NASFAA Compliance Engine

Compliance EngineThe NASFAA Compliance Engine modules are 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's Self-Evaluation Checklists 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.

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

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Self-Evaluation Checklists

Self-Evaltuation ChecklistsThe Compliance Engine's Self-Evaluation Checklists include checklists from the NASFAA Self-Evaluation Guide, allowing administrators to evaluate their programs in a centralized, shared online space. Self-Evaluation 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


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Policies & Procedures Builder

P&P BuilderThis Compliance Engine 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

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Policies & Procedures Builder Pricing

Standard and Value members can request an invoice to add the P&P Builder subscription to their 2017–18 membership for $99/year, per institution. Each year, users will have the opportunity to keep or remove the P&P Builder from their renewal invoice. Download our customizable letter and pass it to your supervisor to help explain how using these compliance tools will directly benefit your institution.

Value Plus members receive complimentary access to the P&P Builder as part of the Value Plus package.

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Need Help Inputting Data into the P&P Builder?

NASFAA's Policies & Procedures (P&P) Builder allows schools to copy, paste, and format new and existing policies and procedures content in one centralized tool. We understand that financial aid offices have many competing priorities and getting your existing manual into the P&P Builder can be time-consuming. NASFAA is pleased to offer an option for schools that want help with this work from experienced professionals. Financial Aid Services (FAS), NASFAA’s preferred provider for P&P conversions, has tenured consultants with deep financial aid knowledge who can do the heavy lifting for you.

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Publication Date: 6/22/2018

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