate their programs in a centralized, shared online space. Compliance Engine checklists are complimentary for all NASFAA members, included with your dues.


  • Create and manage assignments, tasks, and deadlines; empowers collaboration and saves you time
  • References and resources are a click away from review
  • Reduces the risk of unnecessary findings during an audit or program review
  • Notifications of updates and changes

Watch our video tours for a more in-depth look at some of the Compliance Engine's features.

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Publication Date: 1/9/2017

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