Policies & Procedures Builder

P&P BuilderThe NASFAA P&P Builder 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

Access P&P Builder

Value Plus-level NASFAA members receive complimentary access to the P&P Builder as part of their membership. Members with Standard- and Value-level memberships can contact Membership Services to have a P&P Builder subscription added to their membership for $119/year.

Tips for Getting Started in the P&P Builder

Blue IconNeed Help Inputting Data Into the P&P Builder? 

Enlist Blue Icon Advisors, NASFAA Consulting, to review your school's federal policies and procedures for compliance issues, write missing pieces, and/or move them into the P&P Builder. Blue Icon's team of consultants — composed of some of the most knowledgeable people in student financial aid who have worked at director-level up to presidential, cabinet-level positions — can also train your staff to write policies and procedures, provide best practices on keeping your manual up-to-date, and teach you how to use the P&P Builder.

Learn More

View Desktop Version